Financial advisor jobs in North Bergen, New Jersey - Page 3Crear alertas

Job Description Title: Tax Director/Partner, Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization. RESPONSIBILITIES: • Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation., • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions., • Understanding how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals., • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures., • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans., • Review Form 5500 filings prepared by the firm for health and welfare benefit plans., • Perform tax reviews of selected employee benefit plans audited by the firm's audit team, ensuring compliance with IRS, DOL, and PBGC requirements., • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives., • Foster a collaborative and positive work environment, promoting professional development., • Advise, mentor, and develop a team of professionals working in the employee benefit area., • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation., • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders., • Serve as the primary point of contact for clients regarding employee benefit and related tax matters., • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions., • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance., • Contribute to the firm's internal training, thought leadership, and external marketing efforts in the benefits and compensation space. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of extensive experience in tax, with a focus on employee benefits., • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits., • Proven leadership and team management skills., • Excellent communication and interpersonal skills., • Ability to analyze complex tax issues and provide strategic solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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

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

Job DescriptionHead of Finance – allwhere Location: NY Metro (NYC Preferred) Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion. The Opportunity We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financial advisor to the CEO and executive leadership team. What You’ll DoStrategic Financial Leadership & Business Model Strategy • Partner with the COO and CEO to drive allwhere’s financial strategy and oversee cash flow management to enable profitable growth., • Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability., • Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications., • Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings., • Partner with leadership to refine allwhere’s business model and identify opportunities to improve unit economics and margin performance.Working Capital & Credit Management, • Optimize working capital management, balancing cash flow with business growth., • Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline., • Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure., • Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk., • Implement efficient accounts receivable and payable processes to improve cash flow predictability., • Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.Cost Structure & Vendor Economics, • Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics., • Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices., • Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale., • Implement financial processes to track, analyze, and optimize vendor spend and operational costs.International Expansion & Compliance, • Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities., • Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors., • Scale treasury and payment operations to support international business growth.Team Leadership & Process Optimization, • Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth., • Strengthen internal financial controls, risk management, and reporting accuracy., • Partner with operations and product to automate financial workflows and improve efficiency.Who You Are, • You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors., • Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater., • Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model., • Experience managing global financial operations (multi-entity, multi-currency)., • Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials., • Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies., • Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization., • Strong track record of cost structure management, vendor negotiations, and logistics cost optimization., • Skilled in financial modeling, FP&A, and capital allocation., • Builder mentality – able to create systems from scratch while optimizing for scale., • Experience leading finance teams as well as cross-functional teams in a fast-paced environment., • Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.Why Join Us?, • Lead finance at a rapidly scaling, category-defining company with a clear path to dominance., • Own a high-impact role with direct influence over strategy, growth, and financial execution., • Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment., • Competitive compensation, equity, and leadership growth opportunities. allwhere is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. 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Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job Description Title: Director/Partner - RCI Department: Regulatory Compliance & Investigations Supervises: Senior Managers and staff below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking a dynamic and accomplished Director or Partner here at Anchin to expand our Regulatory Compliance and Investigations (RCI) practice. This individual will play a key role in expanding our advisory services by driving strategic growth initiatives, leading high-impact client engagements, and mentoring a team of professionals. The ideal candidate brings deep technical knowledge in regulatory compliance, corporate investigations, and forensic accounting. A strong track record in business development and client relationship management is required. RESPONSIBILITIES: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice's footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 15+ years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Proven success in a business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.)., • Experience managing cross-functional teams and complex investigations across industries., • Excellent communication, presentation, and relationship-building skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for an FP&A Manager! Fi is looking for an FP&A Manager to build and strengthen the financial foundation of our fast-growing business. You’ll be a key partner across the company, helping us understand performance, forecast with precision, and invest intelligently as Fi expands into new products, markets, and revenue streams. This role sits at the core of how we plan and operate. You’ll build and refine financial models, own reporting and variance analysis, sharpen our performance insights, and bring a high level of discipline to forecasting and spend. If you're someone who loves turning complex financial data into clarity and direction — and you thrive in a fast-paced, high-accountability environment — this role is for you.What You'll Do: • Establish Fi's FP&A function from the ground up — define processes, build systems, and create the analytical infrastructure that will scale with the company., • Own Sales Operations and and commercial analytics — including revenue pacing, channel performance, pipeline conversion, CAC, LTV, cohort behavior, and unit economics., • Design and implement scalable workflows, reporting frameworks, and cross-departmental planning processes that improve clarity, speed, and operational rigor across the organization., • Leverage AI and automation tools to build efficiency, from data consolidation to predictive modeling to insight generation., • Own and evolve Fi's sales and financial models as the source of truth — maintaining actuals, testing assumptions, and enabling sophisticated scenario modeling., • Manage P&L performance for key business units and deliver clean, accurate financial reporting that drives decision-making., • Lead quarterly budgeting and forecasting cycles with department heads, translating strategic priorities into financial plans and holding teams accountable to high ROI outcomes. Collaborate cross-functionally to understand business drivers, identify improvement opportunities, and influence resource allocation., • Deliver monthly executive reporting packages, KPI dashboards, and variance analyses that tell the story behind the numbers — highlighting trends, risks, and opportunities., • Serve as a trusted advisor to senior leadership — supporting ad-hoc strategic analyses and high-impact projects as Fi continues to scale., • Partner closely with Accounting to ensure alignment on GAAP treatment and accurate monthly closes.What You'll Bring:, • 5+ years of experience in FP&A, strategic finance, investment banking, private equity, consulting, or analytical roles at high-growth companies., • Proven track record of establishing financial processes from scratch — you've built models, designed reporting frameworks, and implemented planning cycles in environments where structure was minimal., • Strong modeling and analytical ability — forecasting, budgeting, scenario analysis, and financial storytelling are second nature to youComfort with GAAP concepts, financial planning tools, BI platforms, and ERPs; SQL or NetSuite experience is a plus., • Ability to distill complex data into clear, actionable insights and recommendations., • Strong judgment — you spot issues early, question assumptions, and push for clarity., • Proven ability to work cross-functionally, challenge constructively, and build trust with operators and leaders., • Highly organized, efficient, and proactive — able to juggle multiple workstreams without dropping quality., • Excellent communication skills with the ability to translate numbers into narrative.Why You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program. The anticipated base salary range for this position is $100,000 - 145,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job Description A rare opportunity to join the City Winery team as we reimagine the future of live music and hospitality. City Winery to deliver the highest end combined culinary and cultural experience to our customers who are passionate in sharing wine, music, and culinary arts. We are a unique facility, combining a fully functioning winery with intimate concerts, food & wine classes, private events in a variety of configurations, and fine dining. We have created a compelling mix for our sophisticated clientele of foodies, and active cultural patrons—bringing the wine country experience to the middle of a large city. Position Summary City Winery is seeking a senior, hybrid creative leader to oversee creative operations, intake, and delivery across a complex, multi-pillar hospitality and live-entertainment business. This role is designed for a creative leader who thrives in complexity, someone who can take incomplete inputs, competing priorities, and fast-moving business needs and translate them into clear creative direction, strong concepts, and executable plans. Reporting to the SVP of Marketing, the Director of Creative Services & Operations leads and enables a team of designers and creative partners, ensuring work is thoughtfully prioritized, well-resourced, and executed at a consistently high level. By combining strong creative instincts with operational discipline, this role protects designer time, enforces brand standards across channels and markets, and articulates the rationale behind creative decisions to internal stakeholders. The Director of Creative Services & Operations elevates Creative from a reactive production function to a strategic partner, ensuring creative work moves efficiently from idea to execution and strengthens the quality and cohesion of City Winery’s brand expression. The Director of Creative Services & Operations ensures that all creative work across venues, restaurants, live shows, and guest touchpoints is consistently on brand, high quality, and delivered on time. This role unifies creative leadership and operational execution, establishing clear creative standards while building the systems and workflows that enable teams to deliver in a fast-paced, live environment. Why us? ● Competitive pay ● We are a rapidly expanding national entertainment and hospitality company, offering tremendous opportunities for driven and ambitious individuals. ● Medical, Dental, Vision Insurance ● nDORFins program designed to promote a healthy and active lifestyle! ● 401K (and yes we match!) ● Flexible Savings Accounts,HSA and Dependent Care, Basic Life and AD&D Insurance ● Amazing discounts, 50% OFF all dining/retail wine ● Free Family Meal ● Tickets to available shows And more! Overview of Responsibilities Creative Intake & Concept Development • Own intake for all creative requests across the organization, serving as the central point of entry for creative work., • Translate high-level, incomplete, or evolving inputs into clear creative concepts and actionable briefs., • Develop creative direction when stakeholders cannot fully articulate needs, ensuring clarity before execution begins., • Own prioritization, timelines, and resourcing across the creative team using Asana., • Establish, enforce, and continuously refine intake, briefing, feedback, and approval standards., • Proactively reduce last-minute requests, fire drills, scope creep, and missed deadlines., • Strategically manage creative capacity and workload to ensure sustainable pacing and consistent output quality., • Partner closely with the Design Manager to set creative vision, standards, and executional excellence., • Provide clear creative direction upfront while empowering designers and avoiding micromanagement., • Elevate work from good to great through strong concepting, thoughtful guidance, and early alignment., • Serve as a trusted creative partner to Marketing, Programming, Private Events, Operations, and other department heads., • Partner cross-functionally to align creative priorities with broader business initiatives and timelines., • Push back constructively on unclear, unrealistic, or misaligned requests while offering alternative solutions., • Represent Creative Services early in planning and budget conversations not just during execution., • Strategically oversee creative-related spending, including design resources, freelancers, and external partners., • Review and manage budgets across design and creative initiatives to ensure efficiency and cost-effectiveness., • Manage and develop the creative team by aligning individual strengths, skill sets, and interests with ownership and responsibilities., • Protect designer focus time so the team can do its best, most thoughtful work., • Improve morale by reducing chaos, ambiguity, and reactive workflows. Minimum Qualifications ● 5–10+ years of experience in creative services, brand, in-house, or agency environments. ● Strong creative instincts paired with operational discipline and business acumen. ● Proven experience leading creative teams, workflows, and cross-functional initiatives. ● Comfort operating in ambiguity and translating evolving inputs into clear direction. ● Excellent communicator and collaborator across all levels of the organization. ● Demonstrated ability to balance creativity, efficiency, workload management, and financial responsibility. About Us Wine, food, and live entertainment collide at City Winery to create a dynamic and incredibly unique workplace. Since 2008, City Winery has been turning heads across the nation with amazing live performances, delectable cuisine, and award winning, locally produced wines. But there's more to us than that we're a haven for community and creativity, a place where the philosophy of hospitality is more than just a buzzword, but a way of life. City Winery, founded by music industry veteran & visionary Michael Dorf, has established itself as a one-of-a-kind brand providing unforgettable experiences for guests. From world class music venues to sustainably produced wines with ratings of 90+ points, City Winery offers a range of topnotch events & experiences. We are an equal opportunity employer and value diversity at City Winery. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Additionally, City Winery participates in the E-Verify Program in certain locations, as required by law. We use eVerify to confirm U.S. Employment eligibility.

