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Job Description Level/Function: Lead Specialist, Relationship Management Title: Senior Relationship Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Position Overview of the Senior Relationship Manager: The Senior Relationship Manager role is the BetaNXT conduit to our clients. They manage accounts providing customers with service, support and improvement opportunities to increase revenue, maximize retention and upsell. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. The Senior Relationship Manager will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs. Duties and Responsibilities of the Senior Relationship Manager: Know the Client • Responsible for gaining deep understanding of the client’s strategy, understanding the client’s products and interfaces (3rd parties) and understanding the client’s business model inclusive of ancillary products and technology., • Responsible for identifying new client relationship opportunities (CEO, CIO, SVP, EVP, etc.)., • Responsible for ensuring the client and BetaNXT understand the joint engagement model., • Facilitating and executing Executive meetings/Quarterly Business Reviews., • Managing escalation points from both the client and BetaNXT perspective., • Managing the engagement – members, cadence, and reporting., • Representing and advocating VOC within BetaNXT to drive customer satisfaction and success., • Providing the client strategy for influence of the BetaNXT roadmap., • Communicating the overall client relationship to BetaNXT including escalating client concerns or risks we identify to the appropriate BetaNXT leader., • Providing necessary data elements to properly reflect the health of a client relationship., • Identifying and manage sales opportunities., • Engaging clients on new BetaNXT and Motive partner opportunities., • Identifying upsell opportunities via core and premium services that fit the client’s strategy/needs., • Bachelor’s degree in Business Administration or similar degree programs, required., • 5+ years of experience in account or relationship management., • Solid communication and interpersonal skills and the ability to build and maintain relationship., • Possess deep knowledge of financial services industry and extensive knowledge of BetaNXT suite of products., • Ability to plan and execute strong strategies., • Excellent organizational skills and attention to detail., • Time management skills with a proven ability to meet deadlines., • Keen, friendly, professional with a positive and proactive attitude., • Ability to prioritize tasks and to delegate them when appropriate. We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $120,000 #LI-REMOTE

Job DescriptionWho Are We? Have you struggled to reserve that coveted summer camping spot at a state park? Have you wondered why you’re stuck filling out a paper form to renew a permit? What about not being able to reserve your favorite pickleball court from your phone? Kaizen Labs is redefining government technology and building solutions across parks & recreation, permitting, citizen engagement, and more. We recognize that incumbent software systems are inefficient and sometimes broken. That’s why we believe residents and public servants across America’s 85,000 government agencies deserve access to modern, trusted software that rivals what we use in our daily lives. Kaizen’s software currently serves 25 million residents across the country. Some of our partners include the City of Santa Clarita, Vail Recreation District, and Pima County. Most recently, we launched day pass software for 20 million visitors across Maryland’s state parks. Here is a quick video capturing the essence of our work with Pima County, AZ! Founded in 2022 and based in New York City, we’re backed by Accel and Andreessen Horowitz. Our team of 25 (and growing) is eager to leave a lasting impact on the public services that are so critical to our health, safety, and wellness. The Role We’re looking for a Product-Led Deployment Lead to serve as the connective tissue between our customers and our Engineering, Product, and Design (EPD) org. In this high-impact role, you’ll lead complex customer launches, shape product direction through frontline insights, and help scale mission-critical implementations nationwide. You’ll operate with autonomy, build trusted customer relationships, and drive cross-functional execution that makes a real difference for public institutions. This is a role for someone who thrives at the intersection of deployment, product, and strategy - and who wants to stay close to both user impact and technical execution. Who You Are * You’ve led high-stakes customer deployments in ambiguous environments where you had to set the direction and do the work * You’re equally comfortable in the weeds of a technical workflow as you are framing strategy for a non-technical audience * You think in systems - not just about shipping software, but how it gets used, scaled, and improved over time * You’re energized by creating clarity, mentoring teammates, and delivering outcomes in messy, fast-moving contexts * You care deeply about public institutions and believe great software can help them better serve their communities What You’ll Do * Own mission-critical deployments: Lead complex, high-priority customer launches from scoping to go-lives - including technical setup, workflow mapping, and stakeholder alignment * Be the frontline voice of the user: Serve as the bridge between customers and the EPD team, translating real-world needs into actionable product feedback and roadmap input * Drive cross-functional execution: Partner with design, engineering, and sales to bring clarity to messy problems, resolve blockers, and ensure teams are aligned * Lead with urgency and empathy: Whether it’s jumping on a call to debug a data sync or crafting a last-minute training deck, you’ll do what it takes to make customers happy and successful * Scale what works: Build and refine implementation playbooks, internal tools, and training materials to level up how we deploy software as a team * Coach and grow others: Mentor other deployment strategists and help onboard new hires, sharing your expertise on configuration, communications, and customer strategy * Champion user impact: Serve as a trusted advisor to public sector leaders, helping them not just adopt Kaizen, but reimagine how they deliver services to their communities What You Bring * 5 - 8 years of experience in software implementation, deployment, or product-facing roles (e.g., Implementation Lead, Product Manager, Solutions Architect, or something similar) * Proven success leading large, complex software rollouts, especially in government, civic tech, healthcare, or other industries with legacy systems * A track record of working in flat, fast-paced organizations where you had to both lead and execute * Strong technical fluency and the ability to translate customer problems into product requirements, influence product direction through structured feedback, and collaborate effectively with engineers * Outstanding communication skills across stakeholders - from frontline staff to C-level leaders * Experience building scalable processes, tools, or documentation that improved implementation outcomes * A high-slope growth mindset, you’re a fast learner who thrives in ambiguity and doesn’t wait for permission to act * Comfort with project management and tooling (e.g., Jira, Linear, Asana, Monday) Base Salary is $150k - $200k 💚 At Kaizen, we believe that great work starts with taking great care of our people. We’re building something meaningful, and that starts with a culture where people genuinely love to work. Here’s how we support you - in and out of the workplace: 🩺 Comprehensive Health Coverage We offer Silver, Gold, and Platinum PPO plans through Oxford (United), with 85% of premiums covered for employees on the Platinum plan, with a $0 premium option 🏥 Dental, Vision & Financial Wellness You’re covered with Guardian PPO dental and Beam vision plans - Kaizen pays 99% of premiums for employees and 50% for dependents. We also offer: * 💳 Flexible Spending Accounts (FSA & Dependent Care FSA) * 🛡️ $100,000 in fully paid life insurance * 🏦 401(k) access through Guideline 🤰🏼 Parental Leave That Supports Families Because time with your growing family matters. * 🍼 16 weeks fully paid for birthing parents and 10 weeks paid for non-birthing parents 🗽 Everyday Support & Flexibility * 🚆 $50/month toward your commute * 🏡 One-time setup stipend (up to $750) for your home or NYC office * 💪 $100/month for wellness or productivity 🎡 Perks That Make Life Better * 🎉 $250/year for recreation - because fun matters * 📚 $500/year for professional development - because growth does too * 🍱 Expensed lunch three days a week when you're in the office * 💻 Company-provided laptop 🌴 Time Off to Recharge * 🌅 Unlimited PTO * 🇺🇸 All federal holidays off * ☃️ A company-wide winter break during the week of Christmas Kaizen provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We are committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our organization. If you need assistance or an accommodation due to a disability, please email us at . This information will be treated as confidential and used only to determine an appropriate accommodation for the interview process. Compensation Range: $150K - $200K

Job Description Aquarian Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian has grown to approximately $25.6B in assets under management. Aquarian Insurance acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients. Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve. Aquarian is an ideal environment for those driven to make a lasting impact on long-term investing. We value diverse perspectives and believe aligning employee incentives with the firm's performance is essential to the business's success. We offer people an opportunity to build together and be a part of something bigger than themselves. Summary Aquarian Holdings ("Aquarian") is seeking a Deputy Chief Compliance Officer to support the firm's regulatory and compliance functions. Reporting to the Chief Compliance Officer ("CCO"), this individual will have a critical role in advising on regulatory matters, enhancing internal compliance frameworks, and partnering with stakeholders across the business. The successful candidate will bring sound judgment, a solutions-oriented mindset, and a strong knowledge of applicable investment adviser regulatory requirements. Knowledge of state-level insurance regulation is not essential but would be considered a plus. This position is onsite 5 days a week at our New York City offices. Key Responsibilities: • Assist the CCO in designing and implementing Aquarian's compliance program., • Serve as a trusted compliance advisor to internal investment, operations, and other support teams, as well as to more junior members of the Compliance team., • Oversee and supervise more junior members of the Compliance team in their day-to-day execution of various compliance functions, including, but not limited to, Code of Ethics compliance, regulatory reporting, risk assessments, and testing., • In conjunction with the CCO, drive the continuous improvement of policies and procedures to align with changes in Aquarian's business and applicable regulations., • Partner with the CCO in Aquarian's response to regulatory examinations (e.g., SEC, state insurance departments, etc.), including drafting responses for CCO review., • Oversee compliance functions administered by external compliance consulting firms, including, but not limited to, out-sourced monitoring and surveillance., • Become an authority on regulatory developments affecting the asset management and insurance industries; provide actionable recommendations to the CCO., • Shape the scope of, and deliver, targeted compliance training., • Partner with the CCO on strategic initiatives to provide compliance support for, and ensure regulatory compliance upon the execution of, all such initiatives., • Assist in fostering a culture of compliance across Aquarian's enterprise., • 10+ years of experience in a compliance role within an asset manager, private equity firm, or insurance-related financial institution., • Strong understanding of relevant regulatory regimes., • Experience in building a scalable, tech-enabled compliance program., • Prior involvement in regulatory examinations., • Excellent communication and interpersonal skills with the ability to build trust across investment, operational, and other support teams., • Highly organized and self-motivated with a strong sense of business ownership., • J.D. or advanced degree/certifications (e.g., CRCM, CAMS, CPA) preferred.

Job DescriptionCloud Systems Architect Employment Type: Full-Time, Mid-levelDepartment: Information Technology We are seeking a Cloud Systems Architect with experience with cloud infrastructure to engineer and support public, private and hybrid clouds. The ideal candidate will be proficient in a variety of cloud hosts including Amazon Web Services and Microsoft Azure at a minimum. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- The candidate will be knowledgeable of the most recent updates and developments and act as an advisor to our customer in reference to the cloud management strategies to be employed to take advantage of the benefits offered by cloud computing such as being able to function without any restrictions to the workload, initiate as many workstations as necessary per time period and pay only for what they actually use. - The candidate will also work with the IT Security team to manage and maintain cloud systems security of the data and network resources. - The candidate will also be responsible for engineering on customer premise applications and systems interconnected to cloud resources. - Designs and defines system architecture for new or existing complex computer systems. - Determines systems specifications, input/output processes, and working parameters for hardware/software compatibility and maintenance of system security. - Coordinates design of subsystems and integration of total system. Identifies, analyzes, and resolves program support deficiencies. - Develops and recommends corrective actions. - May provide technical guidance for database administrators and software developers. Qualifications:- Experience with and a complete understanding of the technology required for cloud computing.- Experience with the skills to migrate applications to the cloud.- Be able to build relationships between the customers and the team members.- The ability and the knowledge to integrate services and tools to any and all areas to be used such as networks and data processing.- The ability and the knowledge to implement security information and event management to keep the customer's assets safe.- Experience with meeting or exceeding the requirements of cloud provider service-level agreements Experience with AWS and Azure.- Knowledge of a multitude of programming languages including Python, PHP, Java, Node and Ruby on Rails.- Typically a Bachelor's Degree and 6 years work experience or equivalent experience. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionWe’re hiring a Staff Product Engineering Consultant!Employment type: Full Time/Direct Hire (No Agencies or C2C)Location: New York City Metropolitan RegionLocation Type: Hybrid - Home Office/Local Ippon office (1-2 days per week onsite) About Ippon:The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering. About the position:We are seeking a Staff Product Engineering Consultant with subject matter expertise in Asset Management (Buy-side). This role will provide technical product leadership on complex projects, guiding teams in building high-impact applications that enable investors, portfolio managers, and operations teams to make data-driven decisions with confidence. The Staff Product Engineering Consultant will guide project outcomes, support new account openings, handle the technical components of RFPs and SOWs, and serve as a leader and mentor to the Product Engineering Practice. Day-to-day, you will shape end-to-end solutions, balancing architecture, delivery, and client collaboration. You’ll be embedded alongside business stakeholders, helping connect strategy and execution through reliable, scalable technology.Roles and Responsibilities: • Solution Architecture & Domain Expertise, • Partner with client investment operations, analytics, and internal teams to translate business needs into actionable technical solutions., • Own architectural design for data pipelines, APIs, and microservices on AWS or Azure, prioritizing automation, observability, and governance., • Drive delivery excellence through CI/CD, test coverage, and proactive monitoring within Agile teams., • Lead architectural discussions, provide technical direction, and shape client roadmaps., • Technical Leadership & Project Delivery, • Oversee the delivery of projects focused on the development or modernization of portfolio and asset management systems, ensuring scalability, reliability, and strong data integrity., • Collaborate across cross-functional teams (engineering, infrastructure, security) to achieve client goals., • Serve as a trusted technical advisor, building lasting client relationships., • Contribute to pre-sales efforts, including discovery sessions, solution design, and the technical portions of proposals and SOWs., • Support account growth through subject matter expertise and consultative engagement., • Client & Team Development, • Collaborate across practices to align with firm-wide technology strategy., • Mentor engineers through code reviews and design discussions to strengthen technical consistency and culture., • Guide clients on best practices in platform modernization, data management, and application architecture., • Develop thought leadership through blogs, events, or industry insights., • Stay current with modern frameworks, tools, and emerging technologies.Competencies we are looking for:, • Minimum Requirements, • 7+ years of experience in software engineering, including 3+ years in investment management, private equity, or financial analytics., • 5+ years of experience in consulting, delivering scalable, reliable technical solutions as a technical lead., • 5+ years of experience designing cloud-native applications (AWS or Azure) using microservices, APIs, containers, and serverless functions., • 5+ years of experience with Python, SQL, and data modeling, building production-grade systems for complex financial data., • Proven experience contributing to the design or implementation of an analytical security master or enterprise reference data platform supporting portfolio, risk, or analytics systems., • Familiarity with financial data vendors/APIs, data governance, and security in regulated environments., • Experience integrating multiple systems of record (fund accounting, CRM, ESG, market data)., • Familiarity with React and TypeScript for front-end insights dashboards., • Excellent communication skills across technical and business audiences., • Preferred Requirements, • Bachelor’s or Master’s in Computer Science, Engineering, or related field., • Experience designing or modernizing multi-fund or multi-portfolio platforms (data layers, analytics engines, APIs)., • Experience leading the design or implementation of a firm-wide analytical security master or golden source of reference data, improving transparency, data lineage, and model accuracy across portfolio and risk applications., • Working experience with DevOps tools (Docker, Kubernetes, GitHub Actions, Azure DevOps)., • Proven success in creating reusable frameworks and services to accelerate delivery., • Experience with analytical frameworks like Pandas or NumPy., • Partner with architecture, investment, and operations leaders to design scalable solutions that support portfolio management, analytics, and reporting.What we offer:, • Competitive salary – Great starting salaries for well qualified candidates, • Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best, • Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs, • 401k with company match - Ippon offers an industry leading 401(k) matching plan, • Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans

Job Description Job Title: Tax Manager – Founding Role | RIA Firm Location: Brooklyn, NY Type: Full-Time About Us Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge. Role Overview As our first Tax Manager, you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience. Key Responsibilities • Build the Tax Function: Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model., • Client Service & Tax Planning: Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses., • Team Development: Hire, train, and lead a future team of tax professionals as the department scales., • Compliance Oversight: Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings., • Collaboration: Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans., • Technology & Tools: Evaluate and implement tax software and digital tools to streamline operations and reporting., • Risk Management: Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law., • Client Communication: Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders. Qualifications • CPA required; MST or EA a plus, • 7+ years of progressive tax experience, preferably in a public accounting firm or RIA/wealth management setting, • Strong knowledge of individual, trust, and small business taxation, • Demonstrated experience managing client relationships and delivering tax advisory services, • Proven ability to build systems and lead teams, • Excellent communication and interpersonal skills, • Entrepreneurial mindset with a passion for innovation and growth Why Join • Be a founder of a key department in a growing firm, • Partner with advisors and leaders who truly value integrated financial solutions, • Competitive compensation for the entrepreneur mindset, • Opportunity for equity participation

Job DescriptionVP Banking and Capital Makets Location: NYC Reports To: Head of Capital Markets Position Overview We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging companys capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges. Key Responsibilities The Vice President will play a critical role in driving Companys growth within the asset management sector by developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation. This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring company's offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the VP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications. A significant focus of the role will be solutioningcollaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions that leverage companys advanced capabilities in analytics, digital transformation, and process automation. The VP will lead the end-to-end development of these solutions, from identification to seamless implementation, ensuring measurable business outcomes and fostering long-term client value. In addition, the VP will drive business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence. The role also emphasizes thought leadership, positioning company as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction. By managing and mentoring a high-performing team, the VP will oversee the delivery of client projects with a commitment to quality and innovation, ensuring company continues to set the benchmark for excellence in the asset management industry. Qualifications • Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation. Good to Have: Experience in fund distribution strategy, market research, and sales enablement within asset management. Familiarity with Generative AI applications and advanced analytics for the financial services industry.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth! RESPONSIBILITIES • GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms., • Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations., • Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives., • Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS, • 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company, • Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus), • Advanced spreadsheet and modeling skills and ability to draw insights, • Strong attention to detail, • Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams., • Strong problem solving skills and collaborative approach to solutioning, • Self-motivated and able to run with projects autonomously with minimal oversight, • Experience with executive-level reporting and presentations is a plus, • Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus, • Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus, • Familiarity with wealth management industry is a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $110,000-$140,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Position: Full-time Salary range: $80,000 - 87,500 per year Commission: Uncapped, quarterly Working pattern: Hybrid (three days a week in our office) About Foliometrics: Foliometrics is a premier CRM solution designed specifically for the asset management industry, trusted by Investor Relations professionals within the alternatives space. Our platform empowers teams to enhance their client relationships, streamline operations, and make data-driven decisions. As we expand into the untapped U.S. market, we are seeking a motivated and skilled Account Executive to join our dynamic team. If you’re ready to make a significant impact in the CRM space and help shape the future of Foliometrics in the U.S. market, we want to hear from you! Apply today to be part of our journey. Responsibilities: Sales Development: Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions. Relationship Building: Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM. Market Insight: Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market. Collaboration: Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences. Performance Tracking: Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system. Continuous Improvement: Engage in ongoing learning and skill development to enhance personal performance and contribute to team success. Requirements • Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry., • Demonstrated success in meeting or exceeding sales targets and driving revenue growth., • Exceptional communication and relationship-building skills, with a knack for engaging stakeholders at all levels., • Ability to thrive in a fast-paced environment, adapting strategies as needed to meet evolving client needs and market conditions., • Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals., • 24 days PTO and bank holidays, • Uncapped commission, • Enhanced parental leave, • Wellness days and incentives, • Matched 401k, • Health and dental plans, • Birthday day off, • Employee assistance program, • Travel loan scheme, • Charity days, • Breakfast provided in the office, • Social events throughout the year

Job Description Our client is a well-funded, early-stage AI company with a bold mission to reinvent wealth management. They are building a unified, AI-native platform to automate the entire wealth management stack, which is one of the largest and most fragmented sectors in financial services. With a $15.5M seed round from top-tier VCs like General Catalyst and Venrock, and a team of just three employees, this is a unique opportunity to join a de-risked company with extensive runway and existing partnerships. As a Founding AI Engineer, you'll be employee number three and will play a mission-critical role in scaling the company from the ground up. You will own major technical domains and work directly with the founder to establish the core technical foundations. The ability to close the end-to-end process quickly is a key part of the company culture. You will be responsible for: • Building core platform components that unify fragmented wealth management tools., • Designing and building end-to-end AI-powered workflows that automate financial advisor processes., • Developing multi-agent AI workflows to deliver intelligent financial insights., • Architecting scalable systems for real-time financial data orchestration. We are seeking a Senior or Staff-level full-stack engineer with a strong background in applied AI and a founder-like mindset. The ideal candidate is hungry, curious, and eager to be fully immersed in an AI-first environment. Must-Haves: • 5–10 years of experience as a full-stack engineer at a Tier 1 venture-backed startup (Series B or earlier)., • Proven experience building real-world applied AI projects., • Expertise in the company's tech stack: Python, Django, TypeScript, and Vercel., • Familiarity with AI tools and APIs like ChatGPT and Claude Code., • A track record of extended stints at previous companies (avoiding short job hops)., • Willingness to work in-person, 5 days a week, in NYC. Bonus Points: • Prior experience as a founder or founding engineer., • A CS or STEM degree from a top 25 university., • Salary: $180,000–$250,000, • Equity: Highly competitive package, • Visa Sponsorship: Available Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search. Commitment to Equality and Accessibility: At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing . MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd’s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting .

Job DescriptionSalary: $90,000 - $115,000 Location: Remote Job Type: Full-time About Us! Ready Computing is a full-service IT firm specializing in data-centric technology solutions for clients worldwide. We provide expert consulting, development, and managed services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional office in the UK and a growing global presence, we serve as a trusted advisor and solution provider for organizations looking to optimize their technology and data strategies. We are seeking a Healthcare Solution Developer to join our team and build high-performance interoperability solutions in the healthcare IT space. If you have a passion for healthcare data integration, cutting-edge technology, and solving complex challenges, this role is for you. What Youll Do Develop & Optimize Healthcare Solutions • Design and implement scalable, high-volume data integration and interoperability solutions using InterSystems HealthShare, IRIS, Ensemble, Cache, and ObjectScript., • Create, enhance, and maintain healthcare system interfaces using HL7v2, HL7v3, FHIR, CDA, and X12., • Work with clients, vendors, and internal teams to define, optimize, and implement healthcare data exchange solutions., • Guide clients on best practices for health IT interoperability., • Develop and implement FHIR Services and interoperability, • Develop REST/SOAP web services for data exchange and system interoperability., • Leverage modern SDLC tools and methodologies to streamline development., • Utilize GIT, Atlassian, and scripting to improve deployment and integration processes., • Stay ahead of industry trends and recommend innovative solutions. What You Bring Technical Expertise • 5+ years of experience with InterSystems HealthShare, IRIS, Ensemble, Cache, and ObjectScript., • Hands-on experience with HL7, X12, CCD/CDA, XML, and JSON., • Strong background in backend web services such as REST and SOAP., • Deep understanding of healthcare interoperability standards., • Experience implementing MPI, Provider Directories, and terminology mapping solutions., • Ability to analyze complex integration scenarios and implement efficient, scalable solutions., • Strong communication skills to work with cross-functional teams and clients., • A proactive mindset with a focus on continuous improvement and innovation. Preferred Qualifications • Familiarity with IHE profiles and frameworks for data exchange., • Experience working with FHIR-based solutions., • Background in cloud-based healthcare applications and API development., • Experience with containerization (Docker, Kubernetes) for deployment automation., • Understanding of database optimization and performance tuning in InterSystems environments., • Previous experience working in agile teams and CI/CD pipelines., • Experience in AWS Cloud Engineering and Application Development, • Exposure to AWS serverless computer services, including:, • AWS Lambda, • Amazon DynamoDB, • AWS Step Functions, • Other related AWS tools and services Home Office Requirements • A minimum internet speed of 25 Mbps for downloads and 1.5 Mbps for uploads is required., • A private Wi-Fi network with a strong, unique password is necessary to access company data or systems., • The company provides a monthly internet stipend. New hires must complete a speed test during onboarding and update any default router passwords to ensure secure network access. Why Join Us? Innovative & Impactful Work Your contributions will shape healthcare technology and improve patient outcomes. Global Reach & Growth Opportunities Work with leading experts in healthcare IT and enterprise solutions. Collaborative & Dynamic Culture Join a supportive team environment that values knowledge-sharing, mentorship, and career development. Competitive salary and benefits package, including: • Four health plan optionsto fit your needs., • 401(k) matchingto help secure your financial future., • Flexible Paid Time Off (PTO)for work-life balance., • Wellness programsto support your mental and physical well-being., • Financial planning services to help you manage your future. Ready to Apply? If youre excited about healthcare IT, system integration, and building next-gen interoperability solutions, wed love to hear from you! Apply now or contact for more information. Ready Computing is an equal opportunity employer. We do not discriminate with regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job DescriptionSalary: $100 an hour About Us Zuricare is a healthcare staffing service specializing in providing high-quality, reliable nursing professionals to healthcare facilities and other employers that require a nursing workforce. Position Overview We are seeking a seasoned Healthcare Industry Consultant with extensive experience and a strong national network of senior healthcare executives (e.g., Chief Nursing Officers, Chief Operating Officers, HR Directors, VPs of Clinical Operations) to support the expansion of Zuricares footprint in key markets, with an initial focus on New York City and its suburbs (including Long Island), but with a view to expanding into other national markets. This is a high-impact, results-driven role ideal for a well-connected healthcare professional who can confidently open doors to decision-makers and influencers at hospitals, health systems and other employers of caregivers. Compensation Structure • Hourly Rate. $100/hour for telephonic or in-person consultation., • Profit Share. Consultant will receive additional compensation in the form of a percentage of the net profit received by Zuricare under each staffing agreement with a qualified healthcare facility that results from the consultants introduction and support through to closing. Key Responsibilities • Leverage your industry experience and network to introduce our healthcare staffing service to senior leaders of healthcare facilities who are in a position to authorize entry into staffing agreements with Zuricare., • Facilitate initial conversations, meetings or referrals that lead to staffing agreements with a range of well-managed healthcare facilities with the financial capacity to hire Zuricares caregivers., • Provide consultation on business development strategies, client needs and industry trends., • Advise on proposals designed to communicate our service offerings to prospective clients., • Collaborate with our internal team to ensure alignment between client needs and our staffing capabilities., • Serve as a strategic advisor on relationship development, management and service positioning., • Other action items as may be requested. Qualifications • Minimum of a Bachelors degree, preferably (but not necessarily) in a business- or healthcare/medically-related field., • Minimum of 10 years experience in the healthcare industry, preferably with Manager- or Director-level business development experience in connection with healthcare staffing services or healthcare facilities (e.g., hospitals, hospital systems, licensed home care services agencies (LHCSAs) and/or nursing and rehabilitation centers)., • A robust, demonstrable network of senior leaders in hospitals, health systems and other healthcare organizations in New York City, its suburbs and other national markets., • Proven ability to influence and establish trust with decision-making healthcare executives., • Deep understanding of healthcare facilities staffing needs, healthcare operations and vendor contracting processes., • Familiarity with customer relationship platforms helpful., • Experience developing and executing strategic marketing plans helpful., • Strong communication, interpersonal and negotiation skills., • Self-driven, professional and able to work independently. Preferred Background • Former or current healthcare executives, consultants or business development professionals in the healthcare staffing space., • Individuals with prior experience at healthcare staffing agencies or consulting firms., • Professionals with a background in hospital administration, nursing leadership or clinical management. How to Apply Please submit your resume along with an optional short video (35 minutes) walking us through your career journey and experience, including highlights of your work in healthcare, your professional network and examples of how youve built or managed strategic relationships in the industry. You may record your video using Loom (a free and easy tool) or any comparable platform, and simply share the link within the application questionnaire. Zuricare is committed to creating an inclusive environment for all employees and consultants.

