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Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

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

Job Description Company & Team Overview This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn’s transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm — 20 people strong and growing — has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential • This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential., • Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation. • On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY, • You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation., • We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability., • We operate within the Specialization approach, with our agents focusing on specific territories and asset types – promoting collaboration and information sharing, while eliminating internal deal competition., • Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Market Analysis, Property Valuation, and Deal Negotiation skills, • Strong understanding of the commercial real estate industry, • Client Management and Relationship Building, • Financial Modeling and Analytical Skills, • Excellent verbal and written communication and negotiation skills, • Bachelor's degree in Real Estate, Finance, Business, or related field, • Experience in investment sales or commercial real estate industry, • Must be coachable and receptive to feedback, • Must be a team player with integrity Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be passionate about sales, marketing, and the Brooklyn real estate market, • Must be coachable and receptive to feedback, • Must be a team player with integrity, • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Must have strong written and communication skills and a basic understanding of finance, • Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook, • Must possess excellent communication skills; written and spoken, • Friendly, collaborative, work environment, • Full time and on-going training with industry leading experts, • State of the art, award winning designed office with communal kitchen, rooftop terrace and location close to Barclay's Arena/Atlantic Terminal, • Best in practice Client Relationship Management system and full access training., • Membership in industry organizations and paid access to industry events & memberships

Job DescriptionEntry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial GroupLaunch Your Career with Fortune-500-Level Support • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses., • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship., • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice., • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance., • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.What You’ll Do, • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit., • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors., • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions., • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool., • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).What You’ll Bring, • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)., • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools., • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession., • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).We Provide, • Compensation & Benefits, • W-2 with 7.5 % FICA, • 401(k) with 6 % match, • Medical, dental, vision, life & disability coverage, • National recognition programs and chairman’s trips, • Career Launch Package, • Licensing fees and study materials paid, • Structured 90-day ramp with dedicated mentor, • Marketing leads, digital tools, and administrative support Powered by JazzHR Xdopiqa2xx

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. As our Performance Marketing Lead, you'll lead strategy, execution, and measurement for all performance marketing (Paid + SEO/SEM + digital) in service of driving member growth. You will work cross functionally across product, design, engineering, BI, and finance to drive efficient and effective campaigns, resulting in high impact on member enrollment and engagement. You'll be a thought partner to account managers for customers and strategic partnerships, serving as an internal subject matter expert on performance marketing. This role is full-time, based in New York and hybrid. The role reports to the Head of Member Growth. As Performance Marketing Lead you will: • Develop and execute end-to-end performance marketing campaigns across paid search, SEO/SEM, and digital, • Define clear goals, budgets and KPIs for each campaign and iterate based on real-time performance data, • Lead A/B and multivariate testing to optimize creative, targeting and bidding strategies, • Partner closely with product, design, and account management teams to align on campaign goals, audience segmentation and measurement frameworks, • Collaborate with operations and finance to forecast spend, track ROI and report on budget utilization, • Drives member grow efficiently and effectively, improving unit economics as budgets grow, • Demonstrates continuous performance improvement through a high velocity of A/B and multivariate tests with clear learnings applied, • Delivers timely, actionable insights through accurate forecasting and comprehensive performance reports, • Builds strong cross-functional partnerships with customer and strategic partnership stakeholders, • 7+ years of performance marketing experience driving growth across paid search / SEO / SEM / digital, • Strong analytical chops; you're comfortable digging into data and surfacing actionable insights., • Strong understanding of behavioral and personalized marketing tactics., • Strong communication and collaboration skills, with experience working cross-functionally., • Creative and resourceful, with a strong bias for action and testing., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

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

Job Description REGISTERED FINANCIAL REPRESENTATIVES/FINANCIAL ADVISORS – Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). If you do not have these licenses, please do not apply. Locations: Tri-State Area (NY/NJ) (Red Bank NJ, Bronx NY, New York NY - Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products). This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and outstanding potential for professional growth within a supportive, team-oriented environment. Qualifications: • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • Three to five years of related brokerage or financial advisory experience., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting.

Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job DescriptionThe Opportunity: Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: * Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives * Analyze customer financial situations and provide tailored financial services and insurance products * Develop customized financial plans for clients that are tailored to their specific goals and objectives * Monitor markets, research financial products, and stay updated with new developments in the financial sector * Provide customer service to current and potential MassMutual customers Desired Qualifications: * Bachelor’s degree in a related field such as finance, accounting, or economics * Internship or some experience in the Financial Services industry * Strong customer service, communication, and presentation skills * Excellent verbal and written communication skills * Good knowledge of risk management and investment strategies Nice-to-haves: * Life, Accident, Health resident license * Knowledge and proficiency in the use of CRM software and financial data analysis tools * Strong organizational and time management skills * Ability to multitask and prioritize * Proficiency in MS Office Licensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Job Description The Academy of Rome is seeking a COO to join their team. This new hire serves as the principal executive responsible for day-to-day financial management and operations of the institution, ensuring efficient, compliant, and mission-aligned execution of all support functions. The COO is a trusted strategic leader reporting directly to the President & CEO and partners with the Executive Leadership Team. The COO manages strategic execution across financial, operational, and administrative domains and oversees eight direct reports spanning seven departments. This position requires bilingual and cross-cultural fluency, exceptional management skills, and expertise in financial operations and administration. Our client is a residential institute for advanced work in the arts and humanities. Beyond its core academic mission, the Academy also operates as a hotel accommodating approximately 100 people each night, a restaurant serving about 80 people twice daily during the week, a historic property on 11 acres subject to oversight by two landmarks commissions, and one of Rome’s premier venues for events and rentals. The COO will ensure that this multifaceted institution functions as an efficient and strategically managed organization. Success in the role will be defined by improved organizational performance, operational strength and effectiveness, and effective strategic execution. The COO will oversee the daily operations of the Academy, lead and implement institutional change, bring deep business and financial expertise to the senior management team, and serve as both a complement to the President and CEO and a close partner in advancing the Academy’s mission and long-term sustainability. The COO is responsible for the operational and financial management of the Academy, not its intellectual or academic direction. That responsibility remains with the Rome Director. By placing operations in the COO’s portfolio, the Academy frees the Director to focus more fully on shaping the intellectual life of the institution. Key Responsibilities 1. Executive and Organizational Leadership Serve as a key member of the Executive Leadership Team (ELT), which meets regularly to align on strategy, advise the President and CEO, coordinate cross-departmental priorities, and strengthen the Academy’s overall effectiveness. Manage alignment and execution of AAR’s operational systems with its mission, programs, and long-term strategic goals. Lead and establish policy and protocols for high-quality and efficient operations within a culture of collaboration, accountability, and continuous improvement across the organization. Represent the Academy internally at Board meetings, meals with Fellows and visitors, and externally with stakeholders, partners, and counterparts in both Italy and the U.S. 2. Financial Management Serve as the chief financial steward of the Academy, acting as a strategic partner to the President and ELT to ensure the Academy’s short- and long-term financial health, sustainability, and capacity for strategic growth. Manage the Finance function, overseeing budgeting, forecasting, multi-year financial planning, reporting, cash flow management, and audit processes. Oversee the endowment through regular communication with the institution’s outside investment advisors. Ensure compliance with all applicable U.S. and Italian laws and regulations, including maintenance of tax-exempt status in both countries. Bring international experience with U.S. GAAP and other accounting standards, ensuring compliant, transparent financial management across currencies, transactions, and jurisdictions. Advise and liaise with key Board committees—Audit, Compensation, Executive, Finance, Investment, and Plant, Planning & Preservation—providing clear, timely financial analysis, risk assessments, and strategic recommendations. Manage relationships with external auditors, investment advisors, and other financial partners to safeguard assets and optimize returns in line with mission and risk tolerance. 3. General Operations & Compliance Manage daily operations and strategy of Finance, Facilities, Residential Life, Sustainable Food Program, HR, and IT. Ensure compliance with Italian and U.S. laws and regulations governing non-profit organizations. Maintain and update institutional policies, including risk management, insurance, contracting, and legal compliance across both countries. Oversee the Academy’s contractual relationship with Janus S.r.l., the entity leasing Villa Aurelia, to ensure well-managed operations and fiscal accountability. Partner in guiding and executing on institutional planning, including strategic planning, KPIs, and performance tracking. Develop and maintain internal controls to safeguard assets and institutional integrity. 4. Facilities, Residential Life & Campus Management Oversee the high-quality operation and preservation of AAR’s historic campus, including residential facilities, gardens, kitchen/dining services, and common areas. Lead the Residential Life team to ensure the highest standards in housing, dining, and hospitality for Fellows, Residents, Visiting Artists/Scholars, Trustees, and Guests. This includes managing room quality and upkeep, occupancy logistics, dining services, and the operational details that underpin a seamless residential experience, distinct from the programmatic and intellectual dimensions led by the Programs team. Ensure security, health, and safety protocols are observed across campus. Supervise capital improvements, renovations, and routine maintenance within the priorities of strategic planning. In collaboration with the Director, oversee the Sustainable Food Program. Where the Director has primary responsibility for the intersection of food and programming, the COO has primary responsibility for staffing, costs, and materials. 5. Human Resources & Staff Development Lead strategic workforce planning, employee relations, performance management, and staff development across departments. Recruit, develop, and retain high-performing staff across operational and administrative functions; exercise authority in hiring and separation decisions in alignment with institutional policies and culture. Ensure equitable and transparent HR policies, compliant with U.S. and Italian labor law and relevant international best practices. Cultivate an organizational culture that reflects AAR’s values of intellectual courage, excellence without elitism, civic responsibility, Roman roots, collaboration and exchange, and stewardship of the future. Manage payroll, contracts, benefits administration, and legal compliance in collaboration with external service providers. 6. Technology & Systems Manage strategic development of IT infrastructure, including systems support for administration, programs, risk management, and communications. Ensure data security and continuity of operations across platforms (finance, HR, digital archives, library systems). Align digital tools with staff and fellow/resident needs; support innovation in remote and hybrid program delivery. 7. External Engagement & Institutional Stewardship Act as liaison with legal counsel, government offices in both the U.S. and Italy, vendors, and other institutions as needed. Represent AAR’s interests in operational matters with authorities, contractors, and external stakeholders in both geographies. Support special projects and strategic initiatives as delegated by the President. Preferred Qualifications 10+ years of senior operational and finance leadership experience in nonprofit and/or for-profit organizations, ideally with cross-border responsibilities. Strong background in financial management, strategic planning, compliance, and risk management in a multinational context. Fluency in English required; proficiency in Italian strongly preferred. Experience leading and managing cross-functional teams and working across cultures. Demonstrated ability to manage complex budgets, capital projects, and internal systems. Excellent communication and interpersonal skills; tactful, discerning, strategic, consensus-builder, and collaborative.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview We are seeking a results-driven and team-oriented Vice President to join our Real Estate Advisory team. This Vice President will assist in delivering comprehensive real estate advisory services to our institutional investor clients and supporting discretionary mandates. They will have an important role in the analysis of real estate managers and funds, from initial meeting through due diligence and preparation and delivery of investment committee materials. The ideal candidate will bring an understanding of real estate investments, funds, and manager due diligence, coupled with a client-first mindset. They will have a career progression oriented toward becoming a trusted advisor and client coverage manager, with respect to investment matters ranging from portfolio design to fund selection and other related, ad hoc matters. Key Responsibilities Investment Sourcing & Evaluation • Source, evaluate, and track real estate fund offerings. This involves networking effectively in the GP community, and conducting regular meetings to learn and vet the offerings. It includes communicating with managers about fund availability and demand as well as sourcing potential secondaries and co-investments., • Work as a central part of the team performing detailed due diligence on investment managers and fund offerings. This includes review of investment strategy, track record, team, organizational structure, and alignment of interests. Analyze and write fund summaries and comprehensive investment committee memos. This includes scrutiny of PPMs, DDQs, track records and other related materials in detail and interviewing references., • Along with the relevant coverage team, present and support fund recommendations to the Real Estate Funds Investment Committee, Portfolio Risk Management Committee, and as needed, to clients., • Effectively manage, train and develop more junior team members to provide support for these activities., • Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The VP is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job. In collaboration with a data gathering systems, team and processes, the VP will assist in gathering, verification and use of a growing asset-level performance database., • Take an active role in client deliverables and conversations. This may include preparing and discussing pipeline reviews and investment recommendations, annual plans, portfolio reviews, and responding to ad hoc client requests. The VP may be asked to contribute to similar functions related to new business development as needed., • Respond promptly to client inquiries, ensuring a high standard of service, responsiveness and communication., • BA/BS in Real Estate, Private Equity, Finance, Economics, Accounting, or equivalent relevant experience, • 6+ years of real estate private equity consulting, portfolio management (preferred) or capital markets roles, • Experience in diligencing and underwriting commingled fund structures or SMAs, • Demonstrated track record of academic and professional success, • Ability to represent the Firm credibly in written and interpersonal communications, • Demonstrable analytical capabilities, including strong quantitative/modeling skills, • Leadership potential, • High proficiency in Word, Power Point and Excel. Experience with PowerBI is desirable., • Developing investment judgment and general understanding of risk/reward trade-offs, • Flexibility—StepStone is a dynamic and entrepreneurial organization; all professionals are expected to perform multiple functions as the firm continues to grow and develop, • Ability and willingness to use, learn and adopt new technologies, • Availability to travel, primarily within the eastern US, • Applied experience in valuation and investment analysis (particularly capital structures and cash flow waterfalls), • Experience in managing and training more junior team members, • High level of confidentiality, • Commitment to learning The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Directors of Talent Acquisition to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience managing the process for screening, sourcing, and attracting personnel across all of the business and functional areas, including Operations and Investments for a leading Hedge Fund or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • All aspects of the day-to-day management and oversight of dealing with the full life cycle of sourcing, identifying, screening, assessing, and hiring employees throughout the firm., • Lead the high-priority Investment and Operations talent searches across a wide range of functional areas, sectors, verticals, and roles. Manage a small team of recruiters., • Engage with the hiring managers to identify necessary roles and functions across the organization at all levels, including executive and entry-level positions; develop a formal hiring plan and craft hiring documents., • Manage the entire recruitment process by leading the recruiting of candidates and/or the management of 3rd party search firms., • Work with business unit leaders on all aspects of talent acquisition including gap analysis, role definition, job criteria and requirements, job description documents, diversity and inclusion, interview questions and assessment criteria, scoring and ranking measures, offer negotiations and offer documents, and initial on-boarding activities; as well as the overall management of the communication and scheduling of candidates., • Ensure a positive candidate experience including timely and open communication, compliant background and reference checks, and coordination of all interactions with candidates and internal personnel., • Expand the firm’s network across all functional areas of the business., • Collaborate with Investment and Operations professionals in developing intelligence on key talent, relationships, and skill sets that meet the needs of the business and the candidate., • Work closely with leadership team to capture, manage, and leverage data on executives, key relationships, references, performance, and compensation in a structured way that helps expand the firm’s database and intellectual property over time., • Implement and manage key performance indicators to ensure and measure the timely hiring of candidates, an appropriate applicant pool as well as the retention and satisfaction of onboarded employees. Qualifications, • A Bachelor's degree is required., • Master’s, advanced degree, or Human Resource designation is a plus., • 7+ years experience as Director of Talent Acquisition for a hedge fund, family office or investment management firm., • Minimum of 5 years experience in executive search or a staffing/agency recruiter., • Strong program/project management orientation and organizational skills to develop streamlined talent acquisition and recruiting programs and processes., • Knowledge or acumen for financial products and services is necessary and familiarity with the distinct functions and roles involved with hedge funds and family offices., • Strong client and commercial focus with outstanding judgment, analytical skills, critical thinking, and verbal and written skills., • Team player with strong influencing skills and demonstrated knowledge of compensation and factors that play a key role in decision-making processes (market data / peer comparisons/scoring matrices.) Job Status, • Contractor

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)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 DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at more information. WHAT YOU WILL DO AS A CONSULTANT: • Provide advice and guidance to Arootah clients who seek help with their Office Management needs. This will involve consulting some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert in office management to help clients:, • Improve processes for optimal flow, • Support the execution of of effective action plans, • Identify internal and contextual roadblocks, • Break apart goals into actionable steps, • Provide client with resources associated with associated with implementing a thorough action plan, • Implement policies, procedures, and control measuresQualifications, • Minimum of bachelor’s degree in Communications, Marketing, Finance, or Business Administration, or a related field, • A minimum of 5 years of professional experience in a similar role within a Hedge Fund, Alternative Investment Firm or Family Office, • Experience working with sophisticated institutional clients, • Demonstrated analytical and quantitative skills, • Superb written and verbal communication skills, • Strong team player with strong interpersonal skills necessary to interact with personnel across senior levels of the firm, • Self-starter with strong project management and follow-through skills, • Excellent interpersonal and customer service skills, • Enjoys organizing and is extremely detail oriented, • Education and work experiences that demonstrate proficiency to perform the variety of responsibilities described Job Status, • Contractor

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at more information. WHO WE NEED: Arootah is searching for an experienced Director of Family Office to consult our highly prestigious client base of Hedge Fund and Family Office clients. A Director of Family Office to provide advisory-based planning and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Qualifications • 7+ Years of previous experience within a Family Office, • In Depth knowledge of the current regulatory environments, • Expert level industry knowledge within the alternatives space, • Expert Written and Verbal Communication skills, • Expert Collaborative, analytical, and research skills, • Thrives in Data Driven Decision makingWhat You'll Do, • Provide advice and guidance to Arootah clients who seek help with their Family Office/ Hedge fund Management needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert director of family office in helping clients to:, • Improve processes for optimal flow of operations, • Support the execution of effective monthly action plans, • Identify internal and contextual roadblocks, • Break apart goals into actionable steps, • Devise a plan of action for each goal, • Provide the client with resources associated with implementing their action plan, • Implement policies, procedures, and control measures., • Review, analyze and report on client tools and resources to ensure industry best practices, • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices, • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). Job Status, • Contractor

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout 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 Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support. Responsibilities of this position will include: · Manage new client onboarding and account setup · Handle day-to-day service requests (wires, transfers, maintenance) · Support relationship management for select clients · Liaise with attorneys, accountants, and custodians · Prepare client communications and quarterly reports · Assist in marketing efforts: update materials, create presentations, and support email campaigns · Participate in developing better client communications and social media initiatives For immediate consideration for this position please email Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 1+ years of client service experience, ideally in financial services · Excellent communication and relationship-building skills · Highly organized with strong attention to detail · Proficient in MS Excel

