Fiduciary jobs in New York, New YorkCreate job alerts

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients, • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients., • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionUrgently hiring a partner level attorney with financial services litigation experience (NO BOOK REQUIRED) This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $150,000 - $250,000 per year A bit about us: Our Client is a nationally recognized law firm founded more than quarter of a century ago. They provide comprehensive defense litigation and insurance coverage services to their clients; and are proud to represent many leading professionals, businesses, financial institutions and insurance companies. Their attorneys practice in the areas of Professional Liability (including Attorneys, Accountants, Securities Broker-Dealers, Financial Advisors and Planners, Architects & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas). Why join us? Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Commuter benefits Hybrid flexibility (1-2 days per week from home) Job Details • Seeking a partner with financial services litigation experience (comp up to 250K dependent upon experience but only that high for someone with a lot of experience). 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Job DescriptionNo minimum billable hours plus unlimited great work/life This Jobot Job is hosted by: Cam Strahm Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $200,000 - $350,000 per year A bit about us: As a pillar of excellence in the legal landscape, our firm is celebrated for our unwavering commitment to client advocacy and comprehensive legal services. With a rich history spanning decades, we have consistently demonstrated proficiency across various practice areas, including corporate law, litigation, real estate, and intellectual property. Established on principles of integrity, expertise, and innovation, we pride ourselves on fostering enduring relationships with our clients, providing tailored solutions to their complex legal challenges. Backed by a team of seasoned attorneys esteemed for their depth of knowledge and dedication to achieving favorable outcomes, we remain steadfast in our pursuit of legal excellence and client satisfaction. Whether representing multinational corporations, startups, or individuals, we are synonymous with legal prowess, reliability, and integrity in every aspect of our practice. Why join us? • Competitive salary $200,000 - $350,000, • Annual discretionary bonus, • Hybrid work schedule, • Summer hours, • No minimum billable hours, • PTO, • Medical, Dental, Vision, • 401k plus match, • Company events Job Details We are seeking an experienced Co-op/Condo Attorney to join our dynamic legal team. The ideal candidate will have extensive experience in advising cooperative and condominium boards on governance matters, regulatory compliance, and dispute resolution. This role requires a deep understanding of New York real estate law (or relevant jurisdiction), co-op/condo governing documents, and board fiduciary duties. Responsibilities: • Advise co-op and condominium boards on governance, bylaws, proprietary leases, and house rules., • Draft and review governing documents, amendments, policies, and resolutions., • Ensure compliance with applicable state and local laws, including the Business Corporation Law (BCL) and Condominium Act., • Handle board meetings, elections, and shareholder/unit owner disputes., • Negotiate and draft contracts, vendor agreements, and management agreements., • Represent boards in litigation, mediation, and administrative proceedings., • Provide guidance on regulatory matters, including compliance with HUD, FHA, and other agencies., • Assist with corporate governance best practices and fiduciary duty counseling., • Juris Doctor (J.D.) from an accredited law school., • Admission to the state bar New York, • Minimum 5+ years of experience in co-op/condo law, real estate, or related practice., • Strong knowledge of cooperative and condominium governance, laws, and regulations., • Experience in contract drafting, negotiation, and dispute resolution., • Excellent communication, analytical, and client management skills., • Ability to work independently and manage multiple cases efficiently. 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Job DescriptionUrgently hiring a senior associate with financial services litigation experience This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $175,000 - $250,000 per year A bit about us: Our Client is a nationally recognized law firm founded more than quarter of a century ago. They provide comprehensive defense litigation and insurance coverage services to their clients; and are proud to represent many leading professionals, businesses, financial institutions and insurance companies. Their attorneys practice in the areas of Professional Liability (including Attorneys, Accountants, Securities Broker-Dealers, Financial Advisors and Planners, Architects & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas). Why join us? Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Commuter benefits Hybrid flexibility (1-2 days per week from home) Job Details • Seeking a senior associate or partner with financial services litigation experience (comp up to 250K dependent upon experience but only that high for someone with a lot of experience). 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Description: Trusts & Estates Accountant – CPA Up to 210K Hybrid - 3 Days per week onsite Highlights CPA with 10+ years’ experience in fiduciary, estate, and gift taxation Background from law firm, accounting practice, or financial institution trust department Skilled with fiduciary tax prep sof

Position: Legal Executive Assistant (T&E Department) Firm: Prestigious National Law Firm Location: Mineola, NY Compensation Package: Base salary up to $85K, Paid Overtime, Annual Bonus, Comprehensive Benefits, 401(k), and more Overview: This is a unique and highly visible opportunity to provide executive-level legal and administrative support to the Trusts & Estates Department at a top-tier national law firm. The ideal candidate will bring a high degree of professionalism, discretion, and attention to detail in managing complex estate matters and supporting high-level departmental operations. Responsibilities for Legal Executive Assistant (T&E Department): • Serve as a trusted right hand to the Department Chair, providing proactive, high-level administrative and legal assistance in a fast-paced and sophisticated legal environment, • Manage a complex and ever-changing calendar, coordinate high-level internal and client meetings, and ensure seamless communication across all parties, • Prepare and file court documents for probate and estate proceedings, including fiduciary appointments, disclaimers, resignations, inventories, and estate claims, • Assist with the preparation and timely filing of Federal and New York State estate tax returns, • Draft, revise, and finalize estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies, • Prepare and manage beneficiary designation forms, and assist with the administration and transfer of assets across estate and trust accounts, • Maintain accurate and confidential records, time entries, and billing support for the Chair Requirements for Legal Executive Assistant (T&E Department): • Minimum 5+ years of Trusts & Estates experience in a law firm setting, with demonstrated experience supporting senior-level attorneys, • Exceptional organizational and multitasking skills with the ability to anticipate needs and prioritize with minimal supervision, • Proficiency in Microsoft Office Suite (Word, Outlook, Excel); knowledge of legal billing/time entry systems is a plus, • Strong interpersonal skills and a refined client service orientation, • Familiarity with New York probate procedures and estate administration; working knowledge of Medicaid applications is a plus

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

Trusts, Estates & Fiduciary Litigation Associate Attorney (Long Island Law Firm) A premier Long Island law firm is seeking a litigation associate to join its nationally recognized Trusts, Estates, and Fiduciary Litigation practice. This is an excellent opportunity to work closely with high-net-worth clients and gain hands-on experience in all stages of litigation. Qualifications: • J.D. from an ABA-accredited law school; admitted to the New York State Bar., • 3–5 years of litigation experience, including depositions, court appearances, motion practice, discovery, and legal research., • Strong preference for candidates with Surrogate’s Court litigation or contested trusts, estates, and guardianship experience., • Estate planning and administration knowledge is a plus., • Salary range: $140,000–$180,000, commensurate with experience., • Performance-based bonus and business origination participation., • Generous PTO, health/dental/vision insurance, flexible spending accounts, and 401(k) with employer match. About the Firm: This well-established Long Island firm offers comprehensive legal services across multiple practice areas and is recognized for its commitment to excellence, client service, and leadership within the legal community. How to Apply: Please email your resume to with "Trust & Estates Attorney" as the subject. We are an Equal Opportunity Employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$140,000.00 - $180,000.00

Trusts & Estates Accountant – CPA Up to 210K Hybrid - 3 Days per week onsite Highlights CPA with 10+ years’ experience in fiduciary, estate, and gift taxation Background from law firm, accounting practice, or financial institution trust department Skilled with fiduciary tax prep software (ProSystem, GoSystem; Omega/OneSource helpful) Strong communicator with client-facing experience and collaborative mindset Core Expertise Trust & estate income tax Gift & estate transfer filings Fiduciary accountings Private foundation compliance Estate and gift planning strategies Responsibilities Prepare trust/estate, gift, and foundation returns Handle fiduciary calculations (commissions, distributions, charitable payments) Maintain filing calendars, records, and compliance checklists Coordinate with attorneys, advisors, and beneficiaries Communicate with federal and state tax authorities as needed We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$150,000.00 - $210,000.00

