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MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are seeking an Accounting Associate for our New York City office. The ideal candidate will have a solid understanding of financial management principles and proven experience in audit procedures. The Accounting Associate will be responsible for ensuring the integrity of accounting information by maintaining and analyzing the sets of books for a portfolio of many debt funds as well as the Sponsor and related entities. The Associate will coordinate with fund administrators, working closely with Monticello’s Senior Controller, Chief Accounting Officer, as well as others on the Monticello team. The Associate will also assist in the financial statement preparation and FP&A functions for our various business lines and reporting entities. The primary responsibilities and qualifications include: • Support the Day-to-Day Accounting and Monthly Close Process for Monticello and it’s affiliate business units: Support and grow into the lead preparer of the monthly financials for Monticello as a corporate entity, along with several other internal business units at Monticello. This will be reviewed by CAO and then presented to firm leadership on a monthly basis., • Support the Day-to-Day Accounting and Monthly/Quarterly Close Process for Monticello’s investment management clients. Monticello is a registered investment advisor and acts as the investment manager to 40+ private funds. We engage a fund administrator to be the official books and records of these funds, but it’s critical that Monticello independently review and sign-off on those records prepared by the fund administrator. This role will support and grow into the lead liaison between Monticello and this fund administrator. This will include regular correspondence with the fund administrator, process-driven review and sign-off on our monthly / quarterly NAV packs, preparation of investor reporting materials, assistance with our quarterly distributions payable to investors, etc., • Audit Support: Support and grow into the lead audit liaison for Monticello. Monticello completes approximately 45-50 audits each year and engages two external audit firms to do so. This role will be instrumental in fielding audit requests, reviewing and drafting financial statements, and project managing the overall audit process. This will also include regular communication with our Fund Administrator and Valuation firms., • Tax Support: Support and grow into lead tax liaison for Monticello. Monticello and it’s affiliate entities complete over 300+ tax returns each year, and we engage two external tax firms to do so. This role will be instrumental in fielding tax requests, and project managing the tax return filing process., • Prepare all Corporate invoices: Invoices that are presently being prepared by the CAO will become the primary responsibility of this role., • Covenant Reporting: Support and grow into lead preparer of all covenant and compliance reporting the firm is subject to. This includes both corporate guarantees and guarantees in place at our affiliate fund levels., • FP&A Support: Assist in modeling financial proformas and FP&A functions for Monticello as a corporate entity, as well as Monticello’s affiliate funds., • Technology Implementation Support: Where the firm has new technology implementations arise, or existing initiatives in process, it will be required that this role embrace this automation, and assist, where needed, in these implementation initiatives., • Corporate Treasury Support: Where necessary, support the company’s Treasurer, CAO, and Senior Controller in the day-to-day cash management and firm treasury activities. Job Requirements: • 2 - 5 years of corporate or public accounting experience. Accounting and Finance experience in the Seniors’ Housing / Healthcare industries a plus, but not required. Auditor Experience strongly preferred, but not required, • Finance or Accounting degree required, • CPA certification a plus, but not required, • Experience in the following tech platforms not required, but strongly preferred: Kyriba, Netsuite, Sage Intact, • Strong computer skills with proficiency in Microsoft Excel and Adobe Acrobat, • Strong background in FP&A functions, including financial modeling and proforma analysis, • Must have strong work ethic, be able to work independently, • Proactive in identifying and resolving issues, • Strong analytical and excellent problem-solving skills, • Must be detail oriented and capable of multi-tasking, • Excellent oral and written communications skills, • Work in office as required by company policy. This is not a remote position. At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position is $100,000-$125,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

AML Analyst Position The AML Analyst plays a crucial role in supporting the organization's efforts to detect, prevent, and report money laundering activities and ensure compliance with AML and sanctions regulations. This entry-level position provides an excellent opportunity to develop skills and gain experience in financial crime compliance and AML operations. Responsibilities • Evaluate alerts generated by the Firm's transaction monitoring system (Actimize) to identify potentially suspicious transactions and customers who may pose a financial crime risk. Escalate findings in accordance with internal policies and regulatory requirements., • Review and analyze real-time OFAC and sanctions-related transaction alerts to ensure compliance with applicable laws and regulations. Due to payment processing times, the AML Analyst will be required to work until 6 pm, 2-3 times per week., • Conduct fraud and AML investigations into activities that may trigger a SAR filing requirement., • Participate in regular internal and external training sessions to stay current on AML and sanctions regulations, industry best practices, and internal compliance policies., • Assist in drafting team trainings, policies and procedures, and presentations., • Bachelor's Degree required., • 1-3 years of experience in reviewing customers and customer transactions for potentially suspicious activity and performing AML-related investigations using automated AML monitoring software., • Knowledge of the Bank Secrecy Act (BSA), the USA PATRIOT Act, and FinCEN/SAR., • Experience in securities within Private Wealth Management, ideally with a Broker-Dealer or Registered Investment Advisor., • SIE Exam and Series 7 are preferred., • Actimize Essentials experience is preferred., • Excellent research skills, including online research tools (LexisNexis and/or WorldCheck is a plus)., • Strong writing, analytical, decision making/problem solving and communication skills., • Able to multitask and complete projects timely., • Strong organizational and time management skills., • Experience drafting SAR Narratives. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit . Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

We have an exciting opportunity for a Director of Practice Group Management to support our Litigation and Energy practice groups at Eversheds Sutherland (US) LLP. We are searching for someone who wants to be a valued contributor and member of a talented and dynamic team of lawyers, paralegals and business professionals. The Director of Practice Management will be responsible for the effective oversight and management of the strategy, people, finance, and operations of their assigned practice groups (PGs). This person will do so by serving as a trusted advisor to their assigned practice group leaders (PGLs) and providing strategic analysis/consulting on a range of business topics. Success in this role will be measured by the director’s ability to ensure that their PGs operate efficiently with clear visibility of financial performance and that their PGLs are proactively provided with all necessary resources required for success. The director will deliver these results by leveraging all business services (BusSvc) resources, coordinating with the requisite department leaders within the firm. Responsibilities and Duties: Serve as Trusted Advisor: • Serve as trusted business advisor to PGL in support of PG strategy, people, finances, and operations., • Serve as PGL proxy for practice initiatives, monthly meetings, communications, expense/write down approvals., • Support the development/execution of the PG strategic plan, monitor/report progress monthly, and ensure that ongoing PG initiatives are in line with the strategic goals., • Facilitate requests/deliverables between the PGs and all BusSvc departments to ensure operational excellence., • Engage individual partners at PGL direction to deliver various data requests and to consult on firm priorities. Finance: • Provide clear visibility of financial PG performance by monitoring historical performance, analyzing trends, reporting results YTD, forecasting to EOY and making recommendations for improvement., • Drive profitability growth by providing partners with an understanding of the most important financial levers., • Resolve financial PG issues with support from the appropriate BusSvc leadership (Acctg, Fin, Bill, Coll, etc.), • Prepare financial content for monthly meetings using data from Finance and internal financial systems., • Identify those timekeepers and clients that are driving current trends and determine how to address/leverage., • Manage PG Mktg/BusDev expenses from budget creation to monthly expense approvals and reporting., • Provide ad hoc PG data analysis and recommendations as requested. Operations: • Act on behalf of the PGLs to ensure PG operations run smoothly keeping PGL involvement to a minimum., • Research, identify, develop, and manage opportunities to improve PG operations and source solutions to improve efficiency by collaborating with internal BusSvc departments or engaging external business partners., • Manage monthly meetings by scheduling time, creating agendas/PPTs, arranging guest speakers and ensuring status is reported (firm initiatives, financials, recruiting status, BusSvc updates, tech offerings, etc.), • Provide ad hoc data analysis that facilitates decision-making for PGLs., • Analyze productivity data and coordinate weekly workload reporting/assignments to ensure full PG utilization., • Actively investigate alternative legal practice technologies and processes that provide new PG efficiencies., • Ensure the PG is able to deliver industry leading project management solutions to its clients., • Encourage collaboration with other PGs and client initiatives/programs within the firm. People: • Provide support continuity and best practices training for new hires and new PGLs., • Facilitate status of new laterals between Recruiting and PGL keeping PGL involvement to a minimum., • Ensure focus is maintained on the PG promotion pipeline and current candidates., • Facilitate people issues with PGL and appropriate BusSvc leadership (ProfDev, HR, Mktg, etc.), • Investigate new talent models that are most appropriate for the PG that can improve overall leverage and profitability., • Provide orientation to all new laterals on issues related to PG (meetings, reports, resources, etc.), • Support and facilitate ongoing training and professional development of all PG lawyers., • Maintain MS Teams site so that the PG has access to all historical monthly meeting materials., • Encourage and support ongoing investments in PG culture, team building and esprit de corps. Specific Skills Required: • Thorough understanding of firm resources; techniques for compiling, analyzing, and presenting operational information, practice efficiency metrics, financial forecasts and profitability models while also understanding how to most effectively coordinate with all internal firm departments., • Strong administrative, management, and leadership capabilities, including the ability to work under limited general direction while providing operational, strategic, and tactical guidance to PGLs., • Ability to rapidly analyze issues, anticipate consequences, make decisions, and take action., • Provide visionary and strategic operational leadership coupled with technical and professional knowledge., • Extensive knowledge and expertise in all basic business functions of a law firm, including operations, process improvement, and analysis., • Ability to anticipate issues, identify alternatives, recommend and implement effective courses of action., • Ability to communicate complex information and ideas successfully and effectively to all levels of personnel, frequently without prior preparation., • Duties and responsibilities may be added, deleted, or changed at any time, formally or informally, orally or in writing, at the discretion of PGL/firm leadership. Knowledge, Skills and Abilities: • Bachelor’s degree in a business-related field from an accredited college or university is required., • At least 8-10 years of practice group management experience with a track record of increasing responsibilities is required - preferably with a large, multi-office law firm operating a practice group structure., • The ideal candidate will have advanced data analysis / financial forecasting skills, proven operational analysis acumen, solid project / program management experience, excellent communication skills, and a strong client-service focus., • Excellent interpersonal communication, written and verbal communication skills with critical thinking are required., • Demonstrated problem-solving skills in a timely manner. Ability to translate complex technical concepts for non-technical stakeholders is required., • Good customer service interaction is required., • Must be able to shift perspectives to see both the Technology Department’s and the end users’ goals and experiences., • Good judgment and ability to interact effectively with attorneys and firm personnel at all levels with a high degree of professionalism is required., • Must have the ability to prioritize and handle multiple priorities simultaneously., • Must have the ability to lead, by example, and work with staff and Firm management in a service-oriented, team environment., • Coachable, dependable, continuous learner that is excited about innovation in the legal industry. Proactive, self-directed, and comfortable juggling multiple client relationships., • Strong attention to detail and ability to handle and prioritize multiple tasks under deadlines. This is a hybrid role and will require on-site presence 3 days per week. The salary ranges for this position vary depending on the geographic location and other factors such as experience, internal equity, market data, and job-related considerations. The range for this position is from $175,000 - $250,000, with offers contingent upon the various factors. The firm’s compensation strategy includes not just a base salary but also comprehensive benefits such as healthcare, paid time off, discretionary merit bonuses, life and disability insurance, retirement plans and tailored learning opportunities. Eversheds Sutherland (US) LLP is committed to promoting diversity and inclusion within our Firm and in the larger legal profession. We believe that diverse skills, knowledge and viewpoints make us a stronger firm. Eversheds Sutherland (US) LLP maintains a policy of affording all employees and applicants equal employment opportunities without regard to actual or perceived race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), sexual orientation, gender (including gender identity or expression or transgender status), national origin, age, disability, genetic information, marital or familial status, domestic violence victim status, ancestry, amnesty, citizenship status, ethnicity, military and veteran status, or any other characteristic protected by applicable law. Unlawful discrimination, harassment and retaliation will not be tolerated in any of the Firm’s offices or any other work-related setting. Qualified individuals with a disability may request a reasonable accommodation in order to apply for a position or to enable them to perform the essential functions of a position for which they are otherwise qualified. EEO.

Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its growth. As an Associate Wealth Advisor, you’ll play a pivotal role in driving new business initiatives and supporting Senior Wealth Advisors. You’ll work at the heart of client engagement and business development—coordinating communications, nurturing relationships, and helping convert prospects into long-term clients. You’ll serve as a bridge between Senior Advisors, custodians, centers of influence, and prospective clients. This position is designed for someone who thrives on collaboration, is motivated by growth, and wants to advance in their role—eventually managing your own client pipeline and closing new business. Why You’ll Love This Role: • This is not a static support role—it’s a launchpad. You’ll gain the training, mentorship, and hands-on experience to transition into a client-facing, business development career path., • Work alongside talented Senior Advisors and learn directly from industry leaders committed to your success., • You’ll help grow the firm’s footprint and directly influence its success while building relationships that make a lasting difference., • Access firm-sponsored training programs, industry education, and career advancement opportunities., • Every day brings something new—whether it’s meeting potential clients, refining strategy, or developing investment insights. What You’ll Be Doing: • Initiate daily outreach to centers of influence and new referrals, collecting key background details, tracking interactions in Salesforce, and coordinating introductions with Advisors., • Participate in prospect and client meetings to learn firsthand how to manage relationships, conduct discovery conversations, and lead meetings., • Develop and strengthen relationships with custodial partners to enhance referral flow and new business opportunities., • Deliver prompt, professional follow-ups after meetings, providing updates on next steps and ensuring seamless communication across teams., • Collaborate on proposal creation, meeting materials, and supporting documentation to ensure flawless execution., • Work closely with tax, investment, and business development teams to implement strategies, manage liquidity, and support fundraising for alternative investments., • Engage in firm-provided training programs to master the art of relationship-building and sales excellence., • Respond to client inquiries same-day, upholding the firm’s high standard of professionalism and responsiveness. What We’re Looking For: • Bachelor’s degree required., • 1+ year of experience in financial services or a related field., • 1+ year of experience supporting a sales function—or a clear passion for pursuing a career in sales., • Series 65 (or equivalent) required within a designated timeframe (CFP® exempt)., • Strong organizational and time management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication skills., • Intermediate proficiency with Microsoft Excel and Salesforce preferred. Compensation & Benefits: • Highly competitive base salary + bonus opportunities, • Full suite of benefits Location: New York, New York

Job description Job Overview We are seeking a highly skilled and motivated Portfolio Manager to join our dynamic team at Northwestern Mutual in Midtown East Manhattan. The ideal candidate will possess a strong background in financial management and investment strategies, with a proven ability to manage diverse portfolios effectively. This role requires a deep understanding of financial concepts, risk management, and relationship management to ensure optimal performance of client investments. ⸻ Key Responsibilities: Financial Planning & Investment Execution · Monitor daily cash flows and execute trades (NetX360, Envestnet). · Build and maintain financial and retirement plans using proprietary tools. · Conduct investment research on mutual funds, ETFs, equities, and bonds. · Prepare pre-meeting reports: retirement cash flow models, recommendations, and follow-up notes. · Perform risk, performance, and fee analyses via Morningstar. · Manage and oversee investment portfolios, ensuring alignment with client objectives and risk tolerance. · Conduct thorough credit analysis and financial analysis to assess investment opportunities. · Develop and implement investment strategies that incorporate private equity, asset management, and cash management principles. · Perform risk analysis to identify potential risks associated with investment decisions and implement appropriate risk management strategies. · Utilize financial software and tools, including Bloomberg, for portfolio tracking and reporting. · Collaborate with clients to understand their financial goals and provide tailored wealth management solutions. · Stay informed about market trends, economic conditions, and regulatory changes affecting the financial services industry. · Prepare detailed reports on portfolio performance and present findings to stakeholders. · Engage in research to identify new investment opportunities that align with client interests. · Maintain strong relationships with clients through effective communication and exceptional service. Client Relationship Management: · Serve as primary contact for client service needs; deliver concierge-level support. · Manage and track Roth conversions, RMDs, tax loss harvesting. · Schedule and prepare for quarterly client reviews; maintain accurate CRM records. · Respond to client inquiries about portfolio performance and service documents. Administrative & Team Operations · Maintain advisor calendars and ensure timely client appointments. · Coordinate document preparation and processing, including annuities and asset transfers. · Organize marketing materials and support general office management. ⸻ Who You Are: · A motivated self-starter with excellent communication and organizational skills. · A team player with the confidence to manage multiple complex tasks and deadlines. · Client-focused, detail-oriented, and eager to grow in the wealth management field. ⸻ Qualifications · Series 7 license – Required · Minimum 5 year experience in securities or financial services · Familiarity with Microsoft Office Suite and investment CRM tools · Excellent verbal/written communication and interpersonal skills · Strong analytical mindset and attention to detail · Ability to work independently and as part of a collaborative team Experience: · Proven experience in portfolio management, investment banking, or asset management is essential. · Strong knowledge of financial services, including tax experience, technical accounting, wills, trusts, & estate law is highly desirable · Demonstrated ability in sales and relationship management within the financial sector. · Proficient in math skills necessary for financial analysis and investment decision-making. · Familiarity with underwriting processes and principles of financial planning is a plus. · Excellent analytical skills combined with a strong financial acumen to make informed decisions. Join us as we strive to deliver exceptional value to our clients through innovative investment solutions. If you are passionate about finance and have the expertise we seek, we encourage you to apply for this exciting opportunity. Job Type: Full-time Pay: From $80,000 - $100,000 per year Benefits: • Dental insurance, • Health insurance, • Vision insurance

Financial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits Pay structure is mostly commission based but includes: Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series63, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different view points bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company(2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com 3 Combined clientassets of NMIS and NMWMC as of June 30, 2021 • Northwestern MutualFinancial Representatives are Independent Contractors whose income is based solelyon production.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities • Provide financial planning support to clients, • Support investment professionals to cultivate client relationships, • Prepare financial plans and check their accuracy, • Sell commerical/personal insurance and investment products to small and mid-size business owners Qualifications • Have an entrepreneurial spirit and a desire to be successful, • Be eager to help people and excited to build long-term relationship with your clients, • Have excellent communication skills, • Must have bilingual skills-English/Chinese, • Pay: $20,000-$100,000 (commission)

Commercial Banking Relationship Manager Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of complex and profitable Commercial relationships. The Incumbent is responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers. This person will work independently to manage and develop complex commercial accounts that meet the bank's lending requirements and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory. This is a senior level position and will report to the Head of NY/NJ C&I. • Cross sells all bank products and direct the coordination of product partners in the attainment of business plans., • Owns the relationship as primary point of contact., • Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers., • Sources prospects and COI's., • Individual budget responsibility in alignment with Incentive Plan Goals., • Works in collaboration with credit professionals to produce written support of new or renewing credit exposure., • Represents Santander in civic and community functions., • Identifies, evaluates, structures and documents commercial credit transactions., • Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects., • Anticipates emerging customer trends as a basis for recommending products and services and expanding the business., • Solves unique problems with broad impact on the business segment and financials. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business, Finance, Economics, or equivalent field. - Required. Extensive experience prospecting and generating new business with companies having > $100M annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required. 7+ Years of demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis. - Preferred. 7+ Years of experience in prospecting and relationship managing - Required. • Superior knowledge of commercial banking products and services (both credit and non-credit)., • Proven ability to manage high-end Middle Market Clients., • Ability to work independently and leverage professional relationships within and outside the bank., • Deep understanding of capital structures., • Deep product knowledge in all bank offerings., • Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures., • Full utilization of sales automation tools and related technologies., • Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally., • Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives., • Persuasion, Diplomacy, Negotiation and closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $135,000.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander Bank N.A.

Company Description Canaras Capital Management, LLC, founded in 2006, is an SEC-registered investment advisor specializing in alternative investing and financial problem-solving. The firm is dedicated to generating higher absolute returns with low volatility by identifying market inefficiencies and offering innovative investment solutions. Canaras serves both institutional and high-net-worth investors, providing a range of absolute return strategies and cutting-edge financial products. Renowned for its commitment to rigorous research and risk-conscious strategies, Canaras has demonstrated resilience through challenging economic conditions and remains a leader in alternative investments. Role Description This is a full-time, on-site position located in New York, NY. The Loan Operations Specialist will be responsible for managing and reviewing loan documents, ensuring proper loan servicing, coordinating with internal and external stakeholders to resolve issues, and maintaining compliance with applicable regulations. This role involves close attention to detail, strong organizational skills, and excellent communication with clients and internal teams. Qualifications • Familiarity in reviewing and managing Loan Documents and Loan Servicing processes, • Strong Communication and Customer Service skills to interact effectively with clients and team members, • Knowledge and familiarity with loan and financial products, including Loans and related servicing, • Ability to work in an on-site, fast-paced environment while maintaining accuracy and efficiency, • Experience in financial services, investment management, or a related industry is a plus, • Bachelor’s degree in Accounting, Business Administration, or a related field, • Strong problem-solving abilities, attention to detail, and organizational skills

On behalf of our fast growing Fintech SAAS client based in the US, we are recruiting an experienced professional services project manager to lead client implementation and change projects across our global customer base. You’ll be a central figure in our post-sales lifecycle — working directly with clients, internal teams, and senior leadership to ensure successful onboarding and platform adoption. You’ll manage multiple complex projects, aligning commercial goals, resource allocation, and client satisfaction. The role sits within our Client Delivery function and will report into the Director of Professional Services or Chief Customer Officer, depending on team structure. This is a highly visible, client-facing role with direct impact on our ability to scale, reduce churn, drive expansion revenue, and increase NDR (Net Dollar Retention). If you’re passionate about delivery excellence, building client relationships, and making a tangible difference — this role is for you. Key Responsibilities Client Delivery Leadership • Manage the end-to-end delivery of complex client implementation and onboarding projects across private equity and fund administration clients., • Establish project governance, RACI, milestones, and delivery metrics in alignment with client and internal teams., • Own the delivery relationship with client stakeholders, including PMs, operational leads, and C-suite sponsors., • Ensure client projects are delivered on time, on budget, and to defined scope — balancing commercial constraints and technical realities., • Maintain regular cadence of project status reporting, risk assessments, budget tracking, and steering committee updates., • Build clear and structured implementation plans aligned to internal frameworks and delivery playbooks., • Proactively manage project risks, scope creep, resourcing gaps, and client blockers, escalating appropriately and ensuring resolution. Internal Execution & Stakeholder Management • Coordinate cross-functional teams including Solution Consulting, Product, Engineering, Support, and Commercial to ensure seamless delivery., • Create and maintain RAID logs (Risks, Assumptions, Issues, Dependencies) and maintain clear internal documentation and decision logs., • Provide structured handovers to post-implementation teams including Support and Customer Success., • Lead internal delivery retrospectives and support continuous improvement of delivery methodologies., • Ensure all project documentation is completed in accordance with internal QA, compliance, and financial standards. Commercial & Strategic Outcomes • Monitor delivery gross margin, resource utilization, and contract delivery efficiency., • Support upsell and renewal efforts by creating trusted relationships and identifying future needs., • Influence NDR by reducing implementation drag and improving client time-to-value., • Contribute to internal tools, templates, onboarding guides, and delivery KPIs., • Act as a delivery advisor in key client meetings, investor sessions, or partner calls where needed. About You You’re an experienced project leader with a track record of delivering high-impact technology implementations. You understand Professional Services in a B2B SaaS or FinTech environment and can balance delivery detail with big-picture client value. You’re energized by solving problems, aligning people, and delivering results. Required Experience & Skills • 5–8 years of experience in client-facing SaaS or FinTech project management, preferably in enterprise or mid-market implementations., • Deep experience managing multiple simultaneous delivery workstreams across global time zones., • Strong communication and stakeholder management skills — including the ability to influence senior external clients and internal leadership., • A structured and proactive approach to delivery — confident with budgets, timelines, risks, and governance., • Demonstrated ability to lead remote, cross-functional teams and resolve delivery blockers., • Familiarity with client onboarding in regulated or complex environments (e.g. financial services, enterprise software)., • Solid working knowledge of project tools (e.g. Microsoft Project, Azure DevOps, Excel, Outlook)., • Bachelor’s degree required. PMP, PRINCE2, or Agile certifications strongly preferred. Nice to Have • Experience in private equity, venture capital, or fund administration technology., • Working knowledge of client lifecycle metrics: time-to-value, NDR, churn, CSAT., • Ability to interpret commercial contracts (e.g. SoWs) and manage delivery to contractual obligations., • Experience contributing to the development of internal project methodologies or playbooks. Key Performance Indicators (KPIs) You will be evaluated on: • Project Delivery Success Rate: % of projects delivered on time, on budget, and in scope., • Client Satisfaction: CSAT score at go-live and client feedback during delivery., • Delivery Gross Margin: Profitability of assigned implementation projects., • Time-to-Live: Duration from project kickoff to successful go-live., • Expansion Opportunities: Contribution to NDR through client trust and upsell enablement., • Risk Management: Timeliness and accuracy of risk mitigation and issue resolution., • Internal Quality: Documentation, collaboration, and alignment to delivery standards.

Position Title: AI Learning Strategist Location: New York 10010 (Locals Only) (3 days onsite per week) Duration: 12 Months (Possible Conversion/Extension) Must Haves • Extensive learning strategy experience., • Designing technical / AI curriculum., • Managing vendors and influencing leaders., • Evaluating courses and managing LMS (registrations, attendance, feedback)., • Familiarity with Generative AI tools and learning platforms (LMS/LXP)., • Strong collaboration skills across HR, Technology, and business leaders., • Must have experience leading learning curriculum strategy for technical tools audiences. What You’ll Do • Lead the vision for enterprise AI learning — aligning strategy with business priorities and cultural values to launch our AI Academy., • Design and deliver engaging learning programs across live, virtual, and on-demand channels that make AI accessible and actionable for all employees., • Accelerate AI adoption by developing toolkits, learning pathways, and real-world use cases that bring AI learning to life., • Collaborate across teams — from HR to Technology to Communications — to integrate AI learning into enterprise development frameworks and ensure responsible use., • Measure what matters: use learning analytics, engagement data, and business impact metrics to refine programs and demonstrate ROI., • Act as a trusted advisor to senior leaders, vendors, and peers on AI capability development and future skills strategy., • Experience: 5–7 years in Learning & Development with experience developing enterprise learning or AI-focused initiatives., • Education: Bachelor’s degree in technology, Business, Education, or related field (Master’s preferred)., • Expertise in:, • Designing and implementing large-scale learning programs in AI, digital skills, or emerging technologies., • Applying adult learning principles, design thinking, and data-driven decision-making., • Managing projects, stakeholders, and vendor partnerships in a complex, matrixed organization., • Technical fluency: Familiarity with Generative AI tools, learning platforms (LMS/LXP), and responsible AI., • Tools/Systems: Learning Management Systems, strong external networking, best practices, analytical skills., • Team Culture: Fast-moving priorities, collaboration across multiple departments., • Soft Skills: Attention to detail, follow-through, communication., • Challenges: Balancing strategic design with daily administrative tasks., • Preferred Backgrounds: Technology or Financial Services.About Matlen Silver Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works. Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status. If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: // 908-393-8600

