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Job DescriptionSalary: Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . We are seeking an experienced and strategic Business Marketing Manager to support the marketing efforts around our rapidly growing Enterprise business. This role will work closely with our Global Head of Enterprise to create a marketing plan, approach, content and metrics. Responsibilities: • Develop and implement a comprehensive, measurable B2B marketing plan aligned with overall business goals and objectives., • Drive lead generation and account retention efforts through various marketing channels, including digital marketing, content marketing, email marketing, events, and account-based marketing (ABM) strategies. Develop and implement campaigns that generate quality leads and contribute to revenue growth., • Leverage various channels such as blogs, whitepapers, webinars, and industry events to position the company as a trusted advisor., • Track, analyze, and report on the performance of marketing campaigns and initiatives. Use marketing analytics tools to measure key metrics, identify trends, and make data-driven decisions. Provide regular reports and insights to senior management to demonstrate the effectiveness and ROI of marketing activities., • Define and strengthen the company's B2B brand identity. Qualifications • Bachelor's degree in marketing, business, or a related field. A master's degree is preferred., • 5+ years in business marketing, • Proven experience in B2B marketing, • Demonstrated success in developing and implementing measurable B2B marketing strategies that drive revenue growth., • Excellent analytical thinking and problem-solving abilities., • Exceptional communication and presentation skills, • In-depth knowledge of marketing trends, best practices, and emerging technologies, • Proficiency in marketing analytics and data-driven decision-making., • Strong project management and organizational skills., • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities., • Collaborative mindset and the ability to work effectively with cross-functional teams., • Work is performed in an office environment. Travel Requirements * * • Travel to company meetings and/or events as needed. What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Be part of a great company that is revolutionizing the financial services. Apply now! If this job isnt exactly what you are looking for, visit ourcareers pageto check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job DescriptionWe’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities.Our extensive resources include:· Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses· Three highly-skilled teams providing advanced markets support:o Our Advanced Planning Groupo Eagle Strategies for qualifying agents who are also Registered Representativeso The Nautilus Group for qualifying agents who pay a monthly subscription fee.· A team of highly-trained, experienced product consultants to support your agents’ client acquisition needsAbout New York LifeWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.*Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance AgencySource: Individual Third Party Ratings Reports as 8/1/17.EOE M/F/D/V/SOSMRU1735109(Exp.06.01.2020)Job Type: Full-timeSalary: $60,000.00 - $148,761.00 per yearBenefits:- 401(k)- Dental insurance- Flexible schedule- Health insurance- Life insurance- Professional development assistance- Retirement plan- Tuition reimbursement- Vision insuranceAbility to commute/relocate:- New York, NY 10271: Reliably commute or planning to relocate before starting work (Preferred)Education:- High school or equivalent (Preferred)Experience:- Financial concepts: 1 year (Preferred)

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a collaborative team player willing to further develop through continued training opportunities, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Complete Life and Health certification within 45 daysQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description Founded by the Sisters of Charity of New York, the University of Mount Saint Vincent is an academically excellent, authentically inclusive, Catholic and ecumenical liberal arts University. The University combines a strong core curriculum with a full array of majors in the liberal arts and, within the tradition of liberal education, selected professional fields of study. At Mount Saint Vincent, a student’s education extends beyond knowledge, skills, and preparation for work. We seek the development of the whole person. In the spirit of Vincent de Paul and Elizabeth Ann Seton, we foster an understanding of our common humanity, a commitment to human dignity, and a full appreciation of our obligations to each other. Through its School of Professional and Continuing Studies, the University extends its primary undergraduate mission by offering high quality graduate studies in business, education and nursing and an array of undergraduate and certificate programs serving non-traditional students. Program Description The TRiO Student Support Services (SSS) Program at the University of Mount Saint Vincent is a federally funded initiative serving first-generation, low-income, and students with documented disabilities. Using the FACE framework—Financial Literacy, Academic Success, Community, and Engagement—TRiO SSS offers advising, tutoring, mentoring, and enrichment activities that promote academic achievement, cultural awareness, and student retention. Position Overview The TRiO SSS Advisor for Programming designs and delivers inclusive, culturally responsive programs that support academic success, financial literacy, leadership, and personal growth. Working with TRiO staff, campus partners, and community organizations, the Advisor ensures programming aligns with TRiO goals and student needs. Responsibilities: • Design and facilitate educational, cultural, and social programming that supports TRiO students’ academic persistence, personal growth, and career readiness., • Develop a comprehensive F.A.C.E.