Job Description Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Manager specializing in Real Estate at Anchin, you will manage tax compliance, planning, and advisory services for a broad range of real estate clients. This role manages engagements, reviews complex tax returns, provides technical guidance, and partners closely with partners and clients on strategic tax matters. The ideal candidate has strong technical skills in real estate taxation, experience supervising staff, and a commitment to delivering exceptional client service. RESPONSIBILITIES: Primary: • Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs., • Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations., • Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules., • Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams., • Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications., • Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work., • Mentor, train, and supervise junior team members, and provide performance feedback and support career development. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 5+ years of relevant tax experience in public accounting, with a strong focus on real estate., • Deep knowledge of real estate tax concepts, partnership taxation, and related regulations., • Experience managing multiple engagements and leading teams., • Strong research, analytical, and problem-solving skills., • Excellent communication and client-service abilities. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Must be in the office, no remote available. Looking for an immediate hire. Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

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 DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job DescriptionFinance & Transactions Associate Attorney – New York Direct Counsel is working with a top-tier, client-centric law firm to identify a Finance Associate Attorney to join its Finance & Transactions practice in New York. This role is ideal for attorneys who are energized by complex deal work and ready to deepen their practice within a sophisticated, team-oriented platform that prioritizes mentorship, business development, and client exposure. About the Role In this position, you will play a central role in structuring, negotiating, and managing a range of commercial finance transactions. The team supports a diverse client base—including financial institutions, lenders, and borrowers—on deals that demand precision, foresight, and efficient execution. As part of this collaborative group, you will: * Draft and negotiate loan documents for secured and unsecured lending transactions. * Coordinate and manage all aspects of a deal, including due diligence, closings, and post-closing matters. * Juggle multiple deal timelines and deliverables across a variety of industries. * Work closely with shareholders and senior counsel, with the opportunity to attend client meetings and contribute to strategic decision-making. * Be encouraged to participate in business development and client relationship efforts. This is not just a back-office drafting role—this is a position that allows a motivated associate to build long-term relationships with clients and become a trusted advisor. Ideal Candidate Profile To succeed in this position, you should bring: * 2-4 years of commercial finance experience at a law firm, including experience managing transactions from term sheet to closing. * A demonstrated ability to draft and negotiate loan documents (including credit agreements, security agreements, and ancillary documentation). * Strong organizational and project management skills with a track record of balancing competing priorities. * A J.D. from a well-regarded institution and strong academic credentials. * Admission (or pending admission) in the jurisdiction where you’ll be working (Illinois, New York, or Texas). Why Join This opportunity is perfect for a finance attorney who is looking to expand their skill set, grow within a dynamic team, and take on increasing responsibility in a setting that rewards initiative and collaboration. The firm offers: * High-level, deal-driven work that’s both challenging and rewarding. * A hybrid work model (3 days in-office, 2 days remote), allowing for flexibility while maintaining strong team connectivity. * Substantial support for professional development, including training, mentoring, and feedback channels tailored to your career path. * A culture that balances excellence with approachability—expect to be trusted with meaningful work from day one. Compensation & Benefits * Base Salary: $230,000 – $320,000, based on experience and location. * Discretionary bonus program tied to performance. * Robust retirement planning options including pre-tax and Roth 401(k) contributions (managed through Vanguard). * Comprehensive medical, dental, and vision insurance, along with firm-paid life and disability coverage. * Competitive time-off package, including vacation, holidays, personal, and sick days. * Additional benefits such as commuter benefits, wellness programs, backup child and elder care, and more.

Job Description Title: Director, Client Accounting Services (CAS) Department: Client Accounting Services (CAS) Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are looking for a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients. RESPONSIBILITIES: • Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach., • Develop tailored proposals, pricing models, and engagement scopes to win new business., • Build and maintain a strong personal and professional brand within the market and community., • Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice., • Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service., • Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor., • Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis., • Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts., • Ensure timely, accurate, and value-added reporting and insights for all client deliverables., • Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff., • Implement efficient and scalable workflows, leveraging cloud-based technology and automation., • Maintain quality control over deliverables and ensure compliance with applicable accounting standards. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services., • Proven ability to generate new business, grow client accounts, and build long-term relationships., • Strong financial acumen and advisory experience with small to mid-sized businesses., • Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.)., • Entrepreneurial mindset with excellent communication, negotiation, and presentation skills. Attributes: • Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description This is a hybrid role (3x / week) in our NYC office. Pinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Credit Karma, Amex, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. Who are we looking for? Pinwheel is searching for a presales Solutions Engineer who loves diving into technical puzzles just as much as partnering with customers. If you thrive at the intersection of APIs and real-world business needs, get energized by crafting clean, elegant solutions, and enjoy teaming up with Sales to win big deals, you'll feel right at home here. You'll be the technical translator, the implementation guide, and the trusted advisor who helps prospects understand exactly how Pinwheel's platform can power their vision. What will you be doing? • Serve as the technical point of contact for prospects throughout the sales cycles and conduct detailed product demonstrations, • Partner with Account Executives to win strategic deals and drive revenue, • Act as a technical consultant to potential clients, addressing their technical queries and concerns, and design specific solutions that meet the needs of customers, • Maintain a deep technical understanding of the Pinwheel platform, • Help translate prospect feedback into meaningful product insights. Operate cross-functionally to drive customer requests and competitive product ideas, ensuring Pinwheel is a best-in-class platform, • Scope and execute proof of concept projects in conjunction with the customer success team, ensuring clear alignment with customers on success criteria and driving toward successful outcomes, • Act as the primary owner of RFP responses, • Partner with internal teams on security due diligence for late-stage dealsWhat skills are necessary?, • 3-5 years' experience in Solutions Engineering or Sales Engineering in a B2B SaaS business, • Experience working with customers of varying sizes, including SMB and Enterprise (experience with traditional banks, fintechs, and banking platforms a plus), • Passion for and demonstrated experience in understanding complex systems (APIs, database, etc.), and finding solutions to technical problems, • Excellent communication and interpersonal skills and the desire to work in a client-facing role, • Demonstrable track record of being scrappy, and finding creative solutions to tough, ambiguous problems Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build Something Revolutionary - Help build the consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401k for retirement planning, • Mentorship opportunities, • Free Citibike membership The expected cash salary range for this role is $125,000 - $150,000 base, with OTE of $155,000 - $187,000 Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through: • A product-neutral platform, where you get paid full benefits regardless of whether you sell a proprietary or non-proprietary product, • A local leadership team dedicated to your success, • Three retirement plans (yes… retirement plans!!), • Medical, Dental, and Vision benefits, • Turnkey marketing materials that quickly enable you to reach your market, • A robust leads program (at no additional cost to you), • Practice building programs, • Recruiting support to help you find talent to build your team, • A dedicated onboarding team to make your transition go smoothly, • Business consulting and training programs, • Matching gifts to support you in supporting your local community through Prudential Cares, • Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Compensation: $225,000 - $300,000 at plan earnings Responsibilities: • Interpret financial data to create comprehensive financial plans for clients, • Actively build and maintain strong client relationships, • Exhibit exemplary sales and negotiation capabilities, • Proficient in Microsoft Office Suite, • Adhere to all applicable compliance requirementsQualifications:, • Series 7 License, • Series 66 (63/65) License, • Insurance Licenses, • Certified Financial Planner preferred, • 3+ years of experience in financial services or insurance sales, • Ability to analyze financial data and propose financial plans, • Knowledge of relevant financial products and services, • Proven ability to build and maintain client relationships, • Ability to develop and present in-depth presentations and recommendations, • Excellent communication skills, both written and verbal, • Excellent problem-solving and critical-thinking skills, • Strong sales and negotiation skills, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Knowledge of compliance requirementsAbout Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

