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Zurich is currently looking for an Underwriting Specialist or Executive Underwriter Management Liability. As we are expanding, we are looking for candidates to work out of our following location: Baltimore, Maryland Virtual Office, Owings Mills, Washington DC, or Washington DC Virt. Office. We are open to remote work for the right candidate located any where within the U.S.. As a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. Identifying growth opportunities by determining our customer’s insurance needs and providing the right solutions will also be a critical responsibility of this position. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose., • Mentor team members. This role will be filled at either the Underwriting Specialist or Executive Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Underwriting Specialist: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills, • Strong relationship building skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Baltimore, AM - Maryland Virtual Office, AM - Owings Mills, AM - Washington DC, AM - Washington DC Virt. Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-RA1 #LI-HYBRID #LI-ASSOCIATE

Job Description Fiduciary Trust & Estate Paralegal Compensation: !100K - $185+ DOE) Our global law firm client needs to add an experienced T&E paralegal with Fiduciary knowledge and experience gathering and assisting with the preparation of 706's, 1041's accountings. The ideal candidate will join this fabulous global law firm and join a solid team of experienced attorneys, tax professionals, and paralegal in supporting their high-net worth clients. Our client is offering a generous base salary, excellent benefits and much more. Responding candidates much have the appropriate work experience, have a professional demeanor and strong work ethic and be able to provide quality service. If you would like to explore this opportunity and wish to learn more specific details about this position, PLEASE EMAIL YOUR RESUME DIRECTLY TO: for immediate and confidential review.

Trusts & Estates Paralegal - Estate Administration, & Probate Matters; NY, NJ, & FL Danna & Associates, P.C., is a boutique elder law, and estate planning firm, located in Staten Island, New York. Open and located on Forest Avenue for over 30 years. The Trusts & Estates Team is in search of an experienced Paralegal with a positive, flexible attitude, to assist multiple attorneys. You will thrive in this role if you have significant hands-on experience in New York, New Jersey, or Florida estate administration. It is important to note, advanced proficiency in Microsoft Excel is mandatory. This position requires regular preparation of informal and formal accountings, and estate analysis across multiple matters. Key Responsibilities Prepare and file probate and administration petitions, citations, waivers, and related Surrogate’s Court documents. Handle NYSCEF e-filing and monitor court deadlines. Prepare informal and formal fiduciary accountings. Collect information to analyze estate assets, while keeping your asset sheet updated. Prepare detailed estate analyses. Track estate transactions, distributions, and expenses. Coordinate payment of debts, taxes, and beneficiary distributions. Communicate professionally with clients, fiduciaries, financial institutions, and court personnel. Qualifications Minimum 3+ years of New York estate administration experience required. Working knowledge of Surrogate’s Court procedures and e-filing. Advanced proficiency in Microsoft Excel is mandatory. This position requires regular preparation of informal and formal accountings, transaction tracking, and estate analysis across multiple matters. Excellent written and verbal communication skills. Strong organizational skills and ability to manage multiple matters simultaneously. Self-directed, proactive, and deadline-driven. Notary Public certification preferred. Compensation & Benefits Competitive salary commensurate with experience 401(k) with employer contribution Health benefits Disability supplemental insurance Paid time off and paid holidays Please submit resume and cover letter to *we ask that applicants do not call the office to keep lines open for clients and court. Thank you.

A prominent NYC real estate law platform is expanding and seeking a Condominium / Cooperative Attorney with strong board governance experience (8–12 years). This is a hybrid role offering meaningful client interaction, sophisticated board advisory work, and long-term growth within a well-established real estate practice. You will advise condominium and cooperative boards on: • Governing documents and amendments, • Bylaws and proprietary lease interpretation, • Fiduciary and governance issues, • Shareholder disputes and enforcement matters, • Regulatory compliance, • Complex board decision-making and strategic counsel Ideal profile: • 8–12 years of NYC condo/co-op experience, • Strong governance and advisory background, • Confident client-facing presence, • Excellent drafting skills, • Ability to independently manage board relationships Compensation range: $190K–$350K base, commensurate with experience. Origination credit available. This opportunity is confidential. All inquiries handled discreetly.

📢 Of Counsel – Business Litigation - Newark, NJ Full-Time | Senior Attorney | Commercial Litigation About Us: Our client is a full-service commercial law firm with a strong reputation for representing multinational corporations, financial institutions, and business clients in complex commercial disputes. Our litigators are active in federal and state courts, arbitration, and appellate matters, and the firm’s Litigation Department has been repeatedly recognized by Benchmark Litigation, Chambers USA, and the New Jersey Law Journal for excellence. Position Overview: We are seeking an experienced Of Counsel – Business Litigation attorney with approximately 10 years of experience to join our dynamic litigation team in Newark, New Jersey. The ideal candidate will have a strong background handling breach of contract disputes, business breakdowns, shareholder disagreements, and other commercial litigation matters. This role offers high-visibility work with sophisticated clients, meaningful case responsibility, and the opportunity to collaborate closely with senior partners and colleagues across offices. Key Responsibilities • Lead and manage all phases of complex commercial litigation in federal and state courts, including pleadings, discovery, motion practice, and trial preparation., • Advise clients and develop litigation strategy in disputes involving breach of contract, business and shareholder disputes, governance claims, fiduciary duty matters, and related commercial issues., • Prepare and draft substantive pleadings, motions, briefs, and other litigation documents., • Engage directly with clients on case strategy, risk assessment, and legal counsel., • Mentor junior attorneys and contribute to business development efforts., • Collaborate with colleagues across practice groups and office locations to align litigation strategy with client business goals. Qualifications • Juris Doctor (J.D.) from an accredited law school., • Admission to practice in New Jersey (admission or eligibility to waive into New York strongly preferred)., • Approximately 10 years of business litigation experience, including significant exposure to breach of contract and shareholder dispute matters., • Track record of managing complex litigation independently and delivering excellent client service., • Excellent legal writing, analytical, and advocacy skills., • Strong interpersonal skills and ability to thrive in a collegial, client-focused environment. Why our firm? • Work on high-impact, complex commercial matters with leading clients., • Collaborative, inclusive culture that supports professional growth and leadership opportunities., • Salary Range: $255,000 – $285,000 annually + discretionary bonus. Final compensation will be determined based on experience, skills, and qualifications., • Benefits: We offer a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k)-retirement plan, paid time off, and other firm-sponsored benefits and perks. send resumes to Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation, or any other legally protected status. EOE/Vet/Disabled

