Trabajos financial advisor en Estados Unidos

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

Assistant Vice President, AI Training Data Services SME Leading at Cognizant This is a Leadership role at Cognizant. We believe how you lead is as important as what you deliver. Cognizant leaders at every level: Drive our business strategy and inspire teams around our future. Live the leadership behaviors, leading themselves, others and the business. Uphold our Values, role modeling them in every action and decision. Nurture our people and culture, creating a workplace where all can thrive. At Cognizant, leadership transcends titles and is embodied in actions and behaviors. We empower our leaders at every level to drive business strategy, inspire teams, uphold our values, and foster an inclusive culture. About the role As a Assistant Vice President, SME for Cognizant’s AI Training Data Services group, you will make an impact by leading the sales and promotion of our cutting-edge AI Training Data Services to prospective clients. This role involves consultative selling, strategic guidance, and offering development, tailored to each client’s unique needs. This is a multifaceted and high-impact position that blends Sales, Strategy, Transformation, and Offering Development. Success requires agility, business acumen, and the ability to pivot across roles depending on the stage of engagement. You will be a valued member of the IOA Services team and work collaboratively with the larger Cognizant ecosystem and executives to define priorities and execution roadmaps to grow the AI Training Data Services group. In this role, you will: * Engage with clients to understand their data training requirements and define customized solutions. * Define the services and strategic roadmap for the AI Training Data Services based on market trends, knowledge, and evolving landscape. * Identify and cultivate strategic partnerships to deliver comprehensive, end-to-end solutions that address client needs and enhance service value. * Establish thought leadership by engaging with industry analysts, contributing to white papers, and representing the organization in key forums to elevate market presence and credibility. * Be a sales leader to Cognizant’s AI Training Data Services group. * Evaluate and recommend optimal solution configurations for clients. * Drive the development and implementation of AI training services at client locations. * Navigate complex deal cycles by wearing multiple hats—acting as a strategist, sales leader, transformation advisor, and solution architect. * Collaborate cross-functionally to shape offerings that align with client goals and business outcomes. * Act as a trusted advisor while fostering a culture of innovation. * Consistently demonstrate the Cognizant Way to Lead, which means operating with Personal Leadership (building trust, collaboration, and inclusion), Organizational Leadership (driving vision and purpose, demonstrating a strategic and enterprise mindset, and creating and communicating a bold direction that inspires purpose), and Business Leadership (exemplifying client focus, managing ambiguity with accountability and results, and operating with financial acumen) What you need to have to be considered * 20+ years of industry domain experience with at least 15+ years in sales/account management and business development roles within the IT services industry. * Deep industry expertise in Financial Services, Insurance, and/or Healthcare sectors. * Expertise in revenue growth and margin, deal win rate, NPS, and delivery metrics. * Background selling new offerings and services to prospective clients nationally. * Experience in Go-To-Market strategy and ensure high quality delivery. * Experience and knowledge of AI technologies. * Embodiment of the Cognizant Way to Lead: Leading Self, Leading Others, & Leading the Business * The embodiment of Cognizant’s Values of: Work as One, Dare to Innovate, Raise the Bar, Do The right Thing, & Own It These will help you succeed * Experience and knowledge of AI technologies. * Experience with implementing new offerings and programs. Work model – Hybrid We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role’s business requirements, this is a hybrid position requiring 4 days a week in a client or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you’re engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. Salary and Other Compensation: Applications will be accepted until December 1, 2025. The annual salary for this position is between $155,000- $250,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant’s discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant’s applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: • Medical/Dental/Vision/Life Insurance, • Paid holidays plus Paid Time Off, • 401(k) plan and contributions, • Long-term/Short-term Disability, • Paid Parental Leave Employee Stock Purchase Plan

Who We Are: We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). We're committed to creating an environment where every person can thrive. Our employee experience is grounded in four tenets that guide how we support our people: purposeful careers, growth opportunities, community impact, and support to thrive. In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive compensation, incentives, excellent benefits and the opportunity to build a rewarding career. Are you in? Primary Purpose: 401 Eagle Run Road, Newark, Delaware 19702 701 9th Street. NW Washington, Washington, DC 20068 5100 Harding Highway Mays Landing, New Jersey 08330 5 Collins Drive Carneys Point, New Jersey 08069 PRIMARY PURPOSE OF POSITION Develops and/or leads teams in studies, plans, criteria, specifications, calculations, evaluations, design documents, performance assessments, integrated systems analysis, cost estimates, budgets, associated with the planning, design, licensing, construction, commissioning, operation, and maintenance of Exelon's electric generation, transmission, distribution, gas and telecommunication facilities/systems. Provides consultation and recommendations to the Company within and to other business units and/or customers as a result of studying company or customer-owned systems, processes, equipment, vehicles or facilities. Reviews financial data from budget and actual costs of projects. Provides technical expertise to strategic, legislative and operational decisions. Participates in creating, updating, and applying internal/industry standards and technology in a specialized area of expertise. Trains and mentors others. Position may be required to work extended hours for coverage during storms or other energy delivery emergencies. Primary Duties: PRIMARY DUTIES AND ACCOUNTABILITIES • Leads the Advisor Committee by keeping discussions focused, tracking commitments, and making sure insights turn into actionable work. Runs training and further check-ins to ensure value is obtained., • Identifies operational difficulties and documents the R&D matching technology options so leadership sees exactly what solutions are worth pursuing., • Develops and clearly communicates scopes of work, business cases, and project recommendations for new technologies, ensuring requirements, costs, benefits, and risks are understood upfront to enable confident investment decisions and smooth project execution., • Provides engineering support and completes assigned deliverables for projects like V2G, DERMS, and Smart Inverter work as a dedicated Engineering POC for those teams., • Evaluates and summarizes not-yet-pursued emerging technologies with practical assessments, focusing on proven, scalable solutions that align with grid needs, and presents concise findings to inform quick and effective leadership decisions., • Supports the grant department and University partnership opportunities that reduce internal spend and expand the reach of priority initiatives., • Supports patent work by confirming the business value and coordinating with legal to protect meaningful innovations., • Leads and performs assignments in specialized areas requiring extensive engineering expertise. Requiring maintaining state of the art engineering credential in the specialized technical area., • Leads and performs engineering tasks and projects associated with a critical or analytical engineering project or a small number of complex projects that require specialized knowledge in many areas, may include field testing troubleshooting, and peer review., • Evaluates, develops, implements and leads projects that have significant financial and operational impact, may also develop initial commissioning plans. Plans, writes and performs tasks for documentation deliverables and projects, • Participates in department planning, through field/site walkdowns, attend meetings/conference calls, provide budget recommendations and monitor performance for the accomplishment of committed results., • Performs assignments while acting independently, and may lead multi-discipline teams, may include providing direct oversight of contractors., • Serves as an expert in specialized area., • Acts as an expert witness or provide expert opinions as required., • Provides recommendations to management and implements action plans to improve performance and cost effectiveness., • Provides detailed technical training, mentorship, peer review, and/or guidance to others., • Participates in technical and industry societies and committees to enhance knowledge of new technologies or issues in areas of company interest, make recommendations for business decisions regarding strategy for new technologies and/or engineering techniques and tools. Job Scope: JOB SCOPE, • Influences project decisions having a significant impact on the company., • Bachelor of Science degree in Engineering or Licensed Professional Engineer (2) (3) Knowledge of engineering designs, principles and practices, • Ability to analyze and interpret complex electrical and mechanical systems., • Knowledge and ability to apply problem solving approaches and engineering theory., • Detailed knowledge of applicable standards, codes methods, and practices unique to areas of expertise., • 7+ years of professional engineering experience (1) (3) (See Note 3. Thorough knowledge and experience in unique areas of engineering expertise., • Ability to apply advanced engineering principles to identify and resolve complex issues., • Minimum of three related career experiences (4) (i.e., changes in technical job responsibilities, which may or may not include a change in department) OR, • Lead Member of a recognized industry committee OR, • Professional Engineer's License (2), advanced technical degree, MBA or Project Management Certification (1) Master's degree in Engineering reduces the OJT experience requirement by 1 year. (2) License must be issued by the state in which you are practicing. (3) PE License reduces the OJT experience requirement by 1 year. (4) Career related experiences is defined as changes in technical job responsibilities and does not have to include a change in department., • Existing Information with EPRI, NETRAC, CEATI, IEEE, etc., • Graduate degree (1) or Graduate level work in Engineering, Business Administration or Project Management Certification, • Licensed Professional Engineer (2) (3), • Strong teamwork, interpersonal skills and the ability to communicate with all management levels., • Strong written and oral communication skills., • Ability to analyze industry wide trends and implement enhancements. Benefits:, • Annual salary will vary based on a candidate’s skills, qualifications, experience, and other factors: $103,200.00/Yr. – $141,900.00/Yr., • Annual Bonus for eligible positions: 15%, • 401(k) match and annual company contribution, • Medical, dental and vision insurance, • Life and disability insurance, • Generous paid time off options, including vacation, sick time, floating and fixed holidays, maternity leave and bonding/primary caregiver leave or parental leave, • Employee Assistance Program and resources for mental and emotional support, • Wellbeing programs such as tuition reimbursement, adoption and surrogacy assistance and fitness reimbursement, • Referral bonus program

