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International Estate Planning Associate / Counsel – NY / CT This Jobot Job is hosted by: Julie Bales Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $180,000 - $275,000 per year A bit about us: An established and highly regarded law firm offering a collaborative, intellectually engaging environment where attorneys have the opportunity to work on sophisticated matters for an impressive clientele. With a strong emphasis on mentorship, professional growth, and meaningful client relationships, the firm provides the opportunity to take on substantial responsibility, work alongside talented legal professionals, and play an active role in the continued growth of a highly specialized practice. Why join us? Work on sophisticated domestic and international estate planning matters for a high-net-worth clientele. Take on meaningful responsibility with direct client interaction and exposure to complex, high-level matters. Join a growing international private client practice with opportunities to make a lasting impact. Benefit from a collaborative environment that prioritizes mentorship, professional development, and career advancement. Enjoy competitive compensation, performance-based bonuses, and a comprehensive benefits package. Job Details Join a sophisticated private client practice as a permanent Trusts & Estates Associate or Counsel focused on international planning. This opportunity is ideal for an experienced attorney who enjoys solving complex cross-border challenges and delivering thoughtful, highly personalized counsel to high-net-worth individuals, families, fiduciaries, and family offices. You will work at the intersection of trusts and estates, international tax, and multigenerational wealth planning, helping clients protect assets, navigate competing legal jurisdictions, and achieve their legacy goals. Bring your technical depth, sound judgment, and client-first approach to a role offering challenging matters and meaningful client relationships. Responsibilities Develop and implement international and cross-border estate plans for high-net-worth and ultra-high-net-worth individuals and families. Advise clients on estate, gift, and generation-skipping transfer tax matters, including planning involving U.S. and non-U.S. persons, assets, and beneficiaries. Draft and review wills, revocable and irrevocable trusts, and related estate planning documents tailored to domestic and international objectives. Counsel clients on the U.S. tax implications of foreign trusts, foreign assets, residency changes, and inbound or outbound wealth transfers. Manage trust administration and estate administration matters, coordinating with fiduciaries, beneficiaries, accountants, investment advisors, and foreign counsel. Oversee trust and estate tax compliance, including the preparation or review of applicable estate, gift, fiduciary income tax, and international information reporting filings. Evaluate tax planning strategies that support wealth preservation, succession planning, charitable giving, and efficient intergenerational transfers. Provide responsive private client services while maintaining discretion and building trusted relationships with clients and their advisors. Research complex legal and tax issues, monitor relevant developments, and translate technical conclusions into practical recommendations. Collaborate with colleagues across practice areas and support the development of junior attorneys and other team members. Qualifications Juris Doctor or equivalent qualifying law degree and active bar membership in good standing in an applicable jurisdiction. At least 5 years of relevant trusts and estates experience, with substantial exposure to international estate planning or cross-border estate planning. Demonstrated experience in trust administration, estate administration, estate and gift tax, and tax planning. Strong working knowledge of international tax issues affecting private clients, including U.S. and non-U.S. individuals, trusts, and beneficiaries. Experience delivering private client services and high-net-worth client services with professionalism, discretion, and attention to detail. Proficiency in trust and estate tax compliance, including relevant tax returns and international reporting requirements. Excellent legal drafting, research, analytical, and communication skills, with the ability to explain sophisticated concepts clearly. Ability to manage complex matters independently, coordinate multidisciplinary advisors, and meet competing deadlines. Strong relationship-building skills and a commitment to exceptional client service. * An LL.M. in Taxation or comparable advanced tax training is a plus. Equivalent experience demonstrating the required technical skills will also be considered. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. 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Trust & Estates Associate needed for well known firm with over 100 years in business! This Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are currently seeking a dynamic, detail-oriented, and dedicated Trust & Estates Associate to join our client's robust legal team. The ideal candidate will be a seasoned professional with a strong background in Trusts and Estates Law, with exceptional analytical, drafting, and communication skills. Why join us? 401K Medical, Dental, Vision and Life Insurance Flexible Spending Account Employee Assistance Program Parental Leave Paid Time Off Eleven Holidays and 2 Floating Holidays Referral Bonus Program Job Details Responsibilities: 1. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives. 2. Provide comprehensive legal counsel on matters related to trust administration, probate, estate tax, and other related issues. 3. Collaborate with clients to develop strategies that will effectively meet their estate planning goals while minimizing potential legal risks. 4. Conduct thorough legal research and stay updated on the latest developments in trust and estate law. 5. Represent clients in probate court proceedings and handle trust and estate litigation matters. 6. Liaise with other attorneys, tax professionals, and financial advisors to ensure all aspects of the client's estate plan are well-coordinated. 7. Participate in business development activities to expand the firm's trusts and estates practice. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school. 2. Admitted to practice law in Connecticut and/or New York. 3. Minimum of 4 years of experience as a trust and estates associate attorney. 4. Exceptional interpersonal skills with the ability to develop strong client relationships. 5. Excellent written and verbal communication skills, with the ability to clearly explain complex legal concepts to clients. 6. Strong analytical and problem-solving skills, with a keen attention to detail. 7. Ability to work independently and manage multiple cases with varying degrees of complexity. 8. Demonstrated commitment to ethical standards and high level of integrity. This is a fantastic opportunity to join a dynamic and supportive team, where you will have the chance to make a significant impact while advancing your career in the legal industry. If you are passionate about trusts and estates law and are looking for a challenging role, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Wealth Planner \n $2B+ Independent Wealth Management Firm \n Stamford, CT \n \n A well-established, highly successful $2B+ independent wealth management firm is seeking a Wealth Planner to join its Stamford team. \n \n The firm provides comprehensive wealth management and financial advisory services to high net worth and ultra high net worth families, with meaningful planning depth around estate, tax, investment, and multigenerational wealth needs. \n \n What You’ll Do \n\n • Work closely with lead advisors to support HNW/UHNW client relationships\n, • Assist with estate planning, tax modeling, client meeting preparation, planning analysis, and follow-up items\n, • Coordinate with accountants, estate attorneys, and other outside advisors\n\n \n What’s Offered \n\n • $120,000–$150,000 base + up to 20% discretionary bonus\n, • Strong benefits and growth opportunity\n, • In office 4 days/week\n\n \n What You Bring \n\n • Bachelor's Degree\n, • 2+ years in RIA, planning, private client, trust/estate, or tax-oriented wealth management\n, • CFP or CFP-track preferred\n, • Strong attention to detail, follow-through, and polished communication\n

Company Overview \n Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations, sophisticated wealth management, and family governance. Our firm stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team. \n At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek motivated, analytical, and collaborative professionals with a passion for financial management, operational efficiency, and client service. If this sounds like you, explore the Financial Operations Manager role below! \n \n Job Description \n As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership. \n \n Key Responsibilities \n Client Financial Management \n\n • Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.\n, • Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.\n, • Implement financial controls and risk management protocols to safeguard client assets.\n, • Collaborate with external tax advisors to support tax planning and compliance efforts.\n, • Ensure adherence to regulatory requirements, including trust and estate planning considerations.\n, • Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks.\n\n Operational Excellence & Technology \n\n • Drive process improvements to enhance financial reporting accuracy, automation, and efficiency.\n, • Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity.\n, • Identify opportunities for process automation and scalability while maintaining strong financial controls.\n\n Team Leadership & Development \n\n • Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning.\n, • Oversee workload distribution, ensuring timely execution of deliverables within budget.\n, • Establish high-performance standards and ensure compliance with best practices.\n, • Promote a culture of innovation, accountability, and service excellence.\n\n \n Qualifications, Skills & Experience \n\n • Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation preferred.\n, • 6+ years of experience in financial operations, accounting, or wealth management.\n, • Strong experience in investment reporting, financial controls, and regulatory compliance.\n, • Proven ability to enhance financial processes and operational efficiency.\n, • Excellent communication and problem-solving skills, with the ability to manage client relationships effectively.\n, • Experience with financial systems such as Sage Intacct, NetSuite, or Addepar.\n\n \n Compensation & Benefits \n Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. \n \n Equal Opportunity Employer \n Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity. \n

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. No chasing prospects. No outdated sales scripts. No endless networking breakfasts. We deliver qualified inbound clients. You do what actually matters—help people build wealth. What You’ll Actually Do Become the trusted strategist families rely on—not another commission-driven salesperson. Guide clients through: • Building long-term wealth, • Designing investment strategies, • Retirement freedom, • Tax-efficient planning, • Estate and legacy planning, • Protecting what they’ve built You’ll spend your time giving advice instead of hunting for business. Why Advisors Join Us • We generate the leads., • We schedule the meetings., • We handle the technology., • Automated portfolio management and rebalancing., • Digital onboarding from start to finish., • No existing book required., • Training included., • Remote from anywhere. Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. How You’re Paid • No arbitrary caps., • Earn 50% of profits with unlimited upside., • Already have a client book? Bring it with you and earn 65% profit sharing., • Your success isn’t limited by corporate pay bands. Who This Isn’t For This isn’t for advisors looking to hide behind a desk. This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. If you’re tired of the old Wall Street model, you’ll fit right in.

Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Stamford, CT. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service, • Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis, • Contact clients periodically to determine if there have been changes in their financial status., • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. What it takes • A four-year college degree, • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus), • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships, • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation • Compensation you control and a comprehensive benefits package for eligible individuals, • Opportunity to work jointly with senior joint-work partners and to be coached by top performers, • Personalized and comprehensive training and support in all areas important to building your business, • A work-life balance and access to a full suite of remote-work technology solutions, • Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7283422.1 (11/24) (Exp.11/26)

Tax Manager | Single Family Office | Up to $200K Base Salary & $250K Total Comp A highly sophisticated, multi-billion-dollar family office in Stamford, CT is looking to add a Tax Manager. This is a newly created leadership role that sits at the intersection of tax, estate planning, trusts, and family office operations, offering far more strategic ownership than a traditional tax compliance position. Rather than preparing tax returns, you'll oversee the entire tax compliance program across a complex network of entities, trusts, and individual returns, partnering with top-tier external CPA firms while serving as the internal expert on the family's structures. You'll also lead high-impact projects involving estate planning, trust administration, investment structuring, family relocations, insurance, and other complex matters that require strong judgment, coordination, and project leadership. Highlights include: • Newly created, highly visible role reporting directly to the CFO of the Family Office, • Joining a family office team of ~15 (half front office, half back office), • Multi-billion-dollar family office serving multiple generations, • Significant ownership of tax compliance oversight and strategic family initiatives, • Opportunity to improve processes and leverage technology across the organization, • Stamford, CT office with a hybrid schedule (3–4 days per week), • Compensation Range: $200K - $250K (Base + Bonus) Requirements: 5+ Years of HNW Individual Tax Experience Experience with Trusts, Estates, Gift Tax, etc... Required CPA or Parts Passed Preferred, Not Required

Company Description: The Law Offices of Peter V. Lathouris, LLC is a boutique law firm serving business and real estate clients throughout Fairfield County. The firm focuses on providing tailored legal representation and strategic counsel in business law, transactions, contracts, foreclosure, and real estate matters. Clients include a diverse range of commercial entities and property owners seeking practical, results-oriented solutions. Our firm’s small size allows us to meet you where you are. We provide close collaboration, mentorship, and hands-on experience for emerging attorneys, or a high level of independence for those with more experience. Team members work directly with clients and senior counsel to support high-quality, detail-driven legal services. Role Description: Based in Stamford, CT, this full-time, on-site Associate Attorney role offers practical experience in a boutique firm. The associate will assist with civil litigation, including motion practice and hearing attendance, and draft and review commercial contracts and real estate documents. Duties include conducting legal research, preparing memoranda, organizing case files, and supporting due diligence for business and real estate matters. The associate will also assist with client communications, negotiation preparation, external-party coordination, deadline tracking, documentation accuracy, and strategic case planning. Qualifications • Strong foundation in Law, with a focus on business and real estate matters, and the ability to apply legal principles to practical client issues., • Ability to provide clear, well-reasoned Legal Advice, including drafting client communications and internal recommendations., • Proficient Research skills, including use of legal databases, statute and case law analysis., • Juris Doctor (JD) from an accredited law school; admission to or eligibility for admission to the Connecticut bar preferred or required within a defined timeframe., • Excellent written and verbal communication skills, strong attention to detail, and ability to manage multiple matters simultaneously., • Professional demeanor, commitment to ethics, willingness to learn, and readiness to work collaboratively in an on-site boutique firm environment. Compensation & Benefits • Salary Range: $85,000 – $120,000 per year commensurate with experience., • Health & Wellness: Medical insurance coverage., • Time Off: Generous paid time off (PTO).