Job Title: Temporary Attorney – Supplemental Needs Trust (SNT) / Guardianship Location: Manhattan, New York City, New York (On-Site) We are seeking a highly motivated Temporary Attorney to join a Supplemental Needs Trust (SNT) / Guardianship Team in a fast-paced government legal environment. This is an excellent opportunity for an attorney with prior experience in SNT/Guardianship and related areas to support the team with case review, court preparation, and client counseling. Key Responsibilities: • Case Handling & Court Appearances: Manage SNT, Guardianship, and Real Property (Nursing Home) cases with a heavy caseload, including frequent court appearances., • Litigation & Trust Management: Litigate issues surrounding trust disbursements, fiduciary duties, illusory trusts, and Medicaid recoveries., • Trust Removal & Surcharge: Pursue the removal and surcharge of trustees or guardians when necessary to protect the Agency’s interests., • Drafting & Counseling: Review and approve draft SNTs, counsel related programs, and ensure that executed SNTs comply with eligibility programs. Draft memos and correspond with outside counsel as needed., • NYS Bar Admission (Required), • 1-2 years of prior experience in SNT/Guardianship, trust disbursement, or related practice areas (Preferred), • Strong litigation experience, including court appearances, document drafting, and case management, • Ability to communicate effectively with internal teams and external parties, providing clear and concise legal advice, • This position requires on-site presence in Manhattan. We encourage attorneys with 1-2 years of relevant experience to apply. SLRLU attorneys are welcome to provide additional insights into the position, including remote work options and other relevant requirements. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Job Description General Summary Working for Realty Operations Group means being part of a team dedicated to delivering a best-in-class apartment living experience. We maintain a superior group of professionals united by a common commitment to the highest level of integrity and business ethics in all of our dealings. At Realty Operations Group, we are committed to innovation and creative problem-solving. We provide our team members with constant training, development opportunities, and career advancement in a fast-paced environment. We are looking for the right candidate to join our Property Operations Team as a Residential Property Manager. The Property Manager will report directly to the Senior Property Manager of the portfolio and liaise with tenants, supervise building staff, service providers, and the home office, and will have fiduciary responsibility for the proper care and maintenance of the properties entrusted to them. Essential Job Function / Responsibilities: • On behalf of ownership, act as the primary point of contact for all matters related to the successful day-to-day operation and maintenance of the properties, consisting of three residential buildings and 900 units., • Train and supervise an associate and building staff to ensure efficient property operations, monitoring staff performance to maintain high standards of service., • Deliver best-in-class customer service through quick and effective response to resident's inquiries and repair requests, addressing escalated resident concerns promptly. Drive the organization toward industry-leading repair and response times., • Effectively manage/coordinate the vacant apartment turnover process, working closely with vendors and building staff., • Manage and develop property management and building staff to ensure a high level of performance., • Execution and implementation of Newport initiatives, including overseeing the integration and effective management of digital platforms such as Moved.com and Happy.co, to enhance tenant experience, streamline property operations, and ensure seamless service delivery. This involves training staff on new systems, and monitoring performance metrics to achieve operational excellence., • Use data/dashboards/feedback in Happy Co to report a clear and complete picture of your properties so that you can make smarter decisions that elevate conditions, effectively manage your teams and create a community your residents love to call home., • Ability to read, interpret, manage, and report on a Profit & Loss Statement., • Prepare and present detailed reports on property performance, financial status and strategic initiatives to senior leadership., • Manage property budgets, including assisting the Senior PM to forecast and financial plan for your portfolio., • Monitor and control operating expenses to ensure budget adherence and financial optimization, • Conduct regular property condition assessments to evaluate, identify and address building and common areas in need of repair or improvement. Developing and prioritizing action plans for addressing building conditions., • Coordinate and supervise maintenance and repair work to ensure properties are well-maintained and to protect assets (i.e. common areas, boilers, roofs, fire protection, CCTV)., • A bachelor’s degree is required, • 5+ years of multifamily property management experience is required; luxury high-rise experience is preferred, • Experience managing a large staff to include property management and maintenance, • Knowledge of Yardi and RentCafé is a plus, • Proficiency in Microsoft Office, including Word, Excel and Outlook, • Must be available for after-hours emergencies, • Strong working knowledge budgeting and financial reporting, labor relations, purchasing, and building mechanical systems, • Highly organized, detail oriented, and self-motivated, • Excellent written and oral communication skills, • Demonstrated ability to work well within a corporate environment The Company offers a competitive salary and benefits including medical, dental, vision life insurance, HSA/FSA, commuter benefits program, short-term disability and 401(K).