SUNY Maritime College Location: Bronx, NY Category: Administrative & Professional Job Type: Full-time Posted On: Thu Mar 19 2026 Job Description: Duties and Responsibilities: • Represent the College in recruitment activities in a knowledgeable, professional, and effective manner to prospective freshman, transfer, and graduate students and their families, • Manage and execute comprehensive recruitment strategies within an assigned high-priority territory, including strategic travel planning, relationship development, and outreach aligned with institutional enrollment goals, • Develop and maintain relationships with high school counselors, community colleges, four-year institutions, graduate feeder programs, and community-based organizations to support recruitment pipelines, • Identify and cultivate transfer and graduate recruitment opportunities, including articulation partnerships and academic program pipelines, • Conduct information sessions and presentations (in-person and virtual) for prospective students, families, school counselors, and community organizations across multiple entry pathways, • Counsel prospective students on academic programs, admissions requirements, transfer credit evaluation, graduate program requirements, financial aid opportunities, the Regiment of Cadets, and student life, • Review, evaluate, and render admissions decisions for freshman, transfer, and graduate applicants in accordance with institutional policies and academic standards, • Maintain integrity and consistency in application review processes and assist with quality control in admissions evaluation workflows, • Analyze territory performance, application trends, and enrollment data to inform recruitment strategy and adjust outreach efforts to meet enrollment targets, • Play an active role in yield initiatives, including admitted student events, transfer and graduate information sessions, and outreach campaigns designed to convert applicants to enrolled students, • Collaborate with campus partners including academic departments, Enrollment Services, Athletics, the Regiment of Cadets, and University Relations to support coordinated recruitment and enrollment efforts, • Assist in the planning and execution of on-campus admissions events, open houses, accepted student programs, and special visit experiences, • Support the campus visit program, including information sessions, campus tours, and specialized visits to ensure a high-quality experience for prospective students and their families, • Provide mentorship, guidance, or support to junior admissions staff or student ambassadors as appropriate, • Assist in staffing the Admissions Office and provide support for prospective student engagement during campus visits, • Respond to inquiries and communications from prospective students and families in a timely and professional manner, • Maintain accurate and confidential records within the CRM and student information systems, • Attend on-campus and off-campus recruitment events, including evenings and weekends as required, • Perform other duties as assigned that support the strategic goals of the Office of Admissions Job Requirements: Required Qualifications: • Bachelor's degree, • 3-5 years of professional college admissions recruitment, or related higher education experience, • Demonstrated ability to manage recruitment territories and meet enrollment objectives, • Strong interpersonal, communication, analytical, and presentation skills, • Ability to work independently and collaboratively within a team environment, • Valid driver's license free of major violations and ability to travel extensively, • Experience working with freshman, transfer, and graduate admissions populations, • Experience evaluating transfer credits or graduate program applicants, • Knowledge of Banner Student Information System, • Experience using Slate CRM or similar admissions technology platforms, • Proficiency in Microsoft Office Suite, • Strong commitment to student service and supporting diverse student populations Additional Information: Classification/Salary Range: The Senior Admissions Counselor is a UUP position. The anticipated salary range is $57,151 - $60,000. Salary will be commensurate with experience with an outstanding benefits package (for more information please see the ). Review of applications to commence immediately and conclude when the position is filled. Special Notes: This is a full-time calendar year appointment UUP Position. Fair Labor Standard Acts (FLSA) Exempt position, not eligible for the overtime provisions of the FLSA. Internal and external search to occur simultaneously. Budget Title: Admissions Advisor Local Title: Senior Admissions Counselor Line #: 00710 SUNY Maritime College is an Equal Opportunity/Veterans/Disabled/Affirmative Action employer, committed to recruiting, supporting and fostering a diverse community of outstanding faculty, staff and students. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For our full non-discrimination statement, see: . SUNY Maritime College is committed to maintaining a safe environment for its students, faculty, staff, volunteers and the general public that use our facilities. Therefore, in order to ensure the hiring of employees of the highest integrity and to maintain a safe campus community, SUNY Maritime College will conduct pre-employment background investigations on all individuals for whom employment is to be offered. Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at . In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (718) 409-7305. It can also be viewed online by selecting University Police > Safety Information > Clery Safety Report (Annual Security & File Safety). Compensation details: 57151 PI20d091e5a6fd-25405-40024177