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. The Role As Vice President of Client Success, you will lead and scale LearnLux’s Client Success function, owning the full post-sale customer lifecycle and ensuring our partners achieve measurable, meaningful outcomes from our platform. This is a highly visible leadership role with direct responsibility for retention, expansion, customer satisfaction, and long-term customer value. You’ll build, manage, and mentor a team of Client Success Managers, setting the vision, structure, and operating rhythm for how we engage with customers as we continue to grow. You’ll partner closely with Sales, Product, Marketing, and Finance to align on customer strategy, feedback loops, and revenue goals, and will play a critical role in shaping how LearnLux delivers value to employers and their employees at scale. This role is remote within the U.S., with a preference for candidates located near NYC for occasional leadership team meetings. This role reports to the CEO and Co-founder. What you’ll do • Own the end-to-end Client Success strategy, including onboarding, adoption, engagement, renewal, and expansion., • Build, lead, and develop a high-performing team of Client Success Managers, including hiring, coaching, performance management, and career development., • Establish clear goals, KPIs, and operating metrics for Customer Success, with a strong focus on retention, customer health, and long-term account growth., • Serve as a senior, strategic partner to key customers, acting as an executive sponsor and trusted advisor for priority accounts., • Design and continuously improve CS processes, playbooks, and workflows to support a growing and increasingly diverse customer base., • Partner cross-functionally with Sales on renewals and expansions, with Product on customer feedback and roadmap input, and with Marketing on customer storytelling and advocacy., • Build scalable systems for gathering, synthesizing, and operationalizing customer insights to inform product and business decisions., • Represent the voice of the customer internally, ensuring customer needs, challenges, and opportunities are reflected in company priorities. You should bring • 10+ years of experience in Customer Success, Account Management, or a related customer-facing leadership role, ideally in a high-growth B2B SaaS environment., • Proven experience building and leading Customer Success teams, including managing managers and scaling CS operations., • A strong track record of driving retention, customer satisfaction, and expansion revenue., • Experience owning executive-level customer relationships and navigating complex stakeholder environments., • Strategic mindset with the ability to balance big-picture planning with hands-on execution., • Excellent communication and interpersonal skills, with the ability to influence across functions and at the executive level., • Comfort operating in ambiguous, fast-moving environments and building structure where it doesn’t yet exist. It would be great if you also • Have experience in HR tech, fintech, benefits, or financial wellness., • Have worked with enterprise customers., • Have helped scale a CS function from early growth stage through more mature operations., • Are familiar with product-led or data-driven approaches to customer health and engagement., • Are based in or near NYC and able to join in-person leadership sessions as needed. LearnLux is a fit for you if you • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow., • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist., • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward., • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us., • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here., • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes., • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate. Benefits • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture, • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or historically marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Private Wealth Paralegal The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Oversee all aspects of trusts and estates in probate., • Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate., • Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts., • Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files., • Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding., • Prepare for federal audit or state gift/estate tax audits., • Research and investigate any requests, problems or issues, and resolve with appropriate parties., • Prepare initial drafts of client correspondence and memos., • Responsible for client contact and communication to clients., • Perform file organization and maintenance., • Maintain up-to-date time reports to ensure accurate client billing. Supervisory Responsibilities • On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process. Knowledge, Skills And Abilities • Bachelor’s degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus., • Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable., • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties., • Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions., • Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines., • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 37.5 hours to perform the essential duties of the position., • Ability and availability to travel to other firm locations when required. For our New York office, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Senior Trusts & Estates Attorney – Hybrid (New York) A well-regarded New York law firm is seeking a Senior Trusts & Estates Attorney to join its growing private client practice. This hybrid role offers the opportunity to work with high-net-worth individuals and families on sophisticated estate planning and administration matters within a collaborative, client-focused environment. Key Responsibilities: • Advise clients on advanced estate planning strategies, including wills, revocable and irrevocable trusts, and tax-efficient wealth transfer planning., • Oversee complex estate and trust administration matters, including probate and fiduciary proceedings., • Draft and review comprehensive estate planning documents, including trusts, wills, powers of attorney, and healthcare directives., • Provide counsel on federal and New York estate, gift, and generation-skipping transfer tax issues., • Partner with clients, financial advisors, and accoun The annual salary for this position is between $200,000 - $250,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. Benefits: The firm offers a full benefits package including medical, dental, vision, a retirement plan and paid holidays.

AEGIS Insurance Services, Inc. (“AEGIS”) has an immediate opening for a Litigation Counsel or Senior Litigation Counsel responsible for overseeing an inventory of complex Professional Liability claims at the excess level. Candidate will effectively manage assigned claims and provide claims services and appropriate advice to AEGIS and its Members-Policyholders. Job Requirements: • Minimum 5 to 8 years of experience in insurance claims or related legal field, • Experience with coverage analysis, litigation procedures, and management/negotiation of large and/or complex claims, • Experience managing D&O, Fiduciary, EPL and/or Cyber claims a plus, • Law degree from an ABA accredited school and admission to a state bar, • Professional insurance designations a plus, • Working knowledge of the energy industry a plus, • Proficiency with Microsoft Office: Specifically Word, Excel, and PowerPoint, • Ability to effectively present to varied audiences Candidate Attributes: • Collaborative Communications and Behavior: Develops and maintains effective working relationships as a team member and across divisions; readily collaborates and shares information, seeks and provides constructive feedback, and supports a respectful workplace, • Initiative and Accountability: Proactively addresses opportunities to enhance AEGIS’ people, processes, products, and services, takes ownership for one’s responsibilities by acting with integrity and in the best interest of the organization and stakeholders, • Quality-Focused: Demonstrates a solution-focus, displays thoroughness and accuracy through quality deliverables, and demonstrates persistence and perseverance in achieving concrete and tangible outcomes, • Service-Oriented: Conveys a genuine desire and ability to anticipate and meet customer needs and creates and nurtures mutually beneficial relationships within AEGIS and with AEGIS Members and brokers Essential Job Functions: Management of Assigned Claims • Achieve timely and proper coverage analysis and verification, and effectively communicate AEGIS’ coverage positions on assigned claims, • Achieve timely and accurate evaluation of liability and damages, • Achieve timely and adequate establishment and adjustment of UNL and NUNL reserves reflecting AEGIS’ ultimate probable cost/exposure, • Achieve timely and appropriate reporting to file, claims management and reinsurers, as needed, • Provide advice, technical assistance and case management direction to insureds’ claim professionals and defense attorneys in the investigation, evaluation, negotiation, settlement and defense of claims and litigation, as appropriate, • Conduct or participate in settlement negotiations in conjunction with insured’s personnel and counsel, when appropriate, • Consult with Claims management and the Claims Review Committee, as required, in the evaluation and management of assigned claims, • Assist in the development of policy and standards for the Claims Division, • Foster and maintain good working relationships with insureds, counsel, brokers, and reinsurers, • As requested, provide advice and guidance to AEGIS colleagues in the evaluation and management of claims, analysis of coverage issues and in the research and review of statutory and common law, • Ensure the smooth operation of the department when the Claims management team is unavailable, • Keep abreast of developments in the law and their applicability and impact on claims EOE AEGIS Insurance Services, Inc. participates in E-Verify We expect to pay a starting salary between $120,000 and $150,000. An applicant’s placement within this range is based on their individual qualifications and professional experience. In addition to base salary, AEGIS employees are eligible to participate in the Company’s annual incentive program, with competitive awards based on corporate and individual performance. In addition, we offer a comprehensive and competitive suite of options for health & wellness, retirement, income protection, time off and additional benefits: • Health & Wellness: medical, dental, vision, mental health support, health savings account with a Company contribution, wellness and employee assistance programs, • Retirement: 401(k) plan with matching contribution, • Income Protection: life, disability, accident and critical illness insurance, • Time Off: Vacation days, sick days, holidays and family/military leave options, • Other: Commuter benefits, pet insurance, hybrid work schedule available, • Growth: Tuition assistance and professional development opportunities

