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Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

LPL Financial is seeking a strategic and execution-focused Product Manager to lead initiatives within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rd party Banking, general embedded finance and advisor facing experiences. Define and own the produc

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

Entering profile information or pre-filling 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 Adviso

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards 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 Description Accounts Payable Accountant Position Overview The Accountant will play an integral role within the finance team, supporting all aspects of bookkeeping and accounting activities. This position requires a dependable and detail-oriented professional who can manage multiple priorities, meet tight deadlines, and collaborate effectively across functions. The ideal candidate will bring strong technical skills, excellent communication abilities, and the initiative to contribute both independently and as part of a team. Key Responsibilities • Accounting & Bookkeeping, • Record daily cash entries and monthly non-cash entries in QuickBooks., • Perform monthly bank, broker, and credit card reconciliations., • Compile quarterly financial statements, including reconciliations and consolidated reporting., • Maintain the asset ledger and supporting schedules, including capital improvements, fine art, and valuables., • Track and manage accounts receivable, including collection of interest and rent payments., • Assist with ADP payroll processing for a small number of employees, including preparation and distribution of monthly reports., • Track contractor payments and support the tax team with data gathering for 1099 preparation. Compliance Monitoring • Partner with subject matter experts to support the development of compliance procedures and checklists., • Assist in monitoring debt compliance for various management company debt instruments., • Coordinate with the Investment Advisor (IA) to complete and track quarterly compliance certificates and annual business license renewals. Treasury Operations • Perform daily cash downloads and transaction reviews., • Prepare weekly cash and credit card reports., • Set up wire templates for routine payments., • Assist with loan documentation and tracking. Other Responsibilities • Respond to recurring and ad-hoc internal reporting requests., • Collaborate with colleagues to improve processes and support special projects as needed. Candidate Qualifications • Bachelor's degree in Accounting required., • Relevant accounting experience, preferably in a multi-entity or investment management environment., • Proficiency with QuickBooks; experience with Workday or other GL software a plus., • Strong knowledge of Excel and solid overall computer skills., • Exceptional attention to detail, accuracy, and organizational skills., • Ability to manage sensitive information with discretion., • Excellent written and verbal communication skills.

Job DescriptionBenefits: • 401(k) matching, • Health insurance, • Paid time off, • Training & development, • Competitive salary, • Dental insurance Location: Fully Remote Northeast U.S. Region Employment Type: Full-Time Department: Client Services About Us Benefit Quest is an Independent Insurance Agency providing Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401(k), and Financial Services to business decision-makers and individuals. We pride ourselves on delivering exceptional client service, innovative solutions, and strategic guidance that helps clients achieve their goals. Position Overview We are seeking a highly organized, service-driven, and versatile Account Manager to join our team. This is a combined role spanning employee benefits, individual and travel insurance, and financial services support. The successful candidate will manage a diverse client base, serving as a trusted advisor to businesses and individuals. This position requires a strong foundation in employee benefits, comfort with individual insurance products, and the ability to identify financial planning needs. It is ideal for someone who thrives in a dynamic environment, enjoys variety, and wants to deliver holistic solutions across multiple service areas. Key Responsibilities Client Service & Relationship Management • Serve as the primary contact for assigned clients across benefits, individual insurance, and financial services., • Provide responsive service, addressing inquiries related to eligibility, claims, billing, COBRA, enrollments, terminations, and policy servicing., • Identify opportunities to improve programs, strengthen employee satisfaction, and cross-sell additional solutions., • Maintain accurate records of client interactions in agency management and CRM systems.Employee Benefits, • Manage assigned small group accounts including medical, dental, vision, life, and ancillary products., • Collaborate with carriers to resolve claims, billing, and enrollment issues., • Collect and review census data, tax documentation, and other materials for underwriting and audits., • Prepare and deliver presentations on plan design, compliance, cost containment, and wellness.Individual & Travel Insurance, • Provide quotes, recommendations, and support for individual health and international travel insurance., • Assist with applications, enrollment, renewals, and policy maintenance.Financial Services Support, • Schedule and conduct client and prospect meetings to review goals and recommend solutions., • Prepare proposals, complete applications, and track progress through underwriting., • Maintain ongoing communication with clients, including periodic check-ins and annual reviews., • Process updates to client information, policy details, beneficiaries, and account records., • Build relationships with carrier reps to stay informed on financial product offerings and share updates with clients.Qualifications, • Current Life & Health Insurance License (required or must obtain within 90 days)., • 3+ years of experience in employee benefits, account management, or financial services., • Knowledge of group benefits, individual health and travel insurance, and financial products., • Familiarity with Northeast regional carriers (Anthem, Horizon, Oxford, Guardian, UnitedHealthcare)., • Excellent communication, problem-solving, and relationship-building skills., • Ability to analyze data, identify trends, and provide recommendations., • Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment., • Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms.Benefits, • Competitive salary commensurate with experience., • Comprehensive health, dental, vision, disability, and life insurance., • 401(k) retirement plan with company match., • Paid time off and company holidays., • Ongoing professional development, training, and career advancement.We are an equal opportunity employer committed to creating a diverse, inclusive workplace where all employees thrive. This is a remote position.

