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The Moinian Group New York, New York, United States (On-site) Reporting to the owner of the company, this role is responsible for providing comprehensive business solutions including strategic advice on the Real Estate market and industry, leasing activity and project management for the portfolio. The successful candidate will oversee the implementation of plans with external leasing agents, property managers, and internal accounting and finance to ensure continuous full occupancy of the assigned assets at competitive rates. Responsibilities: • Maximize property net income through tenant retention strategies and work in collaboration with marketing, and property management, • Negotiate lease terms and approve proposals, offers to lease, lease agreements and other documents relating to incoming and existing tenancies, • Implement owners’ strategy to achieve maximum income and manage expenses, • Analyze lease proposals and projects using “Pro-Calc” or Excel to determine effects on overall deal economics, • Establish and maintain a broad network of relationships within the Real Estate community through involvement in leasing related organizations and gatherings, • Generate new prospects for available space by maintaining constant contact with tenants and real estate brokers through meetings, luncheons, presentations, mailings and organized events., • Report to and keep Senior Management informed on property performance through monthly reports and weekly meetings, • Assess and monitor monthly activity reports, broker mailings, annual leasing and income projections as well as quarterly standard market data packages including market surveys to ensure alignment with business plans, • Provide leadership, mentoring and support to the Leasing Manager and brokers on the team, • Prepare annual budgets which include leasing assumptions for the coming year, commissions, tenant and capital improvements, energy costs, etc., • Ensure all construction projects are completed to a high quality and on schedule, • Stay abreast of comparable properties, their pricing and competitive positions, to maximize occupancy and financial performance of company’s properties relative to the competition, • Work with Legal department to review draft leases, amendments, and, depending on size, become directly involved in lease negotiations, • Coordinates weekly/biweekly leasing calls and with third-party brokers and Investment teams and the distribution of leasing reports, • Participates in the acquisition due diligence process including but not limited to market data analysis, leasing rates, marketing strategy and leasing speed, • Reviews legal documents with in-house counsel, • Provides civic leadership with other property owners in the community and represents the company in the market Requirements: • BS/BA required, • Minimum 8-10 years of progressive New York City experience in commercial real estate and previous responsibility for leasing oversight and brokerage, • Excellent negotiation skills to close major leasing arrangements, • Possess strong marketing/sales skills and knowledge of businesses and population demographics, • Excellent interpersonal, presentation, relationship building and influencing skills, • Superior written and verbal communication, • Extensive knowledge in mentoring, coaching and training brokers, • Knowledge and understanding of space planning and tenant improvement process, • Proactive thinking with ability to create opportunities and add-value, • Property software experience a plus: Argus, Yardi, MRI.

Job Description SALES BROKERS NEEDED FOR FAST-GROWING FINANCIAL FIRM We’re launching a high-energy financial company specializing in business financing and lending solutions — and we’re building a team of killers with ambition for greatness. Sales Brokers (No experience? No problem — we’ll train you into a machine.) • Call warm/live leads and connect businesses with the funding they need, • We broker loans: MCA financing, asset-based lending, SBA loans, lines of credit, consolidations, equipment financing direct in-house funding., • We also fund select deals in-house — we put up our own money- brokers have opportunities to syndicate, • You’ll be in the golden chair — with warm leads, AI tools, in house advertising, and a training program built to turn you into a closer, • Extremely advanced CRM system with ai assistance, for maximum automation. So you can focus on what matters, CLOSING., • Opportunities to earn up to $ 250k+ a year — no cap, no limits, • 100% commission-based — no salary, no hourly — you kill what you eat, • We are the future — this is your chance to create wealth in a billion-dollar industry Other positions available Underwriter (Salary position) • Review and structure business loan deals, • Help brokers secure the best terms for our clients Secretary / Admin (Salary position) • Keep the office running smoothly, • Handle phones, scheduling, paperwork, and general support Who we want: • Ambitious, motivated, ready to hit the phones with energy and excitement, • Hungry for success — no quitters Location: 2377 McDonald Ave, Brooklyn, NY 11223 — full-time, in-person Jay- 917-565-6430 Company DescriptionPrestigious Capital Group is your one stop finance shop. We service in house funding, MCA funding, line of credit funding, sba financing, asset based lending, consolidations. We are a high energy sales team, high ticket closing, beautiful office with a team atmosphere, we have all the capabilities and tolls to turn almost anyone into a closing machine making 25k+ every month. Think of the wolf of wall street, high energy finance shop breeding killers and creating wealth four our clients and ourselves.Prestigious Capital Group is your one stop finance shop. We service in house funding, MCA funding, line of credit funding, sba financing, asset based lending, consolidations. We are a high energy sales team, high ticket closing, beautiful office with a team atmosphere, we have all the capabilities and tolls to turn almost anyone into a closing machine making 25k+ every month. Think of the wolf of wall street, high energy finance shop breeding killers and creating wealth four our clients and ourselves.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Sr. Associate or VP/Director for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: * Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives * Support new business (for both public and private clients) and marketing initiatives as appropriate * Lead day-to-day transaction execution under direction of Managing Directors * Lead pitch drafting as well as transaction marketing documents * Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions * Manage and execute on buyer interaction, transaction due diligence, etc. * Review and oversee development of financial models, valuation analyses, research * Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process * Review and oversee development of financial models, valuation analyses, research Qualifications: • Bachelor’s Degree required, • 4-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $160,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Since 2019, Oppenheimer’s ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients. Position available for immediate hire. Job Description Our Equity Capital Markets team is actively looking for a Director / VP for our New York office. The candidate will be working closely with senior members of our active Industry Groups to originate and execute equity and equity-linked transactions. This role will primarily focus on the Technology, Consumer, FIG and Industrials sectors. Responsibilities: • Origination and execution of transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, SPACs and Private Placements, • Expand and develop client relationships with key institutional investors including mutual funds, hedge funds and family offices, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Lead pitch drafting as well as transaction marketing documents, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • Demonstrate a commitment to the group’s success on new opportunities, mandates and overall growth, • Must have 3-5 years of experience in ECM, primarily execution, • SPAC experience preferred, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #LI-KG1