-branded calendar of events (Financial Literacy, Academic Success, Community, and Engagement) per academic year., • Coordinate and lead workshops, trips, and recognition events that reflect TRiO’s mission and address student needs., • Plan and execute signature events including: Welcome Back!, Conversations that Matter, Focus Days, Health is Wealth, TRiO Works! Week, Fall and Spring Trips, Meet the Faculty, Wordsmith, and First Gen Day, • Assist in planning and executing the on-campus Summer Enrichment Program, including overnight stays as needed., • Manage event logistics including space reservations, vendor coordination, marketing, and budget tracking., • Lead efforts to promote events and increase TRiO student participation by 15% each semester., • Oversee the development and execution of the TRiO mentorship and ambassador programs., • Provide guidance to TRiO students in planning and executing student-led initiatives and events., • Support students in developing leadership, critical thinking, and event planning skills., • Serve as a resource for students seeking involvement in co-curricular activities, civic engagement, and leadership development., • Motivate and encourage students through daily interactions and mentorship., • Maintain a consistent presence in the office to ensure accessibility and support., • Address and de-escalate conflict or crisis situations, providing appropriate referrals when necessary., • Build and maintain strong relationships with campus departments (e.g., Academic Advising, Financial Aid, Student Accounts, Registrar’s Office, Center for Leadership, Career Services, Residential Life) and external organizations to enhance programming., • Work closely with TRiO staff to align programming with grant objectives and student success metrics., • Communicate effectively with stakeholders to ensure clarity of goals, timelines, and responsibilities., • Assist in hiring and supervising up to three (3) student workers., • Monitor program budgets and expenditures, ensuring compliance with TRiO grant regulations., • Maintain detailed and accurate records of student profiles, attendance, and progress to track development and outcomes., • Conduct evaluations and collect feedback to assess program impact and inform future planning., • Ensure all programming adheres to institutional policies and TRiO federal guidelines., • Collaborate with the TRiO team to support program assessment, reporting, and expansion., • Plan and participate in annual national conferences., • Perform other duties as assigned Requirements • Bachelor’s degree, preferably in education, counseling, or social sciences; Master’s degree is preferred;, • Two (2) years of experience in student programming, advising, or event coordination, preferably within a TRiO or similar federally funded program., • Strong organizational and project management skills with attention to detail., • Excellent communication and interpersonal skills, with the ability to engage diverse student populations., • Proficiency in Microsoft Office and willingness to learn new technologies and systems., • Availability to occasionally work evenings and weekends Benefits The annual salary for this role is $64,350 • PTO and Sick days, • Medical, dental, vision insurance, • Flexible Spending Account (FSA), • Enhanced Short Term Disability Insurance, • 100% employer sponsored Long Term Disability, • Voluntary Life Insurance, • Commuter Benefits, • Participation in a 403(b) Retirement Plan, • Employee Assistance Program

Job Description About Us Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring multiple Senior Managing Directors in New York City to fuel our growth. About the Role: You will be responsible for managing Applecart's relationship with existing and new clients, which include the C-Suites of Fortune 500 companies and leading trade associations, advocacy organizations, non-profits, and investment firms. Our clients expect exceptional results from Applecart's platform and thoughtful, strategic counsel from our Senior Managing Directors, who educate our clients and prospects on how Applecart's platform will help them achieve their most important objectives and solve their most challenging problems. Applecart's Senior Managing Directors are seasoned strategic leaders in communications, government relations, politics, or investor relations and/or C-suite advisory veterans. If you're thrilled by the prospect of bringing cutting edge technology to the C-Suite, changing how Fortune 500 companies and other leading organizations manage their brand with their most important stakeholders, and are willing to roll up your sleeves, take on a new challenge, own equity in a fast-growing startup, and earn uncapped performance compensation, this may be the last job you ever take. What You'll Do • You'll manage C-suite relationships with some of the most prominent and sophisticated companies and other leading organizations across the full lifecycle of an Applecart engagement, including pitching, advising on strategy and managing the relationship post-sale, and demonstrating results to extend and expand our relationship with clients., • You'll work with our senior advisors and product leaders to educate C-Suite clients and potential clients about all the different ways Applecart's platform can enable them to impact their business' most important outcomes., • Leveraging your unique qualifications, you will connect Applecart's value proposition to solving our clients' most important C-Suite challenges - driving successful outcomes for our clients and increasing revenue for Applecart., • You'll closely follow news, regulatory filings and other media, looking for every opportunity to create value for clients in a timely way., • You'll be our clients' expert on-call, serving as a senior strategist, counselor and primary executive-level point of contact to decision makers at the highest levels of Fortune 500 corporate affairs teams., • You have significant and deep experience being the "point person" in the room with C-level executives (or equivalent-level personae in other fields, such as senior elected officials), counseling them (and sometimes challenging them to think differently) in connection with high-stakes challenges and decisions. Some work experiences you may have had:, • You