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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 Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Client Partner role at Endava is a senior leader within the Commercial organisation. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role within the Payments industry. · Proven track record of delivering 20%+ revenue growth across a client portfolio related to Payments., • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points) aligned with BDMs., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We’re looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you’ll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting • Proactively manage day-to-day client health, reporting, and incident follow-up, • Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight, • Review and raise concerns related to billing, invoices, and SLA reporting, • Act as point of escalation for project delivery and high-impact client issues, • Facilitate and manage client risk assessments and VOC representation, • Monitor and document client KPIs, project trends, and escalate concerns as needed, • Capture and distribute client meeting notes and call logs, • Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment, • Lead and track Statement of Work (SOW) processes, • Attend client conferences and represent the organization professionally, • Manage pre- and post-contract fulfillment, including governance meetings and client engagement, • Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents, • Coordinate client visits, including itinerary planning, agendas, and entertainment, • Identify and implement client education and training programs, • Bachelor’s degree in Business Administration or related field, or equivalent professional experience, • 5+ years in client success or relationship management within financial services, • Proven communication and interpersonal skills with a proven ability to build and maintain client relationships, • Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management, • Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting #LI-Remote

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR qlI7xWwGAE

Job DescriptionFull Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities: • Must have an established portfolio of 100M AUM and above, • Provide financial planning advice and guidance, • Manage client portfolios, • Execute trades and transactions, • Stay up-to-date on market trends and regulations Qualifications: • Bachelor's degree in finance or a related field, • Series 7, 63 or 66 license, • 5+ years of experience as a financial advisor, • Strong communication and interpersonal skills, • Ability to work independently and as part of a team If you are interested in this position, please send your resume and cover letter to . I look forward to hearing from you!

