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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 Description Description A well-capitalized, fast-growing investment firm is seeking a sharp Fund Accountant to join its high-impact finance team. This is a rare opportunity to move from Big 4 into the private investment space, taking real ownership across fund accounting, reporting, and investor operations—while working directly with senior leadership and top-tier institutional investors. Perfect for someone with 2–4 years of public accounting experience (ideally auditing funds) who's ready to step out of the grind and into a faster-moving, more strategic role with clear growth potential. Responsibilities * Prepare and review quarterly and annual fund financial statements, capital account statements, and investor reports. * Manage capital calls, distributions, and portfolio valuations. * Coordinate with external auditors and fund administrators to ensure smooth and accurate reporting. * Drive process and systems improvements across accounting and reporting functions. Qualifications * 2–4 years of Big 4 or top-tier public accounting experience with funds. * Strong grasp of GAAP and investment/fund accounting principles. * CPA is a plus. * Advanced Excel skills. * Proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Perks & Benefits * Competitive base + bonus. * Full medical, dental, and vision coverage. * 401(k) with match. * Hybrid schedule with flexibility. Additional Info This isn't just another accounting role—it's your entry point into the buy side, with high visibility, diverse asset exposure, and real impact from day one. If you're ready to accelerate your career in the investment world, let's connect.

Job DescriptionDay to Day:A real estate asset investment fund is looking for a VP, Acquisitions (Originator/Salesperson) in the NYC area. As the Vice President, Acquisitions you will create a personal sales pipeline through prospecting, outbound cold calling, following up on and generating new leads, as well as meetings set by Acquisition Specialist team. You will be serving as the liaison between the property owner and our internal teams, you will manage your client from first impression and offer through closing, providing timelines, gathering necessary information and answering questions to build trust and rapport. Working with the Sales team SVP, as well as the Underwriting, Legal and Closing departments, you will negotiate and close transactions related to cellular and billboard assets, driving the growth of our company. Reporting to the Senior Vice President, Acquisitions, you will be part of a collaborative and competitive team that works with passion and excitement to achieve their personal targets. The department leadership is committed to the success of their team and is actively engaged in each negotiation and closing, hosting weekly calls to give and receive updates on pipeline progress. When you join the team, you will participate in training with the management team, and they will remain available as needed as you develop and grow within the role. This is an excellent opportunity to expand your real estate experience and create significant personal success. Essential Functions: • Manage sales accounts and provide updates to all parties during the closing process, • Cultivate and maintain relationships with property owners, • Achieve personal sales targets to earn commission and potential bonusesQualifications, • Minimum 3 years of corporate sales experience (preferably CRE broker sales or Investment sales), • Experience closing real estate transactions and running/managing their own book of business, • Persuasive presentation skills in B2B sales environment, • Strong business communication and interpersonal skills, • Working knowledge of Microsoft Office Suite

Job Description Our client, a NYC based Investment Management firm, is currently looking for a Management Company Accountant to join their team. Built by a team of experienced professionals, this firm is committed to delivering strong results for investors while fostering a collaborative and supportive environment for their employees. Responsibilities of this position will include: · Managing and recording financial transactions and reconciliations · Overseeing AP/AR, vendor invoicing, and employee reimbursements · Supporting budget preparation and expense allocation across funds · Assisting with internal/external reporting and audit support · Reviewing NAVs and fund-related expenses with external administrators For immediate consideration please email Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 5+ years in accounting or finance, ideally within financial services · Proficiency in QuickBooks and Microsoft Office · CPA a plus · Strong organizational skills and attention to detail · A collaborative, process-oriented mindset

