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Job DescriptionBenefits: • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off We appreciate our employees and in order to continue serving our customers at the highest level, we continue to strive to become "the place to work". We are looking for a Loan Documentation Specialist to assist LoanBud Business Lending Officers and borrowers process and close SBA and other commercial loans. Do you have banking, loan processing or loan review experience, do you enjoy helping people meet their financial goals, do you have attention to detail and excel in process workflow? This may be the perfect job for you, and we encourage you to apply! Compensation for this position is a salary plus commission. Wage placement based on qualifications and direct experience for this position. About LoanBud We Offer Great Benefits! We offer solid benefits, including medical, dental & vision and a generous 401(k) match. We take care of our employees! The wisest investment we make is in our employees. We support them with professional development resources and opportunities for advancement. At LoanBud, we believe in work-life balance. With an extensive holiday and PTO plan, there's always something to look forward to. We offer a supportive and flexible work environment. We treat our employees like humans, not robots. You deserve respect, empathy, and trust, and that's what you'll get as a member of our LoanBud team. Summary Of Job Duties Of This Position This position assists customers, lenders, and lending officers with the processing and closing of SBA and other commercial loans. Their responsibilities include interfacing with borrowers and referral partners from loan submission to funding, collecting and reviewing documentation per program requirements, coordinating and processing loans in accordance with lender guidelines, ordering and collecting 3rd party reports. Essential Duties And Responsibilities • Collaborates with internal staff including Business Lending Officers to process and close loans in a timely manner., • Reviews the loan file and prepares a list of items required to close and fund the loan., • Communicates the requirements and loan status clearly and concisely., • Prepares loans for submission in accordance with lender guidelines and requirements., • Calculates business and/or global debt service coverage ratios., • Opens Title and orders preliminary title reports as required; reviews title reports and make changes as necessary., • Reviews and accepts entity documentation such as articles, by-laws as well as partnership and LLC documents., • Ensures compliance and adherence to SBA Standard Operating Procedures (SOP) and lender credit policy., • Determines insurance requirements and obtains hazard/flood/liability insurance as required., • Reviews loan applications and determines initial eligibility., • Prepares and completes loan document requests; ensure that loans are documented correctly to ensure conformance with lender approvals and conditions., • Coordinates closings with borrowers, referral partners and business lending officers., • Maintains accurate pipeline reports; meets monthly loan closing and loans in pipeline goals., • Deadline Oriented the individual acts with a sense of urgency to prioritize and hit required deadlines., • Analytical - the individual synthesizes complex or diverse information., • Problem-solving - the individual identifies and resolves problems on time and gathers and analyzes information skillfully., • Communication - the individual speaks and writes clearly and persuasively in positive and negative situations, demonstrates excellence in telephone etiquette, customer service, and business communication skills., • Leadership - the individual inspires and motivates others to perform well, accepts feedback from others., • Quality management - the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness, including the ability to proofread documents for accuracy., • Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions., • Planning/organizing - the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans. Associates degree or higher Four years' experience in loan processing or four years of combined professional experience and education in a related field Knowledge of SBA loans or prior lending experience Proficient use and understanding of MS Office products (Word, Excel, Outlook) AAP/EEO Statement LoanBud values their employees and provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Job DescriptionSalary: Competitive base salary Description: Account Executives will be responsible for developing new business by building relationships with key decision makers to end-user accounts such as Retail, Warehousing, Industrial, Class-A Offices, Banking, Healthcare, Hospitality, Multifamily, Senior Living, Commercial, and other related verticals. Responsibilities: • Identify and cultivate relationships with potential clients in the territory., • Actively prospect and generate leads to expand the client base., • You will collaborate with clients to understand their cleaning and janitorial service needs, ensuring we provide the best solutions. This collaborative approach is vital to our success, and we look forward to having you join our team., • Coordinate with internal teams, including operations and customer service, to ensure a smooth onboarding process for new clients., • Conduct site visits and provide pricing estimates., • Negotiate terms and conditions of contracts to ensure mutually beneficial agreements., • Ensure client satisfaction and address any concerns or issues promptly.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Care Navigation is a key strategic and operational leader at Charlie Health, responsible for overseeing all referral communications and optimizing care coordination across the client journey. This role bridges Growth and Operations, ensuring alignment between our referral strategy and care delivery functions. The Director will lead a high-performing team tasked with delivering exceptional service to referral partners (e.g., hospitals, outpatient providers, schools), maintaining strategic relationships, tracking treatment progress, and planning post-discharge transitions. In addition to day-to-day team leadership and partner communication, the Director will use data insights and cross-functional collaboration to improve operational workflows, drive strategy, and inform referral decisions. Success will be measured by client outcomes, referral partner retention, operational KPIs, and the ability to scale and adapt processes across new markets and programs. This is an exciting opportunity for a mission-driven leader who combines strategic acumen with operational rigor and a deep passion for mental healthcare access. Responsibilities • Team Leadership & Operational Oversight, • Lead, coach, and develop a high-performing team responsible for client communication, care coordination, and referral partner engagement., • Ensure optimal staffing levels, manage scheduling and capacity planning, and balance workload distribution across high-volume periods., • Monitor team performance against KPIs (e.g., referral volume, response time, time-to-discharge, partner satisfaction) and conduct regular 1:1s, team meetings, and performance reviews., • Build a culture of accountability and continuous improvement by providing real-time feedback, coaching underperformers, and recognizing high performers., • Translate organizational strategy into day-to-day operational plans by establishing repeatable workflows, SOPs, and performance expectations., • Partner with People Ops to support hiring, onboarding, and professional development of team members., • Referral Strategy & Communication, • Own the strategy for referral partner management, including segmentation, communication cadences, escalation protocols, and outreach frameworks., • Serve as the primary escalation point for complex or high-value referral partners to ensure consistent, white-glove service delivery., • Create and maintain referral reporting dashboards that track satisfaction, conversion, and follow-through to identify trends and inform engagement tactics., • Regularly meet with key partners to provide clinical updates, discuss discharge planning, and gather feedback on their experience., • Align referral strategy with national and regional growth goals, ensuring team workflows and bandwidth support new market expansion., • Care Coordination and Post-Discharge Planning, • Oversee the team's coordination of patient care throughout the client journey, including intake review, non-admission follow-up, in-program updates, and discharge planning., • Ensure discharge plans are timely, clinically appropriate, and clearly communicated to both clients and external partners., • Track referral outcomes to ensure follow-through on post-discharge placements and partner feedback loops., • Collaborate with Clinical and Utilization Management teams to ensure coordination is aligned with treatment progress and payer considerations., • Identify gaps in referral resources and proactively source or vet new partner organizations to ensure a robust post-care network., • Technology, • Work cross-functionally to implement technologies and processes that boost team productivity and/or improve the patient, partner, or employee experience, • Maintain a comprehensive database of trusted referral partners, • Create structured feedback loops with frontline staff to identify process friction and opportunities for automation or integration., • Ensure data integrity and consistency across tools used for referral tracking, communications, and performance reporting.Qualifications, • Bachelor's degree required, (Masters preferred), • 4+ years of experience in strategy, partnerships, referral management, operations, or customer service leadership, ideally in healthcare or a fast-paced client-facing environment., • Proven leadership skills with the ability to inspire teams, manage change, and drive performance across cross-functional teams., • Excellent communication and interpersonal skills, with the ability to interact effectively with customers, colleagues, and stakeholders at all levels., • Proven ability to drive measurable impact on key business KPIs, including efficiency, client satisfaction, and financial performance., • Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions., • Experience optimizing processes, implementing automation, and leveraging technology to enhance operational effectiveness., • Proficiency in relevant software applications and tools for data analysis, reporting, and customer relationship management.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $160,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $136,000 and $176,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Care Delivery is a key strategic and operational leader at Charlie Health, responsible for overseeing all referral communications and optimizing care coordination across the client journey. This role bridges Growth and Operations, ensuring alignment between our referral strategy and care delivery functions. The Director will lead a high-performing team tasked with delivering exceptional service to referral partners (e.g., hospitals, outpatient providers, schools), maintaining strategic relationships, tracking treatment progress, and planning post-discharge transitions. In addition to day-to-day team leadership and partner communication, the Director will use data insights and cross-functional collaboration to improve operational workflows, drive strategy, and inform referral decisions. Success will be measured by client outcomes, referral partner retention, operational KPIs, and the ability to scale and adapt processes across new markets and programs. This is an exciting opportunity for a mission-driven leader who combines strategic acumen with operational rigor and a deep passion for mental healthcare access. Responsibilities • Team Leadership & Operational Oversight, • Lead, coach, and develop a high-performing team responsible for client communication, care coordination, and referral partner engagement., • Ensure optimal staffing levels, manage scheduling and capacity planning, and balance workload distribution across high-volume periods., • Monitor team performance against KPIs (e.g., referral volume, response time, time-to-discharge, partner satisfaction) and conduct regular 1:1s, team meetings, and performance reviews., • Build a culture of accountability and continuous improvement by providing real-time feedback, coaching underperformers, and recognizing high performers., • Translate organizational strategy into day-to-day operational plans by establishing repeatable workflows, SOPs, and performance expectations., • Partner with People Ops to support hiring, onboarding, and professional development of team members., • Referral Strategy & Communication, • Own the strategy for referral partner management, including segmentation, communication cadences, escalation protocols, and outreach frameworks., • Serve as the primary escalation point for complex or high-value referral partners to ensure consistent, white-glove service delivery., • Create and maintain referral reporting dashboards that track satisfaction, conversion, and follow-through to identify trends and inform engagement tactics., • Regularly meet with key partners to provide clinical updates, discuss discharge planning, and gather feedback on their experience., • Align referral strategy with national and regional growth goals, ensuring team workflows and bandwidth support new market expansion., • Care Coordination and Post-Discharge Planning, • Oversee the team's coordination of patient care throughout the client journey, including intake review, non-admission follow-up, in-program updates, and discharge planning., • Ensure discharge plans are timely, clinically appropriate, and clearly communicated to both clients and external partners., • Track referral outcomes to ensure follow-through on post-discharge placements and partner feedback loops., • Collaborate with Clinical and Utilization Management teams to ensure coordination is aligned with treatment progress and payer considerations., • Identify gaps in referral resources and proactively source or vet new partner organizations to ensure a robust post-care network., • Technology, • Work cross-functionally to implement technologies and processes that boost team productivity and/or improve the patient, partner, or employee experience, • Maintain a comprehensive database of trusted referral partners, • Create structured feedback loops with frontline staff to identify process friction and opportunities for automation or integration., • Ensure data integrity and consistency across tools used for referral tracking, communications, and performance reporting.Qualifications, • Bachelor's degree required, (Masters preferred), • 4+ years of experience in strategy, partnerships, referral management, operations, or customer service leadership, ideally in healthcare or a fast-paced client-facing environment., • Proven leadership skills with the ability to inspire teams, manage change, and drive performance across cross-functional teams., • Excellent communication and interpersonal skills, with the ability to interact effectively with customers, colleagues, and stakeholders at all levels., • Proven ability to drive measurable impact on key business KPIs, including efficiency, client satisfaction, and financial performance., • Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions., • Experience optimizing processes, implementing automation, and leveraging technology to enhance operational effectiveness., • Proficiency in relevant software applications and tools for data analysis, reporting, and customer relationship management.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $160,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $136,000 and $176,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Position Summary: Community Federal Savings Bank (CFSB), located in New York City is seeking a highly skilled and detail-oriented Head of Financial Crimes Compliance Quality Assurance to join our Program Management & Assurance function within the Compliance department. CFSB offers a full range of banking services including ACH settlement services, pre-paid card issuance, and retail banking. In addition to serving our general customer base, we also service various types of money service businesses and FinTech companies. This individual will be primarily responsible for overseeing a robust quality assurance program to ensure compliance controls are operating as designed. They will drive strategic Financial Crimes Compliance QA initiatives, enhance transparency, and provide data-driven insights to inform decision-making and regulatory readiness. Key Responsibilities: • Enhance and maintain the Financial Crimes Compliance Quality Assurance (QA) framework to assess whether key compliance control activities—conducted internally or by external consultants—adhere to internal standards, regulatory expectations, and Bank policy., • Implement and continuously refine standardized QA test scripts, workpapers, and documentation templates to drive consistency, transparency, and auditability across QA reviews., • Lead and develop a high-performing team of Financial Crimes Compliance QA Managers and staff, providing coaching, mentorship, and oversight to ensure effective execution and professional growth., • Partner with Internal Control functions to align Financial Crimes Compliance QA insights with broader risk trends, inform planning cycles, and enhance control evaluations across business units., • Stay current on regulatory developments, enforcement actions, and industry best practices; translate regulatory changes into QA control enhancements and update procedures accordingly., • Provide structured, actionable feedback and guidance to control owners and business partners based on QA findings, supporting the adoption of practical, risk-aligned solutions and best practices., • Lead the design and delivery of training content and workshops to improve the quality, consistency, and defensibility of investigations, control execution, and documentation., • Establish Financial Crimes Compliance QA metrics and dashboards to support continuous improvement, trend analysis, and executive-level reporting to governance committees, senior leadership, and regulators., • Ensure Financial Crimes Compliance QA processes integrate technology and data analytics where feasible to improve efficiency, risk detection, and traceability., • Act as a strategic partner across Compliance, Legal, Audit, Operations, and Technology to promote a culture of accountability, transparency, and continuous improvement., • Support internal and external regulatory examinations by providing Financial Crimes Compliance QA reporting, documentation, and commentary as needed.Qualifications:, • Deep subject matter expertise in regulatory compliance, quality assurance methodologies, and risk management within the financial services industry., • Proven ability to design and lead Financial Crimes Compliance QA programs in complex, matrixed environments involving third-party partnerships, fintech platforms, and high-risk product offerings., • Demonstrated experience presenting Financial Crimes Compliance QA findings, thematic trends, and risk insights to executive leadership, Board-level committees, and regulatory agencies., • Strong working knowledge of BSA/AML/OFAC requirements., • Strategic mindset with the ability to drive long-term program maturity while executing detailed operational reviews and initiatives., • Proficient in leveraging technology platforms to support Financial Crimes Compliance QA activities, including GRC systems, workflow tools, and automated testing solutions., • Exceptional written and verbal communication skills, with the ability to translate complex compliance matters into actionable, business-aligned recommendations., • Collaborative leader with a track record of building high-performing teams and influencing cross-functional partners across Compliance, Legal, Risk, Operations, and Technology., • Bachelor’s degree required; advanced degree (e.g., JD, MBA) or relevant professional certifications (e.g., CAMS, CRCM, CISA, CFE) strongly preferred., • Minimum of 10 years of experience in Compliance, Audit, Risk, or Internal Controls, with at least 5 years in a senior leadership or QA oversight role., • Prior experience overseeing Financial Crimes Compliance QA or testing programs focused on consumer protection, AML, sanctions, or third-party oversight is highly desirable. "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionAre you interested in joining a leader in the mortgage industry who offers stability and growth, ongoing training opportunities and employee engagement? We're hiring a mortgage loan officer assistant who will work directly with and support our loan origination staff. You’ll track leads daily, schedule appointments for the mortgage team, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.Compensation: 50000 - 65000 yearly Responsibilities: • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed, • Provide administrative support such as screening and making calls, booking appointments, etc., • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction, • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator, • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperworkQualifications:, • Preferred degree in banking or finance, and a high school diploma or equivalent is required, • Having an NMLS license is not required, but is preferred, • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients, • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred, • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant About Company CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000’s Fastest-Growing Private Companies list and have received countless awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture, driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our enterprising spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Job Description We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now! Compensation: $60,000 yearly Responsibilities: • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer, • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service, • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork, • Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items, • Assist with administrative duties such as making and screening calls, booking appointments, etc.Qualifications:, • At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant, • Excellent customer service and communication skills and willing to go above and beyond for customers and team, • NMLS license or training is not required, but is desired, • Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc., • College degree in finance or banking preferred. High school diploma or equivalent requiredAbout Company CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000’s Fastest-Growing Private Companies list and have received countless awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture, driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our enterprising spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Job Description Our mission is to increase the success rate of small businesses. Traditional banking has been a growth limiter rather than a growth enabler for business owners, and we’re changing that. Relay is the all-in-one, collaborative money management platform. We’re building for employer SMBs and their finance function, internal and external, and are focused on delivering a human-centric customer experience. Ultimately, we help SMBs be ‘on the money'. We’re looking for a Senior Product Marketing Manager to join our fast-growing Product Marketing team. In this role, you’ll sit at the center of product, marketing, and growth – driving strategy, informing roadmap, and unlocking adoption through creative and strategic launches, analysis, customer insights, and storytelling. Applicants must be located in the New York City metropolitan area or the surrounding tri-state region (New York, New Jersey, or Connecticut). This is an ideal role for a PMM who is hungry for impact, strategically minded, and passionate about bringing fintech products to market. You'll own positioning, partner with product to influence what we build, and work across teams to ensure our product drives real customer value and sustained growth. From early ideation to product launch, you’ll partner with cross-functional teams to shape positioning and messaging, lead go-to-market strategies, set pricing and packaging, and uncover insights through market research and competitive intelligence. You won't just support GTM – you’ll help shape it, with a deep focus on experimentation, conversion, and storytelling that connects users to product value. What You’ll Be Doing * Roadmap & Strategy Partnership: Serve as a key voice of the customer to inform product roadmap and prioritization. Collaborate closely with Product Management and Brand/Design to align product strategy with market opportunities and growth potential * Adoption & Growth Strategy: Own the strategy and execution of programs that drive product adoption, activation, and retention for your product line. Identify friction points in the user journey and partner with Product, Growth, and Data to experiment, test and iterate on improvements * Go-to-Market Planning: Develop and own go-to-market strategies for new features, product launches, and key initiatives across our product lines. Validate launches are informed by customer needs, and GTM efforts are tied to measurable business outcomes * Customer & Competitive Insights: Lead research efforts to understand user needs, use cases, and market trends. Translate customer insights into positioning and messaging that resonate with users, refining it across the customer journey and ensuring consistent delivery across all marketing channels * Cross-Functional Collaboration: Work hand-in-hand with Product, Data, Brand/Design, Demand Generation, Growth, Sales, and Partnerships to message on product marketing goals, share insights, and create cohesive customer experiences * Project Management: Product launches cross-functionally to hit targets and launch and enable internal teams on time Who You Are * You have 5+ years of product marketing experience, preferably in an early-stage B2B or B2B2C company, with experience supporting SMBs * You have a proven track record of launching products or features, driving adoption, and delivering tangible business and customer outcomes * You’re a data-driven storyteller, skilled at crafting compelling narratives that resonate with and influence stakeholders and customers alike based on metrics * You’re a customer champion – you engage deeply with customers and translate those insights into messaging and positioning that resonates * You take pride in being a trusted voice of the customer when they’re not in the room * You have exceptional project management skills, leading and influencing cross-functional stakeholders to act with urgency and meet objectives and deadlines * You’re metrics-driven – you define KPIs, create reporting requirements, and partner with the Data team to produce high-quality reports that track progress * You excel in fast-paced environments, have a bias for action, and demonstrate a strong ownership mindset Our Commitment to You * Competitive salary and meaningful equity: Relay employees are Relay owners, complete with equity and a competitive salary. * Comprehensive health benefits: enjoy full health benefits from day one. We offer flexible Health or Wellness Spending Accounts and medical, dental, and vision coverage for you and your dependents. * Flexible vacation and time off: every team member starts with 15 vacation days and 5 flex days to use as needed, plus an extra week of office closure during the end-of-year holidays so you can take time off to recharge and come back better for our customers. * Parental leave with top-up: we offer 12 weeks off with a 100% salary top-up for all full-time employees, regardless of location, and accessible for all parents: birthing, non-birthing, and adoptive. * Remote work environment: this is a primarily remote role with occasional visits to the Toronto office for collaboration and team connection. Travel and accommodations are fully covered. * Dog-friendly space: can dogs really make you happy and healthy? We don’t know for sure, but since we don’t want to chance it, our office is 100% floof-friendly. * Personal and professional growth: through ongoing feedback, mentorship, and coaching, work with peers and leaders who are invested in your growth and success. * Top-tier equipment: as a Mac-first company, our Toronto offices have everything you need to produce your best work comfortably, from multiple screens to ergonomic seating. * Social connection: we believe in celebrating our wins with two annual company-wide get-togethers, quarterly team events, happy hours, and special events and networking opportunities with industry leaders. The Interview Process * Stage 1: A 30-minute Google Meet video call with a member of the Talent team * Stage 2: A 60-minute Google Meet video call with the Director, Product Marketing * Stage 3: A 45-minute Google Meet video call with a member of the Leadership team * Stage 4: A take-home case study followed by a 60-minute Google Meet video call with our team Why Relay Might Be the Perfect Fit For You * You push relentlessly for reinvention: You’re built to constantly ask, “How can this be better?” Change excites you and you drive it. * You crave autonomy: We trust our team with big challenges and the freedom to solve them. If you’re someone who takes initiative, is comfortable taking risks, and seeks input when needed, you’ll find the freedom here empowering. * You own your work: You take pride in your work, follow through on commitments, and feel a deep sense of responsibility for outcomes, not just tasks. * You treat comfort as a red flag: You seek growth. When things feel too comfortable, you lean into change. You’re excited about stepping into the unknown and navigating new terrain to create something better alongside your team. * You care about impact, not noise: You care deeply about the substance of your work. You measure success by results, not recognition and you let your work speak for itself. * You’re energized by complexity and ambiguity: You enjoy tackling problems that don’t come with a playbook. You’re comfortable building from scratch, iterating as you go, and collaborating to shape the best path forward. * You seek out feedback: We value directness, clarity, and respect. We believe honesty fuels great work and career growth. You see feedback as a tool for learning and improvement, and you know that open, honest dialogue is key to achieving the best results — together. * You’re here for more than a job: At Relay, everything we do is in service of our mission to help small businesses thrive. To drive impact and have purpose here, that mission must matter to you too. Our Promise We’re driving real change for small business owners, powered by truly remarkable people. At Relay, you’ll find the confidence to take chances, trust to take initiative, and the support you need to build a career you love. Here, we make sure every team member feels empowered to make big decisions, encourage to ask tough questions, and challenged to take risks that result in work we’re all proud of. We give you the baton–you run the Relay. What’s Important to Us: Research shows that women-identifying and other marginalized individuals often apply only if they meet 100% of the qualifications. But no one is a perfect match on paper. If this role excites you, we’d love to hear from you and figure out together if it’s a great fit. At Relay, we believe that diversity is key to building high-performing teams, and creating an inclusive work environment is our priority. We are an equal opportunity employer and welcome people of diverse backgrounds, perspectives, and skills. We will work with applicants to provide accommodations at any stage of the hiring process. If you require accommodations during the interview process, please email your Talent Partner, and we will work with you to meet your needs. Compensation Range: $144.5K - $170K

