Financial advisor jobs in North Bergen, New Jersey - Page 5Crear alertas

Job DescriptionProduct Marketing Manager (Stablecoin & Fintech) Location: Remote (Global) / NYC-Hybrid Preferred Type: Full-Time We are a mission-driven fintech firm on a quest to transform how money moves globally. We believe that stablecoins are the future of financial infrastructure—faster, more open, and more efficient than the siloed systems of today. Backed by world-class investors like Paradigm and Dragonfly, we are building a full-service platform that makes issuing, managing, and integrating digital dollars seamless for developers and institutions alike. As our Product Marketing Manager, you will be the critical bridge between our engineering team and our users. This is a strategic, hands-on role that owns the full customer lifecycle. You aren't just a marketer; you are a storyteller and a trusted advisor who shapes how the world discovers our products, how customers are onboarded, and how they grow with us over time. Key Responsibilities • Positioning & Messaging: Translate complex technical features into compelling narratives that connect our stablecoin solutions to tangible business outcomes for fintechs and institutions., • GTM Strategy: Design and execute end-to-end Go-to-Market campaigns for new products, managing everything from initial planning to post-launch adoption analysis., • Customer Lifecycle Management: Own the post-acquisition journey—creating programs for onboarding, activation, and long-term retention., • Strategic Advisory: Act as a technical advisor to key partners, helping them troubleshoot blockers and track success metrics to ensure they achieve their financial goals., • Experience: 3+ years in a Product Marketing role with a track record of driving measurable metrics like product adoption and activation., • Domain Expertise: Direct experience in Web3, blockchain, or fintech is required. You should be comfortable in data-heavy discussions and able to grasp complex technical products quickly., • Analytical Storytelling: You use data to find the "why" and can turn those insights into sharp, actionable recommendations., • Communication: Exceptional writing skills with the ability to influence both leadership and technical cross-functional teams., • Agility: You thrive in fast-paced, high-velocity environments and can remain steady and empathetic under the pressure of a scaling startup., • Competitive Compensation: High-tier base salary and meaningful equity/token incentives., • Modern Infrastructure: Work on foundational financial technology alongside a team with a high bar for excellence., • Unlimited PTO: We value high output and trust our team to manage their own time and recovery., • Remote-First Culture: Collaborate with a global team while maintaining the discipline of a high-performance finance firm., • World-Class Backing: Support from top-tier VCs in the crypto and technology space. Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search. Commitment to Equality and Accessibility: At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing . MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd’s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting .

Job Description We're hiring Associate Brokers to help small and mid-sized businesses discover financing solutions that support their growth. This is an entry to mid level sales role focused on connecting with business owners, identifying their funding needs, and introducing them to commercial lending options. No finance or sales experience required—we'll teach you everything you need to know. Our top performers earn $400,000-$600,000 annually, and senior advisors with teams exceed $1,000,000 per year. We're looking for drive, discipline, and the willingness to learn. If you're ready to work hard and build a high-income career, we'll show you how. WHAT YOU'LL DO Daily Responsibilities: Make 300-600 outbound call attempts per day to business owners using our automated power dialer Introduce commercial financing solutions to businesses that may need capital Ask qualifying questions to understand if we can help their business Schedule follow-up calls and coordinate with our processing team Learn from senior advisors who will help you close deals while you develop your skills Build relationships with clients who come back to you for future financing needs Your Development Path: Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals Months 4-6: Start closing deals with mentor support while building your pipeline Months 7-12: Close deals more independently and develop repeat client relationships Year 2+: Build a book of business with recurring clients and referral partners High Performers: Opportunity to mentor new reps and eventually lead your own team EARNING POTENTIAL Commission-Based Compensation First 3-6 months: $10,000-$40,000 (learning phase, building skills) Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently) Year 2: $80,000-$200,000 (established client base and referral network) Years 3+: $150,000-$400,000+ (leveraging book of business) Top Performers: $400,000-$600,000+ annually Team Leaders: $1,000,000+ annually Additional Compensation: Commission rate increases as you hit performance milestones Monthly and quarterly bonuses for exceeding goals Income from repeat clients who return for additional financing Team leadership bonuses for those who advance to management COMPLETE TRAINING & SUPPORT We Teach You Everything: Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.) Sales scripts and conversation frameworks you can follow How to handle objections and common questions Product knowledge, credit basics, and lending fundamentals Daily coaching and feedback to help you improve Mentorship Program: Assigned mentor who is a top-earning advisor ($500,000+) Senior advisors will close deals for you while you learn the process Shadow successful reps to see what works One-on-one coaching sessions weekly Group training calls and workshops Tools & Technology: Power dialer system that automatically calls leads for you (no manual dialing) CRM platform to track your calls and manage your pipeline (we'll train you) Scripts and talk tracks to guide your conversations Lead lists provided, you don't have to find your own prospects Operational Support: Back-office team handles all loan applications and paperwork Processing team coordinates with lenders and manages approvals You focus on calling and building relationships, we handle the rest WHO WE'RE LOOKING FOR You don't need experience, but you do need: ✓ Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this) ✓ Thick skin - You'll hear "no" a lot; you can't take rejection personally ✓ Coachability - You're willing to follow our proven process and accept feedback ✓ Self-discipline - You can work from home without someone watching over you ✓ Goal-oriented - You're motivated by hitting targets and earning commissions ✓ Consistency - You understand success comes from showing up and doing the work every day ✓ Positive attitude - You stay motivated even when things are challenging Great Backgrounds for This Role: Customer service representatives looking to earn more Retail or restaurant workers ready for a career change Recent graduates who want to build a high-income career Athletes who understand discipline and repetition Military veterans transitioning to civilian careers Anyone with strong work ethic who's tired of limited income potential WHAT TO EXPECT The first 3-6 months will be the hardest because you're learning and building your pipeline. Most people quit during this phase. But here's what happens if you stick with it: You'll start closing deals and earning real commissions ($2K-$15K+ per deal) You'll build confidence and your calls will get easier You'll develop a client base that comes back to you repeatedly Your income will grow and become more predictable over time You'll have the skills to earn a six-figure income for the rest of your career IS THIS RIGHT FOR YOU? This is NOT for you if: You need a guaranteed paycheck regardless of performance You're not comfortable talking to people on the phone You want a typical 9-5 job where you do the minimum and go home You give up easily when things get hard This IS for you if: You're tired of working hard at low-paying jobs with no upside You want control over your income and schedule You're coachable and willing to learn a new skill You can handle rejection and stay positive You're ready to put in 6-12 months of hard work to build something real 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. Requirements Daily Requirements: Must be in the office, no remote available. Looking for an immediate hire. Make 300-600 outbound call attempts per day using our power dialer Implement our scripts and sales process consistently Update CRM with notes from your calls Attend training sessions and coaching calls Benefits • Training & Development, • Free Food & Snacks

Job Description SVP, Director of Product and Enterprise Sales Level/Function: Senior Group Manager / Enterprise Sales About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the SVP, Director of Product and Enterprise Sales: We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This leadership role will play a critical part in BetaNXT’s strategy and business growth going forward. Responsibilities of the SVP, Director of Product and Enterprise Sales: • Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector, • Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission, • Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients, • Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries, • Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects, • Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities, • Prepare and deliver compelling sales presentations and proposals to prospective clients, • Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives, • Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management, • Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed, • Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive, • Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales, • Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus, • 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred, • Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success, • In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services, • Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key, • Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities, • Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making, • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives. #LI-Remote

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 are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform. This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional, you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes. You'll also play a key role in product feedback loops and process innovation—balancing independent execution with cross-functional leadership and team development. What You'll Do: Account Onboarding * Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live * Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations * Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals * Lead onboarding calls, data discovery sessions, and technical setup discussions with clients * Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way * Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information * Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility Data Collection and Quality * Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems * Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations Education and Relationship Management * Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation * Support ongoing adoption through strategic communication, guidance, and executive-level check-ins * Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices Communication and Relationship Building * Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels * Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience * Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures What We're Looking For * 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients * Proven track record managing large, complex client implementations with multiple stakeholders and workstreams * Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations * Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level * Detail-oriented with a bias toward action and a client-first mindset * Leadership qualities and ability to mentor junior team members Bonus Points If You: * Have experience in wealth management, RIA operations, alternative investments, or fund administration * Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting * Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.) * Have experience with capital calls, IRRs, recallable distributions, and K-1s * Have experience working with CRM systems, project management tools, and/or SQL * Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats * Have experience with enterprise software implementations or large-scale system integrations. 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: $115K - $130K