Job Description LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: • Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.), • Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele, • Experience in commercial and residential mortgage lending, • Minimum 3 years in business to business sales, • Excellent written and verbal communication, strong organizational skills, and time management., • High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues., • Comfortability working in a fast paced, technology driven environment, • A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: • Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory., • Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs., • Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities., • Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice., • Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support., • Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services., • Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process., • Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Why LendingOne: • Diverse and inclusive workplace, with a supportive and friendly team, • Company awards, recognitions, and community involvement opportunities, • Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!, • 10 Company-paid holidays, and Paid-time Off, • Work-From-Home Fridays!, • Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection, • We believe in promoting from within

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Portfolio and Fund Accountants to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this senior role, you have specific, hands-on experience performing the ongoing accounting needs for a leading Hedge Fund or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • Working under the Director of Operations or Director of Fund Accounting, price the fund portfolio(s), process all accounting entries including corporate actions, contributions, withdrawals, and other fund and partner activity in order to produce P&L and performance reports., • Prepare daily/monthly/quarterly tri-party position, cash, market value and accrual reconciliations with the Administrator and Prime Broker(s)., • Work with Administrators, Prime Broker(s) and executing parties on timely and accurate accounting and trade break resolutions including all cash and fund positions/securities., • Review daily/monthly/quarterly Administrator NAV Packages and make updates to the portfolio accounting system if necessary., • Liaise with fund administrator, auditors, and tax preparers to process and maintain fund accruals, expenses, management fees, and incentive allocation calculations and schedules., • Prepare books and records as well as monthly/quarterly and annual financial statements, partner allocations and capital statements for partners and investment vehicles., • Assist in the preparation of investor requests and reports., • Prepare internal financial analysis, holdings and performance reports for internal stakeholders and investment personnel., • Perform all accounting functions related to fund requirements including wire transactions, client reporting deliverables and ad hoc requests for partners, their constituents, and internal parties. Qualifications, • A Bachelor’s Degree in Business, Accounting, Finance, Economics, or a related field., • A minimum of four years of professional experience in Portfolio or Fund Accounting or middle office operations with a Hedge Fund, Family Office, Alternative Investment Management firm or Hedge Fund Administration firm., • Previous experience with portfolio and fund accounting software or applications (Eze, Advent, Aladdin, Portia, etc.)., • Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy., • Highly proficient with Microsoft Office, advanced Excel skills, • Excellent analytical and problem-solving skills with ability to multi-task., • Attention to detail and capable of taking initiative., • Strong team player with an entrepreneurial predisposition and strong interpersonal skills to effectively work across all levels of the firm. Job Status, • Contractor

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities' risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. DV Commodities currently has over 35 desks, with traders and staff located in London, New York, Chicago Houston, and Dubai. Learn more here. Overview • Work side by side with senior traders to learn about proprietary methodologies and trading systems that support an established trading business, • Actively engage in counterparty-facing activities, including structuring and presenting trade ideas, preparing market commentary, and responding to counterparty requests in real time, • Manage trade execution, with a strong focus on counterparty exposure, credit considerations, and operational efficiency, • Build and maintain pricing models, fundamental analyses, and trade tools that support both internal decision-making and counterparty engagement, • Enhance existing strategies and identify new opportunities to expand counterparty flows, trading volumes, and profitability, • Serve as a key liaison between trading desks, risk management, operations, and OTC counterparties to ensure seamless deal execution and lifecycle management, • 2+ years of industry experience, • Strong communication and relationship-building skills with the ability to engage confidently with counterparties and colleagues under high-pressure conditions, • Ability to articulate trade structures, risk exposures, and market views clearly, both verbally and in writing, • Professional presence, strong interpersonal skills, and a business-first mindset focused on delivering solutions and building credibility, • Detail-oriented, organized, and diligent with a high level of professionalism in counterparty interactions, • Demonstrated ability to manage multiple priorities — balancing counterparty demands, trade execution, credit/risk considerations, and internal coordination, • Entrepreneurial and proactive in identifying and pursuing opportunities to grow counterparty flows and wallet share, • Team-oriented, able to collaborate effectively across trading, risk, operations, and research groups, • Strong interest in trading, commodity markets, and developing long-term counterparty relationships, • Strong understanding of math, probability, and statistics to support trade structuring, pricing, and risk analysis, • High level of proficiency in Excel; VBA, SQL, Python, or other programming/statistical tools a plus DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job DescriptionArootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back-office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Capital Raisers and Business Development professionals, to consult our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in a senior role as a Capital Raiser or Business Development professional, you have specific, hands-on experiencing strategically executing a successful capital raising program, including identifying, sourcing, managing, overseeing, and onboarding of prospective clients for a leading Alternative Asset Firm. Whether it was a new manager looking to raise assets for the first time or an existing manager looking to diverse their existing investor base, you have the expertise to help our clients define their marketing message and enhance their overall business development efforts. WHAT YOU WILL DO AS A CONSULTANT: Provide advice and guidance to Arootah clients who seek help with their Capital Raising needs. This will involve consulting to some of the leading Alternative Asset Firm and Family Offices in the world and sharing your experience as an expert in Business Development, Capital Raising or Fund Raising in helping clients to: Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps. Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures. Review, analyze and report on client tools and resources to ensure industry best practices. Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). What You'll Do • All aspects of the day-to-day management and oversight of capital raising efforts, including lead generation, the development of marketing decks and collateral material, working directly with Prime Broker Capital Introduction Teams or other professional sales organizations to help clients meet their business development needs., • Work in close partnership with the client to develop prospect lists and execute on client-by-client engagement strategies., • Develop an efficient and effective strategy for maximizing the resources of the team to meet fundraising objectives, including conducting practice presentations, question/answer sessions, mock interviews, and due diligence preparation., • Help craft the sales narrative around products and organize a communication and marketing plan to attract and retain clients and investors., • Supervise activity of fund marketing staff through the use of regular meetings and the implementation of sales management reporting tools., • Train, mentor, and help educate junior fundraising staff so that they may develop into highly effective marketers., • Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses., • Create and organize data on prospective investors to help move leads through the sales funnel in an efficient and compliant manner., • Advise on