Job DescriptionCompany Description Williams Lea, by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly. Job Description Williams Lea is hiring for a Hospitality Associate, Sr. for our New York City office to work Monday to Friday 11:00 am to 8:00 pm! Pay: $26.00/hour The Senior Hospitality Associate position is responsible for providing hospitality and catering services as a client site including conference room set-up, reception assistance and other general office support as needed (copy, mail and intake functions) Job duties: * (* denotes an “essential function”) • Check conference room and meeting scheduler throughout shift and make note of any changes to ensure meetings are set-up accurately., • *Set up conference rooms according to client’s request, including audio/visual equipment, food, beverages, utensils, ice, etc., • Clean up conference rooms after use and return property to vendors if necessary., • Prepare coffee and other beverages in assigned kitchens each morning., • Clean up coffee makers in each kitchen in the evening. Communicate with supervisor or client on meeting request concerns or deadline issues. Maintain inventory of catering supplies and order supplies as needed. *Place orders for food and beverages for use during meetings Assist in training new hires., • Prioritize work flow. Assist in process improvement ideas., • Answer telephone in hospitality center., • Adhere to Williams Lea Tag policies in addition to client site policies. Use equipment and supplies in a cost efficient manner., • Must be able to lift up to 50 lbs. on a regular basis., • Provide back-up support to Reception and/or Office Services as needed.Qualifications, • High school diploma or equivalent., • Minimum of one (1) year Hospitality services experience in a legal, banking or corporate environment or three (3) years of experience in hospitality, restaurant or housekeeping industry, • Able to make independent decisions that conform to business needs and policy., • Strong interpersonal communication skills required., • Excellent organizational skills required., • Must be able to meet deadlines and complete all projects in a timely manner., • Strong attention to detail is required., • Must work well in a team environment., • Professional attire and demeanor required., • Good written communication skills., • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level., • Ability to work in a fast paced, high energy environment., • Ability to work on multiple projects simultaneously., • Ability to operate basic audio/visual equipment., • Professional telephone demeanor., • Ability to anticipate client’s needs for meetings and events., • Must be self-motivated with positive can do attitude., • Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site., • General work environment is professional., • Potential hazards are involved in working with hot food and cleaning supplies., • Must be able to work standing up all or most of the time., • Ability to work overtime as needed. Benefits: • Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug), • 401k Retirement Savings Plan Including Employer Match, • Paid Time Off (PTO), • Life Insurance, • Paid Parental Leave, • Short-term & Long-term Disability, • Healthcare & Dependent Care Flexible Spending Accounts, • Domestic Partner Coverage, • Commuter Benefits, • Legal Assistance, • Employee Assistance Program (EAP), • Additional Employee Perks and Discounts Additional Information It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity of expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing. #GOC #LI-0925 #LI-onsite All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job DescriptionLong Island, NY Salary Range: $30.22/hr - $35.71/hr The Management Associate participates in a 6-to-18-month management development training program designed for participants to gain the requisite knowledge and leadership skills in order to advance into an Assistant Branch Manager position within the footprint of Apple Bank’s retail banking network. The successful candidate should demonstrate a high level of initiative, discretion, and judgment and must be able to take ownership of the learning process through the completion of training courses, rotations, assignments, and objectives that are outlined in their personal development plan. Over the course of the program, the incumbent learns to develop the capability to independently manage a branch, including the teller unit, platform, and other ancillary operations, as well as how to provide support to the Branch Manager in the achievement of business development, customer service and operational performance goals that maximize profitability. ESSENTIAL DUTIES & RESPONSIBILITIES • Learn how to perform the following retail banking positions through in-branch training rotations: Teller, Operations Supervisor, Customer Service Representative and Assistant Branch Manager., • Attend a variety of assigned training courses to develop a comprehensive understanding of business development, customer service, operating procedures, policies, security/safety controls, compliance and reporting requirements., • Review daily reports and conduct branch audits; ensure compliance with company policies, procedures and audit requirements., • Learn processes and functions of our key support areas through a series of department rotations on the corporate side of the business to understand the responsibilities handled by these departments that support the branch network., • Develop a focused management/leadership style; coach and evaluate branch staff., • Contribute to the enrichment of the branch culture by motivating team members and enhancing morale., • Demonstrate ability to identify customer needs and recommend products and services, both personally and through the effective coaching of employees., • Minimize and resolve customer complaints through employee coaching and training., • Perform all operational duties as required, during peak periods to maintain coverage, including teller line functions., • Conduct staff meetings to discuss bank/branch objectives; establish priorities in order to ensure compliance with established policies and procedures., • Make sound decisions regarding approval of customer and or bank transactions within authority limits, weighing customer satisfaction issues versus Bank exposure to loss or fraud., • Notarize legal documents for bank customers., • Perform other job-related duties or special projects as assigned. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required; Associate’s or Bachelor’s degree in Business preferred., • 3+ years of retail banking experience, • Prior supervisory experience preferred., • Must have strong customer service and sales experience., • Demonstrated leadership and decision-making skills., • Knowledge of banking products and services preferred., • Effective problem-solving skills., • Strong interpersonal skills and communication skills (verbal + written)., • Strong computer skills preferred (Microsoft Office suite of products)., • Must be a team player., • Ability to motivate and achieve results through the coaching of others., • Detail oriented with strong organizational skills and ability to multi-task., • Licensed Notary Public for New York State., • Display willingness to adjust schedule to work at various branch and corporate office locations, for various lengths of time, including weekends and extended hours. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Job Title: Counsel & Regulatory Compliance Program Manager Department: Legal & Compliance Department Classification: Exempt Reports to: Chief Compliance Officer Summary/Objective: Provide legal and compliance support to the Chief Compliance Officer and Deputy Head of Compliance with the management, formulation, implementation and monitoring of the Compliance Management Program to ensure the Bank achieves optimum compliance with applicable regulatory requirements. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Provide legal and compliance support to the Bank’s business lines and management., 2. Assist in the interpreting and monitoring of federal and state laws and regulations;, 3. Manage the regulatory and corporate compliance monitoring and testing program., 4. Assist in reviewing documentation, notification and disclosures required by the consumer protection laws., 5. Manage the Bank’s regulatory change management program., 6. Assist in the coordination and participation of the product and service development process., 7. Assist in the administration of the Compliance Training Program., 8. Prepare management reports and risk assessments as necessary., 9. Assist in the review and preparation of legal contracts., 10. Manage legal process, including civil and criminal matters., 11. Coordinate with wide range of internal and external lawyers., 12. Provide legal and compliance support to the business, compliance, senior management responsible for responding to non-routine customer complaints, litigation, regulatory inquiries and exams., 13. Perform special projects and additional duties and responsibilities as assigned by the Chief Compliance Officer or Deputy Head of Compliance., 14. Provide legal advice and support to the Chief Compliance Officer and Deputy Head of Compliance. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Knowledge of federal and state banking laws pertaining to consumer protection, corporate compliance and other applicable state laws., 2. Ability to understand and analyze laws and regulations., 3. Ability to read, analyze, and interpret general financial data. 4. Communicate issues to senior management in an effective manner., 4. Computer literate; fluency in Microsoft Office programs, especially Excel. Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Travel Requirements: Minimal. Required Education and Experience: Juris Doctorate degree with at least 3+ years of legal or compliance experience in banking. Additional Qualifications: Licensed to practice law in the State of New York.