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionSalary: Customer Success Manager (US, Hybrid) (Must be able to commute to one of our US-based offices in Chicago, San Francisco, New York City, or Miami.) Job Summary GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila. Customer success is a new and strategic department at GTreasury with a clear objective to facilitate the adoption of new products or services, reduce risk and churn, and support expansion within existing accounts. As a GTreasury Customer Success Manager, you are a critical part of our customers adoption and ongoing satisfaction. You will play a pivotal role in ensuring our customers achieve their desired outcomes (value realization) with the use of our solutions. When customers are successful GTreasury benefits through increased customer retention, solution expansion, and advocacy. As part of the Global Customer Support Team, you will help solve customers' business challenges through success planning and engagement, aligning and demonstrating the value of GTreasury solution against our customers' initiatives to deliver positive business outcomes. This includes end-to-end customer life cycle where youll manage customer adoption and growth, health, and retention in partnership with your Account Manager. This is a great role for someone who wants to be part of developing a customer success organization. What Were Looking For: • Optimism and curiosity: Optimism will allow you to see the solution through the constraints, and curiosity will allow you to chart the path to success., • Question asking and problem solving: Success plans are never the same for each customer, and so the magic lies in asking the right questions and translating into a plan that shows value., • Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. Were looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills. What You Will Do: • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to drive product adoption and ensure customers are leveraging the solution to achieve full business value., • Be accountable for enabling customers to achieve their desired outcomes, setting them up for success during critical moments that matter in the journey, as evidence over time through product adoption., • Co-create Value Achievement & Success Plans with your customers to develop a deep understanding of their business, primary business outcomes, and tangible success metrics., • Develop, automate and scale customer lifecycle events including kickoff/onboarding, business review, feature announcements, utilization and user engagement., • Address customer inquiries, manage obstacles, and identify ways to drive additional value., • Establish periodic touchpoints to ensure customers are informed, remain engaged, and solicit general feedback., • Be an advocate and voice for our customers internally and partner with cross-functional teams to facilitate successful implementation, adoption, expansion, and renewals., • Work in partnership with Operational, Product, Engineering, Sales, and Support teams to provide customer feedback and ensure requests are resolved in a timely manner Skills & Requirements: • 5+ years of customer success, service, product, account management, or software sales experience in a B2B SaaS Solutions environment, • Ability to interact with enterprise customer teams at various levels of technical and non-technical depth, and across multiple levels from end user through C-level stakeholders while navigating tough conversations, • Strong presentation and communication skills, verbal and written, • Project management skills, with proven results working as a reliable advisor to drive business value for customers, • Highly data-driven with a dedication to following processes, • Intellectually curious and enjoys creative problem solving., • Passionate about driving and tracking a consistent engagement process with all customers in your portfolio, • Flexible approach, able to operate effectively with uncertainty and change Education Requirements: • Bachelors degree preferred, or equivalent experience What You Will Get: * • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of good work., • A great management team and reporting structure that supports you and your growth., • A culture of open collaboration and problem solving, • An empowered role on the success team, responsible for driving business value., • Great benefits and culture., • Our benefits include:, • Salary: The expected annual median salary for this role is $105,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location., • Excellent medical, dental and vision insurance options, • HSA and FSA options + company HSA contributions, • 401K matching, • 100% paid parentalleave, • 15 paid holidays + competitivePTO, • Flexible work environment About GTreasury: GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the worlds most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila). At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply! If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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 DescriptionWho we are:Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. Nitra offers physicians and medical clinics around the country credit and expense management products they crucially need, as well as a medical supply marketplace, in an all-in-one platform powered by machine learning technologies. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Plaid, and Goldman Sachs. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. We're looking for:A Customer Success Manager who will be responsible for managing Nitra’s customers and channel partners. We need an expert in account management who will help Nitra continue its exponential growth trajectory and momentum.Your responsibilities will include: • Onboarding new customers and channel partners, • Providing a first-class customer experience to all customers and partners, ensuring their needs are met, • Monitoring and tracking customer and channel partner performance, driving growth by increasing share of wallet and preventing customer churn, • Establishing clear client retention goals, • Serving as a trusted advisor and the primary point of contact for customers, resolving their issues and complaints, and working collaboratively with product and engineering teams to improve the product and customer experienceYou have:, • Proven track record (5+ years) of success as a Customer Success Manager or similar role, • Exceptional ability to communicate and foster positive business relationships, • Experience in managing and working with a diverse group of stakeholders and customers, • Enjoy working in an unstructured start-up environment (lack of process does not frustrate you), • Excellent written and verbal communication skills – proven ability to effectively interact with medical professionals, • Expert level time management and organizational skills – adept at handling and frequently re-prioritizing a high volume of tasks, • The ability to see challenges as opportunities to level up. High-achieving and goal-oriented. A self-starter, you are always able to understand the bigger picture, and take a leading role to impact it, • A collaborative spirit – transparent in your work, output, and decision making, • Passion for creative thinking and bold ideas for growing the business/enhancing customer experience.We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Professionalism and discretion in interacting with executives and clients, • Proven track record of showing initiative, • Excellent verbal and written communication skills, • Strong attention to detail and organizational skills, • Creativity, confidence, and flexibility

Job DescriptionThe Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded. Visit us at:

This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supp

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! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 2-5 years building web applications with experience shipping features in production environments * Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills * Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage and support * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $134K - $164K

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! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 5+ years building and scaling web applications with demonstrated impact in production environments * Strong full-stack proficiency including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Proven collaboration abilities in cross-functional startup environments with mentoring experience and strong technical communication skills * System design expertise for scalable applications including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage (8 weeks) and support (Tilt) * 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: $165K - $226K