About the Firm Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures. Our practice integrates: • Institutional-quality investment management, • Advanced trust and estate planning coordination, • ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance), • Tax-aware wealth structuring As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional. The Opportunity We are seeking a CFA Charterholder to serve as a senior investment authority within the firm. This is a hybrid role that combines: • Institutional portfolio strategy, • UHNW client-facing engagement Core Responsibilities Investment Leadership • Design and oversee strategic asset allocation frameworks, • Conduct rigorous manager and fund due diligence, • Monitor portfolio risk exposures across market cycles, • Develop capital market assumptions and forward-looking outlooks, • Participate in high-level client meetings alongside senior advisors, • Articulate portfolio positioning and macroeconomic insights with clarity, • Address complex liquidity, risk, and concentration issues Develop working expertise in: • Trust planning structures and estate strategy coordination, • Generational wealth transfer considerations, • ERISA fiduciary standards, • 401(k), Defined Benefit, and Cash Balance plan design Ideal Candidate Profile • CFA Charterholder strongly preferred, • 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment, • Experience presenting to sophisticated high-net-worth investors, • Strong executive presence and professional polish, • Clear, articulate communicator — capable of commanding a room, • Demonstrated intellectual rigor and independent thinking, • Exposure to estate planning structures, • Familiarity with ERISA and retirement plan advisory, • Experience with complex, multi-entity family wealth structures What This Role Is Not • Not a junior analyst role, • Not a commission-driven sales position Who Will Thrive Here This role is ideal for a professional who: • Values intellectual rigor over sales theatrics, • Wants direct access to decision-makers, • Seeks exposure to complex UHNW planning environments, • Desires long-term growth within a boutique, high-integrity platform Compensation & Benefits • Base Salary Range: $150,000 – $250,000 (commensurate with experience and depth of expertise), • Performance-based bonus aligned with investment oversight, client impact, and strategic contribution, • 401(k) retirement plan, • Comprehensive health insurance coverage, • Dental insurance, • Vision insurance

A well-established and highly regarded law firm in New York is seeking a mid-level Trusts & Estates Attorney to join its growing private client practice. This role offers the opportunity to work on sophisticated estate planning and estate/trust administration matters for high-net-worth individuals, families, and closely held business owners. Key Responsibilities: • Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and health care directives, • Advise clients on estate, gift, and generation-skipping transfer tax planning strategies, • Handle estate and trust administration, including probate proceedings and fiduciary guidance, • Prepare federal and New York estate tax filings, • Collaborate with financial advisors, accountants, and family offices, • 4–7 years of trusts and estates experience, • Strong drafting skills and experience with complex estate planning structures, • Familiarity with New York probate procedures and Surrogate’s Court practice, • Experience with federal and New York estate and gift tax matters, • Excellent communication and client-facing skills, • Salary range: $170,000-$235,000 annually + performance bonuses, • (Factors that may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.), • Comprehensive benefits package, subject to eligibility requirements, including:, • Medical, dental, and vision insurance, • 401(k) retirement plan, • Paid holidays annually

Trust & Estate Paralegal (Newark, New Jersey) 2 days remote A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties. Hybrid 2 days remote Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge of Estate Finances. • Manage estate and trust fiduciary accounts and checkbooks, • Prepare checks for expenses, distributions, and disbursements, • Reconcile bank statements and maintain accurate records, • Coordinate with attorneys to ensure timely payment of invoices, • Communicate with clients, beneficiaries, and professionals, • Gather and analyze probate and non-probate asset information, • Prepare asset inventories and assist with estate accountings, • Track trust income, expenses, distributions, and beneficiaries, • Draft routine correspondence and assist with court filings, • 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm, • Associate’s or Bachelor’s degree, or Paralegal Certificate

Join a Leading Real Estate Law Firm in NYC Belkin · Burden · Goldman, LLP (BBG) is a top-tier real estate law firm with approximately 60 attorneys dedicated exclusively to real estate law. Since 1989, BBG has been the trusted legal partner for owners, developers, lenders, REITs, landlords, property managers, and cooperative and condominium boards across New York City. Our firm is known for its deep bench of legal talent, strategic litigation capabilities, and unwavering commitment to client success. We are currently seeking a Condominium / Cooperative Attorney (Governance Focus) with approximately 8+ years of experience advising sophisticated condominium and cooperative boards on governance, operations, and day‑to‑day legal matters. The ideal candidate is currently managing a substantial portfolio of boards independently and is comfortable serving as primary outside counsel to board leadership and managing agents. This role is advisory‑focused and client‑facing, requiring strong judgment, deep knowledge of New York condominium and cooperative law, and the ability to manage multiple boards simultaneously. Candidates should also have an interest in developing long-term client relationships and participating in marketing and business development initiatives. What You’ll Do • Serve as primary legal counsel to condominium and cooperative boards on governance, compliance, and operational matters., • Advise boards on bylaws, proprietary leases, declarations, house rules, board procedures, elections, and fiduciary obligations., • Attend and advise at board and annual meetings., • Counsel boards on day‑to‑day issues, including disputes, risk management, and policy implementation., • Coordinate with managing agents, accountants, engineers, and other professionals., • Draft and review governance documents, resolutions, amendments, and related materials., • Oversee and manage board portfolios independently with minimal supervision., • Participate in client development and Firm visibility efforts, as appropriate for senior attorneys., • Adhere to all Firm policies and procedures., • Perform other duties as assigned. What We’re Looking For • J.D. from an accredited U.S. law school., • Active New York State Bar license and in good standing., • Approximately 8+ years of experience advising condominium and cooperative boards, with a strong governance focus., • Demonstrated ability to manage a high volume of boards independently., • Deep knowledge of New York cooperative and condominium law., • Strong judgment, practical problem‑solving skills, and board‑level client management experience., • Excellent written, oral, and interpersonal communication skills., • Ability to manage competing priorities in a fast‑paced environment., • Portable book of business is a plus, but not required., • Collaborative, professional, and service‑oriented mindset., • Strong organizational skills and attention to detail. Why BBG? At BBG, we believe in empowering our attorneys with the tools, flexibility, and support they need to thrive. We offer a competitive compensation package and a culture that values professional growth, work-life balance, and long-term career development. Our benefits include: • Hybrid Work Schedule: Work remotely 2 days per week, plus 2 additional remote weeks annually., • Summer Fridays, • Pre-Tax Commuter Benefits, • Comprehensive Medical Insurance with Firm Participation, • 401(k) Plan with 10% Firm Match, • CLE Offerings and Professional Development Support, • Collaborative, Collegial Culture *Benefits are subject to change based on firm needs. Compensation and title will be dependent on several factors including but not limited to years of experience involving these roles and responsibilities, portable book of business, years of experience within the industry, education, etc. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. We are an Equal Opportunity Employer.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Role As a Senior Tech & Product Recruiter at SmartAsset, you will serve as a strategic talent partner across our Engineering, Product, Data, and AI organizations. You will drive end-to-end hiring efforts for critical technical and product roles, helping the company scale high-impact teams that power our core platform and customer experience. This is a high-impact position that combines hands-on recruiting execution with process improvement, data-driven decision making, and cross-functional leadership. You will work closely with senior leaders to define hiring strategies, build scalable recruiting practices, and deliver exceptional candidate experiences. What You'll Do • Partner closely with Engineering, Product, Data, and AI leadership to understand hiring priorities and develop strategic recruiting plans., • Own the full-cycle recruiting process for technical and product roles, from intake through offer and close., • Source, engage, and assess top technical and product talent using advanced sourcing strategies, including LinkedIn, niche platforms, communities, and personal networks., • Build and maintain diverse, high-quality talent pipelines aligned to current and future hiring needs., • Serve as a trusted advisor to hiring managers, providing guidance on market trends, candidate expectations, compensation insights, and interview best practices., • Drive continuous improvement of recruiting processes, tools, and workflows to increase efficiency and quality of hire., • Leverage recruiting data and market intelligence to inform hiring strategies and pipeline health., • 5+ years of technical and product recruiting experience, ideally within high-growth or fast-paced environments., • Proven experience hiring across multiple technical and product disciplines, such as Software Engineering, Product Management, Data, and AI/ML roles., • Strong track record of developing scalable, repeatable recruiting processes and best practices., • Deep expertise in both traditional and advanced sourcing techniques and experience using a wide range of sourcing tools., • Demonstrated success building diverse, high-quality talent pipelines., • Strong partnership skills, with experience collaborating cross-functionally with Engineering, Product, HR, Compensation, and Operations teams., • Data-driven mindset with experience using recruiting metrics to guide decisions and improve outcomes., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Hourly rate dependent upon location and experience. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionChilton 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., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.Qualifications, • 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). Powered by JazzHR mHUeQTRCxM