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

Job Description Who we are: For over 25 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As a Strategic Account Director, you will be a senior individual contributor within our Customer Success organization, responsible for managing our most complex, high-value accounts in the Tier 1 & Enterprise segment. This role is pivotal in driving long-term customer success, revenue growth, and strategic alignment between our company and global enterprise clients. Combining a deep understanding of Global Relay's products and service delivery model and customer obsession, you will own a small portfolio of top-tier accounts with multi-line of business or global scope, ensuring these relationships deliver transformational impact for both the customer and our organization. The role requires a consultative approach, both externally with the customer to understand their business drivers and needs, and internally across our product, support, and provisioning teams to identify emerging and deeper opportunities for development. This role demands a rare blend of executive-level partnership, strategic vision, and negotiation expertise to drive outcomes that align with the customer's C-suite priorities and our company's growth objectives. Your responsibilities: Account Strategy & Relationship Building • Own end-to-end success for a small portfolio of top-tier accounts, prioritizing global enterprises or multi-line of business clients with complex needs and high strategic value, • Develop and execute long-term strategic account plans aligned with the customer's C-suite objectives, business transformation goals, and Global Relay's product roadmap, • Serve as the primary escalation point for customer challenges, ensuring cross-functional collaboration with Product, Enterprise Services, Sales, and Executive Leadership, • Negotiate and close complex, multi-million-dollar ARR renewals with customized financial terms, ensuring alignment with both customer and company objectives, • Partner with Product Leadership to ensure customer feedback and strategic needs inform product innovation and roadmap prioritization, • Collaborate with Sales and Marketing to co-create customer success stories, case studies, and thought leadership that reinforce our value proposition, • Represent the customer's interests internally at the highest levels, influencing product, go-to-market, and operational strategies to align with customer needs, • 12+ years of experience in enterprise SaaS, with a proven track record in customer success, account management, or enterprise sales (preferably in a complex, global environment), • Proven expertise in managing complex, high-ARR accounts with multi-line of business or global scope, including experience negotiating and closing multi-million-dollar contracts with customized terms, • Demonstrated success in building trust and influence with C-suite stakeholders and aligning customer strategy with business outcomes., • Exceptional negotiation and communication skills: Confident in high-stakes, executive-level discussions, • Ability to lead cross-functional teams and influence outcomes without formal authority, • Experience using SalesForce or other CRM system is highly desirable. Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$160,000—$200,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This is an exciting opportunity to join a growing legal team and work closely with our product, engineering, information systems, and strategic partnership teams to support the continued development of our product. Reporting to our Chief Legal Officer, you'll serve as the go-to-legal advisor on product development and privacy compliance. RESPONSIBILITIES • Advise product and engineering teams throughout the entire product development lifecycle, ensuring product features and designs comply with the company's IP policies and applicable laws, including privacy, intellectual property, AL/ML use, and consumer protection and other relevant regulations, • Proactively identify legal risks and propose mitigation strategies, • Partner with security and privacy teams to ensure compliance with GDPR, CCPA, HIPAA, and other global data protection laws, • Draft and update product-related terms of service, privacy policies and end-user agreements, • Monitor and analyze new and evolving regulations affecting Saas and financial services to ensure continued compliance and best practices, in collaboration with the regulatory counselREQUIREMENTS, • Experienced legal strategist with at least 7 years of legal experience, including a combination of experiences in-house at a SaaS or technology company and law firm., • Strong foundation in product counseling, intellectual property, and global privacy laws, • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration) is required., • Product-savvy legal partner. You've served as a trusted advisor to product, engineering, and information security teams, offering practical legal guidance throughout the product development lifecycle., • The role will involve significant collaboration with regulatory counsel and integration of regulatory compliance into our products, • Plus:, • Previous experience managing IP portfolios, • Previous experience leading privacy programs that comply with GDPR, CCPA/CPRA, and other global data protection laws, • Hold certifications such as CIPP/US, CIPP/E, or similar credentials that demonstrate your expertise in data privacy, • Familiarity with cybersecurity best practices and incident response obligationsWHAT WE OFFER, • Compensation: $230,000 to $250,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports, they need to thrive. We take a comprehensive approach by offering more than 180 integrated programs in: Education & Youth Development, Family Support, Job Training & Employment Support Services, Health, Housing, and Legal Services. We reach almost 80,000 individuals and families, including almost 13,000 youth. CAMBA serves a diverse cross section of New Yorkers from new mothers in Brownsville to job seekers in the Rockaways. More than half of our clients are immigrants and refugees from around the globe. Over 85% of our families are living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. CAMBA CollegeBound (CCB) is a dual-generation approach that provides guidance to middle and high school students and their parents on their journey “to and through” college. In group and one-to-one sessions, CCB offers tailored support through each step of the college selection process, including assistance with financial aid and scholarships, all aspects of the college application, college visits and tours, and more. Position: College Success Advisor Reports To: CollegeBound Coordinator Location: Brooklyn, NY What The College Success Advisor Does: • Provide post-secondary pathways counseling and support to middle and high school students in CAMBA’s Beacon and Cornerstone programs, as well as in CAMBA’s shelters and housing developments., • Organize and facilitate college readiness workshops, webinars, and other events., • Provide resources and counseling to parents on all areas of financial aid and how to support their children on their post-secondary journey., • Experience counseling students on post-secondary education options, knowledge of U.S. education system, especially New York City and State, familiarity with financial aid and college application process., • Must demonstrate knowledge of all college types—including CUNY, SUNY, HBCUs, private schools, and trade schools. Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR 55wV8Apw9h

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve. For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact. If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

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

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

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the New York City/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the NY/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job DescriptionAbout Amigo Amigo builds AI agents for healthcare. For managed service customers, we are responsible for maintaining and uplifting agent performance, ensuring clinical safety and continuous improvement of patient outcomes. Our agents operate autonomously within bounded clinical domains. Clear inclusions, exclusions, and handoff protocols. The scope of autonomous operation expands over time as we validate performance across patient populations. The platform handles both clinical workflows and patient engagement at scale: post-discharge monitoring, intake, medication adherence, care gap closure, and more. Context-aware agents with memory across sessions and clinical action capabilities. Series A from leading investors. Clinical validation and evidence generation in partnership with leading academic medical institutions. About this role As an Agent Deployment Strategist at Amigo, you'll work directly with healthcare organization customers to design and scale AI agent solutions that solve their highest-impact problems. You'll own the customer relationship from contract signature through expansion—responsible for ensuring customers successfully deploy, realize value, and scale their AI agent programs. You'll serve as the strategic partner and voice of the customer throughout their journey: from identifying opportunities and building business cases to measuring outcomes and expanding deployments. This role requires deep customer empathy combined with strategic thinking, business acumen, and the ability to translate complex organizational challenges into concrete AI solutions that deliver measurable ROI. This is not a traditional customer success role. You'll operate as a deployment strategist—embedding within customer organizations, mapping their systems and decision-making structures, and driving expansion across clinical, operational, and financial dimensions. What you'll do * Receive customers post-signature and collaborate with sales during handoff to understand initial use case commitments, success criteria, and customer expectations * Manage the full customer lifecycle from onboarding through expansion, ensuring customers achieve sustained value from Amigo * Partner with healthcare organizations to understand their workflows, pain points, organizational structures, and strategic priorities * Identify and prioritize high-impact expansion opportunities for AI agent deployment based on ROI potential, operational feasibility, and customer needs * Develop comprehensive deployment strategies including success metrics, implementation roadmaps, and stakeholder engagement plans * Build expansion business cases and ROI models for new use cases, quantifying realized value from existing deployments and identifying additional opportunities across clinical, operational, and financial dimensions * Work closely with Agent Engineers and Solutions Architects to translate customer requirements into agent specifications, ensuring solutions align with real-world constraints * Design and facilitate QBRs (Quarterly Business Reviews) that demonstrate value delivery, showcase outcomes, and identify expansion opportunities * Embed within customer organizations to map systems, processes, and decision-making structures—becoming a trusted advisor who understands their environment deeply * Monitor deployment performance against defined KPIs and work with customers to iterate and optimize agent configurations * Own customer health metrics, time-to-value, and expansion revenue for your portfolio * Serve as the voice of the customer internally, translating feedback into product insights and shaping platform roadmap priorities * Develop playbooks and frameworks that systematize deployment approaches across different healthcare use cases * Navigate complex healthcare stakeholder environments including clinical leadership, IT, operations, finance, and compliance teams What we're looking for * 4+ years of experience in customer-facing strategy, deployment, or implementation roles, ideally in healthcare technology, enterprise SaaS, or consulting * Demonstrated ability to build trusted relationships with senior stakeholders in complex organizations * Strong business acumen with experience building ROI models, analyzing unit economics, and quantifying operational impact * Strategic thinking skills—ability to see the big picture while managing detailed execution * Deep empathy and emotional intelligence to understand unstated customer needs and navigate organizational dynamics * Strong organizational and project management capabilities with ability to drive multiple concurrent deployments * Customer success and expansion mindset—you're energized by turning initial deployments into long-term strategic partnerships * Comfort with technology and product concepts—you don't write code, but you understand how AI systems work and can bridge technical and business discussions * Excellent communication skills for both executive presentations and operational workshops * Experience facilitating meetings, running QBRs, and driving cross-functional alignment * Analytical mindset with comfort in spreadsheets and data-driven decision making * Resourcefulness and problem-solving orientation—you figure out what needs to happen and make it happen Nice to have * Direct experience in healthcare delivery environments (clinical operations, hospital administration, health system strategy) * Background in management consulting, particularly with healthcare clients * Experience with AI/ML product implementations or digital transformation initiatives * Understanding of healthcare compliance requirements (HIPAA, quality reporting, accreditation standards) * Familiarity with clinical workflows and healthcare terminology * Experience with change management and organizational adoption strategies Benefits Health & Wellness * Comprehensive health, dental, and vision insurance * Mental health support and wellness coaching * Flexible wellness stipend for fitness, therapy, or personal growth * Daily catered lunch and dinner Growth & Development * Annual learning budget for courses, books, or conferences * Conference attendance budget for professional development * Development setup of your choice * Academic collaboration opportunities Compensation Range: $150K - $250K