A client of ours is a Top Tier Real Estate Firm that has a high-impact leadership opportunity. They have approximately $60B+ AUM, with a market cap of >125B, they are undergoing a transformative growth phase— globally expanding from 500 to over 800 employees in last couple years. Following a record-breaking year of $+20B in transaction activity. They’ve opened a newly created role due to growth are seeking a Senior Manager of Treasury (Corporate Finance Team), this role reports to Head of the team. This professional will be help drive Finance Treasury Operations throughout the whole business working with all business lines. Responsibilities: • Support system integration & implementation for the treasury function’s transition to a streamlined, integrated banking architecture. Lead cross-functional efforts to ensure the seamless migration of processes into new, end-to-end treasury and ERP platforms., • Oversee day-to-day asset level liquidity management and cash positioning for a massive portfolio of holdings. Ensure precise account reconciliation and compliance with internal controls and regulatory frameworks., • Design and implement sophisticated bank account structures to optimize cash visibility and flow, balancing the diverse needs of third-party partners with corporate efficiency goals., • Lead initiatives that enhance scalability, accuracy, and automation within a high-intensity investment environment., • Serve as a strategic stakeholder management key liaison between Finance, Accounting, Legal, and IT departments to align treasury objectives with broader enterprise growth targets., • Develop and monitor robust risk mitigation frameworks to mitigate cybersecurity, liquidity, interest rate, and counterparty risks across the global portfolio., • Proactively identify risks and improvement opportunities, and then serve as an advisor to senior leadership address those concerns, • Support cross-functional teams in developing relevant financial metrics to tightly track progress and performance across the company's operations, • Perform recommendation-oriented analysis on the strategic, operational, and financial impacts of managerial actions, summarizing information in a format that effectively communicates outcomes/scenarios to management Requirements/Qualifications: • Bachelor's degree in Finance, Accounting or Economics needed; MBA, Master's, or CPA is a plus, • 5-10 years’ experience in Treasury Finance Management, with Banking accounting and treasury operations, • High proficiency in Excel - building financial and decision support models, • Real Estate Asset/Property Level is a must, • Analytical, strategic thinking and detail-oriented, • Ability to Travel This position has a total compensation package that includes 140-175K Base Salary + Bonus + Stock.

Madison Davis is a fast-growing executive search and staffing firm that’s redefining what growth looks like in professional services. We’re looking for a Managing Director of Business Development who’s ready to take ownership of our contract and temporary staffing expansion across clerical, administrative, accounting ,and professional support roles. If you’re someone who thrives on building relationships, closing deals, and driving measurable impact — this is your platform. You’ll have the brand, backing, and autonomy to grow a book of business and help shape the future of one of our fastest-growing divisions. What You’ll Do • Own the entire business development cycle — from prospecting and pitching to onboarding and expanding client partnerships., • Build and nurture strong client relationships with SMB and mid-market organizations, ensuring trust and long-term growth., • Develop and execute sales strategies that drive revenue and market share within the contract/temporary professional services space., • Partner with internal recruiting teams to deliver top-tier candidates and create exceptional client experiences., • Identify new verticals, market opportunities, and clients to fuel sustained division growth., • Maintain oversight of all contract placements and billing accuracy to ensure financial integrity and client satisfaction., • Represent Madison Davis as a trusted advisor and strategic partner in the staffing industry. What You Bring • Proven success in staffing or professional services sales, ideally focused on contract/temporary placements., • 7+ years in staffing, 2+ in management, • Strong record of building and growing client accounts — you know how to hunt and how to keep what you catch., • Excellent relationship-building, negotiation, and communication skills., • Organized, entrepreneurial, and driven — you thrive in a fast-paced, performance-based environment., • A passion for growth, ownership, and creating opportunity through business development. Why Madison Davis This isn’t a static desk job — it’s a chance to build your own book of business, own a market, and grow with a firm that’s scaling fast. We reward performance, value independence, and invest in people who want to make a name for themselves in the staffing industry.

Counseling In Schools (CIS) is a dynamic community-based organization founded in 1986 with a mission to promote the emotional and social growth of children so that they can thrive in school and succeed in life. For nearly 40 years, Counseling In Schools has created and fostered relationships with local schools, homeless shelters, and communities to enable New York City’s children to thrive – academically, socially, and emotionally. Our expert team includes licensed mental health and youth development professionals who fully integrate into the community, providing programs that equip children, families, teachers, and administrators with the right tools for preventing and coping with the challenges they face. We envision and work toward a bright future, full of possibilities, where each child can flourish and reach their full potential. Counseling In Schools is currently seeking a Human Resources Director. The Human Resources Director plays a key leadership role in managing and enhancing the organization's HR functions, ensuring alignment with our mission-driven culture and strategic objectives. This position oversees HR operations including talent acquisition, employee relations, performance management, compensation and benefits, compliance, and organizational development. The HR Director partners with leadership to foster a diverse, inclusive, and equitable workplace. Key Responsibilities: Strategic HR Leadership • Develop and implement HR strategies that support the organization's goals and mission., • Lead recruitment efforts to attract and retain top talent., • Serve as a trusted advisor on employee relations, conflict resolution, and organizational culture., • Manage performance evaluation systems to ensure fair evaluation and professional development., • Ensure compliance with federal, state, and local employment laws and nonprofit-specific regulations., • Oversee administration of benefit programs and compensation scales Required: • Excellent organizational and time management skills, • Commitment to professional development, • Demonstrated goal orientation and focus on outcomes and results, • Strong knowledge of employment law and HR best practices, • Proven experience in employee relations, performance management, and talent development, • Excellent communication, interpersonal, and problem-solving skills, • Good organizational and time management skills, • The ability to multitask and prioritize assignments & tasks, • 3-5 years experience working with non-profit organizations, preferably in clinical or educational settings, • Master's Degree in Human Resource Management, Business Administration, or related field, • Familiarity with remote platforms including G Suite, Zoom, Webex, Microsoft Teams, etc, • HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP)., • Experience working in a nonprofit or mission-driven organization., • Familiarity with HRIS and payroll systems (e.g., ADP, Paylocity, Paychex). Benefits & Paid Time Off: • Paid Time Off (PTO):, • 30 plus days of PTO plus paid holidays which allows you to recharge and return to work refreshed and motivated., • Health Care Coverage:, • We understand the importance of your health and well-being. As part of our commitment, we provide a fully company-sponsored plan as well as other options for comprehensive healthcare coverage that includes medical, dental, and vision benefits, ensuring that you and your family have access to quality healthcare when needed., • Transit Check Program:, • To make your daily commute more convenient and cost-effective, we provide a transit check program that allows you to cover transportation expenses using pre-tax dollars. This benefit contributes to a greener and more efficient commute., • 401(k) Plan:, • Planning for your future is essential. Our 401(k) plan enables you to save for retirement while benefiting from company contributions, ensuring financial security in your later years., • Life Insurance:, • Your peace of mind is paramount. We offer life insurance coverage to provide financial support for your loved ones in the event of unforeseen circumstances, demonstrating our commitment to your family's well-being. Reports To: Chief Operating Officer Compensation: Salary Range: $100,000-$115,000; commensurate with experience

Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Empire City Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: · Are a self-starter. · Have an entrepreneurial mindset. · Are a customer service champion. · Are an engaging and compelling communicator and negotiator. · Are a problem solver. · Are a Life-long student seeking continued education and professional development. · Are a critical thinker. · Have prior sales experience and/or enjoy networking and seeking new clients. · Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: · Provide a framework to help you attain all licensing and education needed to progress through the career. · Support your learning through joint work and a team environment. · Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. · Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at 718 - 688 - 3910 or email to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Director, Client Success, Mortage Industry Solutions Hybrid (On-Site Tues-Thurs): New York City About VantageScore At VantageScore we drive impact for good on a massive scale impacting tens of millions of people across the United States. Our mission is to be the leading credit modeling company delivering the most predictive, most innovative, and most inclusive tri-bureau models and attributes in the US market. Our innovation is increasing access for millions more Americans to financial products and homeownership. Our models are among, if not the most, inclusive in the United States and power billions of credits scores a year. We are fueled by a growing, exceptionally talented team and are actively seeking individuals who can join us in driving us toward our ambitious goals. At VantageScore, you'll have the unique opportunity to work within a fast-paced, independent start-up culture while enjoying the financial stability that comes from being backed by the three leading US credit bureaus. VantageScore® consumer credit scoring models combine the need for both financial inclusion and dependable predictiveness across all scoring ranges. An industry thought leader and technology innovation leader, the company’s most recent models score approximately 94 percent of all adults 18 and older – including 33 million more people than conventional models – without sacrificing safety and soundness. As a result, lenders using VantageScore can extend credit to those who have been historically marginalized, including minority and lower-to-middle-income Americans. VantageScore credit scores are used by over 3,700 banks, fintechs and other companies use VantageScore credit scores every day to assess consumer creditworthiness. Last year, over 42 billion VantageScore credit scores were used representing a 55% yearly increase. All 10 US banks use VantageScore credit scores or digital tools in one or more line of business. Starting in 2025 the FHFA has required VantageScore credit scores to be used for all mortgages sold to, or guaranteed by, Fannie Mae and Freddie Mac. Get started using VantageScore credit scores today - we are the leader in predictive power and financial inclusion. About The Role The Director, Client Success, Mortgage Industry Solutions (VantageScore Adoption) will be our principal mortgage subject matter expert (SME) and conversion lead, responsible for helping mortgage lenders successfully implement and scale the use of VantageScore in their origination and servicing workflows. You will lead a small, high-impact team that partners closely with Sales, Product, Analytics, Marketing, and Executive Leadership to remove friction, build confidence, and drive measurable adoption. Requirements • Deep mortgage industry and expertise (lender/investor/agency experience), • Hands-on conversion leadership (from strategy and business case through analytic testing and rollout), • Advocacy and evangelism for VantageScore across the mortgage ecosystem, • Commercial accountability – owning goals for lender conversions and usage, • Deep mortgage domain expertise with a practical understanding of how credit scores are used in pricing, underwriting, eligibility, and secondary market execution, • Strategic communicator who can translate complex technical/analytical concepts into clear, business-oriented narratives, • Commercial mindset with comfort owning adoption and conversion metrics as core performance goals, • Project and program management skills: able to manage multiple lender conversion efforts simultaneously and keep stakeholders aligned, • Influencing and change management skills: able to navigate competing priorities, address objections, and build consensus, • Strong analytical literacy – able to interpret performance analyses, vintage curves, and risk metrics (no need to code, but must be comfortable engaging with data-driven arguments)., • High degree of initiative, resilience, and adaptability in a fast-evolving regulatory and market environment Key Responsibilities Mortgage Industry Leadership & Subject Matter Expertise • Serve as VantageScore’s internal and external mortgage expert, with a deep understanding of:, • Mortgage originations (retail, wholesale, correspondent), • Secondary market execution (agency and non-agency), • Credit policy, overlays, and risk policy, • Pricing, capital markets implications, and investor requirements, • Translate evolving regulatory, GSE, and investor guidelines into clear implications and playbooks for lender adoption of VantageScore., • Provide SME input into strategy, analytics, and marketing content to ensure alignment with mortgage lender needs and language. Conversion Strategy & Execution • Own the end-to-end conversion journey for tier 1 mortgage lenders moving to VantageScore, • Develop standardized implementation frameworks, including:, • Assessment of current-state credit decisioning and score utilization, • Conversion business case (risk, revenue, customer impact, and cost considerations), • Test-and-learn designs (A/B tests, champion/challenger frameworks, pilots), • Operational readiness (credit policies, underwriting guidelines, processes, training), • Partner with lender stakeholders (credit risk, secondary, capital markets, operations, compliance, technology) to remove obstacles and keep projects on track., • Coordinate with internal teams to ensure timely delivery of data, analytics, documentation, and tools required for lender testing and sign-off. Advocacy, Education & Relationship Management • Act as a trusted advisor to senior executives at mortgage lenders, helping them understand the strategic, financial, and fair lending benefits of adopting VantageScore., • Lead and/or support executive-level presentations, workshops, and roadshows with lenders, investors, trade associations, and industry forums., • Shape and deliver educational content (playbooks, webinars, conference presentations, FAQs) that explain how to implement and optimize VantageScore in mortgage use cases., • Build strong relationships across the mortgage ecosystem (GSEs, regulators where appropriate, investors, LOS providers, credit report resellers, and industry groups) to support smoother adoption. Team Leadership • Asset in building and leading a small team of mortgage specialists, • Set and track clear priorities, milestones, and performance metrics for the team tied to lender adoption goals., • Foster a culture of collaboration, curiosity, and accountability, ensuring the team is seen by lenders as credible, responsive, and easy to work with. Ownership of Conversion Goals & Reporting • Own quantitative goals related to:, • Number of lenders converted, • Market share of mortgage volume using VantageScore, • Progress of lenders through key stages of the conversion pipeline (e.g., interest → pilot → production)., • Define and track KPIs and dashboards to measure conversion progress and identify bottlenecks., • Provide regular updates to VantageScore leadership on pipeline health, conversion risks, and strategic opportunities. Required Experience • 10+ years of experience in the U.S. mortgage industry, ideally in one or more of the following:, • Risk management or credit policy at a mortgage lender, • Capital markets / secondary marketing, • GSE or investor-side role, • Mortgage technology / LOS / credit reporting solutions provider, • Demonstrated experience leading major change initiatives, such as:, • Implementing new credit or underwriting models, • Redesigning credit policies or overlays, • Major LOS, pricing, or data/decisioning platform conversions, • Strong executive presence and ability to engage credibly with C-level leaders, Chief Credit Officers, Heads of Capital Markets, and Chief Risk Officers., • Proven track record of cross-functional leadership, working across risk, operations, technology, compliance, and sales. Education • Bachelor’s degree required; advanced degree in business, finance, economics, or a related field is a plus., • Professional designations (e.g., CMB – Certified Mortgage Banker) a strong plus, but not required.