Job Description About the Role: WITHIN, a leading digital marketing agency, is seeking a Paid Media Manager to join our innovative team. We pride ourselves on breaking down silos within the marketing industry, and are looking for a candidate who excels at both client relationship management and possesses an in-depth understanding of the day-to-day skills involved in digital marketing across multiple channels and platforms. As a Paid Media Manager, you will work closely with our cross-functional strategists, overseeing campaigns across various channels and ensuring the successful execution of all digital marketing initiatives. Your exceptional communication and people management skills will be essential in fostering strong relationships with our clients and guiding our team of strategists towards continued growth and success. Responsibilities include but are not limited to; • Manage and mentor a team of cross-functional digital marketing strategists, • Oversee the planning, execution, and optimization of integrated digital marketing campaigns across various channels (e.g., social media, search, display, email, etc.), • Proactively dive into every channel and platform to understand the day-to-day details, driving campaign success and team development, • Develop and maintain strong relationships with clients, ensuring their needs and goals are met and exceeded, • Collaborate with internal teams and external partners to create and implement innovative digital marketing strategies, • Analyze campaign performance data and provide actionable insights to improve efficiency and effectiveness, • Continuously refine and improve internal processes to drive team efficiency and performance, • Hands-on experience in platform running campaigns, • 2 years of experience on Google Ads and/or Facebook Ads minimum, • Agency experience highly preferred, • Solid background in digital marketing in multiple channels (e.g., social media, search, display, email, etc.), • Proven experience in a managerial or supervisory role, • Demonstrated ability to manage and grow high-performing digital marketing teams, • Exceptional client relationship management, communication, and people management skills, • Strong strategic and analytical thinking, with attention to detail, • Familiarity with digital marketing tools and platforms, such as Google Ads, Facebook Ads Manager, Google Analytics, etc., • Bachelor's degree in marketing, communications, or a related field 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, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Job Description Start Date: This position is for candidates available to start full-time in Q2 (April–June), with relocation needs considered. • If you are seeking a later date, please apply to appropriate job postings below:, • Digital Media Strategist Q3 (July-September), • Digital Media Strategist Q4 (October-December) Are you interested in launching or growing your career in digital marketing? The WITHIN team is expanding, and we're looking for a Digital Media Buyer to support our efforts across multiple marketing channels. This role offers an opportunity to gain hands-on experience and develop expertise in key areas of digital marketing, including Paid Social, Paid Search, Programmatic, Email Marketing, Affiliate Marketing, Search Engine Optimization (SEO), Influencer Marketing, and Retail Media. As part of a fast-growing company, you'll collaborate with internal teams and clients to drive performance-driven marketing strategies. This role is perfect for individuals who are analytical, creative, and eager to learn in a dynamic, deadline-driven environment. What You'll Learn: This role will expose you to various marketing channels, helping you develop a strong foundation in performance marketing. Depending on the projects you work on, you may gain experience in: • Paid Social: Learn how to create and manage paid social campaigns on platforms like Facebook, Instagram, TikTok, and LinkedIn, focusing on targeting, budgeting, and performance analysis to drive engagement and conversions., • Paid Search: Understand how to create and optimize paid search campaigns on platforms like Google Ads and Bing, including keyword research, ad copywriting, and bidding strategies to maximize return on investment (ROI)., • Programmatic: Gain insight into programmatic advertising, including working with demand-side platforms (DSPs) to buy display, video, and native ads at scale, optimizing for reach, engagement, and conversions., • Email Marketing: Learn how to craft compelling email campaigns, segment audiences, and optimize performance through testing and automation., • Affiliate Marketing: Understand how brands collaborate with partners to drive traffic and conversions through commission-based strategies., • Search Engine Optimization (SEO): Gain insights into optimizing website content and structure to improve search engine rankings and organic visibility., • Influencer Marketing: Explore how brands collaborate with influencers to build awareness, drive engagement, and generate conversions., • Retail Media: Discover how brands advertise on e-commerce platforms (e.g., Amazon, Walmart, TikTok Shop, etc.) to increase product visibility and sales. Some duties will include and are definitely not limited to: • Work with a diverse portfolio of clients to support their marketing efforts., • Communicate with clients via email and meetings, ensuring alignment on strategy and performance goals., • Collaborate with multiple internal teams to design and execute marketing strategies., • Produce meaningful marketing KPI dashboards and deliver performance reports with actionable insights., • Analyze cross-channel performance data to identify opportunities for optimization and improvement., • Support A/B testing, consumer research, and data-driven decision-making to enhance campaign performance., • Assist in implementing best practices and proprietary technology to optimize marketing strategies., • Provide creative and copy recommendations based on historical performance data. Qualifications and Experience: • Bachelor's degree or equivalent experience., • Strong analytical and problem-solving skills., • Interest in pursuing a career in performance-driven digital marketing., • Ability to work in a fast-paced, deadline-oriented environment., • Basic knowledge of Microsoft Excel (e.g., conditional statements, pivot tables, VLOOKUPs)., • Cognitive Aptitude and Typing Test This role begins with a 2-month program designed to provide hands-on training and professional working experience, as well as serve as the standard employment probationary period. Upon successful completion of this program, you will be staffed on a team to begin working immediately! Note: employment types may vary by country due to local labor laws, HR will clarify before employees start. We offer a competitive salary and benefits based on ability level, including: • Base salary - $65,000, • 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, • Bonus Perk - Seamless allowance, • This is an entry level position. Training and development will be provided. 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, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Job Description Start Date: This position is for candidates available to start full-time in Q1 (January–March), with relocation needs considered. • If you are seeking a later date, please apply to appropriate job postings below:, • Digital Media Strategist Q2 (April-June), • Digital Media Strategist Q3 (July-September) Are you interested in launching or growing your career in digital marketing? The WITHIN team is expanding, and we're looking for a Digital Media Buyer to support our efforts across multiple marketing channels. This role offers an opportunity to gain hands-on experience and develop expertise in key areas of digital marketing, including Paid Social, Paid Search, Programmatic, Email Marketing, Affiliate Marketing, Search Engine Optimization (SEO), Influencer Marketing, and Retail Media. As part of a fast-growing company, you'll collaborate with internal teams and clients to drive performance-driven marketing strategies. This role is perfect for individuals who are analytical, creative, and eager to learn in a dynamic, deadline-driven environment. What You'll Learn: This role will expose you to various marketing channels, helping you develop a strong foundation in performance marketing. Depending on the projects you work on, you may gain experience in: • Paid Social: Learn how to create and manage paid social campaigns on platforms like Facebook, Instagram, TikTok, and LinkedIn, focusing on targeting, budgeting, and performance analysis to drive engagement and conversions., • Paid Search: Understand how to create and optimize paid search campaigns on platforms like Google Ads and Bing, including keyword research, ad copywriting, and bidding strategies to maximize return on investment (ROI)., • Programmatic: Gain insight into programmatic advertising, including working with demand-side platforms (DSPs) to buy display, video, and native ads at scale, optimizing for reach, engagement, and conversions., • Email Marketing: Learn how to craft compelling email campaigns, segment audiences, and optimize performance through testing and automation., • Affiliate Marketing: Understand how brands collaborate with partners to drive traffic and conversions through commission-based strategies., • Search Engine Optimization (SEO): Gain insights into optimizing website content and structure to improve search engine rankings and organic visibility., • Influencer Marketing: Explore how brands collaborate with influencers to build awareness, drive engagement, and generate conversions., • Retail Media: Discover how brands advertise on e-commerce platforms (e.g., Amazon, Walmart, TikTok Shop, etc.) to increase product visibility and sales. Some duties will include and are definitely not limited to: • Work with a diverse portfolio of clients to support their marketing efforts., • Communicate with clients via email and meetings, ensuring alignment on strategy and performance goals., • Collaborate with multiple internal teams to design and execute marketing strategies., • Produce meaningful marketing KPI dashboards and deliver performance reports with actionable insights., • Analyze cross-channel performance data to identify opportunities for optimization and improvement., • Support A/B testing, consumer research, and data-driven decision-making to enhance campaign performance., • Assist in implementing best practices and proprietary technology to optimize marketing strategies., • Provide creative and copy recommendations based on historical performance data. Qualifications and Experience: • Bachelor's degree or equivalent experience., • Strong analytical and problem-solving skills., • Interest in pursuing a career in performance-driven digital marketing., • Ability to work in a fast-paced, deadline-oriented environment., • Basic knowledge of Microsoft Excel (e.g., conditional statements, pivot tables, VLOOKUPs)., • Cognitive Aptitude and Typing Test This role begins with a 2-month program designed to provide hands-on training and professional working experience, as well as serve as the standard employment probationary period. Upon successful completion of this program, you will be staffed on a team to begin working immediately! Note: employment types may vary by country due to local labor laws, HR will clarify before employees start. We offer a competitive salary and benefits based on ability level, including: • Base salary - $65,000, • 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, • Bonus Perk - Seamless allowance, • This is an entry level position. Training and development will be provided. 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, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Job Description Start Date: This position is for candidates available to start full-time in Q3 (July-September), with relocation needs considered. • If you are seeking a later date, please apply to appropriate job postings below:, • Digital Media Strategist Q4 (October-December), • Digital Media Strategist Q1 (January-March) Are you interested in launching or growing your career in digital marketing? The WITHIN team is expanding, and we're looking for a Digital Media Buyer to support our efforts across multiple marketing channels. This role offers an opportunity to gain hands-on experience and develop expertise in key areas of digital marketing, including Paid Social, Paid Search, Programmatic, Email Marketing, Affiliate Marketing, Search Engine Optimization (SEO), Influencer Marketing, and Retail Media. As part of a fast-growing company, you'll collaborate with internal teams and clients to drive performance-driven marketing strategies. This role is perfect for individuals who are analytical, creative, and eager to learn in a dynamic, deadline-driven environment. What You'll Learn: This role will expose you to various marketing channels, helping you develop a strong foundation in performance marketing. Depending on the projects you work on, you may gain experience in: • Paid Social: Learn how to create and manage paid social campaigns on platforms like Facebook, Instagram, TikTok, and LinkedIn, focusing on targeting, budgeting, and performance analysis to drive engagement and conversions., • Paid Search: Understand how to create and optimize paid search campaigns on platforms like Google Ads and Bing, including keyword research, ad copywriting, and bidding strategies to maximize return on investment (ROI)., • Programmatic: Gain insight into programmatic advertising, including working with demand-side platforms (DSPs) to buy display, video, and native ads at scale, optimizing for reach, engagement, and conversions., • Email Marketing: Learn how to craft compelling email campaigns, segment audiences, and optimize performance through testing and automation., • Affiliate Marketing: Understand how brands collaborate with partners to drive traffic and conversions through commission-based strategies., • Search Engine Optimization (SEO): Gain insights into optimizing website content and structure to improve search engine rankings and organic visibility., • Influencer Marketing: Explore how brands collaborate with influencers to build awareness, drive engagement, and generate conversions., • Retail Media: Discover how brands advertise on e-commerce platforms (e.g., Amazon, Walmart, TikTok Shop, etc.) to increase product visibility and sales. Some duties will include and are definitely not limited to: • Work with a diverse portfolio of clients to support their marketing efforts., • Communicate with clients via email and meetings, ensuring alignment on strategy and performance goals., • Collaborate with multiple internal teams to design and execute marketing strategies., • Produce meaningful marketing KPI dashboards and deliver performance reports with actionable insights., • Analyze cross-channel performance data to identify opportunities for optimization and improvement., • Support A/B testing, consumer research, and data-driven decision-making to enhance campaign performance., • Assist in implementing best practices and proprietary technology to optimize marketing strategies., • Provide creative and copy recommendations based on historical performance data. Qualifications and Experience: • Bachelor's degree or equivalent experience., • Strong analytical and problem-solving skills., • Interest in pursuing a career in performance-driven digital marketing., • Ability to work in a fast-paced, deadline-oriented environment., • Basic knowledge of Microsoft Excel (e.g., conditional statements, pivot tables, VLOOKUPs)., • Cognitive Aptitude and Typing Test This role begins with a 2-month program designed to provide hands-on training and professional working experience, as well as serve as the standard employment probationary period. Upon successful completion of this program, you will be staffed on a team to begin working immediately! Note: employment types may vary by country due to local labor laws, HR will clarify before employees start. We offer a competitive salary and benefits based on ability level, including: • Base salary - $65,000, • 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, • Bonus Perk - Seamless allowance, • This is an entry level position. Training and development will be provided. 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, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Strong technical skills in fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax. Fiduciary Account Administration Position. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax, ability to prioritize and

Review complex personal & business tax returns. Research Tax & Accounting Issues. Review individual, business & fiduciary tax returns.

FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. Understanding of trust structures and trust terminology. Our purpose is to help build a financial services indust

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Minimum 2 years of experience in a professional services or tax services

The NYC Financial Information Services Agency-Office of Payroll Administration (FISA-OPA) seeks to hire an Accountant Level 1 for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and Local payroll withholding taxes to the taxing authorities. A valid New York State Certi

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

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionDescription: Pashman Stein Walder Hayden is seeking a Bankruptcy, Restructuring & Creditors’ Rights senior associate or counsel to be based in Hackensack or Holmdel, New Jersey; or Wilmington, Delaware. This senior associate or counsel will directly support attorneys in the firm’s growing Bankruptcy, Restructuring & Creditors Rights’ practice, and will have the opportunity to work on related matters with the support of the firm’s deep commercial litigation, fiduciary litigation, white collar litigation, and insurance litigation practice groups. Ideal candidates will have 5 to 8 years of relevant experience. All candidates must have very strong academic records with excellent writing and analytical skills. A judicial clerkship is helpful. Bar membership in Delaware or New Jersey is mandatory. For open positions and to submit your resume, please contact . Requirements:

Job Description We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. Having experience as a financial planner is a plus, but not required. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Lateral Partner/Sr. Attorney, Taxation & Estates Midtown Manhattan (right by gand central) Hybrid (4 days in, 1 day remote Large law firm seeking a lateral partner to join their Taxation & Estates practice. QUALIFICATIONS: • Senior associate with at least 8+ years of experience will also be considered., • Book of Business a plus, • Extensive experience in complex trust and estate planning and administration, including fiduciary tax and accounting, gift and estate tax return preparation, estate controversies and audits and complex valuation issues., • Must have experience with estate and wealth planning for high net worth individuals and families and will be able to advise on income tax, transfer tax and charitable planning and pass-through entity and business succession planning., • Experience in Federal tax planning matters relating to individuals and entities, as well as transactional matters.=, • LL.M. in taxation is a plus and New York Bar admission is required (admission to Connecticut, Massachusetts, Florida or New

Job DescriptionDirect Counsel is representing an AmLaw 100 firm seeking a mid-level associate attorney to join its Finance and Bankruptcy Practice Group in New York City. This is a standout opportunity to work on complex U.S. and cross-border bankruptcy and restructuring matters within a collaborative, multi-disciplinary legal environment. The firm’s bankruptcy team is deeply integrated with its commercial finance, real estate, tax, labor, and corporate groups, allowing associates to develop broad-based skills while handling sophisticated matters related to financial distress and insolvency. Key Responsibilities: * Represent debtors, creditors' committees, DIP lenders and borrowers, and investors in Chapter 11 proceedings * Draft bankruptcy petitions, first-day pleadings, disclosure statements, reorganization plans, and other key filings * Handle bankruptcy-related litigation, including prosecuting and defending preference, fraudulent transfer, and fiduciary duty claims * Advise clients on strategic planning before and during bankruptcy filings * Represent parties in Section 363 sales, including sellers, stalking horse bidders, and competing bidders * Work on foreclosures and contested plan confirmations * Collaborate closely with attorneys across practice areas to address the full scope of legal issues in bankruptcy matters Qualifications: * 3–5 years of experience in financial restructuring and bankruptcy law * Strong background working with creditors’ rights, distressed transactions, and bankruptcy litigation * Excellent writing, research, communication, and project management skills * Ability to manage multiple complex matters simultaneously * Clerkship with a bankruptcy judge is a plus * Familiarity with business accounting and financial reporting issues Education and Admission: * Juris Doctor (JD) from an accredited law school with strong academic credentials * Admitted to the New York State Bar Work Environment: * This position is based in New York City * The firm currently follows a hybrid work policy requiring at least three days per week in-office (subject to change) Compensation: The salary range for this position is $235,000 – $390,000, commensurate with experience and qualifications. This is an exceptional chance to join a collaborative, high-caliber team at a leading law firm where you’ll handle some of the most challenging and rewarding work in the finance and bankruptcy space.

Job DescriptionJob Title: ERISA Fiduciary (Title I) Attorney Locations: Atlanta, Boston, Century City, Chicago, Dallas, Houston, Downtown Los Angeles, New York, Orange County, Palo Alto, San Diego, San Francisco, Washington, D.C. Salary Range: $450,000 – $500,000 annually Job Description: Direct Counsel is seeking an experienced ERISA Fiduciary (Title I) Attorney to join a top-tier international law firm with a robust investment management and private funds practice. This is a high-level opportunity for a seasoned attorney with deep knowledge of ERISA Title I to advise on complex transactions for sophisticated investment clients. Key Responsibilities: * Advise private funds and investment managers on “plan asset” rules, including the 25% test and VCOC/REOC compliance * Draft and review ERISA-related fund documentation (PPMs, LPAs, subscription agreements, side letters) * Analyze transactions for REOC/VCOC qualification and prepare legal opinions and certifications * Counsel investment advisers and hedge fund sponsors on fiduciary duties and prohibited transactions under Title I of ERISA * Navigate statutory and administrative exemptions (e.g., QPAM) * Handle DOL and IRS compliance matters, including audits and exemption requests * Advise on ERISA issues in M&A involving investment advisers * Represent pension fund fiduciaries and clients in fund review and investment decisions * Support securitization transactions (especially CLOs) and prepare related ERISA disclosures for capital markets offerings Qualifications: * Minimum of 7 years of experience focused on ERISA Title I matters * Outstanding academic credentials * Law firm experience required * Must be licensed and in good standing in the jurisdiction of practice Compensation: The expected salary range for this position is between $450,000 and $500,000 annually, depending on experience and other relevant factors. To Apply: Please submit your resume, cover letter, and law school transcript for consideration. Direct Counsel is proud to partner with leading law firms across the country and is committed to representing exceptional legal talent.

Job DescriptionSalary: General Counsel Position Summary The General Counsel serves as the organizations Chief Legal Officer, responsible for leading all legal, regulatory, and compliance matters. Reporting to the CEO, this role requires deep experience in labor relations, contract negotiation, multi-state regulatory compliance, and a strong track record of working with municipalities, public agencies, and regulatory authorities. The General Counsel provides strategic legal guidance to the executive team and board while building and overseeing a responsive, risk-aware legal function that enables operational success. Key Responsibilities: Corporate Compliance & Governance • Develop and maintain company-wide compliance programs, including training and reporting protocols, • Advise executive leadership and Board on governance matters, corporate structure, and fiduciary duties, • Monitor and manage LLCA compliance and DOA, • Draft, negotiate, and review a wide variety of agreements including:, • Government and vendor contracts, • Employment and executive agreements, • Service and construction contracts, • Financial contracts, • Intergovernmental or joint-use agreements, • Monitor and manage loan and financial contract compliance Advise on environmental laws and regulatory frameworks impacting operations, including permitting, reporting obligations, and risk mitigation. Collaborate with internal teams and external counsel to ensure compliance with federal, state, and local environmental regulations. • Serve as primary liaison with municipalities, regulatory agencies, and public entities across multiple jurisdictions, • Advise on land use, permitting, licensing, zoning, public contracts, and compliance with local and state administrative law, • Monitor changes in municipal and state-level regulations that impact operations or contracting requirements, • Support public bids, RFP responses, and government contracts, ensuring compliance with procurement rules, • Provide legal support for operations across multiple states, including regulatory filings, licensing, and labor compliance, • Lead legal strategy for labor relations, including union negotiations, grievance resolution, and collective bargaining, • Ensure compliance with multi-jurisdictional employment regulations (FMLA, FLSA, NLRA, Title VII, state-specific labor codes), • Monitor and manage compliance, • Juris Doctor (JD) from an accredited law school, • Active license to practice law in the U.S. (Multi-state bar admission or ability to register in multiple states preferred), • 10+ years of legal experience, with a strong focus on public sector, municipal law, labor law, and contract negotiation, • In-house experience with a company engaged in municipal contracts or regulated industries preferred, • Proven success in managing unionized workforce legal matters, • Exceptional communication, negotiation, and leadership skills, • Familiarity with public procurement, Prevailing Wage laws, and FOIA/open records compliance, • Experience negotiating with public utilities, city or county governments, and transportation or infrastructure authorities, • Strong understanding of government funding, compliance audits, and regulatory enforcement, • Experience overseeing or integrating with environmental, safety, or zoning/legal permitting functions, • Competitive salary with executive bonus potential, • Full benefits package including health, dental, vision, 401(k), and legal continuing education support

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 Position: Legal Executive Assistant (T&E Department) Location: Mineola, NY Compensation Package: Base salary up to $85K, Paid Overtime, Annual Bonus, Comprehensive Benefits, 401(k), and more Firm: Prestigious National Law Firm Overview: This is a unique and highly visible opportunity to provide executive-level legal and administrative support the Trusts & Estates Department at a top-tier national law firm. The ideal candidate will bring a high degree of professionalism, discretion, and attention to detail in managing complex estate matters and supporting high-level departmental operations. Responsibilities for Legal Executive Assistant (T&E Department): • Serve as a trusted right hand to the Department Chair, providing proactive, high-level administrative and legal assistance in a fast-paced and sophisticated legal environment, • Manage a complex and ever-changing calendar, coordinate high-level internal and client meetings, and ensure seamless communication across all parties, • Prepare and file court documents for probate and estate proceedings, including fiduciary appointments, disclaimers, resignations, inventories, and estate claims, • Assist with the preparation and timely filing of Federal and New York State estate tax returns, • Draft, revise, and finalize estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies, • Prepare and manage beneficiary designation forms, and assist with the administration and transfer of assets across estate and trust accounts, • Maintain accurate and confidential records, time entries, and billing support for the Chair Requirements for Legal Executive Assistant (T&E Department): • Minimum 5+ years of Trusts & Estates experience in a law firm setting, with demonstrated experience supporting senior-level attorneys, • Exceptional organizational and multitasking skills with the ability to anticipate needs and prioritize with minimal supervision, • Proficiency in Microsoft Office Suite (Word, Outlook, Excel); knowledge of legal billing/time entry systems is a plus, • Strong interpersonal skills and a refined client service orientation, • Familiarity with New York probate procedures and estate administration; working knowledge of Medicaid applications is a plus

