Trabajos family office investment en Jersey City, New Jersey - Page 3Crear alertas

Basic information Job Name: Head of Learning and Development Location: New York/200 Line of Business: Human Capital Management Job Function: Investor Services Date: Thursday, February 5, 2026 Position Summary The Head of Learning & Development (L&D) is an enterprise-wide leadership role responsible for architecting and delivering a best-in-class learning and capability-building strategy for Carlyle. This role plays a critical part in shaping how the organization develops leaders, builds differentiated skills, and sustains a high-performance culture in a fast-moving, results-driven environment. As a key member of the Human Capital Management team, the Head of L&D helps ensure the firm's talent and leadership capabilities evolve in step with its strategic priorities and growth ambitions. Working in close partnership with executives, HR business partners, and business leaders across regions and functions, the Head of L&D designs and delivers learning experiences that are tightly aligned to business needs and produce measurable performance impact. The role requires the ability to translate strategy into practical, scalable development solutions balancing rigor, innovation, and relevance for a sophisticated, global workforce. With a truly global remit, the Head of L&D influences how learning is experienced across the organization, from early-career professionals to senior leaders. This role brings together leadership development, professional growth, technical capability building, and innovative learning approaches to continuously elevate capability at scale. The Head of L&D is expected to anticipate emerging skills and leadership needs, introduce modern learning methodologies, and ensure the firm remains competitive in how it attracts, develops, and retains top talent. This is a highly visible role with significant opportunity to shape enterprise-wide learning priorities, influence senior stakeholders, and leave a lasting mark on the firm's leadership pipeline and performance culture. The successful candidate will combine strategic vision with hands-on execution, strong executive presence, and a passion for building learning experiences that are impactful, modern, and deeply connected to business outcomes. This position is open to candidates in New York, NY and/or Washington, DC. Responsibilities Strategic Leadership & Planning • Conduct comprehensive talent needs analyses to define learning priorities aligned with firm-wide strategic objectives at the end of the year when budget planning., • Partner with HR and business leaders to ensure learning programs strengthen the firm's culture, support succession planning, and drive measurable performance improvement. Program Ownership & Enterprise Learning Solutions, • Lead the design, implementation, and continuous evolution of global learning programs, including leadership and management development and early-career programs (analyst and associate), ensuring clear differentiation by role, level, and business need., • Oversee global mentoring initiatives, driving high engagement and measurable developmental outcomes., • Own the design and delivery of the firm's internship learning and development experience, partnering closely with business leaders to ensure content is business-led and role-relevant, and with HR Business Partners to ensure consistency, quality, and alignment with broader early-career development efforts. Global Learning Delivery, • Deliver and oversee tailored learning programs for international offices, including coordinating European-based sessions such as Europe Learning Week in Luxembourg, Amsterdam, and London and Asia Learning Week in Tokyo and Hong Kong., • Ensure regional learning initiatives reflect cultural nuances, local regulatory requirements, and global consistency in development standards. Learning Technology, AI & Blended Learning Excellence, • Assist with implementation of Workday as the future Learning Management System (LMS), ensuring seamless delivery of online, hybrid, and in-person learning experiences., • Drive the use of modern, blended learning approaches, including micro-learning, digital content, and experiential formats to increase engagement, accessibility, and impact., • Partner with Global Technology Services (GTS) to advance the firm's AI-enabled learning agenda, ensuring employees and leaders develop the knowledge, skills, and confidence to effectively leverage AI; embed AI fluency into leadership development, functional training, and everyday learning experiences. Coaching, Assessment & Talent Development, • Administer and debrief talent assessment tools such as MBTI, StrengthsFinder, and/or Hogan to support team effectiveness, leadership development, and individualized growth plans., • Source, curate, and manage a high-quality network of executive coaches, ensuring the firm partners with best-in-class internal and external coaches; establish standards, governance, and ongoing evaluation to ensure coaching investments deliver meaningful leadership impact. Compliance & Regulatory Learning, • Partner with HRIS, Compliance, and Legal teams to deploy global mandatory harassment and regulatory training programs., • Monitor completion rates, ensure audit readiness, and guarantee programs meet all financial services regulatory standards. Operational Excellence & Program Governance, • Measure learning effectiveness using data-driven insights and provide actionable reporting to senior stakeholders., • Maintain strong vendor partnerships and oversee the annual L&D budget including vendor negotiations, tuition reimbursement administration, and contract management. Qualifications Education & Certificates • Bachelor's degree required in Business Administration, Organization Development, Human Resources, or related fields., • Hogan, StrengthsFinder, DISC, and/or MBTI certifications a plus Professional Experience, • 10+ years in an L&D role, preferably in the Financial Services industry, • Experience in the development, execution, and management of global L&D initiatives, • Demonstrated ability to operate effectively in a highly matrixed, global organization and influence senior leaders., • Excellent communication, facilitation, and interpersonal skills, with the ability to engage and inspire diverse audiences., • Strong organizational and project management skills with the ability to manage multiple projects and priorities effectively., • Strong data analysis and interpretation skills, • Fundamental working knowledge of Financial Services Industry, • Proficiency with Microsoft Office skills especially Word, Excel, PowerPoint and SharePoint, • Proficiency in learning management systems and training design software, Workday is a plus, • Comfort leveraging AI tools and emerging technologies to enhance learning design, delivery, and effectiveness Competencies & Attributes, • Strategic Leadership & Business Acumen, • Global Mindset & Cross-Cultural Literacy, • Strong Facilitation & Communication Skills, • Data-Driven Decision Making, • Innovation & Continuous Improvement, • Relationship Building & Executive Influence, • Operational Discipline & Program Governance Benefits/Compensation The compensation range for this role is specific to Washington DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The anticipated base salary range for this role is $125,000 to $205,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle. Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has deep expertise across industries, markets, and geographies. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.

Highly regarded, boutique investment firm located in the heart of Manhattan, is seeking a professional and dedicated Front Office Administrative Assistant | Coordinator Greet visitors, clients and vendors. Manage office operations. Maintain conference rooms and meeting spaces. Distribute lunch orders. Order supplies. Serve as point person for fire and safety issues. Handle calendar management and travel coordination for executives. Process expenses. Must possess a warm and welcoming persona with a no job too small mentality. Experience out of a fast-paced working environment, required. Proficiency required in Microsoft Word, Outlook and Concur. Great opportunity within a stable company with a real family feel. Base salary up to 120K plus generous bonus. 5 days on site. - Standard business hours.

Company & Mission Overview: Our mission: We exist to connect climate and financial risk. Who we are: First Street is the standard for Climate Risk Financial Modeling. For over a decade, we've been translating climate risk into decision-useful financial outcomes for investors, businesses, communities, and property owners worldwide. With backing from world-class firms, including Innovation Endeavors, Galvanize, General Catalyst, and others, our team has raised millions to change how the global economy thinks about climate change. Read more about our culture here and see what Climate Risk Financial Modeling is all about here. Our data: We've assembled leading climate scientists and economists to develop transparent, peer-reviewed methodologies to calculate the past, present, and future climate risk for properties and asset classes spanning real estate, infrastructure, and companies. Using physics-based deterministic models, we predict the likelihood of floods, wildfires, hurricanes, and other hazards at any location on Earth, along with associated damage and downtime. Our customers: We aim to incorporate climate risk data into every financial decision made today. We are relied on every day by: • Institutional investors like Norges Bank Investment Management and Blackstone., • Banking enterprises, including Bank of America and Fifth Third., • Government bodies ranging from Fannie Mae to the US State of Connecticut., • Millions of everyday users on Zillow, Redfin, Realtor.com, Homes.com, and more. Come join us and use your talents to change the world. Team & Role Overview The engineering team at First Street is the backbone of our mission: using technology and data to help the world understand and adapt to climate risk. We're an AI-native team building the systems that power our global products-tools relied on by customers to make informed, climate-aware decisions. As a Fullstack Software Engineer, you'll be a product-facing engineer responsible for delivering end-to-end features across frontend and backend systems. You'll work closely with product managers, designers, and data partners to translate complex climate data into performant, accessible, and intuitive user experiences. This role is ideal for an engineer with strong frontend fundamentals who is comfortable working across the stack and collaborating deeply with cross-functional partners. What You'll Do • Build and ship product features across the frontend and backend., • Develop user-facing experiences with attention to UI architecture, performance, and accessibility., • Integrate frontend applications with backend APIs and services (primarily written in Go)., • Collaborate closely with product managers and designers, actively contributing ideas, tradeoffs, and technical perspectives., • Debug and reason about issues across the stack, including identifying whether problems originate in the frontend, backend, or underlying data., • Work with platform engineers and data partners to ensure product behavior aligns with real-world data and customer expectations., • Contribute to code quality, documentation, and shared engineering practices., • Deliver reliable, maintainable software that advances First Street's mission to connect climate and financial risk Technologies We Use Our stack includes (but is not limited to): AWS, Go, Linux, Kubernetes, MySQL, PostgreSQL (+ PostGIS), Elasticsearch, Redis, Git, Docker, JavaScript, Node.js, React, GraphQL, REST, and Python. What You'll Need • Professional experience working as a software engineer on production systems., • Strong frontend fundamentals, including UI architecture, performance optimization, and accessibility., • Experience building and integrating with APIs., • Comfort working across the stack, even if your background leans frontend or backend., • Experience collaborating with cross-functional partners such as product managers and designers., • Ability to debug complex systems and reason about issues across frontend, backend, and data layers., • Bachelor's degree or equivalent practical experience in Engineering, Computer Science, or a related field. What Will Make You Stand Out, • Experience working in product-driven engineering environments., • Familiarity with GraphQL and modern frontend data-fetching patterns., • Experience debugging or working with data-heavy or geospatial systems., • Prior experience in roles that required close collaboration with non-engineering stakeholders. Our anticipated US base salary compensation range for this role is $100,000-150,000 plus stock options and a competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Actual compensation will vary depending on factors such as work location as well as additional factors such as a candidate's qualifications, skills, experience, competencies, and relevant education. Your recruiter can share more about the specific salary range for your location during the hiring process. How we work: • Impact: We only focus on things that move the needle, • Drive: We are driven by the role we play in connecting climate change to financial risk, • Ownership: This is our company and we act accordingly, • Urgency: We move quickly because the world depends on it, • Resilience: We have a growth mindset in all that we do What we offer:, • Competitive salary commensurate with experience, • Ownership interest in the company via Employee Stock Option Plan, • Hybrid Schedule with in-office work days on Monday, Wednesday and Thursday, • 15 vacation days along with 8 statutory company holidays, 5 days for winter break office closure, and 10 sick days, • Healthcare monthly premium covered at 100% for employee or a significant contribution for family plans, • Vision and dental benefits with partial employee contribution, • 12 weeks of paid parental leave, • Access to One Medical, Teledoc, HealthAdvocate, Kindbody, and Talkspace, • Company 401k program, • Commuter benefits, • Life Insurance, • Tech startup environment, • Weekly team meals and an office stocked with coffee and snacks, • Working on the world's biggest issue with other passionate professionals We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Once you've applied, please be sure to check your spam folder, as emails from our recruiting team are sometimes rerouted.