SUNY Maritime College Location: Bronx, NY Category: Administrative & Professional Job Type: Full-time Posted On: Thu Mar 19 2026 Job Description: The Regional Admissions Counselor - Long Island, NY serves as the primary representative of SUNY Maritime College within Nassau and Suffolk Counties and assigned downstate markets. This position is responsible for the strategic development and management of a geographically defined recruitment territory, inclusive of freshman, transfer, and graduate student populations. The Regional Admissions Counselor develops and implements comprehensive recruitment strategies aligned with institutional enrollment goals, builds strong partnerships with secondary and post-secondary institutions, and supports prospective students through the admissions and enrollment process. This position requires frequent in-territory travel during peak recruitment seasons and periodic travel to campus to support major admissions programs and enrollment initiatives. This is a remote position. Must be able to travel to SUNY Maritime to participate in on-campus admissions programs including Open Houses, Graduate Information Sessions, Accepted Student Days, daily tours, interviews, and virtual programming (including evenings and weekends as required). Duties and Responsibilities: • Represent the College in recruitment activities in a knowledgeable, professional, and engaging manner to prospective freshman, transfer, and graduate students, • Strategically manage and develop the Long Island recruitment territory, including public and private high schools, charter schools, community colleges, four-year institutions, graduate feeder programs, maritime and industry partners, and community-based organizations throughout Nassau and Suffolk Counties, • Develop and execute an annual territory recruitment plan aligned with institutional enrollment goals and strategic priorities, • Conduct fall and spring recruitment travel, including high school visits, community college outreach, transfer fairs, graduate school fairs, college fairs, financial aid nights, industry events, and virtual programming, • Build and maintain strong relationships with school counselors, transfer advisors, faculty, graduate program directors, alumni, and community leaders, • Counsel prospective students and families on academic programs, admissions requirements, transfer credit evaluation processes, graduate program prerequisites, financial aid opportunities, career outcomes, and the Regiment of Cadets (where applicable), • Develop targeted outreach strategies to expand transfer and graduate pipelines, including partnerships with four-year institutions and industry-affiliated professionals, • Represent undergraduate and graduate programs at both in-person and virtual information sessions, • Read, evaluate, and render admissions decisions for freshman, transfer, and graduate applicants consistent with institutional policies, mission, and enrollment priorities, • Serve as the primary point of contact for admitted students within the territory, • Develop and execute territory-specific yield initiatives, including admitted student receptions and information sessions, • Provide proactive outreach to deposited students to support onboarding milestones and reduce summer melt, • Collaborate with Enrollment Services, Student Affairs, Academic Departments, and other campus partners to remove enrollment barriers and ensure a seamless transition to enrollment, • Participate in all on-campus admissions events, including Open Houses, Accepted Student Days, Graduate Information Sessions, interviews, and special programs (including evenings and weekends), • Assist in staffing the Welcome Center during designated campus periods, • Conduct individual appointments (virtual and in-person) with prospective students and families, • Support the execution of the admissions communication plan and assist with outreach campaigns, • Maintain accurate documentation of recruitment activity and student interactions within the CRM system, • Maintain confidentiality and integrity when managing sensitive personal, academic, and financial records, • Work collaboratively with Athletics, Academic Departments, Enrollment Services, NROTC, the Regiment of Cadets, Student Services, and University Relations to support recruitment and enrollment initiatives, • Perform other duties as assigned that support institutional enrollment objectives Job Requirements: Required Qualifications: • Bachelor's degree from an accredited institution, • Minimum of 2-3 years of progressive professional admissions experience, including territory management and application review, • Demonstrated success in achieving enrollment goals and managing a geographically defined recruitment territory, • Experience recruiting across multiple student populations (freshman, transfer, and/or graduate), • Strong analytical skills and experience using enrollment data to inform recruitment strategy, • Excellent presentation, communication, and interpersonal skills, • Ability to work independently with minimal supervision and exercise sound professional judgment, • Experience in graduate recruitment strategy development, • Knowledge of Banner Student Information System, • Experience with Slate CRM and data reporting tools, • Experience mentoring or leading recruitment initiatives, • Familiarity with maritime, engineering, logistics, or transportation-related academic programs, • Demonstrated commitment to serving diverse student populations Additional Information: Classification/Salary Range: The Regional Admissions Counselor is a UUP position. The anticipated salary range is $57,151 - $60,000. Salary is commensurate with experience with an outstanding benefits package (for more information please see the UUP-FT-Benefits-at-a-Glance.pdf). Review of applications to commence immediately and conclude when the position is filled. Special Notes: This is remote full-time calendar year appointment UUP Position. Fair Labor Standard Acts (FLSA) Exempt position, not eligible for the overtime provisions of the FLSA. Internal and external search to occur simultaneously. Budget Title: Admissions Advisor Local Title: Regional Admissions Counselor - Long Island, NY Line #: 00709 SUNY Maritime College is an Equal Opportunity/Veterans/Disabled/Affirmative Action employer, committed to recruiting, supporting and fostering a diverse community of outstanding faculty, staff and students. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For our full non-discrimination statement, see: . SUNY Maritime College is committed to maintaining a safe environment for its students, faculty, staff, volunteers and the general public that use our facilities. Therefore, in order to ensure the hiring of employees of the highest integrity and to maintain a safe campus community, SUNY Maritime College will conduct pre-employment background investigations on all individuals for whom employment is to be offered. Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at . In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (718) 409-7305. It can also be viewed online by selecting University Police > Safety Information > Clery Safety Report (Annual Security & File Safety). Compensation details: 57151 PI41264ece8319-25405-40024175

SUNY Maritime College Location: Bronx, NY Category: Administrative & Professional Job Type: Full-time Posted On: Thu Mar 19 2026 Job Description: The Regional Admissions Counselor - New Jersey serves as the primary representative of SUNY Maritime College within the State of New Jersey and assigned out-of-state markets. This position is responsible for the strategic development and management of a geographically defined recruitment territory, inclusive of freshman, transfer, and graduate student populations. The Regional Admissions Counselor develops and implements comprehensive recruitment strategies aligned with institutional enrollment goals, builds strong partnerships with secondary and post-secondary institutions, and supports prospective students through the admissions and enrollment process. This position requires frequent in-territory travel during peak recruitment seasons and periodic travel to campus to support major admissions programs and enrollment initiatives. This is a remote position. The candidate must be able travel to the SUNY Maritime to participate in on-campus admissions programs including Open Houses, Graduate Information Sessions, Accepted Student Days, daily tours, interviews, and virtual programming (including evenings and weekends as required) Duties and Responsibilities: Territory Management & Recruitment • Represent the College in recruitment activities in a knowledgeable, professional, and engaging manner to prospective freshman, transfer, and graduate students, • Strategically manage and develop the New Jersey recruitment territory, including public and private high schools, charter schools, county colleges, four-year institutions, graduate feeder programs, maritime and industry partners, and community-based organizations, • Develop and execute an annual territory recruitment plan aligned with institutional enrollment goals and strategic priorities, • Conduct fall and spring recruitment travel, including high school visits, county college outreach, transfer fairs, graduate school fairs, college fairs, financial aid nights, industry events, and virtual programming, • Build and maintain strong relationships with school counselors, transfer advisors, faculty, graduate program directors, alumni, and community leaders, • Counsel prospective students and families on academic programs, admissions requirements, transfer credit evaluation processes, graduate program prerequisites financial aid opportunities, career outcomes, and the Regiment of Cadets (where applicable), • Develop targeted outreach strategies to expand transfer and graduate pipelines, including partnerships with four-year institutions and industry-affiliated professionals, • Represent undergraduate and graduate programs at both in-person and virtual information sessions, • Read, evaluate, and render admissions decisions for freshman, transfer, and graduate applicants consistent with institutional policies, mission, and enrollment priorities, • Serve as the primary point of contact for admitted students within the territory, • Develop and execute territory-specific yield initiatives, including admitted student receptions and information sessions, • Provide proactive outreach to deposited students to support onboarding milestones and reduce summer melt, • Collaborate with Enrollment Services, Student Affairs, Academic Departments, and other campus partners to remove enrollment barriers and ensure a seamless transition to enrollment, • Participate in all on-campus admissions events, including Open Houses, Accepted Student Days, Graduate Information Sessions, interviews, and special programs (including evenings and weekends), • Assist in staffing the Welcome Center during designated campus periods, • Conduct individual appointments (virtual and in-person) with prospective students and families, • Support the execution of the admissions communication plan and assist with outreach campaigns, • Maintain accurate documentation of recruitment activity and student interactions within the CRM system, • Maintain confidentiality and integrity when managing sensitive personal, academic, and financial records, • Work collaboratively with Athletics, Academic Departments, Enrollment Services, NROTC, the Regiment of Cadets, Student Services, and University Relations to support recruitment and enrollment initiatives, • Perform other duties as assigned that support institutional enrollment objectives Job Requirements: Required Qualifications: • Bachelor's degree from an accredited institution, • Minimum of 2-3 years of progressive professional admissions experience, including territory management and application review, • Demonstrated success in achieving enrollment goals and managing a geographically defined recruitment territory, • Experience recruiting across multiple student populations (freshman, transfer, and/or graduate), • Strong analytical skills and experience using enrollment data to inform recruitment strategy, • Excellent presentation, communication, and interpersonal skills, • Ability to work independently with minimal supervision and exercise sound professional judgment, • Experience in graduate recruitment strategy development, • Knowledge of Banner Student Information System, • Experience with Slate CRM and data reporting tools, • Experience mentoring or leading recruitment initiatives, • Familiarity with maritime, engineering, logistics, or transportation-related academic programs, • Demonstrated commitment to serving diverse student populations Additional Information: Classification/Salary Range: The Regional Admissions Counselor is a UUP position. The anticipated salary range is $57,151 - $60,000. Salary is commensurate with experience with an outstanding benefits package (for more information please see the UUP-FT-Benefits-at-a-Glance.pdf). Review of applications to commence immediately and conclude when the position is filled. Special Notes: This is remote full-time calendar year appointment UUP Position. Fair Labor Standard Acts (FLSA) Exempt position, not eligible for the overtime provisions of the FLSA. Internal and external search to occur simultaneously. Budget Title: Admissions Advisor Local Title: Regional Admissions Counselor - New Jersey Line #: 00708 SUNY Maritime College is an Equal Opportunity/Veterans/Disabled/Affirmative Action employer, committed to recruiting, supporting and fostering a diverse community of outstanding faculty, staff and students. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For our full non-discrimination statement, see: . SUNY Maritime College is committed to maintaining a safe environment for its students, faculty, staff, volunteers and the general public that use our facilities. Therefore, in order to ensure the hiring of employees of the highest integrity and to maintain a safe campus community, SUNY Maritime College will conduct pre-employment background investigations on all individuals for whom employment is to be offered. Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at . In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (718) 409-7305. It can also be viewed online by selecting University Police > Safety Information > Clery Safety Report (Annual Security & File Safety). Compensation details: 57151 PI6491ff077b53-25405-40024176