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. Who We Need: We are on the lookout for pragmatic Chief Administrative Officers to work with our growing list of prestigious clients. This role is all about getting our administrative ship in order, ensuring efficiency without the unnecessary frills. What You'll Do • Comprehensive Time Management: Oversee the practical details of scheduling and time allocation, making sure every hour serves a purpose., • Strategic Project Planning: Develop and maintain business plans, mission statements, and practical project plans that cut to the chase., • Priority Reporting: Generate reports that are straight to the point, detailing actions, time budgets, and the real priorities., • Software Utilization: Manage Timely for time tracking and Click Up for task management, • Budget vs. Actual Analysis: Dive into the financial side of time, reconciling planned versus actual usage, and investigating discrepancies., • Accountability and Compliance: Keep the team in line with time management practices, holding them accountable for meeting goals., • Technology Integration: Make sure tech tools serve a purpose, overseeing their implementation and optimization in our processes., • Process Optimization: Trim the fat and streamline operations – a continuous quest for efficiency., • Resource Management Oversight: Keep an eye on the financial side of time and resources, managing the chart of accounts., • Procedural Manual Oversight: Be the keeper of our procedural rulebook, ensuring it stays practical and up to date., • Weekly Management Reporting: Skip the fluff, design, and maintain straightforward weekly reports for each team, keeping management in the loop., • Agenda Preparation: No-nonsense agendas that get straight to the point., • Decision Documentation: Record decisions and why they were made – no bureaucratic nonsense., • Meeting Follow-Ups: Track and record follow-ups for no-fuss task managementQualifications, • Bachelor's degree in accounting, business administration, or related field PMP (Project Management Professional) Certified is a must, • CPA (Certified Public Accountant) or Scrum Master Certification is a HUGE plus, • Proven experience within a Family Office or Hedge Fund Experience with Click up and Timely or similar tools is a must, • Excellent communication and follow up skills Job Status, • Contractor

Job Description Our client is a 200 billion AUM global asset manager based out of NYC. The Senior Associate, Client Operations position within the Client Service team is at the forefront of the operational client experience. The Senior Associate will work closely with Global Client Solutions and other members of the Client Service team globally to support the management of the end-to-end client experience. The Client Service team is responsible for providing proactive, client centric service to clients and their related parties ensuring that clients have a positive and seamless experience. The role will also provide support to internal stakeholders across the business in delivering client objectives. This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations. This role involves ensuring efficient processing of client requests and partnering with various internal teams to address client needs and resolve issues. Key responsibilities include: • Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively • Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customised ad hoc requests • Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary • Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues • Organize, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses • Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary EXPERIENCE • 8+ years’ experience within financial services/ asset management, with experience in Investor Relations or Client Service • Direct experience in a client-facing role is a plus, • Proven ability to champion the criticality of quality client outcomes to important internal stakeholders • Ability to develop strong working relationships with both internal and external stakeholder • Proven Project Management discipline highly advantageous, • Knowledge and experience related to Private Markets QUALIFICATIONS • Bachelor’s degree, • Tertiary qualifications in law, economics, finance or related field, commerce BUSINESS KNOWLEDGE • Strong knowledge of systems/databases containing institutional or investment data • Experience with pension funds or institutional investors and client servicing, • Knowledge of institutional investor needs, • Business acumen, financial metrics and key performance drivers TECHNICAL KNOWLEDGE • Ability to successfully communicate (written and verbal) technical financial and investment related content • Strong Financial knowledge, • In depth knowledge of Salesforce, • Understanding of current global regulatory environment and requirements, • Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI OTHER • Service-minded and hard-working with a can-do attitude, • Able to juggle multiple, competing priorities, • Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Job DescriptionVP Banking and Capital Makets Location: NYC Reports To: Head of Capital Markets Position Overview We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging companys capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges. Key Responsibilities The Vice President will play a critical role in driving Companys growth within the asset management sector by developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation. This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring company's offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the VP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications. A significant focus of the role will be solutioningcollaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions that leverage companys advanced capabilities in analytics, digital transformation, and process automation. The VP will lead the end-to-end development of these solutions, from identification to seamless implementation, ensuring measurable business outcomes and fostering long-term client value. In addition, the VP will drive business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence. The role also emphasizes thought leadership, positioning company as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction. By managing and mentoring a high-performing team, the VP will oversee the delivery of client projects with a commitment to quality and innovation, ensuring company continues to set the benchmark for excellence in the asset management industry. Qualifications • Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation. Good to Have: Experience in fund distribution strategy, market research, and sales enablement within asset management. Familiarity with Generative AI applications and advanced analytics for the financial services industry.

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.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 DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

Job DescriptionArootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Chief Operating Officers to consult to our diverse client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience developing, implementing, and managing the day-to-day operations for a leading Alternative Asset Firms or Family Office. What You'll Do • Act as the right-hand person to the Principal/Founder, responsible for all the non-investment decision-making areas of the firm. This includes negotiating and handling contracts with outside counsel and fund services like prime and clearing brokers, fund accounting, and administration, managing internal legal and compliance, accounting, performance measurement, and establishing processes and procedures for all functional areas of the business., • Establish the policies and procedures for the investment accounting function to ensure accurate and timely investment data, compliance with statutory accounting policies, and compliance with all other applicable regulations., • Create and manage the appropriate infrastructure for all business functions including Human Resources, Accounting, Operations, IT, Compliance, Marketing, Client Services, and other related functions including driving organizational vision, business strategy and hiring levels., • Collaborate with CEO/Founder in translating strategy into actionable steps for growth, implementing organization-wide goal setting, performance management, and annual operations planning., • Oversee company operations and employee productivity, building a highly inclusive culture that ensures team members can thrive and organizational outcomes are met., • Analyze internal operations and identify areas for process enhancement, risk mitigation, and cost-savings to achieve targets for growth and profitability., • Build and maintain trusting relationships with key customers, clients, partners, and stakeholders, including limited partners, service providers (administrators, auditors, tax advisors, valuation agents, custodians, and lenders), portfolio companies, borrower stakeholders, and regulators., • Develop and ensure the implementation of actionable business strategies and plans that ensure alignment with short-term and long-term objectives developed in tandem with Founder, aggressively managing and exercising control over resources, capital investment budgets, policy formulation and planning., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to company policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices., • Escalate, manage, and report control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards., • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need. Qualifications, • A Bachelor’s Degree inFinance, Business Administration, Accounting, Law,Operations, or a related field., • MBA, Juris Doctor, M.S. in Operations, or advanced degree is a plus. 12+ years of specific experience as a Chief Operating Officer at an Alternative Asset Firm or Family Office., • Extensive knowledge of the investment management industry and technology with at least, • 8+ years experience in leadership roles within Operations, Accounting, Compliance, or related function., • Proven financial acumen, critical thinker with ability to provide an impartial, consultative, and solutions-oriented approach., • Strategically minded with a record of accomplishment of execution excellence, with a particularly strong knowledge of developing policies, procedures, and control measures within the investment management industry., • Executive management skills including high performing team leadership, demonstrated ability to set up internal processes to communicate and resolve issues., • Outstanding communication, presentation and influencing skills, including demonstrated mentoring, and marketing skills., • Hands-on, proven experience with negotiating deals, contracts, joint ventures and managing all aspects of relationships with vendors, service providers, and regulators.

Job Description Broker Dealer Private Equity and Investment Management Opportunity Attention Wire House brokers and IAR’s: If you are looking for a higher payout and access to private equity products, in addition to your current investment business, we offer three clearing platforms, investment banking products, private equity products, and insurance. The ideal candidate is someone at a larger firm with a lower payout looking for an entrepreneurial environment to offer their customers access to more investment products like Private equity and investment banking opportunities. Series 7, 66, or 63 required. What we are looking for: • FINRA Series 7 and 66 or 63 license required, • Understanding of finance, investment banking, and investment management, • Strong people skills, network, self-starter, ambitious, engaging personality, • Well-organized with the ability to prioritize workload to complete tasks, • Strong communication and interpersonal skills, collaborative by nature, • Attention to detail and problem-solving ability NYC-based, 5-days per week in-office