Job DescriptionOverview: The Strategic Sourcing Specialist plays a key role in managing the full lifecycle of sourcing activities across designated commodities. This position focuses on executing sourcing initiatives that align with organizational goals, analyzing procurement data, and fostering supplier relationships to drive cost efficiencies and operational improvements.Key Responsibilities: Sourcing Strategy & Planning: • Design and implement sourcing approaches that support business objectives, budget constraints, and operational needs while mitigating risk., • Utilize spend analysis, stakeholder feedback, and supplier market insights to shape sourcing strategies., • Conduct comprehensive spend reviews across various organizational levels to uncover savings opportunities and identify overlapping purchases., • Research market trends and emerging technologies to inform sourcing decisions., • Develop negotiation frameworks and secure agreements with favorable terms.Sourcing Execution & Oversight:, • Lead RFx processes and coordinate sourcing events from initiation to completion., • Collaborate with internal teams to negotiate and finalize contracts that reflect strategic sourcing goals., • Draft and manage contract terms that reduce institutional risk and align with service expectations and scope of work., • Prepare and circulate contract documentation for approval., • Evaluate potential suppliers for capability, financial health, and market reputation., • Determine the most effective supplier selection methods for new sourcing opportunities., • Facilitate cross-functional collaboration between suppliers and internal departments.Stakeholder Engagement:, • Build strong relationships with internal clients through regular meetings to understand evolving procurement needs., • Serve as a trusted advisor and problem solver within the organization.Supplier Management:, • Gain insight into supplier offerings and future innovations that may impact pricing and contract terms., • Collect performance data to inform future sourcing decisions and supplier evaluations.Professional Growth:, • 4–7 years of experience in strategic sourcing or procurement., • Proven ability to manage projects, define deliverables, and meet critical milestones., • Strong contract negotiation and supplier engagement skills., • Experience leading sourcing initiatives and cross-functional meetings with stakeholders and vendors.Preferred Skills & Experience:, • Background in healthcare procurement is highly desirable.Education:, • Required: Bachelor’s degree in Business, Finance, or a related field. fyXYvX4QAQ

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 We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Apply today and take the first step toward a career without limits. High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery anchored shopping centers and premier office assets. Perform is positioned to create more engaging experiences for customers, deliver long-term value for tenants, and drive stronger performance across its portfolio. Perform has expertise in asset management, transactions, development, leasing, and operations, and benefits from a multi-sector focus, data driven strategy, and national reach. The company focuses on properties with People-Appeal—dynamic spaces where people and businesses actively choose to work, shop, and gather, enhancing the communities around them. Formed through the combination of ShopCore, ROIC, and EQ Office, Perform Properties leverages the shared experience, scale, and operational strengths of three leading organizations. Role Summary The Associate on the Asset Management team will provide analytical support to regional and sub-regional teams charged with maximizing property values through operations (leasing, capital, development & redevelopment) and capital markets (financings, dispositions, etc.) in close collaboration with the Blackstone Asset Management team. These teams vary in location to cover the United States coast-to-coast, hitting major markets like New York, Atlanta, Miami, Los Angeles, San Francisco, Seattle, Chicago, etc. all the while exploring new gateway markets. We’re seeking an Associate to join our Asset Management team in a role that goes beyond traditional asset oversight. This position will be more broadly focused on investments, with significant involvement in transactions, analytics, and underwriting. The ideal candidate will have experience in acquisitions or asset management and be proficient in complex Argus and Excel modeling. This is a dynamic opportunity for someone who thrives in a fast-paced, deal-oriented environment and is eager to work closely across functions to drive asset and portfolio value. Major responsibilities include constructing and validating all cash flow assumptions utilized in projections; creating business plans with Region Leads and Leasing Teams that align with property visions and financial objectives; material lease analyses; modeling, due diligence and closing of dispositions; and evaluating investment returns, asset sales timing, and valuations. Position requires ability to act as a project leader, and research and challenge assumptions. The Associate, in collaboration with the senior members of the Asset Management team, will be given direct financial responsibility for multiple office and retail assets, acting as a strategic investment advisor within their Portfolio team. Although allocated regionally, the role functions as an integral part of one team with national coverage. This role is based in the office, 5 days a week Monday-Friday. Essential Job Functions • Financial Goals – Act as strategic and analytical thought partner and leader to Perform Region Leads on all financial matters related to the health and success of the company and assets in the market. Ask critical questions and challenge assumptions., • Business Planning – Create and maintain business plans with Region Leads that are aligned with the property vision, org values, business objectives, and operating plans to grow asset value., • Strategic Financial Analysis – Drive efforts to coordinate strategic analyses as directed by Perform and Blackstone leadership, including hold/sell analysis, repositioning analysis, major lease analysis, and contribution/funding requests., • Investment Analyses – Evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with Region Leads on developing assumptions, communicating market developments, and assisting in broker engagements., • Dispositions and Debt Transactions – Support team in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with buyers, lenders, attorneys, brokers; review Broker Opinions of Value, due diligence materials, Offering Memorandums; and prepare closing statements and memos. Review Argus files and associated financial assumptions and cash flow., • Liquidity / Cash Management – Manage liquidity needs, develop and monitor leading indicators of cash management concerns, and provide timely reporting to Perform and Blackstone leadership., • Organization and Communication – Drive the organization and communication of key work products and information to effectively report to Region Lead and Blackstone on asset or market conditions. Proactively manage processes and suggest improvements or areas where communication can be streamlined. The Associate will work in close collaboration with senior team members on the Asset Management team daily, in addition to collaborating with other departments throughout Perform and Blackstone. Qualifications and Technical Competencies • 1-3 Years of Argus Enterprise experience; no Argus experience may be considered with demonstrated technology acumen and desire to quickly learn a new product, • Exceptional Excel and financial modeling skills with a working knowledge of IRR, NPV, and other fundamental real estate metrics, • Ability to read and interpret lease agreements, loan documents, and other legal documentation, • Ability to work independently, handle multiple concurrent projects, and meet deadlines as well as ability to thrive in a collaborative team environment and work effectively with team members often spread across multiple geographies and time zones, • Keen attention to detail; ability to run zero-defect analyses as well as review the analyses of junior team members Preferred Qualifications: • Bachelor’s degree in real estate, engineering, economics, finance, business or other quantitative fields, • Minimum of 4 years of experience within an investment bank or real estate investment firm, • Proficient in Microsoft Word and PowerPoint, • Experience overseeing and mentoring other professionals, • Willing to travel up to 15% - note upfront travel will be more

Job DescriptionValence has built the only AI native coaching platform for enterprise, offering personalized, expert, and human-like guidance and support to any leader or employee. We’re not just talking about the future of work — we’re building it now, with the most innovative Fortune 500 companies across healthcare, financial services, manufacturing, and technology. Our focus is on the problems that actually decide whether AI changes how organizations operate — the ones with no playbook, no obvious answers, and no guarantee of success. If you want to be part of the small group that defines how AI transforms the future at a global scale, this is your chance. And this isn’t for everyone. We’re not looking for people who want predictability or incremental progress. We only want those who are restless at the edge of what’s possible, who get bored when things feel “done,” and who are driven to redefine what AI can mean for leaders, companies, and the world. Because at Valence, the work worth doing is the kind that redefines work itself. The RoleWe’re looking for a Technical Recruiter to scale our Product and Engineering teams as we build the core technology powering Valence’s enterprise AI platform. You’ll own technical hiring across product management, software engineering, machine learning, and design — ensuring we bring in builders who thrive in deeply technical, high-velocity environments. About ValenceWe're the only company pioneering leadership coaching for large enterprises in an AI-first way. Our mission is to transform how the world's biggest companies approach learning and development, helping teams work better together through AI-powered personalization that adapts to individual goals and organizational culture using the latest advances in machine learning and natural language processing. We've been featured in Harvard Business Review, TIME, World Economic Forum, Financial Times, Forbes and an Inc. 5000 fastest-growing private companies in America. Our clients represent the most diverse and sophisticated enterprise AI implementations globally, including Coca-Cola, Delta, Nestlé, General Mills, Schneider Electric, Deutsche Telekom, AstraZeneca, Prudential, CVS and Bristol Myers Squibb. Working at Valence means you'll work directly with Fortune 500 technology leaders, building expertise through the most complex enterprise deployments while gaining insight into diverse organizational approaches to AI transformation. These aren't just any enterprise clients - they're the companies defining what AI-first business transformation looks like across every major industry.What You'll Do • Manage full-cycle recruiting across Product, Engineering, ML, and Design roles., • Partner with technical leadership to define role profiles, scorecards, and high-precision evaluation loops., • Build diverse candidate pipelines using advanced sourcing techniques and targeted outreach., • Drive a fast, rigorous, signal-rich interview process for highly technical roles., • Serve as a strategic advisor to hiring managers on market insights, org design considerations, and long-term talent planning.What We’re Looking For, • 4+ years of recruiting experience, with significant exposure to product, engineering, AI and research hiring in fast-growing organizations., • Demonstrated ability to hire senior ICs and managers for technical teams., • Strong command of engineering and product role fundamentals — enough to assess depth, not just keywords., • Strong sourcing capability and comfort navigating competitive technical talent markets., • Ability to partner directly with leadership and influence hiring decisions with clarity and data., • Self-motivated, adaptable, and resilient. Highly motivated and self-driven, with a strong desire to exceed expectations., • Willingness to embrace challenges, experiment and continuously learn through high-quality feedback and new workstreams., • Clear motivations for wanting to join an early-stage team.What you'll get, • Ownership & Rapid Growth, • Outsized missions from day one, with direct responsibility for company-defining projects, • Work alongside the executive team with transparency into strategy and decision-making, • Influence on direction through real-time customer feedback and market insights, • AI-First Operator, • Work directly with cutting-edge AI models and next-generation platforms, • Build expertise in enterprise AI implementation across Fortune 500 companies and multiple industries, • Establish yourself as a recognized leader among peers in shaping how AI transforms work at a global scale, • Compensation, • Competitive salary including base + bonuses, • Comprehensive health coverage (medical, dental, vision) from day one, • Generous PTO, company-wide R&R shutdowns, and paid parental leave, • Retirement plan support for US and global employees, • Equity, • Meaningful ownership in a venture-backed company at a growth inflection point, • Financial upside that comes from scaling fast, • Top-up grants as we scale and you deliver exceptional performance — your compensation grows alongside your impact, • Top-Performing Culture #LI-HYBRID 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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2024 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2024 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its growth. As an Associate Wealth Advisor, you’ll play a pivotal role in driving new business initiatives and supporting Senior Wealth Advisors. You’ll work at the heart of client engagement and business development—coordinating communications, nurturing relationships, and helping convert prospects into long-term clients. You’ll serve as a bridge between Senior Advisors, custodians, centers of influence, and prospective clients. This position is designed for someone who thrives on collaboration, is motivated by growth, and wants to advance in their role—eventually managing your own client pipeline and closing new business. Why You’ll Love This Role: • This is not a static support role—it’s a launchpad. You’ll gain the training, mentorship, and hands-on experience to transition into a client-facing, business development career path., • Work alongside talented Senior Advisors and learn directly from industry leaders committed to your success., • You’ll help grow the firm’s footprint and directly influence its success while building relationships that make a lasting difference., • Access firm-sponsored training programs, industry education, and career advancement opportunities., • Every day brings something new—whether it’s meeting potential clients, refining strategy, or developing investment insights. What You’ll Be Doing: • Initiate daily outreach to centers of influence and new referrals, collecting key background details, tracking interactions in Salesforce, and coordinating introductions with Advisors., • Participate in prospect and client meetings to learn firsthand how to manage relationships, conduct discovery conversations, and lead meetings., • Develop and strengthen relationships with custodial partners to enhance referral flow and new business opportunities., • Deliver prompt, professional follow-ups after meetings, providing updates on next steps and ensuring seamless communication across teams., • Collaborate on proposal creation, meeting materials, and supporting documentation to ensure flawless execution., • Work closely with tax, investment, and business development teams to implement strategies, manage liquidity, and support fundraising for alternative investments., • Engage in firm-provided training programs to master the art of relationship-building and sales excellence., • Respond to client inquiries same-day, upholding the firm’s high standard of professionalism and responsiveness. What We’re Looking For: • Bachelor’s degree required., • 1+ year of experience in financial services or a related field., • 1+ year of experience supporting a sales function—or a clear passion for pursuing a career in sales., • Series 65 (or equivalent) required within a designated timeframe (CFP® exempt)., • Strong organizational and time management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication skills., • Intermediate proficiency with Microsoft Excel and Salesforce preferred. Compensation & Benefits: • Highly competitive base salary + bonus opportunities, • Full suite of benefits Location: New York, New York

Job Description: A career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity. As a Representative, you will: • Identify client needs and goals to provide a sense of security and safety surrounding their financial life., • Develop meaningful long-term mutually beneficial relationships., • Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends., • Build, maintain, and continuously grow a portfolio of clients., • Provide first-class client experiences. You Will Gain Access To: • A world-class training program to help you get started., • Ongoing professional training and development throughout your career., • Exclusive Northwestern Mutual financial products and solutions., • A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards., • An unlimited income potential directly tied to production., • Career growth opportunities with management and leadership potential. Qualifications: • Bachelor's degree from a four-year institution preferred, • MUST live in the Tri-State Area, • Strong interpersonal and networking skills, • Excellent written and communication skills, • Professional appearance and work ethic, • 3-5 years of sales/business or customer service experience preferred, • Self-motivated, goal-oriented, and enthusiastic presence, • An entrepreneurial spirit/desire to manage your own business and be accountable for your results Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include: • #111 on Fortune 500 in 2023, • "World's Most Admired" Company in our Industry by Fortune, • Tri-Harbor Financial is the #1 office of Northwestern Mutual Compensation is a combination of commission, stipends, and bonuses. It allows you to control what you want to earn at any given time in a high-growth career.