Job Description ACX is a vertically integrated private real estate investment firm with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 25 MSAs across the United States. ACX’s growing nationwide portfolio includes 26 properties totaling approximately 4 million square feet, approaching $1 billion in assets under management. The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors. Position Overview ACX is seeking a full-time Portfolio Management Associate to help strengthen the firm's investor reporting, portfolio management and capital-markets capabilities. The Portfolio Management Associate will play a central role in ensuring that investors and leadership receive accurate, timely and decision-useful information about portfolio performance. This role will report to the Head of Investor Relations and manage recurring reporting processes, monitor debt and portfolio performance, coordinate information across operating teams, and provide forward-looking analysis to support investment and capital decisions. This is a high-ownership role for someone who combines strong financial and analytical skills with the ability to drive work across multiple teams and consistently deliver against deadlines. What You Will Obsess Over • Serve Investors with Accuracy & Responsiveness Deliver high-quality reporting and respond reliably to investor, lender and diligence needs. • Maintain Portfolio & Debt Intelligence Understand portfolio performance, capital structures and upcoming obligations well enough to surface risks and opportunities early. • Drive Reporting & Planning Execution Coordinate people, information and deadlines so recurring reporting, budgeting and planning processes happen accurately and on time. What Success Looks Like A successful Portfolio Management Associate: • Delivers investor and lender reporting accurately and on schedule., • Produces work that is thoroughly reconciled and rarely requires correction or clarification., • Keeps debt obligations, covenants, maturities and extension options visible well in advance., • Understands material portfolio variances and can clearly explain what is changing and why., • Drives internal reporting deadlines without requiring senior leadership to chase inputs., • Anticipates upcoming portfolio and capital decisions and provides useful analysis before decisions become urgent., • Progressively takes full ownership of recurring workstreams and reduces the amount of day-to-day oversight required from senior leadership. Core Responsibilities • Manage the firm's portfolio and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams., • Prepare quarterly investor reports, capital account statements, portfolio dashboards and annual meeting materials., • Respond to investor requests, due diligence questionnaires and consultant submissions and maintain diligence materials and the investor data room., • Support fundraising activities through portfolio analytics, track-record information, investor materials and diligence responses., • Monitor loan covenants, compliance requirements and lender reporting., • Track debt maturities, extension options and interest-rate exposure and support refinancing and financing activity., • Coordinate with lenders, servicers, counsel and internal teams on financing documentation and lender requests., • Analyze asset- and portfolio-level performance against underwriting, business plans and budgets and explain material variances., • Build and maintain models supporting valuations, hold/sell analyses, refinancing scenarios and capital planning., • Support annual budgeting, reforecasting, business-plan updates and Board/Investment Committee materials., • Produce forward-looking analysis that helps leadership identify capital needs, portfolio risks and value-creation opportunities. Requirements • 4+ years of relevant experience in real estate private equity, real estate investment banking, commercial real estate lending, portfolio management or institutional investor relations., • Strong Excel and financial-modeling skills; Argus experience is a plus., • Strong understanding of commercial real estate economics, including NOI, leases, valuations and capital structures., • Strong written communication skills and experience preparing institutional-quality materials., • Demonstrated ability to manage detailed recurring processes and deliverables with a high degree of accuracy., • Ability to coordinate and influence colleagues across functions without relying on direct reporting authority., • Strong judgment, curiosity and attention to detail., • Ability to move between immediate execution needs and longer-term portfolio considerations., • Bachelor's degree in finance, economics, real estate or a related field., • Retail real estate experience preferred. Compensation and Benefits • Base salary range: $115,000 - $125,000, commensurate with experience Annual performance bonus • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program How to Apply Please submit your resume along with “10 Things We Should Know About You.” Any format is fine.

Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement: Hybrid – approximately 3 days per week in office Experience: 5+ Years CPA or EA Required A leading national CPA and advisory firm is looking for an experienced Tax Manager to join its growing Private Client Services practice in New York. The position is focused on advising high-net-worth individuals, families, entrepreneurs and closely held businesses whose tax requirements often span multiple entities and generations. You'll manage complex tax engagements, work directly with clients on year-round planning and lead teams of Seniors and Associates. The role provides considerably more exposure than simply reviewing compliance work, with the opportunity to become a trusted advisor to clients across both their personal and business interests. The Client Base You'll work with successful individuals and families whose financial affairs can include: • Closely held and family-owned businesses., • Partnerships and other pass-through entities., • Corporations and S Corporations., • Trusts and estates., • Fiduciary structures., • Foundations., • Personal investments and other HNW interests. The team takes an integrated approach, looking at the relationship between a client's businesses, personal wealth and family circumstances when developing tax strategies. What You'll Be Doing As Tax Manager, you'll take ownership of multiple client engagements throughout the year. Responsibilities will include: • Manage Private Client tax engagements from planning through final delivery., • Review complex federal and state income tax returns., • Oversee compliance involving individuals, partnerships, corporations, trusts, estates and fiduciary entities., • Develop year-round tax planning strategies for HNW individuals and business owners., • Prepare and review interim tax projections and year-end planning., • Identify opportunities to improve clients' tax positions., • Research complex federal and state tax issues., • Interpret new tax legislation and determine how changes could affect clients., • Advise clients on the tax implications of business transactions., • Assist with IRS and state tax matters, correspondence and audits., • Manage engagement budgets, billing and collections., • Ensure engagements are appropriately staffed and delivered within agreed deadlines. Client Relationships You'll have direct ownership of client relationships rather than operating solely behind the scenes. You'll work closely with business owners, individuals and families to understand what's happening across both their business and personal financial affairs. As those circumstances change, you'll be expected to recognise potential tax implications and bring planning ideas to the table. The aim is to become someone clients contact before making a significant decision, rather than simply someone they speak to when a return needs filing. Lead & Develop the Team You'll supervise Seniors, Associates and other members of the Private Client team across your engagements. This will include: • Delegating work and managing engagement workflow., • Reviewing tax returns and supporting workpapers., • Providing technical guidance., • Training junior professionals., • Coaching Seniors as they take on greater client responsibility., • Providing regular feedback and supporting individual career development., • Maintaining high standards of client service and technical quality. You'll also have opportunities to contribute to internal training, client presentations, webinars and wider thought leadership. What We're Looking For • 5+ years of public accounting tax experience., • Previous Private Client Services experience required., • Bachelor's degree in Accounting or a related discipline., • CPA or Enrolled Agent licence required., • Strong experience advising HNW individuals and/or closely held businesses., • Knowledge of individual and pass-through taxation., • Experience with partnerships, corporations, trusts, estates and fiduciary returns., • Strong federal and state tax research capabilities., • Experience managing multiple client engagements., • Previous supervision and development of tax professionals., • Excellent client-facing and communication skills., • Strong organisational and project management abilities., • Ability to manage multiple deadlines during demanding periods. Experience with CCH Axcess or comparable professional tax software would be beneficial. Why Consider It? This position provides the opportunity to develop beyond compliance and build a career advising individuals and families across the full range of their tax affairs. You'll have: • A dedicated Private Client Services platform., • Exposure to HNW individuals, families and business owners., • A varied mix of individual, partnership, corporate, trust and estate taxation., • Significant year-round tax planning work., • Direct ownership of client relationships., • Access to experienced Private Client Partners and senior leadership., • Responsibility for developing Seniors and Associates., • Hybrid working flexibility., • Comprehensive benefits and generous PTO., • Continued technical and leadership development., • Clear progression toward Senior Manager, Director and ultimately Partner-level opportunities. For a Tax Manager who enjoys working with people as much as tax, and wants to become a long-term advisor to successful families and business owners, this offers an excellent next step.