Job DescriptionJob Title: Debt Capital Markets Investment Banking VP Location: New York About the role: Marathon Capital is looking for a Vice President to join their Debt Capital Markets Team. This VP would have the opportunity to get rare exposure to multiple sides of unique deals across the debt spectrum. They thrive in a fast-paced environment and can handle working on a high volume of transactions. This person will be responsible for the execution of bespoke, private debt transactions focusing on energy, renewables, energy transition, digital infrastructure and more; they will partner with C-suite individuals to source creative capital to finance new acquisitions in hard-to-bank technologies such as carbon capture, storage and hydro. As a member of a smaller team, this individual is seeking a collaborative environment and is looking to absorb new information while using their previous knowledge of credit, business development and financial modeling. Key Responsibilities: • Responsible for leading the execution of debt advisory mandates, including structuring, terms and pricing of recourse and non-recourse financing, • Lead the execution process through completion of due diligence, negotiation of legal documentation and closing, • Responsible for analytical work and financial modeling both for debt capital structuring and Sponsor return optimization, • Responsible for supervising and reviewing junior bankers and provide guidance on their work product, • Supports new business development, debt capital raising and other capital-related strategic initiatives, • Lead research efforts to (a) maintain an accurate and up to date database of relevant and comparable market transactions, and (b) design initiatives around new sectors and debt structures, • Create presentation materials (e.g. decks, CIMs, teasers, etc.) and communications that are sent to investors; collaborate with finance counterparties and legal counsel during the structuring and execution of investment opportunities and capital market transactions, • Support the training and education of other junior bankers on debt financing structures, including terminology, market debt sizing mechanics, financial modeling etc., • Attend and present at relevant infrastructure and energy conferences for purposes of networking and business developmentSkills & Qualifications:, • Bachelor’s degree in Accounting, Economics or Finance preferred, • 6+ years of experience, • Demonstrated financial acumen and experience developing and building complex financial models using Microsoft Excel, • Highly analytical and detail oriented, • Has a strong understanding of credit and credit training, • Clear and confident oral and written communicator, • Strong public speaking skills, • Has a strong understanding of credit markets, including bonds, loans, benchmarks (SOFR, Treasuries), and rates Equal Employment Opportunity Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns. Powered by JazzHR VwGJIV2oUs

Job DescriptionDescription: Company Overview Collabrios delivers purpose-built software solutions that unify the entire care journey. With decades of expertise in Programs of All-Inclusive Care for the Elderly (PACE) and deep industry knowledge, we empower care providers to streamline operations, maintain compliance, and deliver exceptional care to aging adults. Our integrated SaaS platform includes Electronic Medical Records (EMR), Third-Party Administrator (TPA) financial services, and care coordination solutions, designed to help PACE programs optimize workflows, strengthen compliance, and enhance overall center operations. We serve PACE, Government agencies (state-based units of Aging, Adult Protective Services, and Local Area Agencies on Aging), and community-based organizations. Job Overview The Senior Account Executive is a quota-carrying role focused on expanding revenue with existing PACE clients and supporting consultants who advise new PACE organizations. You will be responsible for driving upsell opportunities, strengthening client relationships, and positioning Collabrios’ platform as the trusted partner for growth, compliance, and operational excellence. This role requires consultative selling, cross-functional collaboration, and the ability to influence both operational leaders and external consultants shaping PACE programs. Key Responsibilities • 7+ years of proven success in B2B SaaS, healthcare technology, or enterprise software sales., • Experience upselling/expanding existing client accounts; background in EMR, TPA, or healthcare SaaS required., • Strong understanding of PACE program operations, compliance, and funding models., • Demonstrated ability to engage multiple stakeholders, including executive, clinical, financial, and operational leaders., • Track record of exceeding quota in long-cycle, competitive environments., • Skilled in strategic account management, relationship building, and solution expansion., • Proficiency in Salesforce and sales engagement tools., • Excellent presentation, negotiation, and communication skills., • Willingness to travel for client engagement and industry events. At Collabrios Health, we’re committed to fostering a workplace that supports your well-being, growth, and ability to make a meaningful impact. Here’s what you can expect when you join our team: • A connected, virtual-first culture with a collaborative, mission-driven team, • Competitive health benefits, including medical, dental, and vision coverage, • 401(k) with company contribution, • Generous paid time off, including 15 PTO days, 2 floating holidays, and 6 sick days, • Flexibility and trust—we empower our team to manage their schedules and work in ways that support their lives, • Opportunities for learning, mentorship, and professional development Collabrios is an equal opportunity employer. We welcome candidates from all backgrounds, identities, and experiences. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply anyway. You may be the right candidate for this or other roles.

Job DescriptionWho we are...At Ecosystem we believe we should be accountable for results. That’s why we've integrated engineering and construction, seeing our projects through from design concept to implementation and commissioning. And that's how we can efficiently solve complex energy and decarbonization challenges in the built environment.Here are some of the projects we've been working on recently in the US: Con Edison: Utility Thermal Energy Network; Museum of Arts and Design, Ventas- Battery Park City. Why this role matters… As a Project Development Engineer at Ecosystem, you’ll play a key role in reshaping how energy infrastructure projects are conceived and delivered. Rather than following a conventional process, you’ll help define transformative, result-driven solutions that challenge industry norms and uncover what clients truly need. You’ll lead the early development of high-impact, capital-intensive projects; translating complex needs into innovative, technically sound solutions that drive energy efficiency, asset renewal, and cost savings. If you're motivated by complex challenges, and seeing your ideas come to life, this is where you’ll thrive! What you will do... • Create meaningful moments with clients by partnering with the client acquisition team to craft innovative, tailored solutions - transforming long-standing challenges into opportunities through compelling strategies, presentations, and partnerships, • Build strong relationships with stakeholders, positioning Ecosystem as the partner of choice, recognized for our technical depth and expertise, • Initiate and lead kickoff meetings to understand full context and recommend solutions that address the root need - not just the initial request, • Conduct site assessments: including site walk throughs, drawing reviews and system evaluations (HVAC, electrical, controls, ...), • Undertake various technical analyses, tailoring your approach to meet client’s operational, financial, and environmental objectives, • Work hand-in-hand with the Business Development Manager to guide projects from early-stage concept to contract, be accountable for technical insights Your profile..., • Ability to develop relationships quickly and establish credibility through technical conversations, ultimately leading to becoming the client’s advisor, • Proven ability to develop technical concepts and project proposals for energy retrofits and infrastructure upgrades, • Ability to translate complex technical concepts into clear, compelling presentations for technical and non-technical stakeholders, • 5+ years of relevant experience in buildings and energy efficiency, • Degree in Mechanical Engineering, or other related disciplineWhat Ecosystem offers..., • A unique opportunity to join a team driving the energy transition- while others talk, we deliver results!, • Annual base salary (approx. $100,000 - $150,000). This is an approximate range and dependent on location and years of relevant experience, • Tailored career growth and development opportunities through mentorship, training, and career planning, • Generous time off: enjoy a minimum of 15 vacation days, 5 personal days, 10 public holidays, and a year-end holiday closure, • Employer contribution to 401(k) and complete Group Insurance offer with employer contribution and easy access to health and support through Telemedicine and Employee Assistance Program, • At Ecosystem, our Approach to Working Together is built on trust, collaboration, and accountability. While flexibility depends on the role, some teams have set expectations for time on-site or in the office. We come together intentionally during key moments to connect, learn, and succeed as a team

Job Description Who we are: The Tripadvisor Group operates as a family of brands that connects people to experiences worth sharing, and aims to be the world's most trusted source for travel and experiences. We leverage our brands, technology, and capabilities to connect our global audience with partners through rich content, travel guidance, and two-sided marketplaces for experiences, accommodations, restaurants, and other travel categories. We offer the chance to work with the brightest minds in the travel business in an energetic, dynamic and international work environment focused on innovation, creative problem-solving and collaboration. Key Responsibilities: Tripadvisor is seeking a Technical Account Manager (TAM) to join our Content Solutions business, where we operate like a startup inside a global brand. This is a unique opportunity to help build and scale a high-growth business line within a company trusted by hundreds of millions of travelers worldwide. As TAM, you'll own strategic and enterprise accounts end-to-end; from implementation and onboarding through renewal and expansion. Acting as the trusted advisor and technical liaison for some of the world's most innovative publishers, marketplaces, and AI/search platforms. You'll partner cross-functionally with Product, Engineering, and Sales to ensure seamless delivery of data and API solutions, while also driving account growth through upsells and new use cases. What makes this role different is that you'll also be a builder. You'll help design the repeatable playbooks, processes, and success frameworks that will allow us to scale like the best-in-class SaaS and data companies. We're looking for someone who is: • Entrepreneurial and comfortable building structure in ambiguity, • Creative, solution-oriented, and relentless in problem-solving, • Experienced in taking something from zero to scale from an account perspective This role is a remote position in the United States with occasional travel to company offices as necessary. What You'll Do Content & Data Licensing • Act as the primary point of contact for licensed data and content partners, building strong relationships with technical stakeholders (e.g., product managers, engineers) and ensuring a seamless post-sale experience., • Provide hands-on technical support, including API QA, troubleshooting data product issues, assisting with data queries, and guiding customers through integration and implementation processes., • Collaborate cross-functionally with Product, Engineering, Legal, and Sales teams to align customer needs with internal roadmaps, resolve issues, and deliver against commercial and technical requirements., • Monitor usage patterns and product performance to support renewals, upsell opportunities, and the overall health of the account, partnering with Sales and GTM leads to drive long-term value., • Work directly with the Content Solutions Business Development lead, to design and operationalize repeatable playbooks for onboarding, adoption, and account growth., • Co-build scalable processes, tools, and reporting frameworks to measure usage, performance, and expansion opportunities across strategic accounts., • Collaborate with Product, Engineering, and Sales on cross-functional initiatives in content commercialization, AI/data innovation, and new partnership models., • Translate enterprise customer insights into roadmap priorities, process improvements, and best practices that will shape the future of the Content Solutions business. Skills & Experience • 6–8 years of experience in technical account management, with SaaS (Software-as-a-Service) and DaaS (Data-as-a-Service) products., • Proven track record managing enterprise and strategic accounts, driving adoption, renewals, and upsells through both technical expertise and commercial acumen, • Demonstrated ability to multi-task and manage cross-functional projects & prioritize competing demands., • Strong analytical and Excel/Google Sheets skills; comfort with interpreting data to inform strategic decisions., • Experience working with APIs; can interpret and understand RESTful APIs from a customer's point of view, • Strong knowledge of RESTful APIs, JSON, XML, • Familiarity with authentication standards (OAuth, API keys, SAML/SSO), • Ability to troubleshoot and guide partners on API usage, error handling, and best practices, • Strong background in Analytics & Reporting:, • Skilled in SQL and BI platforms (preferably Tableau), • Familiarity with CRM tools (e.g., Salesforce), reporting dashboards, or licensing/contract tracking tools is a plus., • Excellent written and verbal communication skills with technical & non-technical stakeholders; experience crafting decks and internal/external presentations., • A fast learner with strong attention to detail and a bias for action., • Flexible activity-based working fostered collaboration and productivity, • Inclusive global travelers community welcoming diverse perspectives, • Competitive salary package including performance bonuses, • Development programs, managerial courses, and learning series, • Health insurance covers medical, dental, and vision for families (varies by country), • Lifestyle Reimbursement Benefit for personal travel, and physical, mental, and financial wellness, • Several paid time off programs, including time to bond with new children and care for family members. Paid public holidays, and year-end office shutdown, • Employee assistance program for short-term counseling and free Calm app subscription We strive to create an accessible and inclusive experience for all candidates. If you need a reasonable accommodation during the application or the recruiting process, please make sure to reach out to your individual recruiter or our team at . If you have any additional questions about careers at Tripadvisor you can email us at . We have all the answers! #LI-EK1 #LI-REMOTE