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director in our New York City, Atlanta, or Chicago offices. The Complex Claims Director will independently handle a diverse pending of high severity, low-frequency large account claims underwritten out of the Financial Institutions and Commercial (i.e., Public Company) teams, focusing mainly on Financial Institutions, Errors & Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, actuaries) as well as external customers (brokers, insureds, defense counsel, etc.). Duties & Responsibilities: • Independently evaluate information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Attend mediations of complex claims on behalf of the company and effectively negotiate settlements., • Provide outstanding customer service to, and seamlessly work with, the insured, broker, and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively both verbally and in writing., • Draft reports, set reserves within the authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • JD required., • Typically 7+ years of relevant claim or legal experience in Financial lines., • Excellent interpersonal communications and negotiation skills., • Ability to thrive in a highly collaborative team environment. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Executive Assistant | Executive Operations Manager will be proactive, organized and self-motivated taking on new challenges to strategically support a growing business with a variety of responsibilities and dynamic key projects. This role will work directly with our President and support the success of our executive management team. This individual will work closely with senior leaders providing high-level support and leading key projects. The role requires interacting with employees at all levels of the organization as well as with clients, board members and other external stakeholders. This role will perform multiple administrative support roles for Mercer Advisors including interactions with executive leadership, employees and working with both clients and investors. Essential Job Functions will include: Key Executive Assistant duties: • Supporting multiple executives including the President and other senior leadership with all administrative needs, • Proactively managing complex calendars and meeting scheduling, • Acting as the point of contact between executives and employees/clients managing the timely communication of information with a service mindset, • Creating, drafting, editing and proofing reports, spreadsheets, letters, written correspondence, presentations and other documents as well as updating internal systems, • Support Board related responsibilities, • Assist with Mergers & Acquisition related requests, • Monitoring, tracking, and organizing data, reports and documents, • Coordinating travel arrangements and processing expenses, • Screening and directing incoming calls including determining the level of priority while maintaining confidentiality, • Building and maintaining positive relationships with external callers as well as internal contacts at all levels of the organization, • Assisting senior leaders with activities related to new strategic projects and initiatives, • Researching, collecting and analyzing information, • Executing responsibilities without prompting and advising in advance with issues or delays, • Coordinating internal and external events as needed, • Other duties as needed Key Executive Operations Manager duties: • Manage company leadership calendar and cadence – support the strong collective effectiveness of the leadership team by creating an effective cadence for communication and collaboration., • Manage the overall company calendar, • Manage the Exec team calendar / whereabouts, • Orchestrate leadership involvement in client / prospect events (speakers' bureau concept), in partnership with local marketing, • Organize leadership events. Work with the CEO and President to organize the effective governance of the 'organic business'. These include, for now:, • Business Leadership Team, • Quarterly Business Reviews, • Semi-Annual ELC meetings / offsite (in partnership with others), • Annual leadership forum, • Support board committees convened by the President & CFO, respectively. Including, for now:, • Organic Working Group (Board), • Budget Working Group (Board), • Coordinate executive coverage and project support. Ensure successful coverage of the executive group more broadly, • Working with the President & CFO, determine the appropriate Executive Assistant coverage ratios for different levels of the organization, • Oversee Executive Assistant coverage alignment, including coverages during leave, • Assign strategic projects / tasks related to the above to Executive Assistants, • +10 years of experience in an administrative support role required, • +5 years planning and executing events, • High school diploma required; Bachelor's degree strongly preferred, • Proficiency with MS Office programs including Word, Excel, Outlook and PowerPoint; other technologies like Zoom, Teams, and Box., • Experience exercising discretion and confidentiality with sensitive company information, • Ability to excel in a fast-paced, deadline-driven and collaborative environment, • Ability to plan, prioritize and organize a diverse workload, • Ability to adapt procedures, processes and techniques to complete projects and tasks, • Ability to work independently and remain flexible as priorities change, • Results-driven, solution-oriented, • Highly organized, detail oriented, • Strong interpersonal and verbal/written communication skills, • Self-starter and critical thinker, • High level of executive presence Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Role will require in office presence ~3 days per week, with flexibility as needed. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Salary: Average annual salary range for this position across our locations is: $115,000 to $130,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job DescriptionTitle: Senior Attorney, Associate, PartnerLocation: Remote USACompensation: DOERequirements: • 5+ years experience working as an Attorney, • 2+ years working in Employee Benefits, • Able to work 1150 billable hours Candidates should have experience in one or more of the following areas: • Advising employers on retirement and welfare benefit plans in compliance with ERISA and the Internal Revenue Code., • Working with qualified defined contribution and defined benefit retirement plans., • Strong understanding of ERISA, the Internal Revenue Code, and related regulatory frameworks, including IRS and DOL correction programs., • Handling nonqualified deferred compensation plans, equity compensation, and retention programs., • Managing employee benefit plans and compensation arrangements in mergers and acquisitions., • Advising on health and welfare benefit plans., • Drafting plan documents and summary plan descriptions, negotiating service provider contracts, and reviewing investment management agreements., • Counseling plan sponsors and fiduciaries on compliance and fiduciary best practices, with an emphasis on plan governance., • Experience with benefit plans for non-profit organizations, including 403(b), 457(b), and 457(f) plans., • Familiarity with governmental and church employee benefit plans., • Understanding of investment products used in retirement plans, such as annuity contracts. Successful candidates will have: • A J.D. from a nationally recognized law school., • Strong research, analytical, and writing skills., • Excellent interpersonal and problem-solving abilities. This position can be fully remote. Candidates must be licensed to practice law in their home jurisdiction. Licensure in California is a plus but not required.

Job Description Job Description Winget, Spadafora & Schwartzberg, LLP seeks an Associate Attorney with 2-5 years of litigation experience to join its headquarters in New York City. NY & NJ bar admission required for diverse practice including professional liability, securities litigation, labor & employment and insurance broker liability. We are looking for candidates with experience in civil litigation and a demonstrated ability to independently move cases toward resolution or trial. Hybrid schedule (4 days in-office). Salary is commensurate with experience, but the range for this position is $100,000.00 - $130,000.00 (not including bonus). Position Summary Key Responsibilities and Accountabilities • Efficient management of multiple cases., • Timely preparation of pleadings, motions and discovery., • Participate in mediations, hearings and depositions as required., • Evaluation of findings and development of strategies and arguments in preparation for presentation of cases., • On-time completion of reports/projects, in adherence to partner and client needs/guidelines., • Ability to comprehend complex matters, to identify and to articulate core issues, and to understand applicable legal principles., • Possess keen-eye for detail, coupled with exceptional research and proofreading abilities., • Ability to work independently, as well as part of a team., • Effective written and oral communication skills., • J.D. from an accredited law school., • 2-5 years of civil litigation experience., • Generous Benefits Package., • Hybrid Schedule (4 days in-office)., • Eligibility to Participate in our Associate Bonus Program., • Associate Attorney Mentorship Program., • Collaborative and Collegial Work Environment., • Opportunities to bond with other firm employees at various functions throughout the year., • Winget, Spadafora & Schwartzberg LLP prioritizes providing its employees with opportunities for Growth and Development as a professional.Company DescriptionWinget, Spadafora & Schwartzberg, LLP (“WSS”) is a nationally recognized law firm founded over three decades ago. WSS has offices in New York, NY; Jersey City, NJ; Stamford, CT; Boston, MA; Philadelphia, PA; Miami, FL; Houston, TX; Los Angeles, CA; and Boulder CO. WSS is an industry leader in securities litigation and regulatory defense for broker-dealers, financial professionals and registered investment advisors. WSS also defends Professional Liability (including Attorneys, Accountants, Architects, Design Professionals & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Insurance Coverage; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas) matters across the United States.Winget, Spadafora & Schwartzberg, LLP (“WSS”) is a nationally recognized law firm founded over three decades ago. WSS has offices in New York, NY; Jersey City, NJ; Stamford, CT; Boston, MA; Philadelphia, PA; Miami, FL; Houston, TX; Los Angeles, CA; and Boulder CO. WSS is an industry leader in securities litigation and regulatory defense for broker-dealers, financial professionals and registered investment advisors. WSS also defends Professional Liability (including Attorneys, Accountants, Architects, Design Professionals & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Insurance Coverage; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas) matters across the United States.

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

Job Description Responsibilities • Represent clients in estate litigation matters, including will contests, trust disputes, and breach of fiduciary duty claims., • Provide legal advice to clients on matters related to estate planning, including probate and tax issues., • Draft and review legal documents, including wills, trusts, and other estate planning documents., • Conduct legal research and prepare memoranda and pleadings., • Attend court hearings and trials and argue before judges and juries., • Collaborate with other attorneys and staff to develop case strategies and ensure the best results for clients., • Juris Doctorate degree from an accredited law school., • Admitted to practice law in the state in which you will work., • At least 3 years of experience practicing estate litigation law

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Our client, a national labor and employment firm, is seeking an employee benefits associate for its Berkeley Heights, New Jersey Office. The ideal candidate must have a minimum of two to three years of experience at a boutique or general practices firm advising clients on executive and equity compensation; nonqualified deferred compensation plans; and issues involving qualified retirement plan design and compliance, ERISA fiduciary duty and prohibited transactions, and health and welfare design and compliance. Candidates must possess excellent academic credentials, strong communication, analytical, writing, and interpersonal skills. Candidates must be admitted to practice in New Jersey. An LL.M. in Taxation is not required but would be a plus. Competitive salary and benefits are offered with this position. Our attorneys have the flexibility to work a hybrid work schedule. The expected salary range for this New Jersey position is between $150,000 and $185,000. Actual pay will be adjusted based on experience and other job-related factors as permitted by law.