EIG LatAm is the regional platform for the Energy & Infrastructure Group (“EIG”) (within the Energy and Real Assets division (“ERA”) in Latin America. As such, the team covers all sectors for EIG, notably: Power, Infrastructure, Mining and Oil & Gas (midstream and downstream). The team acts in several roles within these sectors, including project finance lead arranging and advisory. Key markets for the team are Chile, Mexico, Brazil, Peru and Colombia. The team is responsible for originating and executing transactions within this platform and actively manages exposures on its books in coordination with the Portfolio Management team. Work is generally conducted by deal teams whose composition change with each transaction, enabling team members to learn from one another and gain experience from a variety of sectors and geographies. We also work closely with other areas of the bank such as Syndications, Derivatives, Project Bonds, M&A and Client Coverage, with the goal of serving our customers with the best solutions and maximising cross-selling within the bank. EIG LatAm is seeking to recruit a Director to assist us in our growing business. Main Responsibilities: • Originate by taking the lead on marketing efforts, drafting financing proposals / pitch books, researching business opportunities in specific sectors, and performing other commercial duties to report on clients’ meetings., • Direct involvement in the structuring, execution, closing and distribution of project finance transactions (including advisory mandates occasionally) in Latin America, including but not limited to: assistance in negotiation of term sheets / transaction documents, review and creation of financial models, review of due diligence (in coordination with lawyers, independent engineers, insurance advisor, accounting and tax advisors, and all necessary tasks involved in closing and funding successfully transactions., • Lead the internal credit process under the supervision of a transaction director and with the support of more junior team members. The candidate will be responsible for developing a thorough credit application and ensure a smooth review process with credit officers until approval;, • Become familiar with the bank’s internal systems and procedures necessary to successfully process and close project finance transactions. Contribute to the integrity and accuracy of the bank’s data in our systems., • Communicate efficiently and professionally with clients, on all aspects of a transaction during the execution process all the way to funding., • In coordination with our Head of Portfolio, support the monitoring of risks and opportunities in the portfolio: assist in negotiating complex waivers, review and sign-off on annual reviews prepared by the more junior team members, identify financing optimization opportunities and maintain dialogue open with the sponsors of the project companies;, • Supervise and coach junior staff in credit analysis and financial modelling. Act as a mentor and role model for junior staff; Typical deal team include one Director, one VP/Associate and one Associate/Analyst. A successful candidate will demonstrate most of the following characteristics: • Having strong analytical skills, especially in risk analysis and financial modelling, as well as a deep understanding of the contractual framework and documentation structure typical of non-recourse financings;, • Having strong interest in the Latin America region and good understanding of its credit cycles, and at times challenging political and/or regulatory environments;, • Proven experience in managing the credit process for project finance transactions or for similar senior secured products;, • Demonstrated team player able to take the lead on certain aspects of the transactions. Each task requires strong coordination not only within EIG LatAm team but also with other business lines and functions (e.g., credit department);, • Ability to maintain/build trust relationships externally, such as with peers at clients’ level during deal execution, consultants, lawyers, etc., but also internally such as with credit officers;, • Ability to work under time pressure, be hands-on and to manage effectively tasks with competing priorities;, • Strong communication skills, verbally and written. Ability to express concisely complex concepts;, • Conversational level in Spanish is a requirement. Portuguese is a plus. Qualifications Essential • Bachelor’s degree, • 10-15 years within banking industry and/or energy & infrastructure sectors Desirable • Master's or MBA degree Competencies Essential • Project Finance knowledge, • Analytical skills, • Credit analysis skills, • Financial Modelling, • Team player, • Initiative, • Communication skills, • Mentoring skills Desirable • Financial Advisory experience, • Ability to work directly with clients, particularly (under supervision) in advisory assignments Skills & Knowledge Requirements Essential • Fluent in English, • Intermediate to Proficient in Spanish, • Financial Modelling, • Microsoft office products Desirable • French and Portuguese, • Knowledge of CACIB systems Other relevant information • Available for travelling when required

Job Summary: The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors and our back-office services partners (underwriting, suitability, product comparison, and case design) to deliver world-class solutions for estate planning, wealth transfer, retirement planning, and risk-management needs for clients of NewEdge Wealth. Ideal candidates bring deep technical product knowledge, case design experience, and comfort interacting with UHNW advisors and clients. Location: Stamford, CT candidates preferred, but New York, NY candidates will be considered as well. Responsibilities: Case Design & Product Analysis • Evaluate fixed and variable insurance options based on client objectives, financial profiles, and liquidity considerations., • Work with advisors and back-office partners to prepare and review product illustrations, policy comparisons, carrier proposals, and underwriting strategies., • Serve as the primary internal resource for advisors on life insurance planning, product selection, and case positioning for UHNW clients., • Translate estate-planning and financial-planning goals into appropriate insurance strategies (e.g., wealth transfer, income replacement, premium financing considerations, trust-owned life insurance, etc.)., • Liaise with our in-house insurance entities for licensing, carrier contracting, compliance workflow, and variable product processes through the broker-dealer., • Work closely with compliance, operations, and new business teams to ensure all documentation meets regulatory requirements., • Oversee policy placement, delivery, and in-force management across fixed and variable lines., • Coordinate with outside partners for ongoing policy reviews, performance monitoring, suitability assessments, and policy remediation., • Coordinate with the marketing team to develop high-quality training materials, sales resources, playbooks, and educational programs for advisors., • Lead the preparation of client presentations and collaborate with advisor. Skills & Qualifications • Minimum 5–10+ years of experience in life insurance distribution, advanced case design, brokerage, GA/BGA/IMO/FMO support, or carrier wholesaling., • Strong knowledge across life insurance products, including IUL, VUL, Whole Life, Guaranteed UL, term, and survivorship products in relation to UHNW planning., • Insurance Licensed and Series 7 and 63 or 66 preferred, • Exceptional communication skills—ability to explain complex products in clear, client-friendly terms., • Strong analytical mindset with comfort working through illustrations, policy performance, and projections., • Proactive, collaborative, and driven to build a best-in-class insurance platform., • Highly organized with strong attention to detail and the ability to manage multiple cases simultaneously. Salary: $150,000 - $200,000, based on experience Who We Are: EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.

Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

Vice President, People and Culture Location: Brooklyn, New York Work Model: On-site with hybrid flexibility Reports To: Chief Executive Officer A mission-driven and rapidly growing provider of addiction recovery and behavioral health services is seeking an exceptional Vice President, People and Culture to join its executive leadership team. The organization is known for delivering compassionate, evidence-based care with strong community impact. With multiple locations and an ambitious expansion plan, this is an opportunity for a strategic HR leader to help shape culture, talent strategy, and organizational growth in a deeply meaningful sector. The Vice President, People and Culture will serve as a key strategic partner to the CEO and senior leadership team. This leader will be responsible for setting the overall HR strategy, building scalable systems, strengthening culture, and ensuring HR operations support both mission and growth goals. The ideal candidate brings a balance of high-level strategy and hands-on execution, strong leadership capability, experience in regulated environments, and a deep passion for the behavioral health and recovery field. Spanish fluency and a strong connection to mission-driven work are highly preferred. * Develop and implement a comprehensive HR strategy aligned with organizational mission and long-term goals * Serve as a trusted advisor to the CEO and executive leadership * Lead talent acquisition for clinical, operational, and corporate roles * Build and develop a high-performing HR team * Oversee employee relations, performance management, compensation, benefits, HRIS systems, and compliance * Champion a values-based culture that supports employee engagement and retention * Drive workforce planning to support expansion across multiple sites * Ensure full compliance with local, state, and federal regulations, including those specific to behavioral health and human services * Use HR data and analytics to inform decision making and improve HR processes * Act as a change leader during periods of growth, restructuring, and organizational evolution * Minimum of 10 years of progressive HR leadership experience * Background in behavioral health, human services, healthcare, or another regulated mission-driven environment * Spanish fluency is a significant plus * Proven ability to build or scale an HR function in a growing organization * Experience working with a diverse workforce and multilingual communities * Strong leadership and decision-making ability * Excellent communication and relationship-building skills * Ability to partner closely with senior executives and influence at all levels * High integrity, emotional intelligence, and alignment with the mission of recovery and community support * Bachelor’s degree required. Master’s degree or HR certification preferred My client offers a highly competitive compensation and benefits package, including: * High-quality medical, dental, and vision insurance * Generous PTO and paid holidays * Flexible hybrid work schedule * Exceptional pension program with employer contributions, providing employees with long-term financial security and the potential for earlier retirement * Professional development and leadership growth opportunities * Additional benefits such as commuter support, life insurance, and disability coverage This package is considered one of the strongest in the behavioral health and nonprofit sector and is a major draw for candidates seeking both mission-driven work and long-term stability. My client is an equal opportunity employer committed to creating an inclusive and diverse environment. All qualified applicants are encouraged to apply, including bilingual candidates and those who are passionate about behavioral health, recovery, and community impact.

Aventis Solutions is igniting the AI Revolution: Now, we're seeking a VP of Sales – AI Transformation (Financial Services): Step into a pivotal leadership role with one of the fastest-growing AI consultancies shaping the future of financial services. We’re looking for a bold, strategic sales executive to lead US growth. Someone who thrives at the intersection of enterprise transformation and breakthrough AI innovation. In this role, you’ll partner with some of the country’s largest financial institutions as they race to adopt next-generation AI, LLMs, automation, and intelligent data solutions. You’ll be the one opening doors, shaping strategy, and closing high-impact deals that redefine how banks operate in an AI-first world. This is an opportunity for a seasoned sales leader who brings both deep relationships and deep credibility, someone who can walk into a C-suite conversation and immediately elevate the dialogue around AI’s real business value. Key details: Salary: Circa $150k base + 100% bonus + equity Location: Remote-based + office in New York Future Outlook: We're looking for someone who can grow with the business and will offer several opportunities to develop the next phases of business development and growth. Business is booming, but we want someone with solid connections in the USA, particularly Fintech/financial services or similar, to who you can eventually introduce the wider team. What You’ll Do: Drive Enterprise Growth with Purpose • Build and command a high-value pipeline that aligns with ambitious national expansion goals., • Engage C-level decision-makers and transformation leaders across the US banking ecosystem., • Own the full sales cycle—from early vision-setting to negotiation and close—focused on multimillion-dollar AI transformation programs., • Architect account strategies that accelerate entry into new enterprises and dramatically expand existing relationships. Shape the AI Vision for America’s Top Banks • Serve as the executive advisor who helps clients translate bold ideas into practical, ROI-driven AI initiatives., • Lead conversations on high-impact use cases: intelligent document processing, real-time risk automation, advanced KYC/AML workflows, and more., • Partner closely with global engineering and data science teams to craft compelling proposals, pilots, and proof-of-concepts that show what cutting-edge LLMs can really do. Stand at the Leading Edge of AI & Industry Trends • Maintain a strong command of emerging AI capabilities and how they’re reshaping financial services., • Stay ahead of shifts in open banking, regulatory tech, data modernization, and enterprise automation., • Represent the firm at top-tier industry events, AI forums, and executive roundtables as a confident voice for next-generation technology. Collaborate Globally, Operate Fearlessly • Work seamlessly with technical and delivery teams across multiple international hubs., • Manage complex programs across time zones with precision, clarity, and leadership independence., • Play a foundational role in shaping the firm’s US strategy, culture, and go-to-market presence. What You’ll Bring: • 8-15+ years of enterprise B2B sales or consulting experience selling into banking, fintech, or AI/data-driven organizations., • A strong network with senior leaders at major US financial institutions., • The ability to distill complex AI and LLM capabilities into a compelling business narrative., • Exceptional executive presence, communication skills, and cross-functional leadership., • Entrepreneurial energy—comfortable building, iterating, and winning in a high-growth environment., • Proven success collaborating with global, multicultural teams. Bonus Superpowers • Experience scaling sales teams or high-value partnerships., • Background in strategy consulting, technology advisory, or enterprise transformation., • Global exposure and comfort navigating cross-border collaboration., • Obsession with AI innovation and how it will reshape financial services. Why This Role Matters: Join a consultancy that is not just talking about AI transformation, they're properly engineering it, delivering advanced LLM-powered solutions for some of the world’s most influential financial institutions. If you want to lead from the front, shape enterprise AI strategy, and close deals that define an industry, this is your moment. Interested? Please apply with your CV and/or message Billy Hall with greater details. Aventis is working on behalf of its partner.