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems i.e. CME group and its affiliated exchanges., • Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements as well as daily net settlements in accordance with exchange and regulatory guidelines. Maintain segregated balance requirements for affiliates and manage treasury related operations., • Reconciliation/Balancing: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Manage daily balancing of futures activity and positions., • Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Assist compliance with regulatory inquiries and requests related to relevant clearing systems/portals as well as operations procedures, functions, and processes., • Risk Management: Identify operational risks and implement controls to mitigate potential issues related to risk management, clearing, margining, and settlement., • Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation., • Technology & Systems: Work with IT and vendors to onboard, maintain and improve back-office and risk management systems., • Client & Counterparty Management: Serve as the primary liaison with exchanges, management, vendors, and clients to resolve operational issues., • Team Leadership: Lead, manage, and train clearing operations staff, providing training and guidance on best practices as well as processes/functions., • Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: • Education: Bachelor’s degree in finance, Business, Economics, or a related field., • Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm., • Knowledge:, • Strong understanding of U.S. futures markets and clearing processes., • Familiarity with exchange margining methodologies and risk management principles., • Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms., • Skills:, • Excellent analytical and problem-solving abilities., • Effective communication and leadership/management skills., • Proficiency in Microsoft Excel, clearing systems, and risk management tools.Preferred Qualifications:, • Experience with regulatory reporting requirements for FCMs., • Knowledge of automated clearing and reconciliation solutions. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. The opportunity The Sales Team is at the forefront of building client relationships and driving revenue through enhancing clients work flow. This role focuses on bringing new clients and cross selling within existing accounts. There is a high degree of collaboration between other teams to execute the sales growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top tier customer experience. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your Sales career. What you'll work on Every day is different, but here’s an example of the kind of things you’ll work on: * Managing and building strong relationships across a book of key 9fin clients * Driving account expansion across existing accounts, targeting 135% net retention * Demonstrating new features & products from the 9fin platform to clients * Attending relevant industry conferences and events * Developing pricing strategies to upsell and cross sell additional 9fin products & services * Engaging with senior decision makers and influencers at existing clients to understand future business / product opportunities * Maintaining up to date records of client interactions via our CRM About You This role will be a great fit if you: * Minimum 3 years of relevant account management experience (Capital Markets, B2B Sales or Business Development) * A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buy-side, sell-side & advisory community * A track record of managing & growing a book of enterprise clients (min $1m+ book of business) * Ability to plan and prioritize important tasks and work with accuracy and attention to detail * Effective written and verbal communication skills conveying messages accurately and concisely * Team player, but also able to work effectively alone (help is always at hand if you need though!) * Existing relationships / network within the Leveraged Finance community would be beneficial Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Competitive Salary: $130,000+ * Equity * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Quarterly team socials * Summer and Winter company social events A note from the hiring manager "We're at a real inflection point, the US business has grown exponentially since launching in early 2023, quickly becoming the most favored tool in the space. We’ve built a great culture and are looking to expand the US team in the coming months. Any individual who buys into our mission, shares our values and isn't afraid to learn quickly has a place at 9fin". — Oliver Cardozo, Head of US Sales 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job Description Position Title: Senior Associate, Justice and Opportunity Reports to: Associate Vice President, Justice and Opportunity Department: Justice and Opportunity Organization Summary: United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. The Justice & Opportunity unit at United Way of New York City partners with grassroots organizations to support and strengthen community-led approaches to violence intervention. Our work focuses on those most at risk of involvement in violence—individuals who are often overlooked and underserved by existing systems. In collaboration with the NYC Office of Neighborhood Safety (ONS) at the Department of Youth and Community Development (DYCD), we aim to build safer, healthier communities. Our core initiative, Atlas, brings together a portfolio of evidence-based programs designed to improve public safety and promote community well-being across New York City. Position Overview: This position will serve as a key member of the Justice & Opportunity team, responsible for managing administrative functions and meeting preparations in a fast-paced environment. The role entails coordinating with multiple internal departments and external partners, and providing comprehensive administrative support to advance programmatic initiatives and fundraising objectives throughout the year Primary Responsibilities: Executive Support • Provide comprehensive administrative support to the Vice President, including calendar management, meeting coordination, and follow-up on internal and external engagements., • Coordinate the preparation and submission of internal and external program reports., • Maintain accurate records, timelines, and documentation to support program and organizational reporting requirements. Partner & Stakeholder Engagement • Assist with the planning and execution of stakeholder and partner meetings by drafting agendas, talking points, PowerPoint presentations, and meeting notes., • Manage scheduling, logistics, and follow-up communication for external partner engagements., • Develop and maintain tracking systems for partner communications and outreach., • Provide and coordinate administrative and logistical support for off-site meetings, conferences, and events. Special Projects & Events • Coordinate and support the execution of special projects, including cross-departmental initiatives and strategic events., • Prepare external communications, compile reports, and manage event logistics as needed., • Coordinate team site visits with program staff including working with communications team and President’s office. Administration Related Duties • Act as liaison to finance and other departments and assist with expense tracking, invoicing, and basic bookkeeping tasks, • Maintain organized filing systems for the program, • Perform other duties and special assignments as required to support the leadership team and organizational priorities. Skills, Knowledge, and Experience: • Bachelor’s degree, along with a minimum of two years’ experience providing administrative support to executives and teams, ideally within a nonprofit organization. Additional years of experience and training may be substituted for the bachelor’s degree., • Strong verbal and written communication skills., • Proficient in Word, PowerPoint, Excel, database management and research., • Demonstrated track record in project and task management and execution., • Ability to manage multiple demands; results oriented and ability to work quickly and accurately., • Excellent judgment and creative problem-solving skills., • Ability to work independently., • A passion for UWNYC’s mission, vision, and accomplishments. Key Competencies: • Effective & Engaging Communication, • Teamwork, • Problem-Solving, • Strategic Relationship Building & Collaboration, • Planning and Project Management Salary Range: • Job Title Salary Range: $65,000 - $72,000, • The final determination of salary, within this range, will depend on the candidate’s education, skills and experience required for the position. Additional Requirements: • Successful completion of background check., • UWNYC is presently on a Hybrid/In-Person work schedule. United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. How To Apply: Please apply on our United Way of New York City career page. No phone calls or faxes accepted. United Way of New York City is an Equal Employment Opportunity Employer