Matrimonial Attorney - Join a Respected Firm Built on Excellence & Longevity This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $225,000 per year A bit about us: Based in New York City with multiple offices across the East Coast, we are a well‑established, full‑service law firm with a history spanning more than a century. Our attorneys advise a sophisticated mix of businesses, institutions, and private clients on complex legal matters across a wide range of practice areas. Our culture is built around long‑term relationships—both with our clients and our people. We take a partner‑led, hands‑on approach to delivering thoughtful, practical legal solutions, and we believe that investing in our attorneys is essential to maintaining the level of service our clients expect. Over the years, our reputation for technical excellence, stability, and discretion has made us a trusted advisor to clients ranging from closely held businesses and financial entities to high‑net‑worth individuals and family offices. If you are an experienced Matrimonial Attorney looking to join a firm that values quality work, collaboration, and professional longevity, we encourage you to apply! Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Best in Class Firm! Competitive Compensation Package! Complete Benefits Package! Flexible Work Schedules! Accelerated Career Growth! Fun Company Activities! Many More! Job Details Is your background a fit? Apply if you meet this criterion: J.D. from an accredited law school (and active bar admission in at least one U.S. jurisdiction) plus: 5+ years of Attorney experience in a law firm setting Experience handling complex legal matters and sophisticated clients Strong legal writing, analysis, and client‑facing communication skills We can offer you the opportunity to work with state‑of‑the‑art clients while making a meaningful impact on today’s legal landscape and the next generation of practitioners. Help us continue redefining how firms support their attorneys and clients alike. Join us and enjoy accelerated career growth with real work‑life balance at a premium, best‑in‑class organization. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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

WHO WE'RE LOOKING FOR Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as a financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance). OUR COMPANY OFFERS: ***REMOTE work Full, In-Depth Training & Mentorship Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Growth Potential Stability and Security QUALIFICATIONS: Outstanding communication skills, both verbal & written Able to work effectively in a team environment Detail-oriented and have the ability to follow up on tasks Work effectively under pressure and maintain a positive attitude Capable of multitasking, prioritizing, and managing time efficiently Benefits: Flexible schedule, Paid time off, Work from home Work Location: Remote

Growing AmLaw 200 Firm - Flexible Hybrid Schedule This Jobot Job is hosted by: Billy Mewton Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $425,000 - $460,000 per year A bit about us: We’re a forward-thinking law firm with hundreds of attorneys advising clients across diverse industries, including technology, life sciences, and financial services. Our approach goes beyond delivering legal solutions—we build lasting partnerships, anticipate challenges, and deliver results with integrity and creativity. Collaboration, respect, and community engagement are at the heart of everything we do. Why join us? Here, you’ll find a collegial environment that values mentorship, professional growth, and inclusivity. We offer competitive benefits, including comprehensive health coverage, retirement savings options, and generous paid time off. Our culture encourages entrepreneurial thinking, supports career development, and gives you the resources to succeed while working alongside talented colleagues on meaningful matters. Job Details We are seeking a senior-level attorney to join our Tax practice as Counsel. This role is designed for a seasoned transactional tax lawyer who is comfortable leading complex matters and serving as a key advisor on sophisticated deal structures. The position offers substantial responsibility advising on fund-related tax matters, mergers and acquisitions, and cross-border investments, while working closely with corporate, private equity, and emerging company teams. Responsibilities Advise on tax aspects of fund formation, structuring, and ongoing operations Lead tax analysis and structuring for mergers, acquisitions, divestitures, and other strategic transactions Provide guidance on cross-border investments and international transaction planning Counsel startups and founders on tax-efficient structuring and growth-stage considerations Collaborate with corporate and transactional teams to deliver integrated deal advice Communicate directly with clients, investors, and internal stakeholders on complex tax matters Qualifications 7–8 years of transactional tax experience at a major law firm or accounting firm Significant experience with private funds and M&A-related tax issues Demonstrated ability to independently manage and advise on sophisticated transactions Strong analytical skills and practical business judgment Requirements Admission to the New York or New Jersey bar Excellent academic credentials Clear and effective written and verbal communication skills Ability to manage multiple complex matters in a fast-paced environment Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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