Summary The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank’s Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization. Key Responsibilities • Strategic Leadership, • Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives., • Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them., • Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues., • Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements., • Incident Response and Crisis Management, • Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats., • Lead the development and execution of the bank’s incident response plan and associated playbooks, • Coordinate responses to security incidents, ensuring minimal impact and quick recovery., • Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats., • Process and Technology Optimization, • Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities., • Collaborate with IT and engineering teams to integrate security into systems and processes., • Stay updated on emerging technologies and recommend solutions to address evolving threats., • Regulatory Compliance and Audit Readiness, • Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws., • Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics., • Maintain thorough documentation to demonstrate adherence to policies and standards., • Team Leadership and Development, • Build and mentor a high-performing security operations team., • Provide training and development opportunities to ensure team members stay current in the field., • Foster a culture of accountability, collaboration, and continuous improvement Core Competencies • Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution., • Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision., • Awareness of latest Information Security risks., • Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment., • Strong technology, information security, and investigation skills., • Strong communication and documentation skills., • Knowledge of business, regulatory, and compliance requirements in the financial services industry Qualifications/Education Required: • Bachelor’s degree in Cybersecurity, Information Technology, Business Administration, or a related field., • Advanced degree (MBA, MS) is strongly preferred., • Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred. Experience Required: • Minimum 10+ years of experience in information security or related field., • At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred Competencies Required: • Incident Management: Ability to analyze, prioritize, and manage security incidents effectively., • Strategic Thinking: Ability to align cyber risk initiatives with business objectives, • Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities., • Leadership and Team Management: Proven track record of building and leading high performing teams, • Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space, • Regulatory Compliance: Expertise in navigating banking regulations Skills & Knowledge Requirements: • Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc., • Investigations: Strong knowledge with leading security investigations., • Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework, • Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.

The Role The Vice President of Technology- Epic Systems will serve as the enterprise-wide leader responsible for shaping and executing the strategic vision for Epic technology across the organization. This role is accountable for the full lifecycle of Epic system capabilities from implementation through optimization and ongoing management ensuring alignment with the enterprise Order to Cash value chain and broader business objectives. This position must be based (hybrid) in Secaucus, NJ or Schaumburg, IL. Pay Range: $300,000- $350,000/year + 40% AIP Target + Long-Term Incentive Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. Benefits Information: We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects – physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: • Day 1 Medical, supplemental health, dental& vision for FT employees who work 30+ hours, • Best-in-class well-being programs, • Annual, no-cost health assessment program Blueprint for Wellness®, • healthyMINDS mental health program, • Vacation and Health/Flex Time, • 6 Holidays plus 1 "MyDay" off, • FinFit financial coaching and services, • 401(k) pre-tax and/or Roth IRA with company match up to 5% after12 months of service, • Employee stock purchase plan, • Life and disability insurance, plus buy-up option, • Flexible Spending Accounts, • Annual incentive plans, • Matching gifts program, • Education assistance through MyQuest for Education, • Career advancement opportunities, • …and so much more! Responsibilities • Drive the Epic technology strategy ensuring alignment with business goals (order to cash value chain), operational workflows and diagnostics priorities., • Oversee all phases of implementation including readiness assessment, system design, build and configuration, testing training, go live execution and post-live stabilization., • Serve as the technology expert across all Epic modules being implemented (e.g., Beaker, Resolute, Bridges, Welcome, MyChart, etc.) guiding system architecture, interfaces and infrastructure planning., • Develop and execute a multi-year Epic strategy aligned with the company’s growth, digital transformation, and operational efficiency goals., • Drive continuous optimization of Epic modules post implementation to maximize return on investment and improve operational performance., • Own all Epic development and configuration across all Epic modules implemented and the supporting engineering teams performing this work., • Collaborate closely with Epic Program leader, Product Management, Epic Technology Transformational team, Technology leaders, and Business Stakeholders to ensure cohesive planning, cross functional alignment and delivery of milestones on time with no business disruption., • Lead technology design sessions, decision making and risk mitigation related to Epic integrations with ancillary systems and interface tools., • Ensure seamless integration with other systems including home-grown, third party and EHR platforms while complying with interoperability (Hl7, FHIR, LOINC etc.) and regulatory standards (HIPAA, CAP, CLIA etc.)., • Lead collaboration with Epic Systems and third party integration partners to ensure alignment on scope, timelines, SLAs/SLOs, and change management, enabling seamless and efficient delivery of system transformation initiatives., • Define and maintain technical standards, compliance requirements and performance metrics to ensure the integrity, security, and reliability of Epic technology., • Anticipate and prevent technology related risks that could lead to business disruptions during or after go live., • Provide oversite and direct configuration, customization, implementation planning, testing, and go live readiness including performance monitoring and incident response protocols., • Champion change management and adoption strategies to ensure sustainable user engagement and workflow integration., • Proactively address resistance, build readiness and ensure smooth transitions across teams and departments., • Collaborate with external partners to support interoperability and shared workflows within the Epic ecosystem., • Stay ahead of innovations within the Epic suite and broader digital health space, continuously assessing opportunities for enhancements., • Serve as trusted advisor to senior leadership translating technical capabilities into strategic business value and outcomes., • Build and lead a team of Epic-certified experts, external partners, and internal stakeholders., • Foster a culture of excellence, accountability, and innovation throughout the Epic team., • Monitor post go live performance and system optimization, identifying opportunities for automation and workflow enhancement across diagnostics business., • Establish the on-going support model to maintain and develop additional capabilities within the Epic products implemented or planned to be implemented Required Qualifications • A Bachelor’s degree in Information Technology, Health Informatics, Engineering or related field is required. An advanced degree (Master’s, MBA) is preferred., • 15+ years of experience in healthcare technology, leading development and delivery., • 10+ years of Epic focused technical leadership with proven success in leading large scale Epic implementations., • Experience in building large delivery teams through bringing in new talent as well as reskilling existing staff., • In-depth knowledge of development and configuration of Epic Systems software, including applications such as Aura, Beaker, Resolute, MyChart etc. for Connectivity, Orders, Results and Billing workflow, specifically tailored to a diagnostics reference laboratory., • Strong vendor management skill sets., • Proven ability to drive large scale transformation and change management in complex matrixed environments., • Demonstrated success in driving adoption of complex technologies across diverse stakeholder groups through structured change management (ADKAR, Kotter)., • Proven ability to build strong partnerships with internal business leaders, including ELT, and external customers., • Strong knowledge of healthcare integration standards (HL7, FHIR), data security, and compliance (HIPAA, CLIA, CAP, 21 CFR Part 11)., • Lab experience required(not necessarily lab ops specifically, but lab industry)., • Excellent communication and influencing skills with the ability to articulate the “why” and not just the “what” of change., • Ability to translate strategic direction, manage multiple tasks and priorities., • Lean training/mindset/experience., • Programming skills in languages such as C#, Java, or Python., • Certifications in Epic Beaker (Clinical, Anatomic Pathology and Genetics), and other Epic Applications (Aura, Resolute, etc.)., • The ability to travel 25-50%is required Quest Diagnostics is an equal employment opportunity employer. Quest Diagnostics observes minimum age requirements established by federal, state and/or local laws, and will ask an applicant for verification when deemed necessary.

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s ___, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to ___, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at ___and on ___, ___, ___, and ___. Inviting applications for the role of Vice President - Client Partner! This role ensures Genpact experiences with current clients through relationship building and understand its clients’ needs and goals. You will be managing relationships with existing and target new executives in existing clients. You can expect this position to be mapped to multiple accounts within the Retail vertical that Genpact services. Responsibilities • Responsible driving growth within a regional portfolio or account of >$5M through partnership with enterprise sales and mining of existing relationships; identify/close/deliver consulting opportunities as well as larger transformation opportunities including managed services., • Build vision for account/portfolio and enable vision through strategic roadmaps including the creation and implementation of growth plans., • Leads account planning and account strategy., • Understands the levers that impact P&L and contract or change management to drive improved account performance., • Understands how to set up operational processes and approaches that help optimize account management, including an overall client engagement strategy., • Understand the marketplace and the competitor offerings, provide market intelligence for costing on proposals, cross-sell all Genpact products and drive strategic sales initiatives for higher-growth penetration., • Source new growth opportunities by looking for areas to add value to client’s business, aligning the team necessary to engage with the opportunity and pursuing with vigor., • Develops meaningful internal/external relationships with C-suite leaders across the client organization., • Builds reputation as a trusted advisor with CXO, Business and Functional leaders by developing a nuanced understanding of client’s strategic goals/pain points/market opportunities; and shares creative ideas and new value propositions regularly., • Build, run and be responsible for the governance around customer and Genpact communication to enable better visibility, transparency, and partnership within the relationship., • Initiate New relationship outreach and execute the customer communication plan to expand sphere of influence in existing and new buying centers., • Work upon keeping the client as “Trusted Advisor” in Client Satisfaction surveys and action any feedback received in the survey., • Acts as a consultant to clients of business and provides insights/directions on how to use new technologies to drive a transformation agenda relevant to “C” level executives., • Understands how to lead with Digital and Data-Tech-AI as the tip of the spear with clients (not just traditional IO/BPO)., • Facilitates the commercial details and negotiation of an opportunity, such that both parties are satisfied with the value gained., • Understands how to construct Genpact’s Impact Commercial Models that align with client's business drivers and objectives., • Provide insights on what is happening with customer’s financials and drive business strategies within operating teams to make valuable contributions to the customer., • Partner with RFI/RFP team and Finance on proposals to realize customer needs while maintaining profitability., • Partner with onshore and offshore delivery teams to build effective deal solutions. Qualifications we seek in you! Minimum Qualifications • Proven experience handling senior client relationships at Fortune 500 companies., • Experience leading and closing end-to-end deals., • Relevant years of business/segment/industry expertise, • Sound financial & commercial business understanding, • Prior consulting experience, • Bachelor’s degree in business, technology, analytics, or a related field. MBA is preferred., • Experience managing large strategic relationships and proven track record growing account revenue / portfolio size., • Proven experience in expanding relationships in new and existing buy centers with executives at CXO and below levels to drive value to the client. Preferred Qualifications/ Skills • Has tolerance for ambiguity, is comfortable with change, and can flex quickly., • Relates openly and comfortably with diverse groups of people., • Holds self and others accountable for meeting commitments internally and externally., • Delivering commitments, showing others, they can be trusted to do what they say they’ll do., • Takes responsibility for the outcomes of individual actions and decisions and successfully transforms efforts into results., • Develops and delivers multi-mode communication that conveys a clear understanding of the unique needs of different audiences., • Is viewed to be a trusted advisor both internally and externally to key stakeholders., • Exhibits speed to outcome and consistently achieves results., • Is competitive, hard driving and motivated by delivering value. Why join Genpact? • Be a transformation leader – Work at the cutting edge of AI, automation, and digital innovation, • Make an impact – Drive change for global enterprises and solve business challenges that matter, • Accelerate your career – Get hands-on experience, mentorship, and continuous learning opportunities, • Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day, • Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let’s build tomorrow together. The approximate annual base compensation range for this position is $160,000 to $200,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity. Los Angeles California-based candidates are not eligible for this role. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Top Tier Management Consulting firm is looking to bring on Directors and Managing Directors to lead finance transformation initiatives for their clients as their business continues to grow. This is a national practice so the hire can sit in any market. This role involves providing strategic guidance and execution support to enhance financial processes, systems, and organizational design. The positions will collaborate with cross-functional teams to deliver innovative solutions that drive efficiency, compliance, and strategic alignment within finance functions. The firm boasts a very young, vibrant, entrepreneurial culture with many team building and social events, including multiple yearly trips for the entire firm. They also offer EXTENSIVE work from home capability and business development opportunities (that you will get compensated for)! Job Function: * Lead and manage finance transformation projects for clients across industries, overseeing the process from scoping to execution and delivery. * Establish strong client relationships, becoming a trusted advisor on finance transformation strategies. * Develop tailored transformation strategies addressing client-specific needs, including operating model design, process improvement, and technology integration. * Conduct comprehensive assessments of clients finance functions to identify inefficiencies, risks, and opportunities for improvement, providing actionable recommendations. * Lead change management initiatives, promoting the adoption of new processes, technologies, and operational models, and delivering training and communication plans to ensure stakeholder alignment. * Manage and mentor a team of finance transformation consultants, fostering collaboration and professional growth, and collaborate with other CFGI teams to deliver integrated solutions. * Contribute to CFGIs knowledge base through the development of methodologies and frameworks, presenting insights at industry events, and defining KPIs to track the success of transformation initiatives.

