Trabajos financial advisor en Estados Unidos

Job Title: Director Location: Barnabas Health Corp Department: HR - NBI Req#: 0000197452 Status: Full-Time Shift: Day Pay Range: $133,924.00 - $189,167.00 Annual Pay Transparency: The above reflects the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's educational background, skills and professional experience. Job Overview: The Director of HR at NBI serves as a strategic partner and provides operational and consultative human resources services for assigned client groups. The Director supports business leaders with effective decision making, project management, and ensures flawless execution of strategic initiatives across the enterprise. She/he/they establishes and maintains effective partnering relationships with key stakeholders to ensure their goals and objectives related to all aspects of human capital are achieved. She/he/they coordinates policies and practices to ensure consistency in application. The Director is responsible for ensuring compliance with all applicable policies, laws and regulations. The Director of HR Operations has immediate oversight of employee development, employee engagement, and employee relations operations delivered to service line clients and serves as a lead change agent and influencer in establishing and/or enhancing and influencing organizational culture. Qualifications: Required: • Bachelor’s Degree in related field required., • Minimum of eight - ten (8 - 10) years’ progressively responsible leadership experience in the field of human resources management, employee relations, development, and retention within the setting of a highly complex, matrixed, organization., • Demonstrated experience in effectively leading and maintaining a high performing team., • Knowledge of Federal, State and Local laws, regulations and guidelines related to EEO/ADA compliance, employment and affirmative action required., • Proven ability to plan, organize, prioritize and effectively manage multiple complex projects concurrently and develop in a fast-paced environment., • Experience in developing strong relationships and motivating key internal or external stakeholders to achieve desired results., • Strong experience in conflict resolution and mediation., • Demonstrated ability to work in a high volume, fast-paced, dynamic environment with the ability to adopt to changing priorities, • Serves as a thought partner and strategic advisor to assigned client groups; providing perspective, guidance, creative solutions, and support and ensuring follow up actions as required., • Provides thoughtful analysis, trend insights, and human capital recommendations regarding high impact decisions., • Analyzes key performance metrics, conducts deep dive/root cause analysis, and identifies innovative and appropriate solutions., • Partners with senior leaders, front line supervisors, staff and other stakeholders on enhancing employee engagement, cultural transformation, talent management, employee relations, performance management and day to day HR operations., • Develops and drives strategy as it relates to employee experience and retention., • Leads development of processes & documentation supporting the application of employment related processes & policies., • In partnership with key stakeholders, leads the development and integration of the delivery of employee relations related learning and development interventions addressing current, transitional, and future state competency gaps within the function and overall business., • Works collaboratively with all clients to assess the impact of policies and practices and make recommendations to address areas of inconsistency or practice improvement., • Ensures optimal client satisfaction and priorities are met by working collaboratively with the team to triage incoming requests, identify barriers and remove obstacles., • Ensures the HR brand and reputation is positive and one reflective of creating and enhancing exceptional employee experiences., • Establishes, builds and maintains effective relationships., • Ability to generate results through influence in an environment with multiple and diverse stakeholders, • Effective organizational and interpersonal skills including written and verbal communication skills;, • Strong analytical and project management skills, • Demonstrated capability to interact directly with C-level leaders, • Possesses keen ability to judge and prioritize issues and implications for RWJBarnabas Health, • Demonstrated strength in analytical capability, • Demonstrated proficiency Word, Excel, and PowerPoint Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. At RWJBarnabas Health, our market-competitive Total Rewards package provides comprehensive benefits and resources to support our employees’ physical, emotional, social, and financial health. • Paid Time Off (PTO), • Medical and Prescription Drug Insurance, • Dental and Vision Insurance, • Retirement Plans, • Short & Long Term Disability, • Life & Accidental Death Insurance, • Tuition Reimbursement, • Health Care/Dependent Care Flexible Spending Accounts, • Wellness Programs, • Voluntary Benefits (e.g., Pet Insurance) RWJBarnabas Health is the premier health care destination providing patient-centered, high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey—whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Global Payments: Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We’re a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you’re passionate about helping business owners thrive—and you love selling technology that transforms the way they run their operations—join our dynamic, growth-minded team. Together, we’ll shape the future of commerce. Job Summary: As an Outside Sales Executive, Payment Technology, you’ll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius®, our industry-leading Point of Sale and payment platform. You’ll manage the full sales cycle—from prospecting and lead generation to running demos, negotiating, and closing deals. You’ll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact—selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You’ll Do: * Sell Genius® and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. * Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. * Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius® helps businesses streamline payments, improve operations, and increase customer loyalty. * Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. * Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. * Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. * Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring: * Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. * Strong communication, presentation, and negotiation skills—comfortable selling both face-to-face and virtually. * High energy, self-motivated, and competitive—driven to exceed targets. * Professional presence and genuine ability to connect with business owners. * Familiarity with the restaurant or retail industries is a plus. * Valid driver’s license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications: * Must be 18 years or older. * High school diploma or GED required; college degree preferred. * Two or more years of relevant B2B sales experience. * Must live within the geographic area of the posting. Compensation: Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000 Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Annual Range: $100,000-$150,000 Your total compensation depends on your performance, skills, and territory—your success is in your hands. Benefits: Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at ___. Our Culture: We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Diversity and EEO Statements: Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #JS1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ___.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Vice President of Finance Location: New York, NY Reports to: CEO & Founder Level: Executive Leadership Role Overview We are seeking a seasoned and strategic Vice President of Finance to lead the financial function of a growing fashion business. This is a critical executive role, reporting directly to the CEO, responsible for shaping the company’s financial strategy, driving long-term growth, and ensuring financial discipline across the organization. The VP of Finance will be a key thought partner to the CEO and leadership team, providing insight, rigor, and leadership as the business scales. Key Responsibilities • Serve as a strategic finance partner to the CEO and executive leadership team, contributing to company-wide decision-making and long-term planning, • Own the overall financial strategy, including forecasting, budgeting, and multi-year financial planning, • Lead all core finance functions including accounting, treasury, tax, and financial reporting, • Deliver timely, accurate financial reporting and insights to support strategic and operational decisions, • Oversee cash flow management, working capital, and capital allocation to support growth and profitability, • Establish and monitor KPIs to drive performance, margin improvement, and operational efficiency, • Partner closely with Merchandising, Operations, Supply Chain, and Sales to support pricing, inventory, and margin strategies, • Lead financial modeling for new initiatives, channel expansion, and investment opportunities, • Ensure strong internal controls, compliance, and risk management across the business, • Manage relationships with external partners including auditors, banks, and advisors, • Build, lead, and develop a high-performing finance team, setting best-in-class processes and standards Qualifications & Experience • Extensive senior-level finance leadership experience, Experienced in working in multi-channel retail business is a must., • Proven track record in a VP of Finance, Finance Director, or similar executive role, • Deep expertise in financial planning, analysis, and reporting within a fast-paced, growth-oriented environment, • Strong understanding of inventory-driven businesses, margin management, and working capital dynamics, • Experience partnering directly with a CEO and board-level stakeholders, • Exceptional analytical, strategic thinking, and problem-solving skills, • Hands-on leadership style with the ability to operate at both strategic and operational levels, • Experience navigating scale, complexity, and change within an evolving organization What We’re Looking For • A confident, credible finance leader with strong executive presence, • Someone who can balance financial rigor with commercial agility, • A proactive leader who anticipates challenges and drives solutions, • A trusted advisor who can influence across functions and at the highest levels Salary: $195,000+

Location: On site at office location listed in job posting. Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Develop new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Maintain proper house-holding of relationships Gather financials for new and renewal opportunities with clients. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Salary: $80,000 - $90,000 Benefits: To be discussed at interview Job Type: Direct Hire Location: Hawthorne NJ Job Start date: ASAP Shift Pattern: 1st Shift We’re supporting our client, a leading food manufacturer based in Hawthorne, New Jersey who are looking for an Industrial Engineer to join their growing team. The successful Industrial Engineer will have experience in continuous improvement, as well as experience in a food manufacturing environment. About You: • 5-10 years plant-based Food/CPG manufacturing evaluating production flows, hourly staffing and standards development for operations in high-speed packaging (prefer food/ but pharm and or other food CPG), • Experience in continuous improvement, (prefer certified black belt in lean manufacturing but willing to consider lower-level certification), • Plant floor-based role observing production processes, identifying root cause of waste (all 7 forms) and leading CI projects with supervision, maintenance, and hourly employees to change practices. Has led zero-analysis, Kaizen, VSM, Visual Management and other standard lean improvement projects with demonstrated sustained implementation - emphasis on doer, not reporter advisor, • Has project led “small” capital projects ($50-500K), • Understands cost accounting (from an operational perspective) and knowledge translating operating KPI and performance into financial metrics including labor & material standards, • Degreed IE candidate (would consider ME/CE, but typically work we are asking role is assigned to IE), • Bilingual plus

Are you a seasoned IT sourcing professional with a passion for client engagement and strategic deal-making? Our team in Jersey City is seeking a dynamic Technology Sourcing Expert to join our high-performing team and lead sourcing initiatives across IT, hardware, software, telecom, and emerging technologies. This is a client-facing role where you’ll be at the forefront of delivering value, shaping sourcing strategies, and building trusted relationships with global stakeholders. If you thrive in fast-paced environments, enjoy solving complex challenges, and want to be part of a collaborative, forward-thinking culture, this is the opportunity for you. Role Purpose Deliver high-impact, value-added sourcing services to our clients in a structured, professional, and consistent manner. You’ll be a strategic advisor, a market expert, and a trusted partner, ensuring client satisfaction and long-term success. Key Responsibilities Strategic Partner Engagement • Build and nurture trusted relationships with senior stakeholders., • Act as a strategic advisor, translating business needs into actionable sourcing strategies., • Influence decision-making through commercial insight and deep market expertise. Sourcing Strategy & Execution • Lead complex, multi-region sourcing projects across IT categories including cybersecurity, software, SaaS, hosted platforms, networks, data centers, hardware, and telecom., • Manage RFPs/RFIs, supplier evaluations, and selection processes with precision., • Ensure alignment with client priorities, compliance standards, and risk frameworks. Commercial Strategy & Deal Structuring • Analyze financial models and cost scenarios to inform negotiation strategies., • Structure deals that deliver commercial advantage while ensuring operational fit and scalability., • Drive cost savings and value creation without compromising service quality. Contracting & Compliance • Draft and negotiate contracts including MSAs, SOWs, SLAs, amendments, and task orders., • Ensure supplier performance, issue resolution, and regulatory compliance., • Collaborate with business stakeholders to uphold policies and contractual integrity., • Familiarity with global regulatory requirements and data protection standards related to technology sourcing., • Ability to manage engagement risk and ensure contractual integrity across regions. Market Intelligence & Supplier Management • Stay ahead of technology market trends, innovations, and regulatory shifts., • Manage supplier relationships to foster collaboration, innovation, and continuous improvement., • Benchmark performance and drive supplier accountability. Governance & Quality Standards • Apply the company's and client sourcing methodologies and tools with precision., • Contribute to category strategy development and optimization., • Champion best practices across sourcing and procurement functions. What you Bring Professional Foundation • More than a decade of progressive experience leading complex IT sourcing initiatives across hardware, software, telecom, cybersecurity, SaaS, and managed services categories., • Demonstrated ability to operate as a strategic sourcing leader, balancing commercial rigor with policy alignment and enterprise risk considerations., • Proven track record managing multi‑million‑dollar technology deals with global suppliers, delivering measurable value, continuity, and innovation for clients., • Highly adaptable in dynamic, client‑driven environments, with a consistent focus on quality, speed, and strategic outcomes. Technology Sourcing Expertise • Deep understanding of the IT supplier landscape across the Americas and globally., • Proven success leading sourcing engagements with major technology vendors, managing multi-million-dollar deals with strategic impact., • Experience navigating complex procurement environments and delivering results in fast-paced, client-driven settings. Consultative Mindset • Demonstrates a highly consultative approach, proactively identifying client needs, challenging assumptions, and recommending data-driven sourcing strategies., • Strong ability to translate complex procurement insights into clear guidance that enables confident decision-making., • Acts as a trusted advisor, ensuring clients derive maximum value across commercial, operational, and strategic dimensions. Stakeholder & Supplier Management • Ability to build trusted relationships with senior stakeholders and act as a strategic advisor., • Skilled in contract structuring and driving supplier accountability., • Comfortable leading cross-functional teams and influencing decision-making at all levels., • Experienced in presenting sourcing strategies and recommendations to both internal and external senior stakeholders, ensuring alignment and optimal outcomes from both a policy and commercial perspective. Strategic & Financial Acumen • Strong grasp of total cost of ownership, pricing models, and cost/benefit analysis., • Ability to build financial baselines, assess savings opportunities, and support data‑driven sourcing decisions., • Commercially savvy with a focus on delivering value beyond cost savings. Technical Proficiency • Skilled in sourcing platforms and tools such as SAP Ariba, Apadua, Jaggaer, Archlet, Excel, PowerPoint, and analytics dashboards., • Comfortable working with benchmarks, market intelligence, and digital sourcing methodologies. Execution & Delivery Excellence • Expertise in category strategy development, market analysis, and sourcing execution., • Exceptional communication and negotiation skills, with a focus on clarity, influence, and professionalism., • Ability to manage competing priorities while consistently delivering high‑quality outcomes. Team & Culture Fit • Collaborative, accountable, and client‑focused., • Motivated by impact, growth, and continuous improvement., • Embodies our values of integrity, innovation, and excellence in every engagement. What We Offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for New York City Metro Area is $120,000 to $180,000, plus individuals may be eligible for an annual discretionary bonus. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, qualifications, skills, location and applicable employment laws. In addition, our Total Rewards package includes medical, vision and dental coverage, 401(k), and a wide range of paid time off options.

Job Description: Client Service Associate (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at OnePoint BFG. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service. Key Responsibilities: • Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings., • CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system., • Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed., • Product Support:Assist with Annuity and Insurance paperwork and support marketing initiatives., • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests., • Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL., • Project Assistance: Support the management team with various projects during downtime. Qualifications: • Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus., • Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively., • Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving., • Education: A bachelor's degree in finance, business, or a related field is preferred., • Plus: Familiarity with key industry platforms and tools, including but not limited to:, • Portfolio Management Systems (e.g., Orion, Morningstar)., • Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro)., • Customer Relationship Management (CRM) Software (e.g., Salesforce)., • Understanding of compliance software relevant to the financial industry.

This role will be hybrid, on-site 4x a week Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. Job Overview This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. As part of the WM Platforms PMO team, this individual will work closely with key Business, Risk, Technology and Product management to provide program oversight, management reporting, and provide presentation and meeting support. Assisting the PMO team will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. Key Responsibilities • Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents, • Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings, • Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention, • Performing data reconciliation, specifically for the budget process, • Serving as a liaison and provide additional support for the offshore Platform functions, • Release notes and summaries suitable for various levels of the organization Experience • Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required, • Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry, • Partnering/working with stakeholders across different areas Skills Required • Work independently and with a team, possessing strong sense of accountability and relationship-building, • Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders, • Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences, • Strong attention to detail, • Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

Workday Recruiter | Contract & Permanent | GQR Global Markets 🏢 Company: GQR Global Markets 💼 Division: Workday Practice GQR is a trusted leader in Workday® staffing and a Certified Workday Partner, supporting clients across the full Workday lifecycle—from implementation and optimization to advisory and long-term strategic hiring. We are growing our dedicated Workday Practice and are looking for an experienced Workday Recruiter to support both contract and permanent hiring across HCM, Financials, and the broader Workday ecosystem. This is a true 360 recruitment role where you will own relationships with both clients and candidates, delivering mission-critical Workday talent across enterprise programs, transformation initiatives, and post-production support. What You’ll Do • Recruit Workday functional, technical, and project resources across contract and permanent positions, • Support Workday implementations, upgrades, optimizations, and advisory projects, • Build and manage relationships with enterprise clients, SI partners, and end customers, • Develop a strong network of Workday-certified consultants (HCM, Financials, Payroll, Integrations, Security, Reporting, etc.), • Own the full recruitment lifecycle: sourcing, screening, interviewing, offer management, and onboarding, • Identify new business opportunities and pitch GQR’s Workday staffing and advisory solutions, • Act as a market expert and trusted advisor within the Workday space Why GQR • Certified Workday Partner with Implementor & Pro certifications, • Access to Workday-led training and certification pathways, • Base salary + tiered commission structure (2.5%–37.5%) + quarterly bonuses, • Comprehensive benefits (health, dental, vision, 401k), • Flex PTO, sick days, and volunteer days, • Award-winning Learning & Development program, • Meritocratic career progression and leadership opportunities, • Global client exposure and collaboration, • Incentive trips, performance rewards, and team events About GQR GQR is an award-winning global talent acquisition and talent technology firm specializing in high-growth, high-impact markets. We partner with the world’s most innovative organizations across Healthcare, Life Sciences, Technology, Financial Services, and Legal.

Chief Financial Officer Location: Midtown Manhattan, NY Schedule: Full-Time, In Office Company: Confidential Position Overview A well-established and growing professional services firm is seeking a strategic and hands-on Controller/CFO to join its leadership team. This individual will oversee the firm’s financial operations, provide high-level strategic guidance, and partner closely with executive leadership to help drive continued growth, profitability, and operational excellence. This is a full-time, in-office position based in Midtown Manhattan. Key Responsibilities • Lead all financial operations, including budgeting, forecasting, financial reporting, cash flow management, and planning, • Serve as a strategic advisor to executive leadership on financial performance, growth initiatives, and long-term business objectives, • Oversee preparation and analysis of monthly, quarterly, and annual financial statements, • Develop and enhance financial controls, policies, and reporting processes, • Monitor key performance indicators and deliver actionable insights to improve business performance, • Manage banking relationships, cash management, and overall treasury functions, • Oversee tax planning, compliance, audits, and coordination with outside accountants and advisors, • Evaluate business opportunities, investments, and operational initiatives from a financial and strategic standpoint, • Partner with leadership on organizational planning, resource allocation, and profitability analysis, • Lead and mentor the finance and accounting function, helping build a scalable infrastructure for future growth Qualifications • Proven experience as a CFO, VP of Finance, Controller, or senior financial leader within a professional services, advisory, consulting, or similar environment, • Strong background in financial planning and analysis, accounting, reporting, and operational finance, • Demonstrated ability to operate both strategically and tactically in a fast-paced environment, • Experience partnering with executive leadership and advising on business strategy, • Strong understanding of cash flow, budgeting, forecasting, and internal controls, • Excellent leadership, communication, and decision-making skills, • CPA, MBA, or other relevant advanced credential preferred but not required, • Bachelor’s degree in Accounting, Finance, or related field required Ideal Candidate Profile • Highly analytical and business-minded, • Comfortable working in a hands-on leadership role, • Strong executive presence with the ability to influence and collaborate across the organization, • Skilled at building structure, improving processes, and supporting growth

Assistant Vice President – Equities Compliance Cantor Fitzgerald is seeking an Assistant Vice President, Equities Compliance to provide regulatory guidance and compliance oversight to its Equities businesses. This Line 2 role is ideal for a compliance professional with up to five years of experience who is ready to take on increased responsibility, partner closely with the business, and grow within a globally recognized financial services firm. The role offers meaningful exposure to equities trading activities, regulatory engagement, and firm-wide initiatives, within a collaborative and fast-paced environment. As an AVP in Equities Compliance, you will: • Serve as a compliance advisor to Equities business units, providing guidance on U.S. securities regulations, firm policies, and industry best practices., • Support the implementation and maintenance of compliance frameworks aligned with SEC, FINRA, and other regulatory requirements., • Partner with business, legal, risk, and operations teams to provide compliance input on new products, initiatives, and process changes., • Monitor and assess regulatory developments impacting equities businesses and assist with updating policies and procedures as needed., • Support regulatory examinations, inquiries, and audits, including preparation of responses and coordination with internal stakeholders., • Assist in the enhancement and execution of surveillance, monitoring, and testing programs to identify and mitigate compliance risks., • Participate in risk assessments, issue tracking, and remediation efforts to address control gaps and regulatory findings., • Contribute to the development and delivery of compliance training to promote awareness and a strong compliance culture., • Collaborate across Compliance and the broader firm to ensure alignment with Cantor Fitzgerald’s business objectives. Qualifications • Approximately 3–5 years of experience in compliance, legal, or regulatory roles within the equities or capital markets space., • Solid understanding of U.S. securities laws, FINRA and SEC rules, particularly those related to equities trading and market access., • Experience supporting regulatory interactions, including exams or inquiries, preferred., • Strong analytical and problem-solving skills with the ability to translate regulatory requirements into practical guidance., • Excellent written and verbal communication skills, with the confidence to engage business stakeholders., • Bachelor’s degree required; JD, MBA, or equivalent is a plus., • Series 7 required; Series 24 or ability to obtain within a reasonable timeframe preferred., • Detail-oriented, proactive, and able to manage multiple priorities in a dynamic environment., • Collaborative mindset aligned with Cantor Fitzgerald’s entrepreneurial and performance-driven culture. Why Cantor Fitzgerald? At Cantor Fitzgerald, you’ll gain hands-on exposure to front-line compliance advisory work within a globally active equities platform. This AVP role offers the opportunity to deepen regulatory expertise, build strong business partnerships, and advance your compliance career in a firm that values initiative, accountability, and professional growth.

Management Consultant – Banking / Wealth Management (Consultant level) 📍 New York, NY (Hybrid – occasional travel to Manhattan required) 💼 Permanent 💰 $80,000 - $100,000 base salary Your growth starts here. Make an impact in financial services consulting. We are working with a global management and technology consulting firm with deep expertise in the banking and financial services sector. With a strong international footprint and a collaborative, high-performance culture, we partner with leading banks and financial institutions to deliver meaningful transformation across strategy, operations, and technology. The roles offer the opportunity to work on high-impact client engagements while developing your consulting skillset in a supportive, entrepreneurial environment. The Role Depending on your experience and level, you will: • Deliver high-quality client proposals, presentations, and project deliverables, • Assess client organizations, processes, and systems to identify improvement opportunities and recommend innovative solutions, including designing and implementing Target Operating Models, • Manage project delivery end-to-end, ensuring alignment with objectives, timelines, and quality standards, • Facilitate workshops and effectively gather business and technical requirements, • Build trusted client relationships and act as a day-to-day advisor, • Stay current on banking trends, digital innovation, and emerging technologies Your Background • 2 - 4 years of experience in management consulting within banking / financial services, • Understanding of banking products and operations (retail, wealth management, capital markets or investment banking), • Experience delivering consulting engagements and working directly with clients, • Analytical, structured thinker with strong problem-solving skills, • Exposure to business / process / technology transformation programs, • Excellent communication and stakeholder management skills, • Entrepreneurial mindset with the ability to manage multiple priorities, • Willingness to travel and work regularly from the Manhattan office Why Join • Global consulting firm focused exclusively on financial services, • Strong onboarding and continuous learning through a global academy, • Clear career progression and international mobility opportunities

SVP, Solutions (GTM Leadership) About iQuanti iQuanti is a high-growth, data and AI-driven performance marketing company serving top brands – including fifteen of the top twenty-five US banks and leading Fortune 500 companies across financial services, insurance, and healthcare. Most recently recognized as a leading vendor in Forrester’s SEO Q1 2025 Wave report, we operate at the intersection of analytics, AI, and marketing — and we are now entering our next phase, building a category-defining value creation model powered by iQ.Ai — our proprietary AI orchestration engine — and a suite of differentiated platforms including ALPS, SIERA, LEAP, and our Omnichannel Paid Media Hub. This role will be instrumental in taking that story to market and winning against the best in the industry. The Role This is a frontline GTM leadership role for a builder, a strategist, and entrepreneur-minded visionary with an ambition to shape opportunities in the AI frontier. As SVP, Solutions, you will own how iQuanti shows up in the market — creating a differentiated narrative, defining solution strategy, and directly influencing how we win high-value enterprise deals. You will operate at the center of growth — partnering closely with senior leadership, stepping into critical client conversations, and competing head-to-head with top agencies and consultancies to win. If you thrive on winning marquee deals, shaping market perception, and building something genuinely differentiated, this role is designed for you. Scope of Responsibilities GTM Strategy & Solution Development • Define and own iQuanti’s GTM strategy — building a sharp, differentiated position in a crowded, competitive landscape, • Lead the development and commercialization of iQ.Ai and iQuanti’s proprietary platform suite as a true competitive differentiator, • Partner with executive leadership to shape growth strategy and category positioning Existing Client Strategic Growth Support • Drive expansion within strategic accounts by elevating conversations beyond delivery to business impact, • Act as a senior advisor to clients, strengthening executive relationships and unlocking new opportunities Partnership Acceleration & Ratings • Actively shape iQuanti’s standing with relevant and influential sourcing consultancies and research firms, as well as other influencers who impact enterprise buying decisions, • Build partnerships that extend reach and create competitive separation New Business Strategic Support & RFP Leadership • Lead the strategy behind must-win deals — defining positioning, storytelling, and competitive differentiation, • Design innovative, outcome-oriented commercial approaches that challenge traditional agency models, • Coach teams to win against top-tier competition in complex enterprise sales cycles Marketing Alignment & Thought Leadership • Own the narrative — ensuring iQuanti shows up with clarity, confidence, and differentiation across every channel, • Position iQuanti as a category challenger through bold, insight-led thought leadership Team & Collaborative Leadership • Operate as a central GTM leader across the organization — aligning product, delivery, and growth teams, • Lead through influence — raising the bar for how teams think, position, and sell What We’re Looking For • Proven GTM / Solutions leader from a top agency, consultancy, or marketing transformation firm — with deep experience in financial services, insurance, and healthcare, • Strong track record of winning and shaping large, complex enterprise deals, • Ability to translate proprietary AI and martech capabilities — including SEO/GEO, paid media, CRO, and analytics — into compelling business outcomes, • Executive presence with the ability to influence CMOs and senior decision-makers, • Commercially driven and experienced engaging sourcing consultancies, analyst firms, and C-suite buyers to shape market perception and drive pipeline, • Thrives in environments where you build, not inherit Why This Role • Be the architect of GTM for a company entering its next growth curve, • Compete and win against top-tier agencies and consultancies, • Build a differentiated, AI-led growth story from the front lines, • Operate in a high-ownership environment where performance and impact are visible Compensation: The target base pay for this role is $260k. A higher number will be considered for individuals based on relevant skills and experiences, and depth of domain. Additionally, this position is eligible to participate in the company’s stock option plan, and incentive compensation.

Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Knowledge, Skills & Abilities: • Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement., • Highly Responsible and accountable, self-motivated, • Excellent organizational and time management skills, • Ability to independently prioritize work, • Ability to handle multiple tasks within tight time frames, • Proficiency with Microsoft Office and computer software and systems to perform duties, • Maintain, improve and optimize office processes, • Strong verbal, written and interpersonal communication skills, • Interest in financial markets and investment securities

New York City, NY – Cost Manager (Owner’s Representative) Base Salary: $110,000 - $140,000 We are partnering with a leading Owner’s Representative and construction consultancy firm in New York City seeking a Cost Manager with a strong foundation in estimating and project cost control. This role offers exposure to high-profile developments across commercial, institutional, and mixed-use sectors, supporting projects from initial concept through to completion. Position Overview The Cost Manager will act as a trusted advisor to clients, leading all core cost management and estimating activities across multiple concurrent projects. Responsibilities include preparing independent estimates, overseeing budget development, reviewing and negotiating change orders, and contributing to value engineering and cost optimization strategies. You will play a central role in maintaining financial control, supporting feasibility assessments, developing cost data and benchmarks, and delivering accurate reporting throughout the project lifecycle. Success in this role requires the ability to proactively identify opportunities to enhance value, manage risk, and drive successful commercial outcomes aligned with client expectations. Key Responsibilities • Establish, monitor, and update project budgets and cost plans, • Produce detailed estimates across conceptual, schematic, and construction phases, • Perform quantity take-offs using digital measurement tools, • Review design documentation and coordinate with project stakeholders, • Administer RFIs, change orders, and cost tracking processes, • Evaluate contractor bids and lead bid leveling and analysis, • Support procurement strategies and tender processes, • Provide value engineering insights and cost optimization strategies Ideal Candidate Profile The successful candidate will bring a proactive, commercially focused approach, with the ability to manage multiple priorities while delivering accurate and reliable cost advice. • Degree in Construction Management, Quantity Surveying, or similar field, • Demonstrated experience across cost management, estimating, and budgeting functions, • Experience working on vertical construction projects within commercial, institutional, or mixed-use sectors, • Strong capability in both conceptual estimating and detailed cost analysis, • Exposure to collaborative delivery models and contractor-led procurement approaches, • Skilled in estimating software, on-screen takeoff platforms, and BIM tools, • Strong technical understanding with the ability to read and interpret construction drawings, • Industry certifications or professional memberships are a plus This is an in-office role. Candidates must be based in New York City or able to commute. Compensation & Benefits • Competitive salary (dependent on experience), • Discretionary bonus, • 401(k), • Medical and dental insurance, • Generous PTO

Senior Product Manager Full-time | Hybrid in-office NYC or Philadelphia | iAltA Holdings – Private Markets Ecosystem Who We Are iAltA is a next-generation financial services ecosystem purpose-built to power the future of private markets. Our platform of companies spans data infrastructure, regulated entities, payments capabilities, and investment services—designed to serve General Partners (GPs), Limited Partners (LPs), and the broader capital markets ecosystem. We build and scale foundational systems that enable capital to move more intelligently, transparently, and efficiently across asset classes. iAltA Holdings serves as the strategic and operational backbone of this ecosystem—incubating companies, aligning shared services, deploying capital, and driving innovation across the platform. At iAltA, every leader must have growth-company DNA: operating with speed, clarity, resilience, and accountability in a complex, high-change environment. Things move fast, and we value action, intention, and teamwork above all else. In This Role, You Will · Join a new operating company within the umbrella of iAltA where we are building the connective layer of modern wealth management: a shared data and workflow foundation that serves the advisor while connecting the ecosystem. · Transform high-level product vision into executable roadmaps across three wealth management fintech products, establishing data-driven prioritization frameworks that maximize engineering efficiency to maintain development pace with company strategy & growth goals. · Report and engage regularly with senior leadership · Achieve the following outcomes in the first 12-18 months: Product Delivery & Roadmap · Establish and maintain prioritized product roadmaps for all three products with clear quarterly milestones. · Implement a transparent, ROI-based prioritization framework adopted by all stakeholders (GMs, sales, engineering). · Achieve on-time delivery of committed roadmap items. · Develop and maintain toolkit that supports product development process. Cross-Functional Alignment · Work with GMs and sales teams as the go-to person for translating business needs into technical solutions. · Minimize engineering rework/pivots through effective requirements and technical specifications. · Establish regular feedback loops across all three business lines. · Maintain parallel development processes across all products with appropriate prioritization. Technical Excellence · Create technical specifications that engineering teams can execute without significant clarification. · Develop and implement elite product development process using best practice principles. Business Impact · Build and demonstrate clear ROI metrics for shipped features. · Contribute to YoY growth trajectory through effective feature prioritization. · Identify and prioritize high-impact initiatives. To Be Successful, You Will Have Technical Fluency · Can read code and engage deeply with engineering on architecture decisions. · Understands API design, data modeling, system integration patterns. · Writes detailed technical specs that engineers respect and can execute from. · Quickly learns new technical domains without hand-holding. Prioritization & Judgment · Builds frameworks that balance quantitative data with qualitative insights. · Says “no” effectively with clear reasoning. · Distinguishes between urgent and important. · Makes trade-off decisions that optimize for business outcomes, not politics. Execution Excellence · Ships iteratively and effectively. · Consistently pushes the pace of development. · Breaks down ambiguous problems into concrete deliverables. · Drives projects to completion through obstacles. · Maintains momentum across multiple concurrent workstreams. Stakeholder Management · Synthesizes conflicting feedback from multiple sources into coherent direction. · Builds credibility with non-technical business leaders. · Communicates technical concepts to non-technical audiences. · Pushes back respectfully when needed. Bonus if you also have: Elite Product Process Knowledge · Brings proven frameworks from top-tier companies. · Experience with modern product ops tools and methodologies. · Track record of developing and implementing process improvements. Startup Adaptability · Comfortable with ambiguity and rapid change. · Does the work themselves rather than expecting a large support team. · Thrives in resource-constrained environments. · Go-to-market intuition for early/growth-stage products. · Sees opportunity in chaos and finds it to be fulfilling & regenerative, not draining. Data-Driven Decision Making · Establishes metrics before building features. · Uses data to validate (or invalidate) assumptions. · Comfortable with basic analytics tools. Financial/Domain Learning Curve · Can learn the wealthtech domain quickly (not required on day one). · Interest in financial services and investment management. What We’re Looking For · Experience at a company known for product excellence (e.g., FAANG, unicorn startup, or elite Series B+). · Experience managing technical products with engineering teams of 10+ people. · Track record of shipping features across multiple products or platforms simultaneously. Bonus if you also have: · B2B SaaS or platform experience. · Previous work at a company with great product operations/discipline. · Experience in a high-growth, early-stage company. · Deep technical background and familiarity. · Familiarity with financial services, fintech, or regulated industries. You Will Embody iAltA’s Core Values · Intentional, but Opportunistic – We Say Yes! · Adaptability · Loyalty · Team First, Ego Last · Always Learning Compensation & Benefits · Competitive salary range: $140,000 - $180,000+ based on experience · Equity participation · Flexible time off policies · Comprehensive health, dental, and vision coverage for employees and dependents · Opportunity to shape the infrastructure of the next-generation private markets ecosystem Additional Information This job description is not exhaustive; other duties may be assigned as needed. A background check may be conducted following a conditional offer of employment. iAltA is an equal opportunity employer. We are committed to creating a high-performing healthy culture and environment for all employees.

My client is seeking a highly detail-oriented and discreet Controller to oversee the financial operations of a single family office. This is the first in-house accounting hire to build out the processes. This role will manage accounting, reporting, cash flow, and controls across a complex structure of investment entities, trusts, and personal assets. The Controller will partner closely with principals and advisors to ensure accurate reporting, liquidity management, and long-term financial organization. Key Responsibilities Financial Reporting & Close • Oversee monthly, quarterly, and annual close processes across multiple entities (LLCs, partnerships, trusts), • Prepare consolidated financial statements, including net worth reporting and investment performance summaries, • Maintain general ledger integrity and ensure accurate classification of complex transactions, • Track and reconcile a diverse investment portfolio (private equity, hedge funds, real estate, direct investments), • Record capital calls, distributions, valuations, and performance metrics, • Coordinate with custodians, fund administrators, and investment managers, • Monitor and manage cash positions across multiple accounts and entities, • Oversee bill pay, wires, and capital funding needs, • Develop short- and long-term cash flow forecasts, • Maintain organizational structure across trusts, partnerships, and operating entities, • Track intercompany transactions and allocations, • Partner with external tax advisors to support tax planning and compliance, • Provide organized financial data for federal, state, and local tax filings, • Establish and maintain strong internal controls and approval processes, • Implement scalable systems and reporting tools, • Serve as primary liaison to external service providers (tax, legal, audit, banking, investment advisors), • Bachelor’s degree in Accounting or Finance (CPA strongly preferred), • 7–12+ years of experience in accounting/finance, with family office, private wealth, or fund accounting exposure, • Strong knowledge of partnership accounting, investments, and multi-entity structures, • Experience with investment reporting and portfolio tracking, • Experience supporting ultra-high-net-worth individuals or families, • Familiarity with trusts, estate structures, and tax-efficient investment vehicles, • Exceptional attention to detail and organization, • Strong ownership mentality and accountability, • Ability to operate in a low-structure, highly customized environment, • Clear communication skills with non-financial stakeholders, • High integrity and discretion

About G&T: Gardiner & Theobald is an independent global consultancy offering a range of services to the construction and property industry, including project, cost, and construction management. We work with clients worldwide, finding solutions that exceed expectations and add value to projects. Our beginnings can be traced back to London in 1835, when the practice was founded. With 180 years of history and heritage, we are proud to remain an independent consultancy. Gardiner and Theobald LLC. headquartered in New York City, operates across the U.S with offices in Los Angeles, San Francisco, San Diego, Austin, Dallas, Tampa, Miami, Massachusetts, and Chicago. With a commitment to independence, we have retained our consultancy status while delivering innovative solutions that add substantial value to high-profile projects. In North America, Gardiner & Theobald Inc. has a proven track record spanning over 25 years and has overseen projects exceeding a combined value of $35 Billion. About the Role: Gardiner & Theobald is seeking a highly motivated and experienced Cost Management professional to join our growing team. This role may be filled at the Associate Director, Senior Associate Director, or Director level, depending on experience and qualifications. The successful candidate will play a key leadership role in managing cost management services across a diverse portfolio of projects, including office interiors, hospitality, and residential developments. This position combines hands-on project delivery with team leadership, client relationship management, and business development responsibilities. About The Candidate: The ideal candidate is a driven, strategic, and collaborative professional with a strong background in cost management and project delivery within the built environment. They bring a proven ability to manage complex projects, build trusted client relationships, and lead teams with confidence and integrity. They are comfortable balancing big-picture strategy with hands-on execution and thrive in a fast-paced, client-focused environment. This individual demonstrates sound judgment, strong communication skills, and the ability to adapt to evolving projects and business needs. At every level, the successful candidate: • Takes ownership of their work and delivers consistently high-quality results, • Builds strong, long-term relationships with clients and colleagues, • Communicates clearly and effectively with both technical and non-technical stakeholders, • Demonstrates strong problem-solving skills and commercial awareness, • Contributes positively to team culture and collaboration, • Shows a commitment to professional growth and continuous improvement At the Senior Cost Manager level, the candidate independently manages projects across multiple stages, delivering high-quality cost documentation, including estimates, cost plans, and reports, with minimal oversight. They demonstrate strong knowledge of market rates and cost economics, build and maintain client relationships through consistent delivery and communication, and mentor junior staff while supporting team development. At the Associate Director level, the candidate is developing leadership capabilities, managing projects independently, and supporting team and business development efforts. At the Senior Associate Director level, the candidate demonstrates advanced leadership, oversees complex projects and teams, and plays an active role in growing client relationships and business opportunities. At the Director level, the candidate is a strategic leader and trusted advisor who drives business growth, mentors senior staff, shapes operational excellence, and contributes to the long-term vision and success of the firm. Key Responsibilities: Project & Cost Management • Lead the execution of multiple projects of varying size and complexity, • Own project budgets, cost plans, forecasting, and reporting, • Oversee day-to-day project delivery and ensure high-quality outputs, • Manage multiple projects simultaneously with autonomy and accountability, • Prepare and present reports, cost plans, and recommendations to clients, • Lead, mentor, and develop junior and mid-level team members, • Delegate effectively while maintaining oversight of project outcomes, • Participate in recruitment, onboarding, and staff development, • Build and maintain strong client relationships, • Act as a trusted advisor to clients and project stakeholders, • Lead client meetings and presentations, • Support or lead business development efforts, including proposals and interviews, • Manage commercial aspects of projects, including fee tracking, forecasting, and additional services, • Support or lead business planning, process improvements, and internal initiatives, • Contribute to leadership development and firm-wide best practices, • Representing G&T professionally in the market and industry Knowledge, Skills, and Experience: • Bachelor’s degree in construction, engineering, finance, or a related field, • 8–10+ years of relevant industry experience (level dependent), • 2–5+ years of team leadership experience (level dependent), • Experience managing multiple projects simultaneously, • Strong commercial awareness and financial management skills, • Proficiency in Microsoft Office; Microsoft Project experience preferred, • RICS certification preferred for senior-level candidates, • Excellent written, verbal, and presentation skills Physical Requirements: • Attend weekly project meetings on active construction sites Core Competencies: • Customer Focus- Building strong customer relationships and delivering customer-centric solutions, • Manages Complexity- Making sense of complex, high quantity, and sometimes contradictory information, • Cultivates Innovation- Creating new and better ways for the organization to be successful, • Develops Talent- Developing people to meet both their career goals and the organization's goals, • Organizational Savvy- Manoeuvring comfortably through complex policy, process, and people-related organizational dynamics

Position Overview: As part of the Delivery Practice, the Engagement Manager/Program Manager is a hybrid style role that is accountable for the overall success of large scale projects/programs as well as oversight to a portfolio of projects. The role has also been referred to as a “seller-doer”, “techno-functional”, “applied technologist” or “traditional senior manager role in a large consulting firm”. This role is expected to manage successful solution delivery for a portfolio of projects & clients, sell/influence client attainment and grow the client base, recruit, mentor and develop staff as well as help promote and grow the practice with marketing activities and/or support for internal initiatives. Ideal candidates will have a deep Salesforce consulting and technology background with a proven record of establishing C-Level relationships that evolve into being a trusted advisor of the most senior, and influential, executives. This takes experience operating in often complex and matrixed organizations with different business goals and priorities. Primary Responsibilities: Portfolio Oversight and Account Management • Oversee portfolio, ensure client success & referenceability, • Partner with Client to grow client value in the current and future client engagements, • Ensure/establish visibility into Client’s strategic objectives and aligned roadmap, • Ensure healthy cross-functional team culture, • Ensure alignment with Salesforce and other Silverline partners, • Responsible for overall project/program success including delivery and methodology accountability, • Responsible for successful kickoff, discovery, build, testing & go live oversight, • Engagement quality accountability, • Margin & utilization accountability, • Escalation support for project manager and clients, • Partner with prospect on business objectives and align engagement approach, • Oversee estimation & drive engagement staffing, • Partner with Industry Leadership to curate “standard” engagement approaches for use in Client Acquisition efforts, • Continuously assess and improve Silverline Methodology & processes, • Represent Silverline brand within professional networks, • Leverage deep knowledge and experience with Salesforce Consulting and industry knowledge to evolve Silverline’s POV around the challenges, trends, and business goals for these organizations, • Ensure a constant and dedicated focus on ensuring Silverline’s clients have the best possible experience through sales and delivery excellence, • Foster a learning culture resulting in consultant growth and client value realization acceleration, • Coach and mentor staff, • Recruit & Interview as required to build a world class consulting organization. Required Experience & Qualifications: • 10+ years management/technology consulting or similar experience, • 6+ years Salesforce Consulting experience, • Experience within multiple industries including (but not limited to) Telecom, Financial Services, Media & Entertainment, Healthcare & Life Science, Insurance…, • Direct experience with Sales/CRM, Salesforce.com (CPQ highly desired), Vlocity, Sale & Service Cloud implementation experience, • Experience working in an Agile/Scrum environment, • Hands on Project/Program Management experience for large scale implementation, • Program Management experience overseeing a portfolio of clients and/or projects, • Experience managing a team of up to 20 reports, • Experience working with and advising senior client leaders - required, • Experience in the sales cycle helping clients with vision, working with internal partners to shape proposals, and hands on contract writing, • Strong communication, writing, and presentation skills, • Experience working independently and with virtual teams inclusive of on, near and offshore., • Proven track record of developing and maintaining profitable and referenceable customer relationships, • Experience in proactively identifying, assessing, and mitigating risk during client engagements, • Experience evaluating sales proposals and statements of work against proposed scope, • Bachelor’s Degree; MBA a strong plus, • Location: Must be willing & able to work on-site/in-office based in Atlanta, Georgia (Hybrid) The following certifications are a plus but not required: • Salesforce Certs - Any & All, • Salesforce Administrator Certification, • Salesforce Consulting, • Salesforce Service Cloud Consultant Certification, • Salesforce Experience Cloud, • PMP Certification EEO & Pay transparency Statement: Mphasis Silverline provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Compensation for this role is expected to range from $140,000 - $190,000 USD in base salary plus performance-based bonus. Actual compensation offered will be determined by, and commensurate with, candidate experience as evaluated during the interview process.

An independent firm in Iselin, NJ is seeking an organized, service minded, self starting professional to add to their team as a full time Operations Assistant. This new team member will be working with the advisor team and paraplanners, assisting with the following: • Collaborating closely with the portfolio management team, • Handling daily trading alerts, • Preparing planning recommendations and product solutions, • Performing meticulous data entry across various financial software., • Client onboarding, • Schedule coordination, • Document processing, • Account maintenance

Position: Senior Manager, Data Management (Financial Services) (Client-facing/Sales) Location: New York, NY (Hybrid) Type: Full-Time Pay: $140,000 - $160,000 per year The ideal candidate brings strong management consulting experience and deep financial services data management expertise, with the ability to lead complex data initiatives that support regulatory compliance, analytics, and digital transformation. This role combines hands-on client delivery with practice growth, including shaping offerings, supporting revenue generation, and deepening senior client relationships. We are looking for someone who wants to build, not just deliver—a data leader who thrives at the intersection of architecture, governance, and business strategy, and is motivated to help scale a practice while driving meaningful impact in the NYC market. Key Responsibilities • Apply deep domain expertise and management consulting discipline to shape, lead, and deliver complex client engagements focused on business architecture, data architecture, metadata management, data governance, and data operating model design, primarily within financial services and other data-intensive industries., • Partner with clients to design and operationalize enterprise data architectures, including conceptual, logical, and physical data models aligned to business capabilities and strategic objectives., • Lead metadata management and data catalog initiatives, including business glossary development, lineage, ownership models, stewardship workflows, and tool enablement (e.g., Collibra or similar platforms)., • Serve as a trusted advisor to senior client stakeholders by translating technical data concepts into clear business value, risk reduction, and operational efficiency outcomes., • Actively support practice growth by contributing to go-to-market strategy, solution development, thought leadership, and proposal efforts aligned to Data Management offerings., • Continuously deepen technical and industry expertise while remaining fungible and able to support adjacent practices when client needs require., • Achieve target project utilization of 80% by actively originating and supporting opportunities aligned to personal expertise., • Own an individual annual sales production target, contributing directly to practice and firm revenue goals., • Collaborate closely with Risk & Regulatory and AI & Analytics practices to deliver integrated, end-to-end solutions that connect architecture, governance, analytics, and regulatory outcomes., • Identify gaps in tools, methodologies, or regulatory capabilities and propose practical enhancements to strengthen client impact and practice depth., • Lead client delivery within our Service Delivery Framework, ensuring high-quality outcomes, strong delivery governance, and excellent client satisfaction., • Effectively manage, mentor, and develop Managers, Senior Consultants, and Consultants through clear expectations, coaching, performance feedback, and career development., • Drive utilization and team effectiveness through proactive staffing, demand planning, and alignment of work to team capabilities., • Ensure operational rigor across forecasting, time tracking, risk management, and engagement governance., • Represent our values in in-person client meetings, industry events, and NYC-based relationship-building activities, helping to strengthen our local market presence. Experience and Qualifications • Bachelor’s degree required; MBA or advanced degree in Finance, Accounting, or a related discipline strongly preferred., • 8+ years of experience in risk and regulatory compliance, with demonstrated success in leadership roles., • Advanced proficiency in PowerPoint, Excel, and the entire Microsoft Office Suite., • Extensive experience managing large-scale consulting engagements and delivering measurable results., • Strong written and verbal communication and presentation skills, including interpreting complex regulatory content for business audiences., • Deep hands-on experience with:, • Business architecture design, • Enterprise data architecture and data modeling, • Metadata management, business glossaries, and lineage, • Data Lakes, Data Warehouses, and Data Lakehouses, • Platforms such as Snowflake and Databricks, • Data integration tools such as Kafka and Talend, • Data modeling tools such as Erwin, ER Studio, • Cloud Data Management fundamentals (ideally CDMC certified), • Strong understanding of how data architecture and metadata enable regulatory compliance, analytics, operational efficiency, and digital transformation., • Proven ability to lead large, multi-workstream consulting engagements and deliver measurable business outcomes.

Ready to Drive Financial Success and Build Lasting Partnerships? Join Us as a Portfolio Manager/Collection Specialist! Your Opportunity: Step into a dynamic role where you'll be the linchpin in managing a crucial portfolio of vendor and customer accounts. As a Portfolio Manager, you won't just track numbers; you'll actively shape financial outcomes by ensuring the accurate and timely billing and collection of all invoiced rents, taxes, and fees. This is your chance to excel in monitoring account health, creatively resolving complex issues, and expertly navigating the intricacies of end-of-term contract management. Be the Strategic Back Office Liaison: You'll be the primary point of contact, a trusted advisor for our valued customers and vendors. You'll foster seamless collaboration with internal powerhouses like Transaction Support, Credit, Middle Office, Sales, and Finance, directly impacting account performance and strengthening client loyalty. Imagine leading impactful review calls, crafting insightful reports, and presenting compelling collection strategies and solutions directly to leadership. Thrive in a Collaborative and Impactful Environment: This role is perfect for a proactive, solutions-oriented individual who thrives on building strong partnerships. If you possess exceptional communication, meticulous documentation, and sharp organizational skills, you'll find success in managing diverse accounts, delighting customers with your responsiveness, and maintaining pristine records. Your customer-first approach and knack for innovative problem-solving will be key to your success and our collective growth. What You'll Achieve: Elevate Portfolio Performance & Financial Health • Spearhead the management and monitoring of an assigned portfolio, driving key metrics in delinquency reduction, cost of risk, and late fee collection., • Champion accurate and timely invoicing and payments by deeply understanding customer processes, fostering strong partnerships with Transaction Support, adhering to best practices, and strategically leveraging internal resources., • Conduct proactive, regular reviews of active and matured accounts to guarantee billing and collection integrity., • Design, document, and implement bespoke billing and collection solutions that optimize client outcomes. Cultivate Strategic Relationships & Drive Growth • Forge and nurture robust, long-term working relationships with key customer and vendor stakeholders., • Act as a vital collaborator with internal teams (Transaction Support, Credit, Middle Office, Sales, Finance) to ensure synergistic support for our clients., • Ensure a seamless and positive onboarding experience for all new customer relationships., • Proactively identify and eliminate aged balances, maintaining consistent follow-up and driving resolution., • Strategically manage maturing contracts, anticipating needs and facilitating smooth transitions, lease endings, and asset dispositions., • Serve as a trusted problem-solver for all customer inquiries and issues, delivering clear communication, unwavering follow-through, and efficient resolutions., • Partner closely with Transaction Support to streamline cash application, reconciliations, invoicing, and rebookings., • Maintain impeccable and comprehensive documentation of all collection and portfolio management activities. Enhance Vendor & Customer Partnerships • Lead the charge in managing and expanding operational relationships with key vendors and customers by orchestrating and facilitating impactful review calls on portfolio performance, delinquencies, and strategic accounts, building collaborative partnerships, and ensuring crystal-clear alignment on servicing expectations. Drive Insightful Reporting & Analytics • Author compelling monthly/quarterly collection activity reports, providing actionable insights for assigned portfolios., • Contribute significantly to high-level portfolio review meetings (e.g., Mid-Month Delinquency, Watch List, Doubtful accounts), presenting findings and strategic recommendations., • Articulate the drivers behind late payments and present clear, actionable plans with realistic timelines for resolution to Back Office and Risk Management leadership., • Champion continuous improvement by identifying opportunities and contributing to advancements in reporting and portfolio analytics. Embody Our Core Values • Live our company principles by demonstrating a powerful customer-centric focus, taking full ownership of vendor/customer relationships, embracing creative problem-solving, and fostering transparent, collaborative communication., • Commit to ongoing professional development by completing all required regulatory training and learning modules. What You Bring to the Table (Qualifications): • A Bachelor's Degree is preferred, demonstrating a solid foundation for strategic thinking., • You have a minimum of two years of hands-on experience in one or more of these critical areas: Collections, Portfolio Management, Accounts Receivable, Invoicing, Lease/Loan Servicing, or Recovery Strategies across diverse portfolios., • You possess a deep understanding of collections, invoicing, cash application, account reconciliation, and AP processes., • You have a proven ability to analyze complex portfolio performance and delinquency metrics, translating data into clear, actionable insights and strategic plans., • Exceptional communication and relationship management skills are a hallmark of your work, allowing you to connect effectively with both internal teams and external clients., • You demonstrate a high level of attention to detail, maintain robust documentation practices, and excel at managing multiple priorities with precision., • Your approach is fundamentally customer-focused, you are a natural problem-solver, and you thrive in a collaborative, ownership-oriented work environment. The salary range for this position will be between $90,000 - $105,000. BPCE Equipment Solutions is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors, including, but not limited to, relevant experience, education, and skill set, as well as other business and organizational needs. Base salary is only one component of our total rewards package, and BPCE Equipment Solutions also offers a generous benefits package.

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT. Title: Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI) Location: New York / New Jersey Type: FTE About the Role We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team. Key Responsibilities • Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making., • Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes., • Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas., • Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings., • Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services., • Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives. Key Qualifications • 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts., • Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations., • Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives., • Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments., • Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities. This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice. If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive. “Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

Summary of Job Provide a bridge between analytics and strategic client engagement and EmblemHealth’s largest and most complex account: the City of New York. Provide insight and guidance in the decision-making process. Grounded in data and insight generation, serve as a client-facing, strategic planning partner that supports the SVP and AVPs in shaping the City of New York product portfolio. Prepare and present performance narratives for monthly City meetings, partner with Finance, Network, Medical Management, and Product teams, and ensure insights drive both operational excellence and strategic growth. Responsibilities • Research and utilize appropriate metrics and analytics to track performance and identify/predict potential issues that could impede EmblemHealth’s ability to deliver outstanding results., • Develop and maintain dashboards, scorecards, and reporting packages for internal and external stakeholders., • Partner with Finance and Analytics to track financial performance, utilization trends, and cost drivers., • Collaborate with Network, Medical Management, and Product teams to synthesize clinical, operational, and strategic insights., • Serve as an analytical advisor to AVPs, ensuring alignment between data insights and business objectives across product strategy, client engagement, and partnership governance., • Translate complex data into clear recommendations for AVPs, supporting portfolio planning, performance improvement, and monthly City of New York meetings., • Prepare and deliver data narratives and performance summaries for monthly City of NY meetings, demonstrating executive presence and client-facing communication skills., • Ensure that presentations are clear, concise, and complete – and provide actionable information to all stakeholders., • Identify trends, risks, and opportunities across the account and recommend strategic actions., • Provide ad hoc analysis to support strategic initiatives. Qualifications • Bachelor’s degree in business, analytics, data science, or related field; Master’s preferred, • 10 – 12+ years of experience in healthcare analytics, reporting, or strategy (Required), • Knowledge of healthcare environment, products, and processes (Required), • Strong proficiency in Excel, Power BI/Tableau, and SQL or similar tools (Required), • Experience in client-facing roles with demonstrated executive presence (Required), • Ability to communicate data-driven insights to senior stakeholders and external partners (Required), • Background in payer analytics or public sector healthcare (Preferred), • Strategic planning experience and ability to partner with product teams (Required), • Enthusiasm for engaging with AI solutions (e.g., Co-Pilot) to enhance and expedite all deliverables (Required)

Financial Advisor Assistant / Client Service Associate Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team. This role is ideal for someone who enjoys working behind the scenes—combining operational support with analytical and strategic contributions—while participating in the growth of the business they help support. What You’ll Do • Assist financial advisors with administrative and operational responsibilities, • Prepare, process, and track client paperwork and account applications, • Support client onboarding and ongoing service requests, • Coordinate meetings, follow-ups, and client communications, • Assist with case design and development of client financial strategies, • Help build and prepare comprehensive financial plans, • Conduct data analysis to support recommendations and client reviews, • Support advisors in business planning and practice strategy initiatives, • Performance-based compensation tied to the business and accounts you support, • Typical earning potential ranges from $40,000 to $120,000+ in commission annually, depending on contribution and team production, • No requirement to prospect or build your own client base, • Hands-on training and mentorship within the financial services industry, • Exposure to financial planning, investment strategies, and practice management, • Opportunity to grow into operations, planning, or advisory roles (if desired), • Collaborative, team-oriented work environment, • Strong attention to detail and organizational skills, • Analytical mindset with interest in financial planning and strategy, • Ability to manage multiple tasks and meet deadlines, • Strong communication and problem-solving skills, • Interest in financial services and long-term career growth, • Comfortable in a performance-based compensation structure At Lee, Nolan & Koroghlian, LLC, you’ll play a critical role in both the operational and strategic side of the business. This is a unique opportunity to gain hands-on experience in case design, financial planning, and practice development—while growing your earnings alongside a successful advisory team, without the pressure of direct sales.

Job Description As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for one of Jefferies' core business lines—Equities or Fixed Income. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication. You'll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision-making. Beyond day-to-day financial management, you'll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology-enabled transformation. Core Responsibilities • Own the financial planning cycle for your assigned business line (Equities, Fixed Income), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation, • Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis, • Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights, • Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions, • As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering the project roadmap, • Communicate clearly and confidently with senior stakeholders, • Build influential cross-functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution Qualifications • +7 years of progressive FP&A experience, preferably within financial services, • Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently, • Strong financial modeling, consolidation, and variance analysis capabilities, • Understanding of Capital Markets business models, revenue drivers, and expense structures, • Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences. Education Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field Advanced degree (MBA, CFA) a plus but not required Primary Location: New York Full Time Salary Range of $150,000-$165,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Position Summary The Campaign Insights team partners with both internal and external stakeholders and data providers, leveraging analytics and measurement to enable optimization of media spending. The VP, Director is responsible for orchestrating efficient delivery of high-quality analytic services to a large book of business, contributing to new business development, and facilitating the professional growth and development of his/her team. Position will exhibit a deeper understanding of digital and media ecosystems including integration of on-line/off-line attribution, integration of upper and lower funnel measurement, interaction of web design with media performance, success of key media tactics including targeting via SCOUT or DMPs/CDPs, dynamic creative optimization, and TV advance audiences and earned media. Responsibilities • Assess client’s needs and develop analytic roadmaps that go beyond measurement plans and learning agendas to include activities such as high value audience identification and targeting, multivariate testing, forecasting and optimization, • Knowledge leadership – begin to serve as “go to” expert for one service area or offering (e.g. brand tracking/campaign effectiveness studies, MTA, web analytics, multivariate testing, dynamic creative optimization, forecasting, DMPs/CDPs), • Serve as project lead on more complex analyses – develop project plans, manage the team’s work efforts, oversee creation of on-time and on-budget deliverables, and present findings, • Assume ultimate responsibility for the quality of team’s analytic deliverables, including pertinent insights and actionable recommendations, • Monitor client level resource allocations relative to contracted scope and reset expectations with media teams and clients as needed, • Develop content for client contracts detailing analytic workstreams and required resources, • Develop and maintain strategic and senior level relationships with clients, as well as external partners utilized in meeting client needs; deepen reputation as a trusted partner, • Identify and capitalize on opportunities to cross-sell and up-sell existing clients to drive organic growth, • Actively collaborate with team to assess prospective clients’ need and help craft pitch materials., • Begin to contribute to the development of new analytic service offerings, • Responsible for at least 2 direct and indirect reports – providing coaching, mentoring and professional development and ensuring adequate client utilization levels Required Skills & Experience • Experience with MS Office; including PowerPoint, Word and Excel, • Experience with ad-serving platforms such as Google Campaign Manager; web analytics tools such as Google Analytics and Adobe Analytics; tag management tools such as DTM/Launch, GTM and Tealium, • Experience with audience tools such as Comscore, MRI, Exact Target; creative/brand evaluation and tracking tools like Kantar Millward Brown, Nielsen Brand Effects; search tools like Adwords, Kenshoo; social tools like Crimson Hexagon, Netbase, • Experience influencing a marketing strategy through the application and/or management of data driven, analytic solutions, • Ability to deliver compelling presentations and storytelling and command an audience / Seen as a partner and advisor by clients, • Demonstrated ability to run a team - solid planning, priority setting, time and project management skills; displays/instills a strong sense of commitment to high quality work, • Exhibits mature leadership - identifies team development opportunities and motivates individuals to a higher level of performance; displays empathy in difficult team situations and manages conflicts, • Team player - highly motivated and collaborative / leads by example, • Skilled at developing relationships across cross-functional teams / Sought out for advice/expertise by internal clients Desired Skills & Experience • Preferably 8 years of experience in a professional services or corporate environment, preferably an agency; significant media analytics experience and deep knowledge of the media ecosystem, • Familiarity with MTA providers like Neustar, VisualIQ, C3, • Familiarity with media mix modeling and other forms of regression-based ROI; A/B and multivariate test design, • Aptitude for identifying new tools/partners that address emerging or challenging client needs desired, • Capable of providing thought leadership and IP and developing innovative analytic offerings desired Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee’s/applicant’s skill set, level of experience, and qualifications. Employment Transparency It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email . For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email . About IPG Mediabrands IPG Mediabrands is the media and marketing solutions division of Interpublic Group (NYSE: IPG). IPG Mediabrands manages over $47 billion in marketing investment globally on behalf of its clients across its full-service agency networks UM, Initiative and Mediahub and through its award-winning specialty business units Healix, Kinesso, MAGNA, Mediabrands Content Studio, Orion Holdings, Rapport, and the IPG Media Lab. IPG Mediabrands clients include many of the world’s most recognizable and iconic brands from a broad portfolio of industry sectors including automotive, personal finance, consumer product goods (CPG), pharma, health and wellness, entertainment, financial services, energy, toys and gaming, direct to consumer and e-commerce, retail, hospitality, food and beverage, fashion and beauty. The company employs more than 18,000 diverse marketing communication professionals in more than 130 countries. Learn more at ___. Salary Range $180,000—$200,000 USD

Role Purpose: Are you a visionary sourcing leader with a passion for transforming how organizations attract, support, and develop their people? At Chain IQ, we’re looking for a bold, strategic HR Subject Matter Expert to join our US Professional Services Sourcing team, and help redefine the way HR services are delivered across the globe. In this high-impact role, you won’t just manage sourcing initiatives, you’ll architect them. From talent acquisition and benefits to learning & development, payroll, and HRIS platforms, you’ll lead the full HR lifecycle with precision and purpose. You’ll collaborate with internal stakeholders and external clients to craft sourcing strategies that unlock value, spark innovation, and elevate operational performance. This is your chance to be at the forefront of HR transformation, where your expertise drives real business outcomes, your voice influences enterprise decisions, and your work shapes the employee experience for thousands. If you're ready to lead with impact, innovate with purpose, and grow with a global leader: Welcome to Chain IQ. Key Responsibilities: Strategic Partner Engagement • Build trusted relationships with stakeholders, • Act as a strategic advisor, translating business needs into sourcing strategies, • Lead complex, multi-region sourcing projects across HR subcategories, • Manage RFPs/RFIs, supplier evaluations, and selection processes, • Analyze financial models and cost scenarios to inform negotiations, • Structure deals that balance commercial advantage with operational fit, • Draft and negotiate contracts including MSAs, amendments, and task orders, • Ensure supplier performance, issue resolution, and regulatory compliance, • Stay ahead of HR market trends, innovations, and regulatory shifts, • Manage supplier relationships to foster collaboration and continuous improvement, • Apply Chain IQ’s sourcing methodologies and tools with precision, • Contribute to category strategy development and process optimization, • Champion best practices across sourcing and procurement functions What you bring: Education • HR services subject matter expertise, • Proven success sourcing recruitment, benefits, L&D, payroll, and HRIS platforms, • Ability to influence senior stakeholders and lead cross-functional collaboration, • Strong grasp of total cost of ownership, pricing models, and cost/benefit analysis, • Knowledge of data protection regulations related to employee information, • Expertise in category strategy, market analysis, and sourcing execution, • Exceptional communication and negotiation skills, • Collaborative, professional, and accountable, • Motivated by impact, growth, and continuous improvement What We Offer: We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for New York City Metro Area is $120,000 to $170,000, plus individuals may be eligible for an annual discretionary bonus. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, qualifications, skills, location and applicable employment laws. In addition, our Total Rewards package includes medical, vision and dental coverage, 401(k), and a wide range of paid time off options. Join a truly global team. We offer a dynamic and international environment where high performance meets real purpose. We're proud to be Great Place to Work-certified and even prouder of the people who make that possible. Let’s shape the future of procurement - together.

Korn Ferry is currently retained by a global provider of comprehensive supply chain solutions, helping clients streamline operations through strategic planning, procurement, and logistics support. Our clients’ multidisciplinary teams—are comprised of equipment planners, engineers, builders, and project managers—having collaborated closely with their clients and their consultants to deliver tailored, efficient, and transparent supply chain services for the construction industries. Our client is seeking both National and Regional Account Executives to drive growth through their supply chain and procurement solutions. This role is responsible for developing and executing strategic sales initiatives across targeted markets and key accounts. Working in partnership with national sales, operations, and marketing teams, you will help shape the business center’s success by expanding market presence and delivering measurable results. Key Responsibilities • Lead and own sales growth within your region, meeting or exceeding revenue and profitability targets., • Identify, pursue, and close new business opportunities, converting pipeline prospects into long-term clients., • Develop and execute strategic sales plans targeting key industries such as industrial, data centers, healthcare, education, aviation, and others., • Build and nurture executive-level relationships, turning strategic connections into tangible business partnerships., • Collaborate with national and local sales teams to ensure a unified approach to client engagement across enterprise accounts., • Act as a trusted advisor for clients throughout the project lifecycle to ensure satisfaction, repeat business, and long-term loyalty., • Align local business strategies with national sales goals to deliver consistency and sustainable growth., • Partner with supply chain, procurement, and marketing teams to enhance vendor relationships, create targeted campaigns, and generate new leads., • Analyze current sales performance to recommend operational and financial improvements., • Participate in continuous improvement initiatives to standardize and optimize sales processes., • Support recruitment, onboarding, and development of new team members, fostering a high-performance culture., • Represent the organization as an industry leader at client meetings, conferences, and professional events. Salary Range: The base range is $200-300k plus a first-year bonus. Full benefits, 401k, medical, dental, vision, life insurance, and disability. Qualifications • Bachelor’s degree in business, supply chain, engineering, or related field., • 8+ years of progressive experience in business development, sales, or supply chain management—preferably within construction, engineering, or manufacturing sectors., • Strong understanding of domestic and international supply chain operations., • Knowledge of mechanical and electrical equipment is preferred., • Proven success developing strategic partnerships and exceeding sales targets., • Excellent presentation, negotiation, and relationship management skills at senior executive levels., • Demonstrated ability to think strategically while executing tactically in fast-paced, complex environments., • Strong leadership skills with experience managing and mentoring teams across locations., • Proficiency in CRM and Microsoft Office applications., • Willingness to travel as required. SE#510760387

Job Purpose The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized. Duties & Responsibilities • Manage Advisor’s e-mail correspondence and professional calendar, • Supervise Advisor’s social media accounts and marketing campaigns, • Handle incoming calls in a friendly and professional manner, • Schedule and confirm appointments in a timely manner, • Assist with file prep, paper filing and larger mailings, • Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate, • Accurately complete, submit, and follow up on status of all new business applications, • Act as direct liaison between Financial Advisor and clients, • Excellent verbal and written communication skills, • Exceptionally professional and organized, • Extremely detail-oriented, • Comfortable in a fast-paced environment, • Ability to collaborate with others, build and maintain relationships, • Ability to use discretion and maintain client confidentiality, • Client-first attitude, • Proficiency in Microsoft Office, • Experience in Salesforce is a plus, • Life, Accident, and Health License and/or FINRA registrations are a plus, • Some college or professional experience

ABOUT US At STAFFED INC., we're not just a staffing agency; we're architects of meaningful, lasting connections. Headquartered in the pulsating heart of New York City, our work stretches across the nation, pairing the world's leading brands with incredibly diverse talent. We specialize in temp staffing and temp-to-perm/perm recruiting within the experiential marketing, events, hotels, hospitality, catering, venues, fashion, retail, and luxury sectors. This is where opportunity meets community, and it's all orchestrated with polished professionalism. ROLE SUMMARY As the Senior Sales & Account Manager at STAFFED INC., you’ll play a key role in driving growth and delivering best-in-class staffing solutions across the hospitality and events industries. This position is designed for a strategic, people-first professional who thrives in a fast-paced environment and has a proven track record in sales, client service, and project execution. You will co-lead the full sales lifecycle—from prospecting and pitching to closing and nurturing long-term client partnerships—while managing staffing logistics for high-profile events and activations. You’ll serve as a trusted advisor to clients, a collaborator across internal teams, and a champion of our brand promise: to build meaningful, lasting connections between top-tier talent and world-class experiences. This role is ideal for a high-performing relationship builder who understands that success is measured not only by revenue, but by service, trust, and the quality of every placement. JOB RESPONSIBILITIES Sales & New Business Management • Oversee the entire sales process, from prospecting clients to closing deals and growing revenue., • Develop and implement strategies for identifying, qualifying, and converting leads through outbound outreach, referrals, partnerships, and marketing support., • Champion accurate and consistent CRM usage to ensure visibility into outreach, conversion rates, and customer journey progress., • Foster long-term relationships with clients and partners, focusing on client retention and satisfaction., • Partner with the Sales Department to identify and strategize on new business opportunities., • Lead the creation of compelling client proposals and pitch materials in collaboration with marketing and leadership., • Establish, monitor, and report on quarterly and annual sales goals; proactively adjust strategies to ensure targets are met or exceeded., • Attend networking and industry events to build relationships, promote the company’s services, and identify new business opportunities., • Act as the main contact for incoming client RFPs to understand their needs, budget, and scope., • Create and present estimates for client approval, communicating any pricing changes throughout the project lifecycle., • Oversee the entire project lifecycle, from initial client request to event logistics to post-event follow-up., • Negotiate and manage client contracts, ensuring alignment with business objectives and profitability., • Serve as the escalation point, swiftly addressing any last-minute changes, cancellations, or staffing-related challenges., • Manage event staffing logistics from planning to execution: pre-event, onsite, and post-event in collaboration with the company’s Talent Managers., • Ensure all client events are adequately staffed and lead post-event reviews with clients and internal teams to gather feedback, capture lessons learned, and propose service improvements., • Review and ensure accuracy in managing estimates, invoices, accounts receivables, and expense reports., • Create seamless transition plans between Sales and Account Management/Recruitment teams to ensure accurate project fulfillment and client satisfaction., • Provide mentorship and guidance to junior team members across sales, accounts, and recruitment, fostering growth and professional development., • Collaborate cross-functionally with Account Operations, Sales, Talent, and Recruitment teams to ensure seamless execution and high-level client service., • Promote a collaborative team environment focused on accountability, communication, and continuous improvement., • Lead training efforts by helping to shape onboarding, best practices, and documentation for internal sales and account team processes., • Lead by example, embodying STAFFED INC.’s values of professionalism, partnership, and purpose-driven service., • Support the Director of Account Operations in cultivating a high-performing, engaged team culture. QUALIFICATIONS • 5+ years of professional experience in sales, account management, or client services within agency, staffing, hospitality, experiential marketing, fashion, retail, or events., • Availability, flexibility, and willingness to attend client meetings, onsite activations, and industry/networking events across the US as needed., • Ability to seamlessly manage multiple high-volume projects and client accounts, including budgets and revenue goals upwards of $1M+., • Proven Leadership Experience: Demonstrated ability to mentor and guide junior team members while fostering collaboration across sales, operations, recruitment, and talent functions., • Strategic Sales & Business Development: Expertise in developing and implementing proactive outreach, upsell, and cross-sell strategies to secure new business and expand existing accounts., • Financial Acumen: Strong understanding of estimates, invoicing, account profitability, and cost management related to staffing and events., • Client Relationship Management: Track record of building long-term partnerships and serving as a main point of contact to high level stakeholders., • Negotiation & Contract Management: Skilled in negotiating contracts, closing deals, and ensuring profitability while maintaining client satisfaction., • Tech-Savvy: Proficiency in CRM systems (HubSpot preferred), Microsoft Office/Google Workspace, and ability to adopt new sales and staffing platforms with ease., • Communication & Presentation Skills: Excellent written and verbal communication, with the ability to create compelling proposals, deliver impactful client presentations, and manage escalations with professionalism., • Entrepreneurial Mindset: Self-starter with strong problem-solving skills, adaptability in fast-paced environments, and a people-first approach to driving results. BENEFITS • STAFFED INC. Sales Commission Structure, • Comprehensive Healthcare Benefits (Medical, Dental, & Vision, Health Care FSA, • Commuter benefits, • Paid Time Off (PTO), • Hybrid (Remote + In-Office) Work Schedule DISCLAIMER The duties and responsibilities described in this job description are not a comprehensive list. Additional tasks not listed above may be assigned, and the scope of the job may change as necessitated by business demands. While STAFFED INC. appreciates all applicants, only those qualified will be contacted. We thank you for your interest and look forward to connecting with you!

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience. We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. We're looking for a talented Enterprise Account Executive to join our dynamic team as we accelerate our growth. The role is full-time and in-person, based in our New York office. Job Overview As our lead Enterprise Account Executive at Clearnomics, you’ll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your target market. This is a high-impact sales role for someone with a value-adding mentality—energized by engaging in strategic relationships and motivated to close meaningful, multi-stakeholder deals. You’ll work closely with our leadership team, building and executing on your pipeline, earning trust with decision-makers, and delivering tailored solutions that align with our value proposition. Your ability to navigate complex sales cycles, engage across executive levels, and articulate the value of Clearnomics’ capabilities will be critical in turning opportunities into long-term partnerships. This role offers significant growth for a sales professional. We're looking for candidates that are driven, dedicated, and thrive in a fast-paced environment. What you'll work on: • Build and execute the enterprise sales pipeline, from large wealth managers to asset managers, • Add value across engagements with decision-makers, champions, and users, • Deliver compelling discovery calls, product demos, and tailored proposals, • Collaborate with marketing on segmented outreach campaigns, • Cultivate long-term relationships through in-person meetings, events, and via your network, • Mentor and support the broader sales team by sharing best practices and contributing to overall success We're looking for candidates with: • Over 10 years of experience in sales, including at least 5 years in B2B enterprise sales within financial services, • A strong understanding of the asset and wealth management industry, • Excellent writing and communication skills, with proven ability to explain complex issues and deliver compelling value propositions, • Bachelor's degree in Economics, Finance, or related field. Advanced degree is a plus, • Strong data-driven mindset with ability to analyze and communicate pipeline progress What we offer: • Competitive structure that rewards performance. The salary for this position is $140,000 to $160,000 plus a commission structure that rewards success, • Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage, • Flexible PTO, • Collaborative and innovative work environment, • Opportunity to have significant impact in a growing company, • Work with cutting-edge technologies This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity. Individual applicants only. U.S. work authorization is required.

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Work Shifts 9:00 A.M – 5:00 P.M Duties & Responsibilities Purpose of Position: Under varying degrees of direction, with broad latitude for the exercise of independent judgment, acts as an expert consultant and advisor on complex and important management problems, with particular reference to business organization and methods. All personnel perform related work. Examples of Typical Tasks: Under direction, performs the following typical tasks: 1. Provides expert consultant services for the use of executives, department heads, other departmental personnel, and to inter-corporate facilities or City-wide committees on business organization and methods, and the establishment and implementation of programs for the evaluation, improvement and regularization of normal business operations., 2. Engages in research on business organization and methods to assist in the development and installation of methods and techniques of general application in wide areas of departmental determination and execution or achievement of management policies, objectives and goals., 3. Prepares or supervises the preparation of reports on departmental organization and administration of normal business operations in the light of study and analysis of surveys designed to secure optimum efficiency, economy and adequacy of public service and convenience., 4. Conducts or supervises the conduct of special studies of assigned complex and important management problems., 5. Participates in the establishment and maintenance of effective cooperation and liaison with executive personnel in City departments and agencies, other government agencies and private agencies concerning problems and activities in the area of business organization and methods or the conduct of special studies of management problems. Minimum Qualifications 1. A Master's degree in public administration or business administration, or in an equivalent or equally acceptable program, and four (4) years of satisfactory, full-time paid experience in a major governmental agency or large corporation or foundation in management analysis or in operational direction, planning, coordination or control of which two (2) years must have been in a supervisory, administrative or consultative capacity; or, 2. A Baccalaureate degree from an accredited college or university and five (5) years of experience as stated in #1 above of which three (3) years must have been in a supervisory, administrative or consultative capacity; or, 3. A satisfactory equivalent, however, all candidates must possess not less than the two (2) years of supervisory, administrative or consultative experience required. Four (4) years of appropriate general experience may be substituted for a Baccalaureate degree requirement. Appropriate full-time teaching experience in an accredited college or university may be substituted on a year-for-year basis for the required general experience and appropriate full-time teaching experience in a position of professional rank may be substituted on a year-for-year basis for the required supervisory, administrative or consultative experience. Department Preferences Educational Level: • MS Office, • Peoplesoft Financials, • Capital Eligibility, • Financial Analysis and Controls, • Strong Written and Verbal Communication Skills, • Excellent Customer Service to internal Stakeholders, • Detailed Oriented and Organized

The Role: Location: New York, NY Reports to: Vice President of Finance & Administration The New Museum seeks an experienced and strategic General Counsel to serve as the primary legal advisor to the Museum's senior leadership team and Board of Trustees. The General Counsel will provide comprehensive legal guidance across all Museum operations, ensuring compliance with applicable laws and regulations while supporting the Museum's mission to support and present new art and new ideas. The role also includes advising on employment, labor relations, institutional partnerships and initiatives, and contributing to risk management policies and procedures. As part of the Department Head cohort, the General Counsel will work closely with senior team members, Director, and officers of the Board of Trustees. Key Responsibilities: Labor Relations and Employment • Provide counsel on employment matters, including policy development, employee relations, and compliance with federal, state, and local employment laws, including FLSA, FMLA, Title VII, ADA, and NY labor laws., • Manage union relationships and collective bargaining agreements with UAW 2110; including leading grievance negotiations and labor management committee meetings. Spearhead labor negotiations, in particular Collective Bargaining Agreement negotiations, working with external counsel., • Handle dispute resolution, arbitrations, and National Labor Relations Board (NLRB) proceedings as needed., • Provide legal guidance on workplace policies, disciplinary actions, and employee relations keeping employee manuals and Board bylaws up to date., • Provide legal guidance and take the lead on any immigration matters including visa approvals and advice., • Collaborate with the Director of Human Resources and internal culture committees. Contracts, Compliance, and Risk Management • Review, interpret, and negotiate a wide range of contracts and documents for all areas of the Museum’s program and operation including, but not limited to, construction contracts, donor/sponsorship agreements, artist agreements, loan and exhibition agreements, vendor contracts, estate matters, and affiliations and partnerships., • Ensure compliance with nonprofit governance requirements and best practices., • Oversee legal aspects of foundation and government grant compliance and reporting obligations., • Provide legal oversight for museum financial compliance, including:, • Supporting compliance with financial reporting requirements, • Advising on tax compliance matters specific to cultural institutions, • Advising on gift receipts including from international donors as necessary, • Monitor legislative and regulatory developments relevant to New Museum’s program and operations., • Provide administrative guidance, support and assistance to staff and departments on any legal matters including copyright, leases and license agreements, insurance and risk management matters., • Develop, monitor and maintain a risk management matrix and associated policies for the Museum., • Take the lead on and drive to successful resolution any insurance claims that require legal support. Secretary/Governance • Serve as a primary liaison in the preparation of Board meetings and materials., • Oversee implementation of all governance business, including official meeting notices, minutes, resolutions, unanimous written consents, and records., • In consultation with outside counsel, monitor compliance with complex and interrelated governing documents., • Provide guidance and direct support to the Board President and Committee chairs on governance matters., • Collaborate with Director and Development Department on managing the nomination, onboarding, of new Board members., • Review and advise on nonprofit and museum‐specific governance standards, practices, systems, and methods, including but not limited to Board protocols, procedures, proceedings, documentation, information, corporate document filing, and file maintenance., • Research general corporate matters and law related to Museum's board and governance matters. The Leader: The ideal candidate will have experience leading a best-practice legal function in museums/nonprofits with a keen understanding of the unique challenges and opportunities faced by cultural institutions locally and globally. They will possess a majority of the following professional and personal attributes and competencies: • Minimum of 8 years of relevant legal experience, with at least 3 years in a senior legal role in a cultural institution and/or nonprofit., • Experience specifically within New York City's cultural sector, is a benefit., • Strong knowledge of legal issues specific to contemporary nonprofit institutions, including intellectual property law, contract law, visas, donor restrictions, unionized staff, and nonprofit governance., • Experience working with unions and labor relations is required, including collective bargaining experience., • Contracts, compliance and risk management experience typical of a place-based organization with a physical building (including, but not limited to, construction and facilities contracts) will be beneficial., • Experience managing outside counsel relationships., • Experience with nonprofit financial governance, endowment management, and restricted funds., • Outstanding communication, oral, drafting, and analytical skills, with the ability to synthesize and explain complex legal concepts to non-legal audiences., • Strategic, empathetic, and solution-oriented; Able to work collaboratively and build relationships and trust across Departments and members of the Board of Trustees., • Deep commitment to the Museum's mission and values. Education & Bar Admission: • A JD degree from an accredited law school, • Admission to the New York State Bar Compensation & Benefits: • Salary: $190,000 - $210,000, • A full comprehensive benefits package that includes Medical, Dental, Vision, Employee Assistance Program (EAP), Flexible Spending Account (FSA), Health Reimbursement Program through the Difference Card, Commuter Benefits Program through the Difference Card, Voluntary Short Term Disability Plan and Long-Term Disability, Life Insurance, Retirement Plan, and other voluntary benefits., • We offer full-time employees 15 days of paid time off, 8 sick days off and 13 holidays off as applicable through the fiscal year.

Summary The Vice President of Enterprise Strategy is a senior leadership position at Mount Sinai Health System (MSHS), a leading academic health system based in New York City that includes clinical, research and educational activities. The role will report directly to the Executive Vice President of System Development & Strategic Initiatives. This executive role is responsible for supporting development and ongoing analysis of enterprise-level strategies and development opportunities that position Mount Sinai for continued growth in a rapidly evolving healthcare landscape. The Vice President will work collaboratively with the executive team and key stakeholders to shape and realize the organization’s mission, vision, and long-term strategic goals. The Vice President will help build and lead a high-performing team of 4-5 colleagues, fostering a culture of collaboration and professional development. Role & Responsibilities • Work with senior leadership, and facilitate cross-functional collaboration across financial, clinical, research, education, and operational teams to identify and evaluate new strategic opportunities, emerging trends, and strategic relationships., • Lead a team to execute a strategic planning process, including environmental scans, market analyses, competitor analysis and scenario planning to inform strategic decision-making. Promote use of market intelligence, data analytics, demand forecasting, and scenario modeling in all planning work., • Lead analysis and presentation of recommendations to C-suite executives for key strategic initiatives, including influence on decision-making for multi-year strategic investments., • Work with C-suite leadership to develop and refine enterprise-wide strategic plans, ensuring alignment with Mount Sinai’s mission, values, and business objectives across clinical, research and educational activities., • Work with the appropriate stakeholders to translate system strategic priorities into actionable initiatives with measurable performance metrics., • Serve as a thought leader and advisor to the Executive Vice President of System Development and Strategy, as well as other executive stakeholders., • Lead preparation of executive‑level reports, board materials, and presentations summarizing strategic progress, including measurements of success/business outcomes., • Develop, manage and mentor a high-performing strategy team of 4-5 colleagues., • Set clear objectives and expectations, conduct regular performance reviews, and support ongoing professional development., • At least 15 years of work experience and at least 10 years of progressive experience in enterprise strategy, strategic planning, or related fields with large, complex healthcare organizations or academic medical centers., • Demonstrated success in leading and executing market assessments, competitive analysis, and business case development in healthcare., • Experience working in or with academic health systems is preferred., • Strong analytical, financial, and problem-solving skills, with expertise in market assessment and data-driven decision making. Experience with analysis in the New York metro market is a plus., • Exceptional interpersonal, written and verbal communications, and stakeholder engagement skills., • Bachelor’s degree is required The Vice President of Enterprise Strategy will report directly to the Executive Vice President of System Development and Strategic Initiatives. Expectations are for the role to be performed in-person, at Mount Sinai’s upper east side campus at 98th Street and Madison Avenue in New York City. As appropriate, periodic hybrid work can be accommodated.

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). 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 in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Job Purpose: BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth. Duties & Responsibilities: • Advise on a broad range of investment banking and capital markets transactions across multiple product groups, • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs), • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas, • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision., • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups. Requirements & Qualifications: • Juris Doctor; admitted in good standing to the NY or CA bar, • Position is targeted to be in NYC or San Francisco, • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice, • Significant experience with direct client interaction with financial services clients, • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services), • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization, • Business judgment and ability to assess legal and business risks, while providing practical advice, • Ability to multi-task and work in a fast-paced environment, • Familiarity with broker-dealer regulatory matters relevant to investment banking business, • Strong drafting, negotiation and analytical skills, • Strong organizational skills and attention to detail, • Strong communication skills, both written and verbal, • Ability to manage multiple projects and work independently, • Team player, mentor, confident and proactive Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and ___. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: ___.

A leading-edge financial technology company transforming the way companies raise capital is seeking a highly motivated General Counsel to lead all legal, regulatory, and risk affairs while supporting rapid growth. Who you are You are a driven legal leader with an established track record in the fintech or high-growth technology sector. You don’t just provide legal advice; you are a pragmatic, enabling, and decisive leader who operates with a bias for action and a clear focus on strategic and commercial objectives. You possess the confidence and expertise to identify issues, advise on complex high-stakes matters at the executive level, and project-manage the execution of risk mitigation strategies. Having navigated the legal challenges of significant corporate and commercial activities, you view compliance as an enabling foundation for differentiation and expansion rather than an obstacle. You are inherently resourceful, innovative in applying technology to legal problems, and committed to building a world-class legal function with a strong collaborative mindset aligned with executive leadership and the broader business. What you will do As General Counsel, you will play a key role in shaping the legal and regulatory strategy of a fast-growing financial technology platform. You will have the opportunity to: • Own the Legal Strategy: Build, mentor, and scale a high-performing legal function, defining departmental strategy and managing the legal budget., • Drive Technology Innovation: Champion the adoption of artificial intelligence and modern legal technology to increase the efficiency and impact of the legal function., • Partner with Executive Leadership: Serve as a strategic advisor to the executive team on major decisions impacting the business and its growth., • Navigate the Regulatory Environment: Lead engagement with regulators and policymakers while helping shape evolving regulations impacting digital capital formation., • Protect Strategic Assets: Advise on technology, data, and intellectual property strategies to maintain competitive advantage., • Operate in a High-Growth Environment: Support a fast-moving organization where compliance and risk management enable expansion. What skills you need • Minimum of 8+ years of progressive legal experience, including significant in-house experience at a high-growth technology, fintech, or capital markets company., • Experience building, leading, and developing legal teams., • Exceptional ability to translate complex legal matters into clear, actionable advice for business leaders.

Placement Type: Temporary Salary: $45-50 Hourly Start Date: Apr 6, 2026 Aquent is partnering with a leading organization that plays a critical role in powering communities and driving essential infrastructure. This enterprise is dedicated to innovation and operational excellence, relying on a robust and dynamic workforce to achieve its ambitious goals. Join a team where your contributions directly support the strategic growth and development of a vital industry. Location: Pearl River, NY (Hybrid - 3 Days On-site / 2 Days Remote) Duration: 6-Month Contract (Potential for FTE conversion by year-end) Compensation: $45-50/hr Schedule: 8:00 AM - 4:00 PM EST We are seeking a high-energy, detail-oriented Talent Advisor to join one of the region's largest infrastructure and utility providers. This isn't just a recruiting role; it's a mission-critical position supporting large-scale reorganization initiatives and high-volume hiring. If you are a "power user" of Excel, thrive in a unionized environment, and have a "get-it-done" personality, this is the career-defining contract for you. • Full-Cycle Execution: Manage the end-to-end recruitment process for management-level positions and field operations., • Union Liaison: Lead and assist in conducting new union hire orientations, ensuring a seamless "Day 1" experience., • Data Command: Maintain complex Excel trackers with numerous data points to provide weekly, high-accuracy reports to stakeholders., • Stakeholder Collaboration: Partner with hiring managers to navigate shifting priorities while maintaining a composed and professional delivery., • High-Volume Sourcing: Leverage major job boards and ATS tools to screen and monitor large applicant pools efficiently., • Education: Bachelor's Degree is strictly required., • Experience: Minimum of 5 years in full-cycle recruiting., • High-Volume Mastery: Proven track record of filling positions on an ongoing basis in a fast-paced environment., • Technical Tools: Advanced proficiency in Microsoft Excel (ability to manage large datasets/reporting) and Applicant Tracking Systems (ATS)., • Communication: Exceptional interpersonal skills with the "strong personality" needed to keep teams and projects on track., • Experience in Utility, Engineering, or Telecommunications sectors., • Direct experience working with Unionized workforces and labor agreements. About Skill Skill connects the best professional, IT, engineering, financial and administrative talent with the world's biggest brands. Our eligible talent get access to benefits such as health benefit contributions, retirement plans with match and flexible spending accounts. Skill is an equal-opportunity employer. We evaluate qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

Job Description Summary #LI-Remote This position can be based remotely anywhere in the U.S. (there may be some restrictions based on legal entity). The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 30% travel. Novartis is unable to offer relocation support for this role: please only apply if this location is accessible to you. Company will not sponsor visas for this position. The Director, Future Field Engagement Strategy - Metrics & Incentives shapes how success is measured and celebrated across Novartis' evolving commercial organization. This role designs forwardlooking performance metrics and incentive frameworks that align with modern engagement models, emerging field roles, and enterprise priorities. By reinforcing the right behaviors and outcomes, this leader helps inspire field teams while driving sustainable customer impact, growth, and longterm competitiveness. Job Description Key Responsibilities: • Architect and lead futureready measurement frameworks that define how Customer Engagement and GotoMarket success are assessed across the enterprise., • Translate complex, aggregated performance signals (e.g., claims, prescribing, payer, CRM insights) into clear, strategic measurement constructs., • Shape balanced scorecards that intentionally measure both outcomes and critical enterprise behaviors, bringing an outsidein perspective in close partnership with Insights and Decision Science (IDS)., • Serve as a strategic advisor to senior leadership by delivering forwardlooking insights on performance trends, risks, and opportunities, alongside Insights and Decision Science., • Reimagine incentive compensation strategies to align with evolving field roles, customer archetypes, and modern engagement models., • Steward incentive frameworks in partnership with Incentive Compensation teams to ensure they are equitable, transparent, and meaningfully motivating., • Continuously evolve metrics and incentives to reflect market dynamics, transformation priorities, and realworld field feedback, in collaboration with Insights and Decision Science., • Partner across Insights and Decision Science, Finance, Field Leadership, and field enablement teams to ensure performance frameworks remain grounded, agile, and operationally impactful. Essential Requirements: • Bachelor's degree required from 4-year college or university., • 8+ years' experience in incentive design, performance management, or field operations strategy, within pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed teams. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, or B2B sectors., • Deep expertise in incentive compensation strategy, customer engagement metrics, and the levers that drive field performance and motivation., • Proven ability to design and scale innovative, datadriven models that connect enterprise insights with realworld field execution., • Strong fluency in healthcare systems, including payer and provider dynamics, enterprise account management, and evolving technology trends., • Demonstrated success influencing senior leaders and aligning crossfunctional stakeholders within complex, matrixed organizations., • Exceptional analytical and strategic thinking capabilities, with the ability to synthesize complex data into clear insights, narratives, and action plans., • Trusted collaborator and communicator, skilled at building relationships, facilitating alignment, and driving outcomes across functions, geographies, and field teams. Desirable Requirements: • Experience working with enterprise incentive compensation platforms and advanced analytics tools, including applying these capabilities to gotomarket transformation, evolving engagement models, and new role architectures., • Background in consulting or highgrowth environments, with demonstrated success building scalable measurement and incentive constructs across global or multimarket teams while maintaining fairness, comparability, and strategic coherence. Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Business Planning, Business Reviews, customer relationship management, Customer Requirements, Customer Service, Employee Onboarding, Financial Literacy, Influencing Skills, Operations, problem solving techniques, Resource Allocation, Sales, Sales Force Effectiveness, Sales Operations, Sales Targets, Selling Skills, Strategic Planning, Technical Skills

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role A Presidio Digital Services Principal Architect, Healthcare and Life Sciences (HCLS), leads presales discovery, analysis, architecture, design, proposals, and scope-of-work creation, translating customer requirements into outcome-focused solutions through direct client engagement with HCLS accounts. Leveraging sharp business acumen alongside technical expertise, a builder mentality, presales methodology, and strong relationships (clients, Presidio stakeholders, and vendor partners); the Principal Architect assesses industry, customer, technical, and sales context to position solutions that deliver measurable, long-term value. This is a client-facing, 100% presales role that operates at the intersection of sales, delivery engineering, and customer executives to ensure we only propose solutions that are desirable for the client, feasible for delivery, and viable for Presidio Key Responsibilities: • Drive Digital Services Sales. In partnership with sales teams, formulate and execute a technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital Services - application modernization, application development, software development lifecycle (SDLC), artificial intelligence (AI), and data estate and platform modernization. You act as the primary technical lead on pursuits, shaping solutions that sales can confidently position and close., • Understand Customer Current State.Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. Research industry trends and topics and develop discovery approaches. Develop and lead workshops to drive relevant discovery. Document customer current state to assist customer and sales teams target future state architectures and roadmaps., • Technical Opportunity Leadership.Lead opportunities for relevant services to achieve technical win of Presidio services solutions. Identify customer stakeholders and their individual success criteria and needs. Create and lead technical solution approaches and next steps aligned to customer stakeholders. Align, vet and coordinate Presidio technical resources as needed. Engage Manager/VP/Director level at clients directly., • Practice Delivery Engagement. Act as a bridge between sales and delivery engineering to ensure customer success. Collaborate closely with delivery leads to shape approaches, validate feasibility, right-size risk, and author formal scopes of work. Ensure that what is proposed in presales is realistic, deliverable, and aligned with the way our teams actually execute., • Solution Architecture, Design and Documentation. Analyze and assess client requirements and determine target services approach, solutions, and roadmaps. Create and deliver compelling technical proposals directly to clients, including relevant drawings, diagrams and analysis. Clearly articulate trade-offs, options, and phased approaches that align with client constraints and priorities., • Technical Excellence & Evangelism.Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture and product areas, including emerging AI-driven development and data practices. Understand Presidio's accelerators, reference architectures, and AI-in-SDLC practices well enough to position them credibly in client conversations, while partnering with delivery teams that own detailed implementation. Participate in technical communities, internal knowledge sharing, and external presentations as appropriate., • Account Leadership.Actively participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with customers, such as: Account planning, EBCs, and strategic workshops. Help shape multi-year digital, data, and AI roadmaps in partnership with sales and delivery leadership., • Team Engagement and Enable Culture.Engage Presidio team members, actively participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. Be a steward of the PRESIDIO CORE VALUES -Excellence, Forward-Thinking, Accountability, One Presidio., • Partner Relationships.Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. Contribute to and drive execution of relevant partner vendor GTM strategies., • Continuous Improvement & Innovation. Actively plan and execute growth and career development activities. Seek and collaborate on improvements to presales processes, qualification, and solutioning patterns. Stay current on Presidio's internal practices, methodologies, and AI accelerators so you can continuously refine how you position our differentiated value to clients., • Extreme ownership mentality with a self-starting approach to ambiguous problems without waiting for direction, • Demonstrated grit and resilience with a track record of running toward tough challenges and navigating uncertainty, • Intellectual curiosity with evidence of independently learning emerging technologies (for example, GenAI, agentic AI, modern data platforms, or cloud services) outside formal training, • Collaborative mindset with humility and the ability to work across sales, delivery engineering, and partner teams, deferring to domain experts when appropriate, • Growth mindset with willingness to course-correct upon feedback and actively seek mentoring and coaching, • Aptitude for consultative presales with a context-first problem-solving approach, • Proven ability to deeply understand customer business friction, desired outcomes, and constraints before architecting solutions, • Demonstrated comfort leading presentations, solution demonstrations, and whiteboard sessions with both technical and executive audiences, • Expert time management and ability to set expectations and provide timely feedback loops to leadership and account teams, • Hands-on engineering background with proven experience writing, reviewing, or refactoring code, or architecting data solutions (not just infrastructure or platform design), • Deep roots in software development or data engineering, with experience building, testing, and shipping software or data solutions, • Prior experience in a presales solution architect, principal architect, or similar role bridging sales and delivery is strongly preferred, • Overall 10+ years of relevant experience, • 7+ years of architecture, design, implementation, and/or consulting in digital and/or cloud technologies, • 5+ years hands-on experience with AWS, Azure, or GCP, with deep expertise in at least one major cloud and readiness to work with others, • 5+ years of specific domain experience in one or more of the following areas:, • Application development: Building new products, features, or user experiences, • Application modernization: Refactoring legacy codebases, re-architecting monoliths, upgrading frameworks (beyond lift-and-shift or containerization only), • Data engineering and modernization: Modern data platforms (Snowflake, Databricks), data pipelines, large-scale data migration programs, analytics solutions, cloud-native data services (AWS Glue/Redshift/EMR, Azure Synapse/Data Factory, GCP BigQuery/Dataflow), • Software development lifecycle (SDLC) optimization: CI/CD for developer velocity, AI-augmented development, and testing automation, • Artificial intelligence (AI) and Generative AI (GenAI): RAG pipelines, LLM-embedded applications, multi-agent systems, and agentic orchestration approaches, • A builder mentality capable of prototyping software and data solution concepts where appropriate, with comfort using AI-accelerated tools as part of your own workflow, • Amazon Web Services (AWS), Google (GCP), and/or Microsoft (Azure) architect-level certifications, • Experience in delivering modern application architectures through hands-on development or code refactoring (for example, microservices, event-driven architectures, serverless, API-first design), • Hands-on software engineering or code development experience (for example, Python, Java, C#, JavaScript/TypeScript, Go, or similar), • Experience with modern data platforms and tools: Snowflake, Databricks, AWS (Glue, Redshift, EMR, Lake Formation), Azure (Synapse, Data Factory, Databricks), GCP (BigQuery, Dataflow, Dataproc), • Data engineering experience including building data pipelines, ETL/ELT, data modeling, data governance, or analytics solutions, • Experience with large-scale data migration or modernization programs, • Experience building GenAI-embedded solutions: RAG pipelines, LLM-based applications, prompt design, vector databases, • Experience with agentic AI frameworks and orchestration: LangGraph, AutoGen, crewAI, Semantic Kernel, or custom multi-agent systems, • Familiarity with data engineering for AI/ML, including feature engineering, vector databases, and data preparation for LLM training or fine-tuning, • Familiarity with AI-accelerated development tools such as GitHub Copilot, Cursor, Amazon CodeWhisperer, Tabnine, or similar, • Experience using AI in the SDLC, including code generation, automated testing, documentation generation, or code review assistance, • Demonstrated curiosity about AI's impact on software and data delivery (for example, through webinars, articles, experiments, or peer discussions), • DevOps experience focused on application delivery and developer productivity (rather than platform operations alone), • Experience with reviewing and/or writing statements of work (SOW), • Experience and/or ability to prepare RFP/RFI responses, proposals, and solution documents, • Demonstrated comfort leading CIO/CTO-level presentations, solution demonstrations, and whiteboard sessions, • Experience working in Healthcare and Life Sciences (HCLS) solutions, companies, or regulated environments, • Awareness of GxP compliance frameworks, 21 CFR Part 11, HIPAA/PHI data handling, and related regulatory constraints, • Familiarity with FHIR interoperability standards, HL7, and EHR/EMR integrations (for example, Epic, Cerner) Here,your impact is real.Whether you're harnessing the power ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit . Applications will be accepted on a rolling basis. Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve. Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. The "Know Your Rights" Poster is available here: Presidio's EEO Policy Statement is available here: Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to and let us know the nature of your request and your contact information. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

Job Description Summary #LI-Remote This position can be based remotely anywhere in the U.S. (there may be some restrictions based on legal entity). The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 30% travel. Novartis is unable to offer relocation support for this role: please only apply if this location is accessible to you. Company will not sponsor visas for this position. As Director, Future Field Engagement Strategy - Engagement Methodology, you will shape how Novartis' U.S. field teams connect with customers in more meaningful, modern, and human ways. Grounded in customer archetyping and targeting insights, this role designs futureready frameworks that guide account planning, field deployment, multichannel engagement, and crossfunctional collaboration. Your work will help the organization organize around the customer - ensuring every interaction is relevant, agile, and intentional. This is a strategic leadership role focused on building scalable models that elevate field effectiveness, drive commercial impact, and create truly differentiated customer experiences. Job Description Key Responsibilities: • Architect and lead the development of nextgeneration customer engagement methodology that evolves how the field connects with customers., • Draw on leading customer engagement practices across industries to inform bestinclass customer journey orchestration and crossfunctional collaboration., • Define and continuously optimize customer planning processes, including account planning, integrated engagement planning, and portfoliolevel coordination., • Design scalable, adaptable engagement frameworks that reflect account tiering, therapeutic area needs, and local market dynamics., • Establish clear, practical frameworks for multichannel and crossfunctional engagement across field teams, headquarters, and commercial partners., • Partner closely with Insights & Analytics to ensure engagement models are grounded in customer, market, and performance insights., • In collaboration with Insights and Decision Science (IDS), define measurement approaches that assess engagement effectiveness and enable ongoing refinement through datadriven learning., • Lead the evolution of field deployment strategies, ensuring roles and resources are aligned to customer needs and strategic priorities., • Create agile feedback loops with field teams and stakeholders to continuously improve engagement frameworks based on realworld experience., • Serve as a trusted strategic advisor to senior leadership, shaping the future vision for customer engagement, field effectiveness, and innovation at Novartis. Essential Requirements: • Bachelor's degree required from 4-year college or university., • 8+ years' experience in pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed teams; including demonstrated leadership in shaping strategy, guiding teams, and driving enterprise-level impact. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, technology, or B2B sectors., • Demonstrated expertise in shaping field force deployment, account management, and customer engagement strategies, including designing and scaling engagement models across complex, matrixed organizations., • Strategic thinker with a strong track record of turning vision into actionable plans and measurable outcomes, paired with experience navigating complex healthcare systems, payer and provider dynamics, and enterpriselevel account management., • Shown success designing and bringing to life datadriven engagement frameworks that connect customer insights, healthcare data, and realworld field execution., • Proven ability to influence, align, and collaborate across diverse crossfunctional partners - including commercial, analytics, medical, market access, and marketing - within a matrixed environment., • High level of data fluency and analytical capability, with the ability to synthesize complex information into clear, actionable recommendations for varied audiences., • Strong project leadership and changemanagement capabilities, with a history of driving innovation, continuous improvement, and agile ways of working. Desirable Requirements: • Experience within a healthcare consulting, startup, or fastmoving commercial environment, bringing an external perspective on strategy, innovation, and transformation., • Background in sales, sales support, or marketing roles, with familiarity across digital engagement platforms, CRM systems, and emerging technologies that enable modern customer engagement. Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Business Planning, Business Reviews, customer relationship management, Customer Requirements, Customer Service, Employee Onboarding, Financial Literacy, Influencing Skills, Operations, problem solving techniques, Resource Allocation, Sales, Sales Force Effectiveness, Sales Operations, Sales Targets, Selling Skills, Strategic Planning, Technical Skills

Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale - unleashing the potential of businesses and people. The Elastic Search AI Platform, used by more than 50% of the Fortune 500, brings together the precision of search and the intelligence of AI to enable everyone to accelerate the results that matter. By taking advantage of all structured and unstructured data - securing and protecting private information more effectively - Elastic's complete, cloud-based solutions for search, security, and observability help organizations deliver on the promise of AI. What is The Role: Elastic is a search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fairfax, ING, Goldman Sachs, Microsoft, The Mayo Clinic, NASA, The New York Times, Wikipedia, and Verizon, use Elastic to power mission-critical systems. Founded in 2012, Elastic is a distributed company with Elasticians around the globe. Learn more at elastic.co Are you looking to make a real impact and play a meaningful role in the growth of our company? As a SLED Solutions Architect at Elastic you will serve as a technical authority and trusted advisor to our sales team, customers, partners and community. You will understand and solve our customer's business issues with the Elastic Stack, engage the regional Elastic community through events and programs, and enable sales through our Partners. A successful SA at Elastic will be focused on excellence; taking the initiative to improve both themselves and the team through continuous learning and questioning the status quo. What You Will Be Doing: • Serving as the technical point of contact for your accounts and account managers in your assigned territory., • Building a comprehensive understanding of customers' goals and objectives, and articulating how our offerings address their needs., • Creating and owning value-based relationships at all levels in customer organizations., • Actively participating in all phases of planning and execution for your territory, from initial discovery to the technical win., • Developing and maintaining a deep understanding of the Elastic products and solutions to demonstrate the value of our offerings in sales meetings, and at events such as meetups and conferences., • Advising the sales team on effective ways of positioning Elastic products, solutions and services., • Onboarding, educating and enabling our partners, and supporting them in sales cycles., • Crafting collateral, contributing to programs and collaborating with other Elasticians to meet individual client needs., • Being the voice of the customer and community to communicate needs, gaps, and improvements to our engineering and leadership teams., • Deepening both your sales and technical skills through education while taking advantage of all the professional development opportunities provided by Elastic. What You Bring: • A track record of success in a technical presales role-enough experience selling and implementing technology to earn your customer's trust., • A demonstrable ability to articulate and sell the benefits of modern platforms, software and technologies., • A real passion for being curious and a continuous learner. You are someone that invests in yourself as much as you invest in your professional relationships., • A history of successful customer relations where you developed an understanding of what made a difference, and devised architectures that helped meet a goal, tackle a problem, or outpace competitors., • An ability to influence. Have you more than once convinced a team you worked for, of an idea, technology, or architectural pattern?, • The ability to inspire groups, both large and small., • A willingness to travel 40% within region, as well as occasionally internationally. Additional Information - We Take Care of Our People: As a distributed company, diversity drives our identity. Whether you're looking to launch a new career or grow an existing one, Elastic is the type of company where you can balance great work with great life. Your age is only a number. It doesn't matter if you're just out of college or your children are; we need you for what you can do. We strive to have parity of benefits across regions, and while regulations differ from place to place, we believe taking care of our people is the right thing to do. • Competitive pay based on the work you do here and not your previous salary, • Health coverage for you and your family in many locations, • Ability to craft your calendar with flexible locations and schedules for many roles, • Generous number of vacation days each year, • Increase your impact - We match up to $2000 (or local currency equivalent) for financial donations and service, • Up to 40 hours each year to use toward volunteer projects you love, • Embracing parenthood with a minimum of 16 weeks of parental leave Different people approach problems differently. We need that. Elastic is an equal opportunity employer and is committed to creating an inclusive culture that celebrates different perspectives, experiences, and backgrounds. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, pregnancy, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other basis protected by federal, state or local law, ordinance or regulation. We welcome individuals with disabilities and strive to create an accessible and inclusive experience for all individuals. To request an accommodation during the application or the recruiting process, please email ___. We will reply to your request within 24 business hours of submission. Applicants have rights under Federal Employment Laws and can view the following posters linked below: Elasticsearch develops and distributes technology and information that is subject to U.S. and other countries' export controls and licensing requirements for individuals who are located in or are nationals of the following sanctioned countries and regions: Belarus, Cuba, Iran, North Korea, Syria, or Russia, including the Ukrainian territories annexed by Russia (The Crimea region of Ukraine, The Donetsk People's Republic (DNR), The Luhansk People's Republic (LNR), Kherson or Zaporizhzhia). If you are located in or are a national of one of the listed countries or regions, an export license may be required as a condition of your employment in this role. Please note that national origin and/or nationality do not affect eligibility for employment with Elastic. Please see ___ for our Privacy Statement. Compensation for this role is in the form of base salary plus a variable component, that together comprise the On-Target Earnings (OTE). On-Target Earnings (OTE) are based on a 70/30 pay mix (base salary / target variable). The typical starting OTE range for new hires in this role is listed below. This range represents the lowest to highest OTE we reasonably and in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's position within the OTE range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, performance, and business or organizational needs. Elastic believes that employees should have the opportunity to share in the value that we create together for our shareholders. Therefore, in addition to cash compensation, this role is currently eligible to participate in Elastic's stock program. Our total rewards package also includes a company-matched 401k with dollar-for-dollar matching up to 6% of eligible earnings, along with a range of other benefits offered with a holistic emphasis on employee well-being. The typical starting salary range for this role is: $107,500-$170,100 USD The typical starting Target Variable range for this role is: $46,000-$72,800 USD The typical starting On-Target Earnings (OTE) range for this role is: $153,500-$242,900 USD #LI-AM2