Job Description BGB Group EVP, Market Access & Payer Marketing Our Agency BGB Group is a healthcare communications agency that offers a wide range of services, including traditional pharmaceutical advertising, promotional medical education, payer marketing, and consulting services. Known for excellence and professionalism, we're hired as strategic and creative partners by our biopharmaceutical clients to drive category/brand awareness and growth. Position Overview BGB is seeking a visionary and commercially driven EVP, Market Access & Payer Marketing Practice Lead to oversee and grow our Market Access business within the Communications division. This executive will be responsible for achieving revenue and profitability targets, driving strategic innovation, and expanding BGB's integrated communications offerings across Market Access, Medical Communications, and Advertising. This role is ideal for a dynamic leader with deep expertise in payer strategy, managed markets, and pharmaceutical commercialization, who thrives in a collaborative, cross-functional environment. Key ResponsibilitiesStrategic Leadership & Growth • Lead the Market Access & Payer Marketing practice, setting the strategic direction and ensuring alignment with BGB's broader Communications goals., • Own revenue and profitability targets for the Market Access business, including forecasting, budgeting, and performance tracking., • Identify and pursue new business and cross-selling opportunities within Medical Communications and Advertising practices to drive integrated growth across key accounts.Client Engagement & Delivery, • Serve as senior strategic advisor to clients, developing and executing market access strategies that align with brand objectives and payer needs., • Oversee the development of value propositions, payer messaging, and access tools including AMCP dossiers, PIE communications, and budget impact models., • Ensure excellence in client service, maintaining strong relationships across all levels of client organizations.Practice Development & Team Leadership, • Mentor and grow a high-performing team of account managers, strategists, creatives, and analysts across Market Access disciplines including value communications, HEOR, and patient access., • Foster collaboration across BGB's integrated service lines, ensuring seamless delivery of strategic, medical, and creative solutions., • Champion BGB's commitment to science-first communications, data-driven insights, and purpose-built programming.Innovation & Thought Leadership, • Stay ahead of evolving payer landscapes, regulatory shifts, and launch readiness best practices., • Represent BGB externally through thought leadership, including speaking opportunities, publications, and client engagement., • Drive innovation in access strategy, including digital enablement, predictive modeling, and AI-led scenario planning.Qualifications, • 15+ years of progressive experience in pharmaceutical/biopharmaceutical market access, payer marketing, brand strategy, or account leadership., • Proven track record of leading large-scale engagements and delivering measurable business impact., • Deep understanding of the U.S. market access landscape, including regulatory and compliance frameworks (AMA, PhRMA, FDA)., • Strong financial acumen and experience managing P&L for a business unit., • Exceptional leadership, communication, and collaboration skills. Salary Range: $225,000 - $300,000 The salary range provided is for the NYC-hybrid position, which requires occasional in-office presence, and represents what a potential hire may expect to earn in this role at BGB. For candidates in other locations, salary will be adjusted to reflect local market rates. Actual salary decisions will be influenced by several factors that we use to determine overall fit, including experience (both direct and indirect), education, training, demonstrated qualifications, and organizational need. Salary is only one component of the total rewards package offered at BGB Group. BGB Group is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, age, national origin, citizenship status, sexual orientation, disability, veteran status or any category or class of person protected by law.

Job Description Tax Supervisor- PCG RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description About the Company We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible. Pawlicy Advisor is a fast-growing venture-backed startup focused on helping pet owners find the right financial solutions for their pets, starting with pet insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Pawlicy’s pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. Pawlicy markets to pet parents through a number of channels,but the partners we value the most are veterinarians. Veterinarians want their clients to have pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but they don’t know what providers to recommend, and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation. Pawlicy has provided more than one million unique quotes to users and is in the midst of significant growth opportunities as product market fit has been established and the company is focused on exciting new offerings and product experiences to increase conversion. About the Role Pawlicy is looking for a Senior Product Designer to join our early-stage team and help Pawlicy bring transparency to pet health. As a Senior Product Designer, you’ll be joining a tight-knit product & engineering team composed of a Head of Product, Director of Engineering, five rockstar Software Engineers, and data analyst. You will own product design execution and strategy as well as become an expert in all of our users from pet parents through veterinary staff. This job is perfect for an experienced product designer who thrives in a startup environment and is able to operate as a designer independently and partner with product and engineering. The expectation is that you will own our design system, user and competitive research, and deliver key product initiatives. You will have the ability to make a profound impact on the product roadmap with your insights and ideas. Location: New York City (full time position, in-office required four days per week) Responsibilities • Own the end to end product design process and implementation for new product features, • Partner with engineering to review ensure all product updates meet design requirements, • Lead user and competitive research to inform product strategy, • Improve and maintain our current design system and brand alongside our senior marketing designer, • Work ahead of engineering sprints by 1-2 sprints and keep pace with our fast development team, • Collaborate closely with key stakeholders within our marketing, veterinary and other departments to support company goals, • 5-10 years of Experience as a Product Designer, • Startup experience or demonstrated ability in large ownership and working autonomously, • Experience running user and competitive research independently, • You’re opinionated and willing to share your perspective on how to best solve problems for our users, • Demonstrated examples of working collaboratively with different types of teams and job functions, • Based in the New York City area, with willingness to work in person with the CEO and team at least four days a week in Midtown Manhattan, • Competitive salary (range from $160,000 - $185,000 depending on seniority), • Startup equity grants, • Flexible vacation, • Top-tier Health, Dental, Vision insurance, • 401k employer contributions, • The chance to help grow a massive business that will help the veterinary industry thrive Founded in 2018, Pawlicy Advisor is headquartered near NYC. You can learn more about us at FAQ Where is the Pawlicy Advisor team located? Pawlicy is headquartered in NYC and looking to increase our presence in the NYC area. The expectation is for this role to have in person time with the team (4 days per week). How large are you as a business? At the time this job post was written, we’re 20. In 2026 we expect to be closer to 25-30. Happy to talk more about it in person but below are few stats to get you excited: • 1000’s of veterinarians are using our product every day to help educate their clients about treatment financing options, • We account for a meaningful percentage of the total pet insurance sold in the US We're a licensed insurance agency so we get paid a commission by the pet insurance company when we help pet parents buy a plan for their pet. These commissions are already priced into the cost of pet health insurance so they’re not paying extra to work with us.