have counseled Fortune 500 companies in corporate communications, external relations, government relations, investor relations, brand marketing, and/or public affairs as an external consultant where you were the primary relationship manager for C-Suite clients and fully responsible for revenue generation and growth with respect to those clients;, • You have yourself been a Chief Communications Officer, Head of Government Relations, Head of Investor Relations, or other senior stakeholder;, • You have been a senior staff member for elected officials or other policymakers;, • You have been a senior multi-client lobbyist;, • You have served in a senior role at a trade association, advocacy organization, political action committee, university, or philanthropic organization and were responsible for persuading prominent individuals and entities to fund or join your organization;, • You started your own consulting, advisory, or other business where you were selling to senior stakeholders, • While you may not think of yourself as a sales person, you sell as an everyday part of your role - for example, persuading senior, skeptical stakeholders to adopt your positions or provide funding., • You bring experience from fast-paced, demanding work environments where you needed to be committed and dedicated to delivery excellence in a high-stakes environment, such as senior positions in government, on political campaigns, or at law, management consulting or financial services firms., • You are excited about the Applecart value proposition and can see based on your past experiences how it would have benefited you or your past clients., • You have a deep understanding of C-suite stakeholder communications challenges faced by Fortune 500 companies., • You are entrepreneurial and hell-bent on delivering value to your own clients and other stakeholders., • You have a strong sense of "extreme ownership." You care deeply about making an impact and think creatively and strategically about overachieving your goals., • You are intellectually curious. You read the news religiously and stay up-to-date on the latest corporate developments and political news, and you have a wide range of intellectual interests., • You are an excellent writer and verbal communicator and know how to best frame your work for C-level audiences., • You have impeccable attention to detail and are well-organized., • You possess an energetic, upbeat disposition., • You have an excellent sense of humor and know how to roll with the punches. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) incentive cash compensation tied directly to revenue you generate, and (iii) generous equity compensation that vests over time. An employee in this role who meets their targets will earn $500,000 in combined cash compensation (base and incentive), with a structure that offers the ability to earn significantly in excess of that for exceeding targets. The compensation range provided for this role is specific to candidates located in or relocating to the NYC area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 8X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job Description Elite Technology is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently. Job Description: Elite Technology is seeking a high-performing Global Account Director to manage and expand relationships with our most strategic clients. This is a key role within our fast-paced, growth-focused SaaS organization, responsible for maximizing client success and driving revenue across a portfolio of complex, high-value accounts. You will bring deep expertise in legal technology, ERP/financial systems, and strategic, value-based selling to influence C-level stakeholders and deliver transformational solutions. What You'll Do: • Own and grow a portfolio of global, multi-million dollar client relationships, ensuring long-term satisfaction and expansion., • Serve as the primary executive contact for strategic accounts, positioning yourself as a trusted advisor to legal and finance leaders., • Develop and execute comprehensive account strategies aligned with each client's goals and industry trends., • Lead Quarterly Business Reviews (QBRs), engaging cross-functional teams to deliver measurable client outcomes., • Identify and close new revenue opportunities, including upsells, cross-sells, and transitions from on-prem to cloud., • Deliver persuasive product demos and executive-level presentations to showcase value and ROI., • Collaborate with internal teams—including product, implementation, and customer success—to ensure exceptional delivery., • Track pipeline and performance through Salesforce and other CRM tools to drive results and accountability., • Stay ahead of legal industry trends and competitive positioning to guide consultative sales conversations., • 7–10 years of experience in enterprise SaaS sales and account management, preferably in legal tech or legal services., • Proven success managing and growing multi-million dollar enterprise accounts in complex B2B environments., • Deep experience selling ERP, financial, or business management software solutions., • Fluency in value-based and strategic selling methodologies (e.g., MEDDIC, Challenger, SPIN, etc.)., • Demonstrated success in driving client ARR growth through strategic account development and expansion initiatives., • Ability to build and maintain long-term relationships with senior stakeholders, including CFOs, CIOs, GCs, and Managing Partners., • Strong presentation, negotiation, and commercial storytelling skills with the ability to influence C-level buyers., • Experience in sales leadership or team mentorship roles is strongly preferred., • Proficiency in Salesforce and other sales technology platforms., • Competitive Compensation Package ($130,000 - $150,000 + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed 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 Lifelong 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. 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. About Company Prudential Advisors 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. Prudential Advisors is an Employer that participates in E-Verify.