Position Title Treasury Management - Sales & Payments Officer SrLocation New York, NY 10018Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Pay Range: $167,913 - $181,750 - $202,000Pay Range: Local Minimum Wage - $0.00 - $0.00Job Responsibilities: New business development activities including calling efforts, joint sales opportunities and revenue generation. Maintains professional level (cSuite) calling efforts in order to develop new and existing client relationships. Creates proactive and strategic dialogues with team members and potential clients surrounding TM industry issues to include; best practices, advice and recommendations in order to position the banks TM solutions or to provide feedback to internal stakeholders. Determines and manages non-credit related risk for customer portfolio related to TM solutions. Calculates and advises internal team regarding TM service profitability for each customer. Collaborates with the RM team on recommendations for clients. Deposit relationship management and deposit acquisition. Managing existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities. Generating proposals, responding to RFP’s and coordinating the implementation of new clients and services. Participating and providing leadership representation to the market, prospects, and clients regarding solutions through; client roundtables, industry conferences, in person meetings such as annual reviews, webinars, and social media platforms. Ensuring compliance with applicable federal, state and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adhere to Flagstar's internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent) or equivalent work experience. Minimum experience required: 10+ Years ina treasury sales role. Preferred Qualifications: Education level preferred: Master's Degree (or Postgraduate equivalent). Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals is strongly preferred. Job Competencies: Demonstrates expert knowledge and understanding of treasury management products and services. Applies an expert understanding of business cash flows, accounting processes and financial optimization. Applies an expert understanding of value propositions related to treasury management applications within a corporate treasury environment. Excellent understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight. Expert sales/negotiation aptitude and the ability to tactfully communicate at a senior executive level. Maintains senior level contact with top clients and high priority prospects. Professional verbal and written communication skills. Demonstrated analytical skills with the ability to think both creatively and strategically when devising a client solution. Possesses strong aptitude for time management, organization and the ability to manage multiple initiatives successfully. Ability to prepare, present and direct client proposals. Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 50% - Travel to client offices, prospects, branches and various functions is a requirement of the position. Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Flagstar is an Equal Opportunity Employer Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Position Title Retirement Plan AssociateLocation New York, NY 10018Job Summary The Retirement Plan Associate plays a critical role within the Retirement Plan Services (RPS) division, supporting and advising corporate retirement plans through fiduciary governance, investment oversight, participant engagement, and regulatory compliance. This role serves as a key client-facing advisor and internal subject matter expert, partnering closely with Retirement Plan Principals, Wealth Advisors, and external service providers. In addition to overseeing plan reporting and administration, this position contributes to business development, client retention, advisor training, and strategic initiatives that enhance the firm’s retirement plan advisory offering. The role requires advanced knowledge of 401(k) plan design, ERISA fiduciary standards, investment monitoring, and participant education. Pay Range: $61,420 - $81,894 - $92,954Pay Range: Local Minimum Wage - $0.00 - $0.00Job Responsibilities: Key Responsibilities Relationship Management Serve as a point of contact for retirement plan clients, plan sponsors, and committees, providing ongoing fiduciary and operational guidance. Participate in and, where appropriate, lead plan review meetings, investment committee meetings, and client presentations alongside senior advisors. Assist clients with plan design analysis, fiduciary best practices, fee benchmarking, and governance documentation. Support client retention efforts by proactively identifying plan improvements and emerging regulatory or market considerations. Retirement Plan Reporting & Investment Oversight Oversee preparation, analysis, and delivery of quarterly and annual plan reporting, including:Investment scorecards Performance and Return Analysis Style box and asset allocation analysis QDIA and target-date fund evaluations Fund lineup changes and monitoring Conduct benchmarking studies for investment fees, recordkeeping costs, and plan services using industry databases. Interpret data and prepare advisor-ready and client-facing summaries that translate technical analysis into actionable insights. Regulatory, Fiduciary & Compliance Support Maintain strong working knowledge of ERISA, DOL regulations, and fiduciary standards applicable to defined contribution plans. Assist in documenting fiduciary processes, investment policy statements, and committee best practices. Ensure adherence to internal compliance policies and participate in required regulatory and risk-management training. Support audits, RFPs, and due diligence reviews of recordkeepers and plan vendors. Participant Education & Engagement (25% of the time) Coordinate and participate in participant education meetings, webinars, and enrollment support. Assist with development and delivery of participant-facing materials related to plan features, investments, and retirement readiness. Analyze participant behavior and outcomes to recommend engagement strategies that improve plan utilization. Business Development & Growth Initiatives Support the RPS team in new business development, including proposal preparation, finalist presentations, and prospect analysis. Participate in advisor and internal training related to retirement plan services, investment solutions, and regulatory updates. Act as a subject matter resource to wealth advisors seeking to introduce or expand retirement plan relationships. Contribute ideas and feedback to improve the firm’s retirement plan advisory platform and service model. Systems, Data & Operational Leadership Maintain oversight of CRM and internal systems to ensure accurate client, plan, and service provider data. Coordinate with recordkeepers, TPAs, and custodians to obtain plan data, resolve issues, and ensure service standards are met. Mentor junior staff or support personnel and assist in developing scalable processes and workflows. Lead or participate in special projects related to technology enhancements, service improvements, or regulatory initiatives. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent) Minimum experience required: 4+ Years supporting or advising retirement plans, institutional clients, or investment advisory teams Demonstrated knowledge of 401(k) plans, investment reporting, and fiduciary concepts Strong analytical, presentation, and client communication skills Preferred Qualifications Experience working in a bank, RIA, or institutional wealth management environment Familiarity with ERISA, plan benchmarking tools, and recordkeeping platforms Professional designations or progress toward credentials such as AIF®, CPFA®, CFP®, or similar Experience training advisors, clients, or internal teams (Additional experience required, if applicable) (Insert specific certifications or technical expertise i.e. required licensing, certifications, or specialized training) Preferred Qualifications: Education level preferred: Undergraduate Degree (4 years or equivalent) Fifteen plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required. Series 7/Series 65/66 Preferred or ability to get in 6 months Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Focuses on the client’s experience and works tirelessly on the client’s behalf Job Competencies: Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity Demonstrates strong organizational skills and apply a disciplined and organized approach throughout their business Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Flagstar is an Equal Opportunity Employer Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Tax Partner Opportunity with Manhattan Firm This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $250,000 - $500,000 per year A bit about us: We take pride in our work, making it our goal to live up to our reputation of capability, capacity, and credibility. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us. Our brand is built on a foundation of open communication and being available to our client’s priorities. Questions and thoughtful discussions on all levels are what lead to team-based dialogues. We embrace the power of the collective and harness it to solidify relationships, both within our team and our client relationships. This allows us to provide large, national firm service while maintaining the personalized commitment of a small, local firm. We push your financial goals forward so your future is within reach. Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Competitive Compensation Package! Health, dental, life, and optional vision insurance starting the 1st of the month after hire PTO & extended sick leave Paid holidays including a Personal Observance Day 401(k) Job Details Qualifications: CPA preferred but EA considered Requires expertise with High Net Worth Individuals and closely held businesses Exceptional client service skills leading to the highest quality of execution and delivery of client engagements Strong leadership and staff development skills for coaching a client service team Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor Excellent problem solving, organizational, and analytical skills Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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

wealth tech / driving ai product roadmap and adoption This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. Why join us? Organic growth opportunities. Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies. Benefits: Salary + bonus + equity Unlimited PTO Premium health, dental, and vision, HSA (with company contribution) and FSA 401(k) + company match Job Details We are building an integrated advisor platform that combines proprietary technology with best-of-breed ecosystem partners. You will be leading data engineering and analytics teams to deliver AI-powered data products that create measurable impact for advisors and our in-office team. You will drive and own the strategy, platform evolution, and end to end lifecycle of data products. You have a strong background in leading multiple teams, data engineering, data analytics, platform architecture, and hands-on experience shipping AI and ML products in production. This position is located in St. Pete, FL and would require relocation. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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 Jobots 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

REMOTE This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $130,000 - $150,000 per year A bit about us: Our team brings decades of experience in listening, planning, and delivering honest guidance to our clients. From investment management and retirement planning for individuals, to tax full cycle accounting for businesses, we work closely with you to create a tailored plan that meets your needs today and prepares you for the future. We begin by understanding your unique financial goals and needs. Through a detailed portfolio analysis and a thorough risk profile assessment, we craft a personalized strategy. Why join us? Best Place to Work for 9 consecutive years! Recognized for excellent culture! 5.5 weeks PTO! Health Insurance cost covered by employer Top 100 recognition 20%+ YOY growth for the last two years! Flexible schedule! Job Details Work closely with complex private equity real estate clients spanning development projects, diversified commercial and residential portfolios, and hospitality investments. This role operates as a trusted advisor, driving high-impact financial reporting, navigating complex multi-entity structures, and delivering exceptional client service that supports strategic decision-making. Key Responsibilities Prepare and review consolidated financial statements for parent entities and multiple subsidiaries under GAAP or tax basis reporting, ensuring timely monthly, quarterly, and annual deliverables. Manage a portfolio of high-profile real estate clients, balancing competing priorities while maintaining exceptional quality, organization, and responsiveness. Review and analyze client general ledgers and supporting schedules across multi-entity structures to identify accounting issues, misclassifications, and process improvement opportunities. Reconcile complex intercompany activity and investment transactions, ensuring accuracy and completeness in consolidated reporting. Record and review advanced adjusting journal entries, including accruals, allocations, partnership equity activity, and investment-related transactions. Partner with client accounting teams to provide technical guidance, improve reporting consistency, and implement best practices. Oversee engagement workflows, ensuring deadlines and client expectations are consistently met. Mentor and develop junior team members through technical review, coaching, and training. Qualifications: Bachelor’s degree in Accounting or related field CPA preferred 5–8+ years of accounting experience with significant exposure to private equity real estate, real estate funds, or multi-entity real estate structures. Strong understanding of partnership accounting, consolidations, and real estate financial reporting. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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