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 DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionCompany Description At Curinos, we help financial institutions turn data and expert advice into decisive action. Our clients—banks, credit unions, and fintechs—rely on us to drive measurable growth through actionable decision intelligence. Curinos operates under a hybrid modality. This individual may work from the New York, Boston, or Chicago offices. Job Description We’re seeking a Client Management Executive who combines the commercial instincts of an enterprise SaaS seller with the credibility of a trusted banking advisor. You’ll lead growth, retention, and strategic engagement across a portfolio of major financial institutions, acting as the bridge between analytics, strategy, and execution. Why This Role Matters This is a high-impact, consultative leadership role. You’ll sit across from CFOs, CMOs, and Heads of Retail/Deposits to help them translate data and analytics into business outcomes—optimizing funding costs, growing balances, and improving customer lifetime value. Top performers in this role will typically earn $500K–$1M+ annually (base + variable, uncapped), reflecting the significance and complexity of the client portfolio. What You’ll Do • Own and grow a portfolio of Tier 1 and mid-tier banking clients, accountable for retention, renewal, and revenue growth, • Serve as a strategic partner to executive stakeholders, aligning client priorities with Curinos’ data, AI, and advisory solutions, • Drive expansion through insight-led storytelling and disciplined account planning—helping clients unlock new growth opportunities across deposits, lending, and customer acquisition, • Lead commercial negotiations and pricing strategy, balancing mutual value and long-term partnership, • Partner cross-functionally with Sales, Advisory, and Product to deliver integrated, “One Curinos” solutions, • Maintain pipeline and forecast rigor using Salesforce (or equivalent CRM), • Represent the client’s voice internally, influencing roadmap and delivery excellence, • 8–15+ years of experience in financial-services, SaaS, or analytics sales / client leadership, • Proven record managing $2-$4M+ annual bookings and closing $1M+ enterprise deals, • Comfort engaging C-suite executives at top-50 banks or high-growth fintechs, • Deep understanding of banking economics (deposits, NIM, pricing, customer acquisition), • Consultative, insight-driven communicator who turns analytics into action, • Commercially sharp, with deal-structuring and P&L fluency, • Collaborative, high-EQ operator who thrives in a PE-backed, performance culture, • Curious, resilient, and energized by solving complex client challenges, • Base Salary: $175K – $220K depending on experience, • Variable Compensation: Targeted at 100% of base, uncapped with top performers reaching $500K–$1M+ in total cash compensation Curinos is the leading AI-driven decision intelligence platform for financial institutions. Our mission is to help banks and credit unions make faster, smarter, more profitable decisions—rooted in decades of proprietary data, deep analytics, and world-class expertise Join us to shape the future of how financial institutions compete and grow. Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionSalary: Regional Sales Director New York Region About Us Velocity is the nations leading and largest builder of classic American vehicles, redefining what it means to own a classic. Our vehicles arent just restoredtheyre entirely reborn. We blend the timeless soul and aesthetics of vintage cars with the performance, technology, and reliability of modern automobiles. By shifting away from traditional one-off restorations with their many uncertainties, we have set a new standarddelivering meticulously crafted, high-performance classics with enhanced reliability and drivability. Velocitys Culture and Core Values Success at Velocity requires a whatever it takes mentality. We embody grit, demonstrating perseverance, resilience, and unwavering determination in the face of challenges. We are adaptable, embracing change, adjusting to new circumstances, and continuously seeking ways to improve processes and outcomesbecause growth does not come from comfort. We take ownership, assuming full responsibility for tasks, decisions, and outcomes, whether successes or setbacks, without shifting blame. Thats not my job is not in our vocabulary; when one part of our team falls short, we all do. Finally, our ambition fuels our drive to excel, improve, and uphold the highest standards for both personal and professional growth. This mindset defines who we are and ensures our continued success. Overview The Regional Sales Director is responsible for driving revenue growth, developing strategic dealer partnerships, and expanding market share for Velocitys premium portfolio of restored vehicles within a designated region. This leadership role is accountable for regional profit and loss, cultivating strong client relationships, supporting dealer channels, and delivering a best-in-class sales experience. The ideal candidate will possess deep automotive industry knowledge, an entrepreneurial mindset, and a proven ability to lead regional sales initiatives. The Regional Sales Director serves as a brand ambassador and strategic advisor, playing a critical role in reinforcing Velocitys position as the leader in classic vehicle restoration. Reports To Vice President of Sales Job Level Individual Contributor Duties and Responsibilities • Actively sell and promote Velocitys complete portfolio of premium vehicles within their region having ultimate accountability of revenue, expenses, and profit within their region., • Develop a robust dealer network within their region with focus on current customer locations and potential customer growth areas., • Support dealers through sales team training, commercial strategy, marketing efforts, sales closing, customer vehicle specifications, and all other duties required to ensure success of the dealer channel within their region., • Engage with high-potential clients by providing in-depth vehicles demonstrations, highlighting key features, and articulating the unique value propositions of our product lineup., • Protect gross margin on vehicle sales by utilizing company-provided tools, such as margin calculators and trade in estimation websites., • Establish and nurture long-term relationships with clients, enthusiasts, and other industry partners to broaden Velocitys market presence., • Cultivate expert-level understanding of Velocitys entire vehicle range. Keep pace with industry advancements and innovations to effectively educate potential clients and strategic partners, ensuring Velocitys products maintain a competitive edge., • Compile daily, weekly, and monthly activity/deal reports to present to the team., • Drive your own lead generation and manage own sales pipeline to project potential revenue with relative accuracy., • Work headquarter leads and direct retail sales., • Act as a mentor, guide, and mature voice within the sales department, including assisting in the development of junior sales staff., • Identify and attend industry events, trade shows, and networking functions to promote the companys services and expand market reach (with a clear ROI committed to and tracked for each event with an expense associated). Required Skills and Abilities • Strong knowledge of automotive dealership operations and sales channel development, • Exceptional interpersonal and communication skills with the ability to engage high-net-worth clients, • Must have sold products averaging $100,000 +, • Ability to deliver compelling product demonstrations and articulate complex value propositions, • Strategic thinker with solid business acumen and profit/loss management experience, • Skilled in sales pipeline management, forecasting, and CRM reporting, • Proficiency in leveraging digital tools for margin protection and trade-in evaluations, • Ability to mentor and support junior sales team members, fostering a high-performance culture, • Comfortable leading dealer training and supporting marketing and commercial strategies, • Highly organized with the ability to manage multiple projects and regional responsibilities, • Willingness to travel for dealer visits, trade shows, and networking events 50% + of the time., • Passport required- ability to travel to Europe and Middle East Education Background and Experience • High School diploma or equivalent, • Valid drivers license with good driving record, • Proven track record in automotive sales or luxury product sales with regional accountability Physical Demands (To include but not limited to) • Prolonged periods of sitting at a desk or workstation., • Occasional standing or walking within the office or shop, such as attending meetings, retrieving documents, or interacting with customers or employees., • Occasionally lifting and carrying items, typically weighing up to 10-20 pounds., • Frequent use of fingers and hands for typing, writing, and operating a computer., • Using telephones, printers, copiers, and other office tools., • Frequent need to focus on printed or digital material., • Reviewing financial documents, schedules, or customer data with accuracy., • Regular communication with customers, vendors, and team members, either in person, on the phone, or via video conferencing., • Engaging with customers in person or over the phone, sometimes requiring extended periods of active listening and problem-solving., • Prolonged exposure to hot or cold temperatures., • Mild noise from office machines or nearby shop areas if the office is adjacent to the workshop. PPE may be required while walking through the shop., • Moving around the office or between departments, sometimes requiring the ability to climb stairs., • Safely operate a motor vehicle. Benefits Include • Compensation: Pay is based on experience and qualifications, • Health & Wellness: Health/Dental/Vision/Life/Disability/Aflac available after 60 days, • Retirement: 401(k) with company match after 6 months at next enrollment period, • Paid Time Off: Paid time off and paid holidays, • Additional Perks: Company sponsored events, tool program, merchandise discounts, friendly team environment Job duties, salary, and benefits are subject to change throughout duration of employment with Velocity. Velocity is an Equal Opportunity Employer. Velocity does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Job DescriptionAbout LearnLux LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We're a remote-first company, backed by prominent investors such as Ashton Kutcher's fund Sound Ventures and Salesforce CEO Marc Benioff. The Role As LearnLux's Vice President of Finance, you will be responsible for leading the company's financial strategy, operations, and reporting as we continue to scale. Reporting to the COO and working closely with the CEO, you will serve as a key strategic advisor across the organization and to the Board. You will lead FP&A, accounting, tax, and financial operations, while also contributing to broader business planning, capital strategy, and cross-functional execution. This is a hands-on and high-impact leadership role that blends tactical excellence with strategic thinking. You will have the opportunity to grow and lead a finance team, build scalable systems, and shape the financial infrastructure for a rapidly growing B2B2C fintech company. This role is 100% remote within the US with preference to candidates in the Boston, MA or New York, NY areas. Key Responsibilities • Act as a strategic advisor to the CEO, COO, and Board, providing insights on growth strategy, financing options, capital efficiency, and business performance, • Lead and evolve FP&A, including company-wide forecasting, budgeting, planning, and scenario modeling, • Own and scale accounting operations, financial systems, audit readiness, and compliance with GAAP and regulatory requirements, • Partner cross-functionally with Commercial, Client Success, People, Product, and Legal teams to align financial planning with company objectives, • Support go-to-market (GTM) initiatives by collaborating on pricing, renewals, and revenue expansion strategies, • Deliver timely, accurate, and insightful financial reports for executives, board members, and investors, • Manage external partners (e.g., accounting firms, tax advisors, and audit firms) and build the internal finance function, • Implement and maintain internal controls, reporting frameworks, and scalable processes for a growing global business, • Contribute to fundraising activities and investor relations as neededQualifications & Experience, • 10+ years of progressive finance experience, including leadership roles in high-growth SaaS or fintech environments, • Experience in the benefits and wellness industry is heavily preferred, • Experience building and scaling financial operations in Series A+ stage startups, • Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or equivalent credentials a plus, • Deep expertise in financial modeling, planning, and analysis for strategic decision-making, • Strong command of GAAP, accounting processes, audits, and compliance, • Demonstrated experience supporting capital raises, board reporting, and investor communications, • Exposure to exit strategy planning as part of long-term strategic planning, • Familiarity