Hybrid Schedule - Growing AmLaw 200 Firm- Work / Life Balance This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $250,000 - $300,000 per year A bit about us: At our firm, we take pride in creating an environment where lawyers can grow, and clients can feel confident that their business is in expert hands. For over 80 years, we’ve earned a reputation for excellence, with a global presence in strategic locations like Boston, New York, and London. Our entrepreneurial spirit and collaborative approach set us apart, offering clients creative, customized solutions backed by the depth of experience you'd expect from a top-tier law firm. While we're honored by the recognition we’ve received, our true pride lies in the strong relationships we’ve built with our clients and colleagues. Why join us? We believe in more than just hard work; we believe in a balanced life that values your commitments outside the office. Our firm offers the best of both worlds—a chance to work on sophisticated matters with personalized attention to your career development. With a strong sense of community, a 1:1 partner-to-associate ratio, and a deep commitment to diversity, equity, and inclusion, we foster an environment where you can thrive both professionally and personally. Here, you’ll not only grow as a lawyer but also as an individual, surrounded by colleagues who support your journey every step of the way. Job Details Overview: We are seeking an experienced associate attorney to join our Trusts & Estates practice group. This is a unique opportunity to work on sophisticated matters in a collaborative midsize firm environment. Key Responsibilities: Draft complex estate planning documents tailored to high-net-worth individuals and families. Manage estate and trust administration, including probate court filings. Prepare and/or review federal and state estate and gift tax returns. Collaborate with team members and clients to deliver high-quality legal solutions. Qualifications: Minimum of 5 years of relevant experience in trusts and estates law. Strong technical skills in estate planning and administration. Familiarity with transfer tax issues and fiduciary litigation is a plus. Excellent interpersonal and communication skills. Detail-oriented, self-motivated, and able to work effectively in a team. Large firm experience preferred but not required. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Compliance Business Oversight Manager provides advice, support and objective guidance to assigned portfolio, business or function on development and maintenance of all aspects of Compliance/Center of Excellence programs in line with the Bank's risk philosophy and strategic direction. In this pos

Fiduciary Trust is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonet

Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software. FTEAS provides fiduciary/court accounting services for trusts and estates se

Tax - Business Tax Services Fiduciary/Trust & Estate Tax Administration Services ("FTEAS") - Financial Services Organization - Services Manager. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with

The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the

Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individual

Client Executive - Agency & Trust Clients. The Agency & Trust team provides innovative banking solutions to financial institutions, corporate clients, and public sector entities around the world. The business offers a full range of agency, fiduciary, tender and exchange, depository and escrow servic

Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Reviewing of fiduciary accountings for estates and trusts. Trust And Estate Tax Supervisor.

Support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. Must have

The Senior Fiduciary Officer collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Provides mentoring and advice to fiduciary associates through a strong knowledge of fi

Applies principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.Essential duties and responsibilities include the following.Prepares and files Federal and state estate tax and gift tax returns;.Prepares and files Federal and state fiduciary

The Business Manager provides fiduciary oversight, strategic financial planning, and day-to-day management of the Martin Tuchman School of Management's financial resources. NJIT considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, ed

What Sets You Apart - Master's Degree in Accounting, Taxation preferred - Proficiency in managing tax compliance for various business entities - Proficiency in fiduciary income tax returns and compliance - Collaboration with tax practitioners and business managers - Skilled in preparing and reviewin

Fiduciary Director – Trust Services. The Fiduciary Director will manage multiple teams of trust officers and associates located in our Northeast offices, with responsibility for managing the firm’s trust and agency account administration for high‑net‑worth and ultra‑high‑net‑worth clie

Tax Advisor - Fiduciary Trust Tax Services - Financial Services Office - EDGE - Senior Analyst (Multiple Positions) 1677055. Support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fi

Job Description As an Administrative Assistant, you'll be responsible for providing comprehensive support to senior executives while also assisting with administrative tasks.This role is essential for ensuring smooth operations, effective communication, and efficient management of projects and schedules. Key Responsibilities: • Manage executive calendars ensuring effective scheduling and communication., • Assist with monthly reporting processes, including compiling data, preparing summaries, and supporting follow-up communications for senior leadership., • Draft, format, and distribute professional email communications on behalf of senior leaders related to monthly reporting, updates, and internal initiatives., • Prepare and process expense reports in a timely and accurate manner., • Maintain organized filing systems, both digital and physical, for important documents and correspondence., • Collaborate in coordinating office events, maintaining office supplies, and managing the day-to-day office environment., • Provide general administrative support to the executive team, helping manage day-to-day priorities and tasks., • Bachelor's degree preferred, or equivalent experience., • Preferred 1-2 years of administrative support experience, preferably with exposure to supporting executives or senior management., • Exceptional ability to manage multiple tasks and prioritize effectively in a fast-paced environment., • Strong verbal and written communication skills, with the ability to interact professionally with executives, colleagues, and external stakeholders., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), and familiarity with project management tools or other office software., • High level of accuracy in managing schedules, preparing documents, and tracking tasks., • Strong ability to manage time efficiently, meet deadlines, and handle multiple responsibilities simultaneously., • Ability to maintain discretion and confidentiality when handling sensitive company and personal information., • Ability to support recurring reports, track deadlines, and present information clearly and accurately for senior stakeholders., • Ability to anticipate needs, troubleshoot issues, and provide creative solutions., • Comfortable working independently as well as collaboratively within a team environment., • Flexibility to adjust to changing priorities, shifting deadlines, and executive needs. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit . Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. Company DescriptionOver its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit . Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value.Over its 40 year history, Trigild has managed and operated hundreds of commercial properties.\r\n\r\nTrigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks).\r\n\r\nAdditionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . \r\n\r\nWhether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value.