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. POSITION OVERVIEW: StepStone Group LP (StepStone) seeks an Associate for our Private Equity team at its NYC location. ESSENTIAL JOB FUNCTIONS: • Engage broadly in various areas of private equity, focusing on secondaries (as well as buyout, special sits, etc.), and contributing to all aspects of the secondary deal process., • Utilize expertise as an investment professional to source, execute and complete successful private equity deals within our entrepreneurial, collaborative, culture, with a high deal volume. Consider how our private equity deals link together and will relatedly craft creative deal structuring., • Perform private equity deal sourcing/screening and conduct due diligence on private equity secondary and direct investments, leveraging the firm's global network., • Lead evaluation and analysis of secondary transactions assets across stages (i.e., buyout, venture, growth equity, etc.), industries and geographies., • Work with outside groups, including fund managers, company management teams and investment bankers, as well as internally across groups, to perform due diligence, find new deal opportunities and execute transactions., • Conduct financial due diligence by utilizing advanced financial and mathematical models. Perform market research to identify, quantify and analyze macroeconomic trends across a variety of sectors., • Perform investment monitoring analyses using maintained proprietary transaction and market intelligence., • Prepare and present financial due diligence materials and Investment Committee memos to senior private equity leadership., • Construct an expert opinion around various investment opportunities and efficiently communicate it both verbally and in written materials, with the ability to defend analysis in a team environment, including in Investment Committee meetings., • Negotiate/coordinate the private equity deal closing/structuring process and perform post‐close monitoring of existing investments. Two (2) years of required experience must include: • Conducting market research for an investment bank on the healthcare services and healthcare IT sectors, creating pitch decks and Confidential Information Decks (CIDs) to support M&A efforts, and working with third-party advisors to facilitate buyer due diligence (DD) through to deal closing;, • Building bottom-up, three-statement financial models/forecasts, and conducting valuation analyses using methods including discounted cash flow (DCF), precedent transactions, market comparables and leveraged buyout (LBO) methodologies;, • Executing private equity buyout transactions focused on middle-market software companies in North America or Europe, with experience working on cross-border transactions;, • Utilizing understanding of Software business models to perform financial, operational and valuation analyses, including conducting expert calls, working with third-party advisors to support commercial, QofE and tax due diligence, and preparing investment committee memos that communicate key deal insights, risks and opportunities;, • Conducting ARR and retention analysis, stress-testing downside scenarios, building LBO models and performing market-sizing and competitive analysis;, • Performing portfolio monitoring with middle-market software companies, specifically working with senior executives on annual budgeting, financial performance monitoring, quarterly valuations, bolt-on acquisitions and SaaS metrics tracking, • Executing dividend recapitalizations, including leading liquidity analyses, assessing debt capacity and evaluating leverage constraints to ensure sustainable financing solutions., • May work remotely 1 day per week from the New York City metropolitan area. Direct applicants only Salary: $180,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer. Supports daily cash management activities to ensure adequate liquidity. May include liquidity projections, bank-related project management, treasury operations, bank relationship management, cash accounting, short-term investment and payments.$16.50/hr • Job DescriptionMajor Responsibilities, • Supports daily cash process., • Reviews cash management transactions., • Determines company's cash position and daily cash available for investment., • Executes wire transfers and other funds movement as necessary., • Assists with cash forecasting by providing cash actuals for the prior week., • Projects current day cash projections., • Provides guidance with timely resolution of cash issues and inquiries., • Serves as security administrator and subject matter expert for bank provided software., • Performs bank-related project management., • Maintains bank account structure and services., • Maintains internal treasury tools/systems used for everyday cash management processes (spreadsheets, web security administration, etc)., • Provides guidance and training to staff for bank/treasury systems., • Performs foreign currency exchanges., • Oversees maintenance of treasury files and spreadsheets., • Implements treasury workstation., • Performs periodic bank fee analysis., • Processes miscellaneous deposit items for corporate bank accounts., • Obtains certified checks. Minimum Education or Certifications Required • Preferred Bachelor's Degree (or equivalent) in Accounting or Finance, • CTP Minimum Experience or Skills Required • 1-3 years of relevant work experience, • Knowledge of cash management products, • Thorough understanding of processes and payment instruments of US financial institutions, • Treasury workstation and bank software experience a plus, • Excellent oral, written, presentation, and relational communication skills; fluent in English, • Strong organizational and time management skills, • Strong attention to detail and accuracy Physical Requirements and Working Conditions All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request .

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Chief Technology Officers to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of Chief Technology Officer you have specific, hands-on experiencing strategically building, maintaining, and operating the full technology (hardware and software) infrastructure and operations of a leading Hedge Fund or Family Office. What You'll Do • Provide advice and guidance to Arootah clients who seek help with their Technology needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Chief Technology Officer in helping clients to:, • Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks., • Break apart goals into actionable steps., • Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures., • Review, analyze and report on client tools and resources to ensure industry best practices., • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.)., • All aspects of the day-to-day management and oversight of the full tech stack across the organization: software (full stack, mobile/web apps, AR/VR, metaverse), hardware (IT, IoT, connected devices), cybersecurity, operations (internal, external), policies, etc., • Develop a proactive cybersecurity, disaster recovery and business continuity planning mindset across the firm to maintain industry-leading uptime on critical technology infrastructure through great architectural decisions, successful monitoring, testing processes, and system redundancy., • Create and manage internal teams and external vendors to develop and launch world class software and in-person products and services. Optimize and supervise IT infrastructure to ensure integrity, security, and optimal performance of an office-based and remote, distributed, and growing team of FTEs and contractors to the standards of leading financial service organizations., • Create, manage, and monitor budgets and expenses; monitor expenses and cost control measures., • Drive internal KPIs as a data-driven organization across all elements of technology, operations, and structure: to ensure the organization is a high-performing leader in the industry., • Serve to align technology with all other departmental and organizational objectives., • Proactively establish relationships and meet with current and potential customers to demonstrate the company's credentials at solving problems with technically differentiated solutions., • Inspire, develop, and engage a world-class team of in-house and outsourced engineers, product managers, UI/UX designers, and data scientists/engineers., • Build industry-leading Web 2.0 and Web 3.0 experiences that create value for customers and value for the client., • Utilize creative, thoughtful, and boundary-pushing system development strategies that unlock opportunity., • Specific experience with federal, state, and local regulatory requirements for record-retention, email archiving, privacy policies, data protection and other technology regulatory/compliance requirements. Qualifications, • A Bachelor’s degree in Computer Science, Computer/Electrical Engineering, Information Systems, or a related field., • MBA or other relevant graduate degree is a plus. 8+ years of proven experience as a CTO at a hedge fund, investment management firm or family office., • Cybersecurity and software development expert, • Experience building and leading world-class software development teams and processes across geographies; driving architecture decision making to optimize performance, security, and UI/UX simultaneously., • Go-to person for defensive/offensive security and penetration testing management., • Modern SaaS startup operator mentality: ability to meet deadlines under pressure; excellent communication, leadership, and organizational abilities., • Experience developing and managing budgets; managing costs effectively., • Process and results driven., • Knowledge of all functions and roles within IT and technology departments. Job Status, • Contractor

Job Description Future is looking for a commercially guided Director of Programmatic Partnerships to lead our partner management team and lead revenue growth across our portfolio of sites. You will be central to shaping our programmatic strategy, strengthening vendor relationships, and unlocking new monetization opportunities within the ad tech ecosystem. You will oversee a team of partner managers and act as Future's senior representative with SSPs, DSPs, exchanges, and technology partners. What you'll do You will report to the Vice President, Programmatic & Yield • Lead, coach, and scale the partner management team, driving accountability, performance, and professional growth., • Develop a programmatic strategy alongside our UK and US programmatic sales leadership that delivers sustainable revenue growth, yield improvements, and innovative monetization opportunities. Build partnerships across SSPs, DSPs, exchanges, and data providers — negotiating terms, running structured evaluations, and driving measurable return on investment., • Represent Future externally at industry events and partner meetings, enhancing visibility and strengthening our market position., • Collaborate with ad operations, sales, product, and finance teams to align programmatic projects with broader revenue goals., • Use data-driven insights to optimize performance (traffic, yield, fill) and guide decision-making., • Report on partnership performance, identifying opportunities to expand revenue and guide competitive advantage. Provide expertise on programmatic trends, including identity solutions, curation, retail media, and other merging ad tech opportunities. Experience that will put you ahead of the curve • 8+ years in programmatic advertising and digital media monetization, including 2+ years in a people management role. Experience driving revenue through programmatic partnerships, negotiations, and yield optimization., • Expertise in SSPs, DSPs, exchanges, and the broader ad tech ecosystem., • Externally facing; comfortable representing Future at industry events and with partners., • Analytical rigor and commercial knowledge What's in it for you The expected range for this role is $140,000 - $180,000 This is a Hybrid role from our New York Office, working three days from the office, two from home … Plus more great perks, which include; • Uncapped leave, because we trust you to manage your workload and time, • When we hit our targets, enjoy a share of our profits with a bonus, • Refer a friend and get rewarded when they join Future, • Wellbeing support with access to our Colleague Assistant Programmes Who are we… We're Future, the global leader in specialist media. With over 3,000 employees working across 200+ media brands, Future is a prime destination for passionate people worldwide looking to consume trusted, expert content that educates and inspires action - both online and off - through our specialist websites, magazines, events, newsletters, podcasts and social spaces. We've got ambitious plans that further build on our growth momentum and unlock new opportunities – and we're looking for driven people who want to be a part of it! Our Future, Our Responsibility - Inclusion and Diversity at Future We embrace and celebrate diversity, making it part of who we are. Different perspectives spark ideas, fuel creativity, and push us to innovate. That's why we're building a workplace where everyone feels valued, respected, and empowered to thrive. When it comes to hiring, we keep it fair and inclusive, welcoming talent from every walk of life. It's not just about what you bring to the table — it's about making sure the table has room for everyone. Because a diverse team isn't just good for business. It's the Future. Find out more about Our Future, Our Responsibility on our website. Please let us know if you need any reasonable adjustments made so we can give you the best experience! #LI-Hybrid