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! The Head of Data Science will lead the development of a globally scalable, AI-enabled data science capability within Investment Technology Solutions (ITS), delivering advanced analytics and machine learning solutions that directly enhance investment outcomes across asset classes. Reporting to the Head of ITS, this role will bridge front-office investment teams and enterprise technology-ensuring that data science capabilities are platform-based, industrialized, and embedded into portfolio construction, risk management, and investment operations workflows. The mandate combines three core objectives: Deliver measurable impact to investment performance and risk management. Build and scale an enterprise-grade data science and AI platform. Establish a globally collaborative operating model aligned to ITS strategy. Key Responsibilities Investment-Focused Delivery • Partner closely with CIOs, Portfolio Managers, and Research Heads to translate investment challenges into scalable analytical solutions., • Develop and productionalize alpha signals, risk models, optimization engines, liquidity analytics, and scenario modelling capabilities., • Ensure analytics are embedded within portfolio construction, trading, and risk systems (e.g., Aladdin, Wall Street Office, Axioma or equivalent platforms)., • Drive quantifiable improvements in performance attribution, risk-adjusted returns, drawdown management, and portfolio efficiency. Data Science Platform & Architecture, • Design and implement a robust, cloud-enabled data science platform supporting:, • Research and experimentation environments, • Feature stores and reusable signal libraries, • Model development, validation, and testing frameworks, • MLOps and model lifecycle management, • Deployment pipelines into investment and risk platforms, • Ensure architecture supports cross-asset reuse, security, auditability, and regulatory compliance., • Align platform standards with broader ITS data and infrastructure strategy. Enterprise & Cross-Functional AI Enablement, • Collaborate with Risk, Finance, Operations, and Distribution teams to extend AI capabilities where aligned to investment technology priorities., • Contribute to enterprise AI initiatives including stress testing automation, operational intelligence, and advanced reporting analytics., • Represent ITS Data Science in enterprise AI governance and model risk forums., • Promote responsible AI principles including explainability, transparency, and bias mitigation. Organizational Build & Global Scale, • Establish and scale a high-performing global data science organization embedded within ITS., • Develop a federated delivery model supporting regional investment teams across market hours., • Create clear differentiation between quantitative research, data science, AI engineering, and ML platform engineering roles., • Implement strong talent development pathways to build deep capital markets and vendor platform expertise. Product Mindset & Value Realization, • Operate data science as a product capability, with defined roadmaps, prioritization frameworks, and measurable value tracking., • Establish adoption metrics and performance KPIs for all deployed solutions., • Balance near-term market support needs with longer-term platform innovation. Governance & Controls, • Implement robust model validation, monitoring, and lifecycle management processes., • Ensure compliance with model risk management standards and regulatory expectations., • Maintain data lineage transparency and documentation standards aligned with ITS governance frameworks. Candidate Profile Experience • 10+ years' experience in asset management, capital markets, or quantitative investment technology environments., • Demonstrated leadership building and scaling data science or quantitative analytics teams within a technology-enabled operating model., • Proven track record delivering production-grade AI/ML solutions embedded in investment platforms., • Experience operating in regulated financial services environments. Capital Markets Expertise, • Deep understanding of:, • Multi-asset portfolio construction and optimization, • Risk modelling and stress testing, • Market structure, liquidity dynamics, and execution considerations, • CFA designation strongly preferred., • Advanced degree (PhD/MSc) in quantitative finance, statistics, mathematics, computer science, or related discipline desirable. Technical & Platform Expertise, • Strong command of statistical modelling, machine learning, and time-series analysis., • Experience integrating alternative datasets into investment workflows., • Familiarity with cloud-native data architectures, distributed compute, and MLOps frameworks., • Experience working with enterprise investment platforms (e.g., Aladdin, Wall Street Office, Axioma) strongly preferred. Leadership & Operating Style, • Technology-forward leader with strong investment credibility., • Product-oriented and outcome-driven., • Comfortable operating in a global, matrixed ITS organization., • Strong communicator capable of influencing senior investment and technology stakeholders. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $208,000 - $270,000, depending on location and level of relevant experience, plus discretionary bonus. #EXECUTIVE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: • Three weeks paid time off the first year, • Medical, dental and vision insurance, • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits, • Employee Stock Investment Program, • Tuition Assistance Program, • Purchase of company funds with no sales charge, • Onsite fitness center and recreation center*, • Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary Positions are available in our New York City office or at our brand-new AI Engineering squad in Harbor Point, Baltimore, MD. Both locations offer the opportunity to collaborate with top talent, drive innovation, and make a real impact in asset management. Design, develop, and deploy autonomous AI systems as part of T. Rowe Labs’ AI Engineering team. Collaborate in cross-functional squads, contribute to the Build-Operate-Transfer process, and help scale responsible AI solutions across the enterprise. Responsibilities * Design, build, test, and deploy AI agents and intelligent systems for modern cloud-based, n-tier architectures. * Partner with business stakeholders to develop agent-driven workflows that automate complex processes and generate actionable insights. * Champion engineering excellence by applying best practices in AI development, continuous integration, and code quality. * Contribute to projects on agent orchestration, prompt engineering, and real-time, data-driven automation. * Manage technical debt and drive ongoing improvements in AI platforms and infrastructure. * Proactively seek opportunities to apply AI agents for increased business value and operational efficiency. Business Knowledge: * Collaborate directly with business stakeholders to understand needs and priorities. * Make technology decisions that support current and future business objectives and fiscal responsibility. * Translate business requirements into effective technology solutions. Qualifications Required: * BS or MS in Computer Science or a related technical field (or equivalent experience), with 5+ years of professional development experience in an object-oriented language (Java, Python, or JavaScript preferred). * Hands-on experience with cloud-native architectures (AWS, Azure), containerized microservices, and agent frameworks. * Strong analytical and problem-solving abilities. * Commitment to quality via automated testing, code reviews, and continuous delivery. * Results-driven with a passion for learning and staying current with emerging technologies. Preferred: * Experience with React and/or Angular. * Solid understanding of financial markets and financial instruments. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to three days per week from home. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $121,000.00 - $206,000.00 for the location of: Maryland, Colorado, Washington and remote workers $133,000.00 - $227,000.00 for the location of: Washington, D.C. $151,000.00 - $258,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role . Base salary is only one component of our total compensation package . Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you . Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. () T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment ve

Location: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Hoboken, Houston, Los Angeles, McLean, New York, Philadelphia, San Francisco, Seattle At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Strategy and Execution - Deal Technology - PE - Director The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Within EY-Parthenon's Strategy and Execution sub service line, the Deal Technology practice works on the most complex and high-profile global transactions, across a broad portfolio of clients and industry sectors. We are a group of experienced industry professionals with a background in IT who are serial transaction advisers, which enables us to bring a wealth of deep sector and functional knowledge to our clients. This role is focused on advising the Private Equity sector. As a team, we prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions, and people. Your key responsibilities As a Director with EY-Parthenon's Strategy and Execution Deal Technology practice, you will be a vital member of the team managing and executing IT focused projects across sectors. You'll work day to day with investment teams, operating partners, and C-Suite executives at middle market Portfolio companies. You will be developing and executing strategies for transactions. Part of your role will also involve developing experience in different types of engagements, including pre-deal (e.g., operational and carve-out planning) and post-deal (e.g., integration planning, value creation). Having a commercial mindset is key to this role. Skills and attributes for success * Build Trusted Relationships - ability to manage senior client relationships and influence client perspectives * Strong Problem Solving and Storytelling - be a lead for solving problems from beginning to end (problem identification, hypothesis development, synthesis, and recommendation with a compelling narrative) * Outcomes-driven - understand and translate client needs into approach and outcomes for project delivery * Effective through Collaboration - be part of project teams comprising colleagues from across the EY-Parthenon sub-service lines * Business and Commercially Driven - working in a fast-paced, exciting environment with strong business acumen to drive value to our clients * Business Development - ability to drive aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work * Talent Development - coach junior colleagues to become high-performing * Learning - learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences To qualify for the role, you must have * A bachelor's degree in business, Accounting, Finance, Engineering, Computer Science, Business Information and Operations Management, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience. * MBA is preferred. * Significant management consulting experience. * Excellent analytical skills and the confidence to translate complex data into meaningful insights. * Interest in understanding of how Private Equity dynamics work, navigating stakeholders across investment teams, operating partners/advisors, and leaders at the Portfolio Companies * Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis. * Experience leading and managing in complex business environments. * The ability to synthesize approaches to complex integration/divestiture conflicts. * Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally. * Expertise in a minimum of 4 of the following IT skillsets: * IT strategy * Enterprise architecture * Infrastructure and cloud architecture * Cyber and IAM architecture * Digital Technology Strategy * Digital IT operating model transformation * IT cost reduction * IT security / cyber * IT shared services * IT organization transformation * ERP implementation * Digital business enablement using digital technology enablers (i.e., advanced analytics, robotic process automation, virtual reality) * Cloud SaaS or PaaS (including Collaboration) strategy and delivery * Cloud IaaS or Data Center migration planning and execution * Identity and Access Management (IAM) / Active Directory services strategy * IT service management * Operations Center (e.g., NOC, SOC) or Managed Service Provider * IT TSA development * IT finance management * IT infrastructure management * IT outsourcing / offshoring * IT contract management * IT or Cyber Diligence * IT synergy identification * Data governance, separation, and transition * Integration and Separation Planning * Experience with and demonstrated success in at least one key business process such as procurement to pay, record to report, order to cash, plan to make, hire to retire. * Certifications in Agile, ITIL, PMP, Six Sigma, CISSP or CISA highly desired. * You must either reside in or be in a commutable distance to your office location for this position. * The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have * A proven record of excellence in an IT transactions role. * Experience gained within another large professional services organization. * Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. * Established networking skills in a relevant industry. What we look for We're interested in talented professionals with the ability to visualize our clients' goals, "think like an investor," and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . * We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. * Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. * Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time New York New York United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Nov 28, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Associate Director, Commercial Strategy Publicis Groupe is a global leader in communication and is positioned at every step of the value chain, from consulting to execution, combining marketing transformation and digital business transformation. Through a unified and fluid organization, Publicis Groupe partners with its clients across communication, media, data and technology to ensure access to the full breadth of capabilities in every market. Present in over 100 countries, Publicis Groupe employs around 103,000 professionals. The Commercial Management Team (CMT) within Publicis Media plays an important role in the success of New Business and Agency commercials. This central team is responsible for establishing commercial strategies, value offers and contracts that drive value. Responsible for developing commercials for staffing and remuneration, tools and technology, and performance incentive plans. We are seeking a driven individual, with a background in Media, Retail Media, Creative, Production, PR or CRM. A healthy knowledge of strategy, investment, or finance is essential. This role is ideal for someone who combines strong commercial judgment, financial rigor, and leadership instincts. You'll take full responsibility for critical workstreams. You will collaborate closely with senior colleagues across Publicis Groupe. You will support enhancing the quality of proposals and team results. This position offers an unmatched opportunity to work closely with agency leadership, and across all agency brands, to inform commercial decision-making and drive success. The ideal candidate has worked in a strategic capacity, is collaborative within a team environment and has a proven record of problem solving and implementing workflow processes. Responsibilities • Shape the commercial narrative by translating client objectives and RFPs into clear commercial approaches, • Build, package, and deliver commercial strategy for new business pitch or existing client renewal proposals, • In partnership with agency Finance teams and other pitch collaborators, recommend staffing models, pricing logic, and value opportunities, • Drive global & cross-functional alignment by leading or supporting global pitch coordination across multiple markets, • Oversee and support global, regional and local market briefings, on-going communication and client follow-ups; synthesize inputs into one cohesive offer, • Review and validate staffing summaries, commercial offers, and executive-level summaries; ensuring proposals are client-ready, • Ensure alignment and consistency across presentations, remuneration models, financial logic, supporting documentation and templates, • Develop complete value proposals that quantify and clearly articulate the value of talent, tools, technology, gratis agency investments, and made valuable contributions, • Partner to develop risk/reward incentive structures for leadership review, • Anticipate commercial risks and proactively propose solutions, • Coach and develop Manager-level talent by setting a high bar for ownership, accountability, rigor, and quality. Provide real-time guidance during pitch cycles., • Support Manager-level goal setting, performance feedback, and development planning, • Oversee commercial processes and documentation standards across Salesforce, trackers, and folder archives Core Competencies • Strong commercial and financial acumen with the ability to connect or optimize pricing, staffing, and value within commercial offers, • Comfort operating in ambiguity and making sound decisions with limited information, • Client-facing expertise, • Exceptional attention to detail and pride in error-free client-facing materials and deliverables, • Clear, confident communicator across levels and disciplines, • 6-8+ years of agency or equivalent experience across Commercials, Finance, Strategy or Investment, • Advanced Microsoft Office skills, Salesforce experience a plus but not required, • Experience working across Media, Production, and Creative practices is preferred, • Proven experience leading new business pitches or complex commercial proposals, • Experience managing client and/or procurement relationships, • Exposure to global or regional projects involving multiple markets is a plus but not required Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. Compensation Range: $97,375.00 - $155,961.00 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 04/29/2026. All your information will be kept confidential according to EEO guidelines. Veterans Encouraged to Apply.