Job DescriptionManhattan, NY Salary Range: $30.22/hr - $35.71/hr The Management Associate participates in a 6-to-18-month management development training program designed for participants to gain the requisite knowledge and leadership skills in order to advance into an Assistant Branch Manager position within the footprint of Apple Bank’s retail banking network. The successful candidate should demonstrate a high level of initiative, discretion, and judgment and must be able to take ownership of the learning process through the completion of training courses, rotations, assignments, and objectives that are outlined in their personal development plan. Over the course of the program, the incumbent learns to develop the capability to independently manage a branch, including the teller unit, platform, and other ancillary operations, as well as how to provide support to the Branch Manager in the achievement of business development, customer service and operational performance goals that maximize profitability. ESSENTIAL DUTIES & RESPONSIBILITIES • Learn how to perform the following retail banking positions through in-branch training rotations: Teller, Operations Supervisor, Customer Service Representative and Assistant Branch Manager., • Attend a variety of assigned training courses to develop a comprehensive understanding of business development, customer service, operating procedures, policies, security/safety controls, compliance and reporting requirements., • Review daily reports and conduct branch audits; ensure compliance with company policies, procedures and audit requirements., • Learn processes and functions of our key support areas through a series of department rotations on the corporate side of the business to understand the responsibilities handled by these departments that support the branch network., • Develop a focused management/leadership style; coach and evaluate branch staff., • Contribute to the enrichment of the branch culture by motivating team members and enhancing morale., • Demonstrate ability to identify customer needs and recommend products and services, both personally and through the effective coaching of employees., • Minimize and resolve customer complaints through employee coaching and training., • Perform all operational duties as required, during peak periods to maintain coverage, including teller line functions., • Conduct staff meetings to discuss bank/branch objectives; establish priorities in order to ensure compliance with established policies and procedures., • Make sound decisions regarding approval of customer and or bank transactions within authority limits, weighing customer satisfaction issues versus Bank exposure to loss or fraud., • Notarize legal documents for bank customers., • Perform other job-related duties or special projects as assigned. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required; Associate’s or Bachelor’s degree in Business preferred., • 3+ years of retail banking experience, • Prior supervisory experience preferred., • Must have strong customer service and sales experience., • Demonstrated leadership and decision-making skills., • Knowledge of banking products and services preferred., • Effective problem-solving skills., • Strong interpersonal skills and communication skills (verbal + written)., • Strong computer skills preferred (Microsoft Office suite of products)., • Must be a team player., • Ability to motivate and achieve results through the coaching of others., • Detail oriented with strong organizational skills and ability to multi-task., • Licensed Notary Public for New York State., • Display willingness to adjust schedule to work at various branch and corporate office locations, for various lengths of time, including weekends and extended hours. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionThe Role The Technical Account Manager will be part of the ION's Equities Technical Account Management Department. The TAM team is formed of an enthusiastic mix of people with strong technical, functional and customer service skills. The Technical Account Manager will manage client relationships and will drive implementation of projects and other initiatives post contract. This position involves project management, business management and relationship management with assigned client accounts. This position requires prior knowledge and experience with software technology and the business flows of Derivatives (Futures and Options), Fixed Income and/or Equities (Equities and Equity Options)Key Responsibilities: • Cultivate client partnerships to ensure joint alignment of short and long-term goals., • Tracking of strategic client issues and progressing them through internal groups., • Serving as a liaison with internal departments including sales, accounts and technical support., • Manage multiple clients and prioritize initiatives among those clients., • Working with technical support and operations groups to ensure timely resolution of tactical problems., • Initiate, participate and lead departmental and intradepartmental teams and initiatives to improve processes. Required Skills, Experience and Qualifications:, • Bachelor's degree, preferably in STEM, Economics/Finance or a numerate discipline, • 2 years of experience in a software product vendor or consultancy services company., • Demonstrated knowledge of Equities - trading business flows and markets, highly preferred, but candidates with solid Capital Markets experience in other areas like Fixed Income and/or Derivatives are encouraged to apply., • Experience in financial services or technology industry a plus., • Project management experience a plus., • Outstanding presentation and communication skills (verbal & written)., • Exceptional customer service and relationship building skills., • Strong analytical skills and detail orientation.

Job DescriptionABOUT EXTEND Extend offers businesses powerful spend controls and expense workflows that drive efficiency, improve security and visibility, and overall, help better manage company spending. Our primary product is a spend and expense management platform that allows SMBs to create on-demand virtual cards, automate reconciliation, and manage employee expense reports. We have built the first virtual card platform of its kind, directly integrated with processors, networks, and the technology that supports banking across the industry. We offer several virtual card products including an app-as-a-service that banks can offer business customers with their existing credit cards, a suite of virtual card APIs for those looking to build custom payment solutions, and we also offer secure connectivity to key banking and payment services that enable 3rd-parties to integrate and embed payments into their software. VC-funded Extend is headquartered in Manhattan and has recently raised $20m in capital from top fintech investors. With 65 passionate team members and exciting momentum, there’s never been a better time to join our team! For more information visit paywithextend.com ABOUT THE ROLE We’re looking for a strategic, execution-oriented Senior Product Marketing Manager to lead and scale our product go-to-market (GTM) strategy. In this role, you will be the driving force behind how we position, launch, and sell our products, especially as we scale our SaaS expense management platform and empower our bank partners. You’ll translate our product roadmap into compelling messaging, GTM plans, and sales enablement programs that drive adoption, revenue, and partner success. This is a high-impact leadership role for someone who thrives at the intersection of product, marketing, and sales—and who’s excited to turn strategy into results. This role is based out of our New York City office. You’ll report directly to the CMO and Co-founder, working closely with teammates across Product, Design, Sales, and Customer Support. WHAT YOU’LL DO • Lead end-to-end GTM strategy for new product and feature launches in close partnership with Product, coordinating cross-functional execution to maximize awareness, adoption, and impact., • Develop differentiated positioning and messaging for SMBs and bank partners, evolving narratives to reflect changing market dynamics and customer needs., • Own lifecycle marketing, from onboarding flows to upsell campaigns, delivering clear, compelling content and strategies that educate customers, drive adoption, and deepen engagement., • Write with clarity and impact across in-app messaging, UX copy, landing pages, lifecycle emails, webinars, and educational content., • Collaborate with Design, Brand, and Content teams to produce collateral, website content, webinar talk tracks, campaigns, and thought leadership that clearly communicates value and differentiation., • Build, scale, and deliver sales enablement programs that equip both Extend’s sales team and partner bankers to succeed. This includes:, • Banker education programs and partner training sessions, • Sales enablement assets such as pitch decks, one-pagers, feature release toolkits, and objection-handling guides, • Campaign content for banker sales channels, including social posts, outreach sequences, and email templates, • Drive co-marketing initiatives with partners to increase awareness, credibility, and demand., • You have 8+ years of experience in product marketing, primarily in B2B SaaS. Experience in fintech or payments is a plus., • Proven success launching SaaS products and features end-to-end, owning positioning, messaging, and GTM strategy while driving measurable adoption., • Strong track record in sales enablement, building training programs and creating assets that empower revenue teams and channel partners., • Expertise in lifecycle marketing, including in-app messaging, onboarding flows, email campaigns, and upsell strategies., • Skilled in customer research and competitive analysis, translating insights into differentiated messaging and GTM impact., • Clear, confident writer who can translate technical concepts into crisp, benefit-led narratives., • Experienced in cross-functional collaboration, bringing structure and momentum to fast-paced, high-growth environments.You’re a strategic doer:, • Equally comfortable shaping big picture GTM strategy, leading sales training, or jumping in to polish a pitch deck., • Able to influence senior stakeholders while rolling up your sleeves to execute with speed and quality. You bring the right mindset:, • Entrepreneurial and adaptable – you thrive in fast-paced, unstructured environments where you prioritize smartly, collaborate effectively, and move quickly without sacrificing quality., • Customer-obsessed – you’re always thinking about the buyer’s journey and partner success., • Collaborative – you build trust and lead through influence across teams., • Curious and growth-minded – you actively seek insights, ask questions, and embrace opportunities to expand your impact.WHAT WE OFFER:, • A competitive compensation package, • Equity for all–our success is your success, • Unlimited vacation–and we want you to use it, • 401K matching, • Flexible work options, • Comprehensive health coverage for you and your family, effective day one of employment, • Maternity and paternity leave benefits, • Reimbursement for gym memberships, • Work with and learn from functional experts across disciplines The salary range for this role is up to $150K, depending on factors such as work experience, skills, and qualifications. In addition to base salary, you’ll be eligible to participate in Extend’s annual bonus plan, which is based on both individual and company performance. To all recruitment agencies, Extend does not accept agency resumes. Please do not forward resumes to our jobs alias, Extend employees or any other company location. Extend is not responsible for any fees related to unsolicited resumes Extend is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, citizenship or immigration status, or any other status protected by law. Powered by JazzHR Kd69p9Q97I

Job DescriptionCompany Description Williams Lea, by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly. Job Description Schedule: Mon - Fri 12pm - 8:30pm This is a hybrid role with 2 days on-site, however, you must complete probationary period prior to approval. This schedule may subject to change based on business demands. The Senior Presentation Associate position is responsible for providing presentation services for our clients. Duties: • *Utilize appropriate logs and/or tracking software for all presentation work, • *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle, • *Perform work in presentation design, including, but not limited to creating and editing multi-page/multi-section documents using templates and style sheets for pitchbooks, graphs, charts, presentations and other print/design projects; intake and workflow coordination functions as needed, • *Perform printing and binding of presentations as needed, • *Use established procedures, standards and formats to edit, proof, create, or otherwise complete presentation requests to client satisfaction, • *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions, • *Communicate with team members, lead, supervisor or client on job or deadline concerns, • *Meet contracted deadlines for service delivery to our clients, • *Troubleshoot basic software or hardware problems, • Help to foster a proactive environment of continuous service enhancement and relationship building with the client, • *Perform Quality Assurance on own work and/or work of others, as requested, • Adhere to Williams Lea policies, in addition to client policies, • Use equipment and supplies in a cost efficient mannerQualifications, • Bachelor Degree or equivalent, • Minimum 3 years of experience with presentations preferably in a legal, banking or large corporate environment, • Skilled in the use MS Office software (Excel, PowerPoint, Visio as examples); strong keyboarding and typing skills, • Familiar with other software programs for editing and/or creating documents; specifically, Adobe PDF & Creative Suite (Illustrator, Photoshop as examples), • Strong attention to detail; able to work on multiple projects simultaneously, • Able to apply intermediate requisite knowledge of appropriate grammar, spelling, composition to work requests, • Must have good organizational skills, • Must have experience printing and binding presentations, • Must be able to meet deadlines and complete all projects in a timely manner, • Ability to handle sensitive and/or confidential documents and information, • Able to exercise good judgment to make decisions that conform to business needs and policy, • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level, • Ability to maintain professional composure when working with immediate deadlines, • Ability to work both independently and collaboratively as part of a team, • Ability to work in a fast paced environment, • Ability to communicate professionally both verbally and in writing, • Must be self-motivated with a positive attitude, • Proven customer service skills are required in order to create, maintain and enhance customer relationships Additional Information Pay: $34.00/hour Benefits: • Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug), • 401k Retirement Savings Plan Including Employer Match, • Paid Time Off (PTO), • Life Insurance, • Paid Parental Leave, • Short-term & Long-term Disability, • Healthcare & Dependent Care Flexible Spending Accounts, • Domestic Partner Coverage, • Commuter Benefits, • Legal Assistance, • Employee Assistance Program (EAP), • Access to on-site Gym and Café, • Company Provided Parking Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing. #GOC #LI-0925 #LI-onsite #LI-hybrid All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job Description #parttime Job Title: Hospitality Associate Reports To: The Hospitality Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Top of the Rock at Rockefeller Center is an iconic New York City attraction, offering breathtaking views of the city skyline from the Observation Deck. We are seeking dedicated and customer-oriented individuals to join our team! As a valuable member of the team, you are the face of the famous popular observation deck and will be responsible for creating uniquely unforgettable experiences for our guests. Our team members are empowered to create singular moments by displaying a strong attention to detail and anticipating our guests' needs. Applicants should demonstrate an ability to quickly learn and communicate information pertaining to Top of the Rock as well as other aspects of Rockefeller Center. In this role, you will have specific job duties such as Host, Ambassador, Retail, Sales, VIP Lounge Server. You will be the primary point of contact to greet and guide guests through the attraction while providing an exceptional guest service experience. Working hours will include daytime, evening, weekend, and holiday hours. Availability on weekends and holidays is required. Fluent English is required and the ability to speak multiple languages is a plus. Applicants must be able to walk, stand, bend, twist, and lift throughout an entire shift. Due to the nature of this role and its responsibilities, the team member must report to the on-site work location during scheduled work hours. Public health and safety are a top priority of every team member. All employees must be committed to creating a safe and enjoyable environment for all our guests and staff. Typical Work Schedule: 7:00AM-3:00PM/4:00PM and 3:00PM-12:00AM Requirements: • Routinely demonstrate behaviors that indicate the highest level of manner and service, • Consistently smile and interact with guests, • Demonstrate a "can do" philosophy towards problem-solving, • Be able to understand and communicate in English, both verbally and in writing, • Work cooperatively with other team members, • Maintain a positive attitude in the work environment, • Must be willing to work as necessary in changing climate conditions, • Must be able to work at all points of the attraction, including the upper decks, • Must have open availability including early mornings, late nights, weekends and holidays Qualifications: • High School Diploma (or equivalent)., • 1–2+ years of work experience preferred., • Strong organizational, time management, analytical, and problem-solving skills., • Excellent written and verbal English communication.Proficiency with (or ability to learn) required computer systems., • Professional appearance, attitude, and adherence to policies/procedures. Approximately 50% of the time this position requires the below physical demands. • Ability to lift/move up to 60 lbs. using carts or manually., • Frequent walking, standing, bending, kneeling, and sitting for extended periods., • Manual dexterity for office equipment (phones, copiers, binding machines, etc.)., • Ability to operate a computer and use a monitor/keyboard. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$18—$18 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a Senior Associate, Office of Foreign Assets Control (OFAC) Senior Analyst I with 4 to 6 years of banking and OFAC sanctions screening experience. Within the OFAC Team of the Financial Crimes Compliance (FCC) Unit, this role analyzes OFAC alerts yielded from CFSB’s full range of offered banking services including ACH settlement services, pre-paid card issuance, and retail banking for our general customer base and the various types of Money Services Businesses and FinTech companies serviced by CFSB. There are stratified designations within the Senior Associate, OFAC Senior Analyst I role which are assigned based on experience and skill (e.g., Senior OFAC Analyst I, Senior OFAC Analyst I). The Analyst suitable for this role will display a high degree of professionalism and integrity through their work and will possess a solid understanding of OFAC sanctions, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) regulations. Responsibilities: • Investigate escalations of sanctions screening of real-time and post-transactional alerts in the Bank’s automated sanctions screening solution for potential violations of OFAC and other governmental sanctions. Investigate potential matches and true positive hits; escalate for further review and approval as required by procedure., • Ability to assist in ancillary duties to ensure efficient identification and monitoring of sanctioned entities, including case tracking and assisting with quality control reviewing., • Conduct investigations to ensure that the OFAC work is handled in accordance with defined procedures that meet standards for both quality and timeliness., • Review daily manual reports for OFAC screening, documenting the reviews and reporting findings to management as necessary., • Review potential customer name matches and escalations from the bi-weekly Financial Crimes Enforcement Network’s (FinCEN’s) 314(a) list., • Succinctly and clearly summarize potential match escalations (including conducting additional research) accordingly and thoroughly document the resolution., • Interact with other departments/lines of business on resolution of issues (e.g., Operations Department, CFSB clients)., • Stay abreast of regulatory changes and AML related news, with an emphasis on OFAC sanctions-related developments. Ensure timely completion of all mandatory training requirements., • Effectively utilize and operate all tools and technology appropriate to the role., • Identify potential strategic process improvements and assist with implementation., • Assist other teams within Compliance on workflow and project when needed.Knowledge, Skills, and Abilities:, • Must possess a demonstrable knowledge of enterprise systems, network, security, and software administration and engineering within a hybrid cloud environment., • Experience with OFAC sanction screening of various customer types desired (e.g., Money Services Businesses such as money transmitters; pre-paid card programs; debit card programs: and retail banking customers)., • CAMS certification a plus (may be in-process at time of hire within specified timeframe of completion)., • Familiarity with OFAC screening within ACH and wire transfer transaction threads., • Expert level ability to obtain necessary information to classify an escalated OFAC hit as a “match” or “not a match” with minimal guidance and supervision. Ability to make accurate decisions supported by detailed documentation justifying decisions., • Strong research, analysis, communication, writing, and follow-up skills. Ability to identify, escalate and resolve a problem., • Ability to liaise between internal business lines and external vendors and clients, and to work well both independently and as part of a team., • Ability to work dependably and consistently under time constraints, and to manage time efficiently and effectively., • In-depth understanding of compliance and BSA/AML/OFAC regulatory requirements and implications., • Proficiency in standard Microsoft Suite programs., • Experience with CGI HotScan’s sanctions screening solution a plusEducation, Training, and Experience:, • Bachelor’s degree or evidence of directly related experience to the role. Master’s degree a plus., • Minimum of 4 to 6 years in an OFAC screening-specific role. Salary Range: $85,000 - $110,000 / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionAWS IT Project Management ConsultantLocation: Remote (Full-Time) Company: Vertical RelevanceAbout the RoleVertical Relevance is seeking a skilled AWS IT Project Management Consultant to join our growing team. This full-time remote role is ideal for someone passionate about cloud transformation, technical leadership, and delivering impactful solutions. You’ll be responsible for managing the full lifecycle of AWS-based software systems—from planning and design to deployment and optimization. This position requires strong collaboration, communication, and organizational skills to ensure customer success across diverse engagements.Key Responsibilities • Guide clients through their cloud adoption journey, offering strategic and technical expertise in a banking environment or Financial Services environment with credit cards a +, • Plan, design, and implement AWS-based IT project solutions tailored to customer needs., • Develop and maintain high-quality technical assets including automation tools, reference architectures, and documentation., • Design and implement AWS data quality and governance solutions., • Collaborate with cross-functional teams (DevOps, QA, Platform, Security) to deliver integrated solutions. Must understand Containers in cloud environment., • Translate customer feedback into actionable insights for solution development and roadmap planning., • Contribute to thought leadership through blog posts, case studies, and internal knowledge sharing.Qualifications, • Proven expertise in AWS services and cloud architecture., • Experience with test automation frameworks and environment teardown strategies., • Strong understanding of DevOps principles and CI/CD pipelines., • Familiarity with containerization, orchestration, and self-service portal design., • Demonstrated success in managing cloud infrastructure or DevOps projects., • Proficiency in Agile/Scrum methodologies and technical roadmap alignment., • Skilled in risk management and incremental delivery., • Comfortable working with technical architects and engineers to define scalable solutions.Technical Skills AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – EC2, ECS, EKS, ECR, Lambda * AWS Database Services – RDS, DynamoDB * AWS Networking Services – VPC, Route53, API Gateway * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy, AWS Cloud9 * AWS Management and Governance Services – AWS Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Key Management Service, Secrets Manager * AWS Application Integration Services – SNS, SQS, Step Functions, Simple Workflow, EventBridge About Vertical RelevanceVertical Relevance helps organizations drive value through strategic transformation across people, processes, and systems. With deep expertise in Financial Services—including Wealth Management, Asset Management, Insurance, and Banking—we deliver tailored solutions that generate measurable ROI. Our consultants average 20+ years of industry experience and are committed to excellence, agility, and customer success. We also support clients in technology and media sectors through our Customer Experience practice, leveraging trends in CRM, predictive analytics, digital knowledge management, and cloud transformation.Equal Opportunity Statement Vertical Relevance is an equal opportunity employer. We welcome and encourage applicants from all backgrounds and identities. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or age. Powered by JazzHR LEWjWSslHj