Job Description We are working with an Am Law 200 firm seeking an associate with at least two years of commercial litigation experience to join their New York City office. The ideal candidate will have New York litigation experience and familiarity with the state and federal courts in New York and will have demonstrated experience in all aspects of complex commercial litigation, including drafting pleadings, motions and briefs; taking and defending depositions; attending court conferences and hearings; arguing motions; conducting legal research; preparing and responding to discovery; handling day-to-day case management; and participating in trial preparation. New York judicial clerkship experience is a plus. Experience or interest in fiduciary litigation, particularly in New York State Surrogates Court, is a plus. Candidates must have excellent legal research, technical, project management, and client service skills; excellent written and verbal communication skills; have a demonstrated ability to independently and proactively manage matters, including anticipating client needs and managing deadlines and deliverables with minimal supervision; and have strong analytical and problem-solving skills with a practical, business-oriented approach. Admission to practice law in New York is required. Graduation from law school and practice experience is required. The firm offers a competitive base salary commensurate with experience, bonus potential, a wide array of benefits, a collaborative and supportive work environment, a hybrid work schedule, advancement opportunities, and other great perks and attributes. You will be a key contributor working on sophisticated legal matters, with mentoring and support along the way to hone your skills and help you reach your career goals. If you would like to be considered please provide a resume, law school transcript, and writing samples. Cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Job Description Tax Partner- High Net Worth RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • 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. QUALIFICATIONS: • CPA required., • 8+ 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., • Exceptional client relationship management and communication skills. This role is open to lower level candidates that are looking for the partner path. Competitive annual salary in the range of $175,000 to $400,000+, based on individual’s experience level. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionDirect Counsel is seeking a Pensions, Benefits & ERISA Litigation Associate Attorney or Counsel to join a nationally recognized law firm. Location(s): Austin, Denver, Irvine, Los Angeles, New York, Phoenix, Sacramento, San Diego, San Francisco, Seattle, Tucson, Washington About the Role Direct Counsel is partnering with a leading national law firm to recruit a Pensions, Benefits & ERISA Litigation Associate Attorney with 3+ years of experience. This attorney will join the firm’s Pensions, Benefits & Investments practice group and may sit in any of the firm’s offices nationwide, offering a collaborative hybrid work environment. This role provides the opportunity to work on sophisticated and often cutting-edge disputes involving fiduciary duties, multi-billion-dollar public and private pension plans, constitutional and public agency law compliance, ERISA litigation, employee and disability retirement benefits, as well as various complex commercial litigation matters such as IP disputes, insurance coverage issues, real estate and lease disputes, and breach of contract claims. Key Responsibilities * Litigate a broad range of pension, benefits, fiduciary, ERISA, and related matters in state and federal courts. * Handle written discovery; draft and respond to discovery requests. * Prepare pleadings, briefs, motions, and other litigation documents. * Participate in eDiscovery and support deposition preparation; deposition experience preferred. * Manage multiple litigation projects efficiently in a fast-paced environment. * Collaborate closely with partners and team members, taking ownership of significant assignments. * Contribute to disputes involving IP, insurance coverage, real estate, and commercial issues as needed. Qualifications * 3+ years of litigation experience. * Admission to the State Bar of California is required. * Strong legal research, writing, analytical, and strategic thinking skills. * Experience drafting discovery, pleadings, and motions in state and federal courts. * Ability to manage competing priorities and deadlines while maintaining attention to detail. * eDiscovery experience and some deposition experience preferred. * Team-oriented mindset with the ability to independently drive matters forward. Compensation & Structure * Salary range: $185,000–$230,000, dependent on experience. * Eligible for annual bonuses, including a 15% bonus for meeting the 1,850 billable hour expectation (up to 100 hours of approved pro bono included). * Hybrid work model with strong opportunities for professional development and advancement.

Job DescriptionDescriptionWe are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services. This role is ideal for attorneys who want: • A larger and more sophisticated platform for their clients, • A smooth and confidential transition for clients, • Support with practice management, compliance and operational oversight, • A clear pathway for succession planning or long-term partnership, • A firm capable of integrating smaller books and agencies into a unified structure Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work. Key ResponsibilitiesResponsibilities may include: • Providing estate planning, trust administration and private client legal services, • Advising high net worth clients, families and business owners, • Managing and expanding a book of client relationships, • Coordinating with internal tax, investment and planning professionals, • Supporting the integration of acquired agencies or books of business, • Ensuring compliance with legal, ethical and fiduciary requirements, • Building long-term relationships rooted in planning, generational strategy and client care Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys. Ideal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. Private Client Attorney with Portable Book Skills, Knowledge and ExpertiseIdeal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. BenefitsCompensation is structured based on: • Experience, • Client book size and relationship value, • Fee revenue, • Integration needs, • Long-term potential for partnership or equity Becoming part of our firm provides: • Immediate access to a national client service platform, • A structured process for onboarding and transitioning client relationships, • Operational support that reduces administrative work, • Strategic help with acquisitions, book integration and long-term growth, • Collaboration with attorneys, planners and advisors who support high net worth clients, • A confidential introduction and interview process with firm leadership Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks. Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth. If you are open to a confidential conversation to explore whether this platform aligns with your clients and long-term goals, apply today. Our transition and acquisition team will reach out to learn more about your background and discuss options.

Job Description Position Overview We are seeking an associate attorney with 3 to 5 years of post-law school experience and a strong background in Delaware corporate litigation, specifically breach of fiduciary duty cases. The ideal candidate must excel in legal research and writing, as these skills are essential for success in this role. This position is remote with the option to work from our New York, D.C., or Stamford, CT offices. Key Responsibilities • Conduct in-depth legal research and draft memoranda, pleadings, motions, and briefs related to Delaware corporate litigation., • Analyze complex corporate governance issues, fiduciary obligations, and shareholder rights under Delaware law., • Collaborate with partners and other attorneys on case strategy, discovery, and trial preparation., • Draft and review litigation documents, including complaints, discovery requests, and responses., • Represent clients in all phases of litigation, including depositions, hearings, and negotiations., • Experience: 3 to 5 years of experience practicing Delaware corporate litigation, with a focus on breach of fiduciary duty cases., • Bar Admission: Admission to the bar in at least one state; Delaware bar admission is highly preferred but not mandatory., • Skills:, • Exceptional legal research and analytical abilities., • Superior writing skills with attention to detail and the ability to craft persuasive arguments., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Experience drafting dispositive motions in Delaware courts., • Familiarity with Delaware Court of Chancery rules and procedures., • Salary $120,000-$150,000 commensurate with experience., • Comprehensive benefits package, including health, dental, and vision insurance., • Professional development opportunities, including CLE and industry events.

Job Description Educational Alliance, a 130 year old New York institution, is a vibrant, dynamic organization serving New Yorkers from all walks of life. We serve everyone regardless of the language they speak, where they come from, or their socioeconomic status. We believe that everyone should have a chance to live a better life and that arts and culture, education, health and wellness, and social services can help lay that foundation. The Central Intake Licensed Clinician will provide direct intake and admissions services for individuals seeking treatment who have substance use disorders for the residential and outpatient treatment programs of the Center for Recovery and Wellness. Provide practical guidance and support to the Intake Team and interns. Assist the Director and Clinical Directors in day-to-day admissions operations. RESPONSIBILITIES Clinical • Complete intake and admissions assessments for residential outpatient programs using a trauma informed lens onsite, offsite, or via telehealth) as needed, • Phone screen and assess potential clients, • Provide outpatient program coverage as required to meet staffing needs and fiduciary targets:, • Outpatient counseling duties to include but not limited to:, • Facilitation of individual and group level interventions during FT clinician vacation or leave, • Maintenance of primary counseling caseload commensurate with outpatient program needs and intake scheduling demands, • OASAS compliance reporting as requested, • Preparation of court reports and federal probation/ pretrial documentation as requested, • Complete quality admissions assessments in accordance with regulatory bodies (OASAS, CARF, and Medicaid), • Support the training of new admissions staff, • Track enrollments using a shared excel system, • Maintain waiting list as required by regulation, • Maintain accurate and organized records in the EMR, • Participate in quality assurance reviews, • Submit timely documentation for billing purposes, • Coordinate initial referrals and scheduling of medical, mental health with onsite service providers., • Ensure that clients’ medical examinations and psychiatric referrals and evaluations are scheduled., • Contact referral source upon admission of new clients in a timely manner and provide reports and oral clinical updates., • Provide translators when necessary, • Register clients in drug testing data base, • Ensure potential admissions are screened and referred to the appropriate level of care., • Coordinate financial screens and communicate with billing department during admission procedures., • Ensure phones are answered professionally, and responses regarding inquiries are timely., • Outreach to referral sources to expand network., • Attend multidisciplinary clinical and administrative team meetings, individual supervision, and professional development in-service trainings, • LCSW, LMHC, or LMSW or CASAC-2, • One year of clinical intake and admissions experience minimum, • Two years of experience with substance use disorders strongly preferred, • Outstanding written and oral communications skills, • Computer skills (Internet, Excel, Word, Power Point, Outlook, EMRs, HRA STARS), • Knowledge of OASAS and Medicaid regulations, • Knowledge of ICD-10/DSM diagnostic criteria, primarily related to substance use disorders, • Highly organized with strong attention to details and an eye for developing efficient, internal systems and workflow, • Ability to multitask and handle challenging situations in a professional and courteous manner, • Ability to maintain confidentiality of records and information, • Generous PTO Policy, • Competitive Salary, • Medical & Dental Insurance, • Pension Plan, • 403b Retirement Plans, • Discount Perks for Movies, Broadway Shows, Amusement Parks, Etc., • Free Gym Membership to our MCC Fitness & 14TH ST Y Gym Educational Alliance is an Equal Opportunity Employer. For further information about Educational Alliance, please visit