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. Within Investment Solutions, the Traditional Investment Products team supports a broad suite of products and platforms. This role is dedicated primarily to 529 Plans and combines field coverage, client experience, product expertise, business management, plan and asset manager engagement, strategic projects, platform support, and risk and control responsibilities. Key Responsibilities • Support and help manage continued growth of a platform of 27 529 Plans with $20B in AUM., • Develop and deliver scalable training and communications for field audiences on Morgan Stanley 529 Plans, systems, available tools, and end-to-end 529 processing., • Coordinate across Legal, Risk, Compliance, Operations, Technology, Platform, and other internal control functions to identify and mitigate business, operational, regulatory, product, and client risks., • Engage Plan/Asset Managers, Transfer Agents (Recordkeepers), and other external parties to resolve inquiries, improve the client and field experiences, implement system enhancements, and maintain platform quality., • Support contract amendments and implementation activities associated with plan/asset manager conversions and plan changes, ensuring timely execution and minimizing client disruption., • Provide timely, high-quality service on specialized product, account, transfer, operational, and platform matters that require direct human engagement and informed judgment., • Maintain and enhance the 529 Plan control environment, policies, procedures, governance documentation, and escalation protocols., • Ensure plan conversions, fee changes, product changes, and related client and field communications are governed and implemented in accordance with Firm policies, approvals, and control standards., • Ability to provide consistent client guidance and manage critical matters, field inquiries, and product support. Experience and Qualifications • Bachelor’s degree required; relevant professional credential is a plus., • 3-5 or more years of relevant experience in Wealth Management, Investment Management, product development, product management, project management, operations, consulting, or a related field., • Series 7 & 63 (or willingness to obtain within 180 days), • Working knowledge of 529 Plans and ability to develop deep expertise in product structures, state tax considerations, legislative developments, estate planning applications, plan administration, transfers, processing, and regulatory requirements., • Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, and Teams., • Comfort using artificial intelligence and automation to improve efficiency while recognizing when human judgment, relationship management, and live interaction are essential., • Strong client service and field support orientation, with the confidence to interact directly with Financial Advisors, Support Professionals, field management, plan/asset managers, transfer agents, vendors, and control partners., • Highly organized and detail oriented, with ability to manage concurrent obligations and multiple strategic initiatives while meeting deadlines in a complex, highly regulated environment., • Excellent verbal, written, interpersonal, presentation, facilitation, and training skills., • Ability to think creatively and strategically with strong analytical, problem solving, project management, and execution capabilities., • Sound reasoning and the ability to resolve complex, specialized questions, identify risks, and escalate matters appropriately.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website www.allianceg.com As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and, • Proven ability to identify and close new business development opportunities. Positions are limited. We are looking for hardworking individuals to join our thriving company. Website www.allianceg.com If interested you can contact us \nCompany Description A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests. A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Private Banker in the U.S. Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Seven plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Proactive, takes initiative, and uses critical thinking to solve problems MBA, JD, CFA, or CFP preferred Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. \n \n We don’t. \n \n At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. \n \n No chasing prospects. \n No outdated sales scripts. \n No endless networking breakfasts. \n \n We deliver qualified inbound clients. You do what actually matters—help people build wealth. \n \n What You’ll Actually Do \n \n Become the trusted strategist families rely on—not another commission-driven salesperson. \n \n Guide clients through: \n\n • Building long-term wealth\n, • Designing investment strategies\n, • Retirement freedom\n, • Tax-efficient planning\n, • Estate and legacy planning\n, • Protecting what they’ve built\n\n \n You’ll spend your time giving advice instead of hunting for business. \n \n Why Advisors Join Us \n\n • We generate the leads.\n, • We schedule the meetings.\n, • We handle the technology.\n, • Automated portfolio management and rebalancing.\n, • Digital onboarding from start to finish.\n, • No existing book required.\n, • Training included.\n, • Remote from anywhere.\n\n \n Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. \n \n How You’re Paid \n\n • No arbitrary caps.\n, • Earn 50% of profits with unlimited upside.\n, • Already have a client book? Bring it with you and earn 65% profit sharing.\n, • Your success isn’t limited by corporate pay bands.\n\n \n Who This Isn’t For \n \n This isn’t for advisors looking to hide behind a desk. \n \n This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. \n \n If you’re tired of the old Wall Street model, you’ll fit right in.

Job Description WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives. In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency. You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn. Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures. Requirements Requirements • Active Life & Health license in New York, in good standing. Additional state licenses are a plus., • 2+ years of experience selling life insurance, with a proven production track record., • Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL)., • Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning., • An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting., • Excellent communication and relationship-building skills, with a record of client retention and repeat business., • Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations., • Comfort with technology, including illustration software, CRM systems, and digital client engagement tools. Preferred Qualifications • Bachelor’s degree in finance, economics, business, or a related field, • Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning, • Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American, • Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66), • Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one, • Interest in building and leading a team Benefits • What Sets Us Apart, • You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases., • Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients., • Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build., • We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance., • Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact., • Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term., • Benefits That Take Care of You, • Top-tier health coverage with medical, dental, and vision plans for you and your dependents, • 401(k) with company match to help you build long-term financial security, • Life and disability insurance for added peace of mind, • Wellness programs and mental health resources to support you inside and outside the office

Job Description WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives. In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency. You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn. Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures. Requirements Requirements • Active Life & Health license in New York, in good standing. Additional state licenses are a plus., • 2+ years of experience selling life insurance, with a proven production track record., • Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL)., • Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning., • An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting., • Excellent communication and relationship-building skills, with a record of client retention and repeat business., • Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations., • Comfort with technology, including illustration software, CRM systems, and digital client engagement tools. Preferred Qualifications • Bachelor’s degree in finance, economics, business, or a related field, • Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning, • Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American, • Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66), • Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one, • Interest in building and leading a team Benefits • What Sets Us Apart, • You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases., • Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients., • Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build., • We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance., • Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact., • Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term., • Benefits That Take Care of You, • Top-tier health coverage with medical, dental, and vision plans for you and your dependents, • 401(k) with company match to help you build long-term financial security, • Life and disability insurance for added peace of mind, • Wellness programs and mental health resources to support you inside and outside the office

Job Description Join our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning. We are dedicated to your success. At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company. What makes a good fit? We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us. Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners and for future generations. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity. SMRU 1827566 7/1/2020

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description Project Coordinator White Plains, NY - hybrid Duration of Assignment 12 month(s) Experience Level 1 (1-5 years) Anticipated Start Date Immediate Project/Assignment Staff Augmentation Project Overview This is a supporting role to the Director of Corporate Real Estate and provides ongoing staff support for major corporate initiatives and projects. Responsibilities will include reporting and providing information for effective management decision-making. Responsibilities • Assist with property relationships in assigned region, • Ability to coordinate multiple projects and lead small projects as assigned., • Act as the bridge between the business and Director in support of the PM., • Support workstream and documents of projects processes, procedures, and tools for assigned projects., • Monitor the project schedule and deliverables., • Track progress and report updates to the project/program manager., • Recognize problems or situations that will or may impact the project delivery., • Assist permitting processes associated with the business fee and easement areas in assigned region, • Support Director developing project initiatives in assigned region with real property information, • Serve as Real Estate liaison and administrator to internal stakeholders, external stakeholders, including utility companies, municipal zoning and planning departments, • Relay third party enquiries to internal the business stakeholders Skills • Ability to work independently with good judgement and detail orientation, • Experience maintaining trackers, databases, or project management tools, • Strong written and verbal communication skills with the ability to communicate clearly and courteously when interacting with supervisors or stakeholders, • Experience in real estate, land acquisition, utilities, or related fields preferred, • Experience reading/reviewing title and appraisal documents, maps, and real estate agreements such as easements, leases, and deeds preferred, • Strong research skills with experience using county records and property databases preferred, • Excellent organizational abilities with a focus on accuracy, documentation, and version control, • Ability to manage multiple deadlines, track tasks, and communicate proactively, • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and SharePoint or similar document management platforms, • Ability to work collaboratively with internal teams, consultants, third parties, and external agencies Education & Certifications • 4-year degree, • Experience in real estate and/or the utility industry is desirable. Work Schedule Monday through Friday. 7.5-hour workday with .5-hour unpaid lunch. Paid for actual time worked; there are no paid vacation or sick days. During our company and Canals holidays, the business is closed, and no work is permitted. We require a hybrid schedule of a minimum of 3 days on-site, up to including fully on-site depending on department requirements.