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for an experienced Commercial Counsel to join our growing legal team here at Pontera. In this role, you'll serve as the strategic leader to scale the company's commercial contracting process. In addition to leading the drafting and negotiating of commercial contracts, you will be the strategic collaborator to our GTM team in completing enterprise deals and to partner on setting the right policies and guidelines to facilitate growth. RESPONSIBILITIES • Draft, review and negotiate a wide variety of commercial agreements, including enterprise, third party vendors and commercial deals, • Support sales teams during deal cycles by reviewing and revising contracts to align with company policies and risk tolerance, • Identify and mitigate legal and business risks in commercial engagements while supporting growth, • Ensure contracts comply with relevant data privacy regulations and work with security teams to manage DPAs, etc., • Develop internal training programs for go-to-market teams on contracting processes and legal risks, • Advise internal stakeholders on legal risks and benefits to commercial terms, intellectual property, privacy and use of open-source software.REQUIREMENTS, • Experienced legal strategist with at least 5 years of legal experience, including a combination of experiences in-house at a at a SaaS or technology company and law firm, • Deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs with enterprise clients, vendors, and integration partners., • Experience creating and maintaining standard terms, playbooks, fallback provisions, and contract templates., • Experience managing legal workflows and implementing contract lifecycle management (CLM) tools., • Experience identifying and mitigating legal, compliance, IP, and privacy risks in contracts., • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration, if applicable) is required., • Plus: In-house experience with a fintech or RIAWHAT WE OFFER, • Compensation: $230,000 to $250,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job DescriptionSalary: $160k - $200k Who We Are Delve Deeper is a Performance Media Agency focused on helping clients grow their customer base by integrating the power of Tech & Data in Media. We act as one highly functioning team that is powered by our professional Fire in the Belly, with a passion for creating exceptional value by delighting our clients and creating an engaging work environment for our team members. We deliver digital marketing management, first-party data science and consulting, and adtech/martech systems integration & reselling on a global scale. We connect the dots between data and technology in media by identifying our clients' super fans, deterministically finding more of them, and converting them online in the most effective way. Delve Deeper has been recognized as Built In Colorados Best Places to Work for the past four years in a row. Our culture emphasizes professional development in an environment where everyone can have an impact. We are passionate about seeing our team through self-care, family, community and (of course) career growth. As a privately owned company, we dont get caught in red tape, instead we pave a path of growth for those with a passion to succeed professionally. Delve Deeper is a fast-paced company with proven success with high-profile global customers such as UNICEF, International Rescue Committee, Virgin Voyages, Gerber Life Insurance, Apple Leisure Group, Orange, and Hebe. Headquartered in Boulder, Colorado, Delve Deeper also has offices in Warsaw and Minsk, as well as team members in 10 other countries. What Were Looking For Delve Deeper is seeking a seasoned and strategic Director of Business Development to serve as the senior-most sales leader responsible for driving revenue growth and client acquisition for our $30MM digital media and marketing agency. This executive will own all aspects of new business development, enterprise sales strategy, pipeline generation, and deal closure with a particular emphasis on expanding our footprint in the insurance, financial, nonprofit, NGO, and charitable giving sectors. The ideal candidate brings a proven record of cultivating high-value partnerships, engaging C-suite and board-level stakeholders, and delivering measurable results. They will leverage Delve Deepers strengths in performance media, first-party data science, and technology integration to deliver data-driven marketing solutions to mid-size and enterprise clients. This is a high-visibility leadership role that will shape the agencys growth trajectory, strengthen market position, and drive transformative outcomes for mission-driven organizations on a global scale. Location This role is based in our Louisville / Boulder, Colorado office, where we follow a hybrid schedule: Tuesdays, Wednesdays, and Thursdays in-office, with flexibility to work remotely on Mondays and Fridays. We are also open to candidates based remotely in the New York City or Washington, D.C. areas, provided they can be in close proximity to clients in those markets as needed. The position requires up to 35% travel to meet with clients and attend industry events. For candidates outside of Colorado, we offer a relocation package to help make the move seamless. We want our leaders to feel fully supported as they join the team. What Youll Do • Build and Manage Pipeline Develop and maintain a high-quality pipeline through targeted prospecting, relationship cultivation, and integrated inbound/outbound strategies., • Serve as Trusted Advisor Present sophisticated, data-driven marketing solutions to senior decision-makers, building credibility and trust as a consultative partner., • Own Complex Sales Cycles Lead RFP responses, proposals, and high-stakes presentations in collaboration with strategy, analytics, and creative teams., • Align for Client Success Partner with internal teams to ensure seamless execution of sales commitments and high client satisfaction., • Deliver Sales Targets Track KPIs such as pipeline velocity, win rates, and client lifetime value, to hit given revenue sales targets. What You Bring • Proven Revenue Target Hitter Consistently meets or exceeds revenue goals, with a strong track record of delivering measurable growth., • Intrapreneurial Mindset Operates independently with initiative, ownership, and creativity in uncovering and driving new opportunities., • Empathetic Listener & Trusted Advisor Exceptional emotional intelligence, able to listen deeply, ask insightful questions, and guide conversations toward meaningful outcomes (e.g., using FIND and MEDIC)., • Process & Project Management Discipline Detail-oriented and systematic; committed to using sales enablement resources, rigorous HubSpot tracking, and structured processes., • 8+ years of progressive experience in business development, enterprise sales, or strategic partnerships, ideally with nonprofit/charity sector exposure., • Expertise in digital media, performance marketing, customer lifetime value, fundraising, and donor acquisition/retention., • Exceptional communication, negotiation, and presentation skills, with influence at the highest levels., • Strategic thinker with entrepreneurial drive; resilient, resourceful, and results-oriented. What Delve Deeper Offers • Health Benefits: Comprehensive (100% company-paid) health coverage for employees & their families, including medical, dental, and vision insurance. We also offer FSA and HSA health options with a company contribution., • Other Benefits: Life Insurance and Disability Coverage, • Retirement Plan: 401(k) plan with a 4% match/company contribution, • Paid Time Off (PTO): Generous vacation, sick leave, and paid holidays, • Parental Leave: Up to 3 months of paid time off for new parents, • Wellness Program: $1,250 annual reimbursement for health and well-being (gym membership, ski passes, meal plans, fitness equipment, etc.), • Beautiful Office & Workspace: Newly built and designed office exclusively for Delve Deeper with local restaurants, shopping, and hiking/biking trails. Large common areas filled with snacks, beverages, and regularly catered meals!, • Hybrid Working Model: Tuesdays, Wednesdays, and Thursdays in-office with the option to work from home on Mondays and Fridays Compensation This role offers a base salary range of $160,000 $200,000 with an on-target earnings (OTE) potential of $250,000 $325,000. The annual performance-based bonus program rewards both individual results (sales targets, new business) and company-wide success, with significant upside for exceptional performance. Delve Deeper is an equal opportunity employer. We believe that diversity enriches the workplace and we are committed to growing our team with the most talented and passionate people from every community. Delve Deeper strives to create a culture of unity and respect, and to that end, we have a zero tolerance policy for behavior that promotes harassment, hate, and discrimination of any kind. We are committed to providing reasonable accommodations for qualified individuals. If you require assistance during the application process due to a disability, please let us know.

Job Description What began in 2017 as an idea on the back of a napkin has quickly become an award-winning, fastest-growing communications firm working with some of the biggest consumer and B2B technology brands. At SourceCode, we’re focused on bringing brains and hustle, humanity and technology, creativity, and business intelligence back to public relations. We are seeking a Director, Media Strategy to lead earned media efforts across our client portfolio. This senior-level media practitioner will bring a track record of high-impact coverage, deep journalist relationships, and the ability to shape narratives that directly advance client business goals. With oversight from senior leadership, you’ll drive strategy, act as a trusted advisor to clients, lead and mentor a growing media relations team, and help define SourceCode’s earned media offering. Salary: $115,000 - $130,000 Requirements What You’ll Do • Lead media strategy across a portfolio of B2B and B2C technology clients, ensuring media efforts ladder to client business goals, • Develop and maintain top-tier media relationships with business, tech, and broadcast outlets (e.g., Bloomberg, Axios, WSJ, TechCrunch, CNBC, etc.), • Coach and grow a small but expanding media team, instilling confidence and sharpening media instincts across the agency, • Architect smart, earned-first ideas through StoryHub and other forums, strengthening SourceCode’s agency-wide POV with media, • Serve as a trusted advisor to clients, with presence, clarity, and a strong POV in high-stakes conversations, • Media train executives and spokespeople, preparing them for interviews, panels, and live broadcast opportunities, • Drive results, consistently securing impactful earned placements and analyzing outcomes to inform continuous improvement, • Be highly billable, providing senior-level client counsel and hands-on media execution., • Contribute to new business, shaping and presenting our media offering with polish and authorityCore Responsibilities, • Build and lead earned media strategy across accounts, ensuring alignment with broader business and brand goals, • Provide editorial oversight on all media materials, ensuring quality, clarity, and consistency with client messaging, • Manage media campaigns and account health, ensuring profitability, staffing, and client satisfaction, • Drive client retention and organic growth by tying media strategy to business outcomes., • Oversee financial leadership of accounts: budgeting, resourcing, and scoping, • Mentor and develop PR professionals across teams, modeling accountability and inclusive leadershipWhat You Have, • 8–10+ years of media relations or journalism experience (agency experience strongly preferred), • Deep reporter relationships across top-tier national business, tech, and broadcast outlets., • Proven track record of securing impactful, high-value media placements, • Strong understanding of enterprise tech, adtech/martech, and consumer/business tech, • Demonstrated ability to coach and mentor teams, building agency-wide media expertise, • Excellent writing, pitching, and communication skills, • Robust benefits program, • Unlimited vacation & sick leave, • 401(k) with company match, • Profit-sharing program, • Flexible, hybrid workplace, • Six-month paid parental leave, • Professional learning & development opportunities, • Transit benefits, • Paid volunteer days

Job Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Reporting to the Director of Internal Controls, lead the design, implementation, and continuous improvement of internal controls across StubHub's core business processes (e.g., revenue, procurement, financial reporting, and operations)., • Partner with Finance, Accounting, Legal, Compliance, and business leaders to ensure end-to-end process risk management and control effectiveness., • Establish and maintain a comprehensive internal control framework aligned with SOX 404 and COSO, ensuring compliance with regulatory requirements and industry standards., • Manage and direct a co-sourced team from a Big 4 consulting firm, ensuring alignment on deliverables, quality, and timelines., • Oversee and coordinate control testing, documentation, and remediation activities, ensuring timely closure of process gaps., • Serve as the subject matter expert and advisor to senior leadership on business process governance, risk, and compliance., • 8+ years of experience in internal controls, business process design, audit, or related disciplines., • Strong expertise in control frameworks (SOX 404, COSO, internal audit standards, risk management practices)., • Proven ability to design and implement effective business process controls across revenue, procure-to-pay, order-to-cash, financial close, and other key cycles., • Demonstrated experience leading internal control or SOX programs in large or fast-scaling organizations., • Experience in the marketplace, technology, or e-commerce industry., • Hands-on experience with SOX compliance and control testing methodologies., • Familiarity with ERP systems (NetSuite preferred) and in-house developed applications., • Excellent communication and interpersonal skills, with the ability to influence both technical and non-technical stakeholders., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed.