Job Description Fiduciary Accountant Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters. While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub and may be hybrid for the right candidate. Ideal Candidate You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment. Requirements * 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings * Bachelor’s degree in Accounting or Tax * CPA preferred, not required * Prior experience managing engagements * Ability to organize and prioritize work. * Ability to work independently, but also work well with others. * Ability to manage multiple workstreams simultaneously. * Strong technology skills (the firm relies heavily on technology because the office is paperless). * Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred. Responsibilities (include but not limited to) * Project management of fiduciary accounting engagements * Prepare and review Estate and Trust accountings (formal and informal) * Prepare and review Trustee and Executor commissions * Prepare proposed distributions * Coordinate with estate administration teams to support waiver/consent submissions * Form 706 preparation * Maintain annual accounts and records for estates and trusts * Data analytics and structured problem-solving * Client communication and coordination with clients’ other advisors * Form 1041 preparation is a plus (not required) BenefitsPerks & Benefits * Robust benefits package (life/disability insurance, 401(k) match, health premium support) * Flexible work hours and location * Transparent leadership and communication * Support for continuing education, networking, and process improvement * Mentorship on technical growth and career advancement * Clear path for long-term progression (including a potential partner-track-style trajectory) To Apply Please submit: * Resume * Cover Letter * 3 professional references

Job Description Tax Manager – Single Family Office The family currently outsources all tax compliance and planning and is seeking a hands-on leader to internalize the process and build a scalable structure. The role will focus heavily on complex trust return preparation and oversight, along with tax compliance for 20+ closely held entities. This position reports directly to the CFO and will also support certain accounting activities across the family's entities. The accounting side can be trained, but direct trust tax experience is needed. This is a high visibility role within a private, long-term-oriented environment within a small team environment. This is a very hands on role. Responsibilities • Transition outsourced tax compliance work from external CPA firm to in house, • Prepare and review complex fiduciary and trust tax returns, • Manage tax compliance for 20+ related entities, including partnerships and pass through structures, • Oversee quarterly estimates, extensions, and annual filings, • Coordinate with external advisors, legal counsel, and the CFO, • Maintain tax calendars and ensure timely compliance across all entities, • Support accounting activities for certain entities, including journal entries, financial review, and coordination of financial statements, • Develop documentation, processes, and internal controls as the in house function is formalized, • Assist with tax planning initiatives in coordination with leadership Qualifications • CPA strongly preferred, • Direct experience preparing trust returns is needed, • Experience with partnership and pass through taxation, • Strong technical knowledge of fiduciary and individual tax compliance, • Comfortable operating in a confidential, relationship driven family office environment, • Detail oriented with the ability to manage multiple entities and deadlines Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. Brandon Clark's LinkedIn profile is open to receive messages from anyone, please message him directly for a quicker response.

Job DescriptionSecurities Litigation Associate AttorneyLocation: New York, NY (Hybrid – 3 Days In-Office) Employment Type: Direct Hire | Full-Time Compensation: $310,000 – $445,000 per year Visa Sponsorship: Not AvailablePosition SummaryHireNow Staffing is conducting a confidential search for a Securities Litigation Associate Attorney on behalf of a nationally recognized Am Law 50 firm. This opportunity is reserved for attorneys with substantial securities litigation experience at top-tier firms who have demonstrated academic excellence and sustained performance.This role requires an attorney capable of operating in high-stakes environments involving complex securities class actions, derivative litigation, regulatory enforcement actions, and parallel government investigations.Only candidates meeting the strict required qualifications below will be considered.Core ResponsibilitiesComplex Securities Litigation • Handle substantive responsibilities in federal and state securities class actions., • Draft and argue motions to dismiss, summary judgment briefs, and other dispositive motions., • Develop case strategy alongside partners for high-exposure matters., • Participate in trial preparation and support.Regulatory & Government Investigations, • Assist in representing clients in SEC and DOJ investigations., • Support internal investigations involving accounting issues, disclosure matters, and fiduciary duty claims., • Analyze regulatory frameworks and advise clients on enforcement risk.Discovery & Case Management, • Manage document review strategy and privilege determinations., • Prepare and defend witness outlines for depositions., • Coordinate with expert witnesses and assist in expert report development.Client-Facing Responsibilities, • Interact directly with corporate clients and in-house counsel., • Translate complex litigation risk into clear, actionable legal guidance., • Maintain responsiveness in time-sensitive and high-profile matters.Required Qualifications (Non-Negotiable), • Graduate of a T14 law school (as defined in the original requirements)., • Minimum 4+ years of securities litigation experience., • Prior experience at an Am Law 50 firm., • Active bar admission in New York or eligibility to waive in within 3–6 months., • Demonstrated experience handling securities class actions or SEC/DOJ investigations., • Strong academic record and writing ability., • Stable employment history with no pattern of short-term roles (no tenures under 1.5 years without clear justification).Preferred Qualifications (Strongly Emphasized), • Experience leading substantive portions of dispositive motion briefing., • Direct involvement in SEC enforcement matters or white-collar defense., • Trial preparation experience in federal court., • Exposure to matters involving technology, life sciences, or publicly traded companies., • Experience coordinating junior associates or managing discovery teams., • Advanced analytical skills in financial disclosures and accounting issues.Professional ProfileThe ideal candidate demonstrates:, • Exceptional legal research and drafting precision., • Strong command of federal securities laws and procedural strategy., • Composure in complex, high-pressure litigation environments., • Ability to manage multiple active matters simultaneously., • Clear upward career progression at respected firms.Disqualifying Factors, • No Am Law 50 experience., • No securities litigation background., • Solely commercial litigation without securities exposure., • Pattern of frequent job changes.