Job Description § Title: Junior Partner | Land Use, Zoning & Real Estate Development ????️ Practice Area: Municipal Entitlements / Environmental Compliance / Real Estate Development § Location: Greenwich, CT / New Canaan, CT (Flexible Hybrid Arrangements) § Salary: $235,000 to $360,000 Base Salary (Plus competitive origination incentives, milestone bonuses, and comprehensive firm-wide benefits) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a preeminent legal institution with seven offices across the United States, including a robust footprint in the Northeast. They are currently ranked as a Tier 1 firm in multiple regional categories and have been a mainstay in the legal community since the 1930s. The firm is widely known for its proactive, "row-in-unison" culture, which allows partners to provide seamless service across 30 distinct practice areas. Recognized as a "Finalist for Firm of the Year" by prestigious legal journals, they offer the institutional support of a large firm with the agility of a boutique. This is an ideal destination for a Land Use specialist looking to integrate their practice into a Top-Tier Real Estate and Construction group. § Duties: The Junior Partner will navigate the complex intersection of public policy and private development, representing developers and property owners in transformative regional projects. ⨖ Directing the entitlement process for residential, commercial, and industrial developments, including securing variances, special permits, and site plan approvals. ⨖ Appearing before municipal boards, planning and zoning commissions, and inland wetlands agencies as lead counsel. ⨖ Navigating complex environmental regulations and state-level compliance requirements (DEEP) for large-scale construction projects. ⨖ Drafting and negotiating development agreements, easements, and restrictive covenants essential to project feasibility. ⨖ Leveraging an existing $500k+ portfolio to contribute to the firm’s overarching growth in the Connecticut real estate sector. § Qualifications ⨖ Juris Doctor from an ABA-accredited Law School. ⨖ Active Bar License in the state of Connecticut. ⨖ Minimum of 8 years of substantive experience in land use, zoning, and administrative law. ⨖ A portable book of business totaling at least $500,000 in annual originations. ⨖ Proven track record of navigating the Connecticut municipal landscape and securing project approvals. § Skills: ⨖ Deep familiarity with the Connecticut General Statutes regarding planning and zoning. ⨖ Established relationships with local municipal counsel and regulatory stakeholders. ⨖ Expertise in litigating administrative appeals and land use disputes in Superior Court. ⨖ Strong entrepreneurial drive with an interest in cross-selling to the firm's Construction and Corporate departments. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description Pay: $225,000.00 - $300,000.00 per year Why This Is a Great Opportunity • Step into a Partner-level opportunity with the platform, resources, and collaborative environment to grow a significant Connecticut land use and zoning practice., • Leverage your existing client relationships and $500K+ portable book of business while expanding your market presence., • Handle sophisticated matters for developers, property owners, and institutional clients across Connecticut., • Work alongside experienced Real Estate, Environmental, Litigation, and Corporate attorneys to deliver comprehensive client solutions., • Take on meaningful leadership, mentoring, and business development opportunities with performance-driven earning potential. Location: Greenwich, CT with a flexible hybrid work arrangement that balances in-office collaboration with the autonomy and flexibility experienced attorneys value. Note: Must have an active Connecticut Bar license in good standing, 5+ years of directly relevant land use and zoning experience, and a $500K+ portable book of business. Candidates should have strong Connecticut municipal land use experience and established relationships within the development and real estate community. About Us We are a sophisticated, full-service law firm built on long-standing client relationships, collaborative legal service, and practical, high-quality counsel. Our multidisciplinary team gives attorneys the opportunity to work across practice areas while building and growing their own practices. Confidential Employer. Job Description • Represent developers, property owners, and institutional clients in sophisticated land use, zoning, and permitting matters., • Lead clients through appearances before Connecticut zoning, planning, inland wetlands, and other municipal boards and commissions., • Advise clients on variances, special permits, site plan approvals, entitlements, and development strategies., • Build and strengthen client relationships while maintaining and expanding a substantial portable book of business., • Develop new business and referral relationships within the Connecticut real estate, development, municipal, and land use communities., • Collaborate with Real Estate, Environmental, Litigation, Corporate, and other practice groups to provide seamless client service., • Contribute to practice growth, firm initiatives, business development, and leadership activities., • Mentor junior attorneys and serve as a resource for developing land use and zoning talent. Qualifications • Juris Doctor from an accredited law school., • Active Connecticut Bar license in good standing., • 5+ years of concentrated land use and zoning law experience., • $500K+ portable book of business with demonstrated client origination and business development success., • Significant experience appearing before Connecticut municipal land use boards and commissions., • Strong professional reputation within the Connecticut land use, zoning, real estate, and development community., • Excellent advocacy, drafting, negotiation, and client-management skills., • New York Bar admission is a plus. Why You Will Love Working Here You will have the opportunity to grow an established practice while benefiting from a broad legal platform and deep collaboration across complementary practice areas. We value attorneys who take ownership of client relationships, think strategically about business development, and want a meaningful voice in the growth of their practice. Your contributions can directly influence your earning potential, leadership opportunities, and long-term impact. JPC-1717 Benefits: • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description At Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products and services in both medical and adult-use markets. Join us at Curaleaf to be part of a high-growth, purpose-driven company that champions corporate social responsibility through our Rooted in Good initiative, supporting community outreach and positive change. Here, you'll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Director of Retail Finance Location: Stamford, CT Job Type: Full Time | Exempt Who You Are: You're a strategic finance leader with a strong background in retail or consumer packaged goods (CPG), advanced financial modeling expertise, and a deep understanding of what drives profitability across a portfolio of stores. You're equally comfortable building complex financial models, forecasting business performance, and partnering with executive leadership to guide strategic decisions. You bring a hands-on approach to financial planning and analysis, with experience evaluating investments, improving profitability, and developing high-performing finance teams. You're analytical, collaborative, and confident navigating ambiguity while translating complex financial data into actionable business recommendations. What You'll Do: As the Director of Retail Finance at Curaleaf, you'll lead financial planning, forecasting, and performance analysis across our national retail portfolio. Reporting to the Senior Director of Commercial Finance, you'll partner with executive leadership to drive profitable growth, improve store performance, and guide strategic investments. You'll directly oversee finance for the East region while leading two regional finance leaders supporting the West and Southeast, ensuring consistent financial models, reporting, and planning processes nationwide. You will: • Lead annual budgeting, rolling forecasts, and long-range financial planning across Curaleaf's multi-state retail portfolio., • Build and maintain sophisticated financial models to forecast store-level, regional, and national performance, including revenue, margins, labor, and operating expenses., • Own store-level and regional P&L analysis, identifying trends, performance gaps, and opportunities to improve profitability., • Develop scenario and sensitivity models to evaluate business strategies, assess financial risks, and support executive decision-making., • Partner with Retail Operations, Merchandising, Marketing, and Commercial leadership to evaluate pricing, promotions, inventory productivity, and margin improvement opportunities., • Analyze comparable-store sales, labor productivity, operating costs, and key retail KPIs to identify opportunities for operational and financial improvement., • Lead financial modeling and investment analysis for new store openings, acquisitions, remodels, relocations, and portfolio optimization., • Partner with Real Estate and executive leadership to evaluate market expansion, capital allocation, and strategic growth opportunities., • Deliver financial performance reviews, forecasts, and strategic recommendations to senior executives and Board-level stakeholders., • Lead and develop two regional finance leaders while directly overseeing financial planning and performance management for the East region., • Establish standardized financial models, KPIs, forecasting methodologies, and reporting processes across all retail regions., • Drive improvements in financial systems, reporting automation, and analytical tools to strengthen efficiency and data-driven decision-making.What You'll Bring:, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 10+ years of progressive finance experience, including at least 5 years in retail finance, consumer packaged goods (CPG) finance, or multi-unit retail operations finance., • 5+ years of experience leading and developing finance teams., • Demonstrated experience managing financial planning, forecasting, and performance analysis across a portfolio of retail stores, business units, or multiple operating locations., • Advanced financial modeling and Excel expertise, with the ability to independently build complex forecasting, profitability, scenario analysis, and investment models., • Strong understanding of retail financial drivers, including store-level P&Ls, comparable-store sales, gross margins, labor productivity, and operating expenses., • Extensive experience leading budgeting, rolling forecasts, long-range planning, and financial performance reviews., • Experience evaluating capital investments, business expansion opportunities, and strategic financial initiatives., • Proficiency with ERP systems, financial planning platforms, and business intelligence tools., • Proven ability to influence executive leadership, translate complex financial analysis into actionable recommendations, and drive cross-functional business decisions., • Strong leadership, analytical, and communication skills, with the ability to navigate ambiguity and manage competing priorities.Even Better If:, • You have an MBA, CPA, or CFA designation., • You've supported financial planning for a large, multi-state retail organization with 100+ locations., • You have experience in cannabis retail or another highly regulated industry., • You're familiar with financial planning and reporting tools such as Vena, Omni, SAP, Oracle, Power BI, or Tableau., • You have experience supporting retail expansion, real estate investments, acquisitions, or financial systems implementations. Curaleaf Pay Transparency $180,000—$200,000 USD What We Offer: • Career Growth Opportunities, • Competitive Pay and Benefits, • Generous PTO and Parental Leave, • 401(K) Retirement Plan, • Life/ Disability Insurance, • Community Involvement, • Referral Bonuses and Product Discounts Benefits vary by state, role type, and eligibility. Follow us on Social Media: Instagram: @curaleaf.usa Twitter: @Curaleaf_Inc LinkedIn: Curaleaf LinkedIn Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Home | Curaleaf | Cannabis with Confidence Our Vision: To be the world's leading cannabis company by consistently delivering superior products and services and driving the global acceptance of cannabis. Our Values: • Lead and Inspire., • Commit to Win., • ONE Curaleaf., • Driven to Deliver Excellence. Curaleaf is an equal opportunity employer. Curaleaf recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status, and other protected status as required by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Individuals adversely impacted by the war on drugs are encouraged to apply. Current Curaleaf employees should apply for open positions through our Internal Job Board, which can be accessed via the link on The Leaf. ***Please note that U.S. immigration rules and regulations are governed by federal law; not state law. Although Curaleaf operates in states that have legalized and decriminalized marijuana, it is still considered a controlled substance under federal regulations and thus illegal under federal law. For this reason, unless and until federal law changes, Curaleaf is prohibited from offering sponsorship for any non-immigrant or immigrant visas. ***Please also note that while candidates who are Lawful Permanent Residents (such as those with Green Cards) are eligible for employment with, and are hired by Curaleaf, working for a company engaged in a business that grows and sells a product that is illegal under federal law might compromise the candidate's immigration status. Before a Lawful Permanent Resident accepts an offer of employment, Curaleaf recommends that the candidate seek the advice of an immigration lawyer.

Job Description Small , prestigious and dynamic White Plains litigation firm is looking for an Associate to handle all aspects of litigation from inception up to (but not necessarily including) trial. The associate will be exposed to a wide array of litigation including commercial and real estate litigation, family law, criminal defense, Surrogate's Court litigation and landlord-tenant. The ideal candidate must have excellent interpersonal and written communication skills, be organized and able to work independently, have litigation experience in at least one of the areas of practice and be motivated to work in a fast-paced environment. Estate Planning, Wills, Trusts and Estates experience a plus. NY Bar admission is required as well as a reliable car because Court appearances can be geographically dispersed. This is an entry level position, but some litigation experience is helpful. Full Time Salary and Excellent Benefits package which includes Medical, Dental and Vision Benefits and 401K with matching are available. \nCompany Description Tilem & Associates is a small Westchester County based law firm which represents clients throughout New York State in a wide variety of litigation. Tilem & Associates is a small Westchester County based law firm which represents clients throughout New York State in a wide variety of litigation.

Job Description Contingent Worker Information Position Title Project Coordinator NYPA Business Unit Legal Affairs Experience Level 1 (1-5 years) Work Location White Plains Office Anticipated Start Date Immediate Duration of Assignment 12 month(s) Project/Assignment Staff Augmentation CWP Manager Christine.Prendergast@nypa.gov Date of Posting 08/26/2026 Due Date 09/10/2026 Work Schedule Monday through Friday. 7.5-hour workday with .5-hour unpaid lunch. Paid for actual time worked; there are no paid vacation or sick days. During NYPA and Canals holidays, the business is closed, and no work is permitted. NYPA requires a hybrid schedule of a minimum of 3 days on-site, up to including fully on-site depending on department requirements. CWPO Engagement Requirements Candidates are REQUIRED to be local to the Tri-State area and in W2 tax status as an hourly paid employee of Service Provider. Fully remote positions are prohibited. Hybrid schedules are permissible with a minimum of 3 days on-site depending on assignment and can be fully on-site depending on business needs. Remote work privileges can be revoked at any time. NYPA does not provide laptops. Instead, NYPA provides desktops and dedicated workstations which candidates will remote into from their personal equipment on virtual days. If candidate does not have proper equipment, internet connection, or he/she is deemed to not work effectively from home, the hybrid privilege will be revoked. Vendors must disclose foreign national status and all Visas at the time of candidate submission. Additionally, a Benefits Waiver and Ethics Disclosure will be required of the candidate during onboarding. Submission Instructions • The LEGAL name of candidate (no aliases, monikers, or nicknames), • Job Broadcast number in your email subject header, • Visa work authorization, if applicable, • For job broadcasts outside your contractual compensation schedules, use competitive rates based on local and state compensation., • NYPA CWP staff will contact you if your candidate is selected to be interviewed, which is usually via MS Teams., • Please inform your candidates that an interview does not indicate acceptance of the proposed labor rates., • For all questions or concerns, please contact Christine Prendergast at Christine.Prendergast@nypa.gov or Markus Caruso at Markus.Caruso@nypa.gov. Project Overview This is a supporting role to the Director of Corporate Real Estate and provides ongoing staff support for major corporate initiatives and projects. Responsibilities will include reporting and providing information for effective management decision-making. Job Functions & Responsibilities Responsibilities • Assist with property relationships in assigned region, • Ability to coordinate multiple projects and lead small projects as assigned., • Act as the bridge between the business and Director in support of the PM., • Support workstream and documents of projects processes, procedures, and tools for assigned projects., • Monitor the project schedule and deliverables. Track progress and report updates to the project/program manager., • Recognize problems or situations that will or may impact the project delivery., • Assist permitting processes associated with NYPA fee and easement areas in assigned region, • Support Director developing project initiatives in assigned region with real property information, • Serve as Real Estate liaison and administrator to internal stakeholders, external stakeholders, including utility companies, municipal zoning and planning departments, • Relay third party enquiries to internal NYPA stakeholders Skills • Ability to work independently with good judgement and detail orientation, • Experience maintaining trackers, databases, or project management tools, • Strong written and verbal communication skills with the ability to communicate clearly and courteously when interacting with supervisors or stakeholders, • Experience in real estate, land acquisition, utilities, or related fields preferred, • Experience reading/reviewing title and appraisal documents, maps, and real estate agreements such as easements, leases, and deeds preferred, • Strong research skills with experience using county records and property databases preferred, • Excellent organizational abilities with a focus on accuracy, documentation, and version control, • Ability to manage multiple deadlines, track tasks, and communicate proactively, • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and SharePoint or similar document management platforms, • Ability to work collaboratively with internal teams, consultants, third parties, and external agencies Education & Certifications • 4 year degree, • Experience in real estate and/or the utility industry is desirable.