Job Description We are conducting a search for a strategic and motivated Talent Development Specialist with a B.A. or B.S., and at least five years of experience in a law firm, financial institution, or similarly fast-paced professional services environment; experience working with senior leaders or partners is a plus. The ideal candidate will assist the Director of Diversity & Talent Development (“Director”) to create, develop, and implement a variety of associate initiatives. They will work closely with associates, senior partners, and practice group leaders to deliver high-quality programs aimed at enhancing the associate experience, morale, and retention. What You'll Do: • In consultation with the Director and Associate Development team, design and execute programs and events for associates., • Serve as a trusted advisor, communicating regularly and proactively with the Director and Firm leadership to keep them abreast of progress and feedback related to ongoing initiatives to enhance the associate experience, morale, and retention., • Work closely with various teams in the LTO in the creation and administration of Firm-wide programs and trainings., • Help guide junior associates with integration into the Firm., • Support the summer associate recruitment process and help coordinate summer associate program activities., • Collaborate with various team members, other departments, and key stakeholders on multiple, concurrent projects., • Additional responsibilities and special projects may be assigned within other areas of the LTO. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You'll Bring: • B.A. or B.S. required., • At least five years of experience working at a law firm, financial institution or similarly fast-paced professional services environment preferred. Experience working with senior leaders/partners is a plus., • Excellent interpersonal and communication skills; an ability to work effectively with a wide-range of lawyers and professional staff and a commitment to responsiveness., • Ability to handle confidential information and sensitive matters with discretion and professionalism at all times., • Flexible and growth mindset, open to new ideas and evolving responsibilities., • Ability to handle multiple, concurrent projects and generate quality work product in a fast-paced, deadline-oriented environment; flexibility to work additional hours, as necessary.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization in New York City. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Qualifications, • Drive to improve the minds and lives of students in and out of the classroom, • Evidence of self-motivation, willingness to be a team player, and has a strong sense of personal responsibility;, • Ideal candidates are hard-working, urgent, energetic, and are willing to learn and adapt;, • Is extremely reflective and constantly wants to improve;, • is flexible and enjoys dealing with unpredictability;, • Strong time management skills; ability to manage multiple tasks simultaneously and meet tight deadlines;, • A strong candidate will possess strong organizational skills, communication skills (particularly with children), and problem solving skills;, • Interest in performing a critical support role and the ability to excel in a fast-paced, entrepreneurial, results-oriented environment;, • Prior experience working in schools and/or urban communities is preferred but not required;, • Relentless commitment to mission of educating urban students. Belief in and alignment with Uncommon’s core beliefs and educational philosophy is non-negotiable., • By the time that employment begins, candidates must have received a Bachelor's degree from a College or University. For teaching roles in New Jersey, the candidates must have earned a cumulative 2.75 GPA (for candidates graduating before September 1, 2016) or 3.0 (for candidates graduating on or after September 1, 2016) Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation The compensation for this role is $60,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment 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 also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Job Description About Us Malk Partners is a fast-growing, purpose-driven consulting company that advises the world’s most successful firms on responsible investment. Malk assists Private and Growth Equity firms and their portfolio companies in establishing best-in-class environmental, social, and governance (ESG) programs that are deployed throughout the investment lifecycle in order to understand and account for key risks and value creation opportunities. We partner with firms that invest across a range of industries, including financial services, healthcare, technology, manufacturing, and consumer products. Malk was an early entrant into this rapidly-evolving industry and continues to be at the forefront of ESG innovation and defining best practices. In October 2024, Malk was acquired by SLR Consulting, a global environmental consulting firm, significantly furthering Malk’s global reach and technical capabilities. Job Description Value Creation is the fastest growing division at Malk. Through exceptionally strong relationships with investors, Malk is uniquely positioned to serve portfolio companies as they define their sustainability strategies to drive value through increased revenue, reduced cost, mitigated risks, building resilience, and setting up for exit, taking a dynamic and changing commercial and regulatory landscape into account. Oftentimes, Malk will be these companies’ first advisor in the ESG space and will play an instrumental role in shaping their ESG journey. The role as Engagement Manager on the Value Creation team is a new one – and a critical leadership position for the continued growth of the division. The Engagement Manager will have the primary responsibility for deliverables, requiring quality and expediency across projects to maintain Malk’s brand. An Engagement Manager is also expected to support the management of Value Creation as a division, including planning, team building, and strategic development of the product and the process. The Engagement Manager will also support in business development efforts. Successful Engagement Managers leverage exceptional business strategy, organizational skills, project management skills, and PowerPoint to lead high-caliber projects for a range of clients. The Engagement Manager will report to a Senior Vice President and manage 1-3 Consultants and/or Associates. Being an Engagement Manager on the Monitoring team is a unique opportunity to get exposure to a wide range of career building skill sets: building and managing a fast-growing and highly talented team, getting involved in business/division leadership, defining the growth strategy of the division, and managing a diverse set of very senior clients in a fun and energetic environment. Responsibilities • Client Engagements: The Engagement Manager will maintain oversight across several concurrent Value Creation engagements and will involve experts and other leaders as needed. The Engagement Manager’s mandate is to sustain deliverable quality and consistency, while serving as the client point of contact for broader account questions (approximately 50% of total time)., • Managerial/Professional Development Responsibilities: Engagement Managers will oversee a team of 1-3 Project Managers, Consultants, and Associates, the former of whom may also have direct reports (i.e., skip reports). The Engagement Manager will be expected to support and advise on the professional development of their direct reports, including skill-building, goal-setting, and coaching to help them achieve proficiency and eventual promotion/advancement (approximately 20% of total time)., • Business Development Responsibilities: As Engagement Managers develop a deeper understanding of Value Creation as a service, Engagement Managers are expected to proactively identify sales opportunities among current, new, and prospective clients, and lead proposal processes along with the Value Creation leadership and experts. (approximately 20% of total time)., • Sector Leadership Responsibilities: Engagement Managers are to support the overall management and development for Value Creation as a sector, including product and process development, financial reporting and planning, resource planning, and sector strategy together with the Value Creation leadership team (approximately 10% of total time). Qualifications • Skills: Project management/organization, communication, presentation, teamwork, and attention to detail will be key to success in this role. Strong writing, research, organization, qualitative reasoning, and business acumen are preferred., • Experience: Top candidates will have 5+ years of experience in management consulting or a similar field. Previous experience working in ESG/Sustainability is preferred but not required., • Education: Candidates who have demonstrated a track record of success in a rigorous academic environment., • Mindset: In addition to being highly motivated, candidates should be passionate about solving business problems. Candidates must be self-starters, critical thinkers, highly organized, able to work independently, able to multitask, able to teach/coach/develop, and enjoy working in an informal work environment. Additional Details • Location: New York, in office at least 3 days a week (Tuesdays, Wednesdays & Thursdays) 3pB1leJACs

Job DescriptionCompany Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends—we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate. But that's not all. Strategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, Strategy's stock has outperformed every company in the S&P 500. Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence. Our corporate values—bold, agile, engaged, impactful, and united—are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued. Join us and be part of an organization that lives and breathes innovation every day. At Strategy, you're not just another employee, you're a crucial part of a mission to push the boundaries of analytics and redefine financial investmentJob Description The Role: As a Strategy Senior Customer Success Manager, you will own the complete end-to-end lifecycle of a portfolio of enterprise accounts—including onboarding, adoption, renewals, expansion, and advocacy. You will be fully accountable for ensuring customers achieve measurable business outcomes and long-term success on the Strategy platform. This role is a blend of technical consulting, management consulting, and strategy consulting. You will act as a trusted advisor, helping customers optimize ROI, reduce total cost of ownership (TCO), define their AI and data strategy, and stay ahead of industry trends. Success is measured by delivering industry-leading Net Revenue Retention (NRR), strong Net Promoter Scores (NPS), and consistent year-over-year expansion. You’ll collaborate across Sales, Product, Engineering, and Support to drive seamless execution and adoption of cloud-native architecture, Data Fabric, and AI-driven analytics. A major focus will be leading customers through large-scale transformation initiatives—ranging from cloud migrations and data modernization to AI and data strategy, new business use cases, and enterprise-wide optimization—that deliver lasting impact and measurable value. Location: New York City. This role requires candidates to be based in the NYC area with regular in-office collaboration. Key Responsibilities Customer Engagement & Strategy * Own the full customer lifecycle—onboarding, adoption, renewals, expansion, and advocacy. * Build strong executive and operational relationships, positioning yourself as a strategic advisor. * Translate customer goals into actionable success plans with measurable outcomes. * Share industry benchmarks, market trends, and best practices to drive customer advantage. Adoption, Expansion & Advocacy * Lead onboarding and early adoption to accelerate time to value. * Drive adoption health, ROI realization, and expansion of new use cases. * Partner with Sales to identify and execute expansion opportunities. * Develop advocates through case studies, references, and executive sponsorship. Cloud-Native, Data Fabric & AI Leadership * Help customers leverage Strategy’s cloud-native architecture, Mosaic (our Data Fabric and universal semantic layer), and AI capabilities to unify data, modernize operations, and scale effectively. * Guide customers through cloud migration projects to optimize performance and lower TCO. * Deliver solution consultation, demos, and best practices across business and technical stakeholders. Portfolio & Business Impact * Manage a multimillion-dollar ARR portfolio with accountability for renewals, retention, and growth. * Proactively identify risks and ensure accurate forecasting. * Deliver against key success metrics: NRR, NPS, adoption milestones, ROI, and advocacy. Collaboration & Advocacy * Work cross-functionally with Sales, Product, Engineering, and Support to deliver seamless customer outcomes. * Serve as the voice of the customer internally, influencing product roadmap and service enhancements. * Ensure timely resolution of issues by coordinating across teams. Qualifications * Bachelor’s degree in Business, Computer Science, Engineering, or related field. * 10+ years of experience in Customer Success, Consulting, or Advisory roles with enterprise SaaS preferred (requirement varies by level; hiring across all levels of CSM). * Strong consulting skills with ability to link customer goals to measurable outcomes. * Proven success managing large ARR portfolios with high NRR and retention. * Experience with cloud-native services, cloud migration, and defining customer AI and data strategies (BI/AI/analytics). * Executive communication and influencing skills across technical and business stakeholders. * Familiarity with agile delivery and program management practices. * Cloud certifications (AWS, Azure, GCP) are a plus. Additional Information Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis. Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at . Visit Strategy’s Careers page for additional information.

Job DescriptionWe’re hiring a Program Manager!Employment type: Full Time/Direct Hire (No Agencies & No C2C)Location: Washington, DC, Charlotte, NC, Atlanta, GA, Richmond, VA, or NYC 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 the accordion, berets, and crêpes. Our founder and CEO, Stéphane Nomis, drew on his experience as an international Judo champion to build a technical consulting firm rooted in the sport’s core values: ambition, discipline, and excellence. Those principles continue to shape how we support clients and deliver work today. We work alongside technical partners such as AWS and Snowflake, balancing technical advisory and hands-on delivery for clients in Financial Services and other highly regulated industries. We specialize in legacy system migrations, cloud-native design, system modernization, operational efficiency, accessibility and governance, and build scalable platforms that support long-term business success. About the position:Ippon is seeking a driven Program Manager to lead cross-functional teams in delivering high-impact technology solutions. This individual will be responsible for day-to-day project delivery, ensuring alignment across engineering timelines, business goals, and stakeholder expectations. From planning through execution and closure, the Program Manager plays a key role in driving structure amid ambiguity, fostering team collaboration, and keeping projects on track, on time, and on budget. The ideal candidate is driven, organized, and a strong communicator with a passion for becoming a trusted partner to both clients and internal teams.Roles and responsibilities: • Project Delivery & Execution, • Own end-to-end delivery governance across one or more complex, interdependent workstreams, ensuring alignment to client outcomes, product strategy, and business objectives, • Establish and oversee integrated program plans that connect product roadmaps, engineering delivery, and organizational priorities, balancing speed, quality, and risk, • Anticipate, assess, and proactively mitigate cross-program risks and dependencies, setting escalation paths and contingency strategies before delivery is impacted, • Set the standard for delivery excellence by evolving and reinforcing Ippon’s delivery playbook, tooling, and operating rhythms (e.g., Jira, Confluence, executive dashboards), • Executive Stakeholder Management & Communication, • Act as the primary liaison between client leadership, product, engineering, architecture, and Ippon leadership, during assigned projects and sales processes, • Provide executive-ready insights into program health, KPIs, financials, risks, and trade-offs, enabling informed decision-making, • Lead high-stakes planning moments, including release strategy, go/no-go decisions, and executive steering forums, • Shape narrative and expectations with stakeholders, translating complexity into clarity and confidence, • Cross-Functional Leadership & Collaboration, • Lead through influence rather than authority, aligning multiple teams and leaders around shared goals and delivery commitments, • Create structure in ambiguity by defining operating models, decision frameworks, and ownership across teams, • Proactively unblock delivery at the system level, addressing organizational, technical, or process constraints, • Model strong facilitation and decision leadership, ensuring discussions are outcome-driven and inclusive of the right voices, • Client Success & Team Development, • Serve as a trusted advisor to client stakeholders, building durable partnerships grounded in transparency, credibility, and results, • Mentor and develop Project Managers and consultants, elevating delivery maturity, communication presence, and stakeholder confidence, • Champion Ippon’s values and brand through exceptional client experiences, internal leadership, and participation in thought leadership, events, or practice initiatives, • Own program closeout and value realization, leading retrospectives, synthesizing lessons learned, and contributing insights to future engagements and pursuits, • Lead with curiosity and foresight, asking the right questions to surface unmet needs, anticipate risk, and continuously improve engagement outcomesCompetencies we are looking for:, • Minimum Qualifications:, • 8+ years of experience as a Project Manager or Program Manager in IT consulting or a technology-driven enterprise organization, including ownership of complex, multi-workstream initiatives, • 5+ years of experience supporting technical project portfolios or roadmaps, balancing delivery commitments, risk, and business priorities, • 5+ years of experience partnering closely with product, engineering, and architecture teams in an Agile or hybrid delivery environment, • Proven experience with enterprise-wide dependency management, risk escalation, and cross-team coordination, • Demonstrated success managing mixed delivery models (Agile, Waterfall, hybrid) across cross-functional and distributed teams, • Strong executive-level communication, organizational, and leadership skills, with the ability to influence decisions, manage trade-offs, and align stakeholders, • Hands-on experience with project and program management tools (e.g., Jira, Confluence, Smartsheets, Miro, Notion), including reporting on delivery health and KPIs, • Proven ability to drive project progress, decisions, as well as conflict resolution, • Preferred Qualifications:, • Bachelor’s degree in Computer Science, Business, or a related field (or equivalent practical experience), • Experience consulting and/or managing programs in Financial Services (Credit Unions, Commercial Banking, Capital Markets, etc), • Experience leading or governing technical delivery for Data Engineering, Analytics, Cloud, or Platform modernization and migration initiatives (e.g., Snowflake, AWS, data platforms, DevOps), • Familiarity with enterprise delivery governance, including release planning, go/no-go decisioning, and executive reporting, • Relevant certifications such as PMP, PgMP, CSM, SAFe, or Prince2, • Demonstrated experience driving delivery maturity, including improvements to communication models, tooling, release processes, or operating cadenceWhat 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