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: We are seeking an experienced Senior Network Engineer to join our IT Infrastructure team within a fast-paced financial environment. This role involves designing, implementing, and maintaining a high-performing, secure, and scalable network infrastructure to support critical financial business operations. The ideal candidate will have expertise with leading networking and voice technologies, an understanding of security practices, and a proactive approach to problem-solving. Reporting to the Network Manager in the Information Technology department, you will be an integral part of the Network group operating in an environment of high team collaboration with a strong desire to respond and resolve problems and requests in a prompt manner. Core Responsibilities: Responsible for the ongoing administration, management, and strategic design of the firm’s network and telecommunications systems: • Provide 24x7 support to maintain continuous uptime for the firm’s corporate network, • Provide Level 2 and 3 support to other teams within the IT department, • Provide Level 2 and 3 support for our IPC turret systems, • Design, deploy, maintain, and monitor network infrastructure including routers, switches, firewalls, and wireless solutions (e.g., Cisco Catalyst, Nexus, Meraki devices)., • Manage VPNs, load balancers (e.g., Citrix NetScaler), and secure remote access solutions., • Configure, maintain, and optimize firewalls (e.g., Palo Alto Networks, Cisco ASA) for robust security and compliance., • Monitor and troubleshoot network performance using industry standard tools (e.g., SolarWinds), • Implement and manage network segmentation and security protocols to protect sensitive financial data., • Collaborate with internal teams to integrate network solutions with cloud platforms such as Microsoft Azure., • Develop and maintain comprehensive documentation for network configurations, processes, and troubleshooting procedures., • Stay updated on emerging technologies, assess their potential impact, and recommend improvements to the current network environment., • Manage and maintain relationships with various telecom / networking / hardware vendors, • Manage and maintain relationships and peering states with market related vendors, • Project Management – ability to lead and manage networking and telephony projects, • Perform moves / adds / changes related to Infrastructure, • Support and maintenance of our Cisco Unified Communications services and recording systems, • Experience supporting and troubleshooting AV equipment (e.g., Cisco WebEx Bar, Cable TV), • Ongoing Data Center maintenance and inventory management, • Address security related tasks / projects, • 7+ years of experience in LAN / WAN / MAN management in a fast-paced financial services environment. Configuring Cisco switches / routers (IOS XE, IOS XR and Nexus OS)., • 7+ years of experience with various network / routing protocols, BGP, EIGRP, OSPF, VPC etc., • 7+ years Cisco firewall (ASA/FTD) and Palo Alto., • 5+ years of experience in VoIP and mixed TDM environment., • Solid knowledge of VPNs, load balancers, NetScalers, and secure remote access solutions., • Data Center management experience. Knowledge of wiring and cabling infrastructures., • Ability to work late in order to troubleshoot and perform upgrades and system maintenance outside of business hours., • Ability to independently manage multiple projects simultaneously from research and testing through to production deployment., • Experience in dealing with telecom vendors throughout the circuit provisioning lifecycle., • Experience with network security systems / services as well as enterprise monitoring systems., • Exceptional network troubleshooting skills and ability to resolve complex technical issues., • Excellent communication skills with a focus on customer service, • CCIE Voice Certification, CCIE Routing and Switching, IPC Level 1 Certification, Cisco VOIP Training, Cisco Security or Cisco Data Center certifications., • Hands on experience with network automation tools. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job DescriptionAbout ReKlame Health Sixty million adults experience mental health challenges in the United States, yet one-third lack access to proper care. Opioid overdose is the number one cause of death for people under 50 in the United States. We are a clinician-led, tech-enabled provider group that exists to provide culturally competent behavioral health care addiction care, medication management, crisis intervention, and care coordination for people working towards taking back control of their lives, while expanding access to care. Our vision at ReKlame Health is to create a future where individuals who have historically been unable to access the care they deserve can readily obtain high-quality behavioral health and addiction care. At ReKlame Health, it goes beyond mere employment; it's about becoming a part of a formidable movement transcending individuality. Let's unite and forge a world where health equity and effortless access to exceptional mental healthcare can co-exist. About the Role We are seeking a Strategic Finance Lead to act as a trusted partner to the CEO and executive leadership team, playing a pivotal role in shaping our company's future. This position requires a leader who can distill complex financial data into clear, actionable insights, enabling the executive team to make informed, data-driven decisions. As the strategic finance lead, you will align our financial strategy with our organizational vision to guide the company toward sustainable, long-term growth. At the intersection of analytical precision and visionary leadership, you will oversee and refine our financial modeling, budgeting, forecasting, and performance analysis. Your expertise will ensure our organization remains financially disciplined and well-positioned to navigate the challenges of scaling. We are seeking an intellectually curious and entrepreneurial leader who demonstrates exceptional ownership and initiative. As the company expands, this position has the opportunity to evolve into a Head of Finance or Chief Financial Officer role, assuming broader responsibility for capital strategy and financial leadership at the organization level. This is a Hybrid role with three in-office days per week at our corporate headquarters in Midtown Manhattan, NYC. Key Responsibilities You will take full ownership of the entire financial model * Cash Flow Forecasts (weekly, monthly, quarterly): project inflows/outflows to ensure liquidity and avoid surprises. * Budget vs. Actuals Analysis: compare planned spending/revenue against reality to track performance. * Runway Calculations (esp. if venture-backed): how many months of operating cash remain given current burn rate. * Working Capital Analysis: timing of receivables, payables, and payroll to keep operations smooth. * Oversee Controller, revenue cycle, external accountants, bookkeeping, and cash flow management. You will drive Strategic Planning & Forecasting. * FP&A: Build forecasting models (revenue, expenses, cash flow). Run scenario planning to guide decisions. * Annual Budget: detailed revenue and expense plan aligned with company goals. * Rolling Forecasts (e.g., 12–18 months): updated regularly to reflect actuals and new assumptions; advise on corrective actions * Break-even Analysis: how much revenue is required to cover fixed and variable costs. * Collaborate with growth, operations, and clinical leads to evaluate hiring, pricing, payer contracts, and expansion initiatives. * Lead analysis on new service lines, M&A opportunities, and operational optimization. You will lead Performance & Growth Metrics. * Revenue Forecasting Models: based on pipeline, contracts, or utilization (depending on your business model). * Customer / Patient Acquisition & Retention Economics (if relevant): Key metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), payback period, and Free Cash Flow (FCF). * Profitability Metrics: Analysis of EBITDA, net margin, and gross margin trends. * Key KPIs Dashboard: real-time view of financial and operational drivers that the CEO and executive leadership team will monitor. You will protect and accelerate with Compliance and Technology * Compliance & Audit Readiness: ensuring GAAP alignment, tax preparedness, and clean financial records. * Cap Table & Equity Modeling (if applicable): dilution scenarios, option pool planning. * Integrate advanced finance, including, if relevant, FP&A, ERP, BI, fathom, and specialized AI software, to build a highly scalable and efficient finance division. * Internal Controls & Policies * Establish and maintain robust internal controls and company financial policies to ensure effective financial management. * Identify opportunities to streamline financial processes. You will love this role if: * Education: Bachelor’s degree in Accounting, Finance, Economics, or related field required. CPA, or MBA, a plus, not required. * Experience: Minimum of 3-5 years of progressive experience in investment banking, strategic finance, FP&A, consulting, or high-growth startups strongly preferred. * Backgrounds in Big Four audit/advisory, or healthcare revenue cycle finance will also be considered. * Proven ability to build financial models, budgets, and forecasts, and translate insights into strategic recommendations, ideally in a growth-stage or small-to-medium-sized company. * Industry Knowledge: A strong understanding of the healthcare industry is required. An understanding of MSO and ACO structures is a plus. * Entrepreneurial Mindset: Proactive approach to problem-solving. Adaptability and eagerness to grow into a strategic leadership role, such as a Head of Finance or CFO role. * GRIT and Tenacity: You demonstrate resilience, perseverance, and a proactive attitude, consistently driving results even in the face of obstacles * Intellectually Curious: You think critically and love solving complex problems while serving as a trusted thought partner to senior leaders. * Integrity & Confidentiality: High level of integrity and commitment to maintaining confidentiality. * Technical Proficiency: Experience with QuickBooks, NetSuite, or Xero and payroll systems like Rippling or ADP. Advanced proficiency with Microsoft Excel. Experience with bill pay, project management, and data visualization tools. * Location Requirements: Hybrid schedule, with three in-office days per week at our beautiful corporate headquarters in Midtown Manhattan. Compensation Package: * Base Salary: $130,000 - $150,000 * Benefits: Equity (e.g. stock options) * Bonus: Opportunity performance based bonuses based on company and individual performance * Full Health Coverage: Enjoy comprehensive medical, dental, and vision insurance. * Generous Time Off: Up to 21 days of PTO, including vacation and sick leave, plus company holidays. * Income Protection: Company-paid Short-Term Disability coverage for peace of mind. * Continuous Growth: Opportunity to work alongside senior leadership for mentorship and guidance, with potential to grow into Head of Finance or CFO * And more. * Professional Development: Unlock growth opportunities within a purpose-driven early-stage organization dedicated to creating a positive impact. Why Join Reklame Health? Why Now? As the Strategic Finance Lead, you will play a pivotal role in addressing critical issues, including improving access to mental health care and reducing overdose rates in the communities we serve. This is more than modeling, more than scenario planning, more than running CAC/LTV ratios, and more than the slope you're on in your career. This position offers a unique opportunity to leverage your expertise, grow within a mission-driven startup, and gain invaluable exposure to senior leadership. If our mission resonates with you, and you want to be part of something bigger than yourself, helping people face life’s toughest challenges while continuing to develop as a leader, Reklame Health may be the place for you. We look forward to meeting you. This position operates on a hybrid basis, requiring three days of on-site work per week. ReKlame Health considers several factors to ensure a fair and competitive offer when evaluating compensation packages. These include the scope and responsibilities of the role, the candidate's work experience, education, and training, as well as their essential skills. Internal peer equity is also examined to maintain balance within the organization. Additionally, current market conditions and overall organizational needs are crucial in shaping the final offer. Each aspect is thoughtfully reviewed before extending an offer, ensuring a comprehensive and equitable approach. ReKlame Health is an equal opportunity employer. We celebrate diversity and are committed to creating a supportive and inclusive environment for all employees. If you’re hungry for a challenge in 2025, love solving problems, and want to be a part of something transformational, we’d love to hear from you! Learn more about us at *We never ask for money or sensitive personal information during the job application process. If you receive an email or message claiming to be from us that requests such information, please do not respond and report it as a scam. Compensation Range: $130K - $150K

Job Description Kunai builds full-stack technology solutions for banks, credit and payment networks, infrastructure providers, and their customers. Together, we are changing the world's relationship with financial services. At Kunai, we help our clients modernize, capitalize on emerging trends, and evolve their business for the coming decades by remaining tech-agnostic and human-centered. We're helping build a brand-new CRM product that integrates into a custom-built, AI driven, enterprise-wide data platform for one of the world's largest banks. This tool will empower Sales Agents and Customer Support teams to deliver better service by making high-quality data work harder for them. As a Technical Product Manager, you'll: * Own and shape the product roadmap * Break down big ideas into clear capabilities, Epics, and Stories * Partner with Sales, Support, and Data Engineering to align goals * Work hands-on with engineering teams from concept through release * Drive adoption, gather feedback, and champion continuous improvement What we're looking for: * 5+ years of product management experience with CRM, sales platforms, or internal tools * Hands-on CRM expertise (Salesforce, Dynamics, etc.) * Familiarity with Application Lifecycle Management (ALM) • Experience working in an Agile environment required; SAFe familiarity is a plus Strong technical foundation (sales enablement or data ecosystem background) * Excellent communicator and collaborator • Banking industry experience a strong plus At Kunai, you'll work on meaningful projects with real impact, shaping how a global bank manages and uses data to serve its customers. Salary Range: $120,000 - $165,000 annually • This range reflects the base salary that we reasonably expect to pay a Technical Product Manager. Actual compensation may vary depending on relevant factors, including experience, skills, location, and client project. Our success over the past 20 years is rooted in our exceptional team, which thrives in a culture of collaboration, creativity, and continuous learning. We are proud to offer our employees a range of benefits, including competitive compensation, professional development opportunities, and flexible work arrangements, all designed to help them thrive. As we continue to expand, we remain committed to cultivating an environment where people feel valued, have a voice, and are given the tools to grow—both personally and professionally—while pushing the boundaries of innovation in the fintech industry. Minimum Degree Required: • Bachelor's Degree, in lieu of a degree, demonstrating in addition to the minimum years of experience required for the role, three years of specialized training and/or progressively responsible work experience in technology for each missing year of college is required

Job Description Position summary The Senior Presentation Associate position is a hybrid position responsible for providing presentation services for our clients. Job duties • denotes an essential function • *Utilize appropriate logs and/or tracking software for all presentation work, • *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle, • *Perform work in presentation design including but not limited to creating pitch books and materials creating editing and error correcting multiple document types to support the clients brand intake and workflow coordination functions as needed, • *Exercise independent judgment use established procedures standards and formats to edit proof create or otherwise complete presentation requests to client satisfaction, • *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions, • *Communicate with team members lead supervisor or client on job or deadline concerns, • *Meet contracted deadlines for service delivery to our clients, • *Troubleshoot basic software or hardware problems, • Help to foster a proactive environment of continuous service enhancement and relationship building with the client, • Perform Quality Assurance on own work and/or work of others as requested, • Adhere to Williams Lea policies in addition to client policies, • Use equipment and supplies in a cost-efficient manner, • Assist with administrative tasks as requested by Supervisor High school diploma or equivalent • 3 years presentation experience preferably in a legal banking or large corporate environment, • Advanced skill in the use MS Office software Excel PowerPoint Word, • Strong keyboarding and typing skills, • Adept with CorelDraw Creative Suite Illustrator Photoshop InDesign, • Strong attention to detail able to work on multiple projects simultaneously, • Able to apply intermediate to advanced requisite knowledge of appropriate grammar spelling composition to work requests, • Must have good organizational skills, • Must be able to meet deadlines and complete all projects in a timely manner, • Ability to handle sensitive and/or confidential documents and information, • Able to exercise good judgment to make decisions that conform to business needs and policy, • Able to troubleshoot more complex or advanced tasks equipment or software concerns on own, • Understands when to escalate a problem to a supervisory level, • Ability to maintain professional composure when working with immediate deadlines, • Ability to work both independently and collaboratively as part of a team, • Ability to work in a fast paced environment, • Ability to communicate professionally both verbally and in writing, • Must be self-motivated with a positive attitude, • Proven customer service skills are required in order to create maintain and enhance customer relationships