with global financial operations, including contractor payments and multi-currency transactions, • Hands-on experience with financial tools such as QuickBooks, Brex, Carta, Ramp, and HubSpot, • Exceptional communication and presentation skills; able to convey financial concepts to non-finance audiences, • Proven ability to lead with both strategic vision and operational excellenceBenefits, • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Equity (Full-time employees), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Data Analyst, Private Markets LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $140,000 - $160,000 + Bonus and Equity (based on NYC, will be adjusted for geo) The Role: You are the industry veteran who will define the logic for the next frontier of Private Markets AI. Canoe has already built the proprietary technology that serves as the industry standard for automated data extraction. We have the foundation, the clients, and the engine. Now, we are expanding our capabilities to handle the "fun stuff"—the extreme nuance, the edge cases, and the deep complexity of the private markets ecosystem. We are looking for a business leader with deep technical instincts to take our AI from "foundational" to "expert." In this role, you will leverage your years of experience to construct the data extraction strategies for the industry’s most challenging documents. You will bridge the gap between Limited Partner (LP) reporting needs and machine learning, ensuring our models evolve to handle the full weight of private market complexity. What You’ll Do: Strategic Expansion & Model Development: * Construct the "Next-Gen" Playbook: Design the comprehensive data extraction rules for complex LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices). You will move beyond standard mappings to define how our system handles high-complexity scenarios at scale. * Drive AI Evolution: We aren't starting from scratch—we are leveling up. You will analyze model performance on intricate data sets and provide the "human intelligence" needed to retrain our system for higher accuracy and deeper granularity. * Curate High-Fidelity Training Data: Personally analyze and annotate complex, proprietary documents to define the "Ground Truth." Your deep markup of these documents will serve as the gold standard that our engineering teams and models aim to replicate. Expert Intervention & Logic Definition: * Complex Data Intervention: Serve as the final escalation point for data integrity. When the automated logic encounters a new or difficult fund structure, you will step in to resolve the breakage, ensuring the data balances and the output is client-ready. * Codify Financial Logic: Translate abstract accounting concepts (e.g., recallable capital nuances, equalization adjustments, multi-tier waterfalls) into systematic rules that our product team can implement. * Research & Discovery: Proactively identify new reporting trends and asset class variations. You will research how these new instruments should be captured and define the schema before they ever hit our automated production lines.What We’re Looking For: Client & Market Leadership: * Client-Facing Authority: Act as a trusted advisor to our clients. You will demonstrate our deep understanding of their data challenges and articulate how our technology navigates the complexities of their specific portfolios. * Cross-Functional Partnership: Work hand-in-glove with Product and Engineering. You bring the "Business Logic," they bring the code. Together, you will build the future of private markets data.4–7 years experience in private markets financial analysis, fund operations, or fund administration roles. What we're looking for: * Experience: 7+ years of rigorous experience in private markets, specifically within an LP, Fund of Funds, Family Office, or Fund Administrator. * Deep Domain Fluency: You have spent your career analyzing Fund and Investor-level data. You understand the "why" behind every number on a Capital Call and the relationship between financial statements and investor reporting. * A Builder’s Mindset: You are looking for a role where your industry knowledge helps build a product. You are excited by the prospect of taking a manual, messy industry problem and solving it with systemic logic. * Technical Instincts: You are a business person who understands data structures. You may not write software, but you understand how to organize data, identify patterns, and define strict logic rules. * Uncompromising Standards: You know what "audit-ready" looks like. You are willing to dive into the weeds of the data to ensure our AI is learning the right lessons, refusing to compromise on precision. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny. Senior Enterprise Account Executive @ Klaviyo!Why Klaviyo, Why Now? At Klaviyo, we're rewriting how brands build, grow, and scale relationships with their customers. Our platform turns messy customer data into meaningful experiences: smarter segmentation, deeper personalization, and faster growth across email, SMS, and beyond. We are the only B2C CRM on the market. We're riding a strong wave of growth – we hit $937.5 million+ in revenue 2024, up 34% year-over-year, and we're already at a ~$1.08 billion-run-rate in 2025. Our momentum isn't just about top-line numbers: in Q2 we grew to $293 million in revenue (+32% year over year) while expanding our customer base and international reach. As the go-to CRM for consumer-brands, we're scaling globally, moving up-market, and deepening value for our customers – and we're looking for team members who are excited to grow with us! We already power some of the world's most iconic brands, but we're just scratching the surface in the enterprise space. That's where you come in. This is your chance to join a company scaling quickly, work with some of the most recognizable companies in the world, and own the kinds of deals that define markets. If you're a proven closer who thrives on multi-threading across complex organizations, driving seven-figure deals, and consistently landing at the top of the leaderboard, this role is for you. The Role As an Senior Enterprise Account Executive, you'll own a territory of household enterprise name brands and run large deals that will define and continue Klaviyo's enterprise footprint. This isn't transactional SaaS selling, it's strategic, consultative, and highly complex. You'll work with CMO, CTO, CIO, and CEO-level stakeholders to transform how leading companies engage with their customers. Think fewer accounts, bigger logos, higher stakes, and outsized wins. Day-To-Day: • Run the full sales cycle, from true prospecting through close, with full ownership of your pipeline., • Develop and execute comprehensive account strategies for 15–25 high-potential enterprise accounts., • Build ROI-based business cases, lead discovery/demos, and tailor multi-product solutions to customer needs., • Close six- and seven-figure opportunities with Fortune 5000 companies., • Proactively create quarterly account and territory plans, mapping opportunities to quota with cross-functional support. Apply MEDDPICC discipline and maintain forward-looking forecasts at least 2+ quarters out., • Multi-thread across multiple departments, building consensus and trusted advisor relationships at every level., • Partner with Solutions Engineers, Customer Success, Marketing, Product and Partners to deliver seamless outcomes., • Maintain Salesforce hygiene, ensuring all opportunity, pipeline, and forecasting data is accurate and up to date., • Stay on top of martech trends, contribute insights, and represent Klaviyo at industry events., • Lead structured negotiations, aligning commercial terms with customer business outcomes and predefined give/take frameworks. Experience Requirements: 6+ years of enterprise selling experience into the Fortune 5000 and success exceeding quotas in AI and SaaS solutions • MarTech and B2C domain experience is critical and required for this position, • Ability to build strong executive relationships and lead multi-threaded deals to closure, • Executive presence, outstanding communication skills, and the confidence to inspire decision makers, • Net new business and outbound capabilities are imperative for this position, • Strong analytical skills, including the ability to interpret financial statements, commerce KPIs, and 10-K filings to build ROI-driven business cases., • Use AI to work smarter, speeding discovery, sharpening ideas, and boosting efficiency, • Build smarter, AI-driven systems and workflows from the ground up, • Continuously test, learn, and share AI insights to keep teams ahead of the curve, • Champion responsible AI use to accelerate work and elevate quality, • Use AI to streamline processes and reinvest saved time into high-impact work, • Familiarity with enterprise methodologies (e.g., MEDDIC/MEDPICC), • Growth mindset and commitment to continuous learning—regularly seeking feedback, analyzing sales interactions, and adopting new best practices.Why You'll Love It:, • Opportunity to sell to some of the world's most recognized enterprise brands, • Join a high-growth company at a pivotal stage in expanding its enterprise footprint, • A culture that combines customer-first focus, accountability, and collaboration, • The chance to shape Klaviyo's presence in the enterprise market and make a direct impact on how the world's top brands grow #LI-Dee #LI-Hybrid We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$128,000—$192,000 USD Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Job Title: Human Resources Director Classification: Full Time, Salary, Exempt Department: Human Resources Location: Kearny, NJ Direct Supervisor: President Job Summary: The Human Resources Director is responsible for leading all HR functions for Kuehne’s New Jersey headquarters and multi-site operations, overseeing a team of HR professionals. This role combines strategic leadership with hands-on execution, ensuring that HR programs support the organization’s mission, operational goals, and compliance obligations within a safety-sensitive, manufacturing environment. The Director serves as a trusted partner to senior leadership while maintaining close visibility into day-to-day HR operations, including recruitment, employee relations, compensation, benefits, performance management, compliance, and career development. Supervisory Responsibilities: • Leads, mentors, and develops the Human Resources team to ensure efficient execution of departmental functions., • Recruits, interviews, hires, and trains new staff., • Oversees the daily workflow of the Human Resources department., • Provides constructive and timely performance evaluations. Leadership & Strategy: • Collaborate with executive leadership to align HR programs with organizational objectives, workforce planning needs, and company values., • Lead and maintain Kuehne Company’s Three Pillars of Wellness programs:, • Physical Wellness: promoting health, safety, preventive care, and fitness initiatives., • Mental & Emotional Wellness: supporting access to counseling resources, stress management tools, open communication, and a supportive work culture., • Financial Wellness: managing benefits education, retirement readiness tools, and long-term stability planning., • Oversee full-cycle recruitment, onboarding, and workforce planning for all locations., • Develop and maintain competitive compensation, benefits, and incentive programs., • Maintain strict adherence to federal, state, and local employment laws, including OSHA, DOT, EEOC, FMLA, ADA, and TSA/TWIC-related requirements., • Develop, implement, and update HR policies, procedures, and employee handbooks., • Serve as a resource and advisor to managers and employees for conflict resolution, performance matters, and interpretation of policies., • Promote a respectful, equitable, and accountable workplace culture., • Manage HR systems, records, reporting, and departmental budgeting., • Manage and promote use of annual performance review software (Lattice) to promote a culture of continuous improvement and ensure employee engagement., • Recommend process improvements to enhance efficiency, data integrity, and employee experience., • Strong leadership and interpersonal skills, • Excellent verbal and written communication skills., • Excellent organizational, analytical, and problem-solving abilities., • Thorough understanding of HR policies, employment law, and best practices., • Ability to handle confidential information with discretion., • Proficiency in Microsoft Office Suite and HRIS platforms., • Must have reliable transportation., • Must be able to pass a 10-panel controlled substance test and participate in ongoing random testing., • Bachelor’s degree in Human Resources, Business Administration, or related field required., • Minimum of 8–10 years of progressive HR experience, with at least 5 years in leadership roles., • PHR, SPHR, or SHRM-CP, SHRM-SCP certified., • Experience in manufacturing, industrial, logistics, or similarly regulated environments strongly preferred., • Experience working in unionized environments, including familiarity with union rules, labor relations, and participation in negotiations., • This position requires occasional travel to various company sites., • Prolonged periods of working at a computer. Kuehne is an Equal Opportunity Employer (M/F/Disabled/Veteran)