Job DescriptionCompany Description Chabez Tech is a Pennsylvania-based data engineering and AI products company helping businesses achieve operational and customer excellence. We specialize in solutions integration and implementation support, providing the right talent at the right time. Our customizable platforms adapt to diverse business use cases, reducing the need for multiple vendors. We focus on operational excellence with no-code capabilities that accelerate product initiatives. Our expertise spans MLOps, data governance, security, compliance, and integration. By constantly upskilling and evolving, we deliver flexible, future-ready solutions across industries. Job Description We’re Hiring – Join Our Team at ChabezTech! ChabezTech is excited to announce a full-time internal opening for a Senior Accounts Director – Retail & Data/AI Services. This is not a contract or client-placement role — it’s an opportunity to join our team directly and contribute to our mission of delivering data engineering and AI products that drive operational and customer excellence. Role Highlights • Full-time, internal position with ChabezTech LLC, • Remote (U.S.) – Eastern Time Zone preferred, • Lead financial oversight for retail-focused projects, • Drive enterprise sales & client engagement for Data, Analytics, and AI services, • 15+ years in enterprise finance/sales leadership, • Fortune 500 client experience (retail/e-commerce focus preferred), • Strong accounting/finance expertise (CPA/MBA a plus), • Proven track record in Data, Analytics, and AI services Interested? Send your resume to utsav @ chabeztech.com Learn more about us: #Hiring #FullTime #FinanceJobs #AccountDirector #DataAI #Retail #ChabezTech Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: This is a unique opportunity to join Savvy during a pivotal growth stage and directly shape the backbone of our employee experience. As our Senior People Operations Generalist, you’ll lead our transition off a PEO into in-house payroll and benefits, build the foundational programs that set every employee up for success, and ensure our people processes are as seamless and modern as the platform we deliver to advisors. Your work will touch every corner of the company - from making sure payroll runs flawlessly, to designing recognition programs that celebrate our culture, to ensuring onboarding leaves every new hire saying, “Wow, Savvy is different.” In short, you’ll be central to building an employee experience that mirrors the excellence we promise to clients. Responsibilities: * Lead our PEO transition: Fully migrate payroll, benefits administration, and compliance from the PEO into our HRIS, ensuring a seamless cutover with zero pay errors and minimal employee disruption. * Run payroll and benefits flawlessly: Own day-to-day administration, audits, and employee support across payroll, benefits, and compliance. * Elevate onboarding: Manage and improve our onboarding program to ensure 100% of new hires are set up for success in their first 30 days. * Keep us compliant & clear: Build and maintain people policies that are compliant, accessible, and easy to understand. * Drive engagement: Support recognition and employee experience programs that make Savvy a place people are proud to work. * Strengthen our infrastructure: Maintain accurate systems, reporting, and processes that scale with us as we grow. Must have: * You have 6+ years of experience in People Operations, HR Generalist, or similar roles in fast-paced, high-growth environments. * You’re hands-on with payroll and benefits administration, ideally in Rippling or similar HRIS. * You know how to write clean, compliant policies and communicate them clearly to employees. * You’re process-oriented, detail-obsessed, and thrive on creating scalable systems. * You’re service-minded, approachable, and responsive — employees trust you to have answers. * You’re adaptable and love solving challenges in an environment where priorities shift quickly. Nice to have: * Experience leading a PEO to in-house payroll/benefits transition. * Exposure to designing onboarding and recognition programs in a scaling company. * Familiarity with multi-state payroll and compliance requirements. * Experience with HR analytics or reporting to support decision-making. Why You’ll Love This Role: * You’ll own a high-impact transition: Leading the PEO-to-HRIS cutover is a career-defining chance to build systems from the ground up. * You’ll shape the employee experience: From onboarding to recognition, your work directly influences how every employee feels at Savvy. * You’ll be connected to everything: This role touches every function, making you one of the most plugged-in people at the company. * You’ll help build the foundation: Policies, programs, and processes are still being defined — your fingerprints will be all over how Savvy operates at scale. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Best-in-class medical, dental, and vision plans * 401(k), commuter, and HSA/FSA plans * NYC office in the heart of Manhattan (lunch, dinner, and snacks provided) * Access to Spring Health, XP Health, and Rightway concierge for personalized care * Guardian WorkLifeMatters EAP for stress management, legal, financial, and dependent care support * Help us decide what else to add to this list! Compensation Range: $145K - $175K