Job DescriptionAmalgamated Bank is seeking an enthusiastic Branch Administrative Support Manager. Reporting to the Branch Sales & Service Manager, the Branch Administrative Support Manager (BASM) manages all operational, audit, and training activities of a branch. Responsible for the overall success of the branch operating model, including staff training, audit compliance, updating/revising branch policy and procedures, operational integrity of the branches, transactions/operations, servicing, and special projects related to the branch and Online Branch channels. The BASM ensures all branches have sound operations, meeting audit, compliance, and regulatory expectations. The BASM oversees onboarding and training for all branch employees. Consistently meets with internal departments to review overall bank policies and procedures By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Ensures operational requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets., • Takes ownership of complex account servicing and error resolution issues, including those escalated by other Retail Staff. Works with the Retail Sales and Service Manager to provide coaching and guidance to improve and reduce future problem resolution/escalations., • Provides training to branch new hires and ongoing training for updates on systems, procedures, policies to existing branch staff. This includes, but is not limited to Horizon platform, consumer online banking platform, commercial online banking platform, and new account origination. Training can be conducted in our Headquarters, or virtually via MS Teams, • Updates Training Materials and Creating Job Aids for branch staff, • Updates and revises retail branch policies and procedures as needed and provides updates to existing programs or product features., • Assess, suggest, and implement new procedures, workflow processes, or systems to increase operational efficiency, • Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies., • Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable., • Ensures branches operate within regulatory and compliance expectations and pass all branch audits, • Manage operational risk for the retail network by following policies, guidelines, and regulations, • Create a strong workforce by developing individuals in the banking operations team, • Oversee the processing of loans, deposits, and other banking activities to ensure accuracy and accountability, • Oversee implementation of bank operations projects to ensure alignment with expectations and strategic initiatives, • Engage with Audit, Regulators, Community, • Work and collaborate with other business lines to include Operations, Amalgamated Investment Services team, Electronic Banking, Call Center and Loan Servicing, • Makes decision on branch closings and liaises with compliance/legal departments to notify regulators of such actions, • Liaises with 3rd party vendors for any product, service, or operational enhancements/issues related to branch operations, • Reviews branch monthly self-audits, • Conducts Branch Quarterly Inspection, • Monitors and ensures Timely Research and Remediation of Chase Open items , Fed open items and Suspense GL, • Conducts Daily Review of all operational items for Branches with 3 or less staff, • Monitors Daily processing of teller work in Imagecentre and ensures work is decisioned and closed for BOSS processing overnight, • Provides first line escalation for Branch Support for immediate System issues. Constraints may require opening ticket with FIS, • Provides BOT Operations and Product support for Horizon XE updates to test releases, • Provides BOT Operations support to address Branch issues needing resolution such as operational errors, • Provides Finance Support with Unposted GL pertaining to branch entries, • Monitors Branch requests from call center and other internal areas emails to ensure response and completion, • Monitors AB internal mailbox ensuring items are processed and decisioned, • Monitors New Accounts Report, Maintenance Report, and IRA Issue Report to ensure remediation, • Monitors San Francisco ATM proof and Loading, • Monitors Payments One and Vision4 for ATM outages, • Creates and maintains Share Point maintenance for Branch Share point sites, • Other duties as required Knowledge, Skills and Experience Requirements: • This position reports to the Branch Sales & Service Manager and has a sound working knowledge of the overall operations of the branch., • Education and Experience Required:, • Bachelor’s degree; or in lieu of degree, a minimum of four (4) years of relevant professional experience., • At least three (3) years of proven sales experience, • Minimum of two (2) years’ managerial experience or demonstrated leadership abilities., • Demonstrated strong knowledge of business banking products and services, with proven expertise in client relationship management., • Strong financial services product knowledge preferred., • Proficiency in common PC software, including Microsoft Office applications (Word for word processing and Excel for spreadsheets)., • Experience using the internet for business applications, and proficiency with email platforms., • Excellent communication and interpersonal skills, with the ability to interact professionally with personnel at all levels and with business partners across the organization. Our job titles may span more than one career level. The starting base salary for this role is between $110,000.00 – $125,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Job DescriptionAbout Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role Alumni Ventures is looking for a full-time Senior Associate to join one of our investment teams. This position is part of a team that manages Castor Ventures, as well as helps with our syndication fund. The position primarily focuses on sourcing investment opportunities, managing investment processes, and overseeing portfolio management tasks. Alumni Ventures is a multi-sector investor with a preference for Seed and Series A/B opportunities. This role is designed for a generalist investment athlete. This individual will also assist in researching and evaluating potential investment strategies, as well as managing relationships with portfolio companies and fellow venture investors. Alumni Ventures operates exclusively as a co-investor, investing alongside well-established venture funds. The successful candidate will source high-quality investments for our funds and have significant input in creating annual portfolios of approximately 20 to 30 venture investments per fund. This position will be based out of New York and is a hybrid role, with an expectation that this individual will work in the office at least 4 days per week. Alumni Ventures is a fast-paced, professional, entrepreneurial environment. What You'l Do • Identify and research potential investment strategies and develop and maintain the pipeline of investment opportunities within those themes., • Conduct outreach to VCs, entrepreneurs, incubators, and more to help fill our deal pipeline with prospects. The ability to source relevant investment opportunities will be critical., • Vet potential deal opportunities that align with AV's investment mandate, including interviewing company teams, competitors, customers, etc., • Present companies and work closely and collaboratively with the Managing Partner and other teams within AV., • Educate deal sources and companies/entrepreneurs about AV and our investment process, and effectively manage relationships in a professional, courteous manner., • Develop investment memos and execute the investment process, • Assist in the monitoring of existing investments and support existing founders in the portfolio across a variety of efforts, • Maintain fund performance metrics in close collaboration with AV back office / finance support, • Develop and maintain proprietary deal and market intelligence, • Contribute positively to AV's culture Who You Are • Bachelor's degree in Business, Economics, Engineering or Computer Science; MBA or advanced degree preferred, • 5+ years of work experience in consulting, banking, private equity, and/ or a startup, • Demonstrated experience working with AI tools or platforms (e.g., ChatGPT, Claude, Midjourney, Gemini, etc.), • Ability to evaluate and integrate AI tools to enhance team workflows or decision-making, • MIT, UVA, or Georgia Tech degrees preferred but not required Compensation includes a starting base salary of $150,000 plus equity, carry potential, and corporate bonus. Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.

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 Office Manager to consult with our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice and support. What You'll Do • 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.). Qualifications, • 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 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 an Administrative Assistant to join our Legal Department in New York. 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, • Process and track invoices from, and payments to, outside counsel and vendors, which includes communicating with vendors regarding bills, expenses, back-up documentation and accruals., • Maintain and reconcile monthly accrual schedules for outside counsel and vendors., • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Organize and maintain the Senior Executive’s calendar, • Coordinate meetings including travel arrangements, ordering meals, lunch arrangements, meeting room preparation, and invitations, • Provide coverage for other team-based Administrative Assistants that are on vacation or sick leave, • Preparation and tracking of expense reports and reimbursements, • Assist with document production in arbitration and regulatory matters, • Facilitate visits from vendors, clients and firm personnel, • Experience as administrative assistant in a corporate environment, ideally within financial services industry preferred, • Bachelor’s degree in finance or related field preferred, • Possess a high degree of proficiency with technology including MS Office products, especially Excel, as well as 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, • 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 State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State 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 $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Finance Private Family Office Our office, based in Midtown Manhattan, manages a diverse portfolio of investments, philanthropy, and private holdings. With a small, collaborative team, we support the financial and operational affairs of a multigenerational family. We are seeking a highly professional, discreet, and organized Executive Assistant to support the President and act as a central point of coordination across the firm. Provide heavy personal work, administrative and organizational support to the President of the family office. This individual must demonstrate exceptional judgment, efficiency, communication skills, and professionalism. The ideal candidate is proactive, detail-oriented, and capable of managing competing priorities in a dynamic environment. • Manage daily calendar, appointments, and travel logistics for the President, • Screen and respond to emails and calls with discretion and professionalism, • Coordinate internal and external meetings, including agendas, materials, and follow-ups, • Handle confidential correspondence and sensitive information with the utmost discretion, • Assist with document preparation, presentations, and financial reporting support, • Oversee logistics for family, philanthropic, and investment-related events or meetings, • Track and organize important deadlines, filings, and compliance matters, • Liaise with accountants, attorneys, vendors, and investment professionals on behalf of the President, • Maintain organization of physical and digital filing systems, • Occasionally provide support to other senior staff or family members, as needed, • Bachelor’s degree preferred, • 5+ years of experience supporting a senior executive, preferably in a financial, legal, or family office environment or a PA at a residence, • Exceptional written and verbal communication skills, • High level of discretion, integrity, and confidentiality, • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, • Experience with document management systems and CRM tools a plus, • Strong organizational and time management skills with attention to detail Company DescriptionPrestigious midtown finance family office boutiquePrestigious midtown finance family office boutique