Job DescriptionWe’re hiring a Snowflake Data Engineering Consultant!Employment Type: Full Time/Direct Hire (No Agencies, No C2C)Location: Atlanta, GA, Washington, DC, NYC, Richmond, VA & Charlotte, NC Metro AreasLocation Type: Hybrid (1-2 days onsite per week) - Home Office/Local Ippon office About Ippon:The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering. About the position:We are seeking a Snowflake Data Engineering Consultant to play a pivotal, hands-on role in the design, development, and execution of cloud data solutions for our enterprise clients. This position is ideal for an experienced data consulting professional ready to bridge the gap between high-level architectural strategy and technical implementation. You will be responsible for translating business requirements into secure, cost-effective Snowflake architectures, participating directly in the execution of complex data migration projects, and ensuring best practices are followed across all data pipelines and modeling efforts. If you are passionate about the technical mastery of the Snowflake Data Cloud, skilled in performance optimization, and ready to collaborate closely with both engineering teams and client stakeholders to deliver value, this role is for you.Roles and Responsibilities: • Client Advisory and Consulting:, • Act as a trusted advisor to clients, helping them define and execute on their data strategy., • Translate business challenges into secure, scalable, cost-effective data solutions., • Support data discovery sessions and maturity assessments to identify gaps and opportunities., • Serve as a technical contributor in client discussions, translating business requirements into technical specifications., • Advise clients on best practices around insight quality, • Complex Project Delivery:, • Execute key phases of end-to-end data migrations from legacy platforms (e.g., Teradata, Oracle, Redshift) to Snowflake., • Contribute to the design of migration strategies and assist in developing implementation roadmaps., • Implement advanced Snowflake features in client environments: Snowpipe, Snowpark, Dynamic Tables, Time Travel, and Zero-Copy Cloning., • Support the designing and building of secure, efficient Snowflake architectures for specific data domains, ensuring alignment with business objectives., • Create and maintain detailed technical documentation, data models, and implementation guides., • Ensure data quality and security standards are met within the implemented solutions. (GDPR, HIPAA, SOX), • Follow agile delivery methodologies and ensure timely completion of assigned technical deliverables., • Thought-Leadership and Innovation:, • Stay current on market-leading data offerings and platforms (e.g., Snowflake, Databricks, Redshift, PowerBI, Tableau, Looker, etc)., • Contribute to the evolution of internal offerings around data, decision intelligence, and AI/ML readiness., • Lead internal and external workshops, demos, and enablement sessions to foster data literacy., • Share industry insights, trends, and new technologies with both clients and internal teams., • Collaboration and Communication:, • Collaborate with internal and external stakeholders, architects, tech leads, business analysts, engineers, and data scientists to align data engineering contributions with business priorities., • Present findings and recommendations to both technical and executive audiences., • Provide support and knowledge-sharing to junior engineers and team members on best practices.Competencies we are looking for:, • Minimum Qualifications:, • Bachelor's degree in Computer Science or a related field, or equivalent experience, • 4+ years of experience in data engineering, warehousing, or architecture across modern data cloud platforms, • 3+ years of proven expertise with the Snowflake platform and advanced features, • 1+ year experience with data migration projects from on-premises to cloud solutions, • Experience optimizing Snowflake architecture, queries, and warehouse usage to ensure maximum efficiency and minimize costs., • Strong proficiency in SQL, Python, and cloud platforms (AWS/Azure/GCP), • Deep understanding of ETL/ELT processes, data modeling, and warehouse design, • Experience with migration tools such as SnowConvert, Matillion, Informatica, Talend, and dbt, • Excellent verbal and written communication skills to support presentations, client discussions, technical documentation, and conveying complex technical concepts to non-technical stakeholders and team members, • Strong analytical and problem-solving skills with an outcomes-oriented mindset, • Preferred Qualifications:, • SnowPro Core Certification (Advanced certifications a plus), • Working experience in highly regulated industries such as Financial Services, Insurance, Healthcare, Logistics, and Education, • Skilled in collaborating with multidisciplinary teams to achieve shared goals efficiently and effectively., • Enterprise-scale data consulting experience with the ability to understand client requirements, build relationships, and deliver successful solutions, • Demonstrated project leadership skills with the ability to guide, motivate, and inspire team members and stakeholders toward achieving shared objectives., • Cloud Certifications in AWS, Azure, or GCP, • Knowledge of CI/CD pipelines and DevOps best practices, • Experience with Infrastructure as Code (Terraform, CloudFormation), • Effective time management and organizational skillsWhat we offer:, • Great salary and benefits - Health (HDHP & PPO Plans), dental, and vision insurance, HSA, EAP, as well as a 401k with company match, • Work/life balance - Ippon offers generous PTO, parental leave, medical leave, and flexible schedules, • A fun, creative, and healthy work environment, focused on teamwork, knowledge-sharing, and exceptional delivery, • Opportunities to expand your portfolio and work with different companies and industries