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

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Chief Information Security Officers to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of Chief Information Security Officer you have specific, hands-on experience building, maintaining, and operating the full Cybersecurity Program for a leading Hedge Fund or Family Office. What You'll Do • Provide advice and guidance to Arootah clients who seek help with their Cybersecurity needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Chief Information Security Officer in helping clients to:, • Develop realistic and effective monthly action plans., • Identify internal and contextual roadblocks., • Break apart goals into actionable steps., • Devise a plan of action for each goal., • Provide the client with resources associated with implementing their action plan., • Implement policies, procedures, and control measures., • Review, analyze and report on client tools and resources to ensure industry best practices., • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.)., • Develop, implement, and monitor a strategic, comprehensive enterprise and application IT cybersecurity program., • Drive security standards across the organization, including information security policies, procedures, and guidelines., • Create and maintain a security awareness training program., • Analyze and test systems and processes to understand vulnerabilities to cyber threats., • Partner with security experts and outside vendors to ensure all technology platforms meet all security requirements and continue to evolve over time to meet changing needs and best practices., • Continuously and measurably improve technology and data security., • Provide strategic and tactical vision, along with execution-focused on incident prevention, detection, and response. Identify, track, and communicate detailed metrics indicating overall security risk factors., • Ensure the organization's capability to analyze and mitigate security threats., • Work with team members and developers on the design and development of threat deterrence and defense technologies and risk mitigation infrastructure., • Implement an incident response program to identify and respond if any breaches (internal or external) or misuse of data takes place., • Conduct research to understand emerging threats and develop innovative risk management approaches, tools, and analytics to better manage risk., • Brief executive leadership regularly on current cybersecurity threats and challenges, and the status of the information security management system., • Lead the periodic internal risk assessment, document its findings, and develop recommendations to address deficiencies., • Identify areas where automation and machine learning can improve the team’s scalability., • Own the Information Security annual budget and operate within the budget., • Provide leadership, supervision, coaching, and guidance across the team in achievement of organizational and departmental goals. QUALIFICATIONS & REQUIREMENTS, • A Bachelor’s degree in Computer Science, Computer/Electrical Engineering, Information Systems, Information Sciences, or a related field with a strong academic record., • MBA or other relevant graduate degree is a plus. Certified Information Systems Security Professional (CISSP) or similar (CISA, CISM, etc.) is a plus., • 7+ years of relevant experience at a hedge fund, family office, or financial institution serving as a Chief Information Security Officer., • 5 or more years of IT implementation experience., • Experience in cloud only, cloud first infrastructure, and deploying cloud information security solutions., • Firm understanding and ability to implement zero-trust security. Firm understanding and experience with Software Defined Networking and Cloud Networking., • Firm understanding of single sign-on and multi-factor authentication platforms., • Experience driving discussions with senior personnel regarding trade-offs, best practices, project management, and risk mitigation., • Firm understanding of work from anywhere models., • Experience with IT compliance and risk management requirements. Job Status, • Contractor

Job DescriptionAbout CookUnity: Food has lost its soul to modern convenience. And with it, it has lost the power to nourish, inspire, and connect us. So in 2018, CookUnity was founded as the first-of-its-kind platform that connects the world with the source of truly great food: chefs. Today, CookUnity delivers 50 million meals a year from the industry's best chefs to homes all over the country. Fresh. Ready-to-eat. And crafted with the passion that nourishes body and soul. Unwilling to stop there, CookUnity is expanding beyond delivery to become an ever-innovating marketplace focused on our singular mission: empower Chefs to nourish the world. If that mission has you hungry in more ways than one, you've found the right job posting. The role: We're looking for an entrepreneurial, analytical, and highly strategic General Manager to lead our Northeast region — our largest, most complex, and most strategically vital market. Anchored in New York City, this region spans a multi-state footprint and is powered by our centralized kitchen infrastructure to serve a diverse, distributed customer base across the Northeast. This GM will have full P&L ownership and be responsible for driving growth, maximizing regional performance, and orchestrating operations across a hybrid model that blends proprietary kitchens, independent chefs, last-mile fulfillment, and a tech-enabled, multi channel-based customer experience. The ideal candidate combines ruthless operational execution with high-level portfolio thinking, able to treat each sub-region — whether a borough, city, or suburban cluster — as its own business unit. They will optimize for growth, profitability, logistics efficiency, and customer experience across a variety of density profiles and delivery models. You must be a master integrator across marketing, culinary, supply chain, logistics, technology, customer experience, and strategy — someone who can both architect a regional strategy and drive execution at street level. Responsibilities:🧭 Regional Strategy & Portfolio Optimization • Develop and execute the penetration and go-to-market strategy for the Northeast, treating each metro area and sub-region as a distinct operational and strategic unit., • Use data to segment the region by demand density, delivery economics, and LTV/CAC profiles to drive targeted investments and resource allocation., • Align regional decisions with broader company goals while flexing to market-specific realities across urban, suburban, and edge territories.💰 Full P&L Ownership, • Own all financial levers of the Northeast region, including forecasting, budgeting, pricing strategy, and capital allocation., • Continuously improve contribution margins and cost-to-serve metrics by managing supply, demand, fulfillment, and marketing effectiveness in concert., • Ensure sustainable growth by balancing investment in top-line expansion with operational efficiency and profitability.🚛 Logistics & Fulfillment Leadership, • Optimize local, middle-mile and long-haul logistics across the region, ensuring high food quality, timely delivery, and cost efficiency., • Work closely with Supply Chain and Fulfillment teams to improve routing, drop density, kitchen throughput, and SLA adherence across geographies with diverse delivery needs., • Anticipate and solve complex trade-offs between cost, delivery times, and freshness across regional corridors.📈 Customer Growth & Market Penetration, • Collaborate with central marketing and growth teams to localize customer acquisition, retention, and lifecycle strategies., • Pilot and iterate demand-generation experiments specific to different customer segments and geo profiles., • Track and improve NPS, retention, and customer satisfaction with localized insights and interventions.🍽️ Chef Supply & Kitchen Strategy, • Partner with Culinary and Supply Ops to ensure the chef portfolio aligns with regional taste preferences, kitchen capacity, and demand velocity., • Coordinate kitchen utilization, production planning, ingredient inventory, and labor management to maximize freshness and output., • Influence culinary onboarding and menu strategy to create the right offering mix across different consumer bases., • Nurture the local chef community to create loyalty beyond the revolutionary earnings chef already make🧠 Data-Driven Decision Making, • Build and leverage dashboards, geo-segmentation models, and performance reports to inform decision-making and operational tradeoffs., • Translate complex data into actionable insights for your team and cross-functional stakeholders., • Set clear performance goals, monitor progress, and iterate quickly using a test-and-learn mindset.🤝 Cross-Functional Integration, • Act as the connective tissue across Culinary, Marketing, Logistics, Product, Technology, CX, and Finance., • Drive strategic initiatives that require input or execution across multiple departments., • Ensure regional needs are surfaced and reflected in product roadmaps, process improvements, and strategic planning.👥 Team Leadership & Culture, • Lead by example, representing CookUnity's leadership principles and be a culture carrier infusing our values through the organization, • Build, lead, and scale a high-performing regional team across functions including business operations, logistics, culinary experience, and CX., • Foster a culture of ownership, velocity, and continuous improvement., • Serve as a strong cultural and strategic voice for the region, both internally and externally.Qualifications:, • 15+ years of leadership experience in general management, strategy, operations, or marketplace/logistics-driven roles., • Track record of owning a complex P&L and driving results across growth and profitability dimensions., • Strong operator with a proven ability to manage logistics, fulfillment, and regional strategy simultaneously., • Deep analytical fluency — able to build, interpret, and act on data dashboards and models., • Highly cross-functional — comfortable influencing and aligning functions without direct authority., • Experience in dynamic, high-growth environments with hybrid tech + operations models.Preferred requirements:, • Experience in food, logistics, subscription, or managed marketplace businesses., • Understanding of perishable goods or regional delivery ecosystems., • Prior leadership of multi-city or regional portfolios., • MBA or equivalent experience preferred but not required.Why This Role Matters, • This is a cornerstone role in our business — owning the largest market with the most complex operational challenges and the highest growth potential., • You'll have a direct line of impact across customer experience, chef success, financial performance, and strategic innovation., • You'll be supported by an experienced executive team, yet empowered to run the Northeast like a business within a business. We hope this provides valuable insight into our culture and product vision. If this excites you, we'd love to connect! Benefits 🩺 Health Insurance coverage 🌅 401k Plan 📈 We grow, you grow: Stock Options Plan granted on Day 1 🌟 Eligible for a bi-annual performance bonus ⛱ Unlimited PTO 🗓️ 5- year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Paid Family leave 🕯 Compassionate Leave: 3-5 days each time the need arises 🥘 A generous amount of CookUnity credits to enjoy our amazing meals, added to your account, monthly 🧘🏽️‍♀️ Wellness perks: access to fitness subsidies to build a healthy lifestyle 👩🏾️‍🏫 Personalized Spanish coach 🚀 Awesome opportunity to join a company that is looking to change how we eat and how chefs work! Compensation All final pay rates will be determined by candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$230,000—$250,000 USD If you're interested in this role, please submit your application, and if we think you might be a fit, we'll get in touch with you. Thank you for your time! CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability. A quick note for all candidates We've recently seen an increase in recruitment scams across the industry, and we want to make sure you (and your data) stay safe while applying to CookUnity. We also want you to know that we take this seriously — sometimes, as part of our process, we may ask for a brief "proof of humanity" to confirm that we're connecting with a real person, not an impersonator. Here are a few tips to help you protect yourself and know what to expect from us: • Apply only through our official channels. All open roles are listed on our official careers page: careers.cookunity.com, • Our recruiters are real people — and easy to verify. You can always find them on LinkedIn with verified profiles. If you're unsure, feel free to reach out to us on our official LinkedIn Company Page., • We only communicate through official CookUnity channels. That means emails ending in @cookunity.com and interviews held through official company platforms (Google Meet or Zoom) — never WhatsApp, Telegram, or SMS.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Chief Risk Officers, Operations to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience building, maintaining and overseeing the risk management efforts specifically focused on the daily operations and business activities of a leading Hedge Fund or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • Establish, implement, and oversee the Operational Risk Management activities of a Hedge Fund or Family Office including reporting Key Risk Indicators (KRIs), Third-Party Risk Assessments, conducting Risk & Control Self-Assessments (RCSAs)., • Implement and manage control testing, and development of action plans with tracking of follow-up items, working alongside Department Heads to put preventative measures in place and to ensure policy and procedure documentation is produced and maintained on an ongoing basis., • Develop and produce risk management reports, monitoring assigned department’s risk profile and work with Founder/Principal to identify, design, document and implement appropriate controls and process maps, as required., • Work in conjunction with Compliance, Legal and other departments to research, analyze and provide guidance to management teams on assorted matters such as regulatory and industry operational developments, pending legislative activities, and related matters., • Analyze Access Management status, cybersecurity, and other IT risks and report to centralized technology teams to implement strategies to mitigate risk., • Implement and design regular audits and examinations of assigned departments in an effort to develop a full risk matrix to proactively identify areas that need to be addressed and monitored., • Review and manage the oversight of a Policies and Procedures manual as well as Quality Control and Assurance Committees to ensure that all business units continuously update their operating procedures for changing business conditions, new regulations and changing legislation to ensure consistent adherence with best practices., • Devise and implement a firm-wide program for the management and oversight of vendor due diligence, third-party service providers, and other operating partners., • Conduct a thorough review of all incidents, analyzing risk metrics and performance data gathered from internal sources and create measures to protect the firm by means of designing or revising workflow processes, updating policies and procedures, adding system enhancements, etc., • Serve as risk management advisor in development of new or modified products and new operational processes and procedures across all business areas of the firm. Qualifications, • A Bachelor’s Degree in a quantitative discipline such as Finance, Operations, Computer Science, Economics, Finance, or a related field with a strong academic record., • MBA, similar advanced degree, Financial Risk Manager (FRM), or similar professional designation is a plus., • 8+ years of relevant experience at a Hedge Fund, Family Office, or Investment Management firm serving in the role of Chief Risk Officer, Operations., • Additional experience of between 3-5 years of working in Risk Management, Operations, Compliance or similar business function at an Asset Management firm, Hedge Fund, or Family Office., • Extensive knowledge of the investment management industry, including Technology and Compliance with a strong understanding of financial institution regulatory requirements, especially as related to SEC rules and regulations., • Ability to interact effectively with all firm personnel; strong analytical skills; strong project management and organizational skills; excellent verbal and written communication skills; strong presentation skills., • Strong working knowledge of different investment vehicles, investment types, exchange rules and regulations, and settlement procedures., • Ability to analyze complex situations and provide guidance, make recommendations, and/or escalate the issues appropriately. Job Status, • Contractor