terms, structure, vendor selection and other key business drivers to attract institutional, high net worth and seed capital investors., • Assist in the cultivating of relationships and bringing awareness to diverse sources of capital, distribution channels and professional relationships., • Review all potential financing, seeding arrangements, joint venture and revenue sharing arrangements to ensure industry best practices., • Serve in a sales consultant capacity to properly identify and target markets, potential investors, coordinate outreach campaigns and help build brand awareness and trust. Qualifications, • Minimum of Bachelor’s Degree in Communications, Marketing, Sales, Finance, or Business Administration, or a related field., • MBA, CFA, CAIA,or advanced degree is a plus. Sales or financial industry designations (such as Series 7 or Series 63) are a plus., • A minimum of ten years of professional experience in a similar Business Development or Capital Raising role with demonstrated success in raising assets for a Hedge Fund, Venture Capital, Private Equity or other Alternative Investment Firms., • Demonstrated success in raising assets in partnership with an Institutional Sales Team to cultivate client leads and facilitate relationship building and client engagement for alternative investment strategies and family offices., • Experience collaborating with family offices, institutional investors, prospective clients, and a proven ability to develop new opportunities., • Knowledge of multi-asset sectors and investment types., • Demonstrated analytical and quantitative skills and superb written and verbal skills., • Confident client presentation skills (in person and phone) with strong follow-through skills., • Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm. Job Status, • Contractor

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here. Responsibilities: • Primary owner of P&L in one or multiple areas of energy business, • Build and maintain fundamental and quantitative trading models, • Work with risk to ensure compliance with agreed upon risk management metrics and sizing, • Liase side by side with senior energy traders to share best practices / learnings where applicable, • Learn proprietary methodologies and trading systems that support an established trading business, • Grow existing trades and P&L while identifying and pursue new opportunities, • Further responsibilities may be driven by the individual's interests and specific skills Requirements: • Energy trading experience required, • Self-starter with entrepreneurial spirit, • Able to learn quickly in a fast paced, high pressure environment, • Targeted ISO experience and knowledge of fundamental grid, • Detail oriented, organized, diligent, • Maintain composure and communicate clearly when under pressure, • Ability to succeed working as part of a diversified team, • Strong understanding of math, probability, and statistics, • High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus, • Advanced aptitude for problem solving and multitasking, • Proven track record with historical P&L preferred Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $120 – $175K + discretionary bonus eligibility DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job DescriptionAbout the Company Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience. Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team. To learn more, visit . About the Role Industrious is partnering with Kato International to make Tower 49 the first Class A office building with true flexibility and hospitality at its core in Midtown, NYC, and this role will play a central role in bringing it to life. Tower 49 is a 45-story building located between Madison Ave and Fifth Ave, and between 48th and 49th Streets. It's undergoing a reinvention, and, when completed, will have a brand new conferencing center, a high end coffee lounge, a bar and cafe, with 16 floors and over 250k Sq Ft of private office coworking. Tenants will be able to sign a lease that gives them the ability to use the full building - a full floor to call their own, the ability to grow and shrink into and out of the Industrious coworking space, impressive conference rooms for high stakes meetings, a lounge for morning coffee and informal meetings, and a bar with views of midtown for happy hour. This role is the conductor responsible for working closely with the Kato team to define the overall strategy for the building, bring together all of the right people from within the Industrious, Kato, and external partners to collaborate, and make sure our execution is on point. You'll help to write the strategic plan for the building, sequence the pieces across design & architecture, construction, marketing, sales, operations, and accounting, anticipate issues before they become problems, and reflect on learnings, all in service of making Tower 49 the hottest place to be in Midtown. A typical day might involve: facilitating a stand-up of all of the functions working on ongoing projects to make sure they're addressing the right roadblocks; meeting with the Industrious sales team, our broker partners and the Kato team to review trends in what you're hearing from recent tours of the building; working with our accounting team and the Kato team to make sure we have an accurate read on the numbers; spend time with the leaders of the coworking floors and the conference center to identify ways we could work better together; synthesize a questions and issue list from all activities happening in the building to proactively discuss with the Kato team; walk the building as part of your daily rounds to check how the building feels, how construction is coming along on our newest floors, and what would improve our members', guests', and tenants' experience even more Winning in this role means: • Tower 49 reaches its full potential: it's talked about as the most flexible, hospitality-driven building in midtown, and it's exceeding its financial goals, • You are a business thinker first and foremost. You have pattern recognition both for large P&Ls and operating businesses. You can spot a cost that looks out of whack or a revenue line that smells like it could be higher. Requirements • P&L Management experience in Commercial Real Estate/Hospitality: You've held direct P&L responsibility (budgeting, forecasting, cost control, and revenue optimization) for a significant operating asset, ideally a Class A commercial office building, a large mixed-use property, or a high-end hotel., • Tenant/Guest Experience and Operations Leadership: You have a demonstrated track record of leading multi-functional teams (including property management, engineering, security, and guest services) to deliver a premium, hospitality-first experience for tenants, members, or guests., • Capital and Operational Project Oversight: Experience successfully managing major capital improvement projects (e.g., lobby renovations, amenity build-outs, system upgrades) from design through execution and stabilization, ensuring minimal disruption to ongoing operations. Compensation The annual base compensation range for this role is between $145,000 and $155,000. The successful candidate's actual base compensation will be based upon a variety of factors, including but not limited to work experience, job-related knowledge, skills, and professional qualifications. You will also be eligible for an annual 15% bonus and participation in our long-term incentive program. Base and bonus compensation are just two components of Industrious' total compensation package for this role. Other great perks and benefits include heavily subsidized healthcare plans, generous paid time off, wellness programs, professional development grants, 401k plan, and many other benefits, subject to applicable eligibility criteria and company policies. Equal Employment Opportunity Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Industrious in the News: • Getting Our Team to Show Up And Love It: What We've Learned from Thousands of Office Days, • How Industrious became an $800million brand by building a sense of belonging, • CBRE Group to Acquire Industrious, Create New Business Segment, • A note from our CEO about Industrious + CBRE, • Industrious Partners with Delta Business Traveler to Support Every Kind of Business Flyer, • CBRE Chooses Coworking Hub for Its New Global Financial Headquarters, • The Anti Adam Neumann of the Co-Working Industry