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established a strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: We’re seeking a creative, strategic, and execution-oriented Content Marketing Lead to own and scale our content program within our Advisor Marketing function. This role sits at the intersection of storytelling, brand building, and demand generation. You’ll be responsible for shaping our content strategy, managing our editorial calendar, and producing compelling content that resonates with financial advisors, end clients, and industry stakeholders. The ideal candidate is both a sharp writer and an insightful thinker; someone who’s excited to uncover emerging trends, elevate executive perspectives, and create content that challenges convention in a thoughtful way. This is a highly collaborative role that reports into the Head of Business Development and Strategy and works closely with marketing, sales, product, and company leadership. Responsibilities: * Lead and execute a multi-channel content strategy spanning blogs, whitepapers, videos, newsletters, executive bylines, and social media * Develop high-impact thought leadership and lead magnets that drive brand authority and qualified leads * Partner closely with brand and demand gen teams to ensure content aligns with campaign goals and brand voice * Write, edit, and manage production of long- and short-form content tailored to advisors, prospects, and industry influencers * Collaborate with company executives to ghostwrite and elevate their voices across earned and owned channels * Maintain a content calendar that supports integrated marketing campaigns and product launches * Stay attuned to industry trends, competitive positioning, and regulatory shifts to inform and inspire content * Optimize content for SEO and conversion, with a focus on performance metrics and ROI * Source and manage freelance or agency resources as needed for scalable production * Support video content development in partnership with design and production teams Must have: * 4-10 years of experience in content marketing, editorial, or communications roles * Exceptional writing, editing, and storytelling skills, with a portfolio that demonstrates clarity, creativity, and business impact * Experience writing for or on behalf of executives, particularly in financial services or B2B industries * Proven track record managing content strategy and execution across multiple channels * Strong research and synthesis skills—the ability to dig into an industry and surface insights that fuel standout content * Ability to collaborate cross-functionally and manage projects from concept through publication * Comfortable operating in a fast-paced, high-growth startup environment Nice to have: * Experience at a high-growth startup or tech-enabled services company * Background in or familiarity with the wealth management, fintech, or RIA industry * Knowledge of SEO best practices and content performance measurement * Experience developing video content, either as a producer or in collaboration with video teams Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $140K - $170K

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Competitive Compensation, • Great Work Environment Responsibilities • Meet with prospective and current students to review their financial aid status and forms to ensure everything is in order for filing, • Scan and input necessary forms from students to process their financial aid and file electronically, • Calculate estimated financial aid and assist students in determining final costs and finding gap financial opportunities, • Conduct student loan entrance and exit counselingQualifications, • Maintain the highest level of integrity and confidentiality with students and their information, • Deep understanding of the financial aid systems and process, student loans, and the student experience, • Exceptional communication and interpersonal skills, • Familiarity with computers, including Microsoft Office suite, • Strong organizational skills, • Ability to multitask, • Experience appreciated

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job Description GOODWILL GREATER NEW YORK AND NORTHERN NEW JERSEY Position Title: Career Services Manager - Workforce 1 Location: 400 E. Fordham Rd., Bronx, NY 10458 Lead with Good Purpose Goodwill Greater New York and Northern New Jersey (GWNYNJ) believes that the power of work and sustainable fashion is how we unlock the good in our communities. For over 100 years, we have helped people get jobs, stay employed, and progress in careers across New York and Northern New Jersey. If you’re a nonprofit leader passionate about challenging the status quo, loves bringing the right people together to operationalize strategy for the good of others, and believes in the power and potential of people, we want to hear from you! We’re on the hunt for our next Career Services Manager. The Career Services Manager (CSM) serves as the point person for overseeing and coordinating career development services and initiatives within the Workforce1 Career Center. The Awesome Things You’ll Do • Oversee the assigned team of Career Advisors across the three Bronx Workforce1 Career Centers., • Ensure that quality service is provided to identify, engage, assess and support clients in need of career development and support in order to achieve employment outcomes., • Explain and interpret funder rules, regulations, policies and procedures for staff. • Interpret performance data and set achievable outcomes for their teams and to pivot when there are issues., • Manage the day-to-day functions of the career services division to ensure that career services are effectively serving customers and stakeholders. • Develop and/or modify work plans, methodologies, and procedures; determine work priorities and develop work schedules to ensure adequate coverage and completion of work., • Provide work instruction and assist career advisors with difficult and/or unusual assignments., • Ensure career advisors that are adequately trained on the tools, processes and tasks