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Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Bilingual in English/Mandarin preferred At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

We are currently sourcing for a Vice President Trading Engineer for Crypto Trading to work in Jersey City, New Jersey. The Role Vice President Trading Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. * Designing and implementing technology solutions for the Fidelity Digital Asset business * High Performance algorithms for trading / crypto trading * Working closely with our business partners to contribute to business-critical initiatives * Demonstrate software engineering excellence through continuous integration, continuous deployment, * Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology * Collaborate with multiple stakeholders/large cross functional teams as part of work delivery * Follows practices and contribute towards innovative solutions to increase productivity * This is a hands-on role where you will write code for product features * Set technical direction for software developers by concluding design with other tech leads and architecture. The Expertise and Skills You Bring * Bachelor's degree in computer science or related field required * At least 12 years of software engineering experience * Strong background in designing and developing low latency trading systems. * Experience in building SOR, Algo engine, or exchange-connectivity for Equities or Crpto. * Experience using kernel bypass e.g., Solarflare OpenOnLoad. * Extensive experience with modern Java using zero GC pattern. * Highly proficient in ultra-low latency design patterns and optimizing trading systems. * Hands on experience with low latency messaging products, such as Aeron, Solace or 29West. * Knowledge of FIX protocols * Proficient in SQL and a working knowledge of relational and time series databases * Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services * An understanding of cloud-based deployments using Kubernetes and AWS * Ability to build reliable software that can withstand unreliable environments * Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome * Solid analytical, communication, and organizational skills * An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space. * Have the drive and ability to deliver software with a high degree of automation * Proficient with version control systems and can handle development for multiple releases in parallel * Have the spirit and willingness to contribute to org level innovation * Have a learning mindset and is able to demonstrate versatility in addition to your specialization * Should have the ability to work effectively with both partners and project team members * Have Knowledge of Agile methodologies or iterative development processes * Have Knowledge of Acceptance test-driven development a plus. * Have Ability to take ownership * Coach team members and take accountability for the deliverables * Excellent collaboration and Interpersonal skills * Great attitude, being a mentor, team player and effective contributor * You have Focus on productivity * Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading. The Team Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets® adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. As a Software Engineer you will be an integral part of the Trading team. You’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. The Fidelity Digital Asset® Trading Team is responsible for platform services and APIs that manage trading of crypto currency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Information Technology

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

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

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job DescriptionSalary: Investment Professional Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 150+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job DescriptionHinge is the dating app designed to be deleted In today's digital world, finding genuine relationships is tougher than ever. At Hinge, we’re on a mission to inspire intimate connection to create a less lonely world. We’re obsessed with understanding our users’ behaviors to help them find love, and our success is defined by one simple metric– setting up great dates. With millions of users across the globe, we’ve become the most trusted way to find a relationship, for all. About the Role: We’re hiring a Marketing Analytics Lead to be the connective tissue across Brand, Growth, and Product Marketing who will turn noisy, multi-country data into crisp, executive-level recommendations on where and how we invest next. You’ll own the monthly, big-picture view of marketing performance (actuals vs. forecast), manage the marketing budget tracker, synthesize country-level trends, and translate MMM/incrementality learnings into budget allocation considerations across campaigns and channels. You’ll also run our Monthly Marketing Trends meeting with the VP, Global Marketing and the Brand, Growth, and PMM Directors, providing one narrative that aligns teams, results and investment.Responsibilities • Build and maintain executive-ready dashboards/scorecards by market, objective, and channel (spend, reach, efficiency, brand health and brand lift)., • Set the agenda, build the pack, and facilitate the monthly discussion with the VP and Directors., • Present regional, country, strategy and and channel-level trends; explain actual vs. forecast variance, drivers, risks, and opportunities., • Recommend reallocation scenarios across campaigns/channels; track decision follow-through., • Run “what-if” scenarios using MMM elasticities and test results to guide investment allocation., • Maintain market-level forecasts; decompose variance and advise on course-corrections., • Tracking of country level allocations by strategy against annual plan, • Prepare/share clean inputs for MMM and incrementality; ensure data fidelity and methodological consistency., • Digest and socialize findings with clear implications for media mix, incrementality and market-level investment., • Partner with brand, growth & media teams for holdout implementation and analysis for channel investment and large scale campaigns., • Partner with finance on top of funnel business trends analysis on an ad-hoc basis (i.e. if we see conversion changes and need to dig into the source), • Produce high-level readouts for big campaign moments: including pre-/post- and YoY comparisons., • Combine business metrics (e.g., acquisition, revenue proxies, LTV indicators) with brand health metrics (e.g., QuestBrand/YouGov/Ipsos, platform brand-lift) to form a POV on whether objectives were met and what we learned., • Support the VP, Global Marketing in “state of the business” reviews across geographies., • Surface country-level signals, opportunities, and risks; coordinate with Finance, Media, and Marketing to align on actions., • Serve as the Global Marketing analytics point-of-contact with Match Group central analytics teams and external partners., • Collaborate with Data Engineering/Analytics to QA pipelines and keep decision-grade data flowing.What We’re Looking For, • 7–10+ years in marketing/media analytics (consumer subscription or mobile/app experience a plus)., • Strong BI skills (Looker/Tableau/Data Studio); working fluency in Python/R for analysis and scenario modeling., • Hands-on experience supporting MMM and incrementality/geo tests; proven ability to convert model outputs into budget decisions., • Fluency with brand-lift methodologies and brand equity tracking (e.g., QuestBrand, YouGov, Ipsos) and how to integrate with performance KPIs., • Executive presence: succinct storytelling, meeting facilitation, and stakeholder management across senior audiences., • Data rigor: taxonomy design, QA habits, comfort with ambiguity, and bias to action. #Hinge

Job Description Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities * Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. * Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. * Conduct asset allocation, portfolio reviews, and performance evaluations. * Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. * Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. * Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications * 5+ years of experience in wealth management, private banking, or RIA environments. * Proven track record managing $20M+ in client assets. * Expertise in financial planning, portfolio construction, and client communication. * Strong interpersonal and relationship-building skills with a client-first mindset. * Knowledge of financial planning software, CRM systems, and investment platforms. * CFP, CFA, CPA, or MBA preferred. Why Join * Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. * Work remotely with a global team transforming wealth management through AI and analytics. * Partner with innovative professionals across finance, data, and technology. * Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. * Build enduring client relationships with a focus on holistic, long-term financial success.

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

Job 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. Position Overview We are looking for an Account Management Director to lead and inspire a team of 6–8 high-potential account managers. This is a frontline leadership role where your decisions directly shape revenue growth, team performance, and customer success. You'll combine hands-on coaching with disciplined pipeline and forecast management, building a culture of accountability and high achievement. For the right candidate, this is a chance to leave your mark on a growing business, accelerate your career, and play a key role in scaling a world-class sales organization. What You'll Do Drive Revenue Results * You will be accountable for ensuring your team consistently achieves quota, with your success measured through team performance * Implement strategies and tactics that translate directly into strong client relationships, client retention and revenue growth Pipeline & Forecast Management * Run disciplined weekly pipeline and forecast reviews with each team member, ensuring accuracy, risk assessment, and deal progression Talent & Performance Management * Lead recruitment and hiring for open positions, including candidate evaluation and selection * Refine and implement onboarding process for new team members, including training on how to deliver platform demos, interrogate usage metrics, prepare and run client reviews and learn account management methodologies * Manage performance through structured reviews, goal setting, and improvement plans Leadership & Culture * Act as trusted coach and mentor while maintaining accountability for results * Remove obstacles and provide resources that enable team success What You'll Bring Management Experience * 5+ years of Account management experience leading teams of 5+ individual contributors * Proven track record of developing high-performing AM professionals and achieving team targets Sales Expertise * 8+ years of B2B AM experience with consistent quota achievement * Deep understanding of relationship building, client and pipeline management, forecasting, and AM methodologies Leadership Skills * Strong coaching and people development capabilities with high emotional intelligence * Excellent communication skills for internal teams and external stakeholders Technical Proficiency * Experience with CRM systems (Salesforce preferred) and usage analytics platforms * Data-driven approach to performance analysis and decision-making 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. Finance & Insurance * Salary: $210,000 + competitive OTE * Equity options * 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 (with the ability to exchange them for alternative days) * Hybrid working model * 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 * Bi-annual team socials * Summer and Winter company-wide social events 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 Our client, a pioneering global Technology group, is currently looking for a General Manager, Investor Relations & Strategy, to join its growing team. In this role you will serve as a critical link between the executive leadership team and the global investment community. This is a high-visibility, high-impact role for a seasoned professional who thrives in complex environments, excels under pressure, and brings both analytical depth and strategic clarity. Key responsibilities will include: Investor Relations Leadership · Act as the primary bridge between executives and investors—drafting presentations, conducting outreach, and managing ongoing relationships and inquiries. · Ensure executive readiness for investor engagements and maintain a compelling, consistent corporate narrative. · Build trust with institutional investors and analysts through confident, transparent, and informed communication. Financial & Regulatory Expertise · Interpret, analyze, and present financial data with precision; understand financial statements, reporting standards, and analytical tools. · Stay ahead of SEC regulations, reporting requirements, and market trends to guide strategy and ensure compliance. · Coordinate closely with legal and finance teams to guarantee accuracy and integrity of all investor-facing information. Strategic Communications & ESG · Develop and drive a comprehensive investor communications strategy across press releases, digital platforms, and key announcements. · Oversee corporate social responsibility and ESG initiatives, including reporting and standards alignment. Corporate Strategy & Change Management · Provide analysis on policy and regulatory changes across key markets to support business leaders. · Partner with the Executive team on major change initiatives—such as people strategy development and other enterprise-level transformations. For immediate consideration please contact Ronny.Cohen@roberthalf. · Bachelor’s degree in business administration, finance, accounting, commerce, or a related field. · Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). · Strong working knowledge of SEC regulations and financial reporting standards. · Demonstrated experience in investor relations, financial markets, and strategic project leadership. · Outstanding interpersonal, communication, and presentation skills. · Experience managing teams and delivering results under pressure with multiple, shifting priorities.

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job 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. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: * Development of new features for internal, employee used web platforms * Automating the acquisition and extraction of financial data from many sources * Reviewing automation outputs ensuring quality and correctness * Building and maintaining internal tools for Arch's Operations team * Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. * Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: * Love organizing a bit of chaos * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are a quick learner who enjoys partnering with others and solving difficult problems * Are interested in alternative investments and/or financial services * Communicate well and professionally Bonus points if you: * Have web development experience: HTML/CSS and React * Enjoy writing code to process and understand data * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * 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: $70K - $100K

Job Description Company Description HRC Financial Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry’s financial advisers, institutions and consultants. HRC’s marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at , , & Job Description HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: * Develop a deep understanding of our investment strategies * Profile financial advisors and how to help them increase their business * Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations * Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls * Deliver sales literature to effectively facilitate sales process and enhance advisor relationships * Researching investment styles of money managers across various sales territories * Maintaining necessary correspondence with prospective clients in order to move sales process towards closing * Collaborating with colleagues to build sales strategies * Tracking revenues and projected revenues for the sales team Qualifications * Bachelor's Degree, preferably in business or finance * Series 7 & 63 (Not required for the candidate but we expect to be obtained within 6 months of employment) * Strong telephone skills, focus, and presence * Strong planning and organization skills * Knowledge of financial markets and basic economic principles Company Description For Financial Advisors HRC Group specializes in providing access to differentiated mutual funds, interval funds, and separate account strategies designed to help financial advisors and wealth managers at independent RIAs, independent broker/dealers and major wirehouses meet the challenges of today’s market environment. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs. Third–Party Marketing for Investment Managers For investment managers—whether it be an existing mutual fund, closed-end interval fund, separately managed account, or proposed traditional closed-end fund offering—utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs. With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker-dealers, and RIA channels. Our proven track record and experience of product introductions can provide managers credibility and acceptance not only with financial advisors but also with platform gatekeepers. HRC’s marketing and sales teams consist of regional external and internal sales teams, and a dedicated national accounts team. HRC has over 15,000 financial advisors as current clients HRC specializes in selling and servicing mutual funds, closed-end funds, private funds, and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These services are provided through HRC Fund Associates, LLC, and HRC Portfolio Solutions, LLC. Mutual Funds We have diverse and versatile experience selling different products and investment themes to a multitude of funds representing a variety of investment strategies. Proprietary Sales Force HRC Group’s marketing and sales teams consist of dedicated national accounts personnel as well as external and internal sales teams. All external sales personnel are experienced, licensed, full-time employees of HRC Fund Associates. Extensive Distribution Our extensive relationships with platform gatekeepers have helped several of our partners obtain not only platform approval but also recommended status and platform model allocations. Deep Understanding We understand the mutual fund sale, the financial advisors, and the platforms. We also have a deep knowledge of the hierarchies and structures from the platform level to the branch office. With thousands of one-on-one meetings with financial advisors each year, we are constantly in touch with the demands and needs of the financial advisor\r\nFor Financial Advisors\r\nHRC Group specializes in providing access to differentiated mutual funds, interval funds, and separate account strategies designed to help financial advisors and wealth managers at independent RIAs, independent broker/dealers and major wirehouses meet the challenges of today’s market environment.\r\n\r\nThrough our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs.\r\n\r\nThird–Party Marketing for Investment Managers\r\nFor investment managers—whether it be an existing mutual fund, closed-end interval fund, separately managed account, or proposed traditional closed-end fund offering—utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs. With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker-dealers, and RIA channels.\r\nOur proven track record and experience of product introductions can provide managers credibility and acceptance not only with financial advisors but also with platform gatekeepers.\r\n\r\nHRC’s marketing and sales teams consist of regional external and internal sales teams, and a dedicated national accounts team. HRC has over 15,000 financial advisors as current clients\r\n\r\nHRC specializes in selling and servicing mutual funds, closed-end funds, private funds, and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These services are provided through HRC Fund Associates, LLC, and HRC Portfolio Solutions, LLC.\r\n\r\nMutual Funds\r\nWe have diverse and versatile experience selling different products and investment themes to a multitude of funds representing a variety of investment strategies.\r\nProprietary Sales Force\r\nHRC Group’s marketing and sales teams consist of dedicated national accounts personnel as well as external and internal sales teams. All external sales personnel are experienced, licensed, full-time employees of HRC Fund Associates.\r\n\r\nExtensive Distribution\r\nOur extensive relationships with platform gatekeepers have helped several of our partners obtain not only platform approval but also recommended status and platform model allocations.\r\n\r\nDeep Understanding\r\nWe understand the mutual fund sale, the financial advisors, and the platforms. We also have a deep knowledge of the hierarchies and structures from the platform level to the branch office. With thousands of one-on-one meetings with financial advisors each year, we are constantly in touch with the demands and needs of the financial advisor

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job Description We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

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

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

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

Job Description We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionLocation: New York City, United States Reports to: Head of Fixed Income Trading Position Overview We are expanding our Fixed Income team, the firm’s newest division launched in 2023, and are seeking a US Corporate Credit Trader with deep expertise in US corporate credit markets. In this role, you will drive proprietary trading strategies across investment-grade and high-yield corporate bonds, CDS, leveraged loans, and other related instruments. Key Responsibilities: • Execute proprietary trading strategies in US corporate credit, including IG/HY bonds, CDS, and leveraged loans., • Conduct in-depth analysis of credit spreads, macro/microeconomic developments, and sector trends to identify trading opportunities., • Manage a proprietary risk portfolio with disciplined position sizing, stop-loss adherence, and risk-reward oversight., • Monitor market movements and dynamically adjust trading strategies to capitalize on relative value and market dislocations., • Collaborate with research, risk, and other traders to refine strategies and enhance market insights., • Leverage systematic and algorithmic tools where appropriate to improve trading efficiency and execution.Qualifications:, • Minimum 3 years of proprietary trading experience in US corporate credit, including IG/HY bonds, CDS, and leveraged loans., • Proven track record of generating consistent risk-adjusted returns in a fast-paced trading environment., • Strong quantitative, analytical, and decision-making skills., • Proficiency with Excel, SQL, Python, or other platforms for analytics, modeling, and strategy support., • Strategic thinker with ability to interpret complex market and macroeconomic data., • Comfortable operating under pressure and collaborating in a high-performance team., • Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related field; CFA or advanced degree preferred.What We Offer:, • Competitive salary with performance-based bonuses., • Access to a dedicated proprietary trading platform with strong support infrastructure. N51qcjXOl2

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

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $92,700 Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialAbout Company What We Offer: • Career Development: The opportunity to build and manage your career with the backing of a trusted, established company., • Comprehensive Training: Extensive training programs are designed to equip you with the expertise required to succeed., • Competitive Compensation: A robust compensation package, including a base salary with significant performance-based bonuses, allowing top representatives to achieve substantial earnings., • Professional Growth: Continuous opportunities for development and career advancement within a supportive, success-driven environment., • Comprehensive Benefits: Health insurance, retirement plans, and additional benefits to support your personal and professional well-being.

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • CFP A REAL PLUS, • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting., • Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team., • This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products)., • This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment., • What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

Job Description Title: Private Equity Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role (and Why It’s Different) This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. Instead of endlessly applying into the void, Career Launch AI helps you: * Find roles like this before they hit public job boards * Get directly in front of hiring managers and recruiters * Use AI to apply to 1,000+ relevant roles for you * Get 1:1 support, interview prep, and warm introductions * Stay supported until you land your next role To access roles like this and work with us directly, go to: 👉 and apply on the site. About the Opportunity A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate. This role is ideal for someone who wants to work directly on live deals, portfolio companies, and investment decisions early in their career. You’ll work in a lean deal team environment where your work actually matters: modeling, due diligence, and investment committee materials – not just slide formatting. Day-to-Day Responsibilities As a Private Equity Associate, your responsibilities may include: Deal Evaluation & Financial Modeling * Build detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity analysis). * Analyze returns, capital structures, and downside scenarios for potential acquisitions. * Conduct valuation analyses using comparable companies, precedent transactions, and other relevant methods. Due Diligence & Market Research * Support the due diligence process across financial, commercial, operational, and legal workstreams. * Analyze target company financials, KPIs, customer cohorts, and unit economics. * Conduct industry and competitive research to understand market dynamics, trends, and risks. Investment Committee Support * Draft and refine investment memos and presentations for the Investment Committee. * Summarize key findings from diligence and articulate the investment thesis clearly. * Present data-backed opinions on risks, opportunities, and value-creation levers. Portfolio Company Support * Support portfolio management teams with dashboards, KPIs, and performance tracking. * Help identify operational improvements, growth initiatives, and strategic priorities. * Assist in bolt-on acquisition analysis, refinancing considerations, and exit scenarios. What Makes This Work Exciting * Direct exposure to founders, CEOs, and management teams. * Real impact: the work you do influences whether millions of dollars are invested. * Rapid learning curve in M&A, operations, and strategic finance. Ideal Candidate Profile This is a representative profile firms in our network look for: Education & Technical Skills * Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very strong Excel skills; able to build & audit complex models. * Solid foundation in corporate finance, accounting, and valuation. Experience (Formal or Informal) * Prior internships or full-time experience in investment banking, PE/VC, consulting, or corporate finance is a plus (but not always required if you’re exceptional). * Demonstrated interest in investing, deals, and business analysis (clubs, projects, side hustles, or self-directed learning count). Soft Skills & Mindset * High ownership mentality — you don’t wait to be told what to do; you hunt for answers. * Strong written and verbal communication — you can tell the story behind the numbers. * Comfortable with long hours when deals are live and stakes are high. * Curious, humble, and coachable — willing to learn fast and iterate. How Career Launch AI Helps You Land Roles Like This Most people never even see roles like this, let alone interview for them. Career Launch AI changes that. When you join Career Launch AI at you get: AI-Powered Job Search Automation * Our AI applies to 1,000+ relevant roles per month on your behalf with tailored resumes & messaging. * We target investment banking, private equity, venture capital, hedge funds, corporate development, and top-tier finance roles that match your background. Human-Led Recruiter & Hiring Manager Outreach * We don’t just apply — our team directly engages recruiters and decision-makers at relevant firms to get you warm conversations. * You get outreach campaigns run under your brand on LinkedIn and email. Done-For-You Execution * You don’t have to learn a dozen tools or manage a massive spreadsheet of applications. * You complete an onboarding form; we handle the systems, campaigns, and tracking. Interview & Case Preparation * We support you with PE-style case prep, financial modeling review, and behavioral questions. * You get feedback and guidance so you walk into interviews prepared, not guessing. Support Until You’re Hired * We don’t disappear after a few weeks — we stay in your corner until you land. If you see yourself in a role like this, don’t just wait for a posting. Build an engine that gets you in front of opportunities like this, every week. 👉 Apply now at

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

ABOUT ASSOULINE Where culture meets luxury Today, through its exceptionally crafted books, home fragrances, and objets d’art, Assouline invites the intellectual and curious into a world of beauty. Here, we invite you to learn the history of the brand, which was founded in Paris in 1994 by Prosper and Martine Assouline. Assouline has published over 1,500 luxury titles across international markets on subjects including architecture, art, design, fashion, gastronomy, lifestyle, photography, and travel. POSITION SUMMARY The Senior Financial Planning & Analysis Manager will be the reporting and detailed analytics lead for the company globally. He/ She will be responsible for monthly, quarterly, and yearly reporting deliverables and will participate in continued enhancements to the company’s financial planning and analysis KPIs. The position reports to the Global Controller. ESSENTIAL JOB FUNCTIONS • Create and manage dynamic financial models, developing compelling outputs that track business metrics and performance on a weekly, monthly, and quarterly basis, • Provide integral support on key team deliverables, including annual budgeting, 5-yr operating and strategic planning, quarterly financial forecasts, and both internal and external business reporting, • Be responsible for collaborating closely with our Supply Chain team to support near and long-term supply and demand, understand key drivers of business performance, and interpret key themes and actionable items within our fulfillment and distribution network across our optical labs, distribution centers, and shipping partners, • Craft insights and continue to seek and find improvements in our analysis to provide visibility into Supply Chain COGS performance and drivers of variances between budgeted and actual results monthly, • Collaborate with key partners to identify opportunities and improve business results by developing financial models for a range of potential strategic and operational cases, • Use your financial acumen and Excel expertise to develop and deliver thoughtful reporting to the FP&A team, business partners, and investors, • Lead financial assessment of proposed capital projects, including ROI and payback analysis, to support investment decisions, • Provide analytical and strategic support for ad hoc analyses (focusing on the why more than the what), • Strong understanding of Inventory Management, FP&A, Supply and Demand., • Manage and coach an analyst KNOWLEDGE, SKILLS & ABILITIES • At least 7-10 years of finance experience, preferably in consumer good products., • Advanced excel skills mandatory., • Knowledge of NetSuite is strongly preferred., • Strategic thinking ability to examine data, identify issues/trends and recommend solutions., • Ability to manage multiple projects simultaneously with strong attention to detail., • Good communicator and customer service focused., • Exposure to Executives reporting and communication., • Ability to work independently with minimal supervision. Assouline is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law. The appointed candidate will be offered a salary within the range of $140,000-$150,000 annually. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the New York City Salary Transparency Law.

About Grocery Outlet Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network of independent operators, we offer a unique business model that empowers entrepreneurs to run their own stores. Our mission is to deliver exceptional value to customers while fostering a culture of independence, integrity, and community impact. Founded in 1946, Grocery Outlet has a rich history of providing exceptional bargains to customers while supporting local entrepreneurs. Over the decades, we have expanded to more than 500 locations across the United States, maintaining our reputation as the leading extreme-value grocery retailer. Our continued growth and success are driven by our commitment to innovation, strong supplier relationships, and our independent operator model, which has helped countless business owners achieve financial and personal success. The Independent Operator Role The Independent Operator (IO) is a hands-on, entrepreneurial role where individuals take ownership of their Grocery Outlet store. This is a unique business opportunity, not a franchise, giving operators the autonomy to run their business while benefiting from the support and resources of an established retail brand. Key Responsibilities: • Store Operations: Oversee daily store functions, including inventory management, compliance, and financial oversight to ensure profitability and growth., • Leadership & Team Development: Recruit, hire, and train a high-performing team to deliver outstanding customer service and operational excellence., • Buying & Merchandising: leveraging Grocery Outlet’s unique buying model. Order the variety and quantity of products to meet the unique preferences of your local community., • Community Engagement: Support local organizations and causes you are passionate about, aligning with our mission of "Touching lives for the better”, • Financial & Business Acumen: Manage financial performance, including sales, margins, expenses, and overall profitability., • Customer Experience: Create an inviting shopping experience by maintaining a clean, organized, and well-stocked store. Benefits: • Operational Autonomy: Run your store the way you think is best for your community, employees, and business., • Uncapped Earning Potential: There is no limit to what you can earn; the more your store sells, the higher your commission payment will be., • Control Your Schedule: While a full-time commitment is required, you have the flexibility to choose your working hours and manage your own schedule., • Corporate Support: Receive training, mentorship, and support from marketing, finance, and business professionals to assist with any questions or issues that arise. Qualifications: • Minimum of 4 years’ retail store Management or multi-unit restaurant management experience., • Entrepreneurial mindset with a passion for retail and customer service., • Strong leadership skills and the ability to build and develop a team., • Business acumen, including financial and operational management experience., • Willingness to relocate and commit to the full training and onboarding process., • A drive for success and the ability to work independently while leveraging the support of the Grocery Outlet network. This is not the right opportunity for you if you… • Are looking for a passive investment or absentee ownership., • Are interested in selling property or real estate to Grocery Outlet., • Are expecting Grocery Outlet to build a store in a specific location at your request. If you're ready to take control of your future and own your success, the Grocery Outlet Independent Operator opportunity could be the perfect fit for you! Grocery Outlet Privacy Policy -

About Extension Health Extension Health is a physician-led longevity and performance clinic transforming how people age. With 12+ years of clinical experience and 50,000+ patients served, we deliver measurable results through advanced diagnostics, leading-edge therapeutics, and an elevated member experience. Founded by Dr. Jonathann Kuo—one of the world’s foremost experts in regenerative and longevity medicine—Extension Health blends medical precision with human-centered care. Our clinic is trusted by high-performance individuals globally, from CEOs and athletes to entertainers and heads of state. Our mission: extend both lifespan and healthspan so people can live longer, perform better, and stay vibrant for the moments and people that matter most. Role Overview The Director of Finance will serve as the hands-on financial operator responsible for budgeting, forecasting, performance reporting, and fundraising preparation. This individual will maintain and evolve the operating models, coordinate cross-functional inputs, ensure financial clarity, and support audit and lender requirements. Approximately 65–70% of this role will focus on Extension Health, with the remainder supporting Hudson Medical (pain management division) and Hudson Mind (interventional mental health division). Apply to join a scaling organization at a pivotal moment, and help build the financial foundation for the next phase of Extension Health’s growth. Key Responsibilities Financial Planning & Analysis • Own and maintain all operating and forecasting models across entities., • Produce monthly performance reports, dashboards, and variance analyses for executive review., • Build and refine multi-year budgets and projections., • Partner with department leads to ensure assumptions are accurate and operationally grounded. Fundraising & Capital Strategy • Build investor-facing financial models and materials., • Prepare and maintain data room materials for fundraising and lender diligence., • Support evaluation of capital raise structures, growth scenarios, and valuation analysis., • Partner with legal, audit, and technical accounting teams. Financial Operations & Compliance • Coordinate with the accounting team to ensure timely, accurate monthly closes., • Maintain audit readiness and support annual CPA-reviewed GAAP financials., • Assist with treasury oversight, cash visibility, and scenario planning., • Support intercompany reporting and shared-services cost allocations. Cross-Functional Leadership • Work closely with Operations, Marketing, Clinical, and HR to align financial expectations and inputs., • Translate complex financial data into clear insights for executives and department heads., • Improve company planning processes and decision-making frameworks. Systems, Processes & Infrastructure • Build scalable, repeatable forecasting and reporting systems., • Create departmental input templates, KPI dashboards, and standardized reporting cadence. Qualifications Experience • 6–10 years of experience in FP&A, corporate finance, investment banking, private equity, or consulting., • Strong financial modeling expertise, including complex multi-entity forecasting., • Prior experience supporting fundraising, investor diligence, or audit processes (strongly preferred)., • Healthcare or multi-entity services experience is a plus. Skills & Attributes • Hands-on, detail-oriented operator who is comfortable in a hybrid strategic/tactical environment., • Excellent communicator who can simplify complex financial topics., • Strong analytical capabilities and ability to synthesize data into decision-ready materials., • Comfortable working in an evolving structure with shared systems, technical accounting partners, and multiple stakeholders., • Highly organized, process-driven, and proactive. Compensation & Benefits • Salary range: $165K–$200K (commensurate with experience), • Bonus + Equity, • Benefits: health, dental, and vision, • Access to discounted cutting-edge protocols and products, • PTO, sick days, and observed holidays Position Summary • Position Type: Full-time, • Reports To: SVP Strategy & Finance, • Work Location: Hybrid; 3 days a week required in office in New York City, • Start Date: asap Send your resume and cover letter to