The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. At Morgan Stanley, we raise, manage and allocate capital for our clients helping the

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and specia

Job Description As a Senior Product Manager on VTS AI (Lease & Market), your mandate is to evolve our successful Lease & Market products from first principles in an AI-first way - shipping real, measurable GenAI experiences that change daily workflows for asset managers, leasing teams, and brokers. You will own the end-to-end lifecycle: problem discovery → model + UX strategy → prototyping + evaluation → productionization → launch + enablement → iteration, with a strong emphasis on shipping GenAI capabilities to production that drive revenue impact. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. Here is what you can expect as a Senior Product Manager: Build AI-first product strategy • Own the AI-first roadmap for Lease & Market, translating customer workflow pain into a sequence of high-impact releases., • Define the north-star outcomes and instrument the product to measure them., • Lead a dual-track discovery + delivery cadence that keeps shipping velocity high without sacrificing quality.Ship GenAI features with high quality and real-world reliability, • Build with enterprise guardrails: permissions, safety, human-in-the-loop where needed, and clear confidence/citations when applicable., • Partner with engineering and data/ML to define evaluation strategy: offline evals, test datasets, monitoring, and regression testing.Optimize for adoption and conversion, • Run experimentation loops: onboarding, activation, in-product education, templates, and usage loops., • Improve funnel performance across key moments: first value, repeat value, expansion usage, and renewal readiness., • 5+ years product management experience building enterprise grade B2B SaaS products in complex, multi-stakeholder environments., • Demonstrated track record of shipping GenAI features to production (not prototypes) and iterating based on real usage., • Strong product craft: discovery, prioritization, PRDs, execution, cross-functional leadership, and crisp decision-making., • Prototyping & rapid iteration: Proven ability to use modern AI tools (e.g., Bolt/Lovable, Cursor, Claude Code, Figma Make) to quickly generate and test concepts, validating hypotheses with users, and iterating toward higher-quality solutions faster, • Data-driven: ability to define metrics, instrument funnels, interpret results, and make tradeoffs quickly., • Experience with LLM product patterns: retrieval + grounding, evaluations, prompt/versioning strategy, feedback loops, human-in-the-loop, and monitoring., • Experience in CRE, leasing, marketplaces, fintech workflows, or other document/transaction-heavy domains., • Proven ability to drive adoption + monetization outcomes (activation, retention, expansion), not just feature delivery. What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $145,000 and $190,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. Siepe is seeking a Business Development Lead for the IT Managed Services business segment. As a member of the Siepe team, you will work closely with the MSP’s Managing Director to grow and maintain the revenue for the IT Management Services business segment. What You'll Be Doing • Originate from and prospect into 6,000+ registered SEC investment managers., • Manage sales cycle for inbound and outbound prospects., • Provide input, create execution strategies, into product enhancements and their impact on the sales cycle and their deployment throughout the service desk, infrastructure and relationship management teams., • Create and participate with IT community forums for investment managers via thought leadership, marketing campaigns, webinars, investment conferences, etc., • Work closely with other Siepe divisions to provide a unified message about our products and services., • Some travel to local client offices may be required. What You’ll Bring, • 3+ years of sales and/or sales engineering experience., • Preferred exposure selling into investment managers in the hedge fund, private equity, family office and endowment space., • IT managed service experience preferred., • Understanding of network environments, cybersecurity, IT help desk, and cloud computing infrastructure., • Willingness to learn something new., • Over-the-top client service capabilities and desire to please clients., • Positive, confident and determined approach., • High degree of self-motivation and ambition., • Skills to work both independently and as part of a team.

Job Description Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. The Head of Data & Analytics is a high-visibility, foundational role responsible for establishing the company's single source of truth for data across all functions. Acting as the analytical backbone of the business, you will ensure every critical metric is defined, governed, and reportable from one place — giving leadership the data clarity they need to make fast, confident decisions. You will translate raw data across a modern SaaS stack into a trustworthy, scalable intelligence layer that the entire organization can rely on. This role is designed for a seasoned data leader who excels at building from scratch — someone who can architect a data platform, establish governance standards, and be a genuine strategic partner to senior leaders – not just delivering data, but shaping decisions. You will connect data to business context, identify what matters, and provide clear, prescriptive recommendations. Reporting directly to the SVP of Business Operations, you will own the data infrastructure that underpins our next phase of growth. This role is intentionally hands-on to start. You will personally build and shape the foundation of our data platform while partnering closely with leaders across the business. As we scale, you will have the opportunity to evolve into a player-coach, building and leading a small but high-impact data team. In the first 6-12 months, you will: • Establish a clear, trusted definition of core company metrics across GTM, Product, Finance, and Customer Success, • Reduce reliance on manual reporting by automating high-impact workflows, • Build a scalable data model that connects our core systems into a coherent source of truth, • Enable leadership to access and trust data without needing constant ad hoc support What you can expect as the Head of Data & Analytics: • Build the single source of truth: Audit, rationalize, and own the company's data model end to end — from raw sources through transformation to consumption. Every key metric will have one definition, one owner, and one place to find it., • Identify the highest-impact manual reporting workflows across functions and automate them: Today, much of our reporting lives across spreadsheets and manual workflows, with no single owner of data. One of your first priorities will be to bring structure, consistency, and trust to this environment, and build a self-serve analytics layer that increases data trust and reduces ad hoc requests across the company., • Own executive and board-level reporting: Build and maintain the metrics layer that leadership, the board, and ultimately investors rely on — each defined, documented, and reportable from a single governed layer., • Mature the dbt layer: Partner with engineering team to audit existing dbt models, close gaps, and establish transformation standards that will scale the platform. You won't be coding alone, but you need to be fluent enough to review, direct, and govern the work., • Establish metric governance: Define the operating model for how metrics are created, changed, and communicated — including a cross-functional process for resolving metric disputes and maintaining a company-wide data dictionary that becomes the authoritative reference., • Build a scalable, auditable data foundation: Ensure our data is structured, documented, and fully traceable from source systems to reported metrics. Establish clear data lineage, metric definitions, and governance so leadership can rely on data with confidence as reporting needs become more complex., • Act as a strategic partner to senior leadership: Show up to QBRs, pipeline reviews, and planning cycles with a clear point of view on what the data means and what the business should do next. Be the person who changes decisions — not by reporting the data, but by interpreting it and making actionable recommendations., • Cross-functional data leadership: Partner with all functions to ensure their data needs are captured, while also challenging assumptions, refining questions, and guiding teams toward the metrics and analyses that drive better decisions., • Drive insight and action, not just visibility: Go beyond building dashboards to proactively identify trends, risks, and opportunities across the business. Translate data into clear recommendations and influence leaders on what actions to take — even when it challenges existing assumptions or priorities. To thrive in this role you have: • 7-10+ years in analytics, analytics engineering, or a senior BI role with hands-on data modeling experience, including experience owning or significantly shaping a company's data model or analytics infrastructure, • Experience building and governing a BI layer (e.g., Looker, Tableau): you know what good looks like, what breaks at scale, and how to make a BI tool something people actually use., • Experience working with modern data warehouses (e.g., Snowflake, BigQuery, Redshift): Warehouse management, schema design, cost monitoring — you understand the platform and can make architectural decisions on it., • dbt fluency: You can read, write, review, and govern dbt models. You understand staging, intermediate, and mart layer design, and you have strong opinions about what belongs where and why., • Strong SQL: Window functions, CTEs, and performance optimization are comfortable ground. You write modeling SQL, not just analytical SQL., • Broad business fluency and SaaS literacy: You understand the operational levers of a SaaS P&L - ARR, NRR, churn, CAC, LTV, product velocity, product adoption, as well as financial levers, such as unit economics, financial performance ratios, financial analysis., • Track record of strategic partnership: You have been in rooms with senior leaders and said things that changed decisions — not because you were asked, but because the data told you something important. You elevate data from reporting to a strategic asset that shapes how the company operates and makes decisions., • Comfort operating without formal authority: You can direct an analytics engineer you don't manage, get a VP to prioritize data quality, and get Finance to adopt a metric definition they initially resisted., • Strong prioritization instincts: You focus on the highest-impact problems and avoid over-engineering, balancing speed with long-term scalability.Strongly preferred if you have:, • Experience building from scratch: You have built a data function, a data layer, or a centralized reporting infrastructure at a company that previously had none. You know how to sequence the work and how to manage stakeholder expectations during the build phase., • Salesforce data model familiarity: You understand how CRM objects map to business concepts and how to extract Salesforce data reliably into a warehouse environment., • Product analytics experience: You have worked with Mixpanel or a comparable tool and know how to join event-level product data with CRM and financial data to create a complete picture of customer behavior., • C-suite and investor exposure: You know what executives and investors ask for and what breaks under that scrutiny., • CS analytics background: Experience with customer health scoring, adoption reporting, proactive value engineering, or churn prediction data models, is a meaningful plus., • Background in FP&A, investment banking, or management consulting before moving into data — brings structured analytical thinking and executive communication skills. What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $190,000 and $250,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