Job Description The Company: Headquartered in New Zealand, Windcave is a high-growth, innovative, global leader in payment technology delivering a range of secure solutions to major corporate, banking and SME clients globally. Processing over US$90 Billion worth of transactions per year, we are one of the largest integrated POS terminal and e-commerce switching providers in Asia Pacific. With an impressive global presence, we have offices in New Zealand, USA, UK, and Australia. The Role: We are looking for motivated Sales Executives to join the Windcave Sales team in New York. The role is focused on developing lasting relationships with new and existing clients. The emphasis for this role is on Sales, Regional Sales Development, Project Management, and Customer Service. The role is based in New York City. Kindly consider the commute before applying. We currently have a hybrid work policy offering 2 work-from-home days and 3 days in the office. Key responsibilities include: • Cold calling to inquire potential leads, • Provide responsive assistance on commercial queries, • Inform and educate customers about products and features, • Upsell/cross-sell new services to existing customers, • Support and collaborate with cross-functional teams The role will suit entry-level candidates and recent graduates who share an interest in the Payment/ Finance Technology sector. You will be enthusiastic about representing a high-growth and market leading organisation and will be motivated to achieve goals. You will also have: • Legal right to work in the United States (no sponsorship);, • Bachelor’s degree from a four year US-accredited university;, • Excellent written and verbal communications skills, • Organisational skills and flexibility to manage both field sales and working with the internal team, • Good communication and relationship-building skills to build trust and connection, • Intermediate level knowledge with Microsoft Office tools (Word, Excel, CRM, PowerPoint), • Fit for purpose training provided upon start and before you get on calls to set you up for success, • Competitive salary with benefits including Medical, Dental, Vision, Life, and matching 401K

Job Description Position Summary: The Credit Associate plays a crucial role in managing and ensuring efficient credit flow for assigned Hilldun clients. The candidate will be responsible for optimizing credit approvals, maintaining meticulous records, and balancing client/customer needs with loss prevention measures. Effective communication and a proactive approach to risk management are essential. Key Responsibilities: * Manage and oversee credit lines for assigned clients. * Address and resolve specific client inquiries. * Execute credit approvals when feasible, balancing client service with prudent risk management. * Gather financial statements, trade, and bank references from customers. * Interface effectively with factors and insurance companies. * Actively manage and assess client risk. * Process change of terms for approved invoices as required. * Conduct general cross-referencing and regularly update data. * Accurately input credit requests manually or via automated systems. * Collaborate with the Collections Department to achieve shared objectives. * Respond to store inquiries via calls and emails. * Maintain expertise on facility-system integrations to proactively prevent system errors. * Serve as a primary point of contact for Client Services. * Execute additional tasks as assigned by management. Qualifications: * Strong interpersonal, organizational, and communication skills. * Ability to multitask and manage priorities effectively. * Experience in credit management, accounts receivable, or a related financial role. * Familiarity with financial statements, banking procedures, and trade references. * Experience interfacing with factors and insurance providers is preferred. Working Conditions: * Professional office environment. Reports to: * Samantha Zamichieli, Credit Manager Join Hilldun Corporation and become part of a dedicated team committed to excellence in credit management and client support. Company DescriptionHilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who are passionate about the fashion industry.Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who are passionate about the fashion industry.

Job Description Position Summary: CFSB is seeking a highly skilled and motivated individual to join the Compliance Governance team. This individual will be responsible for reviewing the Bank’s Payment Solutions Partners (“PSPs”) through annual due diligence and periodic review processes. The analysis includes, but is not limited, to the following considerations: KYC/KYB information, contractual agreements, transactional history, and BSA/AML/OFAC related risk factors. The ideal candidate will have a strong background in financial crime compliance and internal controls, and a keen eye for detail. Key Responsibilities: • Coordinate with internal stakeholders to ensure PSPs are operating in a manner consistent with CFSB’s standards and contractual requirements., • Conduct preliminary analysis and review of key PSP information including, but not limited, to:, • CFSB’s BSA/AMLOFAC risk exposure, • Applicable transactional activity, including: ACH, Wire, Cards, etc. to confirm alignment with expected activity and designed funds flows, • Open-sourced research, OFAC screening, and negative news, • Performance of PSP’s KRIs and KPIs, • Ensure adherence to internal review SLAs and escalate relevant items, including PSP concerns, issues, to management when identified., • Assist in program change review analysis and/or management reporting when necessary., • Monitor and assess changes in regulations and industry trends related to financial crimes, FinTech, consumer regulatory compliance, and staying up-to-date with emerging risks that may impact customers and CFSB. Knowledge, Skills, and Abilities: • The ability to identify potential issues or risks and suggest concrete solutions., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) or related software., • Capability to work independently and collaboratively in a team environment., • Excellent verbal and written communication skills., • Strong interpersonal skills.Education, Training, and Experience:, • Minimum requirement of a bachelor’s degree with a preferred focus in Finance, Law, Economics, International Relations, or a related field; advanced degree or professional certification (e.g., CAMS, CFE) preferred., • Minimum of 2 years of experience in compliance., • Knowledge of various customer types and their respective functions, such as money service businesses, money transmitters, prepaid card programs, and debit card programs, is desired., • Excellent analytical and investigative skills with the ability to handle complex and sensitive information. "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As Global Head of Customer Success, you will lead this mission-critical function as the voice of the customer at the executive level. Global Relay's product portfolio and customer base have grown exponentially, which requires our service model to evolve. This role will drive strategic direction for 20,000+ customers (multi-9 figure portfolio), with emphasis on driving enterprise success through retention, growth, and satisfaction. Reporting to the Global Head of Sales, you will lead a global team to optimize the customer journey and build long-term customer value. This is a unique opportunity to build and scale a world-class team and shape the future of Customer Success in the financial services sector and beyond. Your responsibilities: Strategic Leadership & Vision • Develop and execute a comprehensive customer strategy for Customer Success to oversee a multi-9 figure customer portfolio, ensuring measurable outcomes through proactive engagement, world-class service, and product adoption, • Set clear objectives and KPIs for customer satisfaction, retention, and growth, such as NPS and expansion revenue, • Build strategies to maximize customer retention and lifetime value, reducing churn and identifying upsell/cross-sell opportunities, • Lead and scale a high-performing global team of over 60 professionals (including regional leaders, individual contributors and operations analysts) to meet growing demand, • Mentor and empower reporting leadership team to deliver exceptional service and achieve strategic objectives, • Own customer success KPIs: retention, expansion revenue, NPS, and customer health, • Collaborate with finance, product, and sales teams to align customer success initiatives with broader business outcomes, • Partner with commercial teams and respective leadership including Sales, marketing (CMO), product (CPO), Legal (CLO), etc.) to ensure alignment and execution of go-to-market plans, • 15+ years of experience in senior leadership roles, ideally within SaaS or technology sectors, • Proven success leading customer success teams in a SaaS environment, with a track record of scaling teams and strategies across multiple regions, • Deep understanding of SaaS business models, customer lifecycle management, and subscription revenue dynamics, • Expertise in implementing global service models that satisfy customer demands across geographies, verticals and personas, • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate teams and work with the C Suite, • Financial Acumen: Strong understanding of complex deal structures, deal desk operations, SaaS financial models, and pricing strategies, • Experience in negotiating and designing enterprise contracts, revenue recognition, and aligning customer success metrics with financial outcomes, • Demonstrated SaaS success in the financial services industry (banking, fintech, insurance, etc.), and other regulated industries e.g., Healthcare is an attribute Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$200,000—$300,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the age of AI. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you. Pinwheel is a tight-knit team, we've raised $77M from top-tier investors, and we're on the path to profitability. Join us! Who are we looking for? As a Growth Marketer, you have a passion for performance, are obsessed with results, and are motivated by the pressure to deliver a qualified sales pipeline week-over-week as we work to achieve Pinwheel's growth goals. The ideal candidate will be a Hubspot/Salesforce strategist, have a deep understanding of SaaS and B2B demand generation and sales pipeline operations, and will be able to independently design and lead multi-channel campaigns from concept to execution to measurement. This role is based in our NYC headquarters in Union Square where we are onsite 3 days a week. What will you be doing? • Develop, own, and execute the overarching strategy for demand gen campaigns that span product content, customer announcements, case studies, webinars, white papers, and more to meet pipeline and revenue targets, • Lead campaign development end-to-end, from concept and planning, to development, production, launch and performance measurement, • Direct and optimize use of HubSpot and Salesforce systems; create repeatable, automated processes that drive predictable pipeline generation, • Create brand-aligned content driven by performance data across email, social and landing pages, • Create and maintain a dynamic weekly campaign calendar, incorporating learnings and funnel data to prioritize the highest-impact efforts, taking accountability for cross-functional team content collaboration deadlines, • Partner directly with SDRs and Account Executives on the demand gen campaigns running to set them up for success and build a closed-loop feedback system that accelerates lead quality and conversion, iterating over time, • Analyze, forecast, and report on campaign ROI and pipeline contribution; use insights to reallocate resources and inform strategy, • Represent demand generation performance in marketing and leadership forums, sharing key trends, wins and learnings to help the broader sales and marketing team set strategy and plan effectivelyWhat experience, skills, and qualifications should you have?, • 5+ years of progressive experience, including a proven track record of driving demand generation and pipeline growth in a B2B/SaaS hyper-growth technology environment, • Proven record of email channel marketing expertise spanning audience strategy, campaign strategy, creative strategy, Hubspot campaign execution, database management, deliverability, and performance optimization, • Deep experience in Hubspot operations and Salesforce integration; ability to design and scale systems for campaign management and optimization, • Ability to execute at a high level (directly & via others) with full accountability for hitting weekly and monthly pipeline metrics. Ability to own mistakes and learn from them, • Highly analytical and metrics-driven; comfort using data to drive decisions, • Mastery of performance facts and ability to communicate them clearly, thinking about performance constantly, • Collaborative; track record of delivering outsized results by partnering with others cross-functionally to drive continuous improvement, • Possess a high degree of accountability as well as comfort operating autonomously within a fast-paced, ambiguous environment Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build Something Revolutionary - Help build the consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits include: • Excellent compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401k for retirement planning, • Mentorship opportunities, • Free Citibike membership Diversity & Inclusion at Pinwheel The success of our commitment to diversity, equity, and inclusion relies on continuous, immersive learning and dialogue within our entire team. All employees of Pinwheel are expected to demonstrate behaviors of equity, advocacy, activism, inclusion, and anti-racism in the workplace.

Job Description Build the platform that will power every type of financial institution onboarding The Prelim team is seeking a Software Engineer, Product to join our rapidly growing fully remote US team. You'll have the opportunity to architect and build the platform that handles every conceivable type of financial institution onboarding, from simple deposit accounts to complex treasury services for millions of people. If you're passionate about solving massive-scale engineering challenges and eager to be part of a fast-paced remote startup culture, we encourage you to apply to join our team today! As a Software Engineer, Product at Prelim, you will own critical parts of the platform that powers digital onboarding for financial institutions across the world. You'll work directly with our customers, product team, and engineering leadership to build systems that handle everything from online deposit account opening to in-branch experiences, account maintenance, treasury services onboarding, credit card applications, and every other type of financial institution onboarding imaginable. This isn't just another full-stack role, it's the chance to build the infrastructure that millions depend on. Key Responsibilities: Architect and build features across our entire stack, from React frontends to Node.js APIs to PostgreSQL databases, handling massive scale and complexity. * Design and implement onboarding flows for every financial service imaginable, deposits, loans, treasury services, credit cards, business accounts, and emerging financial products. * Build systems that seamlessly integrate with legacy bank infrastructure, core banking systems, and third-party compliance providers. * Solve complex technical challenges around multi-tenant architecture, real-time data processing, and bank-grade reliability requirements. * Work directly with major banks to understand their unique onboarding requirements and translate complex business logic into elegant technical solutions. * Build both customer-facing applications and internal tools that bank employees use in branches and call centers. * Own the performance, scalability, and reliability of systems processing millions of applications across hundreds of different banking products. Qualifications: * Experience with modern web technologies (React, Node.js, PostgreSQL preferred). Whether you're a new graduate with impressive projects or an experienced engineer, we want to hear from you. * Strong system design skills and experience with scalable architectures, you'll be building systems that need to handle rapid growth. * You thrive on solving complex technical problems with business context. You can break down complicated banking requirements and build elegant solutions. * You care about business impact and can balance technical excellence with shipping features that move the business forward. * You think deeply about user experience, whether you're building for bank customers opening accounts or bank employees processing applications. * You communicate technical concepts clearly to both engineering teammates and non-technical stakeholders, including bank executives. * You're excited about working directly with customers, understanding their complex needs, and iterating quickly based on feedback. * You want to own significant parts of the product and help shape technical decisions as we scale. Why Prelim? At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a dynamic environment where you'll need to be comfortable with ambiguity and rapid change. You'll be part of a small but mighty engineering team that punches above its weight. While the workload can be intense, you'll have the opportunity to make a real impact and grow your career quickly. We promote from within and invest in our people's development. Most importantly, you'll help democratize access to banking services. Your work ensures that financial institutions can effectively serve their communities through modern, accessible technology. Compensation Range: $110K - $140K