Company Overview: Apparel that comes from the Japanese values of simplicity, quality and longevity. Designed to be of the time and for the time, LifeWear is made with such modern elegance that it becomes the building blocks of each individual’s style. A perfect shirt that is always being made more perfect. The simplest design hiding the most thoughtful and modern details. The best in fit and fabric made to be affordable and accessible to all. LifeWear is clothing that is constantly being innovated, bringing more warmth, better design, and better comfort to people’s lives. Position Overview: The Affiliate & Display Manager is responsible for managing UNIQLO USA’s performance marketing across affiliate channels and programmatic display platforms. This role plays a key part in driving customer acquisition, nurturing publisher relationships, optimizing spend efficiency, and ensuring alignment with brand and business objectives. The ideal candidate is analytical, detail-oriented, and thrives in a fast-paced, data-driven environment. Key Responsibilities: • Manage and grow UNIQLO’s affiliate marketing program across content, loyalty, influencer, and technology partners., • Develop and maintain strong relationships with top-performing affiliate partners and networks (e.g., Rakuten, etc.)., • Oversee day-to-day operations of affiliate campaigns, including offer approvals, creative asset management, tracking QA, and partner communication., • Develop a strategic roadmap to scale high-performing partners and explore new affiliate opportunities for incremental growth., • Own programmatic display campaign setup, trafficking, and performance optimization via DSPs., • Collaborate with paid search, social, and site teams to ensure cohesive customer journeys and consistent messaging., • Monitor KPIs including ROAS, CPA, revenue contribution, click-through rates, and viewability to inform optimization decisions., • Conduct competitive benchmarking and partner-level incrementality testing to inform investment decisions., • Partner with Analytics and Finance to validate performance, set forecasts, and support monthly reporting needs., • Ensure all campaigns follow compliance and brand guidelines, including data privacy regulations. Requirements: • 3–5 years of experience managing affiliate programs and/or programmatic display campaigns. Experience with Rakuten Linkshare, Partnerize, and/or Commission Junction is a plus, • Experience working with affiliate networks, attribution tools, and DSP platforms., • Strong analytical skills and proficiency in Excel, Google Analytics, and Looker Studio., • Familiarity with affiliate partner types (e.g., content, loyalty, influencer, subnetwork) and associated strategies., • Excellent communication and relationship management skills, both internally and externally., • Ability to manage multiple projects and deadlines independently., • Passion for retail and e-commerce, with a strong sense of ownership and accountability., • Experience working in or with fast-paced, cross-functional marketing teams preferred Salary: $119,000 - $133,000 annually* *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, UNIQLO USA does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law.

North American E-commerce Director — Venum Location: New York, New York | In-Office Type: Full-Time Reports to: North America General Manager (GM) and Chief Operating Officer (COO) WHO WE ARE Venum is the #1 combat sports brand in the world, trusted by elite athletes and worn across the UFC, gyms, and training communities worldwide. We build performance apparel and equipment that represent power, precision, and identity. 2026 is a defining year for Venum USA. We are establishing a fully autonomous Manhattan headquarters and scaling our U.S. business to drive major growth across DTC, Amazon, retail partners, and new categories including Team Sports and Motorsports. WHO WE ARE LOOKING FOR We are hiring an E-commerce Director to lead Venum’s U.S. digital commerce engine from our New York headquarters. This role is for a hands-on leader who can scale revenue, improve profitability, and build a world-class e-commerce operation across multiple channels — while ensuring clear product and brand segmentation. You bring both strategic vision and daily execution discipline. You move fast, solve problems with data, and build systems that scale. WHAT YOU’LL WORK ON DTC Growth Leadership — Venum.com as a Core Engine • Own and grow Venum.com U.S. performance, with full responsibility for revenue, CRM, retention, and margin., • Lead the transition to a fully U.S.-managed Venum.com operation, including merchandising, promotions, and launch execution., • Build a best-in-class shopping experience aligned with U.S. consumers and apparel expectations. Team Sports Digital Growth & Customization Platform (Venum.com) • Make Venum.com the primary digital hub for Team Sports growth in the U.S., designed to win market share with schools, clubs, and tournament communities., • Build and scale a dedicated Team ordering experience that allows teams to personalize and customize products online, including:, • Football, Flag Football, and 7v7 uniforms, • Wrestling team gear, • Fan gear / spirit wear / sideline apparel, • Develop a site flow that simplifies team buying, with tools such as:, • Jersey and apparel builders, • Colorway selection, • Logo uploads, • Player name/number personalization, • Bulk order & reorder capability, • Ensure this Team Sports customization platform is a clear differentiation vs. existing sites and retail, positioning Venum.com as the exclusive destination for custom team apparel and gear., • Partner with the Team Sports Category Manager and Marketing team to drive acquisition through school/club outreach, seasonal programs, and tournament ecosystems. Venum App Leadership & VIP Digital Experience • Make the Venum App the leading digital platform for Venum VIP clients and loyal customers in the U.S., • Partner closely with the Marketing Director to ensure the app delivers an elite, high-retention experience for both new and returning customers., • Drive app growth through premium engagement mechanics including:, • Exclusive product launches and early access drops, • VIP-only promotions and offers, • Contests and community activations, • Instructional/training content and athlete-led education, • Personalized recommendations and loyalty benefits, • Ensure the app is a strategic retention and brand-building tool, not just another sales channel — built to deepen loyalty and increase LTV. Channel Strategy & Product Segmentation • Define and execute channel-specific product segmentation., • Reduce duplication across channels and offer unique propositions and product differentiation. Amazon Performance & Marketplace Leadership • Own U.S. Amazon strategy (both 1P and/or 3P where relevant), including:, • Catalog strategy, • Pricing and promo planning, • A+ content execution (with creative team), • Inventory forecasting, • Ad investment prioritization, • Partner with marketing to effectively manage ad spend. E-commerce Operations & Forecasting Excellence • Lead forecasting, sales planning, and demand strategy for all e-commerce channels., • Work with Logistics and Supply Chain to reduce air freight reliance and improve ordering timelines., • Align inventory flow to seasonal plans, promotions, and channel segmentation. Site Merchandising, UX & Conversion • Own site merchandising strategy, launch calendars, bundling, and pricing tests., • Drive conversion rate optimization (CRO), AOV growth, and customer journey improvements., • Use data to improve product discovery, cross-sell, and category performance. CRM, Retention & Customer Experience • Own CRM roadmap and retention KPIs (repeat rate, LTV, churn reduction)., • Partner with Customer Service Manager to ensure premium post-purchase experience., • Drive email, SMS, loyalty, and app engagement strategies as profit drivers. Team Leadership & Cross-Functional Integration • Build and lead the U.S. e-commerce team in New York (E-commerce Manager + cross-functional support)., • Partner daily with:, • Marketing (brand campaigns & digital performance), • Product & Category Managers (Combat + Team Sports + Motorsports roadmaps), • Logistics (3PL strategy & SLA performance), • Finance/Global leadership (forecast alignment & margin priorities) WHO YOU’LL WORK WITH • North America GM and COO for strategic direction, business priorities, and performance targets., • Marketing Director and U.S. marketing team to align campaigns, app strategy, content, and digital investment decisions., • European E-commerce and Marketing teams for global alignment, seasonal input, and shared best practices., • North America Logistics Manager to ensure inventory availability, forecasting accuracy, and 3PL performance., • Combat Sports Category Manager to drive core category growth and launch execution., • Team Sports Category Manager to build e-commerce and B2B growth for Football, Flag Football, 7v7, Wrestling, and Fan Gear., • Retail and marketplace partners across North America. WHAT YOU BRING • 8–12+ years in e-commerce leadership, ideally within sportswear, performance apparel, or consumer brands., • Proven success growing DTC and Amazon revenue simultaneously, with clear channel segmentation., • Strong understanding of U.S. e-commerce behavior and apparel expectations vs. Europe., • Expertise in:, • Forecasting & inventory planning, • CRO and merchandising, • CRM / retention strategy, • Mobile/app commerce & loyalty ecosystems, • Multi-channel assortment planning, • Digital analytics, • Highly analytical and KPI-driven; comfortable owning P&L-level targets., • Strong leadership style: fast, structured, accountable, and hands-on. WHAT SUCCESS LOOKS LIKE • Venum.com becomes a major high-margin growth engine under U.S. control., • Team Sports customization on Venum.com drives real market share with schools, clubs, and tournaments — and clearly differentiates the brand versus Amazon., • The Venum App becomes the #1 VIP digital platform for loyal customers, driving retention, exclusivity, and LTV., • Clear product segmentation across channels., • Improved profitability through better inventory flow, freight reduction, and disciplined assortment., • E-commerce operations scale cleanly while maintaining brand dominance in combat sports and supporting Team Sports + Motorsports expansion. WHY VENUM • Lead digital growth for the #1 combat sports brand in the world., • Build the U.S. e-commerce engine from the ground up in Manhattan HQ., • Play a central role in Venum USA’s autonomy and scale journey., • Direct influence across DTC, Amazon, retail expansion, Team Sports, Motorsports, and VIP app strategy., • Join a high-growth brand entering its most ambitious era yet. COMPENSATION & BENEFITS This role will be compensated with a good-faith pay range of $160,000 - $190,000. This range represents the minimum and maximum base pay the company reasonably expects to offer for this role at the time of posting. Final base pay will depend on several factors, including the applicant’s qualifications, relevant experience, education, certifications or professional licenses, and overall performance throughout the interview process. This role may offer the following benefits: medical, vision, and dental insurance, life insurance, disability insurance and a 401(k) matching program. This role may also be eligible for an annual performance-based bonus award. This role includes paid personal time off and 14 paid company holidays. Venum offers paid sick time in accordance with all applicable state and federal laws. The Company is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment and do not discriminate on the basis of race, color, religion, creed, sex, gender, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, age, disability, pregnancy, childbirth or related medical conditions, reproductive health decisions, marital or partnership status, military or veteran status, genetic information, arrest or conviction record (consistent with the New York City Fair Chance Act and applicable law), domestic violence victim status, or any other characteristic protected by federal, state, or local law. The Company prohibits discrimination, harassment, and retaliation of any kind and is committed to maintaining a workplace where all individuals are treated with respect and dignity. A job description for this position is available and has been provided as part of the job posting. The duties and responsibilities described in the job description are intended to outline the general nature and level of work expected for this role and may be modified by the Company as needed based on business requirements. The job description does not limit the Company’s ability to assign or reassign duties, responsibilities, or reporting relationships, and may be updated from time to time to reflect changes in the role or the needs of the business.

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.

A global investment firm in New York City is actively seeking an analytical and driven professional to join their staff as their new Vice President of BDC Portfolio Analytics. In this role, the Vice President of BDC Portfolio Analytics will monitor, track, and analyze BDCs performance at the investment and portfolio level. This is a hybrid opportunity that will require three days within the office. Responsibilities The Vice President of BDC Portfolio Analytics will: Prepare monthly portfolio reporting and fact cards for public dissemination and update presentation materials Create and update client portfolio reports (monthly/quarterly); prepare ongoing and ad hoc investor data requests, fund performance queries, and reports Ensure the ongoing quality and accuracy of performance reporting Assist with the managing of investment portfolio data and related data governance and data integrity processes Support the Investor Relations/Business Development team with ongoing client/consultant servicing and fundraising efforts Qualifications 6+ years of relevant experience In-depth understanding of the Private Credit Market Familiarity with key metrics and reporting for BDCs Demonstrated understanding of credit and financial markets Strong knowledge of accounting and finance Proven leadership skills Comfortable working independently and as part of a team Strong communication and interpersonal skills

Mercor is hiring experienced Investment Services professionals to join an exciting collaboration with a top AI research lab. This role involves contributing to the development and evaluation of advanced AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research. Key Responsibilities - Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives - Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning Ideal Qualifications - 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations - Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative/analytical field. Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA) are a plus - Strong proficiency in investment analysis and financial modeling techniques, including valuation, market analysis, portfolio construction, and risk-return assessment - Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks - Excellent analytical, critical thinking, written, and presentation skills, with the ability to distill complex financial information into clear, actionable insights Project Timeline - Start Date: Immediate - Duration: 1–2 months - Commitment: Part-time, ~20 hours/week - Schedule: Fully remote and asynchronous — flexible working hours Compensation & Contract - Competitive hourly rate based on experience ($90–$150 USD/hr) - Top performers receive weekly bonus incentives ranging from $20–100/hr on top of their pay rate - Independent contractor - Daily payment via Stripe Connect Application & Onboarding Process - Upload your resume - AI interview: A short conversation about your background, no preparation necessary! - Work trial: A paid, 3-hour assessment evaluating your ability to interpret project guidelines and deliver investment services–specific output About Mercor Mercor is a San Francisco-based company specializing in connecting elite professionals with cutting-edge AI initiatives. Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey. We help leading AI labs accelerate progress by bringing in top-tier human expertise. Apply today and leverage your investment services expertise to help build the future of AI-driven finance!

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

Over the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're on a mission to bridge the present to the inevitable by building the most sophisticated digital coworker for financial services. We're recruiting a team to work on the frontier of agentic development and applied finance, in close collaboration with leading research labs. Backend engineers at Endex build the core systems that power our financial analysis platform. You'll design and develop robust APIs, services, and application logic that transform complex financial data into intuitive tools for investment professionals. You might be a fit if you... * have architected and built scalable backend systems that handle mission-critical transactions. * have deep experience with API design, service communication patterns, and database optimization. * are passionate about writing clean, testable code with excellent performance characteristics. * enjoy solving complex business logic challenges and translating them into elegant technical solutions. * are excited about applying modern engineering practices in a financial technology context. Join us in building the AI-native workspace for finance, transforming how thousands of firms compete and operate.