Job Description Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities. Key Responsibilities: * Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures. * Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing. * Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups. * Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies. * Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections. * Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements. * Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities. * Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management. * Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters. * Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues. * Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives. * Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts. * Collaborate with audit, accounting, and legal teams to support client growth across practice areas. * Lead and expand the firm’s international tax and financial services tax practices. * Develop innovative tax strategies and service offerings in response to legislative and regulatory changes. * Mentor and train senior tax professionals, fostering technical excellence and professional development. * Contribute to firm thought leadership through internal training, client presentations, and technical publications. Requirements: · CPA required; JD and/or LL.M. in Taxation a plus. * Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms. * Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation. * Proven ability to manage and grow a significant book of business and support firm-wide revenue growth. * Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients. * Recognized technical authority with experience leading international tax or financial services practices. * Entrepreneurial mindset with a track record of developing innovative tax solutions. * Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions. Job Type: Full-time Schedule: Monday to Friday, Hybrid work environment This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $300K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-LC1

Job DescriptionDescription: About Us At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward. As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully-configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible. But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work. So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit. About this Role The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed. In this role, you’ll deliver a full range of financial solutions—including Working Capital, Term Loans, Lines of Credit, ERTC Loans, and government-backed products like SBA 7(a) Loans. This position requires a strong mix of customer service, consultative sales, and relationship management skills. You’ll identify and develop new opportunities, guide clients through available funding options, and serve as a trusted advisor throughout the financing process. By collaborating with colleagues across underwriting, credit, and legal, you’ll ensure a seamless client experience while contributing directly to the growth and profitability of the business. The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed. In this role, you’ll deliver a full range of financial solutions—including Working Capital, Term Loans, Lines of Credit, ERTC Loans, and government-backed products like SBA 7(a) Loans. This position requires a strong mix of customer service, consultative sales, and relationship management skills. You’ll identify and develop new opportunities, guide clients through available funding options, and serve as a trusted advisor throughout the financing process. By collaborating with colleagues across underwriting, credit, and legal, you’ll ensure a seamless client experience while contributing directly to the growth and profitability of the business. Responsibilities • Prospect and Generate Leads: Utilize various channels, such as cold calling, networking, referrals, and digital marketing, to identify and engage potential partners who can benefit from our lending services., • Consultative Selling: Understand the unique financial needs of prospective clients and provide tailored MCA lending solutions that align with their business goals and requirements. including but not limited to: Working capital, Term-loan, Line of Credit, ERTC Loan along with government lending such as SBA 7a Loan., • Relationship Building: Establish and nurture long-term relationships with partners, acting as their primary point of contact throughout the entire sales process and beyond., • Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial situations, cash flow, and repayment capabilities to determine the feasibility of different lending and funding options., • Product Knowledge: Stay up-to-date with the latest trends and developments in business lending and related financial products to effectively communicate the value proposition and benefits to clients., • Offer Development: Prepare and present comprehensive proposals that outline the terms, conditions, rates, and repayment schedules of lending solutions., • Negotiation and Closing: Engage in price negotiations, address objections, and work towards closing deals that are mutually beneficial for the client and the company., • Cross-Functional Collaboration: Collaborate with internal teams, including underwriting, credit, and legal departments, to ensure a smooth and efficient loan origination process., • Pipeline Management: Maintain accurate and up-to-date records of all client interactions, prospects, and sales activities using the CRM system., • Achieve Sales Targets: Meet or exceed monthly and quarterly sales targets by actively pursuing new business opportunities and maximizing revenue potential from existing clients.Requirements:, • Education: Bachelor's degree in finance, business administration, or a related field is preferred., • Languages Preferred: Proficiency in Mandarin and/or Spanish is highly preferred, as this role requires frequent communication with a diverse client base., • Experience: Proven track record of success in sales or business development, preferably in the financial services industry., • Experience with Revenue Based Funding or alternative financing products is highly desirable., • Established Book of Business: History of working with established ISO partners in space., • Strong understanding of financial concepts, including cash flow analysis, credit evaluation, and repayment structures. Familiarity with small business financing options and the MCA lending market is a plus., • Communication Skills: Excellent verbal and written communication skills to effectively articulate complex financial concepts and build rapport with clients., • Sales Skills: Demonstrated ability to identify client needs, overcome objections, and close sales deals. Strong negotiation and persuasive skills are essential., • Relationship Management: A customer-centric approach with the ability to build and maintain long-term client relationships. Prior experience in managing a client portfolio is advantageous., • Results-Driven: Proven ability to meet or exceed sales targets and work independently in a fast-paced, target-oriented environment., • Technology Proficiency: Comfortable in working within CRM systems, sales tools, and Microsoft Office Suite for sales documentation and reporting., • Team Player: Collaborative mindset with the ability to work effectively within a cross-functional team environment., • Ethical Conduct: Maintain high ethical standards and adhere to regulatory guidelines and compliance requirements. Benefits & Perks • Generous medical, dental, and vision insurance., • 401K match, stock options, commuter benefits, and employee incentive plan. $60,000 plus sales commission

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

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career As a Channel Systems Engineer covering some of the leading US Service Providers, your role will involve providing leadership, technical expertise, and guidance to partners on their journey towards becoming or further solidifying their position as key Palo Alto Networks partners. You will work as a technical leader with channel partners, providing technical expertise to support the technical sales and implementation of company products and solutions. This role involves collaborating with partners, training them on technical aspects, providing pre-sales technical assistance, and ensuring successful integration and post-sales success. The Channel Systems Engineer will act as a trusted advisor, driving growth by fostering strong relationships with channel partners and ensuring they have the knowledge and tools needed to succeed. We are working to create partner experts for life. Your Impact * Serve as the primary technical leader for the designated channel partners * Collaborate with focus partners in the territory to develop comprehensive business plans that align to strategic objectives * Provide technical pre-sales support to partners, including product presentations, demonstrations and solution architecture design. * Collaborate with your sales peers to identify opportunities for new partnerships and expand existing ones * Plan and drive detailed technical training sessions for partners, ensuring they are proficient in the company’s products, solutions, and integration processes * Support channel partners with technical issues during and after product implementation, acting as a liaison between them and the company's technical support teams * Applies Business and Technical Acumen to design and deliver customized solutions based on partner and customer needs, ensuring alignment with company standards and best practices * Stay updated on product roadmaps, new technologies, and industry trends to better assist partners in growing their business * Assist in the development and deployment of channel enablement materials, such as technical guides, manuals, and webinars * Collaborate with the product management and development teams to provide feedback on product improvements based on partner and customer feedback * Drives results by maintaining detailed records of partner interactions, sales pipeline, and technical support provided, reporting progress to management regularly Qualifications Your Experience * 6+ years of experience in Partner Solution Consulting, pre-sales engineering, or a similar technical role within the technology industry * Skilled in at least one of the following Networking, Network Security, Cybersecurity, Private/Public Cloud Security, SOC/Endpoint or SASE.. * Prior experience working with channel is required. Strong understanding of channel sales models and experience working with resellers, distributors, and other channel partners * Previous experience selling, implementing, or managing SaaS offerings is strongly preferred * Experience in complex sales involving long sales processes with multiple buying centers and multi-product solutions is preferred. * Prior experience architecting cybersecurity solutions that solve technical challenges and influence business initiatives is preferred. * Experience influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role * Excellent communication skills, both verbal and written, with the ability to present complex technical information to non-technical audiences * Hands-on experience with product installations, configurations, and troubleshooting * Ability to work independently and as part of a cross-functional team, managing multiple projects in a fast-paced environment * Strong problem-solving skills and a proactive attitude towards resolving issues. * Willingness to travel to support partners and attend events as necessary * Proven track record of influencing key stakeholders and gaining buy-in for technical solutions Additional Information The Team Our SE team members work hand-in-hand with large organizations around the world to keep their digital environments protected. We educate, inspire,and empower our potential clients in their journey to security. You are empowered with unmatched systems and tools and a team built on joint success. You won’t find someone at Palo Alto Networks that isn’t committed to your success – with everyone pitching in to assist when it comes to solutions selling, learning, and development. Our Systems Engineering community is driven by the mission to be our customers’ cybersecurity partner of choice, protecting their digital way of life. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $198,000 - $272,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job Description The Company: impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: The Solutions Consultant will partner with the sales organization to drive revenue for impact.com. The Solutions Consultant role requires a team member to have both technical knowledge and business acumen giving them the skills to uncover our customers current and future states as well as business goals in order to effectively position impact.com technology. The Solutions Consultant needs to have confidence and credibility of both product and industry knowledge as well as the ability to build rapport and be seen as a trusted advisor by clients, prospects and sales partners. What You'll Do: • Core member of the account team working with customers and prospects during sales cycles to inspire use cases and build confidence in our products and integrations, • Conduct discovery sessions with clients to document customer current and future states as well as technical requirements, positive business outcomes and the metrics they use to measure them, • Design solution plan and technical integration documentation to address customer requirements that can be transitioned to onboarding and CS teams to ensure continuity throughout the customer lifecycle, • Lead technical sales activities including: development of technical assets for pipeline generation campaigns, creating and delivering presentations, platform demonstrations, scoping technical solutions and technical validation form, facilitating working sessions with prospects using our product and advising on proof of concept activations, • Draft technical RFP responses and project manage technical and security questionnaire responses in a timely manner, • Collaborate with product teams to aggregate and share customer and industry requests for product roadmap, articulate product vision to customers/prospective clients and maintain expertise of latest product innovation and enhancements, • Bachelor's degree or equivalent experience required, • 5+ years working in a customer facing role at a digital marketing or technology company., • Familiarity of affiliate and/or digital marketing industry preferred, • Proven performance in a pre-sales support role selling a SaaS solution through demonstrations, drafting RFP responses, and onboarding sales executives, • Continuous learner looking to be challenged with new product capabilities and customer use cases, • Experience within the marketing technology (MarTech) ecosystem required, • Natural curiosity leading to a deep understanding of the client challenges, • Knowledge of JavaScript, APIs, file transfer systems, • Creative thinker with strong problem-solving skills, • Excellent verbal and written communication with ability to command engagement at an executive level, • In-depth understanding of SaaS platforms and digital marketing solutions, • Ability to communicate complex technical information to a non-technical audience and make complex solutions simple Affiliate & Partnerships Industry Fundamentals Certification by PXA Salary Range: $130,000-$145,000 base + 25% variable commission for an OTE potential of $162,500-$181,250 per year, plus eligibility to receive Restricted Stock Unit (RSU) grant. *This is the pay range the Company believes is equitable 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. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI-Remote