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Equity Capital Markets team is actively looking for a Converts focused Director / Vice President for our New York office. The candidate will serve as a critical member of the team, leading the execution process and working directly with Managing Directors and Executive Directors as well as with Junior Bankers on marketing initiatives and transaction execution. Responsibilities: • Execution of transactions including convertible new issuances, convertible exchanges and restructurings, and warrant transactions, • Expand and develop client relationships with key corporate clients and investors, • Liaise with both internal and external parties (including corporate issuers, auditors, legal counsels, among others) to expand corporate relationships and drive day-to-day deal execution, • Develop an in-depth understanding of our core coverage sectors, • Assist in pitch drafting and strategy formulation and provide review / oversight for junior team members, • Support new business and marketing initiatives as appropriate, • Must have 6-8 years of experience, with experience in equity-linked deal execution, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Dealogic, Bloomberg, CapIQ, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $180,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #LI-KG1

Job Description Title: VP Operations, North America Location: Boston, Chicago or New York dependent on candidate Department: Operations Reporting to: CEO, Time Out Market Brand Video: Time Out Market_Brand Video_MAR2022.mp4 Time Out Market is a global food and cultural market leveraging the editorial curation of Time Out Media to bring the best of the city together under one roof: its best chefs, restaurants, bars, and cultural experiences. Time Out Market is seeking a VP Operations for our North American markets, to support the Time Out Market teams across the Americas and represent the TOM leadership team and the Time Out brand (Philosophy, Ethos, Ethics) in this region with landlords, potential commercial partners, and concessionaires. The VP Operations TOM Americas will be accountable to the TOM CEO - Operations to ensure an accurate and timely delivery of all agreed KPI’s, and financial targets identified that will support the growth, efficiency and profitability of the Markets. The VP of Operations TOM North America will work alongside regional stakeholders of the TOM including VP Development, Market General Managers, Commercial and Curation Manager, PR, Marketing Managers, the Legal and Finance teams, and the Project and Design teams. The VP TOM North America will be expected to travel on a regular basis between the Markets in the USA and Canada to ensure quality standards are consistently maintained. Traveling to prospective future developments may also be required. Hands-on experience in high volume, multi-location hospitality management and openings is preferred. Food hall and leasing experience preferable but not required. Responsibilities * Full P&L responsibility for all existing Markets (and future ones) in the territory and achieve agreed budgeted KPIs. * Multi-property program implementation and tracking * Work closely with CEO, TOM FD and GMs in establishing annual outlet budgets * Develop Landlord and Concession relationships and support GM’s, Commercial Director and CEO as a direct point of contact. * Work closely with GMs on capex spend requirements for each Market for yearly financial budgeting and implementation at local level within agreed budgets * Operational implementation of all cost saving measures – also help GM’s in identifying cost saving opportunities at OPEX level. * Implement operationally the results of the selection of the delivery operator on all US sites. * Support the delivery of monthly marketing and quarterly plans, working closely with the Head of Marketing, PR teams, GMs and Marketing Managers to ensure it is produced and implemented in a timely manner, addressing all specific needs of a particular market. * Regular catch ups with human resource teams in North America on local employment laws and ensuring the business is protected. * Same for local implementation of maintenance and preventive maintenance, health and safety, food, hygiene and licensing regulations. * Maintain an awareness of external factors (including competitors, Government business initiatives, current and proposed legislation in relation to operational activities) which could impact the business. * Together with the Commercial Manager, Americas: * Negotiate all initial concession agreements with new vendors in a timely manner. * Review, improve and implement all concessions/vendors/partners/3rd party head of terms and contract. * Work with local teams to understand their future needs for vendor changes and have options available. * Work with the vendors and the General Managers for final menu selection, pricing strategy, and ongoing changes requests. * Communication with all vendors/partners/concessions to discuss renewals at least 3 months ahead of contract expiry. * Communicate in a timely manner with all internal and external stakeholders to achieve business objectives and share best practice About you: * Bring immediate credibility to the leadership function through functional qualifications, financial acumen, leadership skills, and the highest levels of integrity. * Collaborate across various departments and functions of the organization to understand key issues, establish an appropriate sense of urgency, and drive execution. * Resolve differences between team members and keep them working together in a common direction. * Drive commitment to an organizational change that embraces a renewed commitment to our mission and company goals, * Attract and retain outstanding talent as well as build and motivate high performance teams. * Influence, engage and inspire stakeholders with superior interpersonal communication and presentation skills. * Able to be flexible and multi-task; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions. * Ability to communicate clearly and concisely, orally and in writing. * Demonstrate resourcefulness in setting priorities and guiding investment in people and systems. * Anticipate opportunities/problems and implement change to grow the business. * Possess personal qualities of integrity, credibility, and commitment to the organizational mission. * Commitment to addressing employee issues in a timely and respectful manner. Qualifications * A bachelor’s degree from an accredited college or university with major course work in business, facility management, food and beverage management, public administration, hospitality or related fields. * 15+ years progressive and responsible experience working in the food and hospitality industry and or related venue industry experience. * Strong knowledge of financial reporting, budgeting, etc * Considerable knowledge of event solicitation and presentation, maintenance, custodial and safety requirements, public relations, advertising and media relations, personnel, food and beverage operations and office management. * Ability to travel * 10+ years of managing people leaders that oversee various functions. What we look for in a candidate Time Out is a company filled with individuals as diverse as the cities we live in and cover. At the same time there are common characteristics and values we all share. To join our team, you’ll want to… * Be commercially astute * Either have experience at or want to dive headfirst into a fast-paced transformative company in pursuit of excellence * Think globally * Have excellent communication and relationship building skills * Have a high sense of ownership, urgency and drive About our culture At Time Out Group we believe in diversity and equal opportunity for all people. We do not discriminate against external or internal candidates on the basis of age; disability; gender, gender reassignment; race; religion or belief; sexual orientation; marriage and civil partnership; pregnancy and maternity. We believe that diversity develops creativity and enables personal and professional growth where we all learn from each other. We believe in an open culture where ideas are shared candidly and where there is no fear of failure, but rather an understanding that we must experiment and have the freedom to succeed. We believe that everyone has the right to express themselves as they are as this enriches us all. We believe in an open world, social justice, and the pursuit of happiness, after all, we are in the happiness business. About Time Out Group plc Through Time Out Media and Time Out Market we help our large audience go out in the world's greatest cities and connect global brands as well as local talents with this valuable audience. About Time Out Group Time Out Group is a global brand that inspires and enables people to experience the best of the city. Time Out launched in London in 1968 to help people discover the best of the city - today it is the only global brand dedicated to city life. Expert journalists curate and create content about the best things to Do, See and Eat across 333 cities in 59 countries and across a unique multi-platform model spanning both digital and physical channels. Time Out Market is the world's first editorially curated food and cultural market, bringing a city's best chefs, restaurateurs and unique cultural experiences together under one roof. There are currently Markets in ten cities including Lisbon, New York and Dubai, with several new locations expected to open in 2025 and beyond, in addition to a pipeline of further locations in advanced discussions. Time Out Group PLC, listed on AIM, is headquartered in London (UK). About Time Out Market Time Out Market is the world’s first editorially curated food and cultural market, bringing a city’s best chefs, restaurateurs, drinks and cultural experiences together under one roof. From award-winning chefs to much-loved local gems, from cooking classes with top chefs to installations from local artists and live entertainment, Time Out Market captures and celebrates the best of the city. The first Time Out Market opened in 2014 in a historic market hall in Lisbon, quickly turning into one of the most popular destinations in the city. The success of Lisbon brought further expansion, and there are currently Markets in eleven cities including New York, Montreal, Dubai and Cape Town, with several new locations expected to open in 2025 and beyond, in addition to a pipeline of further locations in advanced discussions. Time Out Market is part of Time Out Group PLC (AIM: TMO), a brand that inspires and enables people to experience the best of the city through Time Out Media and Time Out Market. Time Out launched in London in 1968 to help people discover the exciting new urban cultures that had started up all over the city – today it is the only global brand dedicated to city life. Expert journalists curate and create content about the best things to do, see and eat across 333 cities in 59 countries, and across a unique multi-platform model spanning both digital and physical channels. Time Out is a dynamic, pioneering brand and so is our team. We want to work with the best and brightest talent because we work for the world’s greatest cities, the people enjoying them and the businesses in them. As a truly global team we get to collaborate with colleagues from New York to Paris, Cape Town and Sydney and beyond. It’s our expertise, authenticity and collaboration that make us successful and a unique team.