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description Roofing Sales Representative – Long Island Location: Long Island, NY Type: Full-Time Salary Range: $80,000 – $120,000 base + performance bonus About the Opportunity A full-service manufacturer’s rep firm is seeking a results-driven Roofing Sales Representative to expand market share in Long Island. This is a hunter-style sales role focused on single-ply roofing systems and related building envelope products, selling directly to roofing contractors. The ideal candidate is strategic, aggressive, and hungry to win in a competitive market. This is a demanding but rewarding opportunity with strong earning potential, a cash balance retirement plan, and high-level client entertainment as part of the sales culture. What You’ll Do • Prospect, identify, and close new business opportunities with contractors, architects, and distributors., • Provide product education and deliver presentations to promote roofing and building envelope solutions., • Conduct on-site visits, offering technical support and ensuring understanding of installation and performance., • Maintain CRM records in Salesforce and Copper to manage pipeline and sales activities., • Stay up-to-date on industry trends, competitor activity, and product developments., • Represent the company at industry events, trade shows, and networking outings., • Engage in relationship-driven “social selling” through golf, fishing trips, dinners, and other client events., • Collaborate with manufacturers and internal teams to provide responsive customer service. What You Bring • 5+ years of outside sales experience in commercial roofing., • Proven hunter sales track record with consistent quota achievement., • Strong existing relationships within the Long Island roofing contractor market., • Technical knowledge of roofing systems and installation., • Competitive, proactive mindset with the hustle to thrive in a rejection-heavy sales environment., • Excellent communication and presentation skills with decision-makers., • Highly organized, detail-oriented, and able to manage multiple priorities., • Proficiency in Microsoft Office and CRM systems (Salesforce experience a plus)., • Valid driver’s license and willingness to travel throughout Long Island. What’s Offered • $80,000 – $120,000 base salary + performance bonus., • Cash Balance Plan retirement benefit, with access to employer’s financial advisor., • Mileage reimbursement., • Company laptop with mobile connectivity., • Full benefits package., • Strong team culture with high earning potential and client-focused perks. Want to Stand Out? We’d love to hear from you directly. Submit a quick video intro to share your background, sales approach, and why you’re excited about selling roofing solutions. Submit your video here:

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

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 DescriptionSalary: Diamond is a strategic, creative, and client-focused agency that partners with some of the most exciting brands to solve complex problems. We are one of Canadas largest independent agencies, blending enterprise-sized ambition with a start-up DNA that drives tenacity, quality, and client satisfaction. As we expand into the US market, we are excited to welcome our first US-based team member, backed by the full strength of our Canadian office. Learn more at: experiencediamond.com Role Overview: This is a unique hybrid role combining the strategic client management expertise of an Account Supervisor with the hands-on execution and production skills of an XM Producer. As the first US-based employee, you will be a critical bridge between our clients and our Canadian team, managing client relationships, leading cross-functional teams, and orchestrating the flawless execution of experiential marketing programs. You will own the day-to-day client relationship, ensuring alignment with brand objectives and budgets, while also managing the end-to-end production process, from planning and budgeting to vendor coordination and on-site execution. This role requires a strategic thinker with strong project management skills and a passion for delivering exceptional client experiences through creative and operational excellence. Key Responsibilities: Client Management & Strategic Planning • Serve as a strategic advisor and primary point of contact for US clients, understanding their business, industry trends, and competitive landscape., • Lead client meetings, develop strategic account plans, and identify growth opportunities., • Build deep client relationships with key stakeholders to help the overall growth of our US business., • Collaborate with internal teams to ensure all work aligns with client objectives, brand standards, and budgets., • Manage client expectations proactively and maintain strong, trust-based relationships. Project & Production Management • Lead project kick-offs, develop scopes of work, budgets, timelines, and status reports., • Coordinate cross-functional teams to ensure projects are delivered on time, within budget, and to the highest quality standards., • Manage vendor relationships, negotiate contracts, and oversee logistics including travel, staffing, and on-site support., • Oversee financial tracking, reporting, and reconciliation for all projects., • Identify risks and develop contingency plans to ensure smooth execution. Team Leadership & Collaboration • Act as a key liaison between the US client and Canadian teams, fostering collaboration and communication., • Mentor and support junior team members as needed., • Drive continuous improvement in processes and client service delivery. Qualifications: Must-Have: • 7+ years of marketing experience, including 3-4 years in a client-facing agency role., • Proven experience managing integrated marketing projects with a strategic and operational focus., • Strong understanding of experiential marketing, production logistics, and vendor management., • Proven track record of building deep client relationships, • Exceptional organizational, communication, and multitasking skills., • Ability to work effectively under pressure and manage multiple priorities., • Passion for building brands and delivering creative, results-driven solutions., • Valid drivers license and ability to travel up to 50% of the time within the US., • Experience working in or with cross-border teams is a plus., • Must be able to be present for meetings in Mt.Laurel, NJ at least one time per week. Nice-to-Have: • Bilingual skills., • Client-side experience, especially with Tier 1 brands or financial institutions., • Experience with large-scale consumer-facing experiential campaigns. Why Join Diamond? • Be the first US-based team member in a rapidly growing, independent agency with a strong Canadian foundation., • Work in a dynamic, collaborative environment that values creativity, innovation, and client success., • Competitive compensation and benefits package., • Opportunity to shape and grow the US presence of a well-established agency. How to Apply: Are you ready to take on a unique challenge and be a foundational part of Diamonds US expansion? We want to hear from you! Please submit your resume and a cover letter explaining why youre the perfect fit for this hybrid role. We appreciate all applications, but only candidates selected for an interview will be contacted.