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice, you will serve as a trusted partner to our clients. You’ll harness your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions. These not only address today's challenges but also lay the groundwork for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond the scope of client delivery.What You'll Do: • Guide clients and teams along their analytics journey, which includes aligning with their strategic vision for analytics, crafting a practical roadmap of initiatives, and aiding our clients in implementing those initiatives, • Analyze and interpret trends or patterns in large and intricate data sets, • Suggest ways to streamline data preparation and blending to support analytics, • Contribute to the creation of forecasting and predictive analytics models, • Generate compelling insights through visual analytics, dashboards, and/or reporting, • Conduct interviews with clients to analyze current state/future state gaps and pinpoint root causes of challenges, • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues, • Cultivate new client relationships and deepen existing ones, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years working with large data sets to generate insights and actionable recommendations., • Proficient in data tools such as Power BI, Databricks, SQL, Tableau, Alteryx, Python, Snowflake or Azure., • Expertise in the financial services sectors: investment banking, broker-dealers, custody, fund administration, and asset management., • Strong grasp of financial services ecosystems, covering trade and client lifecycle management, and the downstream impact on Risk, Finance, and Compliance functions, • 4+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Prior experience in professional services or a similar customer-focused, project-oriented environment, • Consistent success in building and developing strong client relationships, • Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:, • Bachelor’s degree in business, Economics, Engineering, Information Systems, Mathematics, or similar discipline, • Willingness to travel based on client preferences