Job Description Experienced Associate Attorney Estate & Elder Law Watchung, NJ Join our highly experienced, well known, respected and tenured Managing Member and the Firm's team of professionals at a firm solely practicing Estate and Elder Law. To learn more, please visit our website at statelaw.com.to learn more about this Firm. We are seeking experienced associate attorneys with a minimum of five (5) years of estate planning and/or older care background.The ideal candidate must have a fire serve and to: give clients peace of mind; and be an advocate for vulnerable elderly and others needing support during a crisis. Applicants must have direct experience in the following areas of estate and elder law: estate planning, estate administration, guardianship, Litigation, Medicaid Applications, Crisis Management, and other related matters. Summary of Job Duties & Responsibilities: 1. Support the managing partner with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, beneficiary designations, and advise on tax and Medicaid implications and complex asset protection plans including family partnerships and irrevocable trusts; supervise signing ceremonies. Associates have the opportunity for growth in the firm by initiating client engagement through their own relationships., 2. Manage estate and trust administration matters to assist fiduciaries in the administration process, preparation and submission of fiduciary accounts, advise the client on beneficiary relations and asset management/distribution, advise on Estate and Inheritance Tax Returns, interact with financial institutions, other professionals, and the Surrogate court., 3. Advise on Medicaid spend-down and applications with the County Board of Social Services; defend Medicaid clients in fair hearings; advocate for elderly clients in institutional care settings or home care settings., 4. Engage in litigation related to will and trust contests, guardianship/conservatorship and other issues related to estate and elder law. 40.0 hours/week with expectation for commitment to additional hours as the clients' and firm's needs require. The associate attorney position is a full-time in-office position. Associates perform a wide variety of functions and supervise paralegals to support the firm's Estate & Elder Law practice. The position requires competent third-party contact, passionate advocacy, problem-solving, empathetic client contact, document, correspondence and pleading drafting, legal research and writing, accurate billable hour tracking and capability of explaining to the client the firm's engagement process and fee schedule. Interpersonal skills are required to develop a long-term client relationship and referrals. Attend CLE as required and to strengthen knowledge in the practice areas to offer innovative solutions to client issues; networking events; county bar association events and involvement. Qualifications & Skills: • J.D. Degree. Additional licensure or education, such as LLM, MBA, or CPA is helpful but not required., • Two or more years of relevant work experience, estate and elder law practice preferred., • Excellent communications skills - both oral and written., • Attention to detail, solid organizational skills, and ability to prioritize and delegate tasks., • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm's case management system (CLIO)., • Ability to anticipate the client's needs and the firm's needs to maintain the firm's reputation, competence and excellence. Benefits: Paid time off. Health insurance available after introductory period. Wellness benefits include an in-house Exercise Room and a Relaxation Room. A private shower will be available for the firm. Job Posted by ApplicantPro

Job Description Location: On-Site (New York, NY) Reports to: Human Resources Director FLSA Status: Exempt JOB SUMMARY: We are seeking a detail-oriented and experienced Payroll and Benefits Manager to manage and optimize our payroll and employee benefits processes. This role plays a critical part in ensuring our employees are paid accurately and on time, and that our benefits programs are administered smoothly and compliantly. As an individual contributor, the Payroll & Benefits Manager must be hands-on, adapt quickly to change, and have the ability to work well in a fast-paced dynamic environment. The ideal candidate will bring deep expertise in payroll processing, benefits administration, and HR systems — with a strong preference for experience using Rippling. ESSENTIAL DUTIES & RESPONSIBILITIES: Payroll Administration: -Process end-to-end bi-weekly and semi-monthly payroll for 350+ employees across 35+ locations, multiple states, and legal entities, ensuring accuracy, timeliness, and compliance. -Ensure proper calculation and processing of salaries, adjustments, bonuses, overtime, leave usage, garnishments, and other deductions. -Validate and reconcile payroll prior to submission, including review of time reports, earnings, and deductions. -Ensure compliance with all federal, state, and local payroll, wage, and hour laws. -Set up and manage State Income Tax (SIT) and State Unemployment Insurance (SUI) accounts for new states as the company expands. -Prepare and file quarterly and annual payroll tax returns, including W-2s, 1099s, and other required documentation. -Maintain compliance for all payroll processes and support internal and external audits. -Manage payroll operations including general ledger mapping, reconciliations, tax reporting, and quarter/year-end close activities. -Serve as the primary payroll expert with strong knowledge of payroll systems, tax compliance, GL integration, and error resolution. -Develop, implement, and maintain payroll policies and procedures, identifying areas for process improvement and automation. -Act as the main point of contact for employee payroll inquiries, providing prompt and accurate support. -Collaborate with HR, Finance, and other departments to ensure employee data changes are reflected accurately in payroll (e.g., new hires, terminations, salary changes). -Partner with Finance and Accounting teams on audits, reconciliations, and payroll-related reporting. -Benefits Administration: Administer a full range of employee benefits programs including medical, dental, vision, life insurance, disability, COBRA, FMLA/LOA, HSA/FSA, and tuition reimbursement. Benefits Administration: -Serve as the primary contact for benefits-related questions, ensuring accurate and timely resolution for employees. -Ensure new hires are enrolled in benefits plans on a timely basis; follow up as needed -Maintain database to ensure benefit additions, changes and terminations are processed by insurance carriers -Oversee day-to-day 401(k) administration including enrollments, rollovers, distributions, loans, hardship withdrawals, and compliance testing. -Partner with plan providers and third-party administrators to ensure fiduciary responsibilities are met, annual discrimination testing and audits are completed, and required government filings are submitted on time. -Serve as liaison between the company and benefits vendors, brokers, and third-party administrators. -Ensure compliance with all applicable federal and state regulations including ERISA, HIPAA, COBRA, ACA, and IRS requirements. -Supports the annual open enrollment process, including system configuration, employee education, and communication efforts. -Collect and reconcile benefits data for monthly invoicing. -Coordinate the review and payment of administrative fees and premium invoices for all group plans. COMPETENCIES: -Strong knowledge of payroll and benefits regulations, including FLSA, ACA, COBRA, and ERISA -Experience evaluating and improving payroll workflows, systems, and technology to enhance accuracy and scalability -Significant experience administering employee benefits, including managing payroll feeds, reconciling deductions, and coordinating across multiple carriers and retirement plan record-keepers -Advanced proficiency in Microsoft Excel and other data analysis tools -Highly proactive and analytical with strong attention to detail -Ability to handle confidential information with discretion and professionalism -Excellent interpersonal, written, and verbal communication skills -Ability to work well independently and collaboratively within a team environment EDUCATION AND EXPERIENCE: -BA/BS in Human Resources, Finance, Accounting, Business, or a related field -5+ years of experience in payroll processing and benefits administration, preferably in a multi-state, multi-entity environment -Experience with payroll software and HRIS systems (Rippling strongly preferred) WORK ENVIRONMENT: -This job will be on-site (4) days per week, based out of our NYC office. TRAVEL REQUIRED: -This position requires minimal travel, up to 10%, to our headquarters office for in-person meetings and to our pet care centers in order to familiarize yourself with projects and ensure timelines are met. PHYSICAL REQUIREMENTS: -Ability to remain in a stationary position for extended periods while using a computer. Compensation & Benefits: -The base salary range for this role is $100,000 – $125,000, depending on experience and qualifications. In addition, we offer a comprehensive benefits package. This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. The employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship. Petfolk is an equal opportunity employer. It is the policy of the company to prohibit discrimination and harassment of any type and to afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, gender identity or expression, or veteran status.