Job DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs, and create compelling ROI narratives., • Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase., • Experience in enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $165k - $185k per annum plus commission plan of 100% of basic salary (uncapped) · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays ???? · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off ????️‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Job DescriptionCompany Description Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain’s New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description We are seeking a highly motivated Commercial Banking Relationship Manager/Deposit Officer to join our Commercial Real Estate (CRE) team in New York. This role is primarily responsible for deposit gathering, with a focus on attracting new commercial real estate clients while expanding deposit relationships with existing customers. The ideal candidate will have a strong background in commercial banking deposits, knowledge of real estate industry cash management needs, and a proven ability to develop tailored deposit solutions for clients. Key Responsibilities: Deposit Growth & Business Development: • Develop and execute strategies to attract and grow commercial real estate deposit relationships., • Proactively identify new CRE clients and convert prospects into long-term depositors., • Leverage networking, industry events, and client referrals to expand the bank’s deposit portfolio., • Work closely with existing clients to optimize their deposit strategies and deepen relationships., • Conduct regular client reviews to assess deposit needs and offer customized cash management solutions., • Stay informed about market trends, interest rate changes, and competitive deposit products to refine sales strategies., • Provide insights on best practices for maximizing returns on deposits and enhancing liquidity management., • Ensure all deposit-related activities comply with bank policies, regulatory requirements, and risk management guidelines., • Monitor deposit accounts for anomalies and work with internal teams to mitigate potential risks., • Maintain thorough documentation and reporting on deposit acquisition and retention efforts. Qualifications • Bachelor’s degree in Business, Finance, Economics, or a related field., • 5+ years of experience in commercial banking, with a focus on deposit gathering and cash management., • Strong knowledge of treasury management, liquidity solutions, and commercial real estate banking., • Proven ability to attract and retain deposit relationships through strategic sales efforts; Networking and client outreach, • Excellent negotiation, communication, and business development skills., • Ability to work independently and collaboratively in a fast-paced, results-driven environment., • Office Productivity & Documentation: strong MS Suite experience (Word, Excel, PowerPoint, Outlook,); Cloud-based collaboration and document sharing, • Experience with Salesforce is a big plus, or similar CRM alternatives for managing client relationships, • Additional tools such as Zoom, or related for virtual client meetings, DocuSign, etc., • Cybersecurity & Compliance Awareness such as recognition of phishing and fraud risks in financial transactions, • Strong project management skills & deal pipeline management, • Strong presentation skills – Senior Management presentation experience is a plus, • Excellent communication and collaboration skills, capable of working effectively with cross-functional teams. #LI-Hybrid Compensation The expected annual base salary for this position is between $130,000 - $165,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionCompany Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data center, campus and routing environments. What sets us apart is our relentless pursuit of innovation. We leverage the latest advancements in cloud computing, artificial intelligence, and software-defined networking to provide our clients with a competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the digital landscape but to also anticipate and adapt to future challenges. At Arista we value the diversity of thought and perspectives that each employee brings to the table. We believe that fostering an inclusive environment, where individuals from various backgrounds and experiences feel welcome, is essential for driving creativity and innovation. Our commitment to excellence has earned us several prestigious awards, such as Best Engineering Team, Best Company for Diversity, Compensation, and Work-Life Balance. At Arista, we take pride in our track record of success and strive to maintain the highest standards of quality and performance in everything we do. Job Description Who You'll Work With As a team member of the Arista Sales team, you are the face of Arista to our customers; their internal champion for the problems they need to solve. As their champion you will align Arista’s technical resources to achieve your customer’s business outcome. You will partner with some of the most skilled Customer Engineers in the industry in addition to our Professional Services and Executive teams to help them understand how to execute on your customer’s behalf. Our sales teams have a culture of team success, where you’ll collaborate and be supported by like minded sales professionals. This role typically reports to a Regional Sales Director or Area VP of Sales. What You'll Do We are seeking a proven Major Account Manager to join our growing Sales organization in NYC metro area. The Major Account Manager role will act as a trusted advisor and implement sales strategies to exceed sales targets within 12-15 enterprise level accounts with a strong focus on the Tier 2 financial services vertical. Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center solutions is highly desirable. Job Responsibilities: • Exceed measurable sales objectives and extend the Arista brand within a targeted list of enterprise level financial services accounts in the NYC metro area., • You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including; Software-Driven Cloud Networking platforms, EOS (Open Source Network OS), Cognitive Campus, WI-FI Campus networking, and AI networking platforms in addition to the Arista Cloud Vision (Network Automation & Telemetry), Network Monitoring Fabric solutions and NDR, Endpoint and AI driven Network Identity Access security solutions., • Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition., • Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership., • Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions., • Establish and manage key channel relationships in your territory., • Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers., • Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums., • Collaborate with Arista peers on marketing plans and best practices., • Keep up-to-date with technology partner solutions, competing solutions and competitor strategies.Qualifications You possess a hunter mentality and have a proven track record of technology sales including cultivating relationships with existing customers in addition to penetrating new logo accounts. You are an influencer and possess the ability to act as a trusted advisor to deliver business value to both end users and key business stakeholders. Our team looks for individuals who embody our values of trust, compassion, collaboration, respectfulness, integrity, and good-natured fun. Minimum Job Requirements: • BS/BA degree or equivalent in addition to 7+ years of technology sales experience., • Proven track record of direct selling into target financial services accounts within the assigned territory and exceeding sales targets, • You possess relevant data center or networking (LAN/WAN, SDN) industry background from a technology partner, competitor, channel partner or end user is a a requirement., • Strong rolodex and relationships within the territory, • Excellent people skills and ability to build relationships at all levels The new hire base pay for this role has a salary range of $108,000 to $165,000. The actual salary offered will be based on a wide range of factors, including skills, qualifications, relevant experience, and US location. The salary range provided reflects the base salary and in addition may also be eligible for discretionary Arista bonuses, commissions, equity, and benefits including medical, dental, vision, wellbeing, tax savings and income protection. The recruiting team can share more details during the hiring process specific to the role and location. #LI-TC1 Additional Information All your information will be kept confidential according to EEO guidelines. Arista Networks is an equal opportunity employer. Arista makes all hiring and employment-related decisions in a non-discriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other factor determined to be unlawful under applicable federal, state, or law law. All your information will be kept confidential according to EEO guidelines.