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

Job Description Hogarth is the Global Content Production Company. Part of WPP, Hogarth partners with one in every two of the world's top 100 brands including Coca-Cola, Ford, Rolex, Nestlé, Mondelez and Dyson. With a breadth of experience across an extensive range of sectors, Hogarth offers the unrivaled ability to deliver relevant, engaging, and measurable content across all channels and media - both established and emerging. The number of channels at our fingertips; the need for speed; and the drive for mass personalisation, all mean that brands need different solutions. Our global team of over 7,500 craft and technology experts brings together creative, production and innovation to help clients navigate this exciting and ever-changing world of today's content experience. WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. Working at WPP means being part of a global network of more than 100,000 talented people dedicated to doing extraordinary work for our clients. We operate in over 100 countries, with corporate headquarters in New York, London and Singapore. WPP is a world leader in marketing services, with deep AI, data and technology capabilities, global presence and unrivalled creative talent. Our clients include many of the biggest companies and advertisers in the world, including approximately 300 of the Fortune Global 500. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. A Hybrid working model We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. What does a Global Production Director do at Hogarth? At Hogarth, the Global Production Director is a senior, Executive Producer+ level role accountable for defining and designing the overarching global production strategy, frameworks, and scalable models for integrated marketing campaigns and "big bet" brand initiatives. This leader establishes the strategic direction, methodologies, and guidelines that enable the efficient, effective, and consistent execution of our creative vision across all tiers, markets, and channels worldwide. Crucially, this role focuses on strategic design, thought leadership, and model development, and is not responsible for day-to-day production delivery or project management. Instead, it empowers regional and local teams by providing the strategic clarity and repeatable models for them to adapt and execute with ownership. The role operates as part of a senior leadership team, partnering with Creative, Business, and Strategy leaders to proactively embed strategic production expertise at the earliest inception phase of major campaigns. It also involves working directly with Content Strategists, Creative Teams, and regional production leads to shape and optimize production approaches from a strategic standpoint, ensuring innovative ideas are viable, scalable, and strategically positioned for execution "through the line." This role represents a critical blend of creative understanding, operational excellence, and a global mindset, focused on optimizing resources and harnessing innovation to deliver exceptional brand impact without compromising creative integrity. Key Responsibilities: Global Production Strategy & Frameworks • Strategy & Model Design:Develop and implement comprehensive, end-to-end production strategies and repeatable models for multi-channel, global marketing campaigns. This includes defining methodologies, resource allocation principles, budget frameworks, and risk mitigation strategies that span Tier 1 origination to Tier 3 market localization, • Global Scalability & Governance:Design production strategies that seamlessly account for global scalability, localization needs (cultural relevance, translation, transcreation), regional nuances, and tiered campaign structures. Establish clear pathways and governance for collaboration and strategic handover to local execution teams, • "Big Bet" Leadership:Provide strategic production leadership for high-profile, complex initiatives, identifying innovative production techniques and partners to guide groundbreaking creative from a strategic perspective, • Inception Partnership & Influence:Proactively engage with Creative, Content Strategy, Channel Planning, Account teams, and crucially, regional/local production leads from the earliest stages of campaign development. Provide early production viability assessments and strategic recommendations to influence creative concepts and content strategies, identifying efficiencies and optimal pathways, in close consultation with local teams to ensure practical application, • Strategic Liaison:Act as the central strategic production point of contact, fostering robust relationships with global and divisional Creative, Content Strategy, Account/Client Service, and local production teams, providing strategic guidance and ensuring alignment across diverse stakeholders, • Technology & Methodology Identification:Identify and evaluate emerging production technologies (e.g., AI in content creation, virtual production, interactive media) and innovative methodologies to foster efficiency and expanded creative possibilities, • Implementation Partnership:Strategically partner with WPP Open and Hogarth Innovation for the successful piloting and integration of these solutions, ensuring they enhance creative output and operational efficiency across the network, • A minimum of 12-15+ years of experience in production within a creative agency, production company, or large global brand, with significant time spent in a senior leadership or strategic role, • Proven track record of developing and implementing scalable, global production strategies and operational frameworks for complex, integrated marketing campaigns, • Deep expertise in managing the production lifecycle "through the line," from Tier 1 brand concepts to Tier 3 market adaptations, with a strong understanding of localization and transcreation, • Exceptional financial acumen, with experience developing strategic budget frameworks, optimizing multi-million dollar global spends, and managing vendor ecosystems, • Demonstrated ability to partner with and influence senior-level stakeholders across Creative, Strategy, and Business leadership, acting as a trusted advisor from the initial campaign inception, • A strong creative sensibility paired with an obsession for operational excellence; you must be able to protect the creative vision while engineering the most efficient path to execution, • A global mindset with experience working across multiple regions and a nuanced understanding of cultural and market differences, • A passion for innovation, with a strong awareness of emerging production technologies (AI, virtual production, etc.) and their strategic application, • Exceptional communication and presentation skills, with the ability to distill complex strategic ideas into clear, actionable guidance for diverse, cross-functional teams #LI-SB2 #LI-Hybrid Our Hogarth Values: Hands on No egos here. Just a shared drive to roll up our sleeves and make great things happen. Every project--big or small, gets our full energy because we believe in doing things right. Every single time. It's how we deliver real results without cutting corners. Honesty We are real and authentic – with each other and in our work. Honest, direct communication builds the trust we need to collaborate, grow, and make meaningful things together. It's not always easy but it's always worth it. Heart & Soul We bring heart to everything we make. Passion, pride and relentless drive push us beyond "good enough" ––because we care deeply about our craft, and we're always chasing better. We love what we do, and it shows. Happy Family Creating a space where everyone feels valued--even when opinions differ, makes this a supportive and inclusive environment for our people. We embrace our differences, celebrate our wins together, and never lose our sense of humor. Hungry Curiosity keeps us hungry. We question, experiment, and always seek out what's next. We never settle, and we never stop learning. Inclusion and Impact WPP is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. Please contact if you need the job advert or form in another format. Data We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment. When you click the "Submit Application" button at the bottom of this page, this will send all the information you have added to Hogarth WW. Before you do this, we think it's a good idea to read through our Privacy statement. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