Job DescriptionArootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at more information. WHO YOU ARE: Arootah is searching for Alternative Asset Firm and Family Office Chief Compliance Officers to advise clients on industry best practices. As a Compliance Consultant, you will work with our Alternative Asst Firm and Family Office clients to provide expert advice. Having previously served in the role(s) of Chief Compliance Officer (CCO), Director of Compliance or Compliance Officer, you have specific, hands-on experience developing, implementing, and managing a full compliance program for a leading Alternative Asset Firm or Family Office. What You'll Do • Work with clients on a part-time, temporary, or ad-hoc basis to solve their most pressing compliance needs, • Serve as strategic compliance advisor to the Principal/Founder, providing expert guidance on regulatory requirements, risk mitigation, and compliance program development for SEC-registered investment advisers, hedge funds, private equity firms, or family offices., • Design and implement comprehensive compliance programs, establishing policies, procedures, and controls to ensure adherence to SEC, FINRA, CFTC, and other applicable regulatory requirements based on firm structure and investment strategies., • Develop and maintain regulatory filings and documentation, including Form ADV, Form PF, Form 13F, Form D, regulatory correspondence, and ensuring timely submission and accuracy of all required regulatory reports., • Establish compliance monitoring and testing programs, creating risk-based surveillance procedures for personal trading, gifts and entertainment, political contributions, outside business activities, marketing materials, and trade allocations., • Build conflicts of interest and code of ethics frameworks, developing policies for personal securities transactions, insider trading prevention, information barriers, allocation procedures, and best execution practices., • Prepare firms for regulatory examinations and audits, conducting mock examinations, coordinating with SEC, FINRA, or other regulatory examiners, managing document requests, and developing remediation plans for identified deficiencies., • Develop AML/KYC and sanctions screening programs, establishing customer identification procedures, beneficial ownership verification, suspicious activity monitoring, and OFAC compliance protocols appropriate to the firm's investor base., • Create compliance training and education programs, developing onboarding materials, annual training curriculum, and targeted education on regulatory updates, insider trading, cybersecurity, and firm-specific policies., • Review and approve marketing materials and communications, ensuring compliance with advertising rules, performance reporting standards, disclosure requirements, and regulatory guidance for all client-facing materials., • Assess vendor and service provider compliance, conducting due diligence on fund administrators, prime brokers, custodians, and other service providers to ensure adequate controls and regulatory compliance., • Monitor regulatory developments and implement changes, tracking proposed rules, SEC guidance, enforcement actions, and industry best practices to proactively update compliance programs and advise leadership on emerging risks., • Lead special projects including compliance program assessments, regulatory change implementations, new product launches, compliance system selections, and preparation for fund launches or regulatory registrations. Qualifications, • Bachelor's Degree in Finance, Business Administration, Accounting, Law, or related field required. JD, MBA, or advanced degree strongly preferred., • 7+ years as Chief Compliance Officer at an SEC-registered investment adviser, hedge fund, private equity firm, family office, or broker-dealer., • Experience completing SEC audits and examinations, • Extensive knowledge of SEC, FINRA, and CFTC regulations for registered investment advisers, including the Investment Advisers Act of 1940, custody rules, marketing rules, and private fund regulations., • Proven experience managing SEC, FINRA, or state regulatory examinations, including successful navigation of exam processes and implementation of remediation plans., • Hands-on experience building compliance programs for alternative asset firms across multiple investment strategies and operational areas including trade surveillance, personal trading, AML/KYC, and conflicts management., • Exceptional communication abilities, including experience training staff, presenting to boards, and serving as regulatory liaison., • Experience with compliance technology including monitoring platforms, document management systems, and regulatory filing software. Job Status, • Contractor

Job DescriptionSalary: $200,000 - $260,000 Aspen Power is a distributed energy generation platform with the dual mission of accelerating and democratizing decarbonization. We partner with developers, businesses, communities, and others to develop, construct, and operate renewable energy assets. Our experienced team is passionate about solving our clients energy challenges to deliver a sustainable future throughout the U.S. For more information, please visit aspenpower.com. Position Overview: As a key member of the Origination team, the VP of Origination will be responsible for sourcing, negotiating, and closing solar and battery storage sales opportunities across the US, focusing on the commercial, industrial and multi-family sectors in target markets. As a key contributor within a fast-paced company environment reporting directly to the EVP, Origination, this hands-on position requires high attention to detail, strong communication skills, and the ability to work within a cross-functional team. The ideal candidate willdemonstrate a proven track record in origination, and an entrepreneurial passion for renewable energy development. Responsibilities: • Develop and/or expand existing relationships with businesses having or representing large real estate holdings, creating opportunities for Aspen to develop, own, and operate solar and/or storage portfolios on their properties., • Oversee all aspects of the origination process including lead generation, bid preparation, commercial and legal contract negotiations, investment-committee presentation, and hand-off to project development., • Negotiate deal documents, including LOIs, MIPDSAs, PPAs, and/or site lease / purchase documents., • Work with internal and external deal teams to ensure successful project delivery, including coordinating with engineering, construction, finance and legal teams., • Monitor market trends, regulatory changes, competition and maintain current knowledge of industry best practices., • Identify opportunities and develop strategies to accelerate company growth through innovative offtake structures such as hedge products, virtual PPAs, and co-investments Qualifications: Must be passionate about the renewable energy business, hardworking and thrive in the fast pace of a rapidly growing company. In addition, the candidate must possess: • Bachelors degree, • 5+ years experience working at an energy project developer, IPP, and/or energy investment bank / energy broker, • Proven experience in project origination and/or business development with a strong track record of identifying, negotiating, and closing renewable energy projects; a network of existing contacts within these sectors a strong plus, • Strong communication and presentation skills with the ability to communicate complex technical concepts to non-technical stakeholders, • Ability to work independently, as well as part of a team, • Willingness to travel as needed to meet with clients and attend industry events Personal Characteristics: • Collaborative and engaging team member who partners well with others, • Strong team orientation and demonstrated client management skills, • Results-driven, with a strong work ethic and commitment to excellence, • Executive presence, outgoing with strong communication and presentation skills, • Builds trust by demonstrating high ethical standards and personal integrity, • Ability to adapt and learn quickly, • Analytical problem solver who views obstacles as challenges, • Self-motivated, self-starter who can work independently when necessary Location: Remote At Aspen Power, our work model includes three ways of working: remote, in-person, and hybrid (a hybrid of in-person and remote).This position can be fully remote. Compensation $200,000 - $260,000 base salary plus annual cash bonus and initial and subsequent annual equity awards, all at the sole discretion of the Company and in accordance with Company policy. Note that title and salary will be commensurate with candidate experience. Learn more about our generous employee benefits and perks by visiting Aspen Careers. Equal Employment Opportunity We are committed to equal-employment principles and are dedicated to diversity and the strength it brings to the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, military status, sexual orientation or any other protected category or class that may be applicable. NOTE: Due to the large volume of applicants, only candidates under serious consideration will be contacted.