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

Job DescriptionSalary: The Vice President (VP) is primarily responsible for managing the execution of M&A, private placements, and capital raising transactions. This role serves as the main point of coordination for transaction processes, client relationships during live deals, and overseeing internal deal teams. While providing support in select origination activities, the VPs core focus is to ensure quality and effective collaboration. Additionally, the VP will mentor Associates and Analysts, supporting team development and efficiency. Key Responsibilities: Support the development of junior staff and provide feedback on performance in coordination with senior leadership. Qualifications: Education: • Bachelors degree in Finance, Economics, Accounting, or related field required., • Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution., • Proven track record in managing M&A deals, private placements, and capital raising transactions., • Experience mentoring junior team members. Technical Skills: • Advanced financial modeling and valuation expertise (Excel)., • Strong proficiency in PowerPoint for client-facing materials., • Familiarity with financial databases, • Deep understanding of deal structuring, transaction processes, and regulatory considerations. Certifications/Licensure: FINRA SIE, Series 63 and 79

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Paralegal to join our Legal Department in New York and will report directly to the Senior Paralegal. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills. Responsibilities: • Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Work closely with litigators to prepare for hearings, • Prepare memos, pleadings, letters and other documentation as required, • Conduct document production in arbitration and regulatory matters, • Recordkeeping, including electronic and paper document and file management, • Work closely and collaborate with various departments within the firm, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Assist in coordinating meetings including travel arrangements, ordering meals, lunch arrangements, meeting room preparation, and invitations, • Actively participate in Zoom and in-person hearings, • Bachelor’s degree in finance or related field preferred, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) and Zoom/WebEx, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, discretion and professional integrity, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Able to handle regular activities without prompting For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is seeking a strategic, execution-focused Care Strategy Senior Associate / Manager to lead the launch of new clinical offerings, expansion into adjacent service lines, and strengthen our admissions and clinical intake operations. In this highly cross-functional role, you'll collaborate with Product, Clinical, Admissions, and Analytics teams to bring programs from concept to scale. You'll design and optimize workflows, stand up pilots, and implement performance tracking to ensure each initiative – whether a new product launch or an admissions process improvement – delivers measurable impact and advances our mission to expand access to high-quality care. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Program Development & Launch, • Help in piloting and scaling new business lines, clinical programs, and adjacent services., • Drive cross-functional planning and execution with Clinical, Admissions, Product & Engineering, and Analytics teams., • Address execution gaps to ensure smooth transitions from pilot to full-scale launch., • Contribute to quarterly planning and long-term roadmaps for new programs and initiatives., • Operational Excellence & Experimentation, • Identify bottlenecks across Admissions and Care teams through data analysis., • Design and test improvements (e.g., staffing models, QA tooling, team structures)., • Clearly communicate tradeoffs - speed vs. accuracy, scale vs. personalization, margin vs. experience., • Performance Measurement & Analytics, • Develop KPIs and reporting to track program adoption, retention, and impact., • Use SQL, Excel, and BI tools to analyze data, build dashboards, and create decision frameworks., • Vendor & Partnership Strategy, • Evaluate external vendors vs. internal builds with Product & Engineering., • Lead due diligence, assessing capabilities, integration complexity, and total cost of ownership., • Present partnership or M&A recommendations grounded in ROI and risk analysis., • Communication & Stakeholder Management, • Deliver concise briefs, memos, and updates to align stakeholders., • Set timelines, ensure follow-through, and proactively unblock work to hit deadlines.Requirements, • 4+ years of experience in investment banking, private equity, top-tier consulting, growth or public market investing, or strategy/ops at a fast-growth startup, • Bachelor's degree in Business, Finance, Economics, or similar analytical subject area, • Experience diagnosing operational bottlenecks, designing scalable solutions, and driving implementation effectively across teams, • Strong analytical acumen – expert-level Excel skills and proficiency in SQL or similar tools, • Ability to run multiple high-impact workstreams independently in a fast-paced, ambiguous environment, • Exceptional written communication—succinct, structured, and useful, • Strong bias for action, with a track record of pushing initiatives across the finish line, • Experience in marketplace, digital health, fintech, tech-enabled services, • Familiarity with data tools like Tableau and Snowflake, • Prior experience at a high-growth startup requiring end-to-end ownership of strategic projectsBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $150,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $136,000 and $165,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Role Summary: The SVP Chief Servicing Officer will lead the Servicing and Asset Management Operations of a $9.5 billion permanent loan portfolio, ensuring effective oversight and management. Communicate portfolio performance, emerging trends, and risk factors to senior leadership. Develop and implement processes and procedures to ensure compliance with secondary market standards while advancing industry best practices. Strategically grow the platform by identifying innovative opportunities to scale and enhance operational efficiencies. What You’ll do: • Present portfolio performance insights, emerging trends, and risk analyses to senior management regularly, and support broader organizational thought leadership efforts., • Develop and execute a strategic plan to establish a best-in-class servicing operation., • Track national and local industry trends, emerging opportunities, effectively network with peers and potential new customers, and establish brand recognition in the market., • Recommend and implement policies and procedures to achieve compliance with servicing agreements, risk management best practices, and investor guidelines., • Collaborate with the VP of Operational Strategies to design, produce, and roll out training materials and oversee staff training programs and data management., • Oversee the development and implementation of individual performance plans for senior employees, fostering professional growth and leadership., • Manage relationships with key stakeholders, including Freddie Mac, Fannie Mae, various pension funds, and the FDIC, ensuring alignment and compliance., • Partner with IT to upgrade the servicing platform, focusing on automating key processes to enhance operational efficiency., • Collaborate with the Finance department to streamline processes and support system implementations to drive operational efficiencies and optimize performance across the platform., • Develop and continuously refine an asset management strategy that adheres to investor requirements and effectively identifies, reports, and mitigates portfolio risks., • Oversee and ensure timely and accurate support for the Legal Department in connection with enforcement actions, workouts, third party requests and other needs for loan related information., • Serve as the primary liaison for senior leadership, field offices, investors, borrowers, and internal staff, ensuring clear communication and alignment. Skills and Experience: • Bachelor’s degree in business, finance, accounting, real estate, or a related field, with relevant exposure to real estate development, property management, or underwriting., • 10+ years of progressive experience in real estate or commercial loan asset management., • Deep knowledge of credit analysis and income-producing real estate, with the ability to interpret commercial real estate loan documentation, securitization documents, pooling and servicing agreements, and related materials., • Strong analytical skills necessary to comprehend complex commercial loan agreements and evaluate borrower financial statements., • Exceptional verbal, written, and interpersonal communication skills to effectively engage with internal and external stakeholders., • Proven personnel and project management skills, with a track record of leading and mentoring teams., • Ability to thrive in a deadline-driven environment while maintaining high attention to detail., • Proficiency in Microsoft Word and Excel, with the capability to create reports and analyze data effectively. What We Offer: • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a full-time, hybrid role where you will work from either the Manhattan or Chappaqua office two - three days a week. If based in Manhattan, this role will need to travel to Chappaqua at least once a week. The salary range is $240,000 – $285,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job Description Director- M&A/Exit Strategies RESPONSIBILITIES: • Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities., • Work with client executive teams and stakeholders to assess and align on strategic objectives., • Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations., • Identify and pursue new acquisition opportunities for clients., • Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals. QUALIFICATIONS: • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field., • CPA required., • 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm., • Strong understanding of financial modeling, valuation methods, and due diligence processes., • Proven track record of successfully leading and executing complex M&A transactions and exit strategies., • Exceptional negotiation, communication, and presentation skills., • Ability to manage multiple priorities and meet tight deadlines., • Strong leadership capabilities with the ability to influence and inspire teams. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Executive Assistant: Investment Management Firm with global reach is seeking an Executive Assistant to support a Senior Executive! We are looking for an individual with finance experience that is a creative problem solver who can think outside of the box. Executive Assistant Job Responsibilities: • Heavy calendar management, • Handle logistics for all meetings and events, • Extensive domestic and international travel arrangements, • Edit and create documents and presentations, • Prepare PowerPoint and Excel documents for Board meetings, • Special projects as required Executive Assistant Job Requirements : • Must have minimum of 5 years administrative experience, financial services experience a plus, • Proficiency in Microsoft Office, with experience in Word, Excel and PowerPoint., • Exceptional interpersonal, organizational, business communication and time management skills., • Ability to work well under pressure, • Excellent oral and written communication skills., • Strong project management skills., • Bachelors Degree required