Job Description Join JB&B and shape the future of the built environment! Founded in 1915, Jaros, Baum, & Bolles has been a pillar of engineering innovation in New York City for over a century. Specializing in mechanical, electrical, plumbing (MEP), JB&B has contributed to some of the most iconic buildings. In October 2025, JB&B joined forces with Trinity Consultants, a global consulting firm focused on the natural and built environments. JB&B now operates within Trinity's Built Environment division, combining its deep expertise in high-performance building systems with Trinity's strengths in acoustic design, facility operations, commissioning, and technology strategy. This strategic merger expands JB&B's capabilities and offers employees: • Access to a broader portfolio of international projects and clients, • Enhanced career mobility across Trinity's global network, • Interdisciplinary collaboration with experts in sustainability, environmental science, and digital infrastructure About the Role We are seeking a strategic, collaborative, and experienced Senior MEP Electrical Commissioning to join our Commissioning Department with a focus in Data Centers in our New York office. This leadership role is ideal for someone who thrives in a dynamic environment, excels at project management, and is passionate about mentoring teams and driving firm-wide success. As a Senior MEP Electrical individual in our Commissioning Department, you’ll serve as a trusted advisor, project leader, and representative of the firm. You’ll manage a variety of projects from concept to completion and contribute to the strategic direction of the department and the firm. Key Responsibilities • Lead conceptual design and guide teams through construction documentation and project completion, • Communicate with clients regarding deadlines, deliverables, and project issues, • Coordinate internally with project teams and externally with Owners, Contractors, and Field Department Leaders (FDLs), • Manage collaboration with internal design departments and third-party engineering firms, • Oversee documentation control, including OPR narratives, observation reports, and test logs, • Manage multiple field service functions on large-scale projects (1M+ ft²), including meetings, field activities, and client inquiries, • Develop and manage project schedules and ensure timely delivery of all documentation, • Review technical documents for accuracy and clarity; ensure proper distribution, • Prepare meeting agendas and minutes, and track milestones, • Identify design issues and submit RFIs or recommendations to resolve them, • Prepare technical letters and memos addressing design challenges or code interpretations, • Complete large-scale projects from start to finish while maintaining strong client relationships, • Bachelor’s degree in engineering or related discipline from an ABET-accredited program, • Minimum of 5+ years of experience, including managing small teams, • Holds a professional certification (e.g., PE, LEED, CCP, CEM), • Advanced understanding of trade scopes, energy and building codes, and documentation phases (preconstruction through closeout), • Proficient in MEP design tools, field software (e.g., BlueRithm), and project financial tools (e.g., Deltek), • Strong troubleshooting skills and technical writing abilities, • Maintains affiliation with a major professional organization (e.g., BCxA, AEE, ASHRAE, USGBC)Why Work at JB&B?, • Legacy + Innovation: Our company blends a rich history with forward-thinking design, including smart building systems and deep carbon reduction strategies., • Collaborative Culture: With over 400 professionals, our company fosters mentorship, teamwork, and continuous learning., • Global Impact: Now part of Trinity, our company offers opportunities to work on transformative projects across commercial, healthcare, aviation, life sciences, and data center sectors., • Hybrid workplace offering the flexibility to work both from home and the office, • Comprehensive benefits package including 401k employer match and stock options, • Paid time off (PTO), volunteer program and employee resource groups Jaros, Baum & Bolles is an equal-opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Powered by JazzHR qcU0MCUq66

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

Job DescriptionIf you’re eager to make a real impact, have guaranteed professional growth alongside a supportive team, and help business owners succeed, Rise Alliance offers the perfect environment to advance your career. About Rise AllianceRise Alliance is a dynamic and fast-growing small business based in the heart of Manhattan. Our mission is to empower businesses by removing the burden of financial management, so they can focus on growth and success. Through customized financial solutions—including Strategic Business Consulting, Debt Restructuring, and connections to a robust network of Capital Partners—we've helped thousands of businesses overcome complex financial challenges with innovative, straightforward strategies. Why Join Rise Alliance?At Rise Alliance, career growth and earning potential are limitless. We foster a high-energy, results-driven culture where passionate professionals thrive. Fast-paced, collaborative, and supportive team Opportunities for professional development, learning, and advancement Rewards high-performing work that makes a direct impact on communities & business success About the Role: Business Development Specialists connect real people to real solutions. You will be handpicked by leadership and trusted with a list of warm leads and nurture the relationships from initial call to closing. You will connect with business owners nationwide, understand their unique challenges, and share our innovative financial solution service to help them overcome debt and achieve long-term success. You will be responsible for building and nurturing client relationships, meeting daily and monthly performance goals, and maximizing opportunities within your assigned portfolio. Joining the Rise team as a Business Development Specialist provides you with the opportunity to learn from industry experts about our one-of-a-kind debt resolution services. Our senior team will train you on our offerings and how they relate to our robust client-base, with the expectation of proactive warm lead outreach where you are able to clearly explain Rise debt resolution services as they fit each prospective client’s needs. Key Responsibilities:Manage full sale cycle pipeline, following up on warms leads to closing. Serve as a trusted advisor, offering empathetic, consultative guidance tailored to each client’s needs with empathy, professionalism, and transparencyDevelop and maintain strong relationships with prospective clients and warm leadsAchieve daily metrics and monthly targets to drive personal and team successCollaborate with internal teams to deliver seamless service and supportUphold the company’s ethical and client-focused standards in all interactions What You Bring:At least 1 year of full time (post-grad) sales experienceA hunger for success, positive attitude, and eagerness to learn and growExcitement to join a dynamic, in-person team full-timeDriven by both personal and team success Strong active listening skills and an empathetic, consultative approachExcellent communication and interpersonal management skillsAbility to thrive in a fast-paced, high-energy environmentSelf-starter mentality with a track record of personal and professional achievementExperience with CRM systems is a plusBachelor’s or Associate Degree preferred Compensation and Benefits: Compensation:$70,000 + Commission Benefits:Comprehensive Benefits Package:Unlimited Paid Time Off (PTO)Health, Dental, and Vision Insurance401(k) PlanGym Membership Contribution (Equinox Partner)Fruit, Snacks, Coffee providedWeekly team lunch catered on FridaysWeekly company-sponsored social events Schedule:Monday to Friday10:00 AM - 7:00 PM In-person at our Midtown Manhattan office Join Us at Rise AllianceIf you are passionate about supporting business owners, enjoy working in a dynamic environment, and are excited about opportunities for growth, we want to hear from you!Rise Alliance is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Ready to build something extraordinary with us? Apply today!