Job DescriptionI. Primary Purpose Reporting to the Senior Director of Finance (“Senior Director”), the Controller is responsible for the oversight of accounting and financial reporting. The Controller will be a crucial contributor to the financial leadership of Spence-Chapin. The Controller will work closely with the Senior Director and will lead the day-to-day accounting operations of Spence-Chapin. The Controller has functional responsibility for accounting operations including accounts payable, accounts receivable, payroll, budgeting and financial reporting for the organization’s budget of $9MM -$11 MM. The Controller supervises a team of 2 staff members. This position is based in New York, New York. Spence-Chapin currently requires staff to work onsite for a minimum of four days per week after completing one year full of employment. Spence-Chapin is a non-profit organization based in New York City that has been providing adoption services and adoption support for more than 110 years. At Spence-Chapin, we believe that every child deserves a family, and we work tirelessly to advocate for children in need of a permanent, loving home. Over our history, Spence-Chapin has served more than 25,000 children, women, and families through our main program areas: Comprehensive Domestic and International Adoption Programs; Birth Parent Services; Well-being Services; and International Humanitarian Aid through programs like our Granny Program to support children living in orphanages overseas. Our work is made possible by the dedicated staff. At Spence-Chapin, we find joy in celebrating each other, our co-workers, and our clients. Everyone is treated with respect and dignity to strengthen the vibrancy of our community. We celebrate a culture of excellence, inclusivity, compassion, flexibility, and support. Being part of the Spence-Chapin team is being part of a legacy, which for more than 110 years has provided critical services to children, women, and families around the world. II. Key Performance Indicators • Oversee all accounts, ledgers, and reporting, ensuring compliance with appropriate GAAP accrual accounting standards, regulatory requirements, and management reporting efficiency., • Manage and execute the month-end and year-end closing process, including reconciliation of accounts and maintenance of accounting schedules., • Prepare monthly rolling cash-flow forecasts and track investment portfolio to ensure adequate liquidity for operational needs., • Oversee relationships with banking and merchant services providers., • Analyze financial data and prepare and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly and annual financial statements; monitor progress and keep Director abreast of organization’s financial status., • Prepare financial reporting for grant agreements, working closely with program team on expenditures and budgets., • Track restricted and unrestricted funds according to underlying agreements., • Lead the budgeting and financial reporting function for the organization working closely with leadership across all functions as a business partner., • Ensure proper maintenance of all accounting systems and functions and ensure the fidelity of data and timely monthly, quarterly, and year-end reporting., • Manage the payroll function ensuring timely and accurate processing and recording of all employee pay, benefits, taxes and fees., • Work directly with the Director to ensure the full coordination of Spence-Chapin’s fiscal audits and the gathering of required audit information, resulting in the production of accurate and timely financial statements, IRS 990 preparations, and clean financial audits., • Maintain continuous lines of communication with team and keep the Director informed of all accounting issues., • Identify and drive the organization to achieve the most efficient possible team structure, documenting processes and developing/evolving systems where necessary., • Regularly evaluate the systems of internal control as Spence-Chapin continues to grow and evolve and identify and report any gaps along with recommended improvements., • Drive the organization’s technological advancement of its accounting systems and processes to maximize impact and efficiency., • Work directly with the Director and other leadership members to ensure financial operations are aligned with the organization’s strategic goals., • Supervise and mentor direct reports, utilizing an empathetic and supportive leadership style to maintain a high level of performance across the department. III. Education & Experience • Minimum of 5 years of progressively responsible accounting and/or auditing experience; experience in the nonprofit sector strongly preferred., • Minimum of 3 years of experience managing teams., • Public accounting experience is desirable but not required., • Ability to work on multiple projects at once without sacrificing quality., • Bachelor’s degree in accounting, finance or business administration. IV. Technical Skills • Thorough understanding of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) pronouncements., • Up to date on nonprofit expertise regarding audit best practices and state and federal law regarding nonprofit operations., • Knowledge of financial compliance and risk management including but not limited to statutory and regulatory requirements for nonprofit organizations., • Experience with QuickBooks Online, Excel, MS Office (Word, PowerPoint, Outlook), payment processing platforms (Stripe), expense reporting applications (Zoho Expense)., • Experience with Raiser’s Edge or similar CRMs preferred. V. Key Competencies • Strong organizational skills, and ability to meet tight deadlines., • Ability to multitask; strong execution skills; thorough follow through, and attention to detail., • Excellent communication skills and ability to build relationships with key stakeholders cross-functionally to manage and enhance financial operations., • Ability to communicate complex financial information., • Ability to work in a collaborative environment with various departments, which supports both individual and cooperative work., • Commitment to continuous learning and professional development., • Passion for the mission and work of Spence-Chapin. Compensation and Benefits: This is a full-time, exempt role. The salary range for this role is $145,000 - $160,000. Our compensation package includes an exceptional benefits package focusing on employee physical, mental and financial wellness. Our Commitments: Spence-Chapin upholds an equal opportunity employment policy and employs personnel without regard to race, creed, color, ethnicity, national origin, ancestry, religion, sex, sexual orientation, gender identity or expression, marital status, age, physical or mental ability, veteran status, military obligations, genetic information, or any other basis protected by applicable law. This policy applies to all applicants, employees, consultants, third-party workers. This job description is not intended to detail every aspect of your job or list every task you may perform. It is provided as a general overview of the responsibilities and skills required to do this job successfully. Powered by JazzHR FSW8psrwmP

Job Description We are sharing a specialised part-time consulting opportunity for investment professionals experienced in public markets research, equity analysis, investment thesis development, financial modeling, valuation, and structured institutional research workflows. This role supports current and upcoming remote consulting opportunities focused on structured investment research review, public markets analysis, valuation assessment, investment thesis evaluation, risk review, and high-quality project execution. Selected professionals will apply their buy-side research expertise to review realistic investment scenarios, evaluate financial assumptions and market reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks. Key Responsibilities Professionals in this role may contribute to: Investment Thesis & Public Markets Research • Develop or review detailed investment theses across equities, sectors, asset classes, or public market opportunities, • Evaluate company fundamentals, market positioning, catalysts, risks, valuation drivers, and investment assumptions, • Support structured review of research notes, sector analysis, company writeups, and investment recommendation materials, • Review financial models, valuation analyses, scenario outputs, comparable company analysis, and investment case materials, • Evaluate valuation conclusions against source data, model assumptions, operating drivers, market benchmarks, and documented criteria, • Support structured review of DCF models, earnings models, sensitivity tables, valuation summaries, and investment memos, • Review investment research outputs for clarity, usefulness, accuracy, and decision relevance, • Evaluate risk analysis, downside scenarios, competitive dynamics, sector exposure, and market assumptions, • Support structured feedback on research quality, recommendation logic, and investment decision frameworks Strong candidates may have: • 4–8 years of experience in equity research, hedge funds, asset management, investment management, private wealth, family office investing, or related public markets roles, • Strong background in fundamental analysis, idea generation, valuation, financial modeling, and investment memo development, • Experience covering specific sectors, asset classes, geographies, or investment strategies, • Familiarity with tools such as Excel, Bloomberg, Capital IQ, FactSet, PitchBook, Koyfin, Refinitiv, company filings, earnings transcripts, or similar research platforms, • Comfort reading and preparing investment artifacts such as research reports, financial models, investment memos, valuation summaries, thesis notes, and risk assessments, • Strong written communication skills and ability to explain complex investment views clearly, • A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful, • CFA, MBA, CAIA, FRM, or equivalent investment research credential, • Experience with alternative data, systematic strategies, factor analysis, portfolio research, or data-driven investment workflows, • Prior exposure to AI, machine learning, automation, or research tooling in finance, • Experience mentoring junior analysts, reviewing investment work, or contributing senior domain judgment to research processes, • Apply buy-side investment research expertise to structured remote project work, • Contribute to high-quality investment thesis review, valuation assessment, and public markets research workflows, • Work on flexible, expert-level assignments aligned with your investment background, • Use your financial research judgment in a focused, detail-oriented research environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $130–$150 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Senior Wealth Advisor – Remote Opportunity Overview • Can be fully remote in the Eastern/Central time zone, • No new business requirements, • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business Primary Responsibilities • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services., • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning., • Develop and present integrated wealth management solutions for existing and prospective clients., • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments., • Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients., • Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals., • Document client meetings, recommendations, and action plans in a clear, timely manner., • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution., • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities., • Manage and support team members to ensure efficient delivery of client services. Qualifications • 7+ years of wealth management or other relevant professional experience., • Bachelor's degree required., • Advanced degrees or other professional designations preferred., • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction., • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning., • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

Job DescriptionWhat We Do Gecko Robotics is helping the world’s most important organizations ensure the availability, reliability, and sustainability of critical infrastructure. Gecko's complete and connected solutions combine wall-climbing robots, industry-leading sensors, and an AI-powered data platform to provide customers with a unique window into the current and future health of their physical assets. This enables real-time decision making to increase the efficiency and safety of operations, promote mission readiness, and protect the environment and civilization from the effects of infrastructure failure. Role at a Glance As an AI Focused Software Engineer, you will build and evolve the data backbone of an agentic AI system leveraging document intelligence, time-series IoT data, and customer activity logs. This is a highly hands-on, end-to-end role for someone who thrives in early-stage ambiguity, is comfortable working close to models and customers, and wants to directly shape how data-driven agents are built and deployed for production. This role will initially focus on the power industry, where your work will directly support the reliable operation of power plants used by millions of people every day. What you will do You will design, implement, and agentic systems across the full lifecycle, from data ingestion and processing to building and tuning models for use by customers in the real world. You’ll work directly with customers and internal stakeholders to understand real problems, translate them into technical solutions, and iterate quickly. You’ll build agentic workflows, document processing pipelines, and sensor data ingestion. You’ll contribute to feature engineering and model experimentation when needed, and own systems in production. You’ll make pragmatic architectural decisions, improve reliability over time, and help define best practices as the team and product scale. Technologies We Use * Python, React * Cloud-native data and GenAI tooling (GCP, VertexAI, etc) * Streaming and messaging systems * Distributed processing frameworks * Data warehouses, lakes, and object storage * Time-series and NoSQL databases * ML and AI tooling (feature stores, vector databases, model pipelines) * Docker, Kubernetes, and infrastructure-as-code tools About You You’re a builder who likes owning problems end to end—from understanding customer needs to shipping and maintaining production systems. You’re comfortable crossing boundaries between software engineering, ML, and backend work, and you’re energized by fast feedback loops and real-world impact. You prefer pragmatic solutions over perfect ones, communicate clearly with technical and non-technical stakeholders, and enjoy helping shape both the product and the engineering culture. Required Skills * 7+ years of experience in software engineering, backend engineering, or adjacent roles * Strong Python skills, proficient with ML packages and distributed backends * Experience building production data pipelines and systems from scratch * Comfort working with both structured and unstructured data * Experience operating systems in production and owning reliability * Ability to work directly with customers or end users to understand requirements * Strong problem-solving skills in ambiguous, fast-moving environments Preferred Skills * Experience with agentic AI systems or similar orchestration frameworks for enterprise-grade reasoning and/or automation * Experience with document processing, NLP, or vector search * Experience with time-series or IoT data * Startup or early-stage product experience * Experience making architectural tradeoffs under real-world constraints Who We Are At Gecko, our people are our greatest investment. In addition to competitive compensation packages, we offer company equity, 401(k) matching, gender-neutral parental leave, full medical, dental, and vision insurance, mental health, ongoing professional development, family planning assistance, and flexible paid time off. Gecko values collaboration, innovation, and partnership, and we believe we do our best work when we're together in person. We’re an office-first culture but understand that sometimes you may need to work from home. Many people are in the office five days a week, others need a bit more flexibility. Ultimately, we care about the outcomes we achieve - and creating a culture of autonomy and trust that enables that impact. Gecko is committed to creating a culture of inclusion and belonging, and we are proud to be an equal opportunity employer. We believe it is our collective responsibility to uphold these values and encourage candidates from all backgrounds to join us in our mission to protect today’s infrastructure and give form to tomorrow’s. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, veteran status, age, or any other protected characteristic per federal, state, or local law. If you are passionate about what you do and want to use your talents to support our critical mission, we’d love to hear from you. Compensation Range: $140K - $245K