Job DescriptionCompany Description R25_0021153 *US role; must sit in US at time of application to be considered. ***Note - This role includes a base salary and is eligible for a performance-based sales incentive #LI-Remote Job Description About this job NielsenIQ is a leading market research firm. Our Financial Services team provides alternative data products to hedge funds, mutual funds, and private equity firms through first party and third-party data sets. NielsenIQ is looking for a Salesperson with 7+ years of experience selling data-driven research / products / services to the buy-side investment community. Candidates must be passionate about capital markets, data and technology. Candidates must also be very comfortable interacting with prospects over the phone and in person. Responsibilities: * Systematically call / email prospects to market NielsenIQ’s products. * Manage a pipeline of new business from initial conversation to close of sale. * Gather market intelligence and contribute to new product development to meet changing client needs. * Provide internal reports to management as required. * Participate in ongoing training / developmental programs. Qualifications * A minimum of 7+ years of experience selling data-driven research / products / services to the buy-side investment community. * Bachelor's degree required, preferably in Finance, Economics or Marketing. * Understanding of financial markets and technology; knowledge of investment research products and current software technologies are a plus. * Outstanding verbal, written and presentation skills, with the ability to communicate clearly and effectively. Manage the sales process through targeted phone calls, one-on-one meetings, and group presentations. * Must be proficient with Microsoft PowerPoint, Excel and Word. * A high level of motivation, the drive to take initiative and work both independently and as a team member; a self-starter. Follow-through is an absolute must have. * Strong business development experience with the ability to sell into, and represent the firm, at all levels within a financial services organization. * Proven ability to maintain a high level of activity to reach an aggressive set of sales goals and objectives. * Ability to work with minimum supervision and with structure, focus and determination. Personal Attributes: * Entrepreneurial and ambitious with a drive to succeed. * Willing to work long hours. * Goal and detail oriented. * Sense of urgency and service-orientation both internally and externally; strong customer service skills. * Ability to add value by using creativity and independent thinking. * Intellectual curiosity, initiative, resourcefulness, and tact. * Strong work ethic with professional behavior & appearance and personal integrity. * Excellent negotiation and listening skills. * Strong organizational skills. * Able to work effectively with team members with uncompromising ethics, initiative and integrity. US Benefits • Comprehensive healthcare plan (medical, Rx, dental, and vision)., • Flexible spending accounts and a Health Savings Account (including company contributions)., • Life and AD&D insurance., • 401(k) retirement plan including company matching contributions., • Disability insurance., • Tuition Reimbursement., • Discretionary paid time off program and 11 paid holidays., • Flexible working environment, • Volunteer time off, • LinkedIn Learning This role has a market-competitive salary with an anticipated base compensation of the following range: $117,250.00 - $137,500.00. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support and more. Additional Information Our Benefits • Flexible working environment, • Volunteer time off, • LinkedIn Learning NIQ is the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights—delivered with advanced analytics through state-of-the-art platforms—NIQ delivers the Full View™. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population. For more information, visit NIQ.com Want to keep up with our latest updates? Follow us on: LinkedIn | Instagram | Twitter | Facebook Our commitment to Diversity, Equity, and Inclusion At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence. All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the

Job DescriptionGreetings from Donato Technologies Inc. We have an immediate opening with my client. If you are looking for a new project, please send me a copy of your updated resumes Job Title: Alteryx IT Tax Engineer Job Location: NYC, NY (onsite) Job Duration: 12+ Months POSITION OVERVIEW: • Were a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Estate, regions and industries, were known for our integrated businesses, our strong investment performance, our value-oriented philosophy and our people., • We are seeking a hands-on tax engineer responsible for driving the effective use of technology for the reporting, compliance and operation functions of Apollos Tax Team globally., • The Tax Engineer will develop solutions that optimize the Tax function, enhancing data quality, increasing automation, reducing risk, and supporting the strategic plans of the Tax department., • Key to the position are the abilities to understand the tax process requirements, capture those needs, define data dependencies and flows, manage projects, timelines, and risks, and consider the impact of regional requirements on global tax technology-based solutions.PRIMARY RESPONSIBILITIES:, • Work with finance, accounting, engineering, and other business partners to drive the implementation of tax software, establish and automate processes, • Coordinate the Tax Departments technology requirements, • Create business requirements documents, including an overall data strategy and roadmap, • Configure tax technology solutions using tools such as Alteryx, Power BI, Snowflake, Pyramid, and Python., • Manage multiple external vendors that support the Tax processes, • Monitor and stay up to date on emerging tax technology trends and continually reevaluate and revise the tax technology strategy to ensure optimal results.QUALIFICATIONS AND EXPERIENCE:, • Project management experience, leading multiple projects at the same time, • Broad-based knowledge of US and/or UK Tax., • Strong development/configuration skills in at least one of the following: Snowflake, Thomson Reuters OneSource, Alteryx, Pyramid, Python, Salesforce, RPA and Microsofts suite of products, • Strong interpersonal skills to collaborate with technology teams and business areas, • Experience with implementing tax technology solutions, including all aspects of the technology design, development, and implementation lifecycle, and working with cross-functional implementation teams to successfully integrate applications, • Excellent verbal and written communication skills, • Independent and self-motivated., • B.S. / B.A. with 5+ years of Engineering and Tax experienceMust-Have Skills:, • Alteryx Data & Analytics, Power BI, Tax Platform Jennifer Sampson Technical Recruiter ....................................................... DONATO TECHNOLOGIES, INC 12100 Ford Rd, #306, Dallas, TX 75234 Direct : (469)-342-0401 Email: Web:

Job DescriptionPosition Summary Senior Accountant at MedReview will perform day-to-day senior level accounting for the organization, ensuring prompt and accurate recording of transactions and preparation of the financial statements. The role is hands on and reports to the Director of Finance. The ideal candidate will have substantial exposure to recording and analyzing transactions, monthly closing processes, general ledger, and reconciliations. Responsibilities This list does not represent all responsibilities for this position. Candidate must understand and be willing and able to assume roles and responsibilities other than these to meet the needs of the department and NYCHSRO/MedReview in general. • Monitor daily banking activities for fraud and unblocking new ACH debit payees., • Notify AR and AP of money activities relate to each unit., • Record all miscellaneous deposit and withdraw that is not AR or AP related in NetSuite., • Prepare invoices for clients based on supporting documents., • Initiate Bill Pay, Wire, ACH, internal transfer, and upload ACH payment activities in Chase online., • Assist Director of Finance for General Audit., • Support in the preparation of periodic (monthly) financial statements: balance sheets, income statements, and statements of cash flow., • Prepare bank reconciliation, follows through on reconciling items, and post banking transaction., • Prepare and upload retirement plan related transactions to the plan., • Maintain internal tracking of general ledger., • Coordinate annual and other periodic audits of the financial statements; gather necessary account information and documents to perform annual audit., • Provide third-party accounting firm with assistance in preparation and filing of Federal, State and local tax forms., • Assist in the annual budgeting process of the company., • Extensive knowledge of financial and cost accounting, and, GAAP., • Proficiency with accounting software., • Proficiency in Microsoft Office Suite or similar software., • Excellent organizational skills and attention to detail., • Excellent written and verbal communication skills., • Five years of professional accounting experience, • Bachelor's degree in Accounting, Finance, or equivalent experience, • Visual and auditory comprehension & function for written & verbal communication., • Manual dexterity with ability to use computers and other office equipment necessary to perform assigned tasks, • Ability to access various settings, negotiate architectural barriers (i.e., stairs) in office and community settings, • Ability to use public transportation to commute to work, • High speed internet (300 Mbps or higher) with secured WIFI., • A dedicated workspace with minimal interruptions to protect PHI and HIPAA information., • Must be able to sit and use a computer keyboard for extended periods of time. Benefits and perks include: • Healthcare that fits your needs - We offer excellent medical, dental, and vision plan options that provide coverage to employees and dependents., • 401(k) with Employer Match - Join the team and we will invest in your future, • Generous Paid Time Off - Accrued PTO starting day one, plus additional days off when you’re not feeling well, to observe holidays., • Wellness - We care about your well-being. From Commuter Benefits to FSAs we’ve got you covered., • Learning & Development - Through continued education/mentorship on the job and our investment in LinkedIn Learning, we’re focused on your growth as a working professional.Salary: 85k-90k Powered by JazzHR iuZwjQJ4V8

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian and its relying advisers have grown to serve as investment managers on approximately $22 billion in book value assets under management. Aquarian Insurance Holdings acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients. Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve. The Role Aquarian Holdings is seeking an exceptional individual to join its Finance and Accounting team to support various accounting activities. The Staff Accountant will report to the Controller. This position is located in New York City. Responsibilities: • Maintaining financial reports, records and general ledger accounts., • Preparing journal entries, analyses, and account reconciliations and assisting in monthly close processes., • Performing monthly balance sheet reconciliations., • Meeting processing and reporting deadlines., • Responding to information requests, reviewing financial statements, and assisting with audits., • Ensuring compliance with GAAP., • Managing expense coding and accounts payable process., • Ability to work in a fast-paced environment., • Strong attention to detail., • Strong analytical and problem-solving skills, as well as strong interpersonal and communication skills (both written and oral)., • Detail-oriented with the ability to work under tight deadlines., • Experience with process development and improvement, • Strong numeracy and analytical skills., • Bachelor's degree in accounting or equivalent accounting work experience in addition to a bachelor's degree in another field., • Certified Public Accountant strongly preferred., • 2+ years of experience in public accounting firm or accounting experience, preferably within asset management, financial services, or investment firms., • Working knowledge of GAAP., • Advanced skills in MS Excel., • Knowledge of NetSuite, a plus.

Job DescriptionManhattan based Non Profit Mission based organization is looking to hire a Senior Accountant to their team. They are in the office a minimum of 3 days a week, so are seeking locally based candidates only. The Senior Accountant will strengthen internal controls, drive timely and accurate financial reporting, and support a multi entity environment as they migrate their accounting system. Reporting to the Controller and partnering closely with the Treasurer/CFO, this hands on role improves processes, prepares audit ready books, and equips leaders with clear financial insights. Key Responsibilities -Own key components of the monthly, quarterly, and year end close for multiple entities: journal entries, accruals, allocations, inter entity activity, eliminations, and variance analyses. -Prepare, review, and maintain balance sheet roll-forward schedules (closing schedules) (cash, AR/AP, prepaid/deferrals, fixed assets, and payroll-related accounts). -Build and strengthen internal controls and accounting policies; document workflows and maintain the finance procedures manual. -Produce accurate, timely financial statements and management reports; support variance analysis and insightful commentary for leadership. -Coordinate and lead audit preparedness: PBC schedules, audit sampling support, accounting memos, and resolution of findings. -Serve as day to day system power user for accounting system and help lead the migration to a modern cloud ERP (data mapping, COA design, user testing, report rebuilds). -Improve AP/expense and AR processes; provide backup to AP and help establish scalable workflows as the team grows. -Manage fixed asset accounting and depreciation; ensure appropriate capitalization, tagging, and disposals. -Oversee bank and investment related entries and reconciliations; record periodic summaries provided by the external asset manager (investment accounting itself is handled externally). -Support cash management, treasury routines, and inter entity settlements in collaboration with the Controller. -Maintain compliance calendars (e.g., Form 1099/1096 filings, unclaimed property, charitable registrations in coordination with counsel) and liaise with ministries on documentation. -Identify and execute process improvements and automation opportunities to shorten close timelines and enhance data quality. Target Profile -Accounting/Finance degree -4+ years Accounting experience – full general ledger experience -Candidates with Great Plains or candidates with Non-Profit experience -Strong Excel/Data skills