Job DescriptionJoin Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at more information. WHO WE NEED: Arootah is searching for experienced Compliance Managers and Directors of Compliance to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of Compliance Manager, Director of Compliance or similar leadership role, you have specific, hands-on experiencing working directly with/for Chief Compliance Officers in developing, implementing, and managing a full compliance program for a leading Alternative Asset Firm or Family Office. What You'll Do • Provide advice and guidance to Arootah clients who seek help with their Compliance programs. This will involve consulting toAlternative Asset Firm and Family Offices and sharing your experience as a Director Compliance or Compliance Manager in helping clients to:, • Develop realistic and effective monthly action plans., • Identify internal and contextual roadblocks., • Break apart goals into actionable steps., • Devise a plan of action for each goal., • Provide the client with resources associated with implementing their action plan., • Implement policies, procedures, and control measures., • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.)., • Independent risk management routines to assure proper alignment exists with SEC expectations in anticipation of SEC exams and audits., • Regulatory requirements as it relates to NFA/CFTC registered Commodity Pools, and other compliance-related activities as they relate to these products and/or entities., • Broker/Dealer knowledge and experience in working with FINRA rules/regulations., • Extensive experience drafting and updating Code of Ethics and Compliance Manuals., • Develop the Group's Risk & Compliance program, roadmap, and strategy., • Assist the firms’ staff to ensure compliance on regulatory matters throughout the business development and investor relations processes., • Create and maintain the firm’s Form ADV, Parts 1 and 2 as well as regular and periodic regulatory filings., • Experience with internal controls relating to insider trading, material nonpublic information, front-running and other trading activity., • Ongoing employee training and new hire compliance training., • Proactive compliance support and assuring all regulatory and policy matters are well understood and effectively managed., • Collaborate with firm management and outside service providers to remediate compliance findings identified in internal and external examinations and audits., • Facilitate annual regulatory risk assessment and providing senior management with recommendations based on the results., • Create programs and best practice execution in areas such as electronic correspondence, email/record retention, outside business activities and other functional areas., • Develop and oversee annual compliance testing., • Provide guidance to internal groups related to client fee billing process and processing of investment advisory agreements., • Ad-hoc and special projects as requested by the client. Qualifications, • Minimum of Bachelor’s Degree in Law, Finance, or Business Administration, or in a related field., • MBA, Juris Doctor, M.S. in Law, or Legal Studies a plus., • Certifications: Certified Compliance & Ethics Professional (CCEP), or Certified Internal Auditor a plus., • 5+ years compliance experience, with at least 3+ years as a Director of Compliance, Compliance Manager or similar level at a Hedge Fund or Family Office., • Solid experience dealing with Federal securities laws and Federal, state, and local regulations guiding financial institutions including, but not limited to the Investment Company Act of 1940, the Investment Advisers Act of 1940, Securities Exchange Act of 1933, and Regulation CF, etc., • Demonstrated experience interacting and managing relationships with regulators., • Excellent written and verbal communication skills., • Advanced computer skills – Microsoft Office Suite., • Outstanding analytical skills, detail-oriented, proactive, and self-motivated., • Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders., • Experience in/comfort with a role with a degree of ambiguity, requiring proactive analysis and action., • Proven to work independently, prioritize work, and achieve results., • Ability to quickly build rapport and work with a team. Job Status, • Contractor

Job DescriptionArootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at more information. What You'll Do • Design treasury operations frameworks, establishing processes for cash management, funding coordination, collateral optimization, and treasury workflow across operations, accounting, trading, and portfolio management functions., • Develop reconciliation processes and controls, creating standardized procedures for daily and monthly reconciliations including position reconciliation, open repo, swap agreements, cash balances, and prime broker statements to ensure accurate books and records., • Establish NAV oversight and support procedures, building frameworks for monitoring fund administrators' NAV creation processes, implementing control checks, and developing escalation protocols for pricing and valuation issues., • Create collateral management monitoring systems, designing tools and processes for tracking collateral exposures, margin requirements, haircuts, and optimization opportunities across prime brokers and counterparties., • Build counterparty management frameworks, developing systems for tracking counterparty metrics, financing rates, costs, credit limits, and relationship terms to support treasury decision-making and risk management., • Develop treasury policies, SLAs, and metrics, establishing oversight standards for outsourced and insourced functions supporting treasury operations, including performance measurement and service level monitoring., • Create exception management and resolution protocols, designing workflows for identifying, researching, and resolving books and records discrepancies with clear documentation and escalation procedures., • Build treasury reporting and analytics tools, developing dashboards, presentations, and updates on treasury exposures, financing costs, collateral utilization, and operational metrics for various levels of management., • Train treasury and operations teams, conducting education sessions on treasury best practices, reconciliation techniques, collateral management, and counterparty coordination., • Support special projects including prime broker transitions, new financing arrangement implementations, treasury system evaluations, and operational process improvements requiring treasury expertise. Requirements and Skills, • 3+ years’ experience with Alternative Asset Manager/Hedge Fund Middle Office, Administrator, Institutional Investment Bank or Prime Broker required. Excellent time management and organizational skills required with the ability to prioritize and multitask effectively., • Basic understanding and working knowledge of the operational aspects of fixed income products, cash, OTC derivatives, and their related standard settlement mechanisms., • Must be proficient in Excel using pivot tables, vlookups, macros, and If/Then statements, Bloomberg data functions for live and historic market data., • Detailed understanding of how all P& L components are calculated across all security types.