Job Description About Us We are a a global financial technology firm serving over 200 of the world's leading financial institutions, including asset owners, broker-dealers, hedge funds, and lending banks. Since launching in 2001, we have become a trusted partner to the securities finance industry, offering a suite of Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions that power efficiency and connectivity across global markets. Our trading platform processes more than $40 trillion in annual notional making us an integral part to the functioning of capital markets. Headquartered in New York with offices across North America, EMEA, and Asia-Pacific we are proud to be Great Place to Work Certified in multiple countries. We are consistently recognized for excellence and innovation and offer an environment where talented people can make a real impact on the future of financial technology while growing their careers in a collaborative, global team. About the Role We are looking for a Senior Human Resources Business Partner (HRBP) to join us in New York. This role will play a key part in shaping and executing our people strategy across multiple regions. The HR team partners closely with business leaders to drive performance, build capability, and ensure a culture of inclusion and excellence. As a strategic advisor, this role will be pivotal in aligning HR strategies with business objectives, managing complex employee relations matters, and delivering scalable people solutions that enable growth. The Senior HRBP will work with senior stakeholders globally, supporting initiatives that drive engagement, performance, and organizational effectiveness. What You'll Do • Independently lead and close out PIPs/ER issues., • Build strong relationships with managers to enable coaching dialogue on all people topics including performance management, giving and receiving feedback, and organizational design, resulting in improved performance outcomes and talent development., • Lead the movement of TA team members over to be fully papered at EquiLend (own and orchestrate the TUPE consultation process)., • Support the CPO and consultants on the successful project management and execution of the PEO to fully ensured benefits transition in the US by EOY 2026., • Serve as a trusted advisor to managers across the organization, aligning HR strategy with business goals and supporting organizational growth., • Provide coaching and advisory support to managers to build leadership capabilities and enhance team performance., • Act as the primary point of contact for employee relations issues across the US and EMEA, managing complex cases with sound judgment., • Support succession planning, workforce planning, and organizational design initiatives., • Facilitate the performance review process, ensuring fairness, consistency, and alignment with company objectives., • Drive employee engagement initiatives that foster a positive culture and high levels of retention., • Partner with global HR colleagues to ensure consistency in employee experience across offices., • Design systems and processes to report on global HR metrics that measure organizational health and talent performance. Manage the data and report out on it as needed, including for board materials., • Support business-wide learning needs and coordinate learning and development programs in the US, including leadership development and ad hoc training initiatives., • Partner with Legal to codify and, where needed, publish HR policies and procedures for the employee base., • Shape and reinforce culture through HR practices that promote inclusion, collaboration, and accountability., • Maintain up-to-date knowledge of labor laws and regulatory requirements in the US, UK, and EU, ensuring risk mitigation and compliance., • Project-manage strategic HR initiatives, including M&A integrations as they arise., • Play a lead role on compensation strategy, headcount planning, and other high-impact projects that support growth and scalability., • Partner with Talent Acquisition to identify future workforce needs and ensure a seamless hiring experience aligned with business objectives., • Lead periodic organizational health assessments and drive follow-up action plans with business leaders., • Contribute to the development of equitable and competitive total rewards frameworks across regions., • 8+ years of HR business partnering experience, with a track record of independently supporting a business unit(s) of meaningful size across the full spectrum of HR matters (talent, performance, employee relations, development, compensation, change)., • Experience within technology or financial services, ideally in a global, high-growth, and scaling environment., • Ability to align HR strategies with business objectives, influencing senior stakeholders and driving organizational outcomes., • Data-driven and metrics-focused, with the ability to assess impact and demonstrate results against key people and business KPIs., • Knowledge of labor laws and employment practices across the US (UK and EU are nice to have), with proven expertise in managing complex employee relations matters., • Strong background in performance management, succession planning, and leadership development, with the ability to design and implement scalable solutions., • Demonstrated success in managing HR projects such as M&A integrations, organizational transformation, or large-scale change initiatives., • Possess a servant leadership mindset, feeling responsibility for identifying opportunities for improvement and pursuing initiatives that make a meaningful impact on the business., • Excellent written and verbal communication skills with the ability to influence, build trust, and partner effectively at all levels of the organization., • Adaptable, collaborative, and proactive, with the ability to manage ambiguity and thrive in a fast-paced, evolving environment., • Demonstrates strong analytical and data interpretation skills to support strategic workforce decisions., • Shows proficiency with HR systems and tools (e.g., Workday or similar) for data reporting and process management., • Displays sound judgment and discretion when managing confidential or sensitive employee matters., • Demonstrates a continuous improvement mindset, seeking efficiencies in HR processes and programs., • Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year., • Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend., • Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success., • Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day., • 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. #LI-Hybrid

Job Description The Senior Counsel, Commercial Transactions will serve as a key member of MEI's Legal team, reporting directly to the Deputy General Counsel & Vice President, Legal. This role partners closely with our Development, Finance, and Operations teams to guide commercial and project transactions from early-stage structuring through financial close. The ideal candidate will be commercially minded and serve serve as a strategic advisor and partner to other members of the transactional team, playing a key role in securing new project acquisitions and development while leading diligence and closing processes with external partners. This position requires strong analytical and communication skills, and the ability to balance multiple, competing priorities on a regular basis. You'll work on a wide range of renewable energy projects, helping shape MEI's growth through thoughtful deal-making, creative problem-solving, and clear, pragmatic advice. This is an opportunity to join a purpose-driven company in a dynamic and evolving sector, where your legal expertise will directly advance the clean energy transition. What you'll own • Partner with internal teams to guide all phases of project transactions, from LOI through execution, across development, acquisition, and financing deals., • Draft, review, and negotiate key project and commercial documents, including (but not limited to):, • Membership Interest Purchase Agreements and Asset Purchase Agreements, • Power Purchase Agreements (PPAs), Subscriber Agreements, and Energy Services Agreements, • EPC and O&M Agreements, • Utility Interconnection and Land Agreements (leases, easements, licenses, etc.), • Tax equity and lender documentation (partnership agreements, loan agreements, etc.), • Advise on legal and commercial risks while ensuring alignment with MEI's strategic and long-term goals., • Collaborate across teams — from Development to Asset Management — to create structures that support sustainable project success., • Work directly with developers, investors, and lenders to close deals efficiently and equitably., • Engage and manage external counsel, while helping improve MEI's templates, processes, and internal knowledge sharing.What will help you succeed (don't need to check every box, but here is what will help you thrive)…, • Strong legal foundation – Juris Doctor from an accredited law school and active license to practice law in at least one U.S. jurisdiction., • Transactional experience – ~8+ years of experience at a top law firm and/or in-house legal department, including experience leading transactions from term sheet through close., • Deal execution skills – Proven ability to structure, negotiate, and close complex transactions involving multiple stakeholders under fast-moving or competing timelines., • Document drafting expertise – Experience preparing and negotiating a wide range of corporate and commercial agreements, such as PPAs, EPCs, and acquisition documents., • Commercial judgment – A practical, business-minded approach to balancing legal risk and strategic opportunity., • Collaboration and communication – Ability to work effectively with diverse teams across Development, Finance, Operations, and external partners., • Industry familiarity – Experience in solar or broader renewable energy is a plus, but not required. Benefits, • PTO and company holidays, • Medical, dental, vision, • Employer-paid short-term disability, long-term disability, life insurance, • 401(k) and company match, • Professional development stipend

Job DescriptionSenior Market Risk - Distressed Debt Market risk leadership position supporting the credit trading/distressed team of an international investment bank Responsibilities: • Effectively risk manage all relevant risk factors inherent to the trading of distressed instruments (market risk, legal risk, idiosyncratic and restructuring risk), • Conduct quantitative and qualitative risk analysis on distressed debt instruments both prior to and post trade execution, • Provide recommendations and analysis on risk mitigation strategies, • Proactively assess positions including deep dive investigations of large P&L and/or risk movements, and quantify existing and new risks while providing cogent commentary to senior stakeholders., • Assist in the definition, review and implementation of limits and ensure risk is well monitored and reported., • Participate in the development of new and enhanced risk tools, • Perform impact analysis of new models including testing for valuation and risk across the HY book(s), • Develop and compute Stress‐test scenarios and analyze the results., • Ensure updated and relevant reserves and Prudent Valuation methodologies are in place. Requirements: • Relevant quantitative market risk management experience, • Strong knowledge of fundamental credit analysis and/or financial modelling skills gained from prior experience within corporate credit analysis., • Strong knowledge of restructuring process and associated trading strategies, • Understanding quantitative risk measures and related modeling / methodology, • Ability to understand, identify, and communicate key risks associated with a variety of processes and transaction structures., • Experience in credit trading (High Yield Cash/CDS) preferred, • Masters degree in a quantitative discipline (e.g., statistics, physics, math) For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description SENIOR PRODUCT MANAGER – MIDDLE OFFICE TECHNOLOGY Global Investment Firm J Harlan Group is currently conducting a search for a SENIOR PRODUCT MANAGER – MIDDLE OFFICE TECHNOLOGY at a prominent Global Investment Firm in NYC. Our client seeks two Senior Product Managers to drive next-generation technology solutions for its Middle Office Technology team. One role will primarily partner with Front and Middle Office stakeholders, and the other will focus on supporting Legal and External Communications teams. Each position offers a unique opportunity to join a collaborative, innovative, and results-driven environment where technology shapes firmwide outcomes. You'll work with smart, talented people across their business to create groundbreaking, next-generation innovative trading, financial analysis, and AI products. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how we help our clients succeed. Principal Responsibilities: Depending on your background and interests, you'll focus on one of two senior product manager roles: Front Office-Focused Role: • Partner closely with investment professionals, traders, and operations teams to define, prioritize, and launch technology solutions supporting trade lifecycle management, securities reference data, trade booking, corporate actions, and controls., • Act as a senior product lead and trusted advisor to Front and Middle Office stakeholders, driving initiatives that boost operational efficiency, accuracy, and scalability., • Translate complex business needs into clear technical deliverables for software developers and QA engineers. Legal/External Communications-Focused Role: • Collaborate with Legal and External Communications teams to streamline and automate workflows related to trading agreements, regulatory compliance, contract management, and client communications., • Candidates should have a bachelor's degree or higher, with at least seven years of relevant product or technology management experience in investment management, trading operations, or financial technology., • Deep understanding of securities lifecycle management, front and middle office workflows, trade processing, and reference data systems; experience with legal, regulatory, or communications systems is a plus., • Experience working with software development teams to design and deliver complex technical solutions in a fast-paced financial environment., • Keen analytical, organization, and prioritization skills; demonstrated ability to drive cross-functional initiatives from inception to completion., • Impressive verbal and written communication skills; proven ability to collaborate with and influence partners across investment, legal, and technology domains., • High degree of professional integrity and discretion when handling sensitive business and client information., • Skilled at proactively identifying and addressing complex, ambiguous problems with attention to detail and a service mindset. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a prominent multinational investment management firm. The company manages a variety of investment funds that make extensive use of quantitative methods and proprietary computational technology to support fundamental research in the management of its investments. They have a relentless focus on innovation and integration: innovation in new products, markets and businesses as well as new tools, models and technology management and performance structures; integration of fundamental research, quantitative strategies and technical analysis, all supported by an intensive focus on operational excellence and comprehensive risk management. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs SALARY RANGE: The expected annual base salary for this position is $175,000 to $230,000. Their compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

Job Description Performance Marketing Director AKA NYC is a New York City based, award-winning, fully integrated advertising agency with unparalleled expertise across the arts & entertainment, leisure, travel, retail, and tourism sectors. We are content-forward and data-fueled with a proven record of delivering cross-platform campaigns that get results. We are proud to partner with some of the most iconic names in entertainment, culture, and live experiences. Our client roster includes Broadway’s biggest shows, world-renowned institutions like The Metropolitan Museum of Art, vibrant attractions such as The New York Botanical Garden, and dynamic sports organizations like the Harlem Globetrotters. From the magic of live theatre to the energy of stadiums and the wonder of cultural landmarks, we craft campaigns that connect audiences with real experiences – providing real stories, real emotions and real connections. AKA NYC is looking for a Performance Marketing Director to shape and execute innovative multi-channel media plans. This role will contribute significantly to the success of high-profile campaigns. Reporting to the Head of Paid Media, the Performance Marketing Director is a full-time position that is based in New York City. WHAT YOU’LL DO: • Act as the lead performance marketing advisor for key clients, translating their goals into actionable, measurable media strategies., • Lead performance media strategy and execution across key client accounts, with deep expertise in Search, Paid Social, Programmatic, and CRM channels., • Oversee campaign planning, buying, and optimization to ensure efficient, data-driven, and results-oriented execution., • Develop data-informed media strategies that align with client goals and deliver on key performance metrics., • Oversee testing initiatives across creative, targeting, and bidding to drive continuous improvement., • Identify new opportunities for innovation, platform adoption, and emerging media channels., • Collaborate with creative, strategy, and account teams to deliver cohesive, high-impact campaigns., • Maintain a deep understanding of client industries, audiences, and competitive landscapes to proactively identify opportunities for performance growth., • 6 - 8 years of experience in performance or digital marketing, ideally within an agency setting., • Proven track record managing campaigns across Google Ads, Meta, TikTok, LinkedIn, DV360, and The Trade Desk., • Deep understanding of key performance metrics (CPA, ROAS, CTR, CVR, etc.) and optimization levers., • Strong analytical mindset and comfort using tools like Google Analytics, Looker, or Tableau., • Exceptional communication skills and able to present strategy and performance clearly and confidently., • Strategic thinker who thrives on connecting data insights with creative storytelling., • Highly organized multitasker who can manage competing priorities in a fast-paced environment., • Collaborative, proactive, and passionate about culture, live experiences, and audience engagement. The salary range for this position in New York, NY is $120,000 to $140,000 per year. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and years of experience. A discretionary bonus may be provided as part of the total compensation package. AKA also offers a comprehensive benefits package designed to support your well-being, growth, and balance, including: • Comprehensive healthcare & dental – 100% employer-paid for employees, • Generous PTO policy, plus ½-day Summer Fridays to make the most of sunny days, • Hybrid work model – a balance of in-office collaboration (minimum three days per week) and flexibility, • Continuous growth & learning – annual Training & Development fund to sharpen your skills, • Financial wellness perks – student loan repayment or tuition assistance based on tenure, • Paid parental leave – up to 12 weeks to support growing families, • Sabbatical opportunities – recharge and return inspired with paid time off for long-term employees, • A pet-friendly office – because great ideas come with great company A Note on Diversity and Inclusion At AKA we believe our team is at its best when we reflect the diversity of our community. We strive to hire and cultivate the best talent so when recruiting we work to actively reach and engage a wide community of people. We’re passionate about creating an inclusive workplace that promotes and values diversity. We believe a diverse team makes us smarter, more creative and helps us better understand the needs of the audiences we target with our campaigns. AKA is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. Sound like a good fit? We’d love to hear from you! Please apply through our website. No phone calls or walk-ins, please. Powered by JazzHR peLDlWLqpa