THE TEAM The mission of the Inventory Management Department is to enable a curated merchandise assortment and seamless retail environment to create exceptional shopping experiences. THE OPPORTUNITY Aritzia is growing, and our Inventory Management team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for curating a beautiful merchandise assortment and strategically presenting our product to inspire our clients. As the Inventory Associate, you will support with the movement of merchandise into and out of the store, while contributing to seamless operations in all aspects of the retail space. 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 ROLE As the 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 THE QUALIFICATIONS The Style Advisor has: • Passion for providing excellent service and outstanding customer experiences, • A commitment to learn and apply Aritzia's Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A commitment to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences THE ROLE As the Inventory Associate, you will: • Efficiently and accurately process incoming and outgoing shipments to and from our distribution centres, from store to store, and to our clients, • Strategically place product in the back room, ensuring product is evenly distributed to achieve optimal balance and stocked at the ideal quantities, • Uphold the standards of product display, ensuring the right product is in the right place per the right stock level, • Enable seamlessly integrated cross-channel shopping experiences by supporting with omni-channel service management, • Support in the seamless operations of all aspects of the retail space, including window installations, fitting room operations, supplies and equipment management, and technology support THE QUALIFICATIONS The Inventory Associate has: • A commitment to learn and apply Aritzia's Values, Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A dedication to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences THE PERKS Some of the industry-leading benefits you will receive while working at Aritzia: • Product Discount - Our famous product discount, online and in store, • 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 - Every detail is considered to connect to the energy of the culture 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+

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via ph

Assistant Director of Food Access & Agriculture (FAA) - Greenmarket Operations Organization Information GrowNYC is a 55-year-old environmental nonprofit organization helping more than 3 million New Yorkers by providing essential services and taking action to make NYC a livable city, one where every person can enjoy a healthier, more sustainable life. GrowNYC Programs include: • Our network of Greenmarkets, Farmstands, and the work of GrowNYC Wholesale ensure that all New Yorkers have access to the freshest, healthiest local food., • We build and support community and school gardens through volunteer days, technical assistance, training, grants and more., • We provide 70,000 children each year with programs that provide meaningful interactions with the natural environment. ASSISTANT DIRECTOR OF FAA - GREENMARKET OPERATIONS (Full-time) Position Summary The Assistant Director of Greenmarket Operations oversees day-to-day operations for GrowNYC’s 45 farmers' markets throughout the five boroughs of New York City. This role is responsible for advancing operational excellence and program strategy to ensure the long-term success and sustainability of all markets. The Assistant Director oversees operational management, staffing systems, and budget and fiscal management. Reporting to the Director of Food Access & Agriculture, this position will spend time at GrowNYC’s Greenmarket sites and at the GrowNYC office. Requirements Assistant Director of FAA Responsibilities (Include but are not limited to): Operations, Program Management, and Administration • Oversee market assignments and reservations for 200+ Greenmarket Producers across 45 Greenmarket sites, using GrowNYC’s custom-built FileMaker database., • Work with the Greenmarket Inspections and Compliance team to develop and guide internal processes for the intake, processing, and approval of Greenmarket Producer applications., • Work with the Greenmarket Inspections & Compliance team, the FAA Director, and the Farmer & Community Advisory Committee (FCAC) to create, improve, and interpret market rules and regulations, as well as consistent enforcement protocols., • With assistance from the Greenmarket Administrative Senior Advisor, develop and manage FAA’s FileMaker Database system., • Advise and supervise appropriate staff coordinating with City agencies, neighborhood partners, and community organizations on all operational aspects of GrowNYC’s food retail locations, including permits, contracts, construction, parking issues, and ongoing logistics., • Ensure GrowNYC’s adherence to the operations-related terms and conditions of its License Agreement with the NYC Department of Parks., • Organize and facilitate weekly operations meetings to coordinate communications and logistics amongst market staff., • Perform administrative duties and attend in-office and virtual staff meetings., • Supervise the Greenmarket Operations & Logistics Manager, five (5) Greenmarket Regional Managers and the Union Square General Manager, including onboarding, training, coaching, and conducting weekly one-on-one meetings., • Work with the Greenmarket Staffing and Administrative Manager on the Greenmarket staffing plan, scheduling processes, and overall Greenmarket staffing strategy., • Develop and execute an operations and program strategy aligned with organizational goals., • In collaboration with the FAA Director, drive the strategic direction of Greenmarket operations, including identifying and approving new Greenmarket locations that respond to community and farmer/producer demand and address food access needs., • Work with the Farm Business and Marketing Specialist on the outreach and recruitment of new farmers and producers, ensuring a streamlined, supportive experience for farmers and producers, • Oversee the development of site selection and sustainability guidelines based on anticipated and established site performance and metrics to optimize responsiveness to neighborhood food access needs, site success, and farmer and producer long-term financial sustainability., • Work with the FAA Director to develop and manage Greenmarket's annual operations program budget., • Work with the FAA Director to provide fiscally sound management of the Greenmarket operations and farmer assistance budgets through responsible oversight and data-driven financial decision-making., • Six (6) to eight (8) years of work experience in project management and program development, preferably in an agriculture-related field., • Minimum of five (5) years of experience managing staff (preferably supervisory experience similar in scope to current Greenmarket field-based staffing) with a people-centered leadership style and demonstrated ability to manage managers., • Excellent written and public speaking communication skills, with a desire and proven ability to communicate with people from diverse backgrounds and knowledge levels., • Demonstrated experience with creating, managing, and monitoring budgets., • Ability to manage multiple concurrent projects in a fast-paced team environment., • Strong interpersonal skills and high emotional intelligence, including a willingness to work with people from diverse backgrounds., • Highly organized with excellent time management skills and a proactive, results-driven orientation., • Dispute mediation and conflict management skills., • Ability to think strategically and creatively., • Agile with the ability to focus on meeting emergent needs and be adaptable to continuous change., • Strong commitment to a racially and socially just food system., • Proficient in Microsoft Office Suite and Google Workspace., • Willingness to travel and work in all neighborhoods throughout the five boroughs of NYC., • Knowledge of sustainable local agriculture/farming, food systems, food access, and/or food justice., • Ability to lift up to 65 lbs and work outdoors (aiding techniques/tools will be provided for safe lifting upon request), walking, and standing for periods of up to 12 hours, sometimes in extreme temperatures. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions., • Work outdoors and walk and stand for up to 12 hours at a time, sometimes in extreme temperatures. Tuesday through Saturday, with some Sundays required. Work at least one weekend day every week and some holidays. Compensation This full-time, exempt, and salaried role pays $100,000 - $115,000 annually, and includes benefits (medical, dental, vision, life insurance, long-term disability, incentive savings plan, paid time off, Public Service Loan Forgiveness, FSA programs, and potential for parental leave for full-time regular employees who have been employed with GrowNYC for 175 days). This position is not union-eligible/not a part of the bargaining unit. Location This is a hybrid role with a minimum of three (3) days per week in our Manhattan office, with a mandatory presence on Wednesdays. In-person field-based work at Greenmarket locations is required. Applications Qualified candidates for the Assistant Director of Food Access & Agriculture (FAA) - Greenmarket Operations position should submit a cover letter, resume, and three references. Interviews will take place on a rolling basis starting Friday, April 10, 2026. Due to the volume of employment applications received, GrowNYC is unable to respond to each application individually. Applicants will be contacted directly if selected as a candidate. No phone calls or recruiters or recruiting agencies, please. Contact GrowNYC P.O. Box 2327 New York, NY 10272 212-788-7900 For additional information, please see our website: grownyc.org • GrowNYC is an Affirmative Action Equal Opportunity Employer and hires without regard to race, gender, religion, age, sexual orientation or physical disability.