Job Family: Investment Banking. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Experience in the Financial Services industry, specifically within Banking.

Youll partner directly with the General Counsel and cross-functional leaders to shape legal frameworks around next-generation financial products, ecosystem development, and new venture initiatives. Serve as a senior advisor to the General Counsel and executive leadership on legal, policy, and operat

The successful candidate will be a trusted advisor on financial strategy and operations, overseeing all finance, accounting, budgeting, reporting, tax, payroll, treasury, and HR functions. This role is pivotal in driving the company's profitability and establishing a best-in-class finance and accoun

As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective finan

The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. Associate Vice President and Wealth Advisor. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and publ

The Investment Associate is an integral member of the Financial Advisor's team.An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities.The ideal candidate has

A leading financial services firm in New York is seeking a Director for Model Portfolios to enhance sales execution and advisor engagement. This role involves driving the adoption of turnkey model portfolios, expanding client relationships, and collaborating effectively with wholesalers.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Team: You will have the opportunity to help develop, and execute tasks that support growth, performance, and future objectives at a rapidly growing company. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in accounting. About the Job: Responsibilities: • ASC 606 Revenue Recognition Oversight: Lead the technical execution of the ASC 606 revenue recognition framework, ensuring all customer contracts are accurately analyzed and manage the end-to-end calculation of earned versus deferred revenue, maintaining rigorous documentation to support revenue conclusions during internal and external audits., • Complex Revenue Management: Manage and execute the billing process for high-value, complex contract structures. Oversee the lifecycle of deferred revenue and customer deposits, ensuring accurate recognition and reconciliation in accordance with ASC 606 standards. Exercise independent judgment to resolve complex discrepancies to ensure all data adjustments align with corporate accounting policies and GAAP standards., • Discrepancy Resolution: Act as the primary escalation point for Sales, Account Management, and Compliance teams regarding sophisticated billing inquiries. You will exercise independent judgment to resolve contract-to-billing misalignments and negotiate resolution paths., • Invoice Processing & Accuracy: Prepare, issue, and distribute a high-volume of invoices, in a complex billing cycle, to customers in accordance with contract terms and company policy. Establish audit checkpoints to ensure 100% alignment between executed contract terms, CRM data, and final invoices to minimize credit memos and disputes., • Strategic Close Coordination: Optimize and oversee the month-end close workflow for billing within the Finance department. Responsibilities include certifying account reconciliations, managing the reconciliation of customer accounts to the General Ledger (GL), and drafting management reports that summarize key billing metrics and revenue recognition outcomes., • Process Improvement: Identify opportunities for billing process enhancements, automation, and system improvements to increase efficiency and accuracy., • Reporting: Generate and present routine and ad-hoc reports on billing metrics, trends, and forecasts for management review., • Bachelor's degree in Accounting, Finance, Business Administration, or a related field (CPA or advanced certification preferred)., • 3 years of experience in general accounting, revenue accounting, or accounts receivable, preferably in a Saas or FinTech environment., • Strong proficiency in Microsoft Excel (e.g., VLOOKUPs, Pivot Tables) and other Microsoft Office Suite applications., • Proven analytical and problem-solving skills with a high degree of accuracy and attention to detail., • Experience with a major ERP system (e.g., SAP, Oracle, NetSuite, Dynamics) or specialized billing software., • Familiarity with contract management and revenue recognition standards., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary Range is $75,500 - $107,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job Description About Closed Loop Partners Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management Closed Loop Capital Management (CLCM) manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $575+ million of assets under management. Our team has made over 90+ investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Role We are seeking an experienced, full-time Fund Accounting Analyst for the dynamic Closed Loop Capital Management organization. The Analyst will have primary day-to-day responsibility for the efficient and accurate execution of all general accounting functions and supporting the fund finance team. The role will report to the Director, Fund Finance & Accounting, working