Job Description § Practice Area: Advanced Wealth Transfer / Fiduciary Taxation / Asset Protection § Location: Tri-State Area (Flexibility to sit in Greenwich, CT, New York, NY, or Roseland, NJ) § Salary: $175,000 to $250,000 Base Salary (Plus discretionary year-end bonus, merit increases, and lucrative origination credit) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target. § The Firm: Our distinguished client is a nationally recognized, Chambers USA-ranked law firm with a formidable footprint across the Tri-State region. Widely celebrated for their philanthropic culture and commitment to diversity, this firm consistently earns top-tier accolades for its sophisticated practice groups, including its highly coveted private wealth and tax teams. They are renowned for providing integrated, white-glove legal counsel to an elite roster of high-net-worth individuals, closely held enterprises, and institutional fiduciaries. Cultivating an environment of premier collaboration, this firm empowers its practitioners with unmatched resources and a mandate to deliver bespoke wealth preservation strategies. This is an exceptional platform for a seasoned attorney seeking to elevate their practice without the traditional constraints of mega-firm bureaucracy, where your performance and client contributions directly impact your upward trajectory. § Duties: The incoming Senior Wealth Preservation Counsel will function as a pivotal advisor within the firm’s expanding private wealth group, ensuring optimal tax efficiency and legacy protection for high-value clients. This is a highly technical role demanding mastery of sophisticated estate architecture and administration. Core responsibilities include: ⨖ Architecting sophisticated estate and tax planning vehicles, including bespoke trusts, business succession frameworks, and asset protection structures for ultra-high-net-worth clientele. ⨖ Guiding fiduciaries, beneficiaries, and families through complex, multi-state trust and estate administration proceedings from inception to final distribution. ⨖ Counseling affluent individuals and closely held business owners on intricate federal and state tax liabilities, encompassing estate, gift, generation-skipping transfer, and fiduciary income tax. ⨖ Collaborating synergistically with interdisciplinary legal teams across the firm's robust corporate and litigation practices to ensure holistic, commercial-minded client representation. ⨖ Cultivating and expanding an elite client base while consistently delivering exceptional, bespoke advisory services that cement long-term relationships. ⨖ Serving as a dedicated mentor to junior associates, fostering the continued growth, intellectual rigor, and overall development of the private wealth practice group. § Qualifications: Candidates must possess an established track record and the profound technical expertise required to immediately navigate a highly sophisticated practice. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with an exemplary academic record. ⨖ Active Bar Membership in good standing in Connecticut, New York, or New Jersey, coupled with a willingness to promptly obtain admission in complementary jurisdictions as client matters dictate. ⨖ Ten (10) or more years of highly substantive, direct experience in tax, trusts, and estates law, with a heavy emphasis on complex wealth transfer mechanisms. ⨖ Comprehensive mastery of state and federal estate, gift, fiduciary, and income tax planning principles. ⨖ Demonstrated history of representing ultra-high-net-worth individuals, multi-generational families, fiduciaries, and closely held corporate entities. ⨖ Impeccable drafting, analytical, and interpersonal communication capabilities required to interface flawlessly with demanding clientele and senior partners. § Skills: The following qualifications are highly desirable and would significantly enhance an applicant's candidacy: ⨖ A Master of Laws (L.L.M.) in Taxation or Estate Planning from a highly regarded academic institution. ⨖ An established, portable book of business or a proven track record of significant client origination and relationship expansion. ⨖ Advanced expertise in complex multi-state jurisdictional planning and cross-border wealth management considerations. ⨖ Exceptional leadership acumen with a proven ability to independently drive complex matters while elevating the performance and morale of supporting legal staff. !Notice¡ This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description Pay: $160,000.00 - $200,000.00 per year WHY THIS IS A GREAT OPPORTUNITY • Join a well-established, full-service law firm with nearly a century of legal excellence and a robust commercial real estate practice serving sophisticated clients — investors, developers, sponsors, and franchise operators, • Handle complex, high-value transactions from start to finish — purchase and sale agreements, commercial leases, acquisitions, dispositions, and corporate finance — with real ownership over your matters, • Work directly with experienced partners on sophisticated deals while managing your own day-to-day responsibilities and client relationships, • Origination credit available — your business development efforts are recognized and rewarded, not just tracked, • Discretionary year-end bonus and merit-based increases on top of a highly competitive base salary, • Comprehensive benefits: medical, dental, vision, life and disability insurance, 401(k), paid time off, and access to additional voluntary programs, • Hybrid flexibility after 90 days — get established with the team and then enjoy a blended work arrangement, • A collaborative firm culture built on integrity, innovation, and genuine investment in its attorneys' growth and long-term success Location: Based in our Greenwich, CT office, this role starts on-site and transitions to a hybrid schedule after 90 days — giving you the runway to build strong relationships with the team before enjoying the flexibility of a blended work arrangement. Connecticut bar admission required; NY and/or NJ admission a strong plus. Note: This role requires 5+ years of experience in commercial real estate and corporate transactions, with hands-on experience handling deals from drafting through closing. Connecticut bar admission is required. Candidates without a commercial real estate transactional background will not be considered. ABOUT US We are a well-regarded, full-service law firm with a proud history dating back to 1930 and a practice spanning 30+ areas of law — from commercial real estate and corporate transactions to litigation, estate planning, healthcare, and beyond. Our attorneys represent business owners, investors, developers, and institutional clients across the country, handling sophisticated matters with a client-first approach. We've built a collaborative, forward-thinking culture where attorneys are empowered to grow their practices, deepen client relationships, and do their best work. Confidential Employer. JOB DESCRIPTION • Draft, review, and negotiate commercial real estate agreements including purchase and sale agreements, commercial leases, and related transaction documents, • Manage commercial real estate acquisitions and dispositions from initial structuring through closing — coordinating with clients, lenders, title companies, and opposing counsel throughout, • Assist in structuring and negotiating corporate finance transactions including loan documentation and related agreements, • Represent borrowers and lenders in financing transactions, including those involving franchise businesses, • Conduct thorough due diligence including title and survey review, and coordinate with all transaction parties to keep deals on track, • Provide strategic guidance to clients on transactional matters and business objectives, • Collaborate with partners and senior attorneys on complex matters while independently managing day-to-day responsibilities across your own docket QUALIFICATIONS • J.D. from an accredited law school with strong academic credentials, • Admission to practice in Connecticut required; NY and/or NJ admission a significant plus, • 5+ years of experience in commercial real estate and corporate transactions in a law firm setting, • Experience with commercial leasing, acquisitions and dispositions, and financing transactions required, • Familiarity with franchise-related transactions or franchise finance a plus, • Strong drafting, negotiation, and analytical skills, • Ability to manage multiple matters and meet deadlines in a fast-paced environment, • Excellent interpersonal and client communication skills, • Must be based in or willing to commute to the Greenwich, CT area WHY YOU WILL LOVE WORKING HERE This is a role for an attorney who wants to do serious commercial real estate work — not spend years waiting for responsibility. You'll be handling sophisticated transactions for high-caliber clients, collaborating with experienced partners, and building a practice with origination credit that actually means something to your compensation. The firm has nearly 100 years of history behind it and a culture that prioritizes collaboration, work-life balance, and professional development. Greenwich is one of the strongest commercial real estate markets in the Northeast, and this is your chance to be at the center of it — at a firm that will invest in your growth. JPC-1215 Benefits: • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description ABOUT VEG In 2014, VEG was born with a mission to help people and their pets when they need it most by challenging norms and fixing the ER experience. Since then, we've expanded rapidly, with hospitals nationwide open 24/7/365, and created an ER experience that focuses on what our pets and pet parents really need. We've done the same for our people (VEGgies), finding a way to say YES so they are empowered to achieve great things, grow in unexpected ways, and find a place where they truly belong. We're rethinking emergency care from every angle—from how we run our hospitals to how we support the people working inside them. That's where our headquarters team comes in. Whether building technology to make our hospitals more efficient, recruiting and growing incredible VEGgies, or bringing our brand to life through marketing, our VQ (VEG Headquarters) team makes it all possible—ensuring our hospitals and people have everything they need to help pets and their families. VEG is a 2025 and 2026 certified Great Place to Work®. THE JOB At VEG, we find a way to say YES–and this role brings that mindset to how we design hospitals that make a different kind of emergency care possible. As Design Project Manager, you'll combine the hands-on design of new VEG hospitals while also assisting with relocations, expansions, and renovations; seeing each project through from initial site evaluation and space planning through construction and opening. You'll turn spaces into functional, welcoming hospitals for our teams, customers, and pets. You'll develop floor plans, guide external architects and engineers, review construction documents, and keep design decisions and deliverables moving. Working cross-functionally with Real Estate, Construction, Operations, and hospital leadership, you'll balance clinical needs, customer experience, brand standards, and project schedules. You'll see your work directly help people and their pets when they need it most, find ways to bring VEG's hospital experience to life, learn from the people using it, and help make the next hospital better. WHAT YOU'LL DO • Own hospital design projects. Lead the design process primarily for new hospitals, while supporting relocations, expansions, and renovations. Manage schedules, deliverables, decisions, and approvals across multiple projects, anticipating risks and keeping work moving from site evaluation through opening., • Turn challenging spaces into functional hospitals. Evaluate existing conditions and site constraints, then develop test fits and floor plans that support clinical workflows, customer access, equipment needs, and VEG's design standards., • Bring the right people and requirements together. Guide external architects, engineers, and consultants, and partner with Real Estate, Construction, Operations, IT, Facilities, and hospital leaders to resolve competing needs and deliver coordinated designs., • Get the details right before construction. Critically review architectural and engineering documents for accuracy, coordination, and alignment with approved plans and standards. Work with architects and permitting partners to resolve gaps, review comments, and approval requirements., • Solve problems as projects become real. Partner with Construction on field conditions, requests for information, submittals, substitutions, and value-engineering decisions. Explain tradeoffs, protect essential functionality, and ensure approved changes reach the right people and documents., • Improve the next hospital through what you learn. Gather feedback from hospital teams and completed projects, and help strengthen layouts, finishes, details, specifications, and review processes so good solutions carry forward and recurring problems do not. WHAT YOU NEED • Bachelor's degree in Architecture, Interior Design, or a related field, or equivalent relevant experience. Architectural licensure or NCIDQ certification is welcome but not required., • 5+ years of experience in architectural design or design project management, including responsibility for multiple concurrent projects., • Experience delivering commercial interiors or tenant improvement projects from space planning through construction. Experience designing veterinary hospitals (or other animal care facilities) is a huge plus. Retail, restaurant, healthcare, or other repeat-location programs are particularly relevant., • Strong space-planning skills and the ability to turn operational requirements into functional, buildable layouts., • Experience coordinating external architects, engineers, vendors, and internal stakeholders., • Ability to read and critically review architectural, structural, and mechanical, electrical, and plumbing drawings., • Working knowledge of building codes, accessibility requirements, and permitting processes, with the ability to identify issues and coordinate resolution with the architect of record., • Proficiency in AutoCAD and Bluebeam; experience with Revit, SketchUp, rendering tools, and project management software is a plus., • Strong organization, attention to detail, and follow-through, with the ability to manage shifting priorities and keep decisions moving., • Clear written, verbal, and visual communication skills, including the ability to explain design recommendations to people without a design background., • Ability to travel up to 25% of the time, when needed., • Ability to be in-person at VQ (our headquarters in White Plains, NY) 4 days per week. WHO YOU ARE • Empathetic, instinctively taking a people-centric approach, whether supporting your colleagues or making an effort to understand different perspectives, • Have a sense of humility; acknowledging mistakes, sharing credit with others, and lifting up your team's' accomplishments, • Feel a strong sense of ownership over your work, taking responsibility for outcomes and staying committed to achieving long-term, impactful results, • Curious by nature; you ask insightful questions and continuously seek out opportunities to learn and grow your skills and knowledge HOW WE INVEST IN YOU • Competitive Compensation Including ($100,000 - $130,000) + bonus + benefits., • Comprehensive health and wellness benefits that start on day one, and access to free therapy or counseling., • Paid parental leave, up to 12 weeks at 100% of regular salary, and offering inclusive fertility and family-building care for all types of families., • Unlimited PTO to use for vacation or sick days—however you need it!, • Generous employee referral program, so our awesome people can bring in more awesome people., • And the little (big) things, like casual office attire, ability to bring your fur baby to work, cool VEG swag, food in the fridge for when you're hungry and free lunches twice a week!!, • Company laptop and a monthly cell phone reimbursement. BETTER TOGETHER: WHY IN-PERSON MATTERS AT VEG HQ Our hospitals thrive on in-person collaboration, and VQ is no different. Time in the office sparks stronger connections, meaningful conversations, and better results—all bringing our core values to life. We prioritize being present because our values are best achieved side by side. Plus, we make getting here easy with free parking and a shuttle from the White Plains Metro-North station. DEI At VEG, diversity is not just a word—it's a strength that fuels innovation and kindness. Our mission is "Helping people and their pets when they need it most." And we do that better when our VEGgies (employees) feel valued, respected, and empowered to bring their authentic selves to work. That's why we're devoted to creating an environment that reflects the diverse communities we serve—where different perspectives are not only welcomed but celebrated. We are focused on providing equitable opportunities for growth, promoting inclusive decision-making, and ensuring that everyone's perspective is considered. Saying yes to VEG means helping us build a culture where your unique experiences and background contribute to a shared vision: being the world's veterinary emergency company.