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

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

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

We are currently recruiting for an Executive Assistant in New York City (Hudson Yards). This role requires in-office 5 days. The EA must be a proven professional who brings sound judgment, discretion, and the ability to manage complexity in a large fast-paced, high-performance environment. The successful candidate will operate as a trusted partner, providing seamless executive support while anticipating needs and managing priorities with confidence. Executive support experience a plus. 105K – 120K Base + OT + Bonus + Equity + Benefits Package Responsibilities: • Review incoming mail and/or email, prioritize and summarize content, and process replies on own initiative or from Executives’ notes and directives, • Compose, draft, proof, edit, and finalize correspondence including e-mail, • Trusted to act independently with respect to matters of significance. This involves the comparison and evaluation of possible courses of conduct and acting or deciding after the various possibilities have been considered, • Create reports/presentations with minimal direction based on business needs, • Excellent judgment, trusted advisor, shows integrity in all situations, • Constructive approach to issues or concerns, • Handle planning logistics for domestic and international trips; provide detailed itineraries, agendas, directions, and backup materials; prepare expense reports in timely manner ensuring accuracy and submit in accordance with policy, • Manage and Monitor Executives’ calendars and anticipate where problems might arise regarding calendar, meeting preparation, needs of executives involved, requests for meetings and telephone calls; communicate potential and/or confirmed changes to involved parties immediately, • Schedule and coordinate meetings and Executive events, inform attendees of dates and time, reserve meeting space, ensure the appropriate equipment/materials are available, coordinate hospitality services as needed, • Act in discreet and professional manner with others; sensitivity to the confidential nature of the business and consistently uphold such confidences, using this information only in the course of performing your job, • Act as a team player and role model, including taking on additional tasks to support colleagues and the company and offering to help before being asked, • Acts with integrity, treats everyone with fairness & respect and highest ethical standards Requirements: • Must have experience as an Executive Assistant in a corporate setting & college degree, • Financial Services industry / Sales support knowledge highly desirable, • Excellent writing, editing, and verbal communication skills, • Advanced computer skills MS Office: Word, Excel, PowerPoint and Outlook, • Ability to quickly and accurately produce/edit Excel spreadsheets and PowerPoint presentations, • Research savvy with extensive experience using online resources, • Excellent diplomatic skills; skilled at developing and maintaining personal, social, and business relationships, • Highly developed planning and organizational skills; able to anticipate change, adjust responses accordingly, and initiate steps to maximize resources toward a common objective, • Superior time management skills; critical thinker with strong attention to detail, • Ability to manage a high volume of work, multi-tasking and prioritizing tasks and projects according to what is most time-sensitive, • Extensive experience managing complex and fluid calendars, • Excellent organizational skills to support the productivity of the whole team (i.e. filing systems, trackers, contacts), • Critical thinker; excellent judgment; proactive and able to anticipate Executive’s needs, • Team player capable of working with internal and external stakeholders in a way that reflects the core values and principles (high integrity, apolitical, non-arrogant, commitment to excellence, treating others with respect) Local candidates only. Must live in a commutable range to NYC (Hudson yards). In-office 5 days. No sponsorship. Must be a US citizen or green card holder (permanent resident). Comp package: 105K – 120K Base +OT + Bonus + Equity + Benefits Package

Job Title: Operations Specialist (Career Growth Path) Location: New York, NY (In-Office) Compensation: $85,000 – $110,000 Base Salary + Performance Bonus The Opportunity Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM. We specialize in comprehensive financial planning for physicians and are one of the fastest-growing branches within the Osaic network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us. Long-Term Career Path We are seeking a candidate who truly enjoys the operations side of wealth management and intends to stay and grow in this field for several years. This is not a "stepping stone" to becoming an advisor; it is a path to operational leadership (Operations Manager, Lead Operations or Chief Compliance Officer). Core Responsibilities • Independent Execution: You are a self-starter who does not need to be micromanaged. You own your desk, manage your own schedule, and ensure nothing falls through the cracks., • Account Setup Excellence: Take full ownership of the end-to-end opening process for Individual, Joint, 529, and Entity accounts. You ensure every document is submitted correctly the first time, proactively catching errors to guarantee a smooth experience., • FA Partnership & Feedback: Act as a true partner to our Financial Advisors. This includes understanding their priorities, managing expectations, and providing regular feedback on task status., • Critical Deadline Support: Lead the charge during peak periods (Tax Season and Year-End) on last-minute account openings, funding, and contribution/distribution requests., • Money Movement & Funding: Execute ACAT/non-ACAT transfers, wires, and check distributions. Proactively assist advisors with the formal funding of Revocable Trusts., • Retirement & Tax Support: Oversee RMDs, QCDs, Rollovers, and DAFs. You must be able to spot and fix errors—such as IRA over-contributions—before they cause tax issues. Technical Requirements • Experience: Minimum 2-3 years specifically supporting Financial Advisors in an operations role., • Mandatory Skills: You must have extensive, hands-on experience opening new accounts and managing the full Rollover processing lifecycle., • Platform Mastery: Understanding of the broader Broker-Dealer/RIA landscape (e.g., Schwab, NFS) and how to resolve NIGO issues independently is a major plus., • The "Error Anticipator": You look three steps ahead to prevent mistakes before they happen. Benefits & Perks • Retirement: 401(k) plan with firm contribution/match., • Health: Comprehensive Health, Dental and Vision insurance., • Time Off: Paid Time Off (PTO) package., • Bonus: Annual performance-based incentives tied to accuracy and firm growth.

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

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

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

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

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

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

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

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

Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors. Whether you’re a recent graduate, current college student, or exploring a new career path, we provide the training, mentorship, and resources to help you succeed from day one. What You’ll Do • Meet with clients to understand their financial goals, needs, and priorities, • Develop customized strategies for retirement, wealth building, and protection, • Build and maintain long-term client relationships, • Learn financial planning concepts, products, and industry regulations, • Comprehensive training program and ongoing mentorship, • Licensing support (Series 6/7, Series 63/65 or 66, Life & Health), • Competitive compensation structure (base, commissions, and bonuses), • Clear career advancement opportunities, • Access to a wide range of financial products and planning tools, • Strong communication and interpersonal skills, • Self-motivated with an entrepreneurial mindset, • Interest in finance, investing, and helping others succeed, • Coachable, goal-oriented, and driven to grow At Lee, Nolan & Koroghlian, LLC, you’ll be part of a team that values integrity, professional growth, and community impact. Backed by the strength and reputation of MassMutual, you’ll have the resources of a national firm combined with the personalized support of a local office. Take the first step toward a rewarding career—apply today.

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

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.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

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.

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

Our client, a leading global insurance platform with a growing focus on transactional risk solutions, is seeking to hire a lawyer to support and expand its Real Estate Representations & Warranties Insurance (RWI) practice. This is a high-impact, entrepreneurial role offering the opportunity to work closely with senior dealmakers, clients, and insurers on complex M&A transactions involving a range of asset classes. The position is ideal for a motivated professional who thrives in a fast-paced, deal-driven environment and is eager to take on meaningful responsibility in insurance placement and execution while leveraging prior training in real estate law and M&A work. This role sits at the intersection of M&A, insurance, and risk advisory all touching on the real estate sector. The successful candidate will demonstrate strong technical expertise, attention to detail, and the ability to communicate complex concepts clearly to both internal and external stakeholders. You will play a central role in leading deal execution, managing the RWI placement process, and providing analytical and strategic support throughout the transaction lifecycle. • Base annual salary of at least $225,000, plus eligibility for a five-to-six-figure performance bonus for total annual compensation ranging between $275-$400K the first year. Responsibilities: • Lead end-to-end execution of insurance placements, including coordinating with insurers, preparing submission materials, reviewing deal documents, and ensuring timely binding of policies., • Analyze transaction targets, key risks, and insurance structures, producing detailed reports on RWI terms, pricing, and coverage considerations., • Review due diligence materials from both a real estate transactional and RWI perspective, identifying key issues and advising clients on risk implications and coverage strategies., • Interpret and analyze purchase agreements and other deal documentation, with the ability to explain relevant provisions and implications to clients, colleagues, and insurers clearly and concisely., • Review and understand core RWI policy provisions, contributing to internal discussions and external negotiations., • Serve as a key point of contact between clients, insurers, and other stakeholders, ensuring clear communication and smooth coordination throughout the deal process., • Support broader product discussions, including Tax, Structured Solutions, and Credit insurance offerings. Required Qualifications: • J.D. from a top law school and bar admission in good standing (NY or NJ strongly preferred);, • 3–6 years of relevant experience in complex real estate transactions (e.g., acquisitions, dispositions, and JVs) at a leading law firm;, • Strong understanding of M&A transactions, including purchase agreements and private equity deal structures; prior exposure to RWI is preferred;, • Excellent analytical capabilities, including experience reviewing legal documentation, diligence reports, and transaction structures;, • Ability to lead deal execution independently while collaborating effectively with senior team members;, • Demonstrated technical expertise in transactional and risk-related matters, with the ability to serve as a resource within the team;, • Experience building and maintaining client relationships with confidence acting as a primary point of contact during transactions;, • Strong communication skills, with the ability to translate complex legal and financial concepts into actionable insights;, • Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM platforms; and, • Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