needed to achieve performance metrics., • Set performance goals for career advisor in alignment with achieving 3100 placements annually; including goals for outreach, engagement, workshops, trainings, assessments and re-engagement. Our Must Haves -B.A. or B.S. degree required along with at least one to two years’ experience providing career navigation, case management, vocational counseling, or employment services. • At least 3 years’ experience in a leadership role, preferably in career services, human resources, or related fields., • Experience managing and motivating teams, setting goals, and providing guidance and support to team members., • In-depth knowledge of career development theories, job market trends, and employment strategies., • Excellent communication skills: communicate clearly, listen actively, and convey information and feedback effectively. among team members., • Proven ability to build and maintain relationships with clients, employers, alumni, and other stakeholders., • Experience in program development and implementation to meet the career services goals of the organization., • Strong proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint, is essential for report generation and data analysis., • Prior experience preferred in working with individuals receiving public assistance, Veterans, people with disabilities and older populations., • An understanding of the special needs of an economically and socially disadvantaged population., • Superior oral and written communication skills., • Proven ability to work with diverse populations., • Exceptional interpersonal skills, including active and reflective listening, motivational interviewing, authentic communication, and conflict resolution., • Highly effective problem-solving and follow up skills., • Ability to focus deadlines and details., • Excellent networking skills., • Record-keeping, case noting, HIPAA compliance, and maintaining confidentiality. What We Offer • Proposed hiring range of $65,000 to $70,000., • Generous paid time-off policy to use when you need it., • Health, wellness and financial resources to help you achieve our personal goals., • Robust health benefits including medical, dental, vision, parental leaves and company sponsored life insurance., • Retirement matching programs and contributions., • Transit and commuter benefits. You bring the Good in Goodwill We believe in creating space for everyone to do their best work and have individual and collective impact. We believe in challenging the status quo and setting ambitious goals in the name of doing good. We believe that being your best self and helping others do the same is how we bring our mission alive. Even if you don’t think you meet all the qualifications listed for the job, we would love to hear from you!

Job DescriptionJob Description Overall Job Summary: The Department Supervisor is responsible for supporting the Sales and Profit goals in the store by executing a plan to deliver the Best Customer Experience in the department and overall store. The Department Supervisor will work in accordance with legal requirements and H&M standards, policies, and procedures to meet the expectations of customers and colleagues. This position reports to our Department Manager or Store Manager (based on volume) and has the following direct reports: dotted line to Sales Advisor(s). Your Day to Day* Sales and Profit • Together with the store management team, ensure store operations, H&M standards, and best practices are followed through proper scheduling to maximize conversion and enable commercial activities (Move, Sales, Events, etc.) and excellent customer service keeping within the sales budget of allocated hours., • Ensure H&M Customer Service standards are always delivered through active coaching and leading by example, • Ensure the maintenance of the sales floor is managed in a cost-efficient way to meet H&M standards and initiate actions accordingly with the store management team, • Perform all store routines, including the opening and closing of the store, following all Company practices and procedures, • Ensure that the truck is processed and follow up to ensure the execution according to guidelines, • Actively prevent loss and ensure the store follows appropriate safety and security guidelines, • Identify opportunities to increase customer satisfaction and sales with the Department Manager and then execute changes accordingly People and Teams • Ensure clear communication to Store team on business performance, company culture, training focuses through daily Behind the Seams Meetings and participating in leadership meetings, • May be assigned overall store responsibility in absence of Store Manager or Department Manager when opening or closing store, • Work with timekeeping and scheduling system as part of opening/closing routines, • May be asked to train other supervisors as well as complete projects on an as needed basis for their development, • Serve as a note taker for staff interviews when needed, • Act as a management witness, on behalf of H&M, in employee discussions as needed, • Ensure that all employee issues are immediately brought to the attention of management team, • Assist the management team in the day-to-day supervision of staff by directing and overseeing workflow within the store, • Assist the management team with the training and developing of Sales Advisors on the operational side of the business by following up on clear goals and providing timely feedback, • Ensure health & safety, legal, and security issues are being handled to H&M standards and local laws, securing the employee and customer safety at all times, • Strengthen our Company Culture by promoting feedback in our daily work