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description: The Client Advisor will have responsibilities and tasks that include but are not limited to the following: · Work closely with senior wealth advisors to coordinate all necessary resources to provide clients with wealth and investment services, including collaboration with clients’ teams of advisors (i.e., accountants, lawyers, etc.). · Analyze client data and prepare reports, presentations, and financial plans. · Coordinate preparation for client meetings, and complete follow-up, etc., working directly with client relationship teams to support clients on an ongoing basis · Coordinate with our Business Services and Reporting teams to ensure proper execution of daily tasks, cash management, disbursements, proper account funding, subscriptions and redemptions etc. · Coordinate with Business Services team on new client on-boarding procedures to ensure a smooth and timely transition to the investment advisory platform. · Assist in preparing Investment Policy Statements and regularly monitor compliance with proposed asset allocation. · Process annual account reviews and various audit requests · Help maintain marketing materials and preparation of prospective client presentations, including requests for proposals · Update our Contact Relationship Management database with all client communications and interface with clients to obtain information as needed. · Help prepare asset allocation modeling for clients and prospects. · Provide support as needed on various ad-hoc tasks, such as firm sponsored events for clients, prospects and partners of the firm, and assist other departments as needed and assigned. Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activities. Requirements: Candidate Description: · Bachelor’s degree, preferably in Finance, Economics, or Business Administration. · 5-7 years of work experience in a wealth management firm or family office services setting. · Accreditation such as CFP or CTFA a plus. · Exceptional client service and relationship management skills. · Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate. · Advanced knowledge of financial planning concepts. · Familiarity with trust, estate, and tax planning issues. · Clear and concise oral and written communication skills. · Experience or proven interest in trust administration · Desire to work within a team-based environment · Analytical and ability to problem solve using critical thinking skills · Motivated, detail oriented, passionate about working in wealth management

Job Description Pay: $175,000.00 - $250,000.00 per year Why This Is a Great Opportunity • Join a growing Tax, Trusts & Estates practice with a strong flow of sophisticated client work across Connecticut, New York, and New Jersey., • Advise high-net-worth individuals, families, fiduciaries, and business owners on meaningful estate, trust, tax, and wealth planning matters., • Work within a collaborative, full-service platform that creates natural opportunities for cross-practice client work and relationship building., • Take ownership of complex matters while mentoring junior attorneys and helping shape the continued growth of the practice., • Enjoy flexibility in choosing your primary office among Greenwich, New York City, or Roseland, along with discretionary bonus, merit increase, and origination opportunities. Location: Candidates may be based in Greenwich, CT, New York, NY, or Roseland, NJ, with a hybrid work arrangement and collaboration across the firm's offices. Note: We are seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience and admission to the Connecticut, New York, or New Jersey Bar. Candidates should have meaningful trusts and estates experience; multi-state admissions, an LL.M. in Taxation, and broader tax expertise are valued but not required at hire. About Us We are a sophisticated, full-service law firm focused on building lasting client relationships and providing practical, high-quality legal counsel across a broad range of business and personal matters. Our collaborative structure gives attorneys access to complementary practices, sophisticated clients, and opportunities to grow professionally while making a meaningful impact. Confidential Employer. Job Description • Advise high-net-worth individuals, families, fiduciaries, and business owners on sophisticated trusts and estates matters., • Develop estate planning strategies involving wills, trusts, wealth transfer, asset protection, and business succession planning., • Handle complex trust and estate administration matters from start to finish., • Counsel clients on estate, gift, fiduciary, and income tax considerations., • Draft sophisticated estate planning and trust documents tailored to client objectives., • Collaborate with attorneys across the firm on tax, estate planning, business, and related client matters., • Build and maintain trusted client relationships while delivering responsive, practical counsel., • Support the growing volume of multi-state tax, trust, and estate planning matters., • Mentor junior attorneys and contribute to the continued development of the practice. Qualifications • Juris Doctor from an accredited law school., • 8+ years of relevant legal experience with substantial trusts and estates experience., • Admission in Connecticut, New York, or New Jersey., • Experience with sophisticated estate planning and trust and estate administration., • Knowledge of estate, gift, fiduciary, and income tax planning., • Experience advising high-net-worth individuals, families, fiduciaries, or closely held business owners., • Strong drafting, analytical, communication, and client relationship skills., • Willingness to obtain additional bar admissions as needed to support client matters., • LL.M. in Taxation is preferred, not required. Why You Will Love Working Here You will join a growing practice where sophisticated work, strong client relationships, and collaboration are central to the role. With the ability to work from one of three major offices, you can build on your existing experience while expanding your exposure to multi-state planning matters and complementary practice areas. Your contributions are recognized through professional growth opportunities, discretionary bonuses, merit increases, and origination credit. JPC-2048 Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

Job Description § Title: Junior Partner | Matrimonial & Family Law Advocacy ⚖️ Practice Area: High-Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New Canaan, CT (Flexible Hybrid Arrangements) § Salary: $245,000 to $375,000 Base Salary (Plus significant origination credits, performance bonuses, and a premier executive benefits package) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Founded in 1930, our client is a distinguished full-service powerhouse frequently recognized by Chambers USA and Martindale-Hubbell for their exceptional advocacy. With a Band 1 ranking in several core disciplines and nearly 30 attorneys recently lauded as industry leaders, the firm has cultivated an environment where legal excellence meets entrepreneurial spirit. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy. This role offers a unique platform for a practitioner to leverage a prominent regional brand to further scale their existing practice. § Duties: The Junior Partner will lead complex domestic relations matters, serving as a primary counselor for high-profile individuals navigating intricate familial transitions. ⨖ Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. ⨖ Orchestrating comprehensive litigation strategies for high-stakes custody disputes, alimony modifications, and pre-nuptial/post-nuptial contract negotiations. ⨖ Serving as a trusted advisor to a private client base, ensuring that matrimonial strategies align with broader wealth preservation and tax planning objectives. ⨖ Mentoring junior associates and contributing to the firm's strategic growth within the Fairfield County market. ⨖ Cultivating and expanding a personal book of business while collaborating with the firm’s trust and estates and corporate groups for cross-referral opportunities. § Qualifications ⨖ Juris Doctor from an ABA-accredited institution with an exemplary academic record. ⨖ Active Bar License in good standing within the State of Connecticut. ⨖ Minimum of 7 to 10 years of dedicated experience in matrimonial and family law. ⨖ A portable book of business valued at a minimum of $500,000. ⨖ Extensive first-chair trial experience and a proven history of successful mediation and settlement negotiations. § Skills: ⨖ Advanced proficiency in financial forensic analysis and business valuation principles. ⨖ Strong local reputation and professional network within the Connecticut legal community. ⨖ Exceptional interpersonal skills tailored for high-stress, sensitive client advocacy. ⨖ Prior experience in a leadership or practice group management capacity. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job DescriptionBenefits: • QSEHRA, • Employee discounts, • Paid time off, • Company parties, • Opportunity for advancement, • Training & development Who We’re Looking For If you need every day to go according to plan, this probably isn’t the job for you. If you love animals and people, thrive on change, take initiative, and like figuring out what needs to happen next, you might be exactly who we’re looking for. At Paws Crossed, no two days are alike. You’ll have a to-do list, but you may only get through two things on it because something else needs your attention. You’ll need to be comfortable working independently, juggling priorities, asking questions, sharing your ideas, and rolling up your sleeves to do whatever needs to be done, from high-level projects to loading a van or carrying tables up a flight of stairs. We’re a close-knit team that has worked together for many years, and we value people who can step into that environment with curiosity, flexibility, and a willingness to be part of the team. It can be busy, messy, unpredictable, and sometimes exhausting. But if you’re the kind of person who can look back at the end of a chaotic day and think, “We helped someone today, we saved a life, we made a difference” you’ll understand why we love what we do. Job Overview The Development Associate supports the Business and Development Director and President/CEO in advancing the mission of Paws Crossed Animal Rescue through strategic fundraising, donor engagement, and organizational support. This is a dynamic, development-driven role with meaningful responsibility across donor engagement, fundraising operations, and revenue-generating initiatives within a collaborative team environment where flexibility and initiative are essential. While this role offers exposure to multiple areas of the Rescue, its primary focus is on development operations, donor relations, and revenue-generating initiatives. List of some responsibilities (not fully inclusive): • Manage and maintain the donor database, ensuring all information is accurate, timely, and up to date, • Correspond with donors across multiple channels, providing thoughtful stewardship and engagement, • Assist in the planning and execution of fundraising events and campaigns, • Support the development and implementation of donor outreach strategies, • Research prospective donors, sponsors, grants, and funding opportunities, • Assist with grant writing and reporting as needed, • Perform data entry related to donations, financial tracking, and campaign performance, • Collaborate with leadership on development initiatives and organizational priorities, • Assist in social media initiatives and campaignsRequirements, • A strong passion for animal welfare, • Proven experience in nonprofit management or development roles with familiarity in fundraising strategies and relationship management., • Strong time management skills with the ability to coordinate multiple projects simultaneously., • Excellent proposal writing skills coupled with experience in grant proposal development related to nonprofit funding sources., • Familiarity with estate planning concepts such as wills, trusts, and estate law is advantageous but not mandatory., • Ability to conduct research effectively and utilize databases for strategic planning purposes.Join us as we work together to foster community engagement, secure vital funding, and advance our mission through innovative development initiatives!