closely with the firm's corporate finance, investor relations, and the investment teams. This is an in-person role in our office in midtown Manhattan. Responsibilities • Maintain books and records for over 10 funds on a quarterly basis. Assist third party administrator with management of company books kept monthly., • Liaise with the firm's third-party fund administrator, auditor, and tax advisor, • Assist with quarter end financials process, maintaining schedules in support of quarter end close, and reviewing financials and capital account statements., • Review weekly bank account reconciliations, set up wire payments, monitor bank accounts and treasury processes, • Aid the year-end audit process, work with third party audit firm, edit financial statement footnotes and performance metrics, • Participate in yearly tax return process, review returns, verify accuracy of K-1 information, • Analyze intercompany transactions to confirm accuracy between funds and management company books, • Support the IR team to respond to investor questions and requests, • Analysis of fund performance, including financial modeling and FP&A Qualifications • Minimum of 2 years of post-college experience within accounting, private equity, consulting, or related industries, • Bachelor's degree in Accounting, Finance, or related field, • Clear understating of GAAP, bookkeeping, and the quarterly financial process for private equity funds, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work independently and as part of a team to take on new tasks with high levels of difficulty, • Demonstrated interest in sustainability and the circular economy Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Relationship Banker, Bronx, NY. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. Relationship Bankers proactively engage with customers to identify

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

The Senior Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. Senior Client Partner, Financial Services. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies tha

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private

The Financial Aid Advisor (also known as the Financial Aid Officer) is responsible for managing and processing financial aid documentation for students, ensuring compliance with federal, state, and institutional regulations. This role involves evaluating financial aid applications, providing guidanc

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability m

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we dri

Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs.

LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1. Company Overview: LPL Financial Holdings Inc. As a leader in the financial advisor-mediated marketplace.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

The Senior Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies that address industry challenges such as digit

A bachelor's degree in Accounting, Finance, Economics or Business with 5+ years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business administration (MBA) with 3+ years of r

To qualify for the role, you must have: a bachelors degree in Accounting, Finance, Economics or Business with 5+ years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services organization; or a masters degree in business a

The Senior Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. Senior Client Partner, Financial Services. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies tha

As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex's largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex's solutions. Demonstrated success in cross-functional collaboration and inf

Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA. Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)

This role supports our financial services business in North America, to build industry credibility, grow sales pipeline and engage with our customers to increase revenue!/ppThe Industry Advisor will personally participate in sales cycles, and drive programs resulting in increased pipeline and revenu

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. At Brighton Jones, you'll have the freedom to be yourself and the support to be your be

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. We are currently looking to hire a VP, Fiduciary Tax Manager within The

Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. This position is subject to SAFE Act registration requirements. Failure to obtain and/or maintain SAFE Act registration may result in

We are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure FDA complies with heightened financial crimes compliance expectations for digi

The Senior Client Partner is a strategic leader responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. Senior Client Partner, Financial Services. Acting as a trusted advisor to C-suite executives, the Senior Client Partner shapes strategies tha

A leading financial institution in Brooklyn, NY is seeking a Financial Advisor to join their team. This entry-level role involves providing financial planning guidance and investment management solutions to clients while ensuring excellent customer service. Join a dynamic team dedicated to client su