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As a staff level software engineer at Maven Clinic, you will be responsible for driving the technical vision and roadmap for our Platform and Product Teams. You will lead the design, development, and maintenance of highly scalable, performant, and reliable systems that support the growing opportunities in our product and platform systems. You will work closely with cross-functional teams to ensure the delivery of high-quality products and features that meet the needs of our customers and adhere to Maven's quality standards. As a Staff Software Engineer at Maven, you will: • Lead the design, development, and maintenance of highly scalable, performant, and reliable systems that support the growing needs of Maven's platform and backend teams., • Propose, design, develop and implement cloud-based solutions that ensure the agility, flexibility, and scalability of our systems., • Drive technical design discussions and provide guidance to team members on best practices, coding standards, and architecture principles., • Collaborate with and lead cross-functional teams to drive the development of new features and products, ensuring they meet the needs of our customers and adhere to Maven's quality standards., • Mentor and guide and mid-level engineers, helping to develop their technical skills and cultivate a culture of continuous learning and improvement., • Bachelor's or Master's degree in Computer Science or related field, or equivalent experience., • Minimum of 8 years of experience in backend development and platform architecture, with a proven track record of building highly scalable, performant, and reliable systems., • Experience designing and implementing complex distributed systems, including microservices architecture, containerization, and orchestration., • Strong expertise in developing cloud-based solutions, with hands-on experience in one or more cloud platforms (AWS, Google Cloud, Azure, etc.), including infrastructure as code and serverless architectures., • Proficiency in multiple programming languages (Java, Python, Go, etc.), • Experience building distributed systems with microservices and relational and nosql databases., • Experience leading technical design discussions and providing guidance on best practices, coding standards, and architecture principles., • Strong problem-solving and analytical skills, with a proven ability to deliver high-quality code in a fast-paced environment. The salary range for this role is $225,000 - $260,000 per year. You may also be entitled to receive a bonus, equity, and benefits. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.*Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the Pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The Pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past seven years in a row. We have offices in the US in New York and Philadelphia, with employees across 25+ states, as well as in London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements and more. YOUR ROLE The Supervisor, Integrated Investment is a mid-level leader responsible for overseeing a team of media professionals and ensuring the successful planning, buying, execution, and performance tracking of media campaigns. This role blends tactical media buying expertise with team leadership and client-facing responsibilities. The Supervisor serves as a key liaison between internal teams and external media partners, ensuring operational excellence, strategic alignment, and continual campaign performance improvement. You will lead campaign development, guide junior staff, and provide senior-level support across a portfolio of accounts, while maintaining strong vendor relationships and driving innovation. At XM, it's more than just doing the job, it's about doing things the right way and living our values of Trust, Reason, and Happiness, day in and day out. This role requires a candidate with proximity to our NYC office. We offer a hybrid work setting with employees working both onsite and from home. RESPONSIBILITIES: Campaign Tactical Planning & Execution • Translate media strategies into actionable investment plans aligned with client goals and audience insights, • Review and fine tune media plan recommendations for Director review, • Review and approve buys, authorizations, and placements created by junior team members, • Ensure all campaigns are executed on time, within budget, and in accordance with client expectations, • Manage the tactical mix of media channels (g., Linear TV, CTV, Digital, Audio, OOH, Social, Programmatic, Influencer, Content, Experiential) depending on campaign needs, • Serve as a day-to-day junior-level client contact for all campaign-related issues, optimizations, and strategic discussions, • Lead relevant client presentations and status meetings, articulating campaign performance, investment decisions, and recommendations, • Troubleshoot any campaign issues and provide timely resolutions and updates, • Build and maintain strong relationships with media vendors and platforms, • Lead negotiations for optimal rates, value-adds, sponsorships, and inventory packages, • Stay updated on market conditions, media trends, and opportunities for innovation or test-and-learn campaigns, • Oversee and guide the creation of reporting deliverables by junior team members, • Analyze campaign performance data and extract actionable insights, • Lead post-campaign analyses and work with analytics teams to measure ROI, efficiency, and engagement, • Ensure financial accuracy and timeliness in billing, invoicing, and reconciliation processes, • Track and manage campaign budgets, pacing, and forecasts, • Supervise and mentor a team of Assistants and Buyers, providing guidance, feedback, and performance evaluations, • Oversee day-to-day responsibilities of junior staff, ensuring quality control, timeline adherence, and best practices, • Foster a collaborative, inclusive, and growth-oriented team culture, • Participate in training new team and department members, • 5 years of agency media planning/buying experience, • Deep understanding of both traditional and digital media channels, pricing models, and performance metrics, • Strong client-service orientation and ability to build trust with senior stakeholders, • Prior experience managing and mentoring junior staff, • Excellent project management, communication, and organizational skills, • Strategic mindset and a passion for media innovation and industry trends This role requires a candidate with proximity to our NYC office. We offer a hybrid work setting with employees working both onsite and from home. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) We're looking for someone who has built consumer growth engines from scratch, knows what DTC health looks like at scale, and can bring that playbook to a category where trust and outcomes are critical. Perhaps you're a former founder, generalist growth hacker, or just a growth-obsessed operator who takes extreme ownership and thoughtful risks to find novel, creative growth channels that have massive impact. As the Director of Growth, Consumer at Maven, you will: Acquisition • Build and own Maven Consumer's paid acquisition strategy across channels: paid social, SEM, influencer, podcast, OOH, and emerging, with a focus on CAC efficiency and quality subscribers, • Own creative strategy in partnership with brand: strong POV on what messaging and formats convert, and a track record testing into breakthrough creative, • Develop and scale an SEO/content strategy that builds durable organic traffic over time, • Partner with Product to optimize onboarding, activation, and in-app conversion, • Own lifecycle marketing (email, push, SMS) from strategy through execution, with a focus on engagement, habit formation, and reducing churn, • Define and track the growth KPIs that matter: CAC, LTV, payback period, activation rate, retention curves, • Lead a lean, high-output growth team of FTEs, freelancers, and agency partners; hire well and develop the people you hire, • Partner with Finance on budget planning and channel-level ROI reporting, • 10+ years in growth or performance marketing, with at least 4 years in consumer health, wellness, or a DTC subscription business, • Track record owning and scaling paid acquisition budgets from $0 to $MM annually with measurable CAC/LTV results, • Hands-on experience in paid social (Meta, TikTok), SEM, and lifecycle tooling (Braze, Iterable, or equivalent) - you can dig into the data yourself, not just direct others to do it, • Uses AI as a force multiplier across the growth stack, from creative testing and copy iteration to analytics and campaign optimization — and expects the team to do the same, • Strong creative judgment: you know what good looks like, can brief and evaluate creative, and have moved metrics with it This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, or Seattle, WA, we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) You will partner with clinical, engineering, design, operations, and data leaders to deeply understand clinician and care team needs, translate them into high-impact product work, and deliver iteratively in a complex, fast-moving environment. You will enable care teams to deliver their best work — with AI top of mind in both how you build and what you build. From provider workflows and prescribing safety to care coordination and structured clinical data, you'll be building the platform that makes Maven's human × AI care model possible. This is an Individual Contributor (IC) role focused on strong execution, cross-functional partnership, and driving outcomes through influence, not direct people management. While there is no management component in the immediate future, future growth opportunities, including coaching and potentially managing others, will certainly arise. As Senior Product Manager, Care Delivery at Maven, you will: • Deeply understand Maven's clinical workflows, care team operations, and provider needs — identify and prioritize opportunities across prescribing, care coordination, documentation, and operational tooling, • Partner with clinical, engineering, design, and operations leaders to define solutions and deliver prioritized work iteratively, • Own and drive product execution: translate needs into clear requirements, lead sprint rituals, and ship high-quality work on time, • Partner in shaping the care delivery product strategy and roadmap in alignment with Maven's AI-first vision and company OKRs, • Drive AI integration into care workflows — ensuring every capability ships with intelligence that helps providers and care teams work at the top of their license, • Use data, clinical evidence, user research, and operational signals to inform prioritization, tradeoffs, and roadmap decisions, • Act as a product advocate across the organization — communicating clearly, leading demos, and aligning stakeholders around shared outcomesWe're looking for you to bring:, • 5+ years of Product Management experience building complex products in healthcare or care delivery — experience with clinical workflows, EHR integration, or provider-facing tools strongly preferred, • Proven ability to deliver and iterate on products in scrappy, fast-changing environments where ambiguity is the norm, • Experience partnering deeply with clinical teams, operations, and engineering to ship clinical products that work for real users, • Comfort diving into technical problems — APIs, cross-system workflows, data models — and communicating clearly across disciplines, • Strong product judgment and analytical rigor, with the ability to ground decisions in data, operational constraints, and clinical impact, • Excited about AI as both a product capability and a development accelerator — you use AI tools in your own work and think about how AI changes the products you build New York, NY; Remote, US (Hub cities) Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, San Francisco/Bay Area, CA, and Seattle, WA. This role is exclusively open to candidates in these locations. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA or Seattle, WA we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. This role requires active work authorization in the US. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) This role reports to the Head of Member Comms & Content and is ideal for someone who thrives in complexity, enjoys building systems that scale, and can translate Product and Clinical priorities into high-impact member experiences. As a Braze Lifecycle Manager at Maven, you will: • Own lifecycle operations & systems, • Lead end-to-end execution and optimization of lifecycle journeys across email, push, and in-app modal, • Act as the primary owner of Braze, including segmentation, personalization, QA, scheduling, and performance tracking, • Maintain lifecycle hygiene, orchestration logic, and system integrity across journeys, • Build an AI-native lifecycle engine, • Identify and implement opportunities for AI-driven personalization, automation, and journey optimization, • Partner with Data and Product to evolve toward trigger-based, adaptive, and predictive lifecycle systems, • Reduce manual execution through scalable workflows, templates, and automation frameworks, • Drive intake, prioritization, and operational excellence, • Manage intake across Product, Clinical, Marketing, and other stakeholders, • Own ticketing, prioritization, and execution workflows (e.g., Jira), ensuring clear timelines and delivery, • Serve as the connective tissue between strategy and execution, • Deeply partner with Product, • Translate product features, launches, and clinical protocols into lifecycle strategies that drive adoption and behavior change, • Embed lifecycle thinking into the product development process, • Ensure communications are tightly aligned with in-product experiences, • Drive engagement, retention, and behavior change, • Lead initiatives to improve activation, retention, re-engagement, and program enrollment, • Identify gaps and drop-offs in the member journey and deploy targeted interventions, • Support clinical goals (e.g., adherence, care plan completion) through lifecycle touchpoints, • Lead with data and experimentation, • Use analytics to identify performance gaps and opportunities, • Design and execute A/B tests and continuous experimentation, • Report on lifecycle performance and impact across key business and clinical metrics, • Ensure quality and member experience excellence, • Uphold a high bar for quality across all communications (brand, accessibility, tone, inclusivity), • Ensure consistency across channels and programs, • 3-5 years in lifecycle marketing, CRM, member or product communications, • Deep experience with Braze, including segmentation and personalization, • Proven success driving engagement, retention, and behavior change through lifecycle channels, • Operational & systems mindset, • Strong experience managing complex, cross-channel lifecycle systems, • Exceptional project management and stakeholder coordination skills, • Ability to manage intake across multiple teams while driving strategic priorities, • Comfort with analytics, reporting, and experimentation frameworks, • Ability to translate data into actionable insights and optimizations, • Curiosity and hands-on experience with AI tools, automation, or scalable content systems, • Interest in building AI-native lifecycle strategies (e.g., dynamic personalization, predictive triggers), • Experience working closely with Product, Engineering, or Clinical teams, • Experience in healthcare, digital health, or behavior change products, • Familiarity with clinical engagement or care journeys This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the Pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The Pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past seven years in a row. We have offices in the US in New York and Philadelphia, with employees across 25+ states, as well as in London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements and more. YOUR ROLE: We are seeking a Buyer, Integrated Investment for a full time temporary role to run through June. The Buyer oversees tactical planning, execution and reporting of campaigns. They utilize their knowledge of the media marketplace and media channels to brainstorm and ideate new activations and vendors for media campaigns. A successful Buyer is resourceful, organized, and energetic throughout the planning process. A strong communicator, you are comfortable in a fast-paced industry and handling multiple projects. At Crossmedia, it's more than just doing the job, it's about doing things the right way and living our values of Trust, Reason, and Happiness, day in and day out. This is what those values mean for a Buyer at Crossmedia. Reliable, ethical & operates in the best interest of Crossmedia & clients • Maintains a base-level knowledge of buying for both online and offline media channels: Digital (Banners, Audio, Video) Search, Social, TV, Radio, OOH [Out-of-Home], Print., • Owns vendor communications and developing relationships with clients., • Manages RFP process: developing partner consideration sets, putting together RFPs, and managing conversations & RFP development with partners., • Collaborates on the buying of media, vendor contracts, budget management by individual platforms, billing/invoicing for media campaigns., • Leads knowledge of media buying tools to execute plans and buys- Freewheel, SBMS/Adazzle, GCM & MOAT/IAS, GCM, Datorama, Tableau etc., • Applies principles of negotiation to ensure discounts and added value, • First 'gatekeeper' and reviewer for Assistant's work., • Ensures smooth campaign launch & execution and communicates updates internally and externally., • Deep understanding of the Digital media trafficking process, • Fully comprehends media strategy and tactical details., • Supports Supervisor/Director in the development of media approach, • Proactively encourages media + creative integration through cross-agency presentations and timelines, • Validates accuracy of data use for reporting, • Develops media POVs for clients, • Encourages thinking outside of the box., • Participates in training to enhance their professional growth., • Mentors Assistant Buyers; provides ongoing feedback and reviews to guide growth., • Displays a high level of personal dedication and motivation., • Positively contributes to our culture., • Troubleshoots team issues and concerns., • 2 years of experience in a media investment/buying role across online and/or offline channels, including campaign execution and managemen (Digital - Display, Audio, Video), Search, Social, and Traditional (TV, Radio, OOH, Print)., • Proficiency with media tools and platforms such as Freewheel, SBMS/Adazzle, GCM, MOAT/IAS, Tableau,, • Strong project and campaign management skills, including RFP development, vendor negotiations, trafficking, and pacing/reporting., • Effective communication and collaboration skills—able to manage vendor relationships, support internal teams, and clearly articulate media strategies. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Job Description This is our early career Tax Associate position—ideal for candidates with 1–2 years of relevant tax experience who are excited to learn and grow and have a commitment to being a tax professional. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Prepare individual income tax returns and related workpapers; progressively expand to partnerships, corporations, trusts, foundations, and gift returns., • Provide aid in preparing responses to tax notices, and gain exposure to audits, • Participate in tax planning and research, • Participate with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. While our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. Like a cocker spaniel. The attributes and talents that lead to success in the role are: Knowledge: • Solid foundation in individual taxation from coursework; eagerness to learn entity tax., • Familiarity with professional tax software/workpaper systems (we will train)., • Clear written and verbal communication; strong organizational skills and attention to detail. We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree in Accounting (or equivalent with accounting coursework)., • Minimum 1 - 2 years’ experience in tax or public accounting. Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As a Product Designer at Maven, you will: • Design key maternity journeys and features end-to-end, using AI to compress timelines and explore more options faster., • Build functional, high-fidelity prototypes using AI-assisted coding tools (Cursor, Claude Code, or similar) moving beyond static mockups., • Design agentic, adaptive UX where AI anticipates member needs, communicates confidence, and connects people to human care at the right moment., • Define how the system handles uncertainty, manages AI fallbacks, and maintains trust in high-stakes health contexts., • Partner closely with Engineering, Product, Clinical, and Data to scope MVPs, shape model outputs into intuitive interfaces, and ship with momentum., • AI fluency: You use AI tools daily (Claude, Figma AI, Relume, or similar) with strong prompting skills. AI is how you work, not something you're exploring., • Vibe coding: You can turn ideas into working prototypes using AI-assisted coding tools not just design files., • Technical depth: You've shipped code to production and understand how design decisions map to backend architecture and model behavior., • Product design craft: Strong portfolio with a high bar for quality edge cases, micro-interactions, and resilient flows, not just happy paths., • Mobile & web: Experience designing for mobile applications and responsive web., • Member-obsessed, with empathy for people navigating pregnancy, birth, and postpartum., • AI-native, you think in terms of what AI makes newly possible, not just how to bolt it on., • Comfortable with ambiguity. Energized by 0→1., • Experience in healthcare, health tech, or regulated domains., • Background working with ML/AI teams on model-driven products. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Director of GTM & Growth LOCATION: New York City (hybrid) SALARY: $160,000 - $185,000 base salary + bonus and equity (based on NYC, will be adjusted for geo) The Role: As the Director of GTM & Growth, you will architect the strategic execution of our global revenue-generating programs. This is a senior leadership role responsible for the growth lifecycle across our core segments: Institutional Investors, Wealth Managers, Family Offices, and Enterprise Accounts. You will evolve the growth function from manual campaign execution into a scalable, human-AI campaign ecosystem. You are a systems-builder who will design the automated workflows and "AI teammates" that drive predictable pipeline and global expansion. You will partner closely with Corporate Marketing for creative assets and Marketing Operations for the technical engine to ensure our market-facing teams are equipped to win. What You’ll Do: * Orchestrate Human-AI Ecosystems: Design integrated GTM systems that leverage AI to handle repetitive tactical execution, allowing the team to focus on strategic innovation and high-value creativity. * Build & Train "AI Teammates": Develop and implement AI-driven workflows that provide real-time insights, automate content personalization for our different segments, and handle continuous data analysis. * Global GTM Leadership: Lead the growth strategy across North America and EMEA, ensuring regional alignment and local execution excellence in partnership with our international leads. * Strategic Pattern Recognition: Move beyond backward-looking reporting. Use AI-augmented data to identify market shifts and performance patterns, enabling us to predict and adapt to market changes ahead of the competition. * ABM & Pipeline Architecture: Design "ABM Lite" programs and automated cross-functional workflows that connect Business Development, Sales, and Relationship Management (RM) teams to accelerate deal velocity and retention. * Paid Channel Strategy: Direct the strategy and budget for global paid media, shifting from manual management to an "always-on" predictive model that optimizes for the highest-value segments. * Cross-Functional Collaboration: Partner with Corporate Marketing to generate high-performing assets and Marketing Operations to build the robust technical engine required for a modern GTM stack. What We’re Looking For: * Experience: 8+ years in Growth Marketing, Demand Generation, or GTM leadership within B2B FinTech or SaaS. * Systems Thinker: Proven ability to architect automated workflows and use AI tools (LLMs, automation platforms) to scale marketing output without increasing manual overhead. * Tech Stack Fluency: Deep experience with systems including Salesforce, HubSpot, Qualified, Outreach, ZoomInfo, and HighSpot. * Highly Collaborative: Experience working effectively with Corporate Marketing, Marketing Operations, and Sales leads in a high-growth, global environment. * Data Sophistication: Ability to move beyond "what happened" analytics toward predictive, forward-looking strategic thinking. * Multi-Segment Expertise: Familiarity with the alternative investment landscape and the nuances of marketing to institutional and wealth personas. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