and coach your team to do the same Financial Accountability • None Qualifications Who You Are • Inclusive, positive, creative, and willing to learn on the job!, • Passionate for customer service and helping people find their style, • A multi-tasker who enjoys working in a fast-paced environment with an eye for detail, • You have the ability to lift in excess of 20 pounds, • Ability to stand for long periods of time, bend, stretch, engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) for a short distance, • Ability to climb a ladder and use a step stool, • Open availability including evenings and weekends, • 1-2+ years of transferrable experience welcome, • Basic computer skills such as browser navigation, software interaction, and data entry are needed, • May be required to travel to support other stores and for training Why You’ll Love Working for H&M • Dynamic, team-driven work environment with a group of unique, diverse, and kind individuals., • Endless growth & development opportunities. Additional Information Job Status: Hourly, Non-Exempt Compensation: Hiring Range is $19.13 - $21.95 Hourly** EEOC Code: SLS *This job posting highlights the most critical responsibilities and requirements of the job. It’s not all-inclusive. There may be additional duties and responsibilities assigned for this job at the company’s discretion. **H&M, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. H&M may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. Benefits: We offer all our employees at H&M Group attractive benefits with extensive development opportunities around the globe. All our employees receive a staff discount card, usable on all our H&M Group brands in stores and online. Brands covered by the discount are H&M (Beauty and Move included), COS, Weekday, Monki, H&M HOME, & Other Stories, ARKET, Afound. In addition to our staff discount, all our employees are included in our H&M Incentive Program – HIP. You can read more about our H&M Incentive Program here. In addition to our global benefits, all our local markets offer different competitive perks and benefits. Please note that they may differ between employment type and countries. We offer: 25% Staff Discount - Medical, Pharmacy Vision and Dental Coverage – Employee Assistance Program - Vacation, Wellness, Holiday and Parental Pay – 401K – Commuter Benefits, Health and Dependent Care FSA. Plus, additional Voluntary Benefits. Inclusion & Diversity: H&M is a part of H&M Group. At H&M Group, we’re determined to create and maintain inclusive, diverse and equitable workplaces throughout our organisation. Our teams should consist of a variety of people that share and combine their knowledge, experience and ideas. Having a diverse workforce leads to a positive impact on how we address challenges, on what we perceive possible and on how we choose to relate to our colleagues and customers all over the world. Hence all diversity dimensions are taken into consideration in our recruitment process. We strive to have a fair and equal process and therefore kindly ask you not to attach a cover letter in your application as they often contain information that easily can trigger unintentional biases. Company Description: H&M is a fashion brand that offers the latest styles and inspiration, from fashion pieces and unique designer collaborations to affordable wardrobe essentials. Our business idea is fashion & quality at the best price in a sustainable way. Learn more about H&M here.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Marketing Campaign Specialist role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and has a strong understanding of various marketing channels. Responsibilities: * Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients. * Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources. * Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events. * Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives. * Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement. * Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals. * Maintain detailed records of campaign performance and budget utilization. * Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives. Must Have: * Bachelor’s degree in Marketing, Business, Communications, or a related field. * 3-5 years of experience in a marketing role, preferably within a financial services or start-up * Strong understanding of various marketing channels, including digital, social media, email, and events. * Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools. * Excellent organizational skills and attention to detail. * Strong analytical skills with the ability to measure and report on campaign performance. * Exceptional communication and interpersonal skills. * Ability to manage multiple projects simultaneously and meet deadlines. Nice to Have: * Knowledge of the wealth management industry and financial advisory services. * Familiarity with CRM systems and project management tools. Qualities: * Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes. * Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns. * Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness. * Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment. * Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success. * Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members. * Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions. * Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors. * Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best-in-class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * We are in office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision-related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $80K - $100K