Job Description Purpose of Role: We are seeking an experienced Tax, Trusts & Estates Attorney to join its growing Tax, Trusts & Estates Practice Group. The ideal candidate will have significant experience advising high-net-worth individuals, families, fiduciaries, and business owners on complex trust, estate, and tax planning matters, as well as trust and estate administration. This attorney will play a key role in supporting existing client relationships, handling matters across Connecticut, New York, and New Jersey, and helping meet the growing demand for sophisticated trusts and estates services throughout the Firm. Candidates may be based in Connecticut, New York, or New Jersey and must be able to effectively collaborate with attorneys and clients across offices. Responsibilities: • Advise clients on sophisticated estate planning strategies, including trusts, wills, business succession planning, asset protection, and wealth transfer planning., • Handle complex trust and estate administration matters., • Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues., • Work closely with attorneys throughout the firm on tax, trust, and estate planning aspects of client matters., • Develop and maintain strong client relationships while providing exceptional client service., • Assist with the increasing volume of tax, trust, and multi-state estate planning matters generated through the firm's continued growth., • Mentor junior attorneys and support the development of the practice. Qualifications: • J.D. from an accredited law school; LLM in Taxation preferred., • 10 years of experience in tax, trusts & estates law, with substantial trusts and estates experience required., • Candidates must be admitted in Connecticut, New York, or New Jersey and be willing to obtain admission in additional jurisdictions, including Connecticut, New York, and New Jersey, as needed to support client matters., • Strong knowledge of estate, gift, fiduciary, and income tax planning., • Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses., • Excellent drafting, analytical, and client relationship skills. Compensation & Benefits: • Base Salary: Competitive salary annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit your performance and client contributions impact your compensation., • Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs. We are an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We welcome applicants of all backgrounds, experiences, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law.

Job Description Purpose of Role Mandelbaum Barrett PC is seeking an experienced Tax, Trusts & Estates Attorney to join its growing Tax, Trusts & Estates Practice Group. The ideal candidate will have significant experience advising high-net-worth individuals, families, fiduciaries, and business owners on complex trust, estate, and tax planning matters, as well as trust and estate administration. This attorney will play a key role in supporting existing client relationships, handling matters across Connecticut, New York, and New Jersey, and helping meet the growing demand for sophisticated trusts and estates services throughout the Firm. Candidates may be based in Connecticut, New York, or New Jersey and must be able to effectively collaborate with attorneys and clients across offices. Responsibilities • Advise clients on sophisticated estate planning strategies, including trusts, wills, business succession planning, asset protection, and wealth transfer planning., • Handle complex trust and estate administration matters., • Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues., • Work closely with attorneys throughout the firm on tax, trust, and estate planning aspects of client matters., • Develop and maintain strong client relationships while providing exceptional client service., • Assist with the increasing volume of tax, trust, and multi-state estate planning matters generated through the firm's continued growth., • Mentor junior attorneys and support the development of the practice. Qualifications • J.D. from an accredited law school; LLM in Taxation preferred., • 10+ years of experience in tax, trusts & estates law, with substantial trusts and estates experience required., • Candidates must be admitted in Connecticut, New York, or New Jersey and be willing to obtain admission in additional jurisdictions, including Connecticut, New York, and New Jersey, as needed to support client matters., • Strong knowledge of estate, gift, fiduciary, and income tax planning., • Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses., • Excellent drafting, analytical, and client relationship skills. Compensation & Benefits • Base Salary: $175,000 - $250,000 annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit—your performance and client contributions impact your compensation., • Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs. Equal Opportunity Statement Mandelbaum Barrett PC is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We welcome applicants of all backgrounds, experiences, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law.

Job Description Estate Planning Paralegal Elmsford, New York | Full-Time | Fully In-Office $73,000+ Base + Benefits + 401(k) + Pension + PTO + Bonus Be part of a growing team committed to exceptional legal work, outstanding client service, and building meaningful careers. About the Firm We are a growing Estate Planning law firm committed to providing exceptional legal work and an outstanding client experience. As we enter an exciting period of growth, we have a high-performing team that values excellence, accountability, collaboration, and integrity. Our clients come to us to plan for their futures, protect their assets, and ensure their wishes are carried out. We believe they deserve not only excellent legal guidance but also a team that is responsive, compassionate, proactive, and genuinely invested in helping them. We are looking for an experienced Estate Planning Paralegal with strong trust preparation, document drafting, and client management skills who wants more than a job—they want to build a career, take ownership of their work, grow professionally, and contribute to the continued success of the firm. The Opportunity The Estate Planning Paralegal will play an important role in supporting attorneys and managing estate planning matters from initial engagement through completion. This position is ideal for someone with hands-on experience preparing estate planning documents, drafting trusts, coordinating the execution of legal documents, and managing client relationships throughout the estate planning process. The right candidate is highly organized, detail-oriented, proactive, and committed to delivering an exceptional client experience. They take pride in producing accurate legal documents, anticipating what needs to be done, following through on commitments, and ensuring that each client matter progresses efficiently. As the firm continues to grow, this role offers opportunities for increased responsibility, professional development, and leadership. Key Responsibilities • Support attorneys with estate planning matters from initial client engagement through completion., • Draft, prepare, review, and revise estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, health care proxies, living wills, and related documents, as appropriate to the firm's practice., • Prepare trust documents and supporting materials based on attorney instructions and client-specific information., • Coordinate the preparation, review, and execution of estate planning documents., • Manage client matters throughout the estate planning process, ensuring timely communication, consistent follow-up, and an organized workflow., • Communicate professionally and compassionately with clients, family members, attorneys, financial advisors, and other professionals involved in the estate planning process., • Coordinate client intake, gather relevant information, and ensure all necessary documents and details are collected before drafting and attorney review., • Maintain accurate and organized electronic and physical client files., • Track deadlines, appointments, follow-ups, outstanding information, and document execution requirements., • Coordinate with attorneys and team members to ensure estate planning matters move forward efficiently and accurately., • Identify missing information, inconsistencies, and potential issues in client information or draft documents for attorney review., • Ensure documents are prepared accurately and consistently with attorney instructions and firm procedures., • Maintain confidentiality and exercise sound judgment when handling sensitive personal, financial, and family information., • Take ownership of assigned matters and follow through without requiring constant supervision., • Contribute ideas to improve drafting procedures, client communication, systems, workflows, and the overall client experience., • Support a collaborative, team-oriented environment where everyone contributes to the firm's success. What We Are Looking For Non-Negotiable Qualities These qualities are essential to success in our firm: • Integrity – You do the right thing, even when no one is watching., • Attention to Detail – You notice the small things and understand that accuracy in estate planning documents is essential., • Energy – You bring enthusiasm, positivity, and a willingness to contribute., • Preparedness – You come prepared, anticipate needs, and take initiative., • Curiosity – You ask thoughtful questions, want to understand the “why,” and are eager to learn., • Strong Work Ethic – You are dependable, accountable, and committed to producing excellent work., • Personality – You enjoy working with colleagues and engaging with clients. You bring a welcoming, professional, and approachable presence to every interaction. Qualifications • Prior experience as an estate planning paralegal, with hands-on experience drafting estate planning documents and preparing trusts., • Working knowledge of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and health care directives., • Experience managing client matters throughout the estate planning process, from intake and information gathering through document preparation and execution., • Strong understanding of legal document preparation, proofreading, and matter management., • Excellent written and verbal communication skills., • Exceptional organizational and time-management skills., • Strong attention to detail and commitment to accuracy., • Ability to manage multiple client matters, priorities, and deadlines simultaneously., • Ability to work independently while collaborating effectively with attorneys and other team members., • Strong client-service orientation and professionalism, particularly when handling sensitive personal and financial information., • Ability and willingness to learn new systems, technology, and processes. Our Core Values Our culture is built around five core values: • Excellence – We Set the Standard. We hold ourselves to a high standard and continually look for ways to improve our work., • Client First – Every Client Matters. We remember that behind every matter is a person or family relying on us to help plan for their future., • Accountability – Own It. We take responsibility for our work, our commitments, and our results., • One Firm, One Team – We Win Together. We collaborate, support one another, share knowledge, and understand that our collective success matters., • Integrity – Do the Right Thing Always. We act honestly, ethically, and responsibly in every interaction and decision. Our Vision We intend to continue building a premier Estate Planning firm recognized for exceptional legal work, outstanding client service, and a strong, collaborative team culture. We are growing intentionally—not simply to handle more matters, but to strengthen our people, systems, and processes so that we can expand our reach, help more families plan for the future, and continue to provide an exceptional experience for every client. We are investing in our people through training, mentorship, professional development, and opportunities for increased responsibility and advancement. We are also becoming increasingly process-driven and technology-enabled, creating systems and workflows that allow our team to work efficiently, consistently, and collaboratively. Our goal is to create a firm where talented professionals can build a career—not simply have a job. We want team members who are excited about growth, embrace accountability, value collaboration, and want to contribute ideas that make the firm better. Compensation & Benefits • $73,000+ base salary, • Medical coverage, • 401(k), • Pension, • 12 days of PTO, • 2 days of bereavement leave, • 9 paid holidays, • End-of-year performance review, • End-of-year bonus opportunity, • Annual firm contribution toward continuing education, • Opportunities for professional development, increased responsibility, and career growth Schedule: Monday–Friday, 9:00 AM–6:00 PM Employment Type: Full-Time, Fully In-Office If excellence, integrity, accountability, and teamwork describe how you approach your work—and you have a passion for estate planning, trust preparation, and exceptional client service—this may be the opportunity for you. We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description Real Estate Operations & Client Experience Coordinator High-Performing Real Estate Team | Fairfield County, CT We are an established, growth-oriented real estate team seeking a highly organized, proactive professional to help manage the many moving parts of our business. This is an opportunity for someone who enjoys creating structure, improving efficiency, and delivering an exceptional client experience. The ideal candidate is resourceful, tech-savvy, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. We're looking for someone who doesn't simply complete assigned tasks but anticipates needs, takes ownership, and helps keep the business running seamlessly. Key Responsibilities Real Estate Coordination & Listing Management • Facilitate real estate transactions from executed contracts through closing, ensuring deadlines, documentation, and communication remain on track., • Coordinate the administrative aspects of bringing new properties to market, including required forms, disclosures, MLS entries, and compliance., • Schedule and communicate with photographers, staging professionals, vendors, and other service providers., • Organize property marketing assets, including brochures, promotional materials, listing presentations, and property information sheets., • Maintain property access logistics, lockboxes, and listing schedules., • Establish consistent processes to ensure every property launch is organized, timely, and professionally executed. Business Administration & Workflow Management • Maintain an accurate, organized CRM, including contact records, categorization, activity tracking, and follow-up workflows., • Identify opportunities to streamline recurring administrative responsibilities and improve productivity., • Develop and document internal workflows, templates, and operating procedures., • Maintain organized digital records, transaction files, and shared resources., • Support the development of training materials and onboarding procedures as the business expands., • Implement practical systems that improve communication, efficiency, and overall team performance. Branding, Marketing & Events • Support ongoing digital marketing initiatives, including social media scheduling, content organization, and post preparation., • Coordinate print and digital marketing projects while ensuring consistency in brand presentation., • Assist with planning client appreciation events, including invitations, guest management, vendor coordination, and post-event outreach., • Utilize platforms such as Canva, ChatGPT, CRM software, and other automation tools to improve marketing and administrative efficiency. Client Experience & Business Development • Help deliver a thoughtful, professional experience throughout every stage of the client relationship., • Coordinate ongoing outreach to previous clients, including milestone recognition, seasonal communications, gifting, and relationship-building initiatives., • Monitor incoming inquiries and maintain organized follow-up systems for prospective clients., • Support lead management efforts through CRM campaigns, open house contacts, and long-term prospect nurturing., • Track engagement and follow-up activity to help identify opportunities for continued business growth. Team Organization & Performance Tracking • Maintain visibility into active transactions, upcoming listings, outstanding responsibilities, and important deadlines., • Prepare regular business activity updates and assist with monitoring team objectives., • Track marketing initiatives, client outreach, prospect engagement, and operational priorities., • Help establish accountability through organized task management and consistent follow-through., • Proactively identify potential bottlenecks and resolve issues before they impact the business or client experience. What We're Looking For • Prior experience in real estate administration, transaction coordination, or business operations strongly preferred., • Exceptional organizational skills with an ability to manage competing deadlines., • Strong written and verbal communication skills with a polished, professional demeanor., • High level of proficiency with technology, digital platforms, and business productivity tools., • A self-starter who is comfortable working independently and making informed decisions., • Strong attention to detail and a commitment to accuracy., • Ability to maintain discretion and professionalism when handling confidential information., • A solution-oriented mindset with a genuine interest in improving processes., • Comfortable adapting to changing priorities in a dynamic, high-volume environment., • A collaborative, positive attitude and an interest in building a long-term career with a growing organization. The Opportunity This position offers the chance to become an integral part of an established real estate business with ambitious growth plans. We're seeking someone who takes pride in their work, values strong relationships, and enjoys contributing to a team where initiative, reliability, and attention to detail truly matter. Our goal is to find a trusted operations professional who can grow alongside the business and play a meaningful role in its continued success.

Job DescriptionReal Estate / Property Specialist – White Plains, NY 12-Month Contract Pay rate: $25/hr W2 Key Responsibilities: • Support corporate real estate operations, projects, and Vision 2030 initiatives., • Manage property assets, easements, permits, leases, deeds, and other real estate agreements., • Coordinate with utility companies, municipalities, zoning/planning departments, internal teams, and third parties., • Research property records, title documents, maps, appraisals, and county databases., • Maintain accurate trackers, documentation, version control, and project records., • Represent the Real Estate team in meetings and serve as a liaison for property-related inquiries. Requirements: • Associate degree in Business, Real Estate, Surveying, or related field preferred, or equivalent experience., • Experience in real estate, land acquisition, utilities, title, surveying, or related fields preferred., • Ability to read and review deeds, easements, leases, title documents, maps, and appraisal documents., • Strong research, organizational, communication, negotiation, and conflict-resolution skills., • Experience with public records, permitting, property databases, or regulatory processes preferred., • Proficiency with Microsoft Office and SharePoint., • Experience with ArcGIS/QGIS and maintaining project trackers/databases is a plus.

Job Description We are seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-level attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax strategies. Compensation: • $150,000 - $200,000 annual base salary with plenty of opportunity to earn performance-based incentives bonuses., • 25% origination for any portable book of business brought in., • 10% annual bonus given firm-wide, 2 weeks PTO prorated upon start which increase exponentially year-over-year. Schedule: • Full-time, salaried, direct-hire role., • 1,800 Hours annual billable expectation with bonus tied to exceeding, • Monday-Friday 9AM - 5:30PM, reasonable law firm hours. Experience: 5+ Years of experience as a practicing attorney with a particular focus on Estate Planning, Trusts & Will Administration, Probate experience preferred (not required), Elder Law exposure counselling private wealth & ultra-high net-worth clientele with unique asset protection, wealth preservation and business succession concerns which bring along with them bespoke tax planning (estate, gift, and fiduciary income tax returns) or derivative investing strategies, conservatorships and private credit financing matters which establish PIF structuring and formation, complex fund tranches, family-business & shareholder agreements along with various other estate preservation and wealth management mechanisms. Credentials & Licensure: • Juris Doctorate degree from an ABA-accredited Law School required., • Master's of Laws (LLM) in a relevant finance, wealth management or tax focus preferred., • Bar Licensure in CT or NY (both would be ideal), or the ability to waive in by comity/reciprocity., • A CPA, CFPA, CTFA or similar financial certification would be a strong fit for this opportunity The Firm: Our client is an expanding corporate law firm with over 100 attorneys on staff which has recently expanded into the prestigious Greenwich market while continuing to excel within Manhattan's competitive legal market with roots in Essex County, established for nearly a century. The firm consistently is recognized as among the "Best Firms to Work For" in New Jersey, is in the top ten largest firms in NJ and respected as one of the fastest growing in the Tri-State legal arena. Day-to-Day: The ideal legal counsel for this opportunity will be advising on a variety of wealth management and asset protection strategies with a strong focus on estate planning legal structures such as revocable and irrevocable trusts mixed with tax mitigation strategy (i.e. IDGT's, ILITs SLATs or GRATs), sophisticated wealth transfer approaches (i.e. PPLI's, GST tax, CRUTs, ) and family business succession planning and other deeply familial matters. Ideal Profile: This role is positioned for a legal practitioner with strong financial acumen and interpersonal skill to interface with highly a sophisticated and largely affluent client-base. If you are an associate who has wanted to build your own book of business and operate independently among collegiate peers while passing for the rigidness of big law, this is the opportunity for you. We welcome all those who qualify, regardless of race, religion, color or creed. Inquire within.

Job DescriptionPrivate Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm in Stamford, Connecticut. This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience to work in a sophisticated, high-net-worth private client practice handling estate planning, trust and estate administration, charitable giving, and tax-efficient family wealth transfer strategies. Location Stamford, Connecticut Position Overview The ideal candidate will have: • Minimum of 4 years of demonstrated estate planning and estate/trust administration experience, • Knowledge of relevant state and federal tax laws, • Experience working with high-net-worth individuals and families, • Experience with charitable giving, retirement asset planning, and family wealth transfer strategies, including estate, tax, business succession, and asset protection planning The firm offers a hybrid work environment allowing attorneys to work remotely two days per week. Key Responsibilities • Advise clients on high-net-worth estate planning strategies, • Draft and implement:, • Wills and revocable/irrevocable trusts, • Family succession and wealth transfer structures, • Estate and fiduciary administration documents, • Counsel clients on tax-efficient wealth transfer strategies, • Support charitable and philanthropic planning, • Collaborate with tax advisors, financial planners, and other multidisciplinary teams, • Engage with clients on estate, business succession, and asset protection planningQualifications, • JD from an accredited law school, • Minimum 4 years of trusts and estates experience, • Strong drafting, technical, and client counseling skills, • Excellent written and verbal communication, • Team-oriented and collaborative, • Connecticut bar admission required, or willingness to become admitted, • Admission to New York, New Jersey, Massachusetts, Florida, or Rhode Island bars is a plusWhy This Opportunity This position offers exposure to high-net-worth private client work in a nationally recognized platform, providing both estate planning and trust administration experience in a collaborative and mentoring-focused environment. It is ideal for attorneys looking to expand their expertise in sophisticated trusts and estates matters within a premier East Coast practice.

Job DescriptionSoftware Guidance & Assistance, Inc., (SGA), is searching for a Workplace Experience Specialist for a RIGHT TO HIRE assignment with one of our premier Consumer Packaged goods clients in Owensboro, KY Position Summary The Workplace Experience Specialist is responsible for delivering a high quality, service driven workplace experience by executing daily operations, employee services, and engagement activities that support productivity, wellbeing, and culture. This role is hands on and operational, serving as the primary point of contact for day to day workplace experience needs, including events, meeting support, employee services, facilities coordination, and administrative support. The Specialist ensures that workplace services are delivered consistently, professionally, and in alignment with the client's US standards, while providing day to day guidance and support to Workplace Experience supporting contractors. This includes helping prioritize tasks, reinforcing service standards, and ensuring consistent execution of workplace services. The Workplace Experience Specialist plays a key role in independently coordinating daily priorities, maintaining service standards, and supporting smooth workplace operations across locations in Owensboro. Key Responsibilities Workplace Experience Operations & Service Delivery • Independently coordinate day-to-day workplace and facilities operations, including space readiness activities, internal move coordination, and service delivery projects, with minimal supervision., • Deliver day-to-day Workplace Experience services ensuring a welcoming, functional, and people-centric employee environment., • Support visitor management, mailroom services, office supplies, meeting room support, canteen operations, parking, lockers, and fitness centers., • Support fleet administration with local fleet vehicles., • Serve as the primary on-site point of contact for employee workplace needs and service requests. Event & Community Support, • Execute onsite and offsite employee events that foster engagement, connection, and culture., • Coordinate event logistics including room setup, catering, vendor support, and post-event wrap-up for larger events., • Support community-building initiatives aligned with the client's culture and workplace experience standards. Facilities Coordination & Internal Moves, • Independently coordinate space planning support activities, including seating changes, workspace adjustments, and move readiness, partnering with Facilities and Real Estate as required., • Support internal office moves, seating assignments, furniture deployment, and workspace changes., • Maintain awareness of space readiness, cleanliness, and functionality, escalating issues as needed., • Coordinate with Facilities, IT, Security, and vendors to support operational and move readiness. Standards, Processes & Continuous Improvement, • Execute Workplace Experience processes and standards as defined by US and the Workplace Experience operating model., • Identify, recommend, and support implementation of operational enhancements to workplace systems, tools, and processes to improve efficiency and service delivery., • Support in the creation of documentation of local procedures, playbooks, and service workflows as needed. Cross-Functional & Vendor Coordination, • Independently coordinate with internal stakeholders and external vendors to ensure timely, effective delivery of workplace and facilities services., • Monitor daily service delivery and escalate risks or issues appropriately., • Support property-related and fleet-related administrative activities at assigned locations under the direction of the Workplace Experience Sr. Specialist Administrative & Budget Support, • Provide administrative support for Workplace Experience and Facilities-related purchases, including purchase reacquisition creation, purchase order tracking & invoice payments., • Track departmental expenses and maintain accurate records to support budget monitoring and forecasting., • Support budget reconciliation activities by validating charges, flagging discrepancies, and coordinating corrections with Finance and vendors., • Prepare spend summaries and supporting documentation as requested. Health, Safety & Compliance, • Support compliance with health, safety, and regulatory requirements., • Assist with emergency preparedness activities and follow established safety protocols., • Help maintain a safe, compliant, and welcoming workplace environment. Role Impact This role ensures that employees experience a consistent, welcoming, and well-run workplace on a daily basis. By independently coordinating workplace operations, providing administrative and budget support, resolving moderately complex operational issues, and supporting continuous improvement initiatives, the Workplace Experience Specialist plays a critical role in enabling productivity, connection, and operational readiness in Owensboro KY. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.