A family office and investment firm is seeking a Tax Director to manage traditional tax and family office services for its shareholders. The ideal candidate will have a Bachelor's degree and 8-12 years of relevant experience in family office environments. Responsibilities include overseeing tax proj

Job Description Join a fast-growing, multi-strategy investment platform managing over $800M in assets across venture capital, public equities, and family office strategies. The firm blends institutional rigor with entrepreneurial agility to back high-potential, category-defining companies. Our client is seeking a hands-on Controller to take ownership of the management company finance function and help scale it alongside continued firm growth. This is a high-impact role offering broad exposure across accounting, FP& A, treasury, and strategic finance, with direct visibility to senior leadership. Key Responsibilities: · Lead all aspects of management company accounting, including monthly, quarterly, and annual close, financial reporting, and workflow oversight · Build, refine, and maintain financial models to support revenue, expense, and cash flow forecasting · Partner with senior leadership on strategic planning, growth initiatives, and cost optimization · Own treasury operations, including cash management, liquidity planning, banking relationships, and payment oversight · Lead budgeting, forecasting, variance analysis, and development of management reporting packages · Provide actionable financial insights and support scenario analysis to guide decision-making · Oversee GP/family office financial operations, including capital activity, distributions, and partner-level reporting · Drive process improvements, strengthen internal controls, and support systems enhancements, audits, and compliance efforts This is a unique opportunity to step into a newly created role with real ownership, build and enhance a finance function, and gain direct exposure to senior leadership. The position offers a clear path toward senior finance leadership as the firm continues to grow. For immediate consideration please reach out to Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 5+ years of experience in asset management, private funds, or a family office · CPA/public foundation highly preferred · Proven experience with management company accounting; exposure to fund structures required · Advanced Excel skills with strong financial modeling capability · Strong communication skills with the ability to partner cross-functionally

Job Description Direct Counsel is partnering with a leading national labor & employment firm to add a seasoned Labor & Employment Associate to its New York office. This is an excellent opportunity for an attorney who wants to handle sophisticated, management-side work for major employers in a fast-paced, high-profile market. About the Role The hiring firm is seeking an attorney with: * 5–7 years of dedicated labor and employment law experience * Significant employment litigation experience (management-side) * Strong academic credentials and polished written/oral advocacy skills * Active New York Bar admission (must be able to practice in NY immediately) Experience with any of the following is a plus: * Defending and prosecuting breach of restrictive covenant matters (non-compete, non-solicit, confidentiality) * Drafting, negotiating, and advising on employment agreements * Executive compensation provisions and related contractual issues You’ll work closely with sophisticated employer clients, handling a mix of contentious matters and high-touch counseling for executives and leadership teams. Compensation – New York City To the extent this role is performed in New York City, the annual salary range is: $280,000 – $315,000 * Final placement within the range is contingent on experience, education, and relevant skills * Role includes eligibility for performance-based bonuses * The firm offers a generous, market-competitive compensation and benefits package Benefits & Platform Full-time (and qualifying part-time) employees enjoy a robust benefits package, which typically includes: * Comprehensive medical, dental, and vision plans for employees and eligible dependents * 401(k) with competitive features * Ample time-off programs * Mental health and wellbeing resources * Family-building and caregiving support * Paid parental leave * Life and disability insurance * Flexible spending accounts * Employee referral bonus opportunities The hiring firm is a long-standing leader in the management-side labor & employment space, known for: * Deep, focused experience in complex employment issues * A nationwide and global footprint serving employers of all sizes * A culture that values original thinking, collaboration, and practical, business-minded solutions * Strong investment in proprietary technology and innovation in employment law About Direct Counsel Direct Counsel partners with leading law firms and in-house legal departments nationwide to connect talented attorneys with outstanding opportunities. We take pride in matching professionals with roles that align with their expertise, values, and long-term career goals. Apply confidentially by sending your resume to

Job Description Hi, we're Oscar. We're hiring a Sr. Manager, FP&A to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Manager, Financial Planning & Analysis owns broad strategic financial planning, analytics, and business insights for important teams within the company. You will support leadership in identifying opportunities and plans to achieve the near, mid, and long-term top-line and margin targets of the organization. You will create new processes, reporting and guidelines to ensure visibility into patterns and projections, and present findings to senior leadership on a regular basis. You will report into the Sr. Director, FP&A. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $149,040 - $195,615 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Provide direct financial support to departmental business leaders, including setting of Operating Plan and Strategic Plan targets, evaluating multiple business cases to achieve those targets, and tracking of actuals versus expectations., • Provide financial oversight to the identification, validation, execution, and tracking of programs that improve overall financial performance., • Prepare initiative Return on investment (ROI), recommend prioritization framework; own quantification of initiative impact into forward-looking projections., • Validate proposed economics of proposed strategic transactions, partnerships, and vendor arrangements., • Propose new, and improve on existing, FP&A processes and governance., • Evaluate, present monthly and quarterly financial results relative to budget and other benchmark data including providing commentary for management reviews., • Partner with their departmental teams to lead best-in-class financial results including performance management., • Improve process improvements, automate monthly reporting and help with documentation., • Compliance with all applicable laws and regulations., • Bachelor's degree in Finance, Economics, or Accounting or equivalent work experience., • 6+ years of finance experience including FP&A experience., • 4+ years of experience with Budgeting, forecasting, variance analysis, financial modeling, pro forma analysis, short term and long term planning., • MBA in finance, MS in Financial Analysis., • Experience in managed care, healthcare or insurance., • Proficiency in SQL/BigQuery to analyze large data sets., • Proficiency working with NetSuite and Adaptive. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Investment Professional – Direct Private Equity Fully remote - US based 175 - 225K + upside Position Overview A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private companies. We are seeking an entrepreneurial, execution-focused investment professional to source, evaluate, and execute direct investments, while helping build a scalable deal pipeline and investment process. This is a high-ownership, high-accountability role with direct exposure to the Principal and CFO. The role is ideal for someone who wants to operate like an independent sponsor within a family office structure—owning deals from origination through closing and monitoring performance post-acquisition. The position can be full-time or part-time, depending on the candidate and deal flow. Investment Strategy • Equity Investment Size: $2M – $5M per deal, • Target Company Size: ~$5M – $10M enterprise value, • Deal Type: Majority control or 100% acquisition, • Deal Volume: ~2–3 transactions per year, • Financial Profile: EBITDA positive (or near breakeven), • Focus: Businesses with a clear, defensible value proposition, • Structure: Flexible (leverage, seller financing, earnouts, etc.), • Industry Scope: Generalist (excluding inventory-heavy / food businesses) Key Responsibilities 1. Deal Sourcing & Pipeline Development • Build and manage a proprietary deal pipeline, • Develop relationships with:, • Investment bankers, • Business brokers, • Intermediaries and referral sources, • Source both on-market and off-market opportunities, • Proactively originate deals through outreach and network development, • Track and manage pipeline activity in a structured manner 2. Investment Evaluation & Underwriting • Lead initial screening and qualification of opportunities, • Perform financial analysis and build investment cases, • Partner with the CFO on:, • Financial modeling, • Return analysis, • Capital structure considerations, • Evaluate:, • Business quality and competitive positioning, • Revenue stability and growth potential, • Key risks and operational considerations, • Prepare concise investment memos for internal decision-making 3. Due Diligence & Transaction Execution • Lead the deal process from LOI through closing, • Coordinate diligence, including:, • Financial review, • Customer and business validation, • Operational assessment, • Work with legal counsel on transaction structuring and documentation, • Negotiate key deal terms, including:, • Purchase price, • Seller financing, • Earnouts and incentives, • Manage transaction timelines and ensure efficient execution 4. Financing & Capital Structuring • Support sourcing and evaluation of debt financing when applicable, • Interface with lenders and financing partners, • Assist in structuring deals to optimize risk-adjusted returns 5. Portfolio Monitoring • Monitor performance of acquired companies, • Review financial results and track against underwriting expectations, • Maintain regular communication with management teams, • Identify key risks and performance issues early, • Support strategic decisions at a high level (without day-to-day operating responsibility) 6. Platform Development • Help build internal investment processes and playbooks, • Improve sourcing strategies and pipeline conversion, • Contribute to shaping long-term investment strategy Candidate Profile Strong preference for candidates with experience in: • Small / micro-cap private equity, • Search funds or independent sponsor environments, • Operator background (CEO, COO, or senior leadership in small businesses) Experience & Skillset • Demonstrated ability to source or drive deal flow, • Strong commercial judgment and business intuition, • Experience evaluating small to lower middle-market companies, • Ability to operate in a lean, unstructured environment, • Comfortable wearing multiple hats across sourcing, diligence, and execution, • Strong communication skills with the ability to engage owners, brokers, and advisors Personal Attributes • Highly self-directed and entrepreneurial, • Strong sense of ownership and accountability, • “Hunter” mentality for sourcing opportunities, • Practical and execution-oriented (not purely theoretical), • Comfortable working directly with senior decision-makers Send your resume to:

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Strategic Finance Associate! Fi is seeking a Strategic Finance Associate to provide strategic and analytical insights, support investor communications, and drive ROI-positive projects alongside senior management as the company scales. As the second hire for this team, you will play a pivotal role in equipping Fi's business leaders with data and tools to guide decision-making as we grow and explore new opportunities. The ideal candidate is a creative, persistent self-starter who thrives on analyzing complex data, contributing innovative ideas, and navigating ambiguity. Detail-oriented, humble, and a team player, you're eager to turn your passion for finance into real-world impact at a rapidly growing, investor-backed company.What You’ll Do: • Own and maintain Fi’s sales forecasts, financial models, and unit economics to support high-stakes decision-making, • Partner with the Data team to define, analyze, and report core business KPIs and key drivers of consumer behavior, • Prepare clear, decision-ready reporting for leadership and investors, • Work closely with Accounting to ensure financial accuracy, alignment, and clarity across the business, • Partner with the executive team on strategic initiatives, capital allocation decisions, and scaling efforts, bringing financial rigor to the company’s highest-impact opportunitiesWhat You’ll Bring:, • 1–3 years of experience in investment banking, consulting, venture capital, private equity, or a similarly rigorous analytical environment, • Strong financial modeling skills, including three-statement models, forecasting, and unit economics; advanced Excel fluency required, • Working knowledge of ROI, LTV/CAC, GAAP, and modern analytics tools such as Tableau or SQL; VBA a plus, • Structured, forward-looking thinker who can balance multiple priorities, bring clarity to complex situations, and translate messy data into sound decisions, • Comfortable working cross-functionally and synthesizing inputs from across the business into a coherent financial narrative, • Empathetic, collaborative partner who values diverse perspectives and supports teammates through strong analytical and organizational skills, • Strong belief in measurement and accountability as the foundation for influence and impactWhy You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.The anticipated base salary range for this position is $100,000–$120,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused

Job Description We are representing a prestigious New York–based Single Family Office seeking a CEO to lead all aspects of the platform. The office manages a diversified global portfolio across public markets, private equity, real estate and direct investments. The CEO will act as the principal steward of the family’s capital and values, overseeing investment strategy, risk management, governance, and operational infrastructure. This is a hands-on leadership role requiring discretion, judgement and long-term thinking. Key Responsibilities * Lead overall strategy, asset allocation and investment oversight • Partner closely with the family on vision, governance and succession planning, • Oversee internal investment team and external managers, • Supervise finance, tax, legal and reporting functions, • Manage risk, liquidity and capital planning, • 15+ years of senior leadership experience within a family office, institutional asset manager or private investment platform, • Demonstrated experience across multi-asset portfolio, • Strong governance and operational expertise, • High level of discretion and emotional intelligence, • Experience working directly with UHNW principals

Job Description The Chief of Staff is a high-visibility leadership role responsible for the operational success of the VP, General Manager's organization. Acting as a strategic partner, you will ensure the business operates at peak velocity by driving key initiatives, improving organizational effectiveness, and aligning teams around strategic priorities. You will translate high-level goals into clear execution plans across the business, providing clarity in a fast-paced, complex environment. This role is designed for a seasoned operator who excels at driving accountability among senior leaders and building the systems necessary to scale a SaaS business. You will identify operational gaps, mitigate risks before they impact the bottom line, and act as an extension of leadership—prioritizing, executing, and communicating critical projects to enable the executive team to operate at maximum efficiency. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. As a Chief of Staff You Can Expect: • Drive the Operating Cadence: Design and manage the GM's leadership meetings, QBRs, and planning cycles to ensure the team is aligned and hitting KPIs., • Force Execution: Partner with Product, Sales, CS, and Engineering leaders to unblock projects and hold senior stakeholders accountable for deliverables., • Prioritize Ruthlessly: Act as a surrogate for the GM in high-level meetings, surfacing critical risks early and filtering out noise to focus the organization on top priorities., • Build Systems & Visibility: Develop dashboards and reporting structures that provide real-time clarity on business health and cross-functional performance., • Lead Special Projects: Own high-impact, ambiguous initiatives that don't have a natural home (e.g., market expansion research, internal restructuring, or post-launch retrospectives)., • Facilitate High-Stakes Decisions: Prepare briefing materials, research, and frameworks that enable the GM to make fast, informed decisions., • Strategic Execution & Cross-Functional Leadership, • Partner with executive leadership to define, prioritize, and drive the company's most critical initiatives, • Help formulate and drive longer term business strategy as well as short term strategic planning and alignment with FP&A processes, • Lead cross-functional execution across Product, Sales, Customer Success, and Engineering to ensure alignment and delivery, • Proactively identify risks, surface issues early, and drive timely decision-making, • Operational Excellence & Systems Thinking, • Build and implement operating cadences, dashboards, and tracking mechanisms to measure progress against key priorities, • Establish structure and clarity in ambiguous or evolving environments, • Continuously identify opportunities to improve organizational effectiveness and execution, • Executive Partnership & Accountability, • Act as a trusted advisor and thought partner to senior leadership, • Help prioritize competing demands and ensure focus on the highest-impact work, • Hold executive leaders accountable for commitments, deliverables, and outcomes, • Communication & Alignment, • Drive alignment across the leadership team through clear communication, structured updates, and effective meeting cadences, • Prepare executive-level materials, including presentations, briefings, and business reviews, • Facilitate leadership meetings, ensuring clear agendas, decisions, and follow-ups, • Special Projects, • Lead high-impact, often ambiguous initiatives from concept through execution, • 5+ years experience in high-growth SaaS operator roles (e.g., Biz Ops, Product Ops, RevOps, or a prior CoS/Founder role) OR deep domain expertise in SaaS business models and operations gained from consulting and private/growth equity backgrounds., • Executive Presence: The confidence to challenge senior leaders and the diplomacy to drive consensus across competing departments., • Clarity from Chaos: A proven ability to walk into an ambiguous environment and build the structure, processes, and documentation needed to scale., • Deep SaaS Literacy: You understand the operational levers of a SaaS P&L—churn, NRR, CAC, and product velocity as well as financial levers - bookings/sales targets achivement, financial analysis, unit economics, financial performance ratios, • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $160,000 and $200,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Experience working with high‑net‑worth individuals and families, • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN BROOKLYN, NY Family office in ROCKLAND COUNTY is seeking a Controller. • Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes., • Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles., • Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking., • Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments., • Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting., • Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses., • Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings., • Maintain accounting systems, reporting dashboards, and data integrity across entities., • Prepare customized financial reports and presentations for principals and senior family members.

Job DescriptionWhat We Do Gecko Robotics is helping the world’s most important organizations ensure the availability, reliability, and sustainability of critical infrastructure. Gecko's complete and connected solutions combine wall-climbing robots, industry-leading sensors, and an AI-powered data platform to provide customers with a unique window into the current and future health of their physical assets. This enables real-time decision making to increase the efficiency and safety of operations, promote mission readiness, and protect the environment and civilization from the effects of infrastructure failure. Role at a Glance Gecko Robotics’ Manufacturing team is one of its newest and fastest-growing , building robotic and software systems that accelerate American industry and support critical government programs. As a Software Engineer, you will develop field and cloud software that powers robotic systems, process sensor data, and empower decision-making across the industrial base. You will collaborate daily with engineers of all disciplines, in addition to Non-Destructive Testing (NDT) experts, to help protect critical infrastructure and support national security initiatives. Due to government program requirements, candidates must be authorized to work in the United States. What you will do * Build cloud and field applications for use within the Military- Industrial Base * Create ontologies representing the digital thread of industrial assets * Architect robust interfaces between field and cloud software systems * Solve complex deployment problems as we ship software to edge devices around the US * Iterate quickly with today’s customers while building for the long run Technologies We Use * Python, Typescript, React * Google Cloud About You Required Skills * 5+ years of hands-on experience building and maintaining production systems * Bachelor’s degree in Computer Science, Computer Engineering, Electrical Engineering, Robotics, or a related technical field (or equivalent practical experience) * Proficiency with programming languages such as Java, C++, Python, JavaScript, or similar object oriented languages * Experience working with cloud-based infrastructure (GCP, AWS, or Azure) * Experience designing APIs and interfaces between distributed systems * Demonstrated ability to independently own and deliver complex technical projects end-to-end * Strong written and verbal English communication skills, with the ability to collaborate effectively across teams with varied technical backgrounds * Comfortable operating in fast-paced, rapidly evolving environments with dynamic objectives * Ability to work both independently and collaboratively within cross-functional teams * Willingness to travel periodically to other Gecko offices (including Pittsburgh, New York, and Boston) and to client sites as needed Preferred Skills * Experience building production systems using Python * Experience building frontend applications using React and Typescript (or JavaScript) * Experience working with 3D rendering techniques and frameworks * Experience supporting U.S. Government or Department of Defense programs * Familiarity with industrial inspection or Non-Destructive Testing (NDT) concepts is a plus (not required; Gecko provides domain training) Who We Are At Gecko, our people are our greatest investment. In addition to competitive compensation packages, we offer company equity, 401(k) matching, gender-neutral parental leave, full medical, dental, and vision insurance, mental health, ongoing professional development, family planning assistance, and flexible paid time off. Gecko values collaboration, innovation, and partnership, and we believe we do our best work when we're together in person. We’re an office-first culture but understand that sometimes you may need to work from home. Many people are in the office five days a week, others need a bit more flexibility. Ultimately, we care about the outcomes we achieve - and creating a culture of autonomy and trust that enables that impact. Gecko is committed to creating a culture of inclusion and belonging, and we are proud to be an equal opportunity employer. We believe it is our collective responsibility to uphold these values and encourage candidates from all backgrounds to join us in our mission to protect today’s infrastructure and give form to tomorrow’s. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, veteran status, age, or any other protected characteristic per federal, state, or local law. If you are passionate about what you do and want to use your talents to support our critical mission, we’d love to hear from you. Compensation Range: $180K - $235K