Job DescriptionCompany Description Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain’s New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description Position Overview We are seeking a highly experienced and strategic Team Lead for our Asset-Based Lending (ABL) group. The ABL Team Lead is responsible for leading and managing the bank's ABL team of Relationship Managers, ensuring a strong credit portfolio and profitable customer relationships. The Team Lead should be a proven revenue generator and thought leader, with a track record of delivering meaningful business outcomes. This role involves overseeing portfolio management, and business development strategies to support the bank’s growth objectives while maintaining strong asset quality. The ABL Team Lead will work closely with internal and external stakeholders to structure, approve, and monitor ABL transactions, ensuring regulatory compliance and maximizing portfolio performance. Additionally, the ABL Team Lead will manage and mentor the ABL team, ensuring alignment with the bank's strategic goals and fostering a high-performance culture. Emphasis placed on maximizing cross sell of bank products with existing and new customers. Key Responsibilities • Lead and manage a team of relationship managers, providing guidance, support, and mentorship to team members., • Track and evaluate portfolio performance, identify emerging trends, and recommend actions aligned with IDB's strategic growth objectives., • Oversee the team’s workflow by proactively managing client requests and ensuring the quality and timely completion of all credit deliverables, including client inquiries, periodic credit reviews, evaluation of all ABL diligence materials, and prompt updates to credit risk ratings., • Manage and resolve portfolio issues relating to past due documentation, annual account reviews, expiring credit facilities, overdrafts, uncollected funds and advances., • Contribute toward market wide vision and strategy, bringing deep understanding of Banking Industry and/or Customer Portfolio to represent customer trends and needs., • Bring a business builder mindset driving the success of the portfolio through supervision of all portfolio management functions, crafting the strategic direction, and aligning resource allocation., • Focus on developing profitable business strategies, cross-sell and fostering high-value client relationships within their client portfolio., • Actively advocate for deals in client meetings and credit approval discussions, engaging thoughtfully and respectfully with business line and credit partners on deal structure, risks, and mitigants., • Ensure proactive monitoring of client financial health and early identification of potential credit issues through adherence to credit risk policies, structuring sound transactions that mitigate risk while meeting client needs., • Individually pursues business development efforts on aligned account(s) as part of direct KPI metrics expectations., • Provide guidance, coaching, mentoring, and subject matter expertise to direct reports. Provide consistent feedback and effectively manage performance.Qualifications Required Qualifications • 10+ years of banking industry expertise, with a strong background in Asset-Based Lending, including a strong understanding of collateral., • Proven track record of building and managing a sales pipelines and driving high-value client engagements., • Bachelor's degree in Finance, Business, or a related field required; MBA or other advanced degree is preferred. Formal Credit Training preferred., • Deep financial product expertise across deposits, lending, payments, treasury management, and banking strategy and execution., • History of consistently high-quality project delivery/leadership for large and complex engagements. Demonstrated ability to understand customers, influence/gain consensus, and manage risk, • Demonstrated understanding of current trends, buying patterns and insights within industry or portfolio of business; ability to balance business strategy and goals, customer needs, and business financial health, • Track record of leading negotiations and successfully closing deals with major clients, ensuring alignment with financial and operational objectives., • Proven leadership skills, capable of motivating, developing, and managing a specialized team., • Strong interpersonal and negotiation skills, with a track record of managing high-stakes client interactions effectively., • Comprehensive knowledge of regulatory frameworks, credit policies, and operational risk controls relating to loan asset management., • Proficiency with commercial banking platforms, loan tracking platforms and CRM tools such as Salesforce., • Strong technical skills including MS Office: Excel, Word and PowerPoint, • Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus., • Jack Henry/SilverLake, FiServ banking application experience is a plus but not required. Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4-5 days in the office. Compensation The expected annual salary for this position is between $180,000 and $240,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. We are operating on a Hybrid schedule. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Business Development Manager (Hybrid) RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted September 2025; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc..Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: RTM is looking for an ambitious Business Development Manager to join our sales team! The ideal candidate is enthusiastic by the opportunity of a full-cycle sales role. This role begins as a Business Development Manager (BDM) with a structured ramp-up period and growth path that will lead to full Account Executive responsibilities. The ideal candidate will demonstrate a strong ability to prospect, drive sales, develop pipeline, and eventually manage and grow your own national accounts. A Business Development Manager should expect an OTE of $65,000 to $70,000 in year 1 with the potential to earn more (uncapped commission). We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. This role is hybrid in NY, NJ and CT with 2-3 days a week in our NYC office allowing for more direct collaboration with the team and access to in person mentorship and development. Responsibilities: • Research target market and identify leads through a variety of sources, • Qualify prospects against company criteria of an ideal customer profile, • Prospect leads through tailored, value-add outbound calls, emails and social outreach, • Conduct daily prospecting activities: ~60 personalized emails and ~30 cold calls with the intent to set appointments, • Pitch to C-suite decision makers by consulting on their business challenges and demonstrating the value of our service, • Work directly with Sales Managers and Account Executives to manage pipeline from prospecting to closing, • Maintain, monitor and report key performance indicators to Sales Managers Skills and Qualifications, • Ability to travel, • Bachelor's degree, • Background in Sales, Customer Success, Marketing or B2B events, • Professional & interpersonal communication skills, • Passion for sales and professional development, • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy, • Must be proactive and have the ability to work under pressure, • Competency with technology and ability to learn new software and applicationsPreferred Qualifications, • Experience with HubSpot and/or ZoomInfoThe Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • In office team collaboration, • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for vertical movement within the company Salary $55,000 - $60,000 base + bonuses/incentives/uncapped commission Year one total compensation expectations: $65,000 - $75,000 RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job Description Branch Manager Bilingual Chinese Mandarin/Cantonese (Brooklyn) Exciting Opportunity in Brooklyn, NY – Financial Services Professional Base Salary: $90,000 – $115,000 (based on experience and skills) Location: On-site – Brooklyn, NY We’re looking for a high-performing, people-oriented team member to help lead and strengthen our customer relationships, financial oversight, and community presence. This is a great opportunity for someone who thrives in a collaborative environment and wants to be part of a mission-driven team. What You’ll Do: • Oversee and manage the flow of cash and financial instruments according to company policy, • Assess financial risk related to internal transactions and ensure compliance, • Analyze current and projected financial data to inform strategic decisions, • Ensure implementation and compliance with institutional policies and regulations, • Actively engage with customers and community organizations to promote the Bank and generate new business, • Compile and report financial information as required by internal leadership and regulatory agencies What We’re Looking For: • A strong commitment to customer service — you listen actively, respond quickly, and resolve issues with empathy and professionalism, • A team player who contributes to a positive, collaborative environment, • Someone who can balance detailed financial work with people-oriented responsibilities, • Ability to work on-site in our Brooklyn office to fully engage with customers and the team Why Join Us? • Impactful Work: Your efforts help shape financial wellness in the local community., • Professional Growth: You'll be challenged, supported, and given opportunities to grow in your career., • Competitive Compensation: We offer a strong salary range of $90K–$115K, commensurate with experience, along with a comprehensive benefits package. #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job Description JD - CFSB - Fraud Analyst.pdf JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking an Associate, Fraud / Risk Analyst. The position will report to the Bank’s VP, Fraud Risk Manager and is responsible for assisting the Bank’s Risk Team in fraud monitoring activities across all the Bank’s lines of business. This position requires identifying and resolving issues of moderate complexity. This position is at an intermediate professional level and requires strong execution and analytical abilities. Responsibilities: • Observe customer transactions to identify fraudulent activity such as account take over, friendly fraud, theft and suspicious activity., • Respond to inbound calls from customers and other financial institutions concerning unusual activity, • Generate periodic reports and monitor real time queues to identify high risk transactions., • Ensure escalation of fraud cases are properly handled and documented according to procedures., • Develop suspicious activity reports (SARs) for identified unusual activity., • Determine existing fraud trends by analyzing accounts and transaction patterns., • Interact with the Bank’s data processors and clients to validate information and to confirm or cancel authorizations., • Analyze transaction data with a view to optimize risk management strategies for clients., • Recommend fraud mitigation processes for emerging transaction patterns and trends., • Interact with other departments/lines of business on resolution of issues (ex. Operations Department, and CFSB clients)., • Maintain knowledge of industry best practices and technologies within payment risk management., • Develop in-depth knowledge of risk management products through research and testing in order to act as subject matter expert to clients and other team members., • Effectively utilize and operate all tools and technology appropriate to role (ex. Lexis Nexis, SQL, Microsoft Office, Etc.). Knowledge, Skills, and Abilities: • Background in analyzing large sets of transaction data to identify patterns and trends., • Knowledge of various customer types and their respective functions (ex. Money service businesses, money transmitters, pre-paid card programs, debit card programs, and retail banking customers desired). Education, Training, and Experience: • Bachelor’s degree in finance, Business, Science, Engineering, Computing or related field., • 2+ years of experience with interpreting results from fraud tools used to combat financial fraud. Salary: $75,000 - $90,000 "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Hi, we're Brigit! A holistic financial health company helping everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, avoid unfair fees and build their credit quickly. If autonomy, ownership, and having meaningful input at the company you work for is important to you, come join our growing team! Brigit is doing innovative and exciting work, but don’t just take our word for it, our work is being recognized by others: * Built In's 2025 Best Places to Work For In New York City * Built In’s 2024 & 2025 Best Startups to Work For In the U.S. * Built In’s 2023 - 2025 Best Startups to Work For In New York City * Fast Company’s Most Innovative Companies of 2022 * Business Insider’s Most Promising Consumer Startups 2022 * Forbes Fintech 50 2022 Role overview Brigit is looking for an experienced Strategic Finance Associate to support our next phase of growth by driving core FP&A functions, including strategic modeling, budgeting, and performance analysis. This role is perfect for a hands-on finance professional who enjoys building in a fast-paced environment at a mission-driven fintech company. You’ll collaborate with leaders across the organization to develop forecasts, analyze performance, and deliver insights that drive strategic decision-making. This role requires a strong analytical mindset, a passion for process improvement, and a willingness to dive deep into data to uncover key business trends. What you’ll be doing * Strategic Finance & Scenario Planning: Build models to evaluate new initiatives, investment opportunities, and business scenarios. Present recommendations that inform long-term planning and resource allocation. * Forecasting & Budgeting: Maintain and enhance Brigit’s 3-statement financial model and unit economic models. Partner with functional leads to develop forecasts and budgets that align with strategic goals. * Financial Reporting & Insights: Support monthly, quarterly, and annual reporting for Brigit and Upbound (our parent company). Deliver clear, actionable insights to executive leadership through financial and unit economics analysis. * Cash Flow & Capital Efficiency: Monitor cash flow and working capital requirements. Collaborate with the Upbound finance team to deploy capital effectively to support sustainable growth. * Cross-Functional Partnership: Act as a trusted finance partner to teams across the company – translating financial data into strategic decisions. Help others understand the financial impact of their team’s work. * Process Development: Design and implement scalable finance processes to support growth. Find ways to automate and leverage AI/LLMs to drive operational efficiencies. What you have * Experience: 3-6 years in FP&A or strategic finance at a high-growth consumer-focused company. Background in investment banking or consulting is a plus. Fintech, lending, or subscription company experience is highly valued. * Education: Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. CPA or CFA certifications are a bonus. * Financial Expertise: Strong understanding of FP&A, budgeting, forecasting, and GAAP. Experience with customer unit economics (LTV:CAC, retention, ARPU). * Tools & Tech: Proficiency in Excel and PowerPoint. Experience with ERP systems and BI tools. Familiarity with SQL and/or Oracle Smart View is a plus. * Communication Skills: Comfortable working cross functionally. Ability to translate and simplify complex financial information for senior leadership and diverse audiences. Demonstrated ability to manage competing priorities in a fast-paced and dynamic environment. Location This is a full-time role which will operate out of Brigit’s New York office, with the option to work remotely 1-2x per week, based on business needs. Compensation The anticipated annual base salary for this position is $120,000 - $155,000. This range does not include any other compensation components or other benefits for which an individual may be eligible (other benefits listed below). The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Our Benefits and Team * Medical, dental, and vision insurance * Flexible PTO Policy * 401k plan * Paid Parental Leave * Physical and mental wellbeing benefits including Wellhub for access to virtual workouts and discounted gym memberships, and Headspace Care for covered virtual therapy sessions and unlimited on demand health support * Monthly reimbursements to use against wifi and cell phone bills * Annual reimbursement for Learning & Development * Help hard working Americans build a brighter financial future * High-growth company * A dynamic, flexible and collaborative start-up work environment with a highly talented team Brigit is committed to providing equal employment opportunities for all applicants and employees without regard to race, religion, color, sex, pregnancy (including breast feeding and related medical conditions), national origin, citizenship status, uniform service member status, age, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. We are proud to be an equal opportunity workplace. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email . Disclosures: * For information on our data privacy policies, see the Brigit California Personnel Privacy Policy. * Brigit uses E-Verify for employment authorization. See the E-Verify and Department of Justice websites for more details.

Job Description Summary Vertical Relevance is looking for an AWS Data Consultant, to join our team as a full-time employee and work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS Data Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement Data solutions on the cloud customers * Design AWS Data Lake implementations * Design and Develop AWS Data Quality and Governance solutions * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating Data / DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do AWS Data Architecture and Data Lake Implementation Assist Customer in building out a framework for data collection, data ingestion and catalog, data storage and data serving designed to optimize the efficiency in which information is accessed, curated, served and analyzed from up to two on-premises data sources. * Assist Customer with implementing Amazon Virtual Private Cloud (Amazon VPC), account, Amazon Simple Storage Service (Amazon S3) bucket strategy and capture impact for introducing critical data for a data lake. * Assist Customer with achieving modern big data lambda architecture, providing an environment for consumption and utilization of data coming from either batch or streaming sources. * Assist Customer with defining detailed data architecture including raw data, conformed, structured, enriched, and aggregated. * Provide Customer general best practices in building production quality data pipeline for ingestion, transformation and consumption to downstream applications through a serving layer. * Assist Customer with defining details to data catalog and data serving layer through application program interfaces (APIs) if required. * Provide Customer general best practices for Amazon S3 data storage approach. Build Ingestion and Orchestration Ingestion Based on Customer’s ingestion requirements provided. Assist Customer with building a reusable ingestion framework to onboard new data quickly based on one data source example. * Assist Customer with designing and building robust data ingestion solutions using monitoring, logging and alerting servicing with retry capabilities. * Assist Customer with server-less approaches where if applicable for the ingestion. * Assist Customer with building the framework for managing data updates to data stored in objects on Amazon S3. Orchestration Based on Customer’s ingestion, orchestration and operational requirements. Provide general best practices to Customer for implementing an extensible and supportable orchestration framework for onboarding data to a lambda architecture for a representative data source. * Advise Customer on leveraging AWS Services tools for data ingestion including Amazon Kinesis, Amazon EMR, AWS Lambda or other tool defined as part of the assessment. * Advise Customer on orchestration options on AWS Services including but not limited to AWS Glue, AWS Step Functions, AWS Batch, Amazon EMR, AWS Data Pipeline, AWS Lambda or other AWS native orchestration tooling. • Must Have: Apache Iceberg Sagemaker, SageMaker Lakehouse, SageMaker Catalog, Terraform, • Should Have: Athena, Redshift, EMR, Glue, DataBricks and/or Snowflake Assist Customer with building out the orchestration and state management processes to support data processing without data loss and exception and identify error handling. * Advise Customer on how the orchestration tooling will provide operational feedback to the support organizations in the event of a failure. Storage and Catalog Amazon S3 Data Storage Build Based on Customer’s usage requirements. Assist Customer with building the data lake storage approach for a representative data source. * Assist Customer with building data storage including buckets, prefixes, encryption, file types, partitioning. * Assist Customer with building automated data partition strategy. * Assist Customer with building Amazon S3 Bucket policies, logging and monitoring. * Assist Customer with building out data lifecycle management. * Assist Customer with building cross-region replication if required. Relevant Technical Tools * Primary Languages - Python * Tooling, Services & Libraries – Airflow, Kafka, Parquet, Spark, Metaflow, Git, Hadoop Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – Lambda, Batch * AWS Database Services – RDS, DynamoDB, Redshift, Aurora, Neptune * AWS Networking Services – VPC * AWS Management and Governance Services – CloudTrail, Service Catalog * AWS Analytics Services – Athena, EMR, Kinesis, Glue, Lake Formation, Data Pipeline * AWS Security, Identity, Compliance Services – IAM * AWS Application Integration Services – Step Functions The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR 3J5DX6K2pV

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. Location: New York City, Seattle, or San Francisco (hybrid, 2 days/week in office) About the Team The Deal Operations team owns the full lifecycle of every deal launched on Sydecar. We are responsible for making sure every deal on our platform runs smoothly. We work directly with fund managers and investors to solve problems, keep timelines on track, and make sure nothing slips through the cracks. We’re the first point of contact when something needs fixing, and we work closely with teams across Sydecar to get the right outcome. About the Role As a Deal Operations Associate, you’ll help support SPV leads and investors through the deal execution process, ensuring they have a smooth, responsive experience. You’ll manage day-to-day customer communications, triage questions and requests, and contribute to a fast-moving, high-stakes environment where attention to detail and customer empathy are key. This is a great opportunity for someone who wants to learn the ins and outs of venture deal operations, build relationships with customers, and get hands-on experience with a growing FinTech platform. What You’ll Do As a Deal Operations Associate, you will: * Own customer communications for your deals, delivering timely, empathetic, and professional responses via email and phone to ensure a seamless experience. * Troubleshoot deal execution issues and coordinate with Legal, Tax, and Product teams to resolve them. * Support SPV Leads and investors by explaining our workflows and guiding them through each step. * Identify opportunities for product and process improvements and share insights with the team. * Contribute to team documentation and knowledge-sharing to support scale and consistency. * Build a strong understanding of our customers, our platform, and the venture investing ecosystem. About You * 2–3 years of experience in customer support, deal operations, or a similar customer-facing role, preferably in the FinTech or alternative investments industries * Excellent written and verbal communication skills. * Organized and process-driven, with strong attention to detail. * Comfortable managing multiple conversations and tasks at once, without dropping the ball. * Energized by helping others, even when issues are urgent or unclear. * Curious and eager to learn about venture capital, fund administration, and financial technology. * Proactive and collaborative team player who thrives in a fast-paced environment. Bonus if you have * Experience working in a customer support role in FinTech, venture investing, or alternative investments industries * Familiarity with fund administration or back-office workflows. * Exposure to compliance, KYC/AML, or investment documentation processes. Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Be Committed As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity. Be Excellent We measure our success not just by what we achieve, but by how we achieve it—through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well—it's looking for ways to do them better. Be Humble Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment. Win Together Winning is no accident. It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do. Winning requires that we give extra—sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart. While excellence is a journey, winning is a destination. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $75K - $90K

Job DescriptionVaro is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. The Business Resiliency Manager is responsible for designing and executing Varo's Business Resiliency Program. Key responsibilities include conducting an annual Business Impact Analysis , developing and maintaining Business Continuity (BC) and Disaster Recovery (DR) plans , and facilitating testing exercises. This role involves assessing the resiliency of third-party vendors and technology solutions, reporting to management and regulators, and working with the Crisis Management Team during disruptive events.What you'll be doing • Design and execute Varo’s Business Resiliency Program, • Facilitate the annual completion of the enterprise Business Impact Analysis, to identify acceptable recovery time periods and resource requirements for business processes, applications, and the overall enterprise, • Liaise with key business, technology, and application teams to set recovery time objectives, recovery point objectives, service level agreements with vendors, convey business needs, and identify gaps, • Partner with business process and application owners to develop and maintain Business Continuity (BC) and Disaster Recovery (DR) strategies and plans, • Develop appropriate BC and DR testing scenarios and facilitate exercises with key stakeholders. Collaborate to develop an annual test schedule and lead the execution with key partners across Varo, to ensure key functions can be recovered within required time frames to meet enterprise-wide objectives, • Report on test results, and prioritize and track the progress of any remediating actions with relevant working groups and committees, • Provide relevant material and lead conversations with external regulatory partners on BC, • Assess business resiliency of current or proposed third-party relationships and work with Third Party Risk Management when reporting on events experienced by a third party, • Assess technology resiliency of current and proposed technology solutions; act as a consultant for resiliency programs, • Create documentation, including incident ticket, root cause analysis and coordinate remediation plan completion for third party and internal incidents, • Monitor internal and external environments for potential events that may impact Varo, collaborating with relevant stakeholders to manage notifications and communications, • Work with the Crisis Management Team during disruption events and facilitate post-mortem analysis of events and track key remediation actions through completion, • Monitor and track program compliance and effectiveness through KRI and KPI metrics and prepare management and board reports on business and technology resiliency, • Provide ongoing SME guidance and assistance on business resiliency and business continuity matters, including creating or administering training and awareness presentations or materials, • Work with Human Resources to identify potential events that require activation of BC or DR plans and communicate with impacted stakeholdersYou'll bring the following required skills and experiences, • Minimum of 5 years managing Business Resiliency, Business Continuity, and Disaster Recovery within an organization, demonstrating in-depth knowledge and experience, • Minimum of 7 years experience in a financial services or technology company, • Bachelor's degree (must have), with a concentration in Information/Cyber Security or Computer Science, Information Technology (preferred), • Business Continuity Certification (e.g., CBCP (preferred), CBCI, ISO22301, ASISSPC.1.-2009) and understanding and experience of business continuity management and governance frameworks (e.g., DRI Professional Practices, BCI Good Practice Guidelines, ISO22301, ISO22316 ), • Experience reporting/presenting to the senior management and/or the Board, • Experience managing internal, external, and regulatory audits, • Ability to work nights and weekends during a crisis event, • Ability to understand disaster recovery concepts for a modern technology stack (digital, cloud, APIs, emerging technologies, etc.), • Excellent team skills, both as a leader and as a team player, • Excellent communication skills, especially related to facilitation, documentation, and reporting

Job Description SERVICE & SUPPORT SPECIALIST – BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Banker for a well-established bank in the New York City Area. The Service & Support Specialist will assist with bank processes, systems, and operational procedures. Salary: $60,000 – $70,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the Service & Support Specialist: • Record and resolve support requests, • Provide cross-functional support to other areas of the bank and department, • Work with staff and specialized departments, • Offer guidance on operational procedures, account maintenance, system navigation, and technology troubleshooting, • Participate in testing, upgrades and implementation of third-party systems, • Assure adherence to bank policies and procedures Requirements for the Service & Support Specialist: · Associate’s Degree or equivalent in Business, Finance, or related field • Minimum of 2 years of experience in retail banking, banking operations or call center, • Occasional travel to other locations as needed, • Excellent customer service skills, • Proficiency in MS Office Suite, core banking systems, and web-based platforms, • Experience with case management or ticketing systems preferred, • Knowledge of retail bank products, services, and related operating procedures, • Familiarity with banking regulations, and compliance requirements, • Excellent verbal and written communication skills, • Must be able to supply 3 employment references Company DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description IDB Bank is seeking a seasoned CRM Architect to lead the design, integration, and optimization of enterprise CRM solutions that enhance customer engagement, streamline onboarding, and support regulatory compliance. The CRM architect will play a critical part in aligning CRM capabilities with the bank’s digital strategy, leveraging Salesforce, AI, RPA, and integration platforms to deliver scalable, secure, and data-driven customer experiences. Primary Responsibilities • Develop and maintain a scalable, secure, and high-performing CRM reference architecture aligned with enterprise IT and business strategic goals. Conduct gap analysis and define essential CRM components to support project execution and governance., • Design and implement CRM architecture to support digitized account opening and KYC processes across digital and branch channels. Ensure readiness of CRM workflows and integrations to enhance customer engagement and cross channel communication., • Lead CRM integration for banking, enabling customer segmentation and personalized engagement. Deliver domestic and international CRM solutions in alignment with IT and business timelines and customer experience goals., • Identify and execute cost optimization strategies for CRM platform through consolidation and license rationalization. Provide a roadmap for CRM functionality, data, and integration efficiency improvements., • Promote CRM best practices and data-driven engagement strategies across IT and business teams. Conduct workshops and define governance and standard through the Architecture Review Board (ARB)., • Define and implement training and knowledge transfer programs for CRM users, SMEs, and stakeholders. Ensure smooth adoption and operational readiness for new CRM implementations., • Align CRM architecture with enterprise data strategy to support analytics, governance, and customer insights. Conduct quarterly assessments to ensure CRM meet functional and operational quality standards., • Architect automation strategies within CRM using AI, RPA, and workflow automation tools. Deliver frameworks for self-service engagement and robotic process automation to improve operational efficiency., • Identify and advance security and compliance controls within CRM to protect customer interactions and data. Ensure alignment with risk management frameworks and regulatory requirements, including but not limited to BSA, SRs, and MRBAs., • Establish and evolve a CRM quality assurance framework to monitor data integrity, platform performance, and customer experience. Track incident reports and drive continuous improvement in CRM operations.Qualifications, • Bachelor’s or Master’s degree in Computer Science, Information Systems, or a related field. A strong academic foundation in technology and design is essential for this role., • Minimum of 8 years of experience in CRM architecture, preferably within the banking or financial services industry. Proven ability to lead enterprise-level CRM initiatives from design through implementation., • Deep expertise in Salesforce service and marketing cloud, customer journey and workflow orchestration, social media marketing and integration, and campaign management., • Demonstrated success in leveraging Salesforce capabilities to drive customer engagement and operational efficiency., • Experience with architecting Agentic AI and AI-driven customer engagement strategies. Ability to design intelligent workflows and predictive models that enhance CRM performance., • Proficiency in UiPath or other RPA for automating CRM-related business processes. Experience in implementing scalable automation frameworks that reduce manual effort and improve accuracy., • Strong knowledge of MuleSoft or other iPaaS for integration. Skilled in designing and managing APIs and data flows between CRM and corresponding enterprise applications., • Familiarity with CRM maturity model, security frameworks, data and application governance, and banking regulatory compliance standards, • Knowledge of enterprise architecture frameworks, including TOGAF or Zachman, and the ability to align CRM with broader architectural principles. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description About Vitesse We are Vitesse – the treasury and payment partner of choice for insurance. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an NYDFS-regulated business providing global claim funds management and payment solutions. Operating one of the largest banking and payment settlement networks in the world, we give our customers direct access to 200 countries and currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds and deliver a superior claimant experience. Our market-leading treasury proposition provides insurers with transparency and control over their claim funds, even when delegated to third-parties, allowing them to have their money in the right place, at the right time, to make that all-important payment when customers need it most. With over 200 employees across our London headquarters, Europe, and the US, $93m Series C funding secured, and exceeding £10bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd’s of London and AXA. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? About the Role Reporting into the US-based Pre-Sales Manager, you will play a pivotal role in Vitesse’s sales and product development processes. You will partner with our sales, product, and engineering teams to deliver compelling, value-driven demonstrations and technical presentations. You will be responsible for understanding customer needs, positioning our solutions effectively, and driving engagement with prospects and partners. You will also collaborate closely with the product team to establish a continuous feedback loop, aligning current product functionality, upcoming feature releases, and customer requirements to drive product improvements. This role requires a blend of technical expertise, consultative skills, and business acumen to help prospects and customers understand how our platform can solve their unique challenges. Responsibilities: • Leading discovery sessions to gain a comprehensive understanding of our customers’ needs, business objectives, and internal operations., • Participating in all stages of the sales lifecycle, including leading pitches, product demonstrations and technical workshops, • Establishing continuous collaboration and feedback loops with Product Owners to ensure alignment with customer needs and product improvements., • Working with each product team to ensure feature demos and product collateral support your needs, • Leveraging your deep functional and technical understanding of our products and their benefits, along with knowledge of our customers, you must be able to:, • Carefully choose which aspects or benefits of our product to highlight/downplay in each customer engagement, ensuring the message resonates, and the customer is not overwhelmed with complexity, • Propose (in consultation with the Product team) creative uses, adaptations, and customizations of our products to better meet individual customer needs (with a view towards reusability for future customers as well, as much as possible), • Manage and deliver relevant customer feedback to Product Ownership teams to aid in roadmap planning, • Work closely with senior stakeholders to define the business value proposition, target audience, and competitive landscape, • Ensure communications and sales collateral clearly explain the Vitesse value proposition and drive the right level of understanding and performance. Role requirements: • Experience working for a SaaS (Software as a Service) company is essential, having served the insurance industry is highly desirable, • Ability to demonstrate deep functional and technical understanding of an existing SaaS platform operating in the treasury, claims management, business card or high-value payments markets, • Experience delivering value-centric presentations (virtually and in-person) directly to key decision makers, • Experience working closely with sales teams and participating in all aspects of the sales cycle, • Excellent verbal and written communication skills, with the ability to influence stakeholders and key decision makers, • Ability to work cross-functionally with product, sales, senior leadership, success, and solutions teams, • Meticulous attention to detail, especially when creating external collateral (e.g. presentations, partner decks), • Stellar organizational and time management skills, • Experience attending networking events, expos and trade shows, • Experience presenting to large audiences and acting as an ambassador for the company and its solutions Benefits • 2 days of volunteering leave, • Recruitment referral fees of $1,000, • Medical Insurance, • Basic life & AD&D insurance, • Access to our mental health therapy partner Oliva wellbeing platform., • Sabbatical – after 5 years, • Addition day’s annual leave, • Sick Leave – 5 days, • Annual leave – 20 days, • Maternity leave, • Paternity leave, • Voluntary Critical Illness and accident Insurance (employee paid), • Employee Assistance Program, • Ongoing learning & development, • Commuter Benefits Offering $145k-$165k We offer a hybrid work approach with 3 days in the office. We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of Unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.

Job Description Job Title: Assistant Retirement Counselor Department: Retirement Services Reports To: Supervisor, Retirement Services FLSA Status: Local 153—Non-Exempt The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Assistant Retirement Counselor to join our team. We offer: • Competitive Salary coupled with a great work/life balance, • Prime Location - Flatiron District in Manhattan (NYC), • Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan, • Pension Benefit that includes monthly employer contributions, • Retirement Benefit that includes 3% 401K employer contributions, • Professional Coverage/Reimbursement includes Tuition Reimbursement Program, • Paid Time Off including vacation, personal, and sick days, • Federal Paid Holidays – Up to 11 days off with pay, • And more... Plus Spanish Differential: $1,200 annually FLSA Status: Non-Exempt (Eligible for OT per business needs) Summary: Provide confidential retirement counseling as a case manager to active, inactive, disabled, and retired members of a labor union; assist them in understanding benefit calculations, methods of retirement payments and taxability of retirement income; review ancillary retiree benefits. Essential Duties and Responsibilities: • Make initial and follow-up calls to members who are applying for retirement., • Interpret retirement rules and communicate pension application procedures and requirements for member retirements, pre-retirement surviving spouses, and post-retirement surviving spouses., • Pension application intake (review the application with the member, notarize documents as needed)., • Review the accuracy of all received pension applications., • Record pension elections in V3 and establish disbursement schedules., • Ensure required supporting documents are submitted and determine needs for additional information to meet requirements., • Coordinate all communications with members, including but not limited to Acknowledgement Letters, Missing Information Letters, and Award Letters., • Review members eligibility for retiree health benefits., • Discuss SRSP (401(k)) distribution options with members., • Discuss Legal Fund benefits with members., • Provide an overview of Social Security and Medicare benefits to retiring members., • Assess the need for detailed earnings reports from the Social Security Administration to assist in finalizing the calculation of pension service credits and review such reports with members., • Participate in retirement planning seminars by presenting pension information to large groups., • When not providing retirement counseling, work on processing pension applications and calculations, including RMD calculations, reinstatements, and other duties including but not limited to Banking procedures (stop payments, check reissues and EFT changes)., • Work closely with Manger in maintaining and reviewing personal work production., • Perform tasks and special projects as required by management/supervisory staff. Qualifications: • Minimum of one year’s experience processing pension claims/calculations or one year customer service experience with pension products., • Knowledge of some aspects of Pension Fund administration including eligibility requirements and benefit provisions preferred., • Must demonstrate effective oral and written communication skills., • Must meet performance standards including attendance and punctuality. Technical Skills: • Ability to prioritize work and meet deadlines., • A demonstrated capability to manipulate and use multiple software programs simultaneously including Excel, Microsoft Word, and Windows applications., • Strong analytical, problem solving and decision-making skills., • Strong public speaking skills., • Excellent organizational and prioritizing skills., • Strong ability to multitask., • Flexibility with work schedule (some overtime required). Interpersonal Skills: • Ability to coordinate and work on multiple projects simultaneously., • Detail oriented with excellent organization skills., • Ability to work independently coupled with the ability to work as a member of a fast-paced team., • Ability to establish and maintain effective working relationships with project team members, supervisors, and employees from other departments. Education and /or Experience: • College degree in math, accounting, economics or similar preferred., • Call center experience is a plus., • Financial customer service background is a plus., • Notary Public license helpful (will be required to obtain license if not already licensed).

Job DescriptionAmalgamated Bank is seeking an ACH Administrator to perform all functions as it relates to the Bank’s ACH operations. This role will keep abreast of product upgrades, identify risk and exposure, develop control procedures, and serve as liaison between the Electronic Banking department, vendors, and other pertinent Bank departments. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Download and process ACH Pension, payroll files utilizing various approved secure transmission programs while maintaining all levels of security for both the Bank and clients; schedule files to appropriate sending point utilizing various Bank approved software and complying with Federal Reserve and FIS ACH deadlines, • Enforces all Bank ACH security and operating procedures, reporting all violations to ACH Manager, • Research and resolve customer discrepancies and adjustment requests; modify incoming and outgoing files as per client’s request for deletions and reversals while maintaining all contractual and security procedures; contact and notify clients using appropriate electronic means regarding unprocessed and rejected items to insure proper update and maintenance of all payroll/pension participant records, • Follow-up with relationship managers and clients to resolve ACH origination funding issues, • Process holds, customer notes and special instructions, resolve errors and track, archive supporting documents, • Assist with ACH reporting requirements, • Review and research unposted/unprocessed item reports and take appropriate actions to correct /return items as necessary, • Receive, research and process customer’s requests to stop automatic debits, blocking accounts using applicable systems, • Research and process all reclamation requests, complying with regulatory deadlines. Affect offsetting entries, create tracking logs etc. to avoid duplications and streamline processing, • Prepare communication/reporting for originations/exceptions and reclamations items for affected parties to notify of status and resolution, • Communicate with customers and branch to resolve problems; follow up on outstanding issues or documents to ensure timely completion and resolution of all processes, • Cover wire transfer related tasks, • Monitor internet banking email and handle customer inquiries and support and enrollment, • Control and maintain all activity records, enforce departmental controls, and audit and security policies, • Research and respond to customer’s inquiries regarding Electronic Funds Transfer (EFT) timely, • Prepare reconciliations and settlements for origination activity, exceptions handling etc, • Maintain, backup and archive files for all processed items. Prepare electronic and document files for offsite storage keeping appropriate records noting retention period, • Maintain pre-authorized EFT files and prepare tickets, letters, and memos, as required, • Act as backup for all EBD functions, • Cross-train in all existing and future EBD functions, • Perform various related clerical duties as directed by manager Knowledge, Skills and Experience Requirements: • High School diploma or equivalent, • Good verbal, written and interpersonal communication skills, • Knowledge of ACH rules and procedures, • Thorough knowledge on MS Word, Excel and Access; excellent data entry skills, • Good mathematic and investigative skills Our job titles may span more than one career level. The starting base salary for this role is between $48,000.00 – $55,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Summary Vertical Relevance is looking for an AWS App Modernization Consultant, to join our team as a full-time employee in our New York or New Jersey office or work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS App Modernization Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement cloud native application solutions with customers * Review existing customer application full stack architectures and propose iteratives to move towards cloud native architecture * Code, test and deploy refinements in customer applications * Build and deploy infrastructure and automate operations for customers * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating full stack business/consumer/corporate web and mobile applications built on AWS * Core: Terraform, CloudFormation, Azure Devops/TFS, EC2, Lambda, S3, AWS networking, .NET, IIS, MS SQL Server, Java, Apache Tomcat, SNS, Secrets Manager, CloudWatch Optional: SageMaker, Glue, Firehose, Hashicorp Vault, Dynatrace, Snowflake Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Sample Activities You’ll Do Cloud Native Application Re-Architecture * Assist Customer with architectural reviews of existing application design and how to migrate it to AWS * Assist Customer in identifying aspects of existing applications that are prospects for migration to cloud native services to enable cost efficiency, security, performance, resiliency * Review Customers existing application monitoring and operational processes and tools and recommend how they can take advantage * Assist Customer in identifying how to decompose large applications with monolith designs into smaller decoupled implementations that can be deployed separately through DevOps practices and enable efficiencies in the Software Development Lifecycle * Assist Customer with migration activities associated with existing application moves to AWS * Deliver code and configuration changes in applications to adopt approved designs * Implement automated testing capabilities to effectively test the application changes * Assist Customer in adopting recommended practices in DevOps on AWS to improve efficiency in the Software Development Lifecycle Creating a Self-Service Pipeline Framework * Assist Customers in defining Customer’s DevOps Framework capabilities based on Customer’s identified business outcomes * Assist Customer with reviewing the DevOps Framework architecture against Customer’s identified business outcomes, to include providing general recommendations to help Customer close any observed gaps * Provide Customer with AWS general best practices that may help Customer refine identified deployments * Assist Customer with defining the first iteration of minimum viable product (MVP) for the DevOps Framework. * Deploying ASP.NET web apps and building new Amazon Elastic Compute Cloud (Amazon EC2) instances * Core: Terraform, CloudFormation, Azure Devops/TFS, EC2, Lambda, S3, AWS networking, .NET, IIS, MS SQL Server, Java, Apache Tomcat, SNS, Secrets Manager, CloudWatch Optional: SageMaker, Glue, Firehose, Hashicorp Vault, Dynatrace, Snowflake Deploying Python on AWS Lambda * Deploying Java on AWS Lambda * Blue/green deployments on Amazon Elastic Container Service (Amazon ECS) * Deploying to existing Amazon EC2 instances (Windows operating system) * Provisioning dashboards to monitor deployments * Assist Customer in developing and implementing the first iteration of MVP in a non-production environment, under Customer’s direction and using AWS general best practices * Assist Customer with identifying next steps and proposing activities for a future follow-on engagement * Provide knowledge transfer to Customer’s stakeholders on the DevOps Framework Relevant Technical Tools * Primary Languages & Frameworks – Python, Java, JavaScript, NodeJs, ReactJS, Angular, Vue, Ruby, SQL, SOAP, REST, GraphQL, gRPC * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Git, Subversion, Docker, Kubernetes, DataDog, Apache, NGINX, IIS * Databases – MySQL, PostgreSQL, Oracle, SQL Server Relevant AWS Services * AWS Infrastructure Scripting - CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3, EBS * AWS Compute Services - EC2, ECS, EKS, ECR, Lambda, Batch, Elastic Beanstalk * AWS Database Services - RDS, DynamoDB, Elasticache * AWS Networking Services - VPC, Route53, API Gateway, CloudFront, App Mesh, Global Accelerator * AWS Developer Services - CodePipeline, CodeBuild, CodeCommit, CodeDeploy, X-Ray * AWS Management and Governance Services - CloudWatch * AWS Security, Identity, Compliance Services - IAM, Key Management Service, Secrets Manager, Cognito, Certificate Manager, WAF & Shield * AWS Application Integration Services - SNS, SQS, Step Functions, Simple Workflow, EventBridge, Appflow * AWS Front-End Web & Mobile – Amplify, AppSync, Device Farm, Amazon Location Service * AWS Frameworks – Serverless Application Model (SAM) The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR fvOzohi8Qd

Job DescriptionSmall Family Trade School looking for its bursar. When you jin Berk Tare School you will be in a vibfrant growing environment. Manages the banking, credit card, and fee collection/student account functions of the Bursar's Office. Ensures that all transactions processing, balancing, reconciliation and related accounting functions are performed in an accurate and timely manner. Actively collect payments from students including passt due accounts DUTIES AND RESPOSIBILITIES Provide financial counseling for students regarding payment options Arrange payment plans for new students Manage and assist students with enquiries regarding payment plans,balance due Process payments Maintain a ledger for all payments Monitor past-due accounts and establish a strategy for collecting past-due payments Call email students who are past-due and are not currently attending class Customer Service and troubleshooting. Interface and work closely with sevral divisions of the school: the director, the Financial Aid specialist, the registrar CANDIDATE PROFILE Associate degree preferred or 3 years of equivalent experience in accounting Having worked at a school or a college is preferrable Knowledge and experience of basic accounting principles and procedures Knowledge of appropriate software Excellent verbal and written skills Ability to interact diplomatically with a variety of individuals Ability to pursue past due accounts Aptitude for accuracy and detail Strong organizational skills Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time offPhysical Setting:, • OfficeSchedule:, • 8 hour shift, • Monday to Friday . Three days 9-5PM, two days 11-7PMApplication Question(s):, • Have experience as a bursar or bursar assistantExperience:, • GAAP: 3 years (Preferred), • college or school: 3 years Fulltime in the office no remoteWork Location: In person in Long Island City, NY

Job Description Overview Role: School Custodian Pay Rate: $20/hr Hours: Mon-Fri (3pm-11pm) Location: 50 Prospect Park W, Brooklyn, NY 11215 Campus Services Group (CSG) is looking for a dedicated School Custodian to maintain a clean and safe environment within our facilities. In this role, you’ll work closely with staff and students, ensuring the school meets high cleanliness standards. If you’re dedicated to providing great service and maintaining a tidy environment, we’d love to have you on our team! Available Benefits For All Employees • Free Telemedicine*, • Free Prescription Discount Program, • Free Employee Assistance Programs, • Get paid when you need it with PNC EarnedIt, • Financial Wellness Support from PNC Workplace Banking, • Hands-on-Training & Support, • Career Development Additional benefits may vary by location and eligibility. Additional benefits may include vacation, holiday, and sick pay, as well as medical, dental, vision, Employee Stock Purchase Plan, and other voluntary insurance products. Ask your interviewer for details. *Not available in AR. Responsibilities • Perform janitorial and cleaning tasks within assigned areas to meet quality standards and safety guidelines., • Use protective gear during all cleaning functions., • Complete cleaning assignments on schedule., • Report equipment and cleaning product needs or malfunctions to supervisors., • Dust mop and damp mop floors in various areas, including classrooms and common spaces., • Clean and sanitize bathrooms, classrooms, and common areas., • Remove trash, empty wastebaskets, and perform related duties as assigned., • Respond promptly to paging system alerts and customer requests., • Follow infection control and universal precautions to maintain a sanitary environment. Qualifications • High school diploma or equivalent preferred., • Previous custodial/janitorial experience in a school setting preferred., • Ability to follow oral and written instructions., • Willingness to perform routine tasks consistently., • Must complete all responsibilities without supervision after training., • Must be punctual and reliable for scheduled shifts., • Ability to stand and walk for 6-8 hours daily., • Must be able to lift/carry and push/pull a maximum of 50 pounds., • Must be able to work around food and cleaning products., • Compliance with COVID-19 vaccination policies, as required by state, local, and/or customers. Ready to Join Us? If you’re passionate about maintaining clean and safe environments, apply now to become a School Custodian at CSG! CSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Description Overview Role: School Day Porter Pay Rate: $20/hr Hours: Mon-Fri (7am-3pm) Location: Hudson Yards, NY 10036 Join Campus Services Group (CSG) as a School Day Porter! In this role, you’ll help keep the school clean and safe by performing daily janitorial tasks. You’ll work closely with staff and students, ensuring the school meets high cleanliness standards. If you’re dedicated to providing great service and maintaining a tidy environment, we’d love to have you on our team! Available Benefits For All Employees • Free Telemedicine*, • Free Prescription Discount Program, • Free Employee Assistance Programs, • Get paid when you need it with PNC EarnedIt, • Financial Wellness Support from PNC Workplace Banking, • Hands-on-Training & Support, • Career Development Additional benefits may vary by location and eligibility. Additional benefits may include vacation, holiday, and sick pay, as well as medical, dental, vision, Employee Stock Purchase Plan, and other voluntary insurance products. Ask your interviewer for details. *Not available in AR. Responsibilities • Perform janitorial tasks in entryways, corridors, classrooms, cafeterias, and common areas to ensure cleanliness and safety., • Clean and sanitize bathrooms, sinks, floors, and commodes, replenishing lavatory supplies as needed., • Remove trash, empty wastebaskets, and remove graffiti., • Use cleaning solutions safely, adhering to all safety precautions., • Report equipment or cleaning product needs and malfunctions to supervisors., • Assist with event support and respond to paging systems promptly., • Follow infection control and handwashing procedures to maintain a sanitary environment., • Ensure customer service and cleaning standards are consistently met., • Perform all other duties as assigned. Qualifications • High school diploma or equivalent preferred., • Previous custodial or janitorial experience in a school setting is preferred., • Ability to follow oral and written instructions., • Willingness to perform routine tasks consistently., • Must complete all responsibilities without supervision after training., • Must be punctual and reliable for scheduled shifts., • Ability to stand and walk for 6-8 hours daily., • Must be able to lift/carry and push/pull a maximum of 50 pounds., • Must be able to work around food and cleaning products., • Compliance with COVID-19 vaccination policies, as required by state, local, and/or customers. Ready to Join Us? If you’re passionate about keeping school environments clean and safe, apply now to become a School Day Porter at CSG! CSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

We currently have a career opportunity for a Director to join our team located in NYC. This role will have at least 25% travel. As a Director at Perficient, you will play a crucial role on the leadership team of our digital consultancy practice. You will collaborate with the sales team, industry partners, and subject matter experts to deliver and expand digital solutions that transform how our clients connect with their customers and grow their business. This will involve working with cross-functional teams to drive results and financial performance. Additionally, you will foster an engaging colleague culture that inspires strong team and individual performance, in line with Perficient's People Promise. RESPONSIBILITIES • Client Engagement & Sales Enablement, • Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients., • Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps., • Identify and open new opportunities through trusted advisor relationships and strategic insight., • Thought Leadership, • Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables., • Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant., • Solution Development & Offerings, • Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs., • Provide subject matter input into the development of new service offerings and go-to-market strategies., • Consulting & Advisory Support, • Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization., • Lead or support delivery teams with insights and direction grounded in real-world banking experience. QUALIFICATIONS • 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles., • Proven success in client-facing roles, including business development, pre-sales, or solutioning., • Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance., • Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution., • Familiarity with AI-enhanced platforms is a plus., • A solid understanding of AI capabilities and limitations including ethical considerations is expected, • Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms)., • Excellent communication skills with the ability to engage C-level executives. Disability Accommodations: Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us. Applications will be accepted until the position is filled or the posting is removed. The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $103,584 to $209,800 . Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview. #LI-MG1 #LI-NYC #LI-Retail Banking #LI-Commercial Banking #LI-Banking ABOUT US Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world's most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible - while building a career filled with growth, balance, and purpose. ABOUT THE TEAM Our Financial Services team provides expertise to our renowned clients to accelerate their digital transformation. We have the industry experience and capabilities to transform and power financial services firms with modern technology and digital solutions. The breadth of our services helps drive process improvement, enhance the client experience, and deepen relationships faster.

Minimum of 5 years of banking experience which includes experience leading treasury management sales and customer service teams. Expertise of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight. Flagstar is an Equal Opportunity Employer.

Software Guidance & Assistance, Inc., (SGA), is searching for an IT Controls & Risk Framework Analyst for a CONTRACT assignment with one of our premier Financial Services clients in lower Manhattan, NYC. He or she will need to work in the office 1-2 days/week. Role Overview: This role is critical in strengthening our control environment by expertly mapping technology controls using Common Control Framework and providing senior-level guidance on control adoption. The ideal candidate will possess technical knowledge of various technology domains, a good understanding of risk methodologies, and some experience implementing and maturing control frameworks. Responsibilities: • Control Mapping & Harmonization:, • Support the comprehensive mapping of existing and new technology controls using the Common Control Framework (through UCF), ensuring alignment with relevant industry standards, regulations and internal policies., • Help identify gaps and redundancies in current control implementations and propose solutions for optimization and harmonization across various technology platforms and business units., • Develop and maintain detailed documentation of control mappings, including rationale, evidence requirements, and ownership., • IT Risk Management:, • Provide guidance on risk mitigation strategies, control enhancements, and residual risk acceptance, as required., • Assist in the development and implementation of risk reporting mechanisms to provide actionable insights to management., • Framework Development & Maturity:, • Contribute to the ongoing development, refinement, and maturity of the organization's technology control library.., • Stakeholder Collaboration & Guidance:, • Help the senior lead in facilitating workshops and training sessions to foster a strong understanding of control objectives and risk management principles., • Audit & Assurance Support:, • Support internal and external audit activities by providing evidence, explanations, and documentation related to control implementations and risk posture., • Assist in responding to audit findings and developing corrective action plans. Required Skills : • Experience:, • Minimum of 3+ years of experience in IT risk management, IT audit, information security, or IT compliance roles., • Some experience in mapping technology controls to common control frameworks (CCF) or similar consolidated control libraries., • Exposure with various cybersecurity frameworks and regulations (e.g., NIST, CoBiT, NYDFS, OSFI), • Technical Acumen:, • Some understanding of diverse technology domains, including cloud computing, network security, application security, data protection, identity and access management, and infrastructure security., • Familiarity with various security technologies and their control capabilities., • Analytical & Problem-Solving Skills:, • Strong analytical skills with the ability to dissect complex technical and business processes to identify control points and risk exposures., • A strong, logical, and structured approach to problem-solving., • Communication & Interpersonal Skills:, • Excellent written and verbal communication skills, with the ability to articulate complex technical and risk concepts to diverse audiences, including senior leadership., • Strong interpersonal skills and the ability to build rapport and influence stakeholders at all levels., • Independence & Proactiveness:, • Ability to work independently with minimal supervision, manage multiple priorities, and deliver high-quality results in a fast-paced environment., • Proactive in identifying potential issues and proposing solutions. Preferred Skills : • Relevant industry certifications such as CISSP, CISM, CISA, CRISC, AWS/Azure Security Certifications., • Experience within financial institutions, banking or other relevant industry under similar regulatory scrutiny. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at ___ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment and our services, programs, and activities. Please visit our company ___ to request an accommodation or assistance regarding our policy.