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

Service Advisor Location: Hybrid; based in Westfield, NJ Compensation: $100,000 to $110,000 base salary plus bonus opportunity | Full-Time | W2 with benefits About the Role: Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning and client relationship experience today, while building toward an advisor-track future over time. This is a client-facing position where you will work closely with a senior advisor, gain meaningful exposure to high-quality client work, and play an active role in financial planning, investment implementation, and relationship management. For the right person, this is an opportunity to step into a strong team, learn from an experienced advisor, and grow into greater client ownership as trust, capability, and tenure build. What You’ll Do: • Partner closely with a senior advisor to prepare and deliver comprehensive financial plans, • Participate in client meetings and play an active role in follow-up, planning discussions, and ongoing relationship support, • Serve as a responsive point of contact for clients and help deliver a high-touch service experience, • Implement investment recommendations and support account-related transactions, • Analyze client data to identify planning opportunities and next-step recommendations, • Maintain accurate documentation across CRM and financial planning systems, • Support client retention, relationship deepening, and overall client satisfaction, • Learn the firm’s planning philosophy, technology stack, and service model while continuing to grow your advisory skill set What We’re Looking For: • 5+ years of experience in a Service Advisor, Associate Advisor, or similar client-facing wealth management role, • Active Series 65 or Series 66 license, • Strong foundation in financial planning, investments, and client relationship management, • Experience working in an RIA environment preferred, • Someone who is proactive, polished, and motivated to grow over time into increased client responsibility, • Strong organizational skills with the ability to manage multiple priorities effectively, • Clear communicator who works well as part of a collaborative team, • Bachelor’s degree in Finance, Business, or a related field preferred, • CFP designation or progress toward CFP preferred; experience with Fidelity or Schwab platforms is a plus Why This Role: • Ideal for someone who wants to become a stronger advisor and eventually grow into relationship ownership, • Learn directly from an experienced senior advisor in a high-quality, client-facing environment, • Build deeper planning, investment, and client management skills inside a respected firm, • Opportunity to earn increasing responsibility and take on client relationships over time, • Join a collaborative team where growth is supported, and strong performance is noticed Firm Highlights: • Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing., • Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.

Aon's Health Solutions team helps clients strategically develop, implement, and manage their employee health and welfare programs. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. In this role, you will serve as the project and strategic lead for our Private Equity clients' portfolio companies.Working with junior team members, you will help drive strategy, ensure client's plan compliant, needs are addressed, and completion of special projects related to M&A activities. A typical day will include reviewing reports andclient presentations,facilitating and participating in client meetings, responding to client inquiries, and ensuring that the team is meeting all deadlines. This is a hybrid role, requiring presence in the New York City office 2-3 days per week. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like • Own and manage client relationships, ensuring accurate and timely delivery of all services through effective use of the client delivery team., • Lead overall client strategy, including carrier renewal negotiations and ongoing plan management., • Maintain regular communication with senior client stakeholders to address service issues and proactively manage expectations., • Build and sustain strong partnerships with internal colleagues and external vendors., • Oversee marketing initiatives, plan implementations, and benefits analysis to ensure accuracy and compliance., • Monitor legislative and regulatory changes, clearly communicating impacts to clients., • Lead and participate in client meetings, maintaining up-to-date activity logs and timely issue resolution; travel as required., • Deliver clear, data-driven analysis to support informed client decision-making., • Collaborate with financial teams and subject matter experts on projections, contribution modeling, and reporting., • Review monthly financial results and support development of plan projections and employee contribution scenarios., • Delegate effectively, coach and mentor team members, and serve as a strategic resource to the team., • Understanding of the healthcare marketplace with 10+years' experience in Health and Benefits and/or experience in an HR consulting firm or professional services firm, • Lead strategic client relationships for complex health and welfare programs, delivering compliant, highquality solutions, • Drive carrier renewals, plan strategy, and ongoing benefits management for portfolio companies, • Provide datadriven financial analysis, including contribution modeling, projections, and underwriting support, • Manage multiple projects and deadlines in fastpaced, M&Adriven environments, • Partner crossfunctionally with internal teams and external vendors to execute plan implementations and marketing initiatives, • Bachelor's Degree, • Life, Accident & Health License How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ___ or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: Salary range for the position The salary range for this position (intended for U.S. applicants) is $185,00.00 - $195,000.00 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-LR1 #LI-HYBRID 2577129

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role Presidio is a leading provider of digital infrastructure, cloud, and security solutions that help clients modernize technology and drive business transformation. We are seeking a highly motivated and experienced Client Executive, Managed Services Growth to drive new logo client acquisition and accelerate growth across Presidio's Managed Services portfolio within the assigned region. The portfolio consists of cloud managed services inclusive of FinOps, infrastructure managed services, security managed services, contact center managed services, staff augmentation, and global service desk services. This role is ideal for a strategic, consultative sales professional with a passion for hunting and creating new business opportunities, influencing cross-functional teams, and delivering measurable business outcomes. The Client Executive will play a pivotal role in representing Presidio's Managed Services solutions to enterprise and commercial clients, while also contributing to broader business strategy and sales leadership initiatives. Key Responsibilities Sales and Business Development • Identify, qualify, and close new Managed Services business opportunities within assigned markets and territories, both through Presidio clients and selling direct to new logo prospects., • Lead the full sales lifecycle including prospecting, opportunity qualification, solution presentation, proposal development, negotiation, and close., • Achieve or exceed assigned annual sales quotas and revenue growth targets., • Serve as a trusted advisor to Presidio clients by understanding their business challenges and aligning Presidio's Managed Services portfolio to achieve strategic outcomes., • Partner with Presidio's technical, delivery, and operational teams to ensure seamless solution design, implementation, and client satisfaction., • Collaborate closely with internal stakeholders across Sales, Engineering, Operations, and Marketing to execute regional go-to-market strategies., • Act as a regional leader within the Managed Services Sales organization-coaching peers informally, sharing best practices, and helping shape future offerings and strategies., • Conduct strategic account planning to identify whitespace, new business opportunities, and new business through our partner channel., • Build and maintain strong executive-level relationships within client organizations. Required: • Minimum 7-10 years of progressive B2B sales experience, ideally within IT Managed Services, Cloud, or Technology Solutions industries., • Proven success meeting or exceeding annual sales quotas with a focus on new business development., • Strong understanding of modern infrastructure, multi-cloud architecture (AWS, Azure), cybersecurity, and digital transformation solutions., • Exceptional communication, presentation, and relationship-building skills with both business and technical stakeholders., • Strong business acumen, analytical thinking, and financial modeling capabilities., • Demonstrated ability to lead cross-functional initiatives and influence without formal authority., • Bachelor's degree in Business, Marketing, or related field (or equivalent experience)., • Prior experience with enterprise-level managed services engagements or recurring revenue models., • Familiarity with Presidio's ecosystem of OEMs and cloud providers (e.g., Cisco, Dell, AWS, Microsoft, VMware, etc.). Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise inAI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit . Applications will be accepted on a rolling basis. Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve. Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. The "Know Your Rights" Poster is available here: Presidio's EEO Policy Statement is available here: Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to and let us know the nature of your request and your contact information. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-FI Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

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

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

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

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

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

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