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. • Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution., • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases., • Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa., • Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship., • Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential., • Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment., • The ability to represent the best of Quantexa to clients and prospects from end users to CEOs., • Exceptional organizational and pipeline management skills., • Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: • Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc., • Specific BSA/AML Experience, • Specific East coast and/or midwest regional expertise in banking, • Enterprise AND SaaS experience, • Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays ???? · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off ????️‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Job DescriptionWe’re hiring a Business Analyst Consultant!Employment type: Full Time/Direct Hire (No Agencies or C2C)Location: New York City or Charlotte, NC Metropolitan RegionsLocation Type: Hybrid - Home Office/Local Ippon office (1-2 days per week onsite) About Ippon:The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering. About the position:We’re seeking a Business Analyst Consultant with Asset Management experience to join our team. The ideal candidate will serve as the bridge between business and technology, translating complex investment, trading, and portfolio management needs into clear, actionable requirements and user stories. You’ll work closely with cross-functional teams of consultants, product owners, and engineers to deliver technology-enabled solutions that improve data transparency, automation, and operational efficiency across investment platforms. This is a mid-to-senior-level consulting role, ideal for someone who thrives on problem-solving, engaging directly with clients, and creating clarity in fast-moving, complex environments.Roles and Responsibilities: • Discovery & Analysis, • Conduct client stakeholder interviews and workshops to elicit, document, and validate business requirements, • Analyze current-state workflows, data flows, and system dependencies across portfolio management, trading, compliance, or reporting functions, • Define future-state process maps and identify improvement opportunities, • Translate requirements into epics, features, and user stories with clear acceptance criteria, • Analyze data quality, identify gaps, and quantify business impact to inform prioritization, • Data & Systems Understanding, • Partner with data and engineering teams to define data mapping, lineage, and transformation rules, • Use SQL or query tools to validate data sets, confirm business rules, and troubleshoot data quality issues, • Validate data transformations and business rules through hands-on testing and scenario analysis, • Understand investment data models, reference data, and integration points between front, middle, and back-office systems and collaborate with engineers to translate business requirements into aggregable, reusable data models, • Use SQL, DAX, and Python to explore, validate, and model data in support of reporting, analytics, and decision-making, • Consulting & Delivery, • Frame business problems, shape solution options, and prioritize initiatives based on business value, • Serve as or support project leads and tech leads in defining scope, timelines, and delivery milestones, • Connect business objectives with technical execution, ensuring data and engineering teams deliver solutions aligned to stakeholder needs, • Support UAT, change management, and product/project go-live readiness, • Relationship & Communication, • Build trusted advisor relationships with client business and technology stakeholders, • Clearly communicate insights, findings, and recommendations to executive and technical audiences, • Mentor team members by sharing knowledge of asset management concepts, workflows, and business drivers to strengthen their industry acumen and client impactCompetencies we are looking for:, • Minimum Qualifications:, • 5+ years of Business Analyst or Product experience in Asset Management, Buy side, Investment Operations, etc., • 2+ years of experience in consulting or client-facing roles able to assess client needs, use cases, structure problems, communicate clearly, and deliver value with minimal direction, • 2+ years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery, • Strong understanding of asset classes (equities, fixed income, derivatives), order management systems (OMS), and performance or accounting data flows., • Ability to interpret complex financial instruments, data, and transactions., • Experience delivering solutions with data visualization tools (Power BI, Tableau), • Proficiency in reading or writing basic SQL to validate business rules, test data, or troubleshoot issues, • Familiarity with data warehousing concepts, APIs, and integration workflows, • Experience working in Agile delivery environments with tools such as Jira and Confluence, • Exceptional written and verbal communication skills, with the ability to bridge business and technical domains, • Preferred Qualifications:, • Bachelor’s degree in Finance, Business, Computer Science, or related field, • Relevant certifications such as CFA, CAIA, or PMP certification, • Python programming experience, • Prior experience working within or supporting a FINRA-member firm, broker-dealer, or registered investment adviser (RIA), • Experience with investment accounting systems, data integration platforms, or cloud-based portfolio analytics solutions, • Exposure to regulatory initiatives (ESG reporting, data lineage, compliance automation), • Familiarity with enterprise-scale software development lifecycle and associated processesWhat we offer:, • Competitive salary – Great starting salaries for well qualified candidates, • Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best, • Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs, • 401k with company match - Ippon offers an industry leading 401(k) matching plan, • Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans

Job Description Harlem Children’s Zone (HCZ) is seeking a highly accomplished and values-aligned attorney to serve as its General Counsel, a new and pivotal role that will contribute directly to HCZ’s mission and the empowerment of the Harlem community. Reporting to the CEO, this person will serve as the organization’s chief legal advisor and a trusted strategic partner to the CEO, Board of Trustees, and senior leadership team. The GC will oversee all legal matters, provide risk management guidance, ensure compliance with federal and state laws, and support HCZ’s mission-driven operations. This individual will lead and manage legal strategy across a range of areas including governance, employment law, contracts, intellectual property, and regulatory compliance. They will also play a key role on the Executive Team (“E-Team”) in supporting the achievement of HCZ’s vision of operational excellence, as well as the mission of ending the cycle of intergenerational poverty. Requirements • Juris Doctor (JD) from an accredited law school and admission to the New York State Bar (or eligibility for in-house counsel registration)., • Deep knowledge of governance, contracts, employment law, and compliance frameworks., • Strong strategic thinking and problem-solving skills with the ability to provide sound, business-oriented legal advice., • Ability to provide strong leadership; strongly ability to work with diverse personalities and level access functions., • Exceptional communication, negotiation, and interpersonal skills, with the ability to work collaboratively across diverse teams., • High integrity, sound judgment, and a passion for HCZ’s mission and values., • Excellent managerial and problem-solving skills required. Legal Strategy & Counsel • Serve as the principal legal advisor to the CEO, Board of Trustees, and executive team., • Provide proactive legal guidance on strategic initiatives, program development, partnerships, and organizational growth., • Ensure the organization’s compliance with all applicable local, state, and federal laws and regulations., • Advise on nonprofit governance best practices and maintain compliance with 501(c)(3) requirements., • Provide counsel on employment-related matters, including employee relations, labor law compliance, and internal investigations., • Manage risk assessment and mitigation strategies across all departments and programs., • Oversee outside counsel for litigation, dispute resolution, and specialized legal issues., • Prepare and review legal materials for Board meetings, ensuring alignment with governance and fiduciary responsibilities. As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) The salary range for this position is $290,000-$320,000 per year. This position will be eligible for an annual performance bonus and participation in the Senior Management Growth Fund, a deferred bonus program for senior staff. To be considered, interested applicants should apply directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. Harlem Children's Zone and Promise Academy Charter Schools do not provide work visas for candidates who require employer sponsorship to ensure work authorization in the United States. Harlem Children's Zone is an Equal Opportunity Employer.

Job Description LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: • Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.), • Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele, • Experience in commercial and residential mortgage lending, • Minimum 3 years in business to business sales, • Excellent written and verbal communication, strong organizational skills, and time management., • High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues., • Comfortability working in a fast paced, technology driven environment, • A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: • Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory., • Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs., • Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities., • Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice., • Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support., • Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services., • Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process., • Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Why LendingOne: • Diverse and inclusive workplace, with a supportive and friendly team, • Company awards, recognitions, and community involvement opportunities, • Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!, • 10 Company-paid holidays, and Paid-time Off, • Work-From-Home Fridays!, • Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection, • We believe in promoting from within

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Position: CastleOak's equity trading team consists of highly motivated and seasoned professionals with strong institutional relationships and a relentless focus on growth. We provide comprehensive trading capabilities, including algorithmic, high-touch, and program trading across domestic and global markets, operating 24/6 to meet client needs. We are seeking a senior-level equity sales trader with deep global electronic trading expertise and a proven ability to sell algorithmic strategies and liquidity solutions. The ideal candidate has a strong rolodex of institutional clients actively engaged in electronic trading, a robust understanding of U.S. market structure, and familiarity with international equity markets and workflows. Key Responsibilities: • Leverage a book of institutional electronic trading relationships to drive revenue and onboard new accounts., • Act as a trusted advisor to clients on execution strategy, liquidity sourcing, and algorithmic optimization across global markets., • Proactively sell CastleOak's electronic and algo trading suite, articulating differentiated performance and routing logic., • Possess expert-level knowledge of U.S. equity market structure, including order types, venues (ATS/exchanges), dark pool dynamics, and regulatory considerations., • Demonstrate familiarity with international markets, including T+ settlement cycles, local microstructure, and cross-border order handling., • Provide pre- and post-trade analysis to clients, including VWAP, arrival price, and venue markout commentary., • Collaborate with client trading & quant teams to offer client feedback that enhances algorithmic trading performance and platform features., • Deliver real-time market color, execution insights, and high-touch coverage when needed., • Ensure all activity is compliant, well-documented, and adheres to risk and regulatory controls., • 5+ years of equity trading or electronic sales trading experience, • Demonstrated ability to generate revenue through electronic trading client coverage, • In-depth expertise in U.S. equity market structure and global trading protocols, • Strong sales skills with a history of institutional client acquisition and retention, • Familiarity with industry-leading EMS/OMS platforms and algorithmic providers, • FINRA Series 7 & 63 required, Series 55 & 24 a plus, • Excellent communication and analytical skills, • Experience launching or scaling electronic trading platforms, • Base Salary: $150K–$200K, commensurate with experience, • New York, NY (Hybrid: Minimum 3 days in-office per week) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

Job Description About the Opportunity The National Women's Soccer League (NWSL) is one of the fastest-growing professional sports leagues in the U.S., powered by 16 clubs and a deep roster of the world's best players, and built on record-shattering fan, media and commercial growth. Now in its 13th season, the league's momentum continues to accelerate, with viewership and attendance numbers growing rapidly, social media fandom on the rise, team valuations massively increasing and new top sponsors investing in the NWSL brand. This unprecedented growth in audience, media reach, and franchise value reflects the NWSL's expanding fan base and increasing dominance in the sports-media landscape and popular culture. The future of the NWSL is now - and we're looking for world-class talent like you to help us continue the momentum. The Role The Manager, Public Relations and Communications plays a critical role in shaping and amplifying the NWSL's voice across both consumer and B2B audiences. Reporting to the Vice President of Public Relations and Communications, you will define and execute integrated communications strategies that aggressively elevate the league's brand, drive commercial success, and strengthen its position as the leader in women's sports and entertainment. You will be the vital link connecting PR efforts with cross-functional partners-including Marketing, Sponsorship, Content, and Social-to embed communications into all major initiatives, secure high-impact earned media, and craft cohesive narratives that elevate the league, its clubs, and its world-class players to fans, partners, and the broader cultural landscape. What You Will Own & Drive Strategy & Integrated Execution ???? • Develop and execute a comprehensive, integrated PR strategy that reinforces the NWSL's position as a modern, fast-growing sports and entertainment property., • Lead consumer and B2B communications initiatives, including brand storytelling, product launches, partnership announcements, and executive and player visibility programs., • Cultivate and maintain strong, authentic relationships with key national, local, and trade media, with a focus on reporters covering the intersection of sports, culture, and business., • Own the creation of all core press materials including releases, pitches, media alerts, FAQs, key messaging documents, and executive talking points., • Secure meaningful earned media that drives awareness, engagement, and conversion among fans, partners, and the broader public., • Serve as a strategic communications advisor to league departments and clubs, offering guidance on crisis communications, media best practices, and message development., • Work closely with club communications leads to maximize shared storytelling opportunities and coordinate communications around key league moments and announcements., • Partner on media operations and communications planning for major league events (e.g., Challenge Cup, Summer Cup, Media Day, Championship), ensuring flawless execution., • Track media coverage and industry trends to identify timely cultural and business conversations, proactively positioning the NWSL into the discussion., • Monitor competitive PR activity and stay current on emerging media platforms and PR innovations; recommend new, data-backed approaches to elevate the league's visibility and impact. What You Will Bring Core Qualifications • 3-5 years of hands-on experience in public relations, ideally in sports, entertainment, or high-growth consumer brand communications., • Proven track record of developing and executing strategic PR programs that demonstrably drive earned media coverage and measurable brand impact., • Established relationships with key national sports, business, and lifestyle media contacts., • A strong writer and editor with exceptional written and verbal communication skills; adept at message development, executive prep, and compelling storytelling., • Experience working cross-functionally within an organization and managing external agency partners., • Highly collaborative, organized, and proactive-must thrive in a fast-paced environment and efficiently manage multiple, competing projects., • Strategic thinker with strong storytelling instincts and creativity., • A credible, trusted communicator who can influence and build rapport across all levels of the organization and with external stakeholders., • Solution-oriented and calm under pressure-able to navigate complex media inquiries and time-sensitive situations., • Demonstrated commitment to advancing diversity, equity, and inclusion in all aspects of work., • Possesses a positive, team-first attitude and passion for the NWSL mission. Our Investment in You In addition to working in an incredible, inclusive, and committed-to-diversity culture, we offer: • Competitive Compensation: $90,000 - $105,000 (Salary is contingent upon candidate qualifications and functional business needs)., • Time & Flexibility: Unlimited Paid Time Off (PTO), sick days, and an end-of-year office closure., • Hybrid Work Model: Three days in-office and two remote days per week., • Robust Health Coverage: Medical, Dental, Vision, and Mental Health benefits for employees and dependents., • Financial Future: 401k with employer match and safe harbor contributions., • Additional Perks: Commuter benefits, Short/Long-Term Disability, Life Insurance, and Voluntary Pet Insurance. Commitment to Diversity and Inclusion The NWSL is proud to be an Equal Opportunity Employer. We celebrate diversity and are deeply committed to creating an inclusive and equitable environment for all employees. All employment decisions-including recruitment, hiring, placement, promotion, compensation, and termination-are made without regard to race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or any other basis protected by applicable law. If you need assistance or an accommodation during the application process due to a disability, you may contact us at .