Investment Banking Senior Associate/Vice President, Consumer & Retail - New York Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Santander CIB is seeking an experienced and driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers the opportunity to play a key leadership role within a growing platform that combines the resources of a global institution with an entrepreneurial, hands-on culture. The Vice President will lead transaction execution across M&A, debt, and equity advisory and actively contribute to strategic dialogue with clients across the consumer and retail sectors This is a critical position for an individual looking to take on significant responsibility within a dynamic and high-growth coverage group that sits at the core of Santander’s North America CIB strategy The Difference You Make: As a Vice President in Investment Banking Coverage, you will play a key leadership role in the execution of complex transactions while developing relationships with key clients and driving new business opportunities Deal Execution & Project Management • Lead end-to-end execution of M&A, equity capital markets and debt capital markets transactions, • Manage cross-border transactions in close coordination with international colleagues in Europe and Latin America, • Coordinate the development of client deliverables, including detailed financial models, valuation analyses and marketing materials, • Serve as a trusted advisor to corporate and financial sponsor clients across the consumer and retail landscape, • Support Managing Directors in origination efforts through strategic idea generation, pitch development and market analysis, • Contribute to building long-term client relationships by delivering high-quality content and thoughtful, proactive insights, • Supervise and mentor Associates and Analysts, providing guidance on execution, modeling and presentation development, • Help shape the group’s culture through team-building, knowledge sharing and coaching, • Maintain deep familiarity with industry trends, sector dynamics and investor sentiment in the consumer and retail space, • Support thought leadership initiatives, including proprietary content development, client events and market briefings What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Bachelor’s degree from a leading academic institution; MBA or other advanced degree preferred but not required, • 7+ years of experience in investment banking; preference for prior experience in the consumer and / or retail sectors, • Strong transaction execution experience across M&A, ECM and DCM; cross-border experience is a plus, • Strong leadership, client relationship management, and negotiation skills, • Highly proficient in valuation, modeling and financial analysis, • Exceptional communication, presentation and client-facing skills, • Strong organizational and project management capabilities with the ability to manage multiple priorities under tight deadlines, • Manage projects independently and assume a high level of responsibility, • Assess and mitigate reputational, operational and credit risk What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $206,250.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC

Distinguished Engineer (Card Tech) As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and championed. You will lead the way in creating next-generation talent for Capital One Tech, mentoring internal talent and actively recruiting to keep building our community. Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization. In this role, you will partner with the Capital One Travel Data & Personalization team to architect the next generation of our Travel Intelligence Platform, serving as the primary architect for the foundational data schemas and orchestration layers that power our entire travel ecosystem. Your mission is to move beyond reactive tools by establishing a holistic Agentic AI framework—a vision where reasoning-based agents bridge the gap between high-scale data orchestration and real-world execution. You will be responsible for building an ecosystem that simultaneously enables classic machine learning model development for predictive insights while scaling agentic systems to automate complex workflows. This enables proactive journey management, where AI anticipates needs and prepares recommendations while incorporating human-in-the-loop approval when necessary. A key component of your strategy will be designing our growth marketing engine, where you will lead the strategic selection and architectural integration of our technology stack to ensure seamless, hyper-personalized, and value-optimized customer acquisition. By unifying these intelligent systems with a robust and scalable data architecture, you will transform how millions of customers discover, book, and experience travel within our premium portfolio. If you are ready to provide thought leadership and build engineering excellence across Capital One's engineering teams, come join us in our mission to change banking for good. Key responsibilities: * Articulate and evangelize a bold technical vision for your domain * Decompose complex problems into practical and operational solutions * Ensure the quality of technical design and implementation * Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability * Continue learning and injecting advanced technical knowledge into our community * Handle several projects simultaneously, balancing your time to maximize impact * Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community Basic Qualifications: * Bachelor’s Degree * At least 9 years of experience in software engineering (including solution architecture and enterprise design patterns). * At least 7 years of experience in Data Engineering or Machine Learning Engineering, specifically building and maintaining large-scale production data pipelines (PySpark, SQL, Airflow). * At least 5 years of experience in Cloud Native Architecture (AWS preferred), including container orchestration (Kubernetes/KubeFlow) and serverless design. * At least 3 years of experience in a Technical Leadership role (Principal, Staff, or Distinguished Engineer), leading cross-functional initiatives without direct reporting lines. Preferred Qualifications: * 10+ years of experience in Software Engineering and Solution Architecture with a focus on high-scale data systems. * 3+ years of experience in Machine Learning Engineering, specifically implementing LLMs or Agentic workflows in production. * Deep expertise in Data Design (Delta Lake, Snowflake, or Iceberg) and Streaming (Kafka). * Proven track record of building MarTech or Personalization engines that scale to millions of users. * Strong communication skills with the ability to translate "Agentic AI" concepts into business value for CX & Growth Marketing leadership. Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York, NY: $287,800 - $328,500 for Distinguished Engineer McLean, VA: $263,900 - $301,200 for Distinguished Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Director, Client Success, Mortage Industry Solutions Hybrid (On-Site Tues-Thurs): New York City About VantageScore At VantageScore we drive impact for good on a massive scale impacting tens of millions of people across the United States. Our mission is to be the leading credit modeling company delivering the most predictive, most innovative, and most inclusive tri-bureau models and attributes in the US market. Our innovation is increasing access for millions more Americans to financial products and homeownership. Our models are among, if not the most, inclusive in the United States and power billions of credits scores a year. We are fueled by a growing, exceptionally talented team and are actively seeking individuals who can join us in driving us toward our ambitious goals. At VantageScore, you'll have the unique opportunity to work within a fast-paced, independent start-up culture while enjoying the financial stability that comes from being backed by the three leading US credit bureaus. VantageScore® consumer credit scoring models combine the need for both financial inclusion and dependable predictiveness across all scoring ranges. An industry thought leader and technology innovation leader, the company’s most recent models score approximately 94 percent of all adults 18 and older – including 33 million more people than conventional models – without sacrificing safety and soundness. As a result, lenders using VantageScore can extend credit to those who have been historically marginalized, including minority and lower-to-middle-income Americans. VantageScore credit scores are used by over 3,700 banks, fintechs and other companies use VantageScore credit scores every day to assess consumer creditworthiness. Last year, over 42 billion VantageScore credit scores were used representing a 55% yearly increase. All 10 US banks use VantageScore credit scores or digital tools in one or more line of business. Starting in 2025 the FHFA has required VantageScore credit scores to be used for all mortgages sold to, or guaranteed by, Fannie Mae and Freddie Mac. Get started using VantageScore credit scores today - we are the leader in predictive power and financial inclusion. About The Role The Director, Client Success, Mortgage Industry Solutions (VantageScore Adoption) will be our principal mortgage subject matter expert (SME) and conversion lead, responsible for helping mortgage lenders successfully implement and scale the use of VantageScore in their origination and servicing workflows. You will lead a small, high-impact team that partners closely with Sales, Product, Analytics, Marketing, and Executive Leadership to remove friction, build confidence, and drive measurable adoption. Requirements • Deep mortgage industry and expertise (lender/investor/agency experience), • Hands-on conversion leadership (from strategy and business case through analytic testing and rollout), • Advocacy and evangelism for VantageScore across the mortgage ecosystem, • Commercial accountability – owning goals for lender conversions and usage, • Deep mortgage domain expertise with a practical understanding of how credit scores are used in pricing, underwriting, eligibility, and secondary market execution, • Strategic communicator who can translate complex technical/analytical concepts into clear, business-oriented narratives, • Commercial mindset with comfort owning adoption and conversion metrics as core performance goals, • Project and program management skills: able to manage multiple lender conversion efforts simultaneously and keep stakeholders aligned, • Influencing and change management skills: able to navigate competing priorities, address objections, and build consensus, • Strong analytical literacy – able to interpret performance analyses, vintage curves, and risk metrics (no need to code, but must be comfortable engaging with data-driven arguments)., • High degree of initiative, resilience, and adaptability in a fast-evolving regulatory and market environment Key Responsibilities Mortgage Industry Leadership & Subject Matter Expertise • Serve as VantageScore’s internal and external mortgage expert, with a deep understanding of:, • Mortgage originations (retail, wholesale, correspondent), • Secondary market execution (agency and non-agency), • Credit policy, overlays, and risk policy, • Pricing, capital markets implications, and investor requirements, • Translate evolving regulatory, GSE, and investor guidelines into clear implications and playbooks for lender adoption of VantageScore., • Provide SME input into strategy, analytics, and marketing content to ensure alignment with mortgage lender needs and language. Conversion Strategy & Execution • Own the end-to-end conversion journey for tier 1 mortgage lenders moving to VantageScore, • Develop standardized implementation frameworks, including:, • Assessment of current-state credit decisioning and score utilization, • Conversion business case (risk, revenue, customer impact, and cost considerations), • Test-and-learn designs (A/B tests, champion/challenger frameworks, pilots), • Operational readiness (credit policies, underwriting guidelines, processes, training), • Partner with lender stakeholders (credit risk, secondary, capital markets, operations, compliance, technology) to remove obstacles and keep projects on track., • Coordinate with internal teams to ensure timely delivery of data, analytics, documentation, and tools required for lender testing and sign-off. Advocacy, Education & Relationship Management • Act as a trusted advisor to senior executives at mortgage lenders, helping them understand the strategic, financial, and fair lending benefits of adopting VantageScore., • Lead and/or support executive-level presentations, workshops, and roadshows with lenders, investors, trade associations, and industry forums., • Shape and deliver educational content (playbooks, webinars, conference presentations, FAQs) that explain how to implement and optimize VantageScore in mortgage use cases., • Build strong relationships across the mortgage ecosystem (GSEs, regulators where appropriate, investors, LOS providers, credit report resellers, and industry groups) to support smoother adoption. Team Leadership • Asset in building and leading a small team of mortgage specialists, • Set and track clear priorities, milestones, and performance metrics for the team tied to lender adoption goals., • Foster a culture of collaboration, curiosity, and accountability, ensuring the team is seen by lenders as credible, responsive, and easy to work with. Ownership of Conversion Goals & Reporting • Own quantitative goals related to:, • Number of lenders converted, • Market share of mortgage volume using VantageScore, • Progress of lenders through key stages of the conversion pipeline (e.g., interest → pilot → production)., • Define and track KPIs and dashboards to measure conversion progress and identify bottlenecks., • Provide regular updates to VantageScore leadership on pipeline health, conversion risks, and strategic opportunities. Required Experience • 10+ years of experience in the U.S. mortgage industry, ideally in one or more of the following:, • Risk management or credit policy at a mortgage lender, • Capital markets / secondary marketing, • GSE or investor-side role, • Mortgage technology / LOS / credit reporting solutions provider, • Demonstrated experience leading major change initiatives, such as:, • Implementing new credit or underwriting models, • Redesigning credit policies or overlays, • Major LOS, pricing, or data/decisioning platform conversions, • Strong executive presence and ability to engage credibly with C-level leaders, Chief Credit Officers, Heads of Capital Markets, and Chief Risk Officers., • Proven track record of cross-functional leadership, working across risk, operations, technology, compliance, and sales. Education • Bachelor’s degree required; advanced degree in business, finance, economics, or a related field is a plus., • Professional designations (e.g., CMB – Certified Mortgage Banker) a strong plus, but not required.

A client of ours is a Top Tier Real Estate Firm that has a high-impact leadership opportunity. They have approximately $60B+ AUM, with a market cap of >125B, they are undergoing a transformative growth phase— globally expanding from 500 to over 800 employees in last couple years. Following a record-breaking year of $+20B in transaction activity. They’ve opened a newly created role due to growth are seeking a Senior Manager of Treasury (Corporate Finance Team), this role reports to Head of the team. This professional will be help drive Finance Treasury Operations throughout the whole business working with all business lines. Responsibilities: • Support system integration & implementation for the treasury function’s transition to a streamlined, integrated banking architecture. Lead cross-functional efforts to ensure the seamless migration of processes into new, end-to-end treasury and ERP platforms., • Oversee day-to-day asset level liquidity management and cash positioning for a massive portfolio of holdings. Ensure precise account reconciliation and compliance with internal controls and regulatory frameworks., • Design and implement sophisticated bank account structures to optimize cash visibility and flow, balancing the diverse needs of third-party partners with corporate efficiency goals., • Lead initiatives that enhance scalability, accuracy, and automation within a high-intensity investment environment., • Serve as a strategic stakeholder management key liaison between Finance, Accounting, Legal, and IT departments to align treasury objectives with broader enterprise growth targets., • Develop and monitor robust risk mitigation frameworks to mitigate cybersecurity, liquidity, interest rate, and counterparty risks across the global portfolio., • Proactively identify risks and improvement opportunities, and then serve as an advisor to senior leadership address those concerns, • Support cross-functional teams in developing relevant financial metrics to tightly track progress and performance across the company's operations, • Perform recommendation-oriented analysis on the strategic, operational, and financial impacts of managerial actions, summarizing information in a format that effectively communicates outcomes/scenarios to management Requirements/Qualifications: • Bachelor's degree in Finance, Accounting or Economics needed; MBA, Master's, or CPA is a plus, • 5-10 years’ experience in Treasury Finance Management, with Banking accounting and treasury operations, • High proficiency in Excel - building financial and decision support models, • Real Estate Asset/Property Level is a must, • Analytical, strategic thinking and detail-oriented, • Ability to Travel This position has a total compensation package that includes 140-175K Base Salary + Bonus + Stock.