Job Description Director, Family Office Services New York, NY ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for a Director, Family Offices Services to join the New York office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: • Provide strategic oversight for extended services for select portfolio of clients., • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting., • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents., • Manage and administer philanthropic giving for client., • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures., • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients., • Monitor and audit internal processes to ensure efficiency and compliance with required regulations., • Serve as main point of contact for auditing agencies., • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings., • Manage and lead ad hoc projects as needed by clients. Requirements: • Bachelor’s Degree in Accounting or Finance., • 10 years’ experience providing UHNW client support with a financial institution, law firm, or family office., • CTFA or CPA preferred. JD welcomed, but not required., • Experience with Partnerships and LLC’s. Exposure to Trusts/Estates and Tax prep required., • Experience in multiple property management and employee oversight a plus., • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role. Rewards: • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments., • Tremendous long-term career opportunity with continued growth and professional development.

Job Description Asset Management Group is a dynamic commercial, residential, and investment real estate firm committed to the high-level mission of maximizing returns for our investors and providing exceptional client service in luxury residential sales. We operate in a fast-paced environment and seek a strategic partner who brings precision, dedication, and a results-driven approach to executive support. The Role: Position Summary We are seeking a highly sophisticated, impeccably discreet, and numerically astute Executive Assistant to serve as the operational and administrative force multiplier for a key executive. This is a strategically critical, high-impact role requiring a demonstrated history of excellence in supporting C-level executives within the top tier of the real estate, finance, or investment industry. The ideal candidate is an expert in advanced corporate technology and possesses the sharp quantitative and organizational skills necessary to ensure seamless executive functionality. Core Responsibilities * Executive Calendar Control: Proactively maintain and strategically manage a complex, fluid daily calendar. This involves optimizing the executive's time, scheduling critical client meetings, institutional investor roadshows, and high-value internal strategy sessions, as well as coordinating across multiple time zones. * High-Touch Correspondence: Act as the primary liaison and professional extension of the executive. Draft, edit, and screen all written and verbal correspondence, including answering phones and prioritizing high-volume email traffic with top-tier clients, investors, legal counsel, and C-suite peers. * Meeting: including sitting in on meetings to take minutes, creating memos, reports and agendas as needed * Reporting & Presentation Production: Masterfully assist in the preparation of executive-level business materials, including complex property valuations, financial models (Excel), and formal presentations (PowerPoint), ensuring impeccable accuracy and professional branding. * Document and Information Management: Systematically organize, file, and manage a vast array of documents and highly confidential information, maintaining strict controls and discretion over physical and digital assets. * Project Support: Assist with special projects and initiatives by coordinating resources, managing timelines, and proactively tracking progress to ensure deadlines are met. Required Experience * Executive Tier Experience: Minimum of 5+ years of progressive, dedicated Executive Assistant experience specifically supporting C-level, Managing Partner, or Principal-level executives. * Industry Expertise: Proven high-performance experience in commercial real estate, institutional investment, private equity, or wealth/asset management. * Quantitative Acumen: Strong demonstrable comfort working with financial statements, investment metrics, and performing basic data analysis and auditing. * Elite Organizational & Time Management Skills: Possesses a systematic, algorithmic approach to workflow, demonstrating the ability to manage multiple complex tasks and deadlines simultaneously and efficiently. * Technical Savviness & Command: Mastery of the Microsoft Office Suite is non-negotiable. Required expertise includes: * Excel: Creation and manipulation of Pivot Tables, VLOOKUP, complex formulas, and data validation for financial analysis. * PowerPoint: Designing sophisticated, clean, and high-impact investor and pitch presentations. * Outlook: Advanced features for delegation, complex scheduling across time zones, and email management. * Professionalism and Discretion: Impeccable professional maturity and an unwavering commitment to maintaining absolute confidentiality regarding proprietary and client information. * Communication Mastery: Exceptional written and verbal communication skills, necessary for handling sophisticated correspondence and liaising effectively with high-level internal and external partners. * Problem-Solving & Critical Thinking: The ability to think critically, anticipate executive needs, and demonstrate adaptability and flexibility to manage changing priorities and unforeseen circumstances.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As an Account Manager at Maven, you will: • Manage day-to-day relationships and operations across lines of business., • Monitor and report on partnership KPIs—enrollments, clinical outcomes, satisfaction., • Collaborate with Analytics to produce performance reports and translate insights for the Payer and the Product Team., • Work with cross-functional teams to identify trends and drive performance optimization., • Partner with Marketing and Client Success to design and launch targeted engagement campaigns., • Influence product roadmap priorities through partner feedback., • Serve as primary point of contact for issue escalation and resolution, collaborating with Client Delivery and CS to address challenges., • Actively monitor and track forecasting, enrollments and revenue recognition with Finance, RevOps and Client Success to achieve targets and/or escalate as needed., • Proven ability to build and maintain strong partner relationships, fostering trust and alignment across complex organizations., • Track record of anticipating challenges and driving swift, creative solutions that ensure program success., • Demonstrated attention to detail, ensuring accurate execution, follow-through, and delivery on partner commitments., • Experience thriving in cross-functional environments, collaborating with marketing, product, analytics, and client success teams to achieve shared goals. This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. This role is open to candidates based in the New York Metropolitan area, or remote from within the US. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description SVP, Director of Product and Enterprise Sales Level/Function: Senior Group Manager / Enterprise Sales Reports to Head of Global Sales and Relationship Management About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the SVP, Director of Product and Enterprise Sales: We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This newly created leadership role will play a critical part in BetaNXT’s strategy and business growth going forward. Responsibilities of the SVP, Director of Product and Enterprise Sales: • Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector, • Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission, • Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients, • Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries, • Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects, • Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities, • Prepare and deliver compelling sales presentations and proposals to prospective clients, • Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives, • Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management, • Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed, • Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive, • Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales, • Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus, • 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred, • Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success, • In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services, • Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key, • Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities, • Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making, • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives. #LI-Remote

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Account Manager We are looking for an Account Manager to nurture and expand our client relationships. As an Account Manager at Arch, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Account Management team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

Job Description IT Support Engineer, Private Family Office, NYC The IT Support Engineer is based in New York, New York, reporting to the Director of IT. The role is responsible for providing day-to-day IT support to our employees and select portfolio companies/affiliated entities, resolving user issues, managing devices, and playing a key role in strengthening IT security protocols. Proficiency in Google and Apple ecosystems is required, as well as an eye for continuous improvement. Key Responsibilities: • Provide day-to-day support for macOS and iOS users in a 100% Apple environment., • Administer and enforce Kandji MDM policies, including device compliance, zero-touch deployment, and patch management., • Support administration and secure configuration of Google Workspace, including user lifecycle management, OAuth scopes, and admin roles., • Maintain and enhance 1Password for Business usage across the team, with a focus on secure credential storage and best practices., • Champion the implementation/monitoring of 2FA and phishing-resistant authentication methods., • Assist in executing security-related initiatives, including vulnerability remediation, policy updates and vendor access reviews. Monitor systems for anomalies and collaborate on incident response procedures when, • necessary., • Help implement IT security standards, documentation, and checklists for audits and compliance., • Manage onboarding/offboarding processes with a security-first mindset., • Maintain asset inventory, ensure encryption at rest and in transit, and assist with access audits., • 2+ years of experience in IT support or administration, preferably in a security-conscious setting., • Strong troubleshooting skills and ability to communicate clearly and respectfully at all levels., • High level of integrity and discretion; prior role in investment, finance or family office a plus., • Proficiency managing Apple and Google environments in a business setting., • Working knowledge of MDM solutions and enterprise password managers., • Understanding of endpoint security, encryption, MFA and principle of least privilege., • Interest or experience in IT security policy implementation, documentation, and audit readiness., • Based within a commutable distance from Manhattan. Compensation: Salary range of $80,000-$100,000 dependent on experience, with eligibility for premium health benefits upon hire. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Job Description We are a full-service marketing and advertising agency that marries the human stories of our clients with storytelling, art, data, and conversations that are smart and compelling. That's Serino Coyne. We believe in the transformative power of a shared live experience. No matter where people buy a ticket – the theater, an attraction, a museum – we're there because we know what it takes to connect creators with seekers. We are makers and thinkers, analysts and storytellers, artists, and filmmakers. We make meaningful connections that inspire. We create. We innovate. We nourish. Our employees are our best investment. We value and celebrate each person's worth, purpose and identity because that's how our family flourishes. An inclusive and diverse workplace is a powerful workplace, and we strive to reflect and support equity and opportunity in all we do. We're continuously learning and improving because that's how thoughtful change happens. We are seeking a Account Supervisor with a strong work ethic and the ability to multi-task and embrace a deadline driven environment. A team player who is passionate and motivated about your work and have experience working in an advertising agency environment. Someone who is a self-starter but also thrives within a collaborative team. JOB RESPONSIBILITIES (include but are not limited to the following): • Act as strategic brand manager., • Prepare media plans with collaboration of media staff., • Create and supervise timelines of production of all materials, coordinating activities between agency's finance depart and client/vendors and act as client/agency liaison among all agency departments., • Follow market trends to determine the specific needs of each account and seek out new opportunities and present to client when appropriate., • Proactively anticipate and respond to client needs., • Foster a positive team environment not only within the agency but also between all of a client's partners., • Seek opportunities to advance the client relationship and identify new opportunities., • Ensure accurate billing and actualization of weekly budgets; adjusts when necessary., • Multi-task and work under pressure with constant awareness and ability to meet deadlines., • Mentor/supervise junior Account staff. JOB REQUIREMENTS (include but are not limited to the following): • 7+ years of advertising/marketing industry experience., • Bachelor's Degree in marketing, advertising, communications, or relevant field preferred., • Excellent communication skills., • Strong organizational/time management., • Proficient in excel and managing budgets., • Outstanding presentation skills., • Ability to be solution oriented and resolve issues., • Build internal relationships across all departments., • Stay abreast of present, current, and future industry trends to maintain positive client relationships. Annual salary: $75,000 - $85,000 Serino Coyne is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Annual Salary$75,000—$85,000 USD

Job Description A leading real estate investment and development firm in Midtown Manhattan is seeking a Senior Accountant to join our growing finance team. This is a great opportunity for professionals with Big 4 experience who are looking to transition into a dynamic, real estate environment. What You'll Do: • Support financial reporting, consolidations, and analysis for a diverse real estate portfolio, • Partner with internal teams on budgeting, forecasting, and audit coordination, • Contribute to process improvements and implementation of best accounting practices, • Assist with month-end close and preparation of management reports, • Bachelor's degree in Accounting, Finance, or related field, • Public accounting experience (Big 4 or large firm preferred), • Strong understanding of GAAP and financial reporting, • Excellent analytical, communication, and organizational skills

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian and its relying advisers have grown to serve as investment managers on approximately $22 billion in book value assets under management. Aquarian Insurance Holdings acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients. Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve. The Role Aquarian Holdings is seeking an exceptional Senior Accountant to join its Finance and Accounting team. The Senior Accountant will report to the Chief Accounting Officer. This 5 day a week in-office position is located in New York City. Responsibilities: • Facilitate the monthly closes through preparation of account reconciliations, journal entries and flux analysis, • Assist with monthly, quarterly and annual investor and regulatory reporting requirements. Including financial statements, management reporting packages and contract invoicing, • Maintain records and schedules for specific general ledger accounts including but not limited to cash, accrued expenses, debt financing and accounts payable, • Research accounting guidance to assist in accounting memo writing on complex positions, • Handle routine information requests from management, tax advisors and auditors, • Assist third party consultants on the implementation of accounting process improvements, • Exhibit a strong understanding of US GAAP, • Ability to work in a fast-paced environment while utilizing effective time management, • Excellent attention to detail and organizational skills, • Strong analytical and problem-solving skills, • Ability to work both independently and collaboratively on projects and daily tasks, • Bachelor's degree in Accounting and eligible to sit for the CPA, • Certified Public Accountant, strongly preferred, • 3-5 years of experience in public accounting firm or asset management experience, • Working knowledge of GAAP, • Advanced skills in MS Excel, • Knowledge of Netsuite, a plus

Job Description Workplace Operations Manager Location: NYC 5 days in-office requirement Qualifications: • 5+ years of office operations or office management and/or Executive Assistant experience in a high-growth start up environment., • Strong leadership skills with experience collaborating with global teams. Confident presence and ability to encourage and engage employees at all levels., • Strong proficiency with workplace tools (Mac, Google Suite, Microsoft Office, A/V equipment, etc.)., • Experience managing budgets, expense tracking and vendor negotiations., • Exceptional organizational skills with extreme attention to detail. Self-starter who thrives in a fast-paced, every-changing environment and can anticipate needs before being asked., • Experience in a hyper-growth, global startup environment., • Experience in event coordination, travel management and calendar management., • Familiarity with international teams and cross-cultural collaboration., • Knowledge of workplace health and safety regulations., • Serve as the "face" of the office, being the first point of contact for employees, leadership and visitors. Act as receptionist for guests, ensuring professionalism and confidentiality at all times., • Oversee day-to-day operations of our Melio New York City office ensuring organizational, functionality and alignment with company culture and values., • Manage vendor relationships (cleaning, landlords, HVAC, security, plant care, etc.) and negotiate contracts to ensure smooth and cost-effective services., • Coordinate team meals, in-office gathers and company events in partnership with Employee Experience, People and DEI teams. Ensure kitchens and pantries are stocked with groceries, snacks, beverages and other essentials., • Handle all employee requests for equipment, furniture and supplies. Anticipate office needs and proactively resolve issues before they impact the team., • Assist in calendar management, travel and special projects for leadership or visiting executives as needed., • Support new employee onboarding and onboarding tasks visiting leadership, space booking and hospitality. Foster an inviting, inclusive and collaborative environment that reflects our mission and values., • Track and manage site budgets, partner with Finance for reporting, forecasting and adherence., • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary range for this position is $90,000 - $105,000., • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA., • 401K matching and stock options: Feel the investment of working at a hyper-growth startup., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well! Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description About Presence Presence is the leading provider of teletherapy solutions for children with diverse needs. Through our award-winning technology, Presence connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to school districts nationwide. Our growing network of 2,000+ clinicians has delivered over 7 million teletherapy sessions to K-12 students. We are a remote-first, distributed workforce of 200+ corporate employees, headquartered in New York. We place a high value on "cameras on" engagement, schedule coordination and cross-functional communication to stay connected with each other when working in different places. Many roles require travel to create opportunities to engage in-person with our school partners, our clinicians, and each other. What will you do at Presence? The General Manager, Commercial Growth Products will play a pivotal role in driving topline growth for Presence by managing high-potential existing businesses as well as incubating new products to meet the needs of our school, clinician and agency customers. This leader will also be responsible for monitoring the competitive landscape and working cross-functionally to incubate new product ideas for bringing to market. Finally, this individual will oversee the development and maintenance of key revenue-driving partnerships for Presence. The ideal candidate will be a skilled cross-functional collaborator who is entrepreneurial, data-driven, and adept at influencing senior stakeholders. The GM will report to the Chief Commercial Officer. Primary Responsibilities? New Business Topline Growth • Own and drive growth for Presence's award-winning SaaS platform and expanded service offerings., • Lead the evolution of core value propositions and execution of GTM strategies in partnership with Sales and Marketing., • Analyze and evolve the pricing and packaging of these services based on customer feedback, competitive intelligence and operational considerations., • Work with the Product team to develop the roadmap for these services by conducting research on user needs and the competitive landscape., • Oversee the delivery of services in collaboration with Sales, Operations and Service Design to ensure a best-in-class customer experience., • Own the identification and negotiation of new revenue-generating partnerships, as well as the maintenance of existing revenue and content partnerships., • Conduct competitive analysis to identify new segments of the education market for entry or expansion and create a process for evaluating the potential ROI of proposed new products., • Lead cross-functional collaboration with Product, Operations, Finance and Sales to operationalize new product launches and ensure fulfillment readiness., • Define and track key commercial performance metrics to measure ROI of initiatives., • 10+ years of professional experience, including 5+ years in investment banking, consulting, P&L ownership, or business development., • Experience scaling business lines, specifically with SaaS business models, at companies with $100M+ revenue and/or rapid growth phases., • Demonstrated business acumen with strong ROI-driven decision-making., • Strong analytical, communication, and executive presentation skills., • Track record of successfully leading cross-functional teams and scaling growth initiatives., • Knowledge of special education, mental health services, K-12 education systems and the public-sector sales process preferred., • Our team is committed to shared principles of inclusivity. We engage with all stakeholders in a spirit of listening, learning, and broadening our perspectives., • We commit to a growth mindset. We don't use energy to explain why something can't be done; we figure out how to make it happen., • We are mission-driven. Our work helps more children with special needs receive the necessary support. We believe that our work is essential, meaningful, and urgent., • Comprehensive Medical Coverage includes Dental and Vision, • Flexible PTO, • 11 Company Paid Holidays, • Benefits Package: including 401K savings plan and access to an Employee Assistance Program., • $500 home office stipend, • Paid Life insurance, AD&D., and disability benefits, • Paid parental and caregiving leave, • Eligibility to apply for a Professional Development Scholarship. An employee's starting pay will be determined based on job-related skills, experience, qualifications, and market conditions. Salary range is $165,000-195,000 Where is this position located? • Presence is headquartered in New York City with our clients located throughout the U.S., • We support remote work from other locations in the US, • This position will report to the Chief Commercial Officer, • All employees commit to be available on-camera for our Core Working Hours noon-5 pm EST M-F.