Job Description Harlem Children’s Zone (HCZ) is seeking a highly accomplished and values-aligned attorney to serve as its General Counsel, a new and pivotal role that will contribute directly to HCZ’s mission and the empowerment of the Harlem community. Reporting to the CEO, this person will serve as the organization’s chief legal advisor and a trusted strategic partner to the CEO, Board of Trustees, and senior leadership team. The GC will oversee all legal matters, provide risk management guidance, ensure compliance with federal and state laws, and support HCZ’s mission-driven operations. This individual will lead and manage legal strategy across a range of areas including governance, employment law, contracts, intellectual property, and regulatory compliance. They will also play a key role on the Executive Team (“E-Team”) in supporting the achievement of HCZ’s vision of operational excellence, as well as the mission of ending the cycle of intergenerational poverty. Requirements • Juris Doctor (JD) from an accredited law school and admission to the New York State Bar (or eligibility for in-house counsel registration)., • Deep knowledge of governance, contracts, employment law, and compliance frameworks., • Strong strategic thinking and problem-solving skills with the ability to provide sound, business-oriented legal advice., • Ability to provide strong leadership; strongly ability to work with diverse personalities and level access functions., • Exceptional communication, negotiation, and interpersonal skills, with the ability to work collaboratively across diverse teams., • High integrity, sound judgment, and a passion for HCZ’s mission and values., • Excellent managerial and problem-solving skills required. Legal Strategy & Counsel • Serve as the principal legal advisor to the CEO, Board of Trustees, and executive team., • Provide proactive legal guidance on strategic initiatives, program development, partnerships, and organizational growth., • Ensure the organization’s compliance with all applicable local, state, and federal laws and regulations., • Advise on nonprofit governance best practices and maintain compliance with 501(c)(3) requirements., • Provide counsel on employment-related matters, including employee relations, labor law compliance, and internal investigations., • Manage risk assessment and mitigation strategies across all departments and programs., • Oversee outside counsel for litigation, dispute resolution, and specialized legal issues., • Prepare and review legal materials for Board meetings, ensuring alignment with governance and fiduciary responsibilities. As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) The salary range for this position is $290,000-$320,000 per year. This position will be eligible for an annual performance bonus and participation in the Senior Management Growth Fund, a deferred bonus program for senior staff. To be considered, interested applicants should apply directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. Harlem Children's Zone and Promise Academy Charter Schools do not provide work visas for candidates who require employer sponsorship to ensure work authorization in the United States. Harlem Children's Zone is an Equal Opportunity Employer.

Job DescriptionOur client is adding a highly skilled Senior Complex Claims Consultant to their Professional Liability team. This individual will be responsible for resolving sophisticated matters tied to executives, corporations, and financial institutions. The position requires strong technical expertise, sound decision-making, and the ability to manage sensitive, high-profile claims with confidence. This person will have the ability to work remote. • Manage and oversee a portfolio of Professional Liability claims with a focus on matters involving corporate executives, financial services organizations, workplace practices, employee benefit plans, and financial crime., • Conduct thorough assessments of coverage, liability, and damages, while ensuring accurate reserving throughout the life of each claim., • Develop and execute resolution strategies, including negotiation, mediation, or litigation oversight., • Provide clear updates to internal leadership and collaborate closely with outside counsel, brokers, and insured clients., • Monitor litigation progress and ensure external partners are aligned with company expectations regarding budget and strategy., • Identify claim trends and provide insights to underwriting and product teams to help refine offerings and anticipate emerging risks., • Represent the company in settlement discussions, industry events, and client meetings when appropriate.Qualifications:, • 7+ years of complex Professional Liability claims experience within executive risk, financial services liability, or related specialty lines., • Must be well versed in at least one or more of the following lines: D&O, E&O, EPL, MPL, or Fiduciary., • Strong grasp of insurance coverage analysis, legal process, and dispute resolution., • Bachelor’s degree required; advanced credentials (law degree, CPCU, RPLU, or equivalent) highly valued., • Proven ability to manage high-exposure claims independently and deliver timely results., • Exceptional communication skills, with the ability to build trust and credibility at all levels., • Organized, detail-oriented, and able to thrive in a fast-moving environment., • Comfortable handling a high volume of work while maintaining professionalism and accuracy.Salary/Benefits:, • $150,000 to $190,000+ annual base salary (depending on experience) plus 15-25% Annual Target Bonus, • Flex schedule and ability to work remotely, • Extremely competitive Medical, Dental, Vision and Life plans, • Employer matching 401(k) plan

Job DescriptionJob Posting: Senior Claims Examiner – D&O / Financial Lines Location: Remote Company: K2 Claims Services, LLC – A subsidiary of K2 Insurance Services About the Role: K2 Claims Services, LLC ("K2 Claims") is seeking a full-time Senior Claims Examiner specializing in Directors & Officers (D&O), Employment Practices Liability (EPL), Fiduciary, Financial Institutions, and other Professional Lines claims. This is a remote position with periodic travel for meetings, training, mediations, or trials as necessary. We are seeking experienced professionals with deep expertise in financial and executive liability claims. The ideal candidate will have a strong legal background and the ability to independently evaluate complex coverage issues, litigation management, and high-severity claim exposures. This role offers an opportunity to be part of a growing organization supporting a diverse portfolio of specialty insurance programs. Why Join K2 Claims? • Growing company with supportive clients and collaborative staff, • Competitive base salary: $150,000 to $200,000, commensurate with experience, • Performance-based bonus program, • Comprehensive medical, dental, and vision coverage, • Generous paid time off starting in your first year, • 401(k) with employer match, • Opportunity for career growth in a dynamic team environmentResponsibilities:, • Manage and resolve complex Professional Liability, D&O, EPL, Fiduciary, and Financial Institution claims, • Analyze and interpret policy language, coverage positions, and legal liability exposures, • Oversee and manage defense counsel, litigation strategy, and claim resolution plans, • Evaluate exposure, set accurate reserves, and report regularly to clients and management, • Conduct thorough investigations and in-depth claim file analysis, • Engage in claim reviews, mediations, settlement conferences, and arbitrations as necessary, • Maintain strong relationships with underwriting, brokers, reinsurers, and clients, • Prefer an experienced examiner that has worked with policies that are backed by multiple carriers based on a participation share (both domestic carriers and Lloyd’s based syndicates)., • Draft comprehensive claim reports with recommendations on coverage, liability, and damagesPreferred Qualifications:, • Minimum 7 years of experience handling Professional Lines / Financial Lines claims, • Law degree strongly preferred (JD), • Prior experience with a TPA, insurer, or carrier handling complex claims, • Strong knowledge of D&O, EPL, Fiduciary, Financial Institutions, and Professional Liability coverage forms, • Excellent analytical, negotiation, and communication skills, • Strong organizational and time management abilities, • Proficient with Microsoft Office (Word, Excel, Outlook)Mandatory Requirements:

Job Description Overview Physician Affiliate Group of New York (PAGNY) is adding an Chief of Emergency Medicine to the group at NYC Health + Hospitals/Metropolitan. The hospital is part of NYC Health + Hospitals. Metropolitan Hospital accommodates over 313,000 outpatient visits, nearly 70,000 emergency room visits and more than 13,000 inpatient admissions annually. The hospital maintains a strong academic affiliation with New York Medical College to maintain its high healthcare delivery standards. The mission of NYC Health + Hospitals is to extend equally to all New Yorkers, regardless of the ability to pay, comprehensive health services of the highest quality in an atmosphere of humane care, dignity, and respect. Their Values are built on a foundation of social and racial equity and has established the ICARE standards for all staff. NYC Health + Hospitals is the nation’s largest municipal health care delivery system in the United States. Dedicated to providing the highest quality health care services to all New Yorkers with compassion, dignity and respect, and regardless of immigration status or ability to pay. Responsibilities Direct, oversee, manage and evaluate all aspects of clinical services and medical education provided by members of the Department to deliver accredited medical services that meet all medical standards required by law; perform full range of administrative/operational responsibilities to ensure the efficient achievement of departmental goals and effective delivery of medical care to patients and the community at large, in conjunction with the Chief Medical Officer, the Executive leadership of the facility and the HHC Board of Directors. The Chief of Service is identified as the leader of the department. Today, the leader is challenged to help his/her department to evolve. Medicine is changing and while we continue the search for new pharmaceutical and technological advances to improve care, it has become critical that we examine and improve the delivery of care. The Chief of Service will be actively engaged in the measurement and management of quality and safety and leading the advances in the delivery of the Triple Aim. The Triple Aim, as articulated by CMS, is to simultaneously deliver better quality of care, better health for the population that we serve and to do this at lower cost. • Set expectations, monitor, document, and manage the performance of all clinical staff who report to this position., • Exercise responsibility for the quality and safety of Direct Patient Care Services including, but not limited to, the performance of ongoing performance improvement activities and compliance with all Performance Indicators, within your appointed specialty area., • Exercise responsibility for such other Departmental duties including, but not limited to, making recommendations for the granting of Medical Staff privileges, and the appointment and reappointment of Medical Staff, as set forth in the Regulations including, but not limited to, Joint Commission standards., • Reports to the Medical Director, with respect to the performance of the Contract Services Providers under your direction and supervision; represent your appointed specialty area(s) in a medical advisory capacity to the Corporation and the Chief Medical Officer; cooperate with the Corporation with respect to the purchase of supplies and equipment and the development of capital projects; and formulate special policies and procedures and techniques., • Design, implement and manage policies, systems and processes within the department to ensure the efficient and effective achievement of established goals., • For Chiefs of Service in service lines, collaborates with the service line administrator and nursing leader to develop and accomplish specific objectives designed to achieve the strategic goals of the health care facility., • Assume fiduciary responsibilities within the departmental structure set by the Senior Vice President, the Executive Director and the Chief Medical Officer. These responsibilities include identifying the need to increase and decrease clinical and support staff according to need, and to maximize efficiency of departmental services, creating revenue generating opportunities, and reducing waste. Qualifications A current, valid and unrestricted license to practice medicine in accordance with the laws of the State of New York; a valid DEA registration; status as a provider in good standing in the Medicare and Medicaid programs; board certification in the appropriate board specialty (may be waived by the President of HHC); and good standing with the health care facility’s Medical Staff (the “Medical Staff”) with appropriate privileges granted in accordance with the usual procedures of the health care facility. Demonstrated leadership and managerial abilities are essential including personnel, finance, quality and clinical resource management; maturity in clinical practice in area of specialty is preferred. Exceptional Benefits Include: • Competitive compensation package, • 10% 401K company contribution after one year of service, with 3% company contribution starting day one, • Choice of a three tiered, starting at FREE medical plans starting day one, • Excellent dental insurance including orthodontics coverage starting day one, • Generous paid time off program, • CME days and dollars, • Eligibility for loan forgiveness through the National Student Debt Forgiveness Center, • Visa candidates are considered, • Malpractice Provided, • Annual Based Salary: $356,797.67 Physician Affiliate Group of New York (PAGNY), a tax-exempt organization affiliated with NYC Health + Hospitals, is one of the largest physician groups in New York State and directly employs nearly 4,000 physicians and allied health professionals who serve seven of New York City’s public hospitals, numerous public health community-based practices, and the city’s Correctional Health Service. Physician Affiliate Group of New York, P.C. (“PAGNY”) is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sex, sexual orientation, transgender status, gender dysphoria, national origin, age, religion, disability, military and veteran status, marital or parental status, citizenship status, genetic information or any other factor which cannot lawfully be used as a basis for an employment decision. We require applications to be completed online. If you wish to view PAGNY’s EEO policies, please click here. Please click here to view the Federal “EEO is the law” poster or visit for more information. The annual base salary listed complies with the New York City law on Salary Transparency in Job Advertisements. The annual base salary listed is for full-time employment and does not include bonuses/incentive compensation or benefits. Total compensation depends on many factors, including experience, specialties, historical productivity, and historical collections. Actual total compensation may differ.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance has an exciting opportunity for a Senior Claims Examiner in our New York, Chicago, or Boston Office. The Senior Claims Examiner will independently handle a diverse mix of complex claims consisting of employment practices liability and directors’ and officers’ liability claims underwritten primarily out of the Private/Non-Profit unit. Experience handling Fiduciary and/or Fidelity/Crime claims is a plus. Candidates must have strong technical and analytic skills, as well as excellent interpersonal skills, as this role will have a high level of interaction with customers, brokers, outside counsel (defense and coverage), mediators, underwriters, and senior management. Duties & Responsibilities: • Duties may include but are not limited to: proactively handling claims from first notice of loss through ultimate resolution, working with and advising internal partners on claims, developing a proactive plan of action for ultimate resolution, obtaining budgets and meeting with clients, counsel and brokers and reviewing and providing advice on policy wordings and risk selection., • Independently evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company, with limited assistance from outside counsel., • Collaborate with defense counsel on strategy and resolution. Effective participation in mediations on complex claims, • Provides outstanding customer service and technical expertise; works well with the insured, broker and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicates complex coverage positions effectively., • Drafts reports and makes recommendations concerning reserve changes., • Travels to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • 5+ years’ experience, minimum three years’ experience handling insurance claims, defense and/or coverage litigation or other related experience required, • College degree required; JD preferred, • Professional/Management liability claims or insurance defense experience at an insurance carrier or law firm preferred, • Background in employment law, D&O, employee benefits/ERISA, and/or Fidelity/Crime helpful, • Excellent interpersonal, communications and negotiation skills required, • Must have attention to detail, organizational skills and ability to multi-task, • Ability to thrive in a dynamic, highly collaborative team environment BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates, • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders, • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework, • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement The base salary range for this position is from $120,000 – $140,000 along with annual bonus eligibility; a candidate’s actual salary is commensurate with experience as determined by their relevant skills and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture.

Job DescriptionCenter for Recovery and Wellness is part of Educational Alliance (EA), which brings together diverse communities in Lower Manhattan, offering individuals and families high-quality, multigenerational programs and services that enhance their well-being and socioeconomic opportunities. One of New York City’s original settlement houses, EA was founded in 1889 to offer educational, social, and cultural services to Jewish immigrants arriving to the Lower East Side. Today, EA partners with diverse communities throughout Lower Manhattan. Across our network of community centers, we empower people of all backgrounds to flourish, recognizing the intrinsic value within each individual and the importance of building community. JOB PURPOSE 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. SCOPE OF INFLUENCE • Provide onsite and offsite intake and admissions services to adults and adolescents with substance use disorders, and their families and significant others who may be impacted., • Partner with referral sources and expand referral base. Required Knowledge • LCSW, LMHC, LMSW, CASAC-2 or LMFT, • 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 Clinical: 45% • Complete intake and admissions assessments for residential rehabilitation (OASAS 820) and outpatient programs (OASAS 822) using a trauma informed lens (onsite, offsite, or via telehealth)”, • 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, • Team Player, • Flexible, • Adaptable, • Communication, • Planning and Organizing, • 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 Manny Cantor Center Gym & 14TH ST Y Gym The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. EEO Info Educational Alliance is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, marital status, disability status, veteran status, or any other characteristic protected by applicable federal, state, or local law. Educational Alliance is an Equal Opportunity Employer. For further information about Educational Alliance, please visit .

Job Description Litigation Associate – Complex Commercial, Tech & Trade Secret Disputes (LA, OC, SF, NY, or DC | Hybrid Flex) Are you a sharp, strategic litigator ready to tackle high-stakes disputes for global clients? If you're passionate about litigation, thrive under pressure, and want to be part of a powerhouse team handling some of the most complex, high-profile cases in the country—this might be the move that levels up your career. We’re working with an AmLaw Top 10 firm hiring a Litigation Associate (3–6 years) across its Los Angeles, Orange County, San Francisco, New York, and Washington, DC offices. This elite team is known for litigating complex commercial disputes, cutting-edge technology issues, and sensitive matters involving breach of contract, fiduciary duty, and trade secrets—often spanning multiple jurisdictions. If you’ve got Big Law experience, top credentials, and a consistent track record—they want to meet you. What You’ll Be Doing * Litigating high-stakes commercial matters involving breach of contract, fiduciary duty, trade secret misappropriation, platform liability, and privacy * Leading drafting on motions, managing discovery, and supporting trial teams on strategy and execution * Representing prominent clients across tech, private equity, and global markets * Navigating fast-moving regulatory and cross-border litigation * Collaborating closely with senior attorneys to deliver creative, bulletproof legal strategies What They’re Looking For * 3–6 years of experience at a top law firm handling complex commercial litigation * Exposure to cases involving breach of contract, trade secrets, fiduciary duty, data/privacy, or technology platform liability * Excellent research, writing, and oral advocacy skills * JD from a top-tier law school with strong academic performance * Bar admission in the relevant state preferred (CA, NY, or DC) * Steady tenure—they’re looking for committed associates ready to grow Why This Role Stands Out * Join a nationally ranked litigation team with a global reputation for excellence * Work on big-ticket cases with headline-making clients * Competitive base comp: $250K–$300K+ plus bonus * ️‍ Hybrid flexibility + world-class benefits * Clear partner-track growth with mentorship baked in If you’re ready to bring your litigation skills to one of the best firms in the world and do work that truly matters—let’s talk. Apply now or reach out for a confidential intro.

Job Description This is a prime opportunity for a legal professional with 2–7 years of experience in estate litigation, probate, and estate administration who is looking to advance their career in a dynamic and supportive environment. Key Responsibilities: Handle a caseload involving estate litigation, probate proceedings, and estate administration matters. Represent clients in court proceedings related to contested wills, fiduciary disputes, and other estate-related litigation. Draft legal documents, including pleadings, motions, and settlement agreements. Provide strategic legal counsel to clients on complex estate and trust issues. Collaborate with internal legal teams to ensure high-quality client service and efficient case resolution. Maintain regular and professional communication with clients, courts, and other stakeholders. Requirements Qualifications: Juris Doctor (JD) from an accredited law school with strong academic credentials. Licensed to practice law and in good standing in the State of New Jersey. 2 to 7 years of relevant experience in estate litigation, probate, and estate administration. Exceptional legal research, writing, and oral advocacy skills. Strong professional judgment, analytical thinking, and decision-making abilities. Highly organized and able to manage multiple priorities effectively. Proactive and resourceful, with a strong work ethic and the ability to work independently and as part of a team. Benefits Compensation and Benefits: Competitive base salary ranging from $125,000 to $150,000, depending on qualifications and experience. Comprehensive benefits package, including health, dental, and vision insurance, 401(k) with employer match, paid time off, and continuing legal education support.