Job Description This is a remote position. Fiduciary Accountant Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters. While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub. Ideal Candidate You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment. Requirements • 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings, • Bachelor’s degree in Accounting or Tax, • CPA preferred, not required, • Prior experience managing engagements, • Ability to organize and prioritize work., • Ability to work independently, but also work well with others., • Ability to manage multiple workstreams simultaneously., • Strong technology skills (the firm relies heavily on technology because the office is paperless)., • Project management of fiduciary accounting engagements, • Prepare and review Estate and Trust accountings (formal and informal), • Prepare and review Trustee and Executor commissions, • Prepare proposed distributions, • Coordinate with estate administration teams to support waiver/consent submissions, • Form 706 preparation, • Maintain annual accounts and records for estates and trusts, • Data analytics and structured problem-solving, • Client communication and coordination with clients’ other advisors, • Form 1041 preparation is a plus (not required) Benefits • Robust benefits package (life/disability insurance, 401(k) match, health premium support), • Flexible work hours and location; option for 100% remote, • Transparent leadership and communication, • Support for continuing education, networking, and process improvement, • Mentorship on technical growth and career advancement, • Clear path for long-term progression (including a potential partner-track-style trajectory) To Apply Please submit: * Resume * Cover Letter * 3 professional references

Job Description About the Role: Are you interested in expanding your career in Lifecycle marketing? The WITHIN team is growing, and we're looking for a passionate, motivated Account Manager who is willing to take the lead across multiple retention channels such as email, SMS, push and loyalty. This is a unique opportunity in a rapidly expanding company. Responsibilities include but are not limited to; • Work across a portfolio of clients managing day to day while driving strategy towards longer term objectives, • Daily account management and optimization, • Implementing proprietary technology and best practices, • Responsible for driving, creating, managing, optimizing and reporting on campaigns, • Define and implement measurement strategies and delivering insights reports that align with client marketing and business objectives, • Interface and partnering with SBUs such as creative, client service and analytics, • Bachelor's Degree or equivalent experience (minimum 5 years of experience in retention marketing at an agency, brand or ad tech partner), • A minimum of 2 years of Salesforce Marketing Cloud experience, • Experience with other ESP's (Braze, or Klavyio are preferred) required, • Experience with Google Analytics or Adobe Analytics required, • Experience and/or passion working with DTC brands, • General business acumen, • Strong project management and ability to lead, • Go-getter attitude with a desire to work in a fast-paced, exciting environment, • Team player, • Solution focused individual who thinks outside the box for clients, • Working knowledge of Powerpoint and Excel (conditional statements, pivot tables and vlookups), • Ability to present data to clients in a meaningful way Our interview process includes, but is not limited to, the following: • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Level 1 - Possesses essential capabilities., • $67,500-$95,784, • Level 2 - Possesses developing capabilities., • $95,784 -$124,068, • Level 3 - Possesses notable capabilities., • $124,068 -$152,352, • Level 4 - Possesses strong capabilities., • $152,352 -$180,637, • Level 5 - Possesses advanced capabilities., • $180,637 -$208,921 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description About You: As an Affiliate Account Manager, you thrive on finding the perfect balance between client satisfaction and team success. Your approach is strategic and analytical, and you've garnered valuable experience in affiliate and/or influencer marketing, both in agency and brand settings. You're a self-starter who navigates ambiguity with ease, always ready to deliver data-driven business solutions to both clients and your team. Your appetite for growth and challenges is insatiable, and you're adept at championing this mindset within your team. Some of the duties will include and are definitely not limited to: • Managing, negotiating, developing, and nurturing affiliate partners for a diverse client portfolio., • Pulling weekly and monthly reports to evaluate performance, partner activity, and areas for optimization, presenting findings to clients., • Crafting strategies to enhance performance through commission structure testing, dynamic attribution, and cross-channel analysis., • Ensuring efficient workflow and processes, adjusting as needed for optimal productivity., • 2-3 years of Affiliate Marketing experience, • Bachelor's Degree or equivalent work experience, • Experience distilling client goals into specific tasks that are prioritized, executed, and measured, • Excited and comfortable working with established brands, • Ability to work effectively as part of a team and independently, • Experience with affiliate networks like Impact, Pepperjam or ShareASale and reporting dashboard, Affluent, • Exposure to different verticals / business models such as subscription, retail, B2B, CPG, App, etc, • Extraordinarily strong interpersonal and communication skills (verbal and written), • Knowledge of G-suite & excel, • Must be inquisitive and proactive, • Able to adopt, document, and teach best practices of new partners and teammates, • Experience training and coaching junior team members and building small teams that are rapidly growing (establishing new workflows, processes and objectives), • Cognitive Aptitude, Excel and Typing Test, • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - Possesses essential capabilities., • $62,400-$91,704, • Level 2 - Possesses developing capabilities., • $91,704-$121,008, • Level 3 - Possesses notable capabilities., • $121,008-$150,312, • Level 4 - Possesses strong capabilities., • $150,312-$179,617, • Level 5 - Possesses advanced capabilities., • $179,617-$208,921 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description Senior Internal Auditor Job Description Amalgamated Bank seeks a dedicated Senior Internal Auditor (VP) to be responsible for performing audit assignments including planning, conducting interviews, documenting, and testing all necessary information for an accurate assessment of risks and internal controls and assisting in drafting of the audit report with minimal oversight. Lead team liaison in data analytics, preparation of Audit Committee materials, and regulatory requests. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Applies knowledge of Bank operations to develop and maintain risk assessments and contributes results to the audit planning process., • Obtains and records an understanding of the Bank’s processes and identifies and evaluates risks and the internal controls that mitigate the risks in all assigned operational processes., • Develops risk and controls matrices and/or audit programs with minimal supervision., • Performs assigned compliance and substantive testing procedures for audits, for assistance to regulators and external auditors, and for compliance with the Sarbanes-Oxley Act., • Ensures audit assignments are appropriately documented, accurate, complete, and within budget., • Prepares audit report drafts and other written communications with minimal supervision., • Resolves requests and review notes promptly., • Obtains data and prepares quarterly Audit Committee materials with minimal supervision., • Advises the Internal Audit team on the use of data analytics techniques to enhance overall efficiency and effectiveness of audits., • Maintains effective relationships within the team, the department and the Bank., • Provides timely communication to Internal Audit Management and informs them of significant issues that surface while conducting audits., • Maintains continuing education requirements., • Maintains appropriate levels of confidentiality., • Perform other duties as directed. Knowledge, Skills and Experience Requirements: • Bachelor’s degree in Accounting or Finance or equivalent experience, • Solid knowledge of auditing principles, practices and compliance standards, • Strong verbal and written communication skills, • Strong analytical skills, • Strong data analytics, • Interpersonal and relationship building skills, • Knowledge of Institute of Internal Auditors (IIA) Standards., • Knowledge of the Sarbanes-Oxley Act of 2002., • Knowledge of data analytics techniques and statistical applications., • 3-5 years of financial services experience, internal or external auditing or public accounting experience with a focus on banks, • Good understanding of COSO 2013 framework requirements, • One or more of the following licenses or accreditations or progress toward achievement is preferred:, • Certified Public Accountant (CPA), • Certified Internal Auditor (CIA), • Certified Regulatory Compliance Manager (CRCM), • Certified Trust & Financial Advisor (CTFA), • Certified Fiduciary & Investment Risk Specialist (CFIRS), • Certified Bank Auditor (CBA), • Certified Financial Services Auditor (CFSA), • Certified Community Bank Internal Auditor (CCBIA), • Ability to positively interface and work well with all levels of staff and management (auditees and own department), • High level of understanding of audit theory and knowledge of bank operations, • Working knowledge of relevant computer programs, i.e. Microsoft Access, Word, Excel, core banking system and query, • Ability to handle bank and client information and sensitive matters professionally and confidentially, • Ability to manage multiple tasks and prioritize Our job titles may span more than one career level. The starting base salary for this role is between $120,000.00 – $130,000.00. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Job Description About the Role WITHIN is seeking an Influencer Marketing Manager to help scale our influencer team and accounts through creative thinking and proven digital marketing strategies. This position will involve both new and mature programs, requiring a skillset to develop, scale, refine and manage clients' accounts. A successful candidate must have specific knowledge and experience working in the D2C (or B2B) influencer marketing industry, ability to pitch influencer services to prospective clients, and scale a growing team. You enjoy balancing what's best for the client and your team. Focused, you're a strategic and analytical self-starter with affiliate and/or influencer marketing experience at an agency and/or brand as a marketing operator of high-growth D2C/B2B companies. You're regularly responsible for achieving ROI goals. You're a self-driven individual who thrives in a challenging environment where you are responsible for making strategic decision making on behalf of clients and the internal team. Able to embrace ambiguity and changes to find, and effectively communicate data-driven, business solutions to the client and your team. Proactive and positive people leader, excited to train, implement, and refine evolving best practices for the team to maximize our client's business and our throughput. You're continually looking to grow and be challenged, and comfortable championing your team. You're a chronically online individual who knows how to leverage that expertise to perfectly align brands with influencers that drive results for their business - staying up to date with social media & trends to provide innovative strategy. Responsibilities include but are not limited to; • Conduct higher-level strategic work including campaign ideation, establishing KPIs and budget, creative analyses and identifying learnings and insights for future initiatives., • Balance strategy work with executional tasks such as talent seeding, negotiations, projections, tracking and attribution., • Proactively work with clients in determining influencer opportunities that align with brand strategy for future months and quarters., • Work with paid social teams to push influencer content as sponsored ads, extending client ROI., • Activate stagnant partnerships and enhance existing relationships within our network through content strategy and outreach., • Ensure workflow and processes are productive and efficient, adjusting when needed., • Pull weekly and monthly reports to assess performance, partner activity and areas for scale and/or adjustments., • Maintain relationships with the Influencer community, talent management, and agency partners., • Manage 1+ junior team members, • Manage multiple brands influencer programs simultaneously, • Approaches challenges with a can-do attitude., • Thrives in a collaborative, fast paced environment., • Excels being the client-facing point of contact for strategy, prioritization, and the storytelling., • Experience distilling client goals into specific tasks that are prioritized, executed, and measured., • Strong understanding of the connection between influencer and other marketing channels, • Prior experience managing an influencer marketing program with rapidly growing and established brands., • Proven and detailed strategy of digital marketing platforms that coincide with influencer programs (CreatorIQ, rewardStyle, MagicLinks, Sprout Social, Impact Radius, Dash Hudson, etc.)., • Able to adopt, document, and teach best practices of new partners and teammates., • Experience training and coaching junior team members and building small teams that are rapidly growing (establishing new workflows, processes and objectives)., • 2+ years of experience in influencer management., • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - Possesses essential capabilities., • $62,400-$78,080, • Level 2 - Possesses developing capabilities., • $78,080-$93,760, • Level 3 - Possesses notable capabilities., • $93,760-$109,440, • Level 4 - Possesses strong capabilities., • $109,440-$125,120, • Level 5 - Possesses advanced capabilities., • $125,120-$140,800 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Insurgentes Sur 1082, Piso (Floor) 2, Oficina 2008, Ciudad de México, CDMX 03100, México

Job Description About the Role As a Paid Media Manager, you will work closely with our cross-functional strategists, overseeing campaigns across various channels with a strong focus on performance marketing across search (SEM), social, and programmatic. You'll ensure the successful execution of integrated digital marketing initiatives, with hands-on involvement in both Google Ads and Meta campaigns. Your exceptional communication and people management skills will be essential in fostering strong relationships with our clients and guiding our team of strategists toward continued growth and success. Responsibilities include but are not limited to: • Manage and mentor a team of one to two cross-functional digital marketing buyers or strategists., • Lead the planning, execution, and optimization of SEM campaigns (Google Search, Shopping, and YouTube Ads) as well as paid social campaigns (Meta:Facebook/Instagram, TikTok, etc.)., • Oversee integrated digital marketing campaigns across multiple channels (search, social, display, programmatic), ensuring performance aligns with client objectives., • Proactively dive into platforms to understand the day-to-day details, driving measurable campaign success., • Develop and maintain strong client relationships, ensuring business goals are met and exceeded., • Collaborate with internal teams and global teammates, including North America, to align on cross-regional media strategy., • Analyze SEM and cross-channel campaign performance data, providing actionable insights to improve efficiency and effectiveness., • Continuously refine and improve internal processes to drive team efficiency and performance., • 3+ years of hands-on experience running paid campaigns in Google Ads or/and Search ads 360, including Shopping and YouTube., • Hands-on experience managing paid social campaigns (Meta/Facebook Ads Manager)., • Proven track record with SEM and paid social campaign execution, optimization, and strategy., • Agency experience is highly preferred., • Solid background in digital marketing across multiple channels (search, social, display, programmatic)., • Proven experience in a managerial or supervisory role., • Exceptional client relationship management, communication, and people management skills., • Strong strategic and analytical thinking with excellent attention to detail., • Familiarity with digital marketing tools and platforms (Google Ads, Meta Ads Manager, Google Analytics, etc.). Cognitive Aptitude and Typing Test * Logic assessment on Excel We offer a competitive salary and benefits based on education, experience, and skills level, including: • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - $63,900-$82,760, • Possesses essential capabilities., • Level 2 - $82,760-$98,920, • Possesses developing capabilities., • Level 3 - $98,920-$115,080, • Possesses notable capabilities., • Level 4 - $115,080-$131,240, • Possesses strong capabilities., • Level 5 - $131,240-$147,400, • Possesses advanced capabilities. About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description About the Role We are seeking a Retail Media Account Manager to join our growing team! This role is ideal for a junior to mid-level account manager with hands-on experience in Amazon marketing and a strong understanding of TikTok Shop (TTS). The ideal candidate will have experience managing client accounts, executing marketplace advertising strategies, and driving performance. This position is designed to help bring in valuable expertise in TikTok Shop, ensuring we have dedicated support for that growing part of the business. Responsibilities include but are not limited to; • Amazon & TikTok Shop Strategy: Develop, execute, and optimize advertising strategies across Amazon (search, display, OTT) and TikTok Shop to drive client success., • Campaign Execution & Optimization: Manage and analyze performance across both platforms, ensuring campaigns align with client goals and marketplace best practices., • Performance Analysis: Utilize internal and client-side analytics tools to track KPIs, provide insights, and make data-driven recommendations for optimization., • Client Communication: Act as the day-to-day contact for clients, providing performance updates, answering strategic questions, and leading discussions on campaign adjustments., • Promotional Planning: Assist in planning and executing campaigns around key events such as Amazon Prime Day, Cyber Monday, and major TikTok Shop promotional periods., • Marketplace Management: Maintain product detail pages, monitor inventory forecasts, and ensure seamless operations across Amazon Vendor/Seller Central and TikTok Shop Seller Center., • Cross-Functional Collaboration: Work with internal teams to enhance strategies, implement A/B testing, and drive continuous performance improvements., • 1-2 years of experience in Amazon Marketing Services (AMS) or a similar marketplace environment (Vendor Central/Seller Central)., • Experience managing or working on TikTok Shop (TTS)—understanding platform nuances, best practices, and campaign execution., • Strong analytical skills with the ability to interpret performance data and optimize campaigns accordingly., • Proficiency in Microsoft Excel (pivot tables, chart building, data analysis)., • Ability to work independently, manage multiple priorities in a fast-paced environment, and proactively troubleshoot issues., • Experience managing additional marketplaces like Walmart or eBay., • Familiarity with promotional strategies around large-scale event windows like Prime Day, Black Friday, and TikTok Shop flash sales., • Cognitive Aptitude and Typing Test, • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - $62,400-$79,468, • Level 1 - Possesses essential capabilities., • Level 2 - $79,468-$102,776, • Level 2 - Possesses developing capabilities., • Level 3 - $102,776-$126,084, • Level 3 - Possesses notable capabilities., • Level 4 - $126,084-$149,392, • Level 4 - Possesses strong capabilities., • Level 5 - $149,392-$172,700, • Level 5 - Possesses advanced capabilities About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México