Job DescriptionSalary: $150,000 - $180,000 Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the worlds Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. With our rapid growth, we are looking for dynamic and passionate individuals to join our high performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hard working individuals with diverse backgrounds are what makes innovation happen. We are seeking a highly experienced and strategically-minded Enterprise / Strategic Account Manager to join our high-performing Sales team. In this critical role, you will be responsible for closing, owning, nurturing, and expanding relationships with our most important and strategic bank partners in the US and UK. You will be instrumental in driving long-term, high-value partnerships, influencing the banks strategy, and ensuring their success aligns with our company's goals and vision. This position demands a leader capable of navigating complex financial institutions, building and fostering deep relationships, and requires engagement with industry leaders. Key Responsibilities: • Strategic Account Management: Autonomously own and drive the entire sales cycle, from initial prospecting and strategy development to complex negotiations and deal closure, exclusively within the largest banks in the US and UK. Simultaneously, cultivate deep, multi-level relationships across these strategic financial institutions, • Expert Client Understanding: Develop an unparalleled understanding of each bank's specific industry context, bespoke business needs, C-suite objectives, buying behaviors, budget processes, challenges, and long-term goals., • Comprehensive Strategic Planning: Develop and execute comprehensive, multi-year strategic account plans that are tightly aligned with both the bank's objectives and FISPANs vision of the future. Ensure these plans maximize customer satisfaction, retention, and significant revenue growth., • High-Value Deal Negotiation & Closure: Lead and master the full sales cycle for large-scale, multi-product opportunities with these top-tier banks, including those involving bespoke solutions. Demonstrate exceptional skill in closing high-value deals and securing new business within the financial sector., • Trusted Advisor & Executive Engagement: Act as a trusted advisor to senior executives within partner banks, proactively providing insights on fintech trends, competitive landscapes, and how our solutions drive strategic value and transformation. Identify, cultivate, and maintain strong relationships with key stakeholders across these financial organizations., • Cross-Functional Collaboration: Collaborate deeply with internal Product, Marketing, Partner Success, and Service Operations teams to shape solutions, ensure strategic alignment, and guarantee seamless execution of account plans and client experience for our banking partners., • Revenue Growth & Expansion: Be the CEO of your assigned portfolio of the largest banks. Drive significant, measurable revenue growth, strategic expansion of the company's footprint within these strategic accounts, and the acquisition of new high-value banking clients., • Proactive Relationship and Risk Management: Proactively monitor the health of your bank partners, identify potential risks, and implement mitigation strategies to ensure long-term client retention and success. Work closely with Partner Success to address concerns and champion the needs of our banking clients internally. Qualifications: • Bachelor's degree in Business, Finance, Technology, or a related field. MBA preferred., • 10+ years of experience in enterprise sales or strategic account management, with at least 7+ years focused on selling complex software/SaaS solutions within the fintech sector or directly to large, complex organizations., • Proven, quantifiable track record of successfully managing multi-million dollar account portfolios and consistently exceeding quota., • Deep understanding of the fintech industry, banking operations, financial technology stacks, and market trends affecting financial institutions., • Exceptional communication, executive presentation, and high-stakes negotiation skills., • Proven ability to develop, articulate, and execute sophisticated, long-term strategic account plans presented to executive audiences., • Experience building and maintaining relationships with senior executives., • Proficiency with CRM software (e.g., Salesforce, Hubspot) and other sales tools., • Ability to travel as needed (e.g., 2-3 times per quarter). If you are a motivated and a strategic thinker with a passion for sales in the FinTech space, we invite you to join our team and contribute to the continued growth and success. Apply now by submitting your resume and a cover letter detailing your relevant experience and achievements in account management. FISPAN is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Why Work With Us? • Experienced Team: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base., • High Growth Environment: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that., • Rich Culture: The Companys culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies. Compensation Package FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow. With that, the hiring salary range for this position is $150,000 - $180,000 USD base annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. • Extended health and dental benefits, • Paid time off, • Savings and retirement plan matching, • Parenthood top-up, • Mentorship programs, and leadership series (to name a few) Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. Well be happy to clarify eligibility for interviewing candidates. Diversity, Equity & Inclusion As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender-decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind hiring and resume review practices to ensure we are being objective and mitigating any potential biases. remote work