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will play a key role on a midtown NYC broker-dealer trading desk, supporting both trading activity and overall desk operations. This position involves executing and servicing trades across multiple asset classes—Equities, Options, FX, and Mutual Funds—while ensuring smooth trade flow, compliance with regulatory requirements, and a high standard of client service. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare Equity Capital Markets team is actively looking for a Senior Analyst for our New York office. Our ECM team provides Analysts with a high level of responsibility and extensive access to senior management and clients. The ECM transaction teams are typically small in size, providing Analysts with significant responsibilities and opportunities to develop their knowledge and skills early in their career. Responsibilities: • Prepare complex financial analysis on companies looking to execute an equity capital raise, • Prepare client pitch materials evaluating the most beneficial structure for an equity capital raise, • Evaluate current and historical market data to support recommendations to clients, • Support the preparation of detailed memoranda and presentations describing the key attributes of client companies, • Research and maintain databases of key healthcare investors, • Manage the execution of equity offerings and communicate with the client’s Management team, • Act as primary coverage for key accounts, including idea generation and client interaction / relationship building, • Participate in various marketing and recruiting activities of the firm, • Experience using MS Excel and PowerPoint, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team players, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Equity Capital Markets team is actively looking for a Convertibles focused Analyst for our New York office. Our ECM team will provide Analysts with a high level of responsibility and extensive access to senior management and clients. The ECM transaction teams are typically small in size, providing Analysts with significant responsibilities and opportunities to develop their knowledge and skills early in their career. Responsibilities: • Prepare complex financial analysis on companies looking to execute an equity capital raise, • Prepare client pitch materials evaluating the most beneficial structure for an equity capital raise, • Evaluate current and historical market data to support recommendations to clients, • Support the preparation of detailed memoranda and presentations describing the key attributes of client companies, • Research and maintain databases of key investors, • Manage the execution of equity offerings and communicate with the client’s Management team, • Convertibles experience preferred, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team players, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionThe Role: This is an exciting opportunity to join ION as a Senior Technical Consultant. As a Senior Consultant, you will be responsible for designing, coding, testing and implementing the customer requirements while mentoring other team members. You will work with business analysts, clients and team members to design and implement product customizations and interfaces.Key Responsibilities: • Present the project’s technical solution to client representatives., • Support client training services., • Consult with client’s technology users to determine technical requirements to be addressed by the ION solution., • Provide guidance to Technical Consultants., • Follow ION documentation standards and resolution process flow for all deliverables., • Keep Line Manager and Project Manager(s) informed regarding the status of assigned responsibilities., • Maintain full chargeability on client account(s) as assigned., • Provide technology advice, design, analysis, custom code development, and troubleshooting in the discovery workshop, design, configuration, testing, and production support of the Endur/Findur for the client’s business needs., • Participate in and support the architectural design decisions regarding interfaces between Endur and other systems, as well as the technical approach for custom scripts and reports, and gain the client’s confidence in the recommended approach., • Support and adhere to implementation best practices in one or more technical development areas of Endur/Findur in all technical design, specifications, custom coding, and testing deliverables., • Assume hands-on project implementation duties (design, coding, testing) in all phases of an ION implementation, reporting to the Project/Account Manager., • Gather and document technical requirements, code specifications, test plans/results, and any other deliverables required by the project as determined by the Project/Account Manager or Principal Technical Consultant., • Support client training services in custom development technologies.Required Skills, Experience and Qualifications:, • Bachelor’s or Master’s degree in Computer Science, Engineering, Finance, Accounting, Economics, or a directly related IT field., • 5+ years’ experience in Software Design and Development and/or deployment., • Minimum 3 years direct experience working with Endur/Findur in designing, coding, configuring, testing, and debugging reports, plugins, and interfaces for ION solution in client environments., • Experience working with at least one object-oriented languages such asC# .NET, Java, C++.Preferred Qualifications:, • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience with MS SQL Server is required., • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience in designing, configuring, and troubleshooting installations of enterprise software in client environments., • Experience in Interface design and implementation following standard integration patterns., • Experienced and skilled user of office productivity tools such as Word, Excel, PowerPoint, SharePoint and Project Server., • Experience writing technical specifications., • Strong understanding of relational database concepts., • Strong Object-Oriented Skills., • Excellent interpersonal skills., • Good written and oral communication skills., • Must be self-motivated, independent, resourceful and one who is capable of being objective and giving/taking constructive feedback., • Strong analytical and problem-solving skills., • For on-site consultants, ability to work onsite at client locations as needed., • Ability to deliver with little to no guidance from manager., • Ability to work as part of a project team structure., • Development role:, • Strong Experience with a subset of the following programming technologies: Java, Soap Webservices, JavaScript, jQuery is required., • Experience working with Integrated Development environments such as Eclipse, • Experience with business reporting tools such as SAP Crystal Report or Tableau., • Experience with source control and continuous integration tools (GIT, TFS, Confluence, Bamboo) and issue tracking systems (Jira) is required.