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview: The Strategic Account Executive is a senior, quota-carrying sales leader responsible for winning new logos within Elite's most strategic, complex, and high-value target accounts. This role operates at the very top of Elite's go-to-market motion, leading multi-year, multi-stakeholder enterprise sales cycles with the largest and most sophisticated law firms globally. This position is our most senior level Account Executive role in deal size, account complexity, executive engagement, and strategic influence. The Strategic Account Executive is expected to shape deal strategy, influence buying committees at the firm-wide level, and position Elite as a long-term transformation partner rather than a point solution vendor. Work Arrangement: Remote Responsibilities • Own and execute new-logo acquisition for a defined set of Elite's most strategic target accounts, with a focus on large, global, and multi-office law firms., • Lead highly complex, consultative enterprise sales cycles involving managing partners, CFOs, CIOs, COOs, and executive committees., • Develop deep account strategies, including stakeholder mapping, political alignment, risk mitigation, and multi-threaded engagement plans., • Drive large, transformational opportunities from early discovery through close, often spanning 12–24+ month sales cycles., • Build and articulate compelling, data-driven business cases that quantify operational, financial, and strategic ROI at the firm level., • Partner closely with Sales Engineering, Product, Marketing, Executive Leadership, and Professional Services to design and deliver differentiated, high-impact proposals., • Serve as a trusted advisor to prospective clients, guiding them through complex change decisions tied to finance, operations, and technology modernization., • Maintain expert-level knowledge of Elite's full platform, competitive landscape, and macro trends impacting large law firms., • Forecast and manage pipeline with precision, ensuring disciplined deal inspection and executive-level visibility via Salesforce., • Represent Elite at senior-level industry forums, executive briefings, and strategic client events., • Provide informal mentorship and deal leadership to Senior Account Executives as needed, elevating overall enterprise selling capability., • Bachelor's Degree in Business, Finance, Technology, Law, or a related field, or equivalent experience., • 9–12 years of experience in enterprise B2B software sales, with a strong preference for SaaS platforms serving complex professional services environments., • Proven success closing large, multi-million-dollar, first-of-kind enterprise deals with long sales cycles and multiple executive stakeholders., • Demonstrated experience selling to C-suite and partnership-led organizations., • Prior experience selling into law firms, accounting firms, or similarly complex professional services organizations strongly preferred., • Exceptional executive presence, communication, and negotiation skills., • Strong financial and strategic acumen, including advanced ROI modeling and value articulation., • Mastery of Salesforce and enterprise sales methodologies., • Strategic hunter mindset with the discipline to operate in highly structured, high-stakes environments., • Highly collaborative, influential, and comfortable operating with ambiguity at the executive level., • Ability to travel up >50% as business needs require., • Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing., • Competitive Compensation Package ($140,000 - $175,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description Finance Director OceanX About OceanX: OceanX is a nonprofit working to unlock the ocean's sustainable potential. Through a dual focus on science and education, we're building a new paradigm where humanity and the ocean mutually thrive. Our approach is fueled by exploration, leveraging advanced research, multimedia educational programs, cross-sector partnerships, and advanced technology to help transform how people understand and value the ocean. Our work strives to fortify biodiversity and increase the sustainable use of ocean resources to help ensure the ocean remains a foundation for human wellbeing and potential. OceanX is a nonprofit operating program of Dalio Philanthropies. For more information, visit and follow OceanX on Facebook, Instagram, X (formerly Twitter), TikTok, LinkedIn, and YouTube. Position Summary: OceanX is seeking a Finance Director to lead all financial workstreams across the organization, serving as the strategic, operational, and analytical leader of the finance function. Reporting to the COO & CFO, the Finance Director will oversee enterprise budgeting, financial planning and analysis, financial controls, procurement, and fiscal operations while ensuring rigorous financial visibility across the organization. The Finance Director will partner closely with senior leadership and cross-functional teams - including the Dalio Family Office (DFO) Accounting, Finance, Legal, Grants, and Operations functions - to enable disciplined resource allocation, effective decision support, and compliance with internal and external standards. The Finance Director complements strategic leadership with hands-on engagement in essential financial processes and deliverables. OceanX is an entrepreneurial environment which values team players who can manage priorities and workstreams simultaneously. To thrive and succeed within our unique culture and work environment, you must demonstrate humility, innate curiosity, and openness to new ideas/approaches. You also must be hard working, composed and goal oriented. All employees are expected to be honest, excited about providing and receiving objective feedback, constantly striving for self-improvement, and committed to the pursuit of excellence. Position Location: New York City Duties and Responsibilities: • Lead the full enterprise budgeting cycle including annual, multi-year, program level while ensuring alignment with mission priorities., • Develop multi-year financial plans, advanced forecasting frameworks, and scenario analyses to guide strategic decision making., • Oversee monthly and quarterly financial reporting including consolidated financials, program level P&Ls, and nonprofit financial disclosures (e.g., 990, audited financials)., • Create and maintain financial dashboards, analytics, and decision support tools using advanced modeling techniques and AI enhanced analysis., • Partner with Dalio Family Office Accounting to optimize inter entity structures, chargebacks, and compliance with philanthropic and nonprofit accounting standards., • Direct procurement, contract review, vendor evaluation, and implementation of financial controls that meet nonprofit stewardship expectations., • Maintain organizational compliance across finance, legal, grants management, and operational requirements including audit support and documentation standards., • Lead systems improvements including financial system upgrades, automation initiatives, workflow optimization, and adoption of AI enabled tools for forecasting, reporting, and procurement., • Manage and coach a small finance team, fostering a culture of accuracy, learning, innovation, and strong partnership with program, operations, and leadership teams., • Serve as a strategic advisor to senior leadership by translating financial insights into actionable guidance for mission delivery, program investments, and long-range sustainability., • Oversee cost optimization and resource allocation analyses including evaluation of program efficiency, operational performance, and funding utilization., • Support philanthropic reporting, donor compliance, and grant budgeting to ensure transparency and alignment with nonprofit best practices., • Ability to work flexible hours, including early mornings or late evenings, to support cross-time zone collaboration., • Adaptable to varying workloads, balancing periods of focused execution with lighter operational phases., • Professional Experience:, • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; MBA, CPA, or equivalent advanced credential preferred, • 12+ years of progressive experience in financial planning and analysis, corporate finance, nonprofit finance, consulting, or a related field, • Proven leadership overseeing budgeting, financial modeling, forecasting, and executive-level reporting within complex organizations, • High proficiency in Excel, financial modeling, BI tools, and familiarity with ERP or accounting systems (ideally in nonprofit or multi-entity environments), • Demonstrated experience applying AI tools and emerging technologies to financial workflows such as forecasting, analytics, automation, and scenario modeling, • Experience improving systems and processes, including implementing new financial tools, dashboards, and data automation, • Exceptional communication skills, including the ability to translate complex financial information for leadership, program teams, and philanthropic stakeholders, • Strong strategic thinking and problem-solving ability, with a track record of building operational discipline in dynamic environments, • Ability to thrive in a mission-driven setting with high standards of accuracy, stewardship, and adaptability, • Leadership experience managing teams, developing talent, and cultivating cross-functional partnerships, • Command of nonprofit financial management including restricted and unrestricted funds, grant accounting, donor reporting, and audit readiness, preferred, • Personal Attributes:, • Determined, resourceful and practical. An independent, self-starter, with a "roll up your sleeves" attitude and strong work ethic, • Agility, with a track record of getting things done, • Organized, reliable, and meticulous, • Ability to prioritize, meet tight deadlines, anticipate needs, and maintain high quality work, • Strong interpersonal and communication skills (written and verbal), • Comfortable with ambiguity, • Maintains high standards, • Highly collaborative, • Access to a World Class Exploration Vessel, • 100% company paid medical premiums, • 17 company paid holidays, • Friday summer hours, • Monthly community happy hours, • Hybrid work environment, • 2 One-Month Periods of Remote First Work, • Free catered food services for in-office Thursdays, • Generous PTO offering, • Casual dress code, • 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit), • Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more! Compensation: Compensation for the role includes a competitive salary in the range from $205,000 - 240,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k. Please note that we do not provide immigration sponsorship for this position. OceanX is an Equal Opportunity Employer. All correspondence will remain confidential.