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR jHmPWSY6ZQ

Job Description Are you looking for a challenge and a career that helps change people’s lives and also provides opportunity for growth and advancement? Then the Allen School is for you! In this entry level role advisors will have the opportunity to make a difference by working with students by building relationships through advising them on the requirements for admittance into specific health care programs. Enrollment Advisors evaluate a prospective student’s needs, goals, and career objectives to identify if The Allen School of Health Sciences has the appropriate academic program, environment and services available that will enable students to achieve their personal and professional goals. Essential Job Duties: The Enrollment Advisor will schedule virtual meetings with prospective students to discuss their needs, goals, and values. You will answer any questions they may have about the admissions process and provide information about the programs and services offered by the institution. During these meetings, the advisor will also assess the student's suitability for the program and provide guidance on the next steps in the application process. The advisor will maintain professionalism, empathy, and clear communication throughout the virtual meeting to ensure a positive and informative experience for the prospective student. As an Enrollment Advisor, you will be responsible for providing information and guidance to prospective students interested in enrolling in our institution. Your duties will include: • Taking inbound calls from prospective students who are interested in learning more about our programs and services., • Making outbound calls to follow up with prospective students who have expressed interest in our institution., • Providing detailed information about our academic programs, admissions requirements, and financial aid options., • Assessing the needs and goals of prospective students to determine the best program fit for them., • Guiding prospective students through the application process and assisting them with any questions or concerns., • Maintaining accurate records of all interactions with prospective students in our CRM system to include all technology components such as student information systems (Campus Vue), email, outlook and excel.., • Collaborating with other team members to ensure a seamless admissions process for prospective students., • Meeting individual and team targets for student enrollment and retention, • Positive, consistent role model that exhibits Allen School of Health Science’s Core EDUCATE Values at all times., • Successfully manage caseloads for enrollment and completion of students, • Successfully attend initial and on-going training sessions to enhance institutional operational knowledge, ranging from marketing through career services with a focus on regulatory and compliance standards in all areas., • Proactively identifies potential barriers within the student enrollment process and initiates steps resulting in resolution. Job Requirements: • Bachelor’s degree preferred, Associate’s degree or High School diploma required, • Industry related experience a plus, • Must have experience in a professional outbound call center or admissions office with a focus on the student experience, • Dedicated to providing an exceptional student experience, • Passion for admissions, education, and continuous learning environment, • Possess a sincere interest in helping others achieve life’s goals, • Ability to understand and appreciate students and co-workers, • Ability to work a flexible schedule to include some evenings, • Basic Microsoft Office and CRM experience, • Proficiency with technology and student management systems To be successful in this role, you must have excellent communication skills, a customer-focused approach, and the ability to build rapport with prospective students. Experience in a similar role and knowledge of higher education admissions processes are preferred. Additionally, proficiency in using CRM systems and a strong attention to detail are essential for this position. This is a full-time position that requires day and evening schedules and is a campus-based Position. We offer a robust benefits package including the following options: Medical, Vision, Dental, Disability, Life and 401K. For consideration, only online applications will be accepted. For further information, you may contact your local campus. Campus contact information listed on our website at Thank you for your interest in our school system. Our schools prohibit discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, genetic information, veteran status, or any other status protected by applicable law to the extent prohibited by law. Powered by JazzHR oh7FpB6tbq

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Audit Partner- Architecture, Engineering & Construction A long standing firm is looking to add to their leadership team. Their AEC department is growing and wants to add someone that will elevate people around them. This role is open to Director or Partner level! Responsibilities: • Lead and manage audit engagements for (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Act as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights., • Provide leadership and mentorship to the audit team, • Foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks. Qualifications: • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field., • CPA, • 10+ years of experience, most in AEC, • Thorough understanding of financial reporting, accounting principles, and regulatory requirements., • Strong analytical and problem-solving skills., • Exceptional leadership skills., • Proven ability to manage multiple engagements and deadlines simultaneously. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: To be a valued member of Anchin's real estate team as tax and business advisor delivering real estate industry-focused tax advisory and compliance services. You will become a trusted advisor to the clients you serve by providing solutions to a variety of complex tax and business issues. As a result, you will deepen your industry expertise and knowledge while furthering your career. You will work with team and firm leadership to grow the business, having a direct impact on your and the firm's success. You will have the opportunity to participate in business development and thought leadership activities. Moreover, you will lead and mentor a very talented real estate team. RESPONSIBILITIES: • A member and leader of a valued engagement team providing federal, state, and local tax compliance and consulting services to real estate clients., • Lead and develop client relationships., • Consult daily with clients regarding tax and business matters., • Proactively deliver exceptional client service in a timely, professional, and accurate manner., • Provide tax planning and savings opportunities to the client., • Identify opportunities to provide additional consultative solutions and services that will provide value to the client., • Work with the other tax consulting services pertaining to tax matters in the state and local, high net worth, international, research and development, cost segregation and other advisory services., • Be involved in Business Development and Thought Leadership activities., • Assist with all areas of client engagement regarding staffing, billing, and engagement economics., • Cultivate career lasting relationships with your colleagues and clients. Education: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • 8+ years experience providing federal tax compliance and consulting services to real estate clients in a professional services firm, including supervising, mentoring and counseling associates., • Demonstrated leadership, project management, communication and analytical skills., • A track record of providing exceptional client service. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re looking for an Enterprise Lead to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy - focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. Our objectives for the role: Client Ownership & Success * Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction. * Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Renewals, Upsell & Expansion * Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. * Identify new opportunities - broader user adoption, premium features, deeper integrations. * Lead commercial conversations with C-suite stakeholders and senior decision-makers. * Align pricing, contracts, and platform capabilities to client goals and investment strategies. Stakeholder Engagement * Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. * Tailor messaging and engagement to different levels of the client organization. * Represent the voice of the client internally to influence product and operational priorities. Strategy & Process Improvement * Help shape playbooks for renewals, pricing, account expansion, and strategic success. * Track and report on account health, pipeline activity, and revenue performance. * Contribute to scaling the function - mentoring teammates and improving internal processes. You’re a fit if you: * Have 6+ years of experience in Enterprise Sales/Account Manage within a SaaS technology company, preferably in a growth stage startup. * Have consistent quota attainment or a track record of success. * Have experience in wealth management, RIA operations, or private fund administration. * Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. * Have used platforms like Addepar, Black Diamond, or Orion. * Are comfortable with CRMs, data systems, or SQL (or eager to learn!). * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Have helped build or scale a commercial or customer success function in a startup environment. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $180K - $320K

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: As the Director of Strategic Growth, you will directly manage and develop Savvy’s team of Strategic Growth Managers, ensuring they consistently perform at a high level and achieve revenue goals. You will partner closely with the Chief Growth Officer to set the tone for the team, establish sales strategy, and define the culture of the Strategic Growth organization. This role requires a proven people leader who excels at both operational execution and long-term strategy. You will coach team members, refine playbooks, manage pipeline health, and serve as a trusted advisor to leadership on revenue-driving initiatives. Responsibilities: Team Management & Development: * Directly manage, coach, and support a team of Strategic Growth Managers to achieve and exceed individual and team targets. * Partner with the Chief Growth Officer to set performance expectations, drive accountability, and establish a culture of excellence. * Recruit, hire, and retain top talent while creating career development opportunities for the team. * Conduct regular 1:1s, pipeline reviews, and performance check-ins, ensuring the team is consistently improving and motivated. Sales Strategy & Execution: * Work with the Chief Growth Officer to define and refine sales strategy, territory allocation, and team priorities. * Own team-level revenue forecasts and provide visibility to executive leadership. * Ensure effective adoption of sales playbooks, processes, and tools to drive consistency across the team. * Step in to support Strategic Growth Managers on complex or high-value negotiations as needed. * Excels at creative negotiating & deal making as a requirement Cross-functional Leadership: * Serve as a bridge between the Strategic Growth team and executive leadership, ensuring alignment on goals and market feedback. * Partner with marketing and SDR leadership to optimize lead generation, prospect engagement, and conversion rates. * Collaborate with product and operations teams to provide insights from the field and shape future offerings. Must Have: * 5+ years of experience successfully managing and scaling high-performing sales teams. * Demonstrated ability to hire, develop, and retain top-performing sales talent. * Track record of leading teams in a fast-paced, high-growth environment (startup or equivalent). * Strong history of exceeding revenue targets with deal sizes of $200k–$1M+. * Expertise in executive-level sales and complex deal negotiation. * High emotional intelligence and proven ability to balance coaching with accountability. Nice to Have: * Background in Financial Advisory / Wealth Management (RIA, broker-dealer, or equivalent). * Experience with sales enablement and recruiting models in platform or marketplace businesses. * Proficiency with sales technology (CRM, Gong, Apollo, etc.). Qualities: * Hands-On Manager: Actively manages the team’s day-to-day while setting clear goals and standards. * Strategic Partner: Works closely with the Chief Growth Officer to shape strategy, culture, and growth priorities. * People Developer: Invests in coaching and empowering others to achieve their full potential. * Operational Leader: Brings rigor to pipeline management, forecasting, and performance tracking. * Culture Builder: Creates an environment of collaboration, accountability, and ambition. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $350K

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: We’re looking for an experienced Engineering Manager to join our growing team. You’ll play a critical role in building, delivering, and scaling Savvy’s product. This is a hands-on management position: you’ll lead a team of passionate product-focused engineers while also diving into projects, collaborating closely with product, design, and go-to-market teams. You’ll learn how our business works, what our financial advisors and valuable clients need from us, and connect your engineering team’s work directly to business impact. Responsibilities: * Drive execution & delivery: own technical project management, ensure projects are well scoped, deadlines are met, and quality is high. * Partner closely with our product and design teams to scope project feasibility and estimates. * Be a force multiplier: unblock engineers, help them grow, and maintain a high-performing culture that’s accountable to impact and delivery. * Lead & grow an engineering team (6+ direct reports), providing coaching, feedback, and career development, as well as managing performance, hiring, and when needed, making tough calls. * Wear multiple hats: step into product leadership when needed, meet with customers and prospects, and collaborate cross-functionally with sales, operations, compliance, and leadership. * Shape our engineering culture: help us scale from Series B to beyond, putting the right processes in place without heavy bureaucracy. Make sure your team feels empowered to deliver impact at high velocity. Must have: * 3+ years as an engineering manager at a mid-size, scaling startup (typically Series A–C), managing both technical execution and people (performance, hiring, firing). * Managed a team of at least 4-6+ engineers directly. * Background of 3+ years as a fullstack or backend engineer so that you are strong enough to dive into technical details, guide system design decisions, and mentor your team. * A delivery & execution-focused mindset, with clear awareness of your impact as an engineering leader. * Passion for enabling teams while holding them accountable for execution. * Experience on product-focused teams (shipping user-facing features) vs. solely infrastructure/platform teams. * Excited to grow with Savvy from Series B to later stages. Nice to have: * Experience leading hybrid teams (we are a mix of in-person + remote across NYC and LatAm time zones). * Fintech or other compliance-heavy industry experience. * Exposure to infrastructure, data, or related technical areas. * Interest in being a future founder. Savvy can expose you to incredible detail on how scaling businesses grow, operate, and break. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage and support * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $200K - $265K

Job DescriptionCareer Renew is recruiting for one of its clients a Principal Solutions Engineer - Crypto - this is a fully remote role for US-based candidates. Join a stellar team of leaders and experts in blockchain technology, cryptography, infrastructure, and security to build the backbone of blockchain wallet infrastructure for the next financial era. We’re hiring a Principal Solutions Engineer to help institutions, fintechs, and enterprises across the Americas adopt us with confidence and ease. This role is hands-on and client-facing: you’ll design integrations for complex environments, guide customers through deployment, and provide end-to-end technical support. You’ll pair technical expertise with strong communication skills, serving as an advisor to CTOs, architects, and engineering teams. Expect to design tailored solutions, deliver technical proposals, troubleshoot issues in real time, and collaborate closely with our backend, security, and product teams to ensure successful outcomes. Preferred experience Responsibilities * Guide financial institutions and fintechs through seamless onboarding and integration. * Build secure, scalable deployment pathways that bridge legacy and modern systems. * Provide hands-on support: troubleshoot, fix, and build solutions alongside client teams. * Collaborate with sales on technical proposals, demos, and RFP responses. * Maintain and improve technical documentation and developer guides. * Gather client feedback and translate insights into product and API improvements. * Represent us at conferences, workshops, and customer meetings. Requirements * 10+ years in solutions engineering, forward-deployed engineering, enterprise integration. * Track record of helping institutions or enterprises deploy mission-critical systems. * Strong in TypeScript (or similar languages) with proven API experience (REST). * Deep knowledge of cloud platforms (AWS essential; GCP/Azure/Thales a plus), microservices, and serverless architectures. * Skilled in troubleshooting complex issues and delivering under pressure. * Solid understanding of enterprise security frameworks (ISO 27001, SOC 2, PCI DSS). * Excellent communicator, able to bridge technical and business conversations. * Strong documentation, presentation, and demo skills. * Knowledge of blockchain, custody, and financial workflows strongly preferred. * Certifications (e.g., AWS Solutions Architect) a plus; Spanish/Portuguese fluency valued. Compensation & Package * Title: Principal Solutions Engineer * Salary: $160,000-220,000 per year (full-time). * Equity: 100-200 stock options vested over 4 years. * Benefits: Healthcare, 401K, and travel expenses. * Location: United States (remote-first, office optional). * Equipment: MacBook Pro + essentials.