Job DescriptionArootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Head Traders or Directors of Trading to consult to our client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience strategically building, maintaining, and operating the full infrastructure and operations of a Trading Desk for a leading Alternative Asset Firm or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • All aspects of the day-to-day management and oversight of a trading desk including management of sell side relationships, trade commission negotiations, the full life cycle of a trade and all trading personnel., • Developing and implementing policies for trade execution on different asset classes including knowledge of financing, settlement, capital requirements and compliance with local, state, and federal regulationsand exchange rules., • Manage trades from inception to post-trade analysis, including building trades, pre-trade analysis, execution, communication, and settlement., • Oversee all of the company’s trading positions, risk management, and the profitable operation of the company’s trading activities by working closely with Portfolio and Risk Managers., • Design trade architecture, trading policies and procedures, as well as broker evaluation and trading record keeping., • Assist Portfolio Managers as needed with rebalancing, cash management, asset allocation and risk management oversight and guidance., • Choose, implement, and manage trading rotations, strategies, and performance metrics to evaluate and manage all trading personnel., • Knowledge of different software programs and means of sourcing liquidity across various asset classes including high-frequency trading, algorithms, electronic crossing networks, and artificial intelligence (AI) trading programs., • Gain in-depth knowledge of all transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements., • Communicate market insights via verbal and written thought pieces to the investment team. Qualifications, • A Bachelor’s Degree in Economics, Finance, Statistics, Mathematics, Computer Science, or a related field., • Master’s Degree and/or CFA is strongly preferred., • 10+ years of prior work experience, specifically as a Head Trader or Director of Trading for an Alternative Asset Firm or Family Office with high order flow., • In-depth understanding of various global markets, exchanges, and regulatory environments; a strong understanding of risk management and escalation., • Prior familiarity with compliance and risk management policies regarding best execution and fair allocation practices., • Demonstrated knowledge of conventional or proprietary OMS, EMS, and TCA research is essential., • Strong programming skills (Python preferred) and experience working with visualization tools such as Tableau or Power BI., • Demonstrated knowledge of statistics/econometrics and experience working with large data sets (3rd party and proprietary). Job Status, • Contractor

Job DescriptionThe Role: This is an exciting opportunity to join our dynamic project management team at ION. As a project manager, you will oversee the execution and completion of information technology solutions projects in the professional services arena. Provides budget analysis, labor planning, and coordination of activities between client and company personnel. Monitors project completion from initiation through delivery to meet revenue and cost projections. Oversees performance of the delivery, installation and client acceptance of capitalized equipment, enterprise software systems, or system integration projects or engagements. Typically utilizes management skills more than technical skills. Serves as mediator to internal issues and conflicting priorities for members of cross-functional teams focused on the delivery of new or existing solutions to clients. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.Key Responsibilities: • Provide leadership of multi-disciplinary professionals in a project structure in the scoping/discovery workshop, design, configuration, testing, and production support of the ION solution for the client’s business needs, • Provide direct management of all ION resources assigned to project and act as personnel supervisor for HR issues during the assignment, • Serve as the client’s principal point of contact for project status, solution quality, scope control, issues, risks, billing, personnel management, and the ION solution, • Manage project Profit and Loss, including effective project cost and revenue budgeting, analysis and forecasting, • Manage project change control, • Plan, lead, manage, and coordinate ION’s project tasks using Microsoft Project Plan, resources, deliverables, issues logs, risks logs, weekly timesheets, project expense reports, monthly invoices, and all other administrative documentation on an ongoing basis, • Determine the optimal utilization of resources at a task and personnel level, • Keep the client management and ION management informed daily regarding all project issues, risks, and delays, • Actively engage project stakeholders and manage client expectations regarding the delivery of the ION solution, • Actively coordinate the participation of client users through the client project manager to ensure project success, • Provide weekly project status reports to the client project manager, project steering committee, and ION management, including all information necessary to track the status of the project against the project plan, • Coordinate and attend project and steering committee meetings, • Manage the release to client of software updates and license keys, • Prepare, present to client, and obtain signoff of Request for Support Services, acceptance documentation, and final project acceptance, • Maximize chargeability on one or more client accounts simultaneously, • Serve as mentors and role models for the consulting staff, • Enhance, publish, and train staff regarding implementation best practices, • Coordinate and conduct employee performance appraisals for personnel assigned to projects throughout the calendar year, • Provide sales support through project plan development, estimation, and document authoring for RFP/RFI responses, sales proposals, and Statements of Work to meet the client’s desired business requirements, • Travel up to 50% of the time.Required Skills, Experience and Qualifications:, • 5+ years of project management software implementation, consulting, or systems integration, • Experience in the Energy, Commodities, Treasury, Banking or financial services industries preferred, • Excellent client-facing skills, • Excellent written and oral communication skills, • Ability to work onsite at client locations as needed, • Proven leadership skills with teams of five or more professionals, • Prior hands-on experience with structured project management, • Willingness to travel, potentially up to 50% of time., • Bachelor’s degree in finance, accounting, engineering, economics, or a related IT field or equivalent experience in a related field.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description *Interviews for the 2026 Summer Internship Program in New York will begin in September 2025. About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities' risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. DV Commodities currently has over 35 desks, with traders and staff located in London, New York, Chicago Houston, and Dubai. Overview: As a Software Development Intern, you'll work in small groups within our infrastructure team and/or trading teams to assist building low latency applications, systems and trading tools that will make a direct impact to DV. Through your work and other development opportunities, you will grow your technical skills and understand how our technology stack empowers our firm to serve our trading teams. Requirements: • Currently pursuing a degree in Computer Science, Computer Engineering or related field and expected to graduate between Winter 2026 and Summer 2027, • Proficient in one or more general purpose programming languages, including C++ and Python, • Strong quantitative, analytical and problem-solving skills, • Ability to work onsite at our New York office 5 days a week Hourly pay range $40.00-$50.00 DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. • Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution., • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases., • Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa., • Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship., • Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential., • Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment., • The ability to represent the best of Quantexa to clients and prospects from end users to CEOs., • Exceptional organizational and pipeline management skills., • Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: • Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc., • Specific BSA/AML Experience, • Specific East coast and/or midwest regional expertise in banking, • Enterprise AND SaaS experience, • Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays

Job DescriptionAbout the Company: Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience. Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team. We are proud to have been recognized as one of America's 500 fastest-growing companies in 2020 by Inc. Magazine and one of Forbes' Best Startup Employers. To learn more, visit . About the Role We're hiring a Senior Broker Sales Lead at Tower 49, a flagship Class A location in Manhattan with 275,000+ RSF of premium workspace and a best‑in‑class conference center and amenity floor. You will own enterprise and broker demand, personally lead tours, proposals, and negotiations. This is a market leader that will energize the broker community with a clear story on why flex at Tower 49 (value, finishes, comps, and pathways to scale). You'll build the enterprise funnel in partnership with Marketing, educate brokers and customers, and keep owners informed with crisp, proactive communication. If you're energized by turning an iconic Midtown address into a commercial success and forming a deep relationship with our partners, this role puts you at the center of the action. You also need to believe in the power of high performing teams that are also full of joy, which we believe requires bringing your full self to work, including your goofy side to help make Tower 49 a place where great days at work start with great people.. What Success Looks Like • A predictable broker‑led pipeline for large seat and enterprise deals, with faster tour to close cycles, • Repeatable broker activations (presentations, roadshows) and new‑broker wins, • Clear proposal/RFP process with on‑time responses and strong win rates, • Well‑timed space readiness asks that align Real Estate efforts to named opportunities, • Proactive, succinct updates that reduce escalations and build trust with ownership.You'll Love This Role If You…, • Are an experienced NYC deal maker who enjoys being face‑to‑face with brokers and enterprise clients, • Thrive as senior level sales. You're a strong presenter, negotiator, and you can manage to targets, • Like collaborating with a team to turn market intel into best in class content (decks, flyers, talk tracks) and measurable action, • Can align cross‑functional partners (Ops, Real Estate, Marketing) without formal authorityThis Role Isn't for You If…, • You prefer managing a team today. This is a hands‑on, individual contributor role., • You'd rather operate behind the scenes than run tours, pitch brokers, and lead negotiations, • You get stressed when you're keeping multiple balls in the air, or you prefer that someone is there to tell you which balls to juggle and which to let drop, • You don't tend to gravitate towards getting to know your colleagues deeply as people, • Re‑introduce Tower 49 to top Midtown brokers, deliver education sessions on flex value, finishes, and deal structures., • Build and maintain broker presentations, flyers, and leave‑behinds, • Source, qualify, and close enterprise and mid‑market opportunities, • Lead tours, proposals, and negotiations, • Own the content and response process, • Coordinate internal SMEs (legal/IT/design) and pull in senior resources for significant RFPs, • Partner with Marketing on enterprise messaging, paid/organic funnel, and content briefs, • Translate demand into clear space sequencing/alteration asks, • Provide concise weekly updates to the ownership team, • Flag decision asks early, reduce ad‑hoc escalations through proactive, structured communicationWhat You'll Bring, • 15+ years in NYC commercial real estate sales/transactions, • Ex‑broker or transaction lead strongly preferred with a deep, current broker network, • Proven track record closing enterprise and 10+ seat deals in Class A assets, • Confident running C‑suite tours and complex negotiations, • Mastery of sales discovery, proposal craft, and value defense before price; credibility with owners/asset managers, • Go‑to‑market instincts: you can self‑perform field activations and shape enterprise messaging in partnership with Marketing The successful candidate's actual base compensation will be based upon a variety of factors, including but not limited to work experience, job-related knowledge, skills, and professional qualifications. Base and bonus compensation are just two components of Industrious' total compensation package for this role. Other great perks and benefits include heavily subsidized healthcare plans, generous paid time off, wellness programs, professional development grants, 401k plan, and many other benefits, subject to applicable eligibility criteria and company policies. Equal Employment Opportunity: Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Industrious in the News: • Getting Our Team to Show Up And Love It: What We've Learned from Thousands of Office Days, • How Industrious became an $800million brand by building a sense of belonging, • CBRE Group to Acquire Industrious, Create New Business Segment, • A note from our CEO about Industrious + CBRE, • Industrious Partners with Delta Business Traveler to Support Every Kind of Business Flyer, • CBRE Chooses Coworking Hub for Its New Global Financial Headquarters, • The Anti Adam Neumann of the Co-Working Industry

Job Description About the Role The Senior Account Executive will formulate and execute a strategy to enhance business growth. This role works in partnership with Marketing, Sales Engineering, Product and Account Management, therefore cross-company engagement and orchestration is critical. The candidate will be a high-impact individual capable of driving outstanding business results & first-class sales results. This position is responsible to drive new Digital Wealth business acquisition through direct channels, including cross-sell and up-sell programs to meet the growth objectives of the company. The candidate will possess skills and experience with strong emphasis on lead generation and pipeline creation, along with prospect nurturing, lead prioritization and reporting used to refine marketing programs. The ideal candidate’s disposition is results-driven but with a focus on building relationships and developing to continually improve sales performance. This role is fully responsible for generating revenue and achieving individual sales quota. Develops sales strategy and implements plans for the assigned accounts to achieve sales objectives. What does a great Senior Account Executive do? A great Senior Account Executive is a product sales expert working towards a broader knowledge of the complete enterprise value proposition. They are responsible for promoting and selling Digital Wealth to potential clients and existing clients. A strong Senior Account Executive builds and maintains key relationships with leaders across various areas of the organization, build pipeline, and closes deals. How you will provide meaningful contributions: • Create forecasts and develop a predictable funnel of sales qualified leads that ultimately result in revenue., • Build and close a pipeline of Digital Wealth business to drive new recurring revenue across InvestCloud’s solution set for both existing clients and new prospects in North America., • Execute sales strategies that represent best in class enterprise SAAS sales skillsets., • Ensure adherence to InvestCloud internal processes to close quality deals approved by product, delivery, infrastructure and support, finance and legal through PIM and Deal Desk processes., • Contribute as sales process participant per the 3x3 persona coverage approach and contribute to product roadmap planning through product road mapping process., • Assist with internal escalations on behalf of sales team and clients as needed., • Demonstrate prospecting, pipeline and activity objectives and monitoring via regular business reviews and Hubspot., • Provide weekly forecasting through Hubspot., • Deal Submission for Product, delivery and infrastructure approval: PIM and deal submission for finance and legal signoff: Deal Hub., • Contribute as determined by leadership to sales team trainings and deal reviews., • 5-10 years of consultative solution selling sales experience within financial technology., • Sold approximately $1M+ ACV deals., • Track record of meeting and or exceeding yearly quota., • Target close rate of 30% annually., • Deep understanding of a Financial Advisor’s day to day business activities and pain points., • Deep understanding of Financial Services industry including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks., • Ability to establish C-level and executive relationships., • Experience selling against wealth management competitors (Internal IT, Envestnet, SS&C). Other Demonstrated Attributes: Competitive, risk-taking, accountable, adaptable, teamwork-oriented, motivated, results-oriented, solution oriented, driven to succeed. Preferred Skills / Experience • Prior sales experience selling Wealth / Asset Management technology to tier 1 firms., • Bachelor’s degree (B.A) from a four-year college or university; or equivalent combination of education and experience., • Excellent verbal and written communication skills; capable of building strong working relationships across all levels of the company, including field teams. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1