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions., • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes, • Strong understanding of DCF, binomial, and option pricing modelling techniques., • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method., • Perform market, industry, and economic research and analyses, • Review and summarize financial, corporate, and legal agreements and other documents, • Write narrative valuation reports and memorandums, • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate, • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus., • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg)., • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm., • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc., • Experience working with Capital IQ., • Highly Proficient in Microsoft Office, especially Excel and Word, • Good understanding of the accounting standards related to financial instruments and valuations is a plus., • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment, • Excellent written, interpersonal, and presentation skills, • Python programming/coding is a plus, • Individuals on the path to obtaining the CFA qualification is a plus. This job description is not an exhaustive list of all responsibilities, and duties may change Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description ** Please do not contact members of the team. Term: June – August 2026 (3 months, full-time) Permanent positions may be offered to selected candidates upon successful completion of their internship, subject to performance. About us Cornspring is an innovative FinTech start-up with a mission to empower Family Offices and Asset Owners with real-time, AI-driven data intelligence and portfolio insights. We are tackling one of the most complex and valuable challenges in finance. Our clients operate at the highest levels of global markets, managing billions in assets, yet they remain constrained by legacy systems that are slow, fragmented, and outdated. Cornspring is redefining Family Office services by applying state-of-the-art generative AI and Large Language Models to investment, accounting, and operational data. Our platform delivers faster insights, greater transparency, and entirely new ways of interacting with financial information. The role We are looking for an enthusiastic and driven Data Engineer Intern to build and maintain ingestion pipelines and validation / reconciliation logic. If you like system thinking, performance, reliability, and debugging complex problems with strong engineering discipline, we would love to speak with you. Key responsibilities • Build efficient data pipelines for financial data flows whilst ensuring data and analytics are leveraged for future growth., • Monitor data movement, transformation logic and performance of all pipelines as required to maintain data integrity and quality supplied to ML processes. Educational Background and Professional Experience • Undergraduate (junior/senior preferred) or graduate students in Computer Science, Data Science, or a related field., • Experience designing, building, and maintaining data pipelines for large-scale data solutions. Core Technical Proficiencies • Proficiency in Python, pandas and data science libraries plus solid SQL skills for querying and manipulating large datasets. Experience with PostgreSQL is preferred., • Ability to design scalable, secure data models and implement best practices for data storage and retrieval., • Familiarity with AI for coding, machine learning applications and approaches to maintain high-quality, compliant data for AI-driven use cases. Experience with data unit testing is preferred., • Good communication skills to collaborate with cross-functional teams - including data scientists, AI engineers, and business stakeholders - to deliver secure, high-performing data solutions., • Experience with unstructured data processing is a plus., • Compensation: $20-30 per hour, • Hybrid working: three days per week in our Manhattan office., • An opportunity to work at the forefront of AI-driven finance, tackling genuinely complex and high-impact challenges., • Hands-on exposure to advanced ML, LLM, and data technologies within real production systems., • A collaborative, high-ownership start-up environment offering exceptional learning opportunities., • The chance to help shape the future of Family Office and Asset Management technology.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We’re looking for a Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth. This role is ideal for someone who enjoys working cross-functionally, thrives in fast-moving environments, and takes pride in delivering reliable, polished client experiences. What You’ll DoSupport Account Operations * Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives. * Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts. * Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines. Data Quality and Reporting Support * Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly. * Assist with client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs. * Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed. Cross-Functional Collaboration * Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts. * Coordinate internally to ensure client needs are met efficiently and consistently. * Maintain detailed account documentation and notes in internal systems to support continuity and handoffs. * Share insights from account workflows to inform product and process improvements. What We’re Looking For * 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field. * Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion. * Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems. * Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners. * Clear communicator who can translate operational or data-related details into actionable insights. * Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared. Nice to Have * Experience in wealth management, private funds, family offices, accounting, or fintech. * Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting. * Experience with SQL or interest in developing technical and data analysis skills. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $95K

Job Description Position Title: Senior Manager, Data Strategy and Evaluation, Food and Benefits Access Reports to: Associate Vice President, Food and Benefits Access Department: Food and Benefits Access Organization Summary: United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Senior Manager, Data Strategy and Evaluation - Food and Benefits Access UWNYC’s Food and Benefits Access strategy follows a place-based model—partnering directly with community-based partners to design solutions informed by local knowledge, neighborhood priorities, and the lived experiences of community members. Position Overview: The Senior Manager, Data Strategy and Evaluation leads the strategic use, synthesis, and communication of data across UWNYC’s Food & Benefits Access (FBA) unit. This role conducts applied data analysis and oversees the development of analytic products and reporting across FBA programs and FeedNYC to support planning, prioritization, and continuous improvement. The Senior Manager will play a critical role in fostering a data-informed culture across FBA programs and translate complex findings into clear, actionable insights and reports that guide organizational and network-level decision-making. Primary Responsibilities: Data Strategy • Operationalize an FBA data strategy to ensure data informs program strategy, resource allocation, and operational decision-making., • Partner with FBA leadership to translate strategy into actionable metrics, and integrate analytic insights into program and network decision-making., • Collaborate with the Director, FeedNYC Data Systems to ensure analytic insights inform system enhancements and operational workflows., • Foster a data-informed culture across FBA programs, embedding the use of data into planning, operations, and continuous improvement., • Guide FBA teams on using data effectively to support strategic goals. Data Synthesis & Insight Generation • Conduct analyses of FBA program and FeedNYC data to identify trends, service gaps, performance indicators, and emerging needs., • Synthesize quantitative and qualitative findings into actionable insights that inform strategy, policy, and operational priorities., • Develop, monitor, and refine key performance indicators (KPIs) across FBA programs, • Design and lead network surveys and assessments to understand provider capacity, emerging needs, and system-wide trends., • Manage and collaborate with external consultants to develop a data training curriculum. and resources, strengthening effective use of data across FBA and the network. Data Communications • Create written reports, memos, presentations, and data visualizations that communicate insights from data analysis of FBA workstreams and the broader emergency food network., • Translate complex data and analyses into clear, accessible narratives and visualizations for internal and external audiences., • Support the creation of data dashboards and tools that provide accessible data to program team., • Monitor and draw on existing research and community data sources to enrich internal analysis and provide a more complete understanding of NYC’s emergency food landscape., • Facilitate internal data reviews and quarterly discussions with FBA leadership to support planning, prioritization, and course correction., • Lead quarterly data discussions with FBA teams to review progress across multiple streams of work and surface key insights. Skills, Knowledge, and Experience: • Bachelor’s degree in evaluation, data analytics, public health, data science, social sciences, or a related field with a minimum of 5 years of experience., • Master’s degree and 5 years of experience preferred., • Experience in the non-profit sector is a must., • Foundational understanding of food access, public health and the NYC antipoverty landscape preferred., • Experience working with social services, health, or food distribution data and ability to maintain data confidentiality., • Strong analytical skills, including proficiency with Excel; experience with data visualization tools (e.g., Tableau, Power BI, etc.) a plus., • Demonstrated Ability to translate data into clear, accessible insights for diverse audiences, including community partners., • Strong attention to detail, organization, and time management, with the ability to manage multiple data tasks simultaneously., • Strong written and verbal communication skills., • Familiarity with project management and documentation practices., • Experience with survey tools (e.g., Qualtrics, Google Forms) and virtual collaboration tools (e.g., Zoom) preferred., • Comfort traveling across NYC’s five boroughs on public transportation. Key Competencies: • Relationship Oriented, • Compassion, • Effective and Engaging Communicator, • Critical Thinking and Creative Problem Solving, • Planning and Project Management United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. Additional Information: • UWNYC is presently on a Hybrid/In-Person work schedule. Work Sample Requirement As part of the application process, candidates may be asked to submit a writing or project sample that demonstrates their relevant skills and experience. Please note that all identifying information may be redacted, including names of individuals, organizations, or any confidential details. We are primarily interested in understanding your approach, thought process, and quality of work. Benefits & Perks United Way of New York City offers a comprehensive and competitive benefits package designed to support the well-being, growth, and work-life balance of our employees: • Comprehensive Health Coverage – Medical, dental, and vision plans to support you and your family, • Retirement Savings – 401(k) plan with employer contributions to help you plan for the future, • Paid Time Off – Up to 25 days annually, in addition to holidays, • Hybrid Work Schedule – Employees work in-office Tuesday through Thursday, with remote work on Mondays and Fridays, • Summer Fridays – Enjoy early closures on Fridays during the summer months, • Tuition Assistance – Financial support for continued education and career advancement, • Professional Development – Ongoing learning opportunities to support your growth and success, • Wellness & Gym Reimbursement – Support for your physical and mental well-being through eligible wellness and fitness expenses We are committed to fostering a workplace where our employees feel supported, valued, and empowered to thrive. How To Apply: Please apply on our United Way of New York City career page. United Way of New York City is an Equal Employment Opportunity Employer

Job Description Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at Location: NYC - hybrid 3 days a week, subject to change to 5 at anytime. What You Would Get To Do The Associate Project Manager, Portfolio Specialist provides essential support in delivering high-touch hospitality experiences for the Investment Banking Division of a major financial institution. This role assists with executive-level dining and event arrangements, helping to coordinate high-end dining experiences, manage reservations, and liaise with top-tier restaurants to ensure seamless execution for senior banking executives and VIP clients. Working closely with the broader events team, this position requires strong attention to detail, organizational skills, and a commitment to delivering exceptional service. The ideal candidate has a passion for luxury hospitality, thrives in a fast-paced environment, and is eager to contribute to a world-class client experience. Your Contributions Concierge & Event Support • Assist in tracking event attendees, budgets, and venue data within event management platforms (e.g., Cvent) to support strategic planning and reporting., • Manage documentation, compile guest lists, coordinate approvals, and maintain organized records for concierge-related events and experiences., • Support the booking process for executive dining experiences and entertainment requests, liaising with vendors and ensuring accurate scheduling and confirmations., • Help with venue research, contract tracking, and invoice processing to ensure seamless event execution., • Responsible for accurate and timely budgeting, invoicing, and reconciliation of events, ensuring all financial aspects are properly documented and processed., • Assist in compiling client briefings for executive-level dinners and events, ensuring all relevant attendee details are documented., • Stay informed on new restaurant openings, hospitality trends, and VIP entertainment options to support event planning efforts., • Work closely with internal banking teams to collect invitee lists, manage RSVP tracking, and ensure alignment on event objectives., • Keep team members and internal stakeholders well informed of all relevant logistical information, ensuring timely and effective updates as needed., • Work with the team to ensure adherence to client standards of operations and best practices., • Share knowledge of best practices regarding new suppliers, services, and venues while proactively integrating improvements and creative solutions into future events. Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at FIRST. Please contact if you need accommodation at any stage of the recruitment process. • 2-4+ years of experience in event coordination, hospitality, corporate services, or administrative support., • Proficient with Microsoft Office applications such as PowerPoint and Excel, • Strong attention to detail and ability to manage multiple tasks simultaneously in a fast-paced environment., • Experience with data entry, reporting tools, and event management platforms (e.g., Cvent, Excel, CRM systems) is a plus., • Good written and verbal communication skills, with the ability to interact professionally with executives, vendors, and stakeholders., • Proactive approach to handling logistics, troubleshooting challenges, and ensuring seamless execution of hospitality services., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-KM1 #LI-Hybrid FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements: