Trabajos financial advisor en Estados Unidos

Job Title: Quality Advisor RN Location: Newark Beth Israel Medical Ctr Department Name: Quality Resource Services Req #: 0000209871 Status: Salaried Shift: Day Pay Range: $110,000.00 — $135,000.00 per year 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: We are looking for a passionate Quality Advisor who is excited about making a difference in patient safety outcomes. We invite you to join our dynamic team of mission-driven innovators who embrace challenges to promote the highest level of standards in quality. As the ED/BH Quality Advisor, you will work closely with a diverse group of medical professionals acting as a liaison to the medical staff peer review committee. With a keen eye for details, you will perform chart reviews for cases involving but not limited to mortality and morbidity, hospital acquired conditions and patient safety indicators. Your proactive approach will support hospital-wide initiatives for regulatory and accreditation processes to continuously improve our operations. With your expertise, you will develop and implement effective quality strategies, provide guidance to our ED and Behavioral Health team members and champion best practices throughout the organization. Qualifications: • Licensed RN in the State of New Jersey, • Minimum of 2 years of hospital nursing experience in Emergency Services and Behavioral Health preferred, • Experienced with Excel, PowerPoint and Microsoft products, • Knowledge of Epic EMR program, • Graduate from an accredited NLN Nursing Program, • Full-Time, • Day, • 37.5 hour work week Mon-Fri, • Works in collaboration with a multidisciplinary team in reviewing all patients with high-end devices and provides quality review., • Leads and participates in process improvement for the program(s) and for the quality of clinical outcomes., • Maintain database(s) of patients, outcome, and complications and submit them to the national registry as required., • Provide comprehensive guidance on the appropriate use of temporary devices enabling staff to deliver safe and positive patient outcomes., • Maintains files, minutes, and quality presentations in accordance with any regulatory requirements., • Refers to other disciplines as appropriate., • Integrates research-based knowledge and clinical expertise in decision-making., • Exemplifies a professional image in appearance, manner and presentation., • Advocate for patients, families, coworkers, and the community., • Maintains certifications and continuing education as required for licensure., • Participates in unit/departmental/divisional or hospital committees/task forces as appropriate., • Paid Time Off including Vacation, Holidays, and Sick Time, • Retirement Plans, • Medical and Prescription Drug Insurance, • Dental and Vision Insurance, • Disability and Life Insurance, • Paid Parental Leave, • Tuition Reimbursement, • Student Loan Planning Support, • Flexible Spending Accounts, • Wellness Programs, • Voluntary Benefits (e.g., Pet Insurance), • Community and Volunteer Opportunities, • Discounts Through our Partners such as NJ Devils, NJ PAC, and Verizon 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.

Job Title: Director Location: Jersey City Medical Center Department Name: Case Management Req #: 0000233751 Status: Salaried Shift: Day Pay Range: $135,000.00 - $185,000.00 per year 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: JCMC is the region leader in the delivery of quality patient care, specializing in orthopedics, trauma, cardiac, bariatrics. (will have to clean up this wording a bit with info you have). Set aside from most other hospitals in the country, JCMC has achieved the ANCC’s prestigious Magnet designation four times. We are committed to the delivery of patient-centered, high-quality care is both inpatient and outpatient settings. • BSN or MSW, • Minimum 4 years of clinical experience in a hospital, home health, or community setting, • Minimum 3 years’ experience in acute care case management, • Minimum 3 years supervisory experience, • Strong communication and organizational skills, • Social Worker, LCSW preferred; A Master’s in Social Work is required., • Active NJ RN license or Social worker license, • Day Shift, 40 hours, • Monday – Friday, • Full Time Essential Functions: Leadership & Management responsibilities including oversee day-to-day operations: Manage staff schedules, assignments, and workflow to ensure optimal patient care delivery and resource utilization; develop and mentor staff: Coach, mentor, and provide regular feedback to staff; conduct performance evaluations, identify training needs, and support professional development; promote a positive work environment; foster a collaborative and supportive team environment that values teamwork, communication, and accountability; manage employee performance; address performance issues promptly and effectively, ensuring fair and consistent treatment; participate in hiring and onboarding; assist in the recruitment, selection, and onboarding of new staff. Clinical Excellence & Patient Care responsibilities including ensure quality patient care: Oversee the delivery of high-quality, patient-centered care, ensuring adherence to clinical protocols, best practices, and regulatory requirements; facilitate efficient patient flow; proactively identify and resolve delays in patient throughput, minimizing length of stay and optimizing resource utilization; support utilization review: Collaborate with physicians and the physician advisor in utilization review escalations, ensuring appropriate and timely care, and conduct risk assessments: Identify and mitigate potential risks to patient safety and quality of care. Operational Excellence & Compliance responsibilities including analyze data and drive performance improvement: Analyze key performance indicators (KPIs) such as length of stay (LOS), cost per case, readmission rates, and resource utilization to identify areas for improvement; develop and implement policies and procedures: Assist in the development, review, and implementation of departmental policies and procedures to ensure compliance with regulatory standards and best practices; ensure compliance: Monitor adherence to all relevant policies, procedures, and regulations, including those related to patient safety, quality of care, and regulatory compliance; manage resources effectively: Optimize resource utilization, including staff, equipment, and supplies, to ensure efficient and cost-effective patient care, Communication & Collaboration responsibilities including enhance communication: Ensure effective communication and coordination among all stakeholders, including physicians, nurses, social workers, therapists, and other members of the care team; build strong relationships: Cultivate strong relationships with internal and external stakeholders, including physicians, payers, and community agencies; represent the department: Represent the department on interdisciplinary committees and in relevant meetings. Professional Development responsibilities including maintain professional growth: Maintain professional competence through continuing education and professional development activities; role model best practices: Demonstrate a commitment to professional excellence and serve as a role model for staff; embrace continuous improvement: Actively seek and incorporate feedback from supervisors, colleagues, and staff to continuously improve performance and professional development. • Daily oversight of the Case Management Department, • Ensure compliance with all state, federal and regulatory body accreditation standards, • Collaboration with physicians, staff and executive leadership, • Implementation of strategic goals and initiatives, • Staff management, including scheduling, hiring and performance evaluations, • Budget management, • Monitoring and report of key performance metrics and patient outcomes. Benefits and Perks: At RWJBarnabas Health, our employees are at the heart of everything we do. Driven by our Total Wellbeing promise, our market-competitive offerings include comprehensive benefits and resources to support our employees’ physical, emotional, financial, personal, career, and community wellbeing. These benefits and resources include, but are not limited to: • Paid Time Off including Vacation, Holidays, and Sick Time, • Retirement Plans, • Medical and Prescription Drug Insurance, • Dental and Vision Insurance, • Disability and Life Insurance, • Paid Parental Leave, • Tuition Reimbursement, • Student Loan Planning Support, • Flexible Spending Accounts, • Wellness Programs, • Voluntary Benefits (e.g., Pet Insurance), • Community and Volunteer Opportunities, • Discounts Through our Partners such as NJ Devils, NJ PAC, and Verizon….and more! Choosing RWJBarnabas Health! 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 on 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. Equal Opportunity Employer

Job DescriptionClient Relations Advisor Role Details: Work Location: Fairfield (In office) Job Type: Full-time Experience: Call center: 1 year (Preferred) and/or Customer service: 2 years (Required) Education: Associate (Required) Supplemental Pay: Bonus eligible Benefits: Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits. About Us: With over 30 years of experience, Priority Tax Relief alleviates tax stress through efficient, empathetic, and transparent services. We specialize in swift tax resolution for individuals and businesses, powered by our PTR Exclusive Edge. Join our team and help clients regain financial peace of mind through expert support and care. Job Overview: As a Client Relations Advisor (CRA), Tax & Legal Support, you'll be the first point of contact for clients seeking help with their tax challenges, setting the tone for a positive, solution-focused experience. You'll guide clients through our process, answering questions related to IRS notices, tax documentation, payment plans, and more, all while working closely with our experienced tax professionals. This is more than just a support role; it's a stepping stone to grow within the tax resolution and legal services field. You'll gain hands-on experience in client communications, tax processes, and case management, with pathways to advance to a CRA II and Senior Advisor roles. Key Responsibilities: • Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy., • Assist clients in understanding notices from the IRS or state tax agencies., • Provide updates on case progress and help manage client expectations., • Use active listening and de-escalation techniques to support clients who may be anxious or distressed about their financial situation, • Coordinate with tax professionals and case managers to ensure consistent, accurate communication., • Maintain accurate records of all client interactions and case notes in our system., • Help clients upload, submit, or gather required tax documentation., • Stay informed about relevant tax deadlines and company procedures through ongoing training., • Maintain confidentiality and handle sensitive financial information with discretion., • Bachelor's degree (Associate in business, finance, accounting, legal studies, or related field may be considered with strong experience)., • 1–2 years of customer service experience (call center, financial, tax, or related setting preferred)., • Strong verbal and written communication skills., • Comfortable discussing financial or tax-related matters with clients., • Calm and composed under pressure, especially when handling high-stress client situations or tight deadlines., • Tech-savvy and able to navigate CRM systems and internal databases., • Ability to multitask, stay organized, and work efficiently in a fast-paced environment., • Able to learn new concepts and tools quickly and apply feedback in real time., • Able to prioritize and stay organized in a fast-paced environment with high call volume and changing client needs., • A patient, empathetic, and client-first mindset. Compensation details: 18-22 PIfd591e9e6c66-25405-39923702

About Us At Indexed Financial, we do more than offer financial services — we help individuals build better futures through financial education, protection, and planning. Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones. We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies. Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career. What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others. No prior financial experience is needed — we provide full training and support to get licensed and build your business. Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential. Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply. Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation. If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect. Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the world. We’re proud to offer industry leading wages starting at $20-$30/hr with unlimited growth potential. You’ll experience a world-class Retail education. We offer a comprehensive onboarding program and ongoing opportunities for continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible for the successful delivery of extraordinary client experiences and support to maximize on sales opportunities. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLES As a Boutique Associate, you will: Support the Service Counter team to enable efficient and elevated experiences. Support the Atelier team to enable Everyday Luxury experiences. Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you will: Sell clothes and earn client confidence through unparalleled styling expertise. Deliver world-class experiences by creating meaningful, memorable moments. Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia. As a Service Advisor, you will: Welcome clients. Match clients with their product and direct to the right Service Counter. Prepare the product to be processed. Efficiently and accurately process transactions. Package product for an Everyday Luxury opening experience. Support operations at the Service Counter As an Inventory Associate, you will: Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients. Strategically place product in the backroom. Uphold the standards of product display. Enable seamlessly integrated cross-channel shopping experiences. Support in the seamless operations of all aspects of the retail space across Clients, Product, Space, Risk and Operations As a Merchandiser, you will: Ensure the efficient and accurate processing of incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients. Strategically place product on the sales floor. Translate the product story in our boutiques. Validate the standards of product display. Enable seamlessly integrated cross-channel shopping experiences. Support in the seamless operations of all aspects of the boutique space across Clients, Product, Space, Risk, and Operations THE QUALIFICATIONS Aritzia Retail Associates have: An aspirational sense of individual style. A commitment to learn and apply Aritzia's Values and Business and People Leadership principles. The ability to collaborate fluently with cross-functional partners. A commitment to quality and investing in results that add value to the business THE COMPENSATION The typical hiring range for this position is $20 - $30 per hour. Aritzia’s Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with aspirational workspaces, elevated employee perks and experiences - we provide it all. THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Product Discount – Maybe you’ve heard of our famous product discount? You have now.Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve. Apply online or in your local store today. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

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+

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 benefits package. 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: .

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states. Role Description This is a full-time on-site role for a Financial Representative located in the Garden City, NY office. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard. Qualifications • Experience in Financial Planning and Retirement Planning Preferred but not necessary, • Excellent organization, self discipline required., • Sales/Entrepreneurial Mindset., • Excellent interpersonal and communication skills., • Ability to work on-site in Garden City, NY., • Bachelor’s degree in Finance, Business, Economics, or related field is preferred., • State Life, Accident, Health Required Pre-Training., • SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract) Compensation and Benefits • 1st Year Compensation based largely on un-capped commissions and activity-based incentives., • Health, Vision, Dental, • Pension based off of tenure and production.

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.

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.

Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive at Longwave. The Role: You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment team creates, manages and trades the portfolios. The Fit: You view being an advisor as a calling rather than a profession. Being of service to clients is a privilege that you honor through dedication and commitment. You are interested in sustainability and want to be part of a firm that lives its values. You expect a lot of yourself, are driven to excel and understand that this is your life's work. Your Experience: · B.A. · CFP or in process of obtaining designation. · At least 5 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations. · If fully licensed (series 7, 66 and NYS Life & Health), clean U4. Your Skills: · Very team-oriented · Strong, adaptive technology abilities · Intellectual curiosity and passion for our business Our office is located in Grand Central and our hybrid schedule is in office M-Th with Fri WFH. You will occasionally travel to see clients in our Hudson Valley location or in other states. Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who take March Madness way too seriously, talk about food while eating food and know a lot of movie trivia, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

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

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

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

Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities • Client and Advisor-Facing Communications, • Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally., • Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service., • Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed., • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficient in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Ability to prioritize and manage multiple tasks in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

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

One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee: • The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and, • The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients. RESPONSIBILITIES • Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients., • Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas., • Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models., • Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives., • Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy., • Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings. QUALIFICATIONS • 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment., • Proven track record supporting a leading asset manager, ideally across multiple asset classes.

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.

Endava is a leading technology services company dedicated to helping clients accelerate their digital transformation journeys. We're seeking a Google Cloud Industry Consultant to join our growing Google Cloud team. In this role, you'll be a true builder, with deep technical knowledge, working as an entrepreneur within our organization. You'll partner with Endava Industry Sellers and Google Cloud's sales teams to identify, pitch, and sell innovative, cloud-native solutions that directly address complex customer challenges. Your work will not only drive our clients' success but also contribute to the growth of our Google Cloud business. You'll be a trusted advisor, a technical visionary, and a hands-on leader, shaping the future of cloud solutions at the intersection of industry expertise and cutting-edge technology. Job Description Accountabilities As a Google Cloud Industry Consultant, you'll be accountable for: • We're looking for someone with a blend of technical prowess, strategic thinking, and exceptional interpersonal skills. Qualifications Ideal Profile The ideal candidate will possess a compelling mix of experience and technical certifications. Experience: • 5+ years of hands-on experience in a cloud architecture, consulting, or solution design role., • Extensive experience designing and implementing large-scale solutions on Google Cloud Platform (GCP)., • Demonstrated industry expertise in banking, payments or insurance, • Expert knowledge of core GCP services (Compute Engine, GKE, Cloud Storage, BigQuery, IAM, Networking)., • Hands-on experience with Infrastructure as Code tools like Terraform., • Deeper technical experience in either AI & Data (e.g., Gemini, BigQuery, Vertex AI, Dataflow) or Security (e.g., Cloud Armor, VPC Service Controls, Security Command Center) is highly preferred., • Familiarity with containerization (Docker, Kubernetes) and CI/CD tools., • Bachelor's degree in Computer Science, Engineering, or a related field., • Google Cloud Professional Cloud Architect certification is highly preferred., • Additional GCP certifications (e.g., Professional Data Engineer, Professional DevOps Engineer) are a plus Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan, • 401(k) Safe Harbor Retirement plan with employer match with immediately vest At Endava, we’re committed to creating an open, inclusive, and respectful environment where everyone feels safe, valued, and empowered to be their best. We welcome applications from people of all backgrounds, experiences, and perspectives—because we know that inclusive teams help us deliver smarter, more innovative solutions for our customers. Hiring decisions are based on merit, skills, qualifications, and potential. If you need adjustments or support during the recruitment process, please let us know.

ORGANIZATION: Green-Wood POSITION: Chief Operating Officer REPORTS TO: President LOCATION: Brooklyn, NY; in-person INFORMATION: green-wood.com TO APPLY: Please send cover letter and resume as one PDF to with title format “Last Name First Name – Letter Resume” BACKGROUND Green-Wood is one of the oldest continually operating institutions in New York City. It was founded in 1838 and predates Central Park, Prospect Park, the Brooklyn Museum, the Metropolitan Museum of Art, and all but two of the City’s cultural institutions. As an early example of the Rural Cemetery Movement, Green-Wood became the area’s most prestigious cemetery within two decades of its founding. Both historically and at present, Green-Wood has offered burials that accommodate many different rituals, customs, and religions. Green burials and other natural memorials are recent additions to its commemorative options. Today, Green-Wood is a multi-use venue that reaches well beyond its traditional role as a burial ground. The grounds are open 365 days a year, and admission is always free. Over the past decade, Green-Wood has become well-known for its cultural programs, including walking and trolley tours, site-specific art installations, an artist-in-residence program, and classical music and jazz concerts in the Catacombs, to name just a few offerings. Innovative programs in death education have gained a significant constituency in recent years. Green-Wood’s environmental initiatives, including climate resilience measures, a massive stormwater abatement program, and fellowships in urban ecology, have garnered national attention. Collectively, these programs have been instrumental in expanding the ways Green-Wood connects with its community and has experienced explosive growth in popularity over the past few years. POSITION The inaugural chief operating officer (COO), responsible for shaping Green-Wood’s long-term operational, financial, and organizational growth, will serve as a strategic thought partner and advisor to the President and an essential member of the senior leadership team. Leading a team of over 70 staff, this role drives enterprise-wide planning, ensures strong financial stewardship, advances innovative revenue strategies, and builds the operational foundation needed to support Green-Wood’s next chapter. RESPONSIBILITIES Entrepreneurial Leadership ● Partner with the President to guide Green-Wood’s long-term vision and institutional direction. ● Lead the development and execution of major planning initiatives, including Strategic Plan, 20-Year Capital Plan, and Five-Year Operational Plan. ● Conduct rigorous analysis of economic, operational, and land-use impacts across cemetery, horticulture, and resilience functions, including green burials and beyond, innovations in green-space management, emissions and energy-reduction strategies, major capital project planning, and leveraging new exhibition and event venue. Building Systems/Processes and Operational Oversight ● Work with the President and across departments to convert manual and siloed operations into an integrated system, including cemetery sales, administration, and inventory systems alignment, developing data stories to support fundraising, bookkeeping and budgeting, and land management. ● Lead complete IT overhaul, focused on upgrading and consolidating databases to provide one central portal for information, inquiry and transactions. ● Oversee Green-Wood’s administrative domains, including IT, security, and facilities. ● Collaborate with cross-functional teams to establish performance indicators and metrics to measure the effectiveness of core Green-Wood initiatives. Prepare and present results through an internal tracking dashboard and high-level progress reports for the senior leadership team and Board. ● Maximize Green-Wood’s buying power through facilities and inventory management and procurement. ● Lead the evaluation of internal systems, business processes, and use of technology resources to ensure continuous innovation, efficiency, and responsiveness to Green-Wood’s growing and changing organizational needs. Revenue Innovation and Business Development ● Lead revenue modeling for new ventures that will support Green-Wood’s long-term financial sustainability, such as natural organic reduction (NOR) and the Green-House. ● Evaluate and model the optimal balance between mission-driven public programming and revenue-generating initiatives. ● Develop a detailed understanding of the profit and loss of every aspect of the Green-Wood enterprise, including the Cemetery and Cultural Services. ● Partner with the President to make strategic investments in revenue-generating opportunities that support the cemetery’s mission. Executive Management ● Lead and manage five direct reports across IT, Facilities, Security, Operations, and Finance and a total team of 70 staff. ● Assess roles and functions as needed to ensure alignment with Green-Wood’s core mission and strategic priorities. ● Communicate priority goals to all staff, resulting in coordinated work products. QUALIFICATIONS Experience – Required ● Bachelor’s degree in business administration, public administration, finance, or related field ● 15 years of senior leadership experience in public sector or large, complex nonprofit organizations in NYC, with at least 7 years at the C-suite level with responsibility for organizational/business planning, budgeting, strategy, and/or infrastructure/capacity building ● Proven track record of successfully scaling organizations, driving revenue modeling and generation, overseeing operations and land use portfolio/ventures and complex business transactions, overseeing multiple infrastructure and administrative domains, and/or leading large and diverse teams ● Ability to optimize the sustainable and compliant use of perpetual care funds through strategic planning, expense alignment, and rigorous financial oversight ● Highly disciplined business and financial planning skills with the ability to anticipate and forecast environmental circumstances that impact organizational goals and business plans ● Extensive knowledge of business process optimization, streamlining operations and forecasting; ability to balance multiple priorities, make difficult decisions in complex business matters and transactions, ensure accountability, and align resources to achieve results ● Demonstrated success in managing and overhauling IT departments, including the consolidation of legacy databases ● Advanced subject matter expertise and change management experience within the realms of finance, technology, and operations Experience – Preferred ● Master’s degree with focus on business and/or finance Personal Attributes ● A passion and drive for leading organizational growth, strategy, and innovation with a hands-on approach and ability to focus at a detailed level when needed ● A quick study who can evaluate a problem effectively, jump in enthusiastically, and provide creative solutions ● A natural and engaging relationship builder who can communicate and execute collaboratively with the President, departmental teams, the Board, and external stakeholders ● Excellent written and verbal communications skills ● A person of high integrity and ethics with impeccable judgment and the ability to communicate decisions with a sense of purpose, clarity, and accountability and responsibility to colleagues and the public ● A willing and excited partner looking to usher Green-Wood into the next era of growth as a final resting place, cultural institution, climate resiliency hub, and public space COMPENSATION • Anticipated salary is $260K - $280K, commensurate with qualifications and experience, • Benefits package including medical and dental insurance, retirement contribution match, tax-free commuter benefit, and paid time off Frequently cited statistics show that women and people from underrepresented groups apply to jobs only if they think they meet 100% of the criteria. If you meet many but not all the criteria and feel you may be a good fit for the role, Green-Wood encourages you to apply. Green-Wood is an Equal Opportunity Employer and does not discriminate on the basis of age, color, national origin, ethnic origin, citizenship status, disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, marital status, veteran status, or any other characteristic protected by federal, state, or local law in its employment policies. Green-Wood will provide reasonable accommodations for qualified individuals with disabilities.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Private Wealth Paralegal The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Oversee all aspects of trusts and estates in probate., • Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate., • Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts., • Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files., • Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding., • Prepare for federal audit or state gift/estate tax audits., • Research and investigate any requests, problems or issues, and resolve with appropriate parties., • Prepare initial drafts of client correspondence and memos., • Responsible for client contact and communication to clients., • Perform file organization and maintenance., • Maintain up-to-date time reports to ensure accurate client billing. Supervisory Responsibilities • On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process. Knowledge, Skills And Abilities • Bachelor’s degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus., • Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable., • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties., • Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions., • Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines., • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 37.5 hours to perform the essential duties of the position., • Ability and availability to travel to other firm locations when required. For our New York office, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

About Diversified: Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media organizations and retailers, sports and live performance venues, corporate enterprises, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back. What to Expect: At Diversified, we're on a mission to create a world without boundaries, where technology enables all people to connect and experience the moments that matter, wherever they choose to be. With clients spanning the globe and an exciting pipeline of projects across industries, Diversified offers more than just a job. We offer a career path with the flexibility to grow personally and professionally, wherever your ambitions take you. As a Diversified associate, you'll dive headfirst into big, complex, and rewarding projects that push the boundaries of what's possible. Plus, you'll enjoy a flexible work environment, competitive compensation and benefits, and a culture that celebrates diversity and inclusion. IF YOU CAN DREAM IT, YOU CAN DO IT AT DIVERSIFIED. How You'll Contribute: The Senior Director of Engineering is responsible for providing senior technical and advisory leadership for all media, broadcast, and live-production projects. This role leads a team of Senior Solutions Architects and serves to direct the organization's most senior subject-matter authority for media-related system architecture, solution strategy, and technical consultation. Reporting to the Vice President of Engineering Operations, the Senior Director of Engineering operates primarily in a consultative capacity-advising clients, Sales, Engineering, and Project Teams on complex media solutions while guiding internal technical direction on task assignments. This role supports design engineers to create media solutions that are technically sound, scalable, operationally viable, and aligned with both client objectives and Diversified delivery capabilities. What You'll Do: • Lead and manage a team of Senior Solutions Architects specializing in media, broadcast, and live-production systems., • Serve as the senior technical advisor for all media-related projects, providing guidance during presales, design, and delivery phases., • Partner with Sales and client stakeholders to shape media system strategies, validate technical approaches, and support complex pursuits., • Establish technical direction and advisory guidance for media system architecture, signal flow, timing, synchronization, redundancy, and performance requirements., • Provide consultative oversight to Design Engineering and Project Teams, ensuring media solutions align with best practices and operational expectations., • Assign and prioritize advisory and solution architecture tasks across the media solutions architecture team., • Act as the primary escalation point for complex or high-risk media engineering decisions and challenges., • Collaborate with support roles like Project Support Engineering, Programming, and Configuration & Commissioning leadership to ensure media designs are executable and commissionable., • Stay current with evolving media, broadcast, and IP-based production technologies, translating industry trends into practical guidance for clients and internal teams., • Contribute to the development of media-specific standards, reference architectures, and best practices in coordination with Engineering leadership What You'll Bring: Education & Certifications: Bachelor's Degree or equivalent Experience Required Skills/Qualifications: • 10+ years of experience in broadcast engineering, media systems integration, or live-production environments., • 5+ years of experience leading senior technical professionals or solutions architecture teams., • Deep expertise in media workflows, signal transport, timing, synchronization, and redundancy., • Proven ability to act as a trusted technical advisor to clients and executive stakeholders., • Strong understanding of the full project lifecycle from presales through commissioning., • Demonstrated ability to influence technical outcomes through consultation rather than direct control., • Excellent communication skills for executive, client-facing, and cross-functional environments. Desired Skills/Qualifications: • AVIXA CTS-D, CTS-I, or equivalent broadcast-related certifications., • Experience supporting stadiums, arenas, broadcast studios, or enterprise media environments., • Expertise in IP-based media transport and advanced broadcast architectures. Along with competitive compensation, you will be eligible for the following benefits: • Multiple medical plan options to suit your family's needs, • Dental (including orthodontic coverage) and vision plans, • Company paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance, and Employee Assistance Plan (EAP), • Healthcare and Dependent Care Flexible Spending Accounts (FSA), • 401k with Employer Match, • Paid Time Off and Paid Holidays, • Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident Insurance, Pet Insurance, Homeowners and Auto Insurance, Supplemental Term and Dependent Life and AD&D, and Legal Services, • Commuter Benefits Diversified is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All aspects of employment will be based on job requirements, individual qualifications, merit, performance, and business need. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fair and equitable hiring practices and strive to create an environment where all individuals feel valued and empowered. If you require a reasonable accommodation to participate in the application or interview process due to a disability, please contact so we can assist you. Our compensation ranges reflect the cost of labor across several US geographic markets. The pay details below range from our lowest geographic market up to our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills and experience depending on the position offered, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.

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.

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

Role: Vice President of Marketing Status: Perm Location: Nassau County, Long Island Salary: open, plus bonus Role Overview This is a senior leadership role with direct impact on revenue acceleration, reputation, and long term enterprise value. Build a world class marketing engine, elevate brand credibility, strengthen public relations capability, and scale customer engagement in a way that directly accelerates enterprise growth. • Experience in healthcare, life sciences, distribution, or other regulated industries., • Experience supporting executive thought leadership and building senior leader platforms., • Experience leading events strategy and high impact customer engagement programs., • Experience working cross functionally with legal, compliance, and operations teams. Reporting Structure and Leadership Scope The Vice President of Marketing reports directly to the Chief Executive Officer and serves as the most senior marketing leader at the company. This role has direct leadership responsibility for the Marketing and Brand functions. The Vice President of Marketing will work hand in hand with the Chief Growth Officer, the Chief Commercial Officer, and the EVP of Pharmacy Strategy to ensure marketing strategy is tightly aligned with business development, enterprise partnerships, and long cycle institutional sales. Core Responsibilities • The Vice President of Marketing will be responsible for building and executing an integrated, modern marketing function that supports rapid growth, credibility, and disciplined capital deployment., • Lead and scale the Marketing and Brand teams, establishing clear strategy, operating rigor, accountability, and performance metrics., • Design and execute a comprehensive marketing strategy aligned with enterprise revenue goals and long-term brand positioning., • Own all public relations strategy and execution, including media relations, message discipline, and external communications supporting leadership visibility and industry influence., • Build and guide corporate and executive presence across appropriate channels, including LinkedIn and other thought leadership platforms, with a disciplined and values aligned approach., • Partner closely with business development leadership to ensure marketing directly activates pipeline growth, strengthens institutional relationships, and supports strategic account penetration., • Oversee events, conferences, and customer engagement initiatives to ensure strategic alignment, quality execution, and measurable return on investment., • Establish rigorous budget discipline, ensuring marketing dollars are deployed efficiently with clear performance tracking and transparency., • Lead the adoption and integration of advanced marketing technology, analytics, and AI driven tools to improve targeting, content development, insight generation, and performance measurement., • Serve as a trusted advisor to the Chief Executive Officer on reputation, narrative, and external perception during periods of increased visibility. Qualifications Required • 10 plus years of progressive marketing leadership experience, including senior leadership responsibility in a high growth organization., • Proven ability to build, lead, and scale a modern marketing function across brand, communications, and demand generation., • Demonstrated strength in public relations, including media relations, message discipline, and executive communications., • Experience partnering closely with business development and commercial leaders to activate pipeline and support enterprise sales motions., • Strong analytical and financial discipline with a track record of deploying marketing budgets with measurable return., • High fluency with marketing technology and data driven decision making. Demonstrated ability to leverage AI tools to improve speed, precision, and effectiveness across marketing activities., • Exceptional writing and narrative capability with the ability to translate complex topics into clear, credible messaging., • High integrity, discretion, sound judgment, and executive presence. Education • Bachelor’s degree required from a top tier academic institution.

Summary Reporting to the CEO, the Chief Financial Officer (CFO) oversees the management and reporting of New Jersey Family Planning League’s (NJFPL or the “League”) financial activities, including but not limited to accounts receivable, accounts payable, payroll, purchasing, insurance and risk management, banking, tax reporting and audit. The CFO works collaboratively with the CEO on financial trend analysis, strategic planning, forecasting, and streamlining business operations. Responsibilities and duties • Manage all accounting functions including but not limited to accounts receivable, accounts payable, payroll, and purchasing., • Ensure all financial reports are prepared in a timely and accurate manner., • Oversee accounts payable function including but not limited to compliance with expense reporting, capitalization policy, and purchasing procedures., • Prepare and present financial statements and related reports including but not limited to balance sheets, income statements, cash-flow reports, central office budgets, and variance analysis., • Participate in the strategic management of operating costs and prepare financial analysis reports of internal cost control and organizational performance., • Supervise monthly balancing of books and monthly account reviews; prepares and presents monthly financial statements., • Review, evaluate and implement accounting systems, policies, and procedures., • Coordinate annual independent audit and preparation of annual tax documents., • Direct central office budget preparation, reviews budget proposals, and prepares necessary supporting documentation and justification for proposed budgets., • Provide management with timely reviews of organization's financial status and progress., • Ensure compliance with statutory payroll tax reporting., • Responsible for the programmatic and strategic documents for internal and external audits as well as annual budgets, bank reconciliation, and variance analysis reports., • Assist with special projects as required., • Perform other duties as assigned. Strategic Leadership • Serve as a trusted advisor to the CEO and Board on financial strategy and organizational sustainability., • Develop long-range financial plans aligned with the organization’s mission and strategic objectives., • Support board finance and audit committees with timely, clear financial analysis and reporting. Financial Management & Operations • Oversee all accounting functions including general ledger, payroll, accounts payable/receivable, and cash management., • Develop and manage the annual operating and capital budgets., • Monitor financial performance and provide variance analysis and recommendations., • Ensure strong internal controls and financial policies are in place and followed. Compliance & Risk Management • Ensure compliance with GAAP, federal and state regulations, IRS requirements, and funder restrictions., • Oversee annual audit, tax filings (Form 990), and financial reporting requirements., • Manage organizational risk, insurance coverage, and financial safeguards. Grants & Funding Support • Provide financial oversight for grants, contracts, and restricted funds., • Partner with program and development teams on budgeting, grant proposals, and financial reporting to funders., • Ensure accurate tracking and reporting of restricted and unrestricted funds. Team Leadership • Lead, mentor, and develop the finance team., • Foster a culture of accountability, transparency, and continuous improvement., • Collaborate cross-functionally with program, operations, and development teams, • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws., • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Schedule and Time Commitment • Flexible Schedule – The League maintains a flexible schedule. Employees must work a minimum of seven (7) hours per day with a thirty (30) minute lunch period. Employees must begin the workday between 8:00 a.m. and 9:30 a.m. All employees are expected to be available between 9:30 a.m. and 3:30 p.m., • Hybrid Schedule - The League maintains a hybrid work environment. Employees must work in the League office a minimum of 3 days a week and may work in a remote capacity the remaining 2 days per week. Employees may elect to work in the office up to 5 days a week., • Flexible hours and schedule must be coordinated with your supervisor and are subject to change based on business needs., • Very limited travel required., • Attend annual or semi-annual in-person conferences. Required Education and Experience • Bachelor’s degree in Accounting, Finance, or related field (MA/MBA preferred)., • 8+ years of progressive financial leadership experience, preferably in a non-profit setting., • Strong knowledge of non-profit accounting, GAAP, and fund accounting., • Experience working with boards, audits, and financial reporting., • Strong working knowledge of forecasting and financial reports., • Strong working knowledge of data collection, data analysis, evaluation, and scientific method., • Prior experience with accounting software required. NetSuite experience preferred., • Ability to work with all levels of management., • Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm., • Proven leadership and business acumen skills., • Demonstrated ability to supervise and motivate subordinates., • Commitment to excellence and high standards., • Excellent written and verbal communication skills., • Curious mindset and proactive work ethic., • Willingness to learn and grow with the organization., • Strong commitment to the ethos of the organization. Benefits: • 401(k) matching, • Dental insurance, • Employee assistance program, • Health insurance, • Paid time off, • Vision insurance Physical Requirements • Long periods of sitting., • Ability to move throughout the office and walk or get to all areas. EEO statement NJFPL is an equal opportunity employer. All qualified applications will be considered for employment without unlawful discrimination based on race, color, creed, national origin, sex, age disability, marital status, sexual orientation, gender identity and expression, military status, prior record of arrest or conviction or current employment status. NJFPL is deeply committed to diversity, equity, and inclusion. We believe social change happens when people with a wide range of backgrounds, experiences, and identities come together with a common purpose. We aim to build a diverse team that represents New Jersey’s citizens and reproductive justice community. We encourage candidates from backgrounds to apply. Other duties 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. NJPFL employees are expected to be flexible and to take on additional duties as assigned, according to the organization’s needs and the staff member’s skills and abilities. Because we are a non-profit that serves the community, some events or projects may require an occasional night or weekend.