Job DescriptionSalary: About Financial Edge Do you have a passion for finance? Do you enjoy explaining financial concepts and helping individuals? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the worlds top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants experience and desk needs into account. Job Description Teaching Assistants provide support to the Instructor and participants on entry level programs from interns to associates. All our case studies and workouts have worked solutions. Teaching Assistants work with us through consultancy agreements and are most engaged during our busy season from June through the end of August.Teaching Assistant commitments last one to three weeks at a time and successful applicants will need to be available full-time during these commitments. Main Responsibilities • Support a lead training instructor in a class of 50 150 new hires, • Assist students work through helping with case studies, individual questions and with homework, • Identify and coach struggling students, • Invigilate and debrief exams, • Collate qualitative feedback on participants, • Provide support and feedback to the Account Management Team, • Run small group sessions to solve problems of understanding, • Host evening review sessions independently Essentials • Financial services sector experience (banking, consulting or accounting), • Proficient in financial modeling and valuation methodologies as well as Excel, • Strong analytical skills, • A passion for finance, • Good communication and organization skills essential Daily rate is commensurate with experience

Job Description Executive Assistant – Partner + 2 Associates $110-130k base DOE + paid OT eligible + discretionary bonus + excellent benefits A globally renowned investment firm in Midtown EAST is seeking an exceptional Executive Assistant to support a senior Partner and team. This is an incredible opportunity for an ambitious EA that thrives working in a fast-paced environment that values integrity and encourages team collaboration. Seeking an EA with 7+ of experience in finance and LONGEVITY is highly preferred. The ideal candidate should be a very motivated self-starter who will carry out duties in a well-organized and timely manner. Typical hours are 8:30am-5:30pm – 4 days in office/1 day remote, Monday-Friday Responsibilities • Handling complex calendar management across timezones, • Booking domestic and international travel arrangements, handling itineraries + visas, ground transportation, accommodations, • Receiving calls, taking messages and routing correspondence, • Liaising with internal and external stakeholders to schedule meetings + anticipating all requirements for the meetings, which include but aren’t limited to presentation needs, scouting venues, and catering, • Handling expense reports, • Special projects as needed Requirements / Personal Characteristics • Highly responsible and reliable with a professional presentation., • Motivated self-starter, with the ability to work diligently, • Attention to detail and problem solving skills., • Excellent time management skills and the ability to prioritize work., • Excellent communication and people skills., • Strong organizational, multitasking abilities and problem-solving skills., • 4-year college degree preferred, • 7+ years of EA experience in finance/professional services

Job Description About the Company Redesign Health is a global venture builder that empowers founders to launch and scale transformative healthcare companies. We help founders overcome the unique challenges of healthcare innovation with a suite of capabilities supporting ideation, commercial traction, and execution. Since 2018, we have backed founders to launch more than 65 companies that have touched the lives of over 15 million patients and generated more than $1 billion in revenue. We believe we can create breakthrough innovations in global health technology through grit, technical excellence, and teamwork. We seek out builders who share our ambitious vision. Redesign Health is dedicated to launching AI-native healthcare ventures that transform how care is delivered and experienced. Like the startups we build, we embed AI deeply into all our operations, empowering our team to focus their creativity and expertise on the most complex challenges and high-impact opportunities. We're seeking curious, adaptable individuals who are excited to explore new ways of working, eager to constantly experiment, and committed to pushing the boundaries of what's possible at the intersection of human ingenuity and artificial intelligence. About the Job We are seeking an Associate to join our New Ventures team, based out of Redesign Health’s India headquarters in Bengaluru. You will support the research, prototyping, and launch of new Portfolio Companies in the healthcare space. This role is ideal for someone with a strong background in business innovation and operational excellence, who is eager to help identify and build market-defining healthcare companies worldwide. As part of this unique opportunity, you will be instrumental in developing seed-stage startup ideas and working closely with founding teams. Please note that this role requires working 3 days/week from our Bengaluru office. You must also be willing to work hours that overlap 5 hours per day with Eastern Standard Time. This role will report to a leader on the New Ventures team based in the U.S. What You Will Do * Explore and analyze global healthcare markets ripe for innovation. * Identify a high volume of opportunities for new company creation. Prioritize and refine initial ideas into high-conviction investable concepts. * Conduct primary and secondary research, including, but not limited to: user/buyer expert interviews, competitive landscape analysis, business model development, value proposition & pain point mapping, go-to-market strategy, and financial modelling. * Work cross-functionally with Redesign’s Ventures, Talent, Strategy & Finance, Global Development, and Product & Technology teams to orchestrate ideation efforts. * Identify opportunities to efficiently leverage AI in Redesign’s operational approach. What You Will Need * Bachelor’s Degree with a record of high academic achievement. * 6+ years of combined experience within investment banking, venture capital, private equity, corporate development, or management consulting. * Prior healthcare experience required. * Fluency in business model analysis, primary/secondary research, investment thesis development, and financial modeling. * Strong attention to detail, self-initiative, and comfort with ambiguity. * Interest in researching, implementing, and leveraging emerging technologies. Who You Are * Action Oriented. You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues. * Manages Ambiguity. You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air. * Effective Communicator. You skillfully adapt your presentation style across various audiences and formats, spanning one-on-one conversations to large groups as well as leadership, peers, and founders. * Financial Acumen. You proficiently leverage financial and quantitative analysis to evaluate opportunities and inform strategic decision-making. * Cultural Competence. You navigate cultural differences with ease, showing respect and understanding for diverse perspectives. You adapt your behavior to different cultural contexts, fostering inclusive and effective interactions. * Strong Collaborator. You work seamlessly with others, leveraging diverse strengths and perspectives. You proactively seek to understand and drive consensus among your colleagues. You foster a cooperative environment where all contributions are valued, driving team success through mutual respect and shared goals. * Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role.

Job DescriptionA highly regarded, full-service law firm is seeking Partner-level attorneys to join its growing New York office. The firm offers a collaborative and entrepreneurial environment with sophisticated clients, cross-practice resources, and a strong national platform for growth.Openings are available for partners with established client relationships and experience in one or more of the following areas: • Mergers & Acquisitions (M&A), • Investment Funds / Private Funds, • Trusts & Estates, • Aviation Finance, • Litigation (General Liability, White Collar, Financial Services)We are also open to considering partners in other practice areas that align with the firm’s broader business strategy and client base.RESPONSIBILITIES, • Lead and manage complex matters within your area of focus, ensuring exceptional service and strategic guidance to clients, • Develop and maintain strong client relationships and expand existing business opportunities, • Collaborate with attorneys across departments to deliver integrated legal solutions, • Supervise, mentor, and support the development of junior attorneys, • Contribute to firm-wide growth through business development and thought leadershipQUALIFICATIONS, • Juris Doctor (JD) from an accredited U.S. law school, • Admission to practice in New York, • 10+ years of experience coming from a law firm, • Proven track record of client development and a portable book of business, • Strong leadership, communication, and client service skills, • Commitment to teamwork, innovation, and excellenceWHY JOIN?, • hybrid - 3 days in office/2 days remote, • Join a respected national platform with institutional clients and cross-practice synergies, • Entrepreneurial environment that supports individual practice growth, • Competitive and transparent compensation model, • Access to full-service firm resources, professional development support, and collaborative colleagues