Job DescriptionAbout Sei Sei Labs builds open sourced technology for the high-performance Sei Blockchain, the first parallelized EVM Layer 1 blockchain designed to scale with the industry. The unique optimizations built into Sei enable Web3 applications to reach Web2 level scale and performance, driving the mass adoption of digital assets. The Sei Labs team is comprised of former Robinhood, Nvidia, Google, Databricks etc. veterans dedicated to onboarding the next billion users onto a vibrant ecosystem of applications. Sei Labs has raised over $30M from top investors including Jump Crypto, Multicoin Capital, Coinbase Ventures, Distributed Global, Hudson River Trading, and Flow Traders. Check out our website and docs for more details. About the Role Sei Labs is looking for a Deputy General Counsel to help lead the legal function through the next phase of growth as Sei continues to bridge the gap between crypto and traditional finance. This role sits at the intersection of product, regulation, and innovation — supporting incubation efforts that push the boundaries of how digital asset markets operate globally. You’ll partner directly with the General Counsel and cross-functional leaders to shape legal frameworks around next-generation financial products, ecosystem development, and new venture initiatives. The ideal candidate is entrepreneurial, adaptable, and comfortable making judgment calls in frontier environments.Responsibilities • Serve as a senior advisor to the General Counsel and executive leadership on legal, policy, and operational matters., • Oversee legal strategy for Sei’s cutting-edge incubations across DeFi, market structure, and real-world asset integrations., • Manage and mentor members of the legal team while scaling processes across multiple entities., • Lead engagements with regulators, industry bodies, and partners on emerging frameworks for digital asset innovation., • Oversee commercial, governance, and compliance matters with a focus on scalability and clarity., • Partner with business and product leads to enable compliant product launches and partnerships., • Maintain alignment between Sei Labs and Sei Development Foundation on key strategic initiatives.Qualifications, • J.D. from an accredited law school and active U.S. bar membership., • 8+ years of legal experience, including significant in-house or fintech/crypto exposure., • Strong working knowledge of securities, commodities, and payments law., • Experience in managing teams and working with cross-functional stakeholders.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things. SC 2.0 is the engine powering our vision. Appian's Solutions Consulting team is in the midst of an exciting transformation—redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our SCs don't just demo features—they tell stories, co-create with customers, and help shape strategy with technical credibility and business insight. Read More About SC 2.0 Here You can listen to our Global SC leader, Gregg Aldana discuss SC 2.0 here Appian's Game Changing Solutions Consulting Team - Do you enjoy solutioning with an award winning technology? Do you like working alongside the smartest and most creative people in the tech industry? Ready to take your career to the next level and have a tremendous amount of fun in the process? Come and join one of the most exciting, energetic and emerging areas of Appian that is poised to fuel the next stage of growth of this ambitious company and your career: Solutions Consulting. The Global Solutions Consulting organization at Appian is a team like no other out there. We are self-starters that are passionate about our mission and are redefining what it means to work in the Pre-Sales or Sale Engineering profession. Whether you are a seasoned veteran of Solution Consulting for many years or looking to pursue a new career in this area, this is THE TEAM…..THE COMPANY and THE MOVEMENT you want to be a part of. Appian Solution Consulting starts with the "Why" behind the mission critical solutions that are driving success for our customers. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond. Appian's Solution Consultants are the trusted advisors for customers, partners, sales, product, marketing and the company's leadership. Join this exciting team today to begin fueling your career! To be successful in this role, you need: • Deep and recent expertise in the Financial Services (FS) Industry domain. You must speak the language of FS executives, understand their core business challenges (e.g., regulatory compliance, risk management, customer onboarding, loan origination, tokenization), and translate those into high-impact Appian solutions., • Experience working in an enterprise software sales position OR a client-facing technology advisory role within a Financial Services institution or ISV (e.g., in transformation, architecture, or strategy)., • Technical depth to respond to all functional and technical elements of RFIs/RFPs, • Ability to strategically problem solve by thinking outside of the box to create innovative solutions that address complex FS challenges., • Possesses technical expertise to identify how Appian can fit into the bigger organizational, • Strong verbal and written communication skills; experience with customer interaction, requirements analysis, and presentations, • Ability to have technical discussions with Appian's product team., • Bachelor's or Master's degree in Information Systems, Engineering, Computer Science, or a related field or equivalent experience., • 5+ years as a successful Pre-Sales Engineer OR 6+ years in a Professional Services/Consulting role, with a significant focus (3+ years) in the Financial Services Industry., • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Samsung SDS America is seeking for an Presales Solution Consultant to drive the presales efforts and adoption of our next-generation AI-Driven eProcurement SaaS solution Caidentia. In this role, you will shape the success of our SRM solution helping businesses revolutionize their supplier relationship management, especially procurement processes and achieve unprecedented efficiency and growth. This is a unique opportunity to be part of a new global business initiative, merging the entrepreneurial drive of a startup with the solid foundation of Samsung SDS America. The successful candidate has a blend of technical expertise, industry acumen, and outstanding communication skills to engage with prospective clients, understand their business needs and technical requirements, and effectively demonstrate how the SRM solution can address their specific challenges around SRM. The SRM Pre-Sales Solution Consultant will collaborate with partners and act as a technical expert to support the entire sales process. The ability to connect technology with measurable business value is critical and you should have a demonstrated ability to think strategically about business, products, and technical challenges. Samsung SDS is the digital arm of the Samsung group and a global provider of cloud and digital transformation innovations. Samsung SDS delivers enterprise-grade solutions and services in cloud, secure mobility, analytics/ AI, digital marketing and digital workspace. Samsung SDS enables customers in government, financial services, healthcare, and other industries to drive business in a hyper-connected economy to increase productivity, safeguard assets, and make smarter decisions. Location: This is a 100% remote role based in the US. Business travel is required up to 40%. Responsibilities: • Act as a trusted advisor by understating the customer’s long term goals., • Work closely with customers to understand their requirements, scope projects and conduct product demonstrations., • Articulate technical concepts to all audiences, including C-level executives and customers., • Create compelling business solution strategy and roadmaps., • Complete required pre-sales documentation (configurations, services, proposals, presentations, justifications, etc.) ., • Develop services scope, level of effort, and SOWs aligning to customer's required outcomes, • Play a key role between Sales and Delivery in ensuring a smooth project execution and successful implementation., • Partner with our product team to continuously improve our offerings based on market demands, technology advancement, and client innovation., • Research new solutions and develop collateral for field enablement and customer facing use cases., • Bachelor Degree in Computer Science, Engineering preferred or related degree required, • 8 years of SaaS sales experience in technical sales or pre-sales roles within the SCM or SRM space, • Strong background in business applications, preferably SCM and SRM., • Strong understand of direct procurement space is preferred., • Strong knowledge of the supplier management, procurement processes, and supply chain dynamics., • Excellent customer relationship management skills, including effective oral and written communications., • Demonstrated ability to articulate complex ideas in a simple and understandable manner., • Experience communicating across technical and non-technical audiences., • Outstanding problem solving and analytical skills, including ability to build clear observations, analysis and conclusions based on customer interviews and data., • Demonstrated ability to adapt to new technologies and learn quickly., • Flexibility to travel up to 40% of the time., • Eligibility to work in the US for any employer without restrictions. Samsung SDSA offers a comprehensive suite of programs to support our employees: • Top-notch medical, dental, vision and prescription coverage, • Wellness program, • Parental leave, • 401K match and savings plan, • Flexible spending accounts, • Life insurance, • Paid Holidays, • Paid Time off We are committed to providing reasonable accommodations to participate in the job application or interview process for candidates with disabilities. If you need assistance and/or a reasonable accommodation, please send your request to this e-mail.

Job DescriptionSalary: $120'000 $135'000 Squirro is redefining how organizations unlock the power of their unstructured data through Generative and Agentic AI-driven insights. Our mission is to reshape the future of work with intelligent, context-aware automation empowering enterprises to make faster, smarter, and more human decisions. Were now looking for a Presales Engineer, for our US business, to help drive adoption of the Squirro Enterprise GenAI Platform across Americas. About the Role As a Presales Engineer at Squirro, youll bridge the gap between cutting-edge AI technology and real-world business impact. Working closely with our sales, product, and delivery teams, youll consult with enterprise customers to design, demonstrate, and deliver Generative and Agentic AI solutions that enable digital transformation especially within the banking, insurance, and financial services sectors. This role blends technical expertise, consultative sales skills, and strategic thinking. Youll help clients understand how Squirros platform and intelligent agents can streamline workflows, augment decision-making, and create measurable value. Key Responsibilities Include: • Solution Design & Strategy: Work directly with customers throughout the full cycle of solution design, implementation, and support. Translate business requirements into scalable technical architectures, and scope innovative Generative AI and Agentic solutions that deliver real transformation., • Demonstration & Proof of Value: Plan and deliver tailored product demonstrations and Proof of Value (POV) engagements showcasing how intelligent agents and Generative AI can solve complex enterprise challenges., • Sales Collaboration: Partner closely with the sales team to identify opportunities, shape proposals, and align customer needs with Squirros product capabilities. Act as a trusted technical advisor throughout the sales cycle., • Technical Advisory & Customization: Provide hands-on technical guidance and extend the platform with Python-based components (e.g., orchestrators, RAG pipelines, prompt-engineering frameworks). Design and adapt Frontend BI dashboards and Agentic UIs to visualize AI-driven insights., • Customer Feedback & Knowledge Sharing: Represent the customer voice internally, communicating field insights to Product and Engineering teams. Contribute to AI solution blueprints, architecture diagrams, and consultative documentation for project scoping and internal knowledge sharing., • AI Expertise & Continuous Learning: Stay current with the fast-moving landscape of Generative AI models, agent frameworks, and orchestration technologies, proactively advising customers on adoption strategies, risks, and opportunities. What Gets Us Excited About You • Client Interaction Experience:, • 5+ years in presales, solution consulting, or technical sales, with the ability to translate complex solutions for both technical and business audiences., • Technical Expertise:, • Strong background in software development or consulting, ideally with Python, APIs, and cloud architectures. Experience with Linux, scripting, and system integration., • AI Knowledge:, • Exposure to Generative AI, LLMs, or intelligent agent frameworks plus a solid understanding of data, NLP, and unstructured information systems., • Bonus Points:, • Experience in financial services or insurance, familiarity with Elasticsearch or vector databases, and a passion for helping enterprises scale AI responsibly. What youll love about being here: • Working at the cutting edge of AI, driving innovation in search and NLP, • A dynamic and agile work environment with opportunities to make a difference., • Hybrid-first work, with beautiful offices in New York, Zurich and Singapore, • Generous PTO, sick leave, and paid holidays, • Employee share program - taking part in our success, • Annual international gatherings in cool locations, • Access to Squirro Academy for the latest in Search & GenAI, • Mental health support through coaching/counselling services Ready to Shape the Future of AI with Us? If this sounds like your next adventure, wed love to meet you. Apply now and help enterprises turn AI potential into real-world impact. About Squirro Squirro is the enterprise AI platform built for regulated industries, streamlining enterprise search and automating complex, custom workflows. Secure, private, scalable, permissions-aware, and fully auditable, the platform ensures that every result is accurate and verifiable. Squirro powers agentic AI applications that are grounded in the organizations unique enterprise ontology. Founded in 2012, Squirro is currently present in Zrich, London, New York, and Singapore. Further information about AI-driven business insights can be found at