Director of Leasing A leading Manhattan-based investment brokerage and advisory firm, specializing in the sale and finance of multifamily and mixed-use properties and development sites across New York City is looking for a Director of Leasing to oversee their leasing division. The company’s founding partners have completed transactions in excess of $5 Billion and are among the most respected and well-connected brokers in NYC establishing themselves as a trusted asset in all aspects of Commercial Real Estate. The Director of Leasing will be a valued asset within the organization, responsible for complete oversight of the leasing division including strategy, marketing, and hiring, training, and mentorship of leasing associates and support staff. If you bring an entrepreneurial spirit and a strong interest in developing a high-performing leasing team - let’s talk! Responsibilities • Oversee all aspects of leasing, including team leadership, marketing, tenant relations, negotiations, and financial management., • Develop and implement strategies to maximize property occupancy and revenue by managing the entire leasing lifecycle for commercial and mixed-use properties., • Develop, manage, and coach, leasing and support staff, setting performance goals and fostering a culture of teamwork and positivity., • Build and maintain strong relationships with current and prospective tenants, brokers, and stakeholders., • Lead negotiations for new leases, renewals, and amendments, ensuring they align with company strategy., • Conduct research on market trends, competition, and demand drivers to inform leasing decisions and lease rates., • Oversee leasing budgets, analyze financial performance, and monitor key performance indicators (KPI) to ensure profitability., • Collaborate with executives, teammates, and legal counsel to ensure a seamless leasing process., • Ensure all leasing activities comply with company policy and local and federal guidelines. Requirements • Bachelor’s degree in Real Estate, Business Administration, or a related field., • Minimum of 5+ years of commercial leasing experience., • Must Possess a successful track-record of overseeing marketing, outreach, and overall management of leasing vacant commercial spaces., • Experience managing and mentoring a high-performance leasing team., • Excellent negotiation and conflict resolution skills., • Proficient with property management software and CRM systems., • Proficient with Microsoft Office Suite., • Effective written and verbal communication skills., • Strong organizational skills with the ability to prioritize and manage multiple tasks., • Lucrative compensation package including equity ownership + bonus/commission structure., • Fantastic opportunity for career growth and advancement within a healthy positive work environment! My name is Thomas Ciresi and I fill positions for Real Estate, Engineering, Architecture firms throughout the United States. If you meet the above qualifications and would like to apply for this position, you may email your up-to-date professional CV/resume to Tom Ciresi at Perfect placements. Speedy staffing. Tenacious testing. Who’s Adecco, we hear you ask? Only the top provider of first-class HR solutions. Our consultants work with some of the best and most exciting companies all over the world. We equip our clients with priceless industry insight and put everything we’ve got into training and mentoring our candidates. We’re her to match talented people with the job opportunities and employers they’re looking for. On any given day we connect over 700,000 people with fulfilling opportunities that make the most of their skills now and enable them to develop new expertise for the future. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The company will consider qualified applicants with arrest and conviction records

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking a senior investment professional to join the Originations team as Director or Managing Director (“Director/MD”). The role is designed for a high-caliber commercial real estate finance practitioner with deep construction-lending expertise, strong institutional relationships, and a proven ability to structure and close complex capital-stack solutions. The Director/MD will take ownership of sourcing, underwriting, and executing C-PACE transactions across ground-up developments, major redevelopments, adaptive-reuse projects, energy-efficiency retrofits, and recapitalizations. This is a full-cycle mandate covering origination, capital-stack structuring, senior-lender consent coordination, and seamless execution alongside underwriting, legal, servicing, and capital markets teams. Candidates should bring a sophisticated command of construction budgets, fund-control mechanics, draw sequencing, contractor diligence, and cost-to-complete analysis, given the role's construction-heavy nature. The position requires a seasoned producer with an established network of developers, property owners, senior construction lenders, real estate capital advisors, and municipal partners. The Director/MD will represent Clearwater in the market, drive new business generation, expand coverage across high-growth regions, and help strengthen Clearwater’s position as a leading institutional C-PACE platform. Strong credit judgment, advanced financial modeling, and the ability to navigate intercreditor and execution dynamics are essential. This is an entrepreneurial, high-autonomy seat within a fast-scaling structured-credit platform where performance and execution drive long-term success. KEY RESPONSIBILITIES Origination • Lead the origination and structuring of C-PACE and complementary construction-focused commercial credit products from initial inquiry through closing., • Develop and maintain a robust self-generated pipeline across development-heavy asset classes, including but not limited to hospitality, multifamily, industrial, retail, self-storage, and adaptive reuse projects., • Position C-PACE within complex capital stacks that include Senior Loans, Mezzanine Debt, Preferred Equity, EB-5, Tax Credits, Grants, and other structured products., • Serve as a market-facing representative of Clearwater with Sponsors, Capital Advisors, and Lenders. Construction Lending Expertise • Underwrite construction-stage risk with fluency across GMP and cost-plus contracts, budgets, schedules of values, change orders, contingency structures, long-lead items, and cost-to-complete analysis., • Evaluate general contractor qualifications, subcontractor strength, bonding capacity, and historical delivery performance., • Interpret and validate development proformas, sources and uses, delivery timelines, and construction cash flows., • Partner with senior construction lenders to align fund-control mechanics, inspection cadence, draw timing, and lien-release processes., • Lead senior-lender consent negotiations, including intercreditor mechanics, payment-instructions protocol, cure periods, and standstill rights as they relate to construction workflows., • Identify and de-risk execution bottlenecks, including permitting, contractor turnover, material escalation, redesigns, and financing timing. Deal Structuring • Architect C-PACE solutions that integrate cleanly with active or planned construction, ensuring compliance with state program rules and internal credit standards., • Work closely with underwriting, legal, servicing, and capital markets teams to structure transactions, validate assumptions, model sensitivities, and mitigate risk., • Manage full execution from diligence through documentation, credit-committee preparation, lender-consent coordination, and closing., • Maintain accurate and timely pipeline, correspondence, and reporting within Clearwater’s CRM platform. Relationship Management • Expand Clearwater’s reach in targeted markets by building and maintaining relationships with developers, senior construction lenders, mortgage bankers, brokers, and capital intermediaries., • Educate market participants on C-PACE financing mechanics, including construction-stage integration, retroactive PACE, A-Note / B-Note PACE, and recapitalization strategies., • Monitor energy-code changes, jurisdictional nuances, regulatory developments, and competitive dynamics to refine market approach and inform product strategy., • Strengthen Clearwater’s brand through active participation in industry conferences, market events, and thought-leadership platforms. QUALIFICATIONS & EXPERIENCE • Minimum 10 years of experience in CRE construction lending, development finance, structured finance, or project finance with a strong and documented production track record., • Demonstrated expertise in underwriting ground-up development, heavy value-add projects, adaptive reuse, and large-scale retrofits., • Deep technical knowledge of construction budgets, fund control, draw sequencing, lien-law considerations, inspection processes, and contractor due diligence., • Proven ability to originate, structure, negotiate, and close complex transactions involving senior lender consents and multi-party capital stacks., • Advanced proficiency in financial modeling, credit analysis, and scenario-driven underwriting., • Established network of developers, senior lenders, brokers, ESCOs, and capital advisors in core markets., • Strong communication skills and executive presence suitable for institutional sponsors and capital partners., • High level of organization and the ability to manage multiple live transactions in a fast-paced environment., • Bachelor’s degree required. MBA or MSRE with a real estate focus preferred., • Knowledge of energy-efficiency finance, renewable energy, and sustainability policy preferred. COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and a performance-based bonus. Compensation is commensurate with experience and aligned with market benchmarks for senior real estate investment professionals. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking an Analyst or Associate (“Analyst/Associate”) to support the Originations team across sourcing, underwriting, transaction execution, and market development. This role is ideal for a highly motivated real estate finance professional looking to build deep expertise in commercial real estate credit, construction lending, and structured finance. The Analyst/Associate will collaborate closely with senior originators, assisting with outreach, screening prospective opportunities, preparing quotes and term sheets, conducting financial and market analysis, and supporting the full diligence and closing process. The role requires strong analytical skills, attention to detail, a proactive mindset, and the ability to manage multiple workstreams in a fast-paced environment. This is a high-visibility position within a growing platform. The Analyst/Associate will participate in internal and external meetings, engage with sponsors, brokers, and municipal C-PACE program administrators, and contribute directly to Clearwater’s market intelligence, pipeline development, and origination strategy. KEY RESPONSIBILITIES Origination & Market Outreach • Support outbound outreach to sponsors, developers, brokers, and intermediaries to generate new meetings., • Participate in introductory and discovery calls to assess project fit., • Assist senior originators with outreach campaigns and follow-ups., • Coordinate with Marketing to deploy materials and digital campaigns., • Maintain consistent communication with market participants to strengthen sourcing channels. Credit Underwriting • Review budgets, proformas, sources and uses, schedules, and feasibility., • Assist with underwriting, financial modeling, scenario analysis, and sensitivities., • Evaluate eligible energy measures and alignment with C-PACE requirements., • Draft credit memos with written analysis of merits, risks, and structural considerations., • Prepare quotes, term sheets, and internal materials., • Participate in diligence calls and document key takeaways. Deal Execution & Closing • Review construction contracts, schedules of values, change orders, and cost-to-complete assessments., • Support analysis of GCs and subcontractors, including capabilities and performance history., • Assist with fund-control coordination, inspection cadence, and draw processes., • Support senior-lender consent and intercreditor discussions., • Coordinate with borrowers, contractors, consultants, program administrators, and legal through closing., • Track execution risks, including permitting, redesign, and long-lead time items. Pipeline & CRM Management • Maintain accurate CRM updates on outreach, calls, meetings, and deal activity., • Prepare weekly pipeline reports, outbound summaries, and market updates., • Track competitive activity, market trends, and C-PACE program changes across jurisdictions., • Assist in identifying target markets, asset types, and sponsors aligned with Clearwater’s origination strategy. QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required. Concentration in finance, real estate, economics, engineering, or a related field strongly preferred., • 1–5 years of experience in commercial real estate finance, lending, credit, or investment banking., • Strong proficiency in Excel financial modeling, underwriting, and quantitative analysis., • Ability to evaluate construction budgets, development proformas, and project-level financial statements is a plus., • Excellent written and verbal communication skills; ability to prepare polished materials for internal and external use., • Highly organized with the ability to manage multiple concurrent workstreams and deadlines., • Self-starter with strong initiative, intellectual curiosity, and a desire to develop deep domain expertise in C-PACE and structured real estate credit., • CRM experience preferred (HubSpot, Salesforce, or equivalent). COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking a Managing Director of Transaction Management to lead all underwriting, diligence, and closing functions. This individual will own the full transaction lifecycle, ensuring every opportunity sourced by the Originations team is evaluated, structured, and executed with institutional precision. The ideal candidate brings deep experience in commercial real estate credit and C-PACE financing, with a proven ability to manage teams, drive process discipline, and deliver high-quality execution across underwriting and closing. Success in this role requires strong leadership and organizational skills, the ability to operate independently in a fast-paced environment, and the judgment to balance strategic priorities with executional rigor. The Managing Director should be comfortable navigating complex underwriting challenges, structuring sophisticated financing solutions, and collaborating closely with borrowers, lenders, developers, and capital partners. KEY RESPONSIBILITIES Credit & Structuring • Lead Clearwater’s underwriting and credit analysis functions from initial sizing through term sheet execution, ensuring each transaction aligns with credit standards, investor mandates, and return parameters, • Refine and institutionalize underwriting frameworks, financial models, and approval protocols to support scalable, repeatable execution across multiple asset classes and markets, • Oversee preparation of detailed cash flow models, capitalization analyses, and sensitivity scenarios to guide investment decisions and credit committee recommendations, • Maintain an active dialogue with Originations and Credit to evaluate deal feasibility, structure optimization, and risk mitigation strategies in real time, • Represent Transaction Management in Investment Committee discussions, providing data-driven recommendations and market intelligence to support credit decisions Transaction Management • Oversee all aspects of deal execution from signed term sheet through funding, ensuring deadlines, conditions precedent, and closing deliverables are met across multiple jurisdictions, • Direct coordination among third-party engineers, construction monitors, title agents, appraisers, attorneys, and program administrators to ensure technical and legal compliance with PACE statutes and Clearwater’s standards, • Review and approve due diligence reports, legal documentation, and escrow arrangements; anticipate potential issues and design practical resolutions to maintain closing velocity, • Manage capital flow, disbursement sequencing, and warehouse/securitization logistics to ensure alignment with investor structures and servicing requirements, • Act as the primary escalation point for transactional issues, ensuring transparency and accountability across all execution channels Operations • Build and manage a high-performing Transaction Management team, setting clear objectives, performance metrics, and professional development paths, • Strengthen institutional processes by implementing controls, workflow automation, and cross-functional coordination among Originations, Credit, Capital Markets, Legal, and Servicing, • Drive continuous process improvement to enhance speed, accuracy, and scalability of underwriting and closing operations, • Track portfolio-level performance, underwriting throughput, and capital deployment effectiveness, reporting key metrics to senior leadership and investors, • Foster a culture of accountability, collaboration, and precision within all aspects of deal execution Executive Leadership • Partner with senior leadership, including the CEO, Chief Credit Officer, and Head of Capital Markets, to integrate Transaction Management into broader platform strategy and capital deployment objectives, • Support Clearwater’s ABS and rating agency initiatives through portfolio data aggregation, credit documentation, and transaction reporting, • Contribute to platform scalability by designing and implementing best practices in diligence, closing, and credit administration for institutional investors and capital partners, • Provide strategic input on new product development, program enhancements, and technology adoption to strengthen Clearwater’s competitive positioning, • Serve as a senior cultural leader within Clearwater, reinforcing standards of integrity, discipline, and client service QUALIFICATIONS & EXPERIENCE • At least 10 years of experience in commercial real estate credit, underwriting, or structured finance; C-PACE experience strongly preferred, • Demonstrated success leading underwriting, closing, or transaction management functions within a capital markets, structured credit, or CRE lending platform, • Deep understanding of complex financing structures, including construction, bridge, and permanent executions, • Experience managing third-party diligence providers, external counsel, warehouse facilities, and securitization processes, • Exceptional analytical, quantitative, and communication skills with the ability to present complex analyses clearly to both internal and external stakeholders, • Proven ability to manage and scale teams while fostering cross-departmental alignment COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, as well as a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.