Job Title: Data Scientist Duration: 12 Months (Temp to Hire) Location: Newark, NJ 07102 Job Description: Are you interested in building capabilities that enable the organization with innovation, speed, agility, scalability and efficiency? When you join our organization at Prudential, you'll unlock an exciting and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions. As a Data Scientist on/in the US Businesses PruAdvisors Data Science Team you will partner with Machine Learning Engineers, Data Engineers, Business Leaders and other professionals to build GenAI and ML models to improve advisor experience, perform lead scoring, and increase sales revenue. You will implement AI and machine learning models that will deliver stability, scalability and integration with other advisor products and services. You will implement capabilities to solve sophisticated business problems, deploy innovative products, services and experiences to delight our customers! In addition to deep technical expertise and experience, you will bring excellent problem solving, communication and teamwork skills, along with agile ways of working, strong business insight, an inclusive leadership attitude and a continuous learning focus to all that you do. Responsibilities: • Provide deep technical leadership to a portfolio of high impact data science initiatives involving sales and advisor experience. Identify the optimal sets of data, models, training, and testing techniques required for successful product delivery. Remove complex technical impediments, • Leverage your experience and skills to identify new opportunities where data science and AI can improve experiences, gain efficiencies, and generate sales., • Manage team members in AI/ML and model development, testing, training, and tuning. Apply hands-on experience to ensuring best-in-class model development. Mentor team members in technical skill development and product ownership., • Communicate clearly and concisely, in writing and verbally, all facets of model design and development. Continuously look for insights in models developed and generate new ideas for model improvement., • Manage external vendors in the execution of parts of the data science development process as needed., • Leverage continuous integration and continuous deployment best practices, including test automation and monitoring, to ensure successful deployment of ML models and application code on Prudential's AI/ML platform., • Bring a deep understanding of relevant and emerging technologies, give technical direction to team members and embed learning and innovation in the day-to-day., • Work on significant and unique issues where analysis of situations or data requires an evaluation of intangible variables and may impact future concepts, products or technologies., • Familiarity with Python, SQL, AWS, and JIRA., • Familiarity with LLMs, deployment of LLMs, RAG, LangChain, LangGraph, and Agentic AI concepts. The Skills and expertise you bring:, • Applied Statistics, Computer Science, or Engineering or experience in related fields with a focus on machine learning, AI, and LLMs., • Junior category industry experience with responsibility for developing and delivering advanced quantitative, AI/ML, analytical and statistical solutions., • Ability to lead a small team with minimal guidance and effectively leverage diverse ideas, experiences, thoughts and perspectives to the benefit of the organization to deliver AI products., • Ability to influence business stakeholders and to drive adoption of AI/ML solutions., • Experience with agile development methodologies, Test-Driven Development (TDD), and product management., • Knowledge of business concepts, tools and processes that are needed for making sound decisions in the context of the company's business, • Demonstrated ability to mentor and operational management of data science team based on project requirements, resourcing requirements, and planning dependencies as appropriate, anticipate risks and bottlenecks and proactively takes actions, • Excellent problem solving, communication and collaboration skills, and stakeholder management, • Significant experience and/or deep expertise with several of the following:, • Machine Learning and AI: Understanding of machine learning theory, including the mathematics underlying machine learning algorithms. Expertise in the application of machine learning theory to building, training, testing, interpreting and monitoring machine learning models. Expertise in traditional machine learning models (unsupervised, XGBoost, etc.) and Large Language Models (OpenAI, Claude)., • Model Deployment: Understanding of model development life cycle, CI/CD/CT pipelines (using tools like Jenkins, CloudBees, Harness, etc.), A/B testing, and pipeline frameworks such as AWS SageMaker, and newer AWS/Azure Agentic AI infrastructure products., • Data Acquisition and Transformation: Acquiring data from disparate data sources using APIs and SQL. Transform data using SQL and Python. Visualizing data using a diverse tool set including but not limited to Python., • Database Management Systems: Knowledge of how databases are structured and function in order use them efficiently. May include multiple data environments, cloud/AWS, primary and foreign key relationships, table design, database schemas, etc., • Data Analysis and Insights: Analyzing structured and unstructured data using data visualization, manipulation, and statistical methods to identify patterns, anomalies, relationships, and trends., • Programming Languages: Python and SQL

Company Description Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees. Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success. Our Mission: We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action. Our Values: To put Human Experience at the heart of organizations so every person can be seen and understood. * Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions. * Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same. * Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow. * Dare to innovate:We challenge the status quo with creativity and innovation as our true north. * Better together:We check our egos at the door. We work together, so we win together. Press Ganey's Strategic Consulting team partners with healthcare clients to overcome their biggest challenges. To listen smarter, act faster, and give their teams the tools and skills they need to improve Human Experience, and stay ahead of what's next. We are seeking a seasoned, strategic senior level leader to own and evolve our proposal development, consulting project budgeting/oversight, and business process governance. This Senior Director will serve as the central authority for operational tooling, process automation, and delivery performance visibility, while partnering closely with Consulting & Advisory teams. This role is critical to accelerating our growth by establishing operational excellence, improving cross functional consistency, and maximizing the effectiveness of staff. Duties and Responsibilities Project Budgeting, Proposals & Financial Leadership • Develop and maintain SOPs for business operations and project financial governance., • Support creation of, review, approve, and refine proposals, project budgets, pricing structures, and financial models for consulting services., • Own core operational processes across the business, identifying opportunities for standardization, automation, and efficiency improvements., • Enhance user experience for critical tools, including Kantata (professional services automation platform) and Salesforce to enable visibility and accountability for project and service line performance, and enhance forecasting, capacity planning, and financial tracking., • Partner with senior leadership to design and implement scalable operational strategies that support continued growth (e.g., new consultant onboarding; practice area training/cross-training)., • Mentor and develop operational staff, ensuring they have clear frameworks to deliver highquality work., • Act as a senior advisor on operational maturity, identifying longterm improvements in project governance, forecasting, and financial rigor. Location: The Senior Director role can be fully remote within the United States or, for team members located near one of our hub offices in Chicago, South Bend, or Boston, work onsite three days a week (Tuesday-Thursday) and work from home the remaining days. Qualifications • 10+ years of experience in consulting/business operations, project finance, PMO leadership, or a similar function (combination of consulting plus professional/managed services/SaaS preferred)., • Deep expertise in project management, budgeting, forecasting, and financial model development., • Experience drafting and approving proposals, ensuring all assigned proposals are reviewed prior to client delivery., • Healthcare industry experience highly preferred., • Strong proficiency with professional services automation tools; experience with Kantata is highly preferred., • Demonstrated ability to build processes, automate workflows, and drive operational change across crossfunctional teams., • Proven success supervising or mentoring team members and scaling processes in a growth environment., • Excellent analytical, strategic thinking, communication, and stakeholder management skills. Education Bachelor's degree in business or related field; Master's preferred Travel up to 10% Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Additional Information for US based jobs: Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class. Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. The expected base salary for this position ranges from $127,000 - $165,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results. All your information will be kept confidential according to EEO guidelines. Our privacy policy can be found here:___

The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: • Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US., • Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs., • Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio., • Lead the internal approval process with the risk, middle office and other support areas., • Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: • Contribute to the development of the Santander’s receivable monetization capabilities., • Grow business through developing new relationships and by maintaining and enhancing existing revenue streams., • Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process., • Ensure understanding of the Bank’s operating practices and governance and ensure these are followed in line with the guidelines., • Provide pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank’s capital models and presenting the transactions to the relevant committees, where applicable., • Perform first line of defense role for the bank across all risks: Financial / Credit, Legal, Reputational, Regulatory, Compliance, etc., • Reporting to senior management regarding the progress of the commercial agenda. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: • Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies., • Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets., • Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies., • Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations., • Knowledge of credit risk evaluation techniques for both corporates and securitizations., • Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.)., • Ability to explain IFRS and US-GAAP sale accounting., • Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression., • High motivation, proactivity, and accomplished business origination skills., • 5+ years of experience in Structured Finance products or Receivable Finance with a minimum of 1 year in each., • High level of presentation and organizational skills., • Understanding the competitive market and the role of technology within Trade Finance., • Capability to develop relationships inside the organization to collaborate across geographical boundaries., • Bachelor’s degree, or equivalent, • English language proficiency. Desirable, But not Required • Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance)., • Knowledge of ERP systems such as SAP / Oracle / Sage., • Additional languages (particularly Spanish)., • Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk)., • Experience in the syndication of trade finance assets to buy-side investors. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity—An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm's strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm's tax‑aware philosophy. The CIO leads and oversees the Investment Committee, sets investment policy, and guides firm‑wide research, asset allocation, and manager selection. This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‑performing investment team. • Flexibility to manage your days in support of our commitment to work/life balance., • Join a culture that has received multiple top "Places to Work" awards., • Great work is accomplished when cultures, ideas and experiences come together to create new solutions., • Embracing our differences is what unites us as a team and strengthens our foundation., • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work., • Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld., • Strategic Investment Direction: Define and evolve the firm's long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy., • Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements., • Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments., • Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes., • Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent. Prior integration and project management experience a plus., • Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts., • Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education., • Cross‑Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firm‑wide initiatives., • Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements., • Bachelor's degree in Finance, Economics, or related field., • 15+ years of progressive investment management experience, including leadership of investment teams., • Demonstrated experience in portfolio construction, manager selection, and risk management., • Strong knowledge of tax‑aware portfolio construction and tax‑efficient implementation techniques., • Excellent communication skills with experience presenting to senior executives, advisors, and clients., • Chartered Financial Analyst (CFA) designation., • Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role., • Experience managing multi‑asset and alternative strategies within an RIA or wealth management environment., • Familiarity with portfolio management systems, performance attribution tools, and trading platforms. EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long‑range perspective to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start‑ups, global public firms, and middle‑market companies, as well as high net worth individuals, family offices, not‑for‑profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: Iselin #J-18808-Ljbffr

Bonus, Fully Paid For Benefits/Unlimited PTO This Jobot Job is hosted by: Patrick Murphy Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: Our client is a large fast growing crypto company. Why join us? Fully Remote Excellent benefits 401K match Career growth Job Details This role offers a unique opportunity to work on high-impact strategic initiatives, including M&A activity, financial planning, and executive-level decision support. The ideal candidate will have a background in investment banking, private equity, or a related field, and a passion for supporting innovation in a fast-moving industry. Responsibilities: Design and manage financial models, forecasts, and budgets to drive business strategy and planning Evaluate acquisition opportunities through financial due diligence, valuation modeling, and synergy assessments Contribute to transaction execution, including deal structuring, advisor coordination, and integration efforts Lead monthly, quarterly, and annual reporting processes with detailed variance analysis and performance tracking Conduct market and competitor research to identify growth opportunities within the aerospace sector Collaborate with senior leadership on long-term planning, capital allocation, and strategic initiatives What We’re Looking For 4+ years of experience in investment banking, private equity, or related financial roles Strong financial modeling, valuation, and analytical expertise Solid understanding of corporate finance and accounting principles Experience performing market research, due diligence, and industry analysis Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Citizens employs a group of experienced advisors that help individuals and families attain their financial 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

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. Wealth Advisors 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 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.

Job DescriptionFraud warning: It's common for scammers to create positions that look legitimate on other sites. To ensure your submission is considered, only apply for positions at Sensor Tower through our company website or through posts directly associated with Sensor Tower company profiles on sites such as LinkedIn, Indeed, BuiltIn or Hackajob. At no point will Sensor Tower ever ask for money, credit card, or bank account information to complete a job application. Communications received from Sensor Tower are only sent by e-mail addresses ending in sensortower.com. All Sensor Tower interviews will be conducted via phone or Zoom. At no time will a conversation be moved to an alternative email outside of sensortower.com or text. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume when applying. To all recruitment agencies: Sensor Tower does not accept third party resumes. Please do not send resumes to our jobs alias, Sensor Tower employees or any other organization location. Sensor Tower is not responsible for any fees related to unsolicited resumes. Sensor Tower will not pay any third-party agency or company that does not have a signed agreement with Sensor Tower. About this role: This role acts as the primary advisor for the AMER – East/EMEA sales team, managing all aspects of contract and deal management. Key responsibilities include ensuring timely and accurate Order Forms, maintaining Salesforce data hygiene, obtaining approvals for pricing and payment terms, processing amendments, and supporting the sales team in structuring fully approved deals. The Deal Desk role plays a critical, cross-functional role in optimizing the sales cycle, ensuring compliance, and supporting strategic growth. This position demands a blend of operational efficiency, advisory capabilities, and a commitment to continuous process improvement. Salary: 110K - 135KKey Resposibilities • Order-to-Cash Cycle Management: Thoroughly review, process, and validate all incoming Order Forms, Sales Support requests, and Bookings to ensure accuracy, completeness, and adherence to company policies and pricing structures. This includes verifying customer details, product configurations, contractual terms and any non-standard terms., • Service Level Agreement (SLA) Adherence: Diligently monitor and meet all established process Service Level Agreements (SLAs) for deal review and booking, maintaining a consistent flow in the sales pipeline and ensuring a positive experience for both the sales team and internal stakeholders., • Documentation and Policy Governance: Maintain, coordinate, and actively participate in the drafting and regular updating of our internal Deal Desk guides, policies, and procedural documentation. This documentation must accurately reflect current best practices related to deal processing, booking logic, and internal compliance standards., • System Implementation and Optimization: Actively assist the team with the configuration, testing, and rollout of critical tools, including a CPQ system, ensuring it meets the evolving needs of the sales organization and integrates smoothly with other enterprise systems., • Project Leadership and Analytical Support: Execute and assist on all internal strategic initiatives aimed at improving sales efficiency and financial integrity. Provide essential support on additional projects and conduct detailed analysis as needed to inform decision-making regarding pricing, discounting, and deal structure., • Trusted Deal Advisor: Serve as a primary point of contact and trusted advisor to the Sales, Legal, and Finance teams, offering expert guidance on complex deal-related questions, booking requirements, revenue recognition impacts, and established internal processes. Facilitate communication to expedite deal closure while maintaining compliance., • Sales Training and Enablement: Assist in sales training and enablement sessions focused on quoting procedures, pricing policies, and mandatory process requirements. This ensures the sales organization is proficient in utilizing quoting tools and adhering to our booking policy., • Process Improvement and Collaboration: Proactively collaborate with other internal stakeholders, including Finance, Revenue Operations, and IT, to continuously review and refine existing processes, aiming for maximum efficiency, scalability, and compliance with all internal and external regulations (SOX)., • Ad-Hoc Duties: Perform additional duties, analyses, and administrative tasks as assigned by management to support the broader operational and strategic objectives of the Deal Desk teams.Experience, • A minimum of 3-5 years of experience in Deal Desk or Sales Operations within a SaaS environment, including expertise in contract review, compliance review and/or drafting, and a solid understanding of negotiation strategy., • Demonstrated ability to thrive in a high-velocity, fast-paced professional environment., • Proficiency with CPQ systems and experience with CPQ implementation processes., • Exceptional organizational capabilities and proven effective communication skills, both verbal and written., • Salesforce Systems Administrator experience a plus

The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients. One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the r

You will work cross-functionally with asset management, third-party property managers, lenders, and external accounting providers to ensure accurate reporting, disciplined cash management, and clear financial visibility across assets. Controller - Real Estate Asset Management & Strategic Advisor

Our client, a prestigious global hedge fund located in Hudson Yards, Manhattan is looking for a Temporary Senior Corporate Access Manager to join their team for a maternity leave coverage. This position will serve from 9-12 months, staring in April/May, and will operate on a 4/1 hybrid schedule between the hours of 8:00am-5:30pm with overtime as needed. Compensation is DOE. Responsibilities: Corporate Access Execution & Broker Management Act as the primary point of contact for global brokers on all corporate access related matters. Manage ongoing broker communication regarding priorities, access requests, scheduling, feedback, and process updates. Review corporate access flow and broker performance, proactively identifying gaps, duplication, or overconsumption. Serve as escalation point when access is constrained, working directly with brokers and corporates to resolve issues. Maintain strong relationships with senior broker corporate access and sales teams to protect access quality and firm positioning. Ensure corporate access activity aligns with broker value, commercial arrangements, and governance expectations. Investment Team Coverage Partner closely with Portfolio Managers and Analysts to understand evolving corporate access needs and priorities. Conduct regular check-ins with investment teams to ensure access delivery aligns with strategy and coverage. Coordinate and manage high-value 1x1 meetings, expert calls, roadshows, and bespoke access requests. Provide guidance on messaging and approach to corporates and IR teams, particularly where access is sensitive or constrained. Act as a trusted advisor to investment teams on access feasibility, timing, prioritization, balancing competing demands across teams and strategies. Conferences, Events & Bespoke Access Review and triage all major broker-hosted conferences, assessing relevance, overlap, and prioritization. Coordinate selected high-priority conferences end-to-end, including requests, allocations, scheduling, and broker communication. Manage seat restrictions and allocation decisions in collaboration with brokers and internal stakeholders. Create/support bespoke trips, reverse roadshows, and ad hoc corporate access events as required. Ensure timely communication of schedules, deadlines, and changes to investment teams and assistants. Process, Systems & Governance Ensure all corporate access activity is accurately logged in internal systems, supporting data quality and reporting. Lead broker review meetings for Research & Corporate Access and support the broker vote process, coordinating with Procurement and relevant stakeholders. Oversee feedback collection following senior-level meetings and ensure learnings are shared appropriately. Support data tracking and reporting related to usage, access quality, and broker performance. Support ongoing development and refinement of existing tools and workflow, partnering with technology teams as required. Global Coordination & Team Support Act as a central contact for regional assistants and corporate access coordinators on process and execution questions. Provide troubleshooting support for systems, scheduling, and broker-related issues. Ensure consistent standards and workflows across regions during the coverage period. Liaise with Operations, Compliance, and Procurement as required. Experience: 5+ years' experience in corporate access, research management, or a closely related role within a hedge fund, asset manager, or sell-side institution. Strong understanding of global broker networks, corporate access dynamics, and buy-side governance requirements. Proven ability to manage senior investment professionals and external stakeholders with confidence and credibility. Highly organized, detail-oriented, and comfortable managing a high volume of parallel requests and deadlines. Experience coordinating conferences, roadshows, and bespoke corporate access events. Strong systems aptitude; experience with corporate access platforms and CRM-style tools preferred. Excellent communication skills, and ability to exercise sound judgement and discretion in high pressure, relationship-sensitive situations. Comfortable operating with ambiguity and making pragmatic decisions in a fast-paced investment environment. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Our New York office has an immediate need for a Senior ETF Product Specialist. Cultivate relationships with financial advisors, institutions, and key stakeholders to promote ETF adoption and expand market presence. Serve as a brand ambassador by representing the firm at industry conferences, advisor

Please make an application promptly if you are a good match for this role due to high levels of interest. Doctor of Medicine | Otolaryngology Location: New York Employer: Pay: Competitive weekly pay (inquire for details) Start Date: ASAP About the Position LocumJobsOnline is working with to find a qualified Otolaryngology MD in New York! This Job at a Glance Job Reference Id: ORD-210329-MD-NY Title: MD Dates Needed: June and ongoing Shift Type: Day Shift; 24-Hour Call Assignment Type: Inpatient; Clinic Call Required: Yes Board Certification Required: Negotiable Job Duration: Locums About the Facility The facility operates as a Level III trauma center with less than 100 beds providing comprehensive emergency and surgical services. The hospital maintains both inpatient and clinic capabilities to support full scope ENT services with modern medical equipment and dedicated support systems. The institution serves as a critical care facility with specialized trauma capabilities requiring otolaryngology consultation and surgical intervention. About the Facility Location This area features outdoor recreation opportunities including Buttermilk Falls Park and Nyack Beach State Park, along with cultural attractions such as the Edward Hopper House Museum & Study Center and Elmwood Playhouse. The region offers riverfront strolling areas and maintains several parks and recreational spaces including Memorial Park. Visitors can explore local landmarks and enjoy the natural scenery while accessing various community amenities throughout the area. About the Clinician's Workday The ENT physician will provide comprehensive otolaryngology services across inpatient and clinic settings with primary focus on clinic operations. Responsibilities include managing full scope ENT cases including trauma with day shift coverage and participating in call rotation 2-3 days per week. The clinician will handle a caseload of 12-16 patients per day and must maintain New York licensure while obtaining Pennsylvania licensure. The position requires board certification that is negotiable and involves 60-day credentialing timeline for this ongoing locum coverage. Additional Job Details Case Load/PPD: 12-16 Support Staff: Nursing staff, medical assistants, and administrative support Patient Population: All Ages Location Type: On-Site Government: No Why choose ? Our services are 100% free for clinicians and are designed for a seamless experience with every assignment: Precision job matching with proprietary algorithm Rapid credentialing with Axuall Digital Wallet Concierge support with a dedicated clinician deployment specialist Digital hub for assignment details Contact: About The need has never been greater to connect great clinicians and great healthcare facilities. That’s what we do. Every day. We’re . We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you’re looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. xkddfxh Our agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf. 1715337EXPPLAT

The Senior Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. Senior Client Partner, Financial Services. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies tha

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client first mindset, a

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance

Under immediate supervision, client services associate (registered) assists one or more financial advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f

We offer tremendous guidance, encouragement, and training for those who want to take this path. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that include

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. Internal Client Advisor Associate. Provide superior client service by being responsive, thoug

As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex's largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex's solutions. Demonstrated success in cross-functional collaboration and inf