Job DescriptionJoin Pigment: The AI Platform Redefining Business Planning Pigment is the AI-powered business planning and performance management platform built for agility and scale. We connect people, data, and processes in one intuitive, feature-rich solution, empowering every team—from Finance to HR—to build, adapt, and align strategic plans in real time. Founded in 2019, Pigment is one of the fastest-growing SaaS companies globally. Industry leaders like Unilever, Snowflake, Siemens, and DPD use Pigment daily to make more informed decisions and confidently navigate any scenario. With a team of 500+ across Paris, London, New York, San Francisco, and Toronto, we've raised nearly $400M from top-tier investors and were named a Visionary in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software. At Pigment, we take smart risks, celebrate bold ideas, and challenge the status quo—all while working as one team. If you're driven by innovation and ready to make an impact at scale, we’d love to hear from you. As part of the Success Advisory team, you’ll work closely with our strategic clients to help them optimize their Pigment experience. A product champion with both strong technical abilities and client-facing acumen, you’ll deliver exceptional service to demonstrate the full value of the Pigment platform.Additional Responsibilities: • Align with our Customer Success teams to build strategies that consider clients’ roadmap and challenges, • Be the trusted advisor to our most strategic clients regarding technical topics, ranging from performance best practices to Pigment multidimensionality concepts, • Run audits on our clients’ workspaces, • Enrich and maintain our Success Plan offering to uphold industry standards of excellence, • Collaborate with Product & R&D to identify areas of opportunity for product enhancementsMinimum Qualifications:, • 6 years of experience as a Solution Architect or a similar technical, client-facing role, • Comfort and confidence in client-facing interactions, whether with client administrators or C-Suite executives-Strong EPM modeling experiencePreferred Qualifications:, • Ability to quickly identify a technical challenge and communicate solutions to clients, • Proven ability to lead multiple projects with internal & external stakeholders, • Experience with finance processes or other use cases (such as supply chain, SPM, Workforce), • Experience in data analysis, data flows & connections (SQL, API)What We Offer:, • Competitive compensation package: $140,000 - $160,000 (NYC & SF), • Stock options to ensure you have a stake in Pigment's growth, • Comprehensive benefits, including medical, dental, & vision insurance coverage for you & your loved ones, • We encourage you to take the time you need. When you work hard, we know you also need to rest, which is why we offer generous time off and parental leave policies, • Trust and flexible working hours, • Along with one company offsite every year, we have brand new offices at the heart of major cities including New York, Toronto, Paris, London and soon San Francisco, • High-end equipment (based on stock/availability) to do your work in the best conditions, • Employer-sponsored 401(k), enabling you to prepare for retirementHow We Work:, • Thrive Together: We can only win as a team. We are all founders and do the right thing for our peers, Pigment customers, partners, and the planet, • Never Settle: We aim to become the best at what we do by delivering with rigor and ambition every day. Delivering means building a passionate Pigment community, • Go for it: We are biased towards action. Every action leads to learning and these learnings get us one step closer to our mission, • Be real, be humble: We are generous with our feedback, open to change our views and we approach it with empathy knowing everyone is trying to do the best for Pigment

Job DescriptionDescription: B2B Sales Pro? DGA Security Wants You! About DGA Security: • For over 50 years, DGA Security has been the name trusted in security solutions for businesses across the country. We're a full-service provider offering cutting-edge technology and customized solutions, including intrusion alarms, video surveillance, access control, and fire alarm systems., • Our clients range from iconic fashion brands and high-end retailers to art galleries, restaurants, and financial institutions. We protect what matters most. Ground Floor Opportunity: Shape the Future of Security Sales at DGA At DGA, you'll find a dynamic and supportive team environment where hard work is recognized and rewarded. We value open communication, collaboration, and a strong work ethic. We're growing fast, and we're looking for talented individuals to take on this new opportunity! Compensation: Earn What You're Worth • Competitive Base Salary + uncapped commissions What You Will Be Doing: Build Your Own Success Story • Be a Trailblazer: As one of the first members of our new product sales team, you'll have the chance to shape the sales strategy, define the ideal customer profile, and build your own book of business from the ground up., • Drive Innovation: One of our Core Values is to “Embrace Innovation”. We encourage creativity and experimentation! Explore new verticals, develop innovative sales approaches, and help us define the future of this exciting new product., • Develop New Business: Prospect and connect with potential clients through phone, email, social media, and partner referrals., • Become a Trusted Advisor: Conduct needs analyses, understand client pain points, and present customized security solutions that meets their unique requirements., • Manage Your Sales Pipeline: Track your progress in Salesforce, nurture leads, and close deals., • Collaborate and Win: Work closely with your team to develop proposals, negotiate pricing, and ensure client satisfaction.Requirements: Do You Have What It Takes? • 2+ years of B2B full-cycle sales experience in a major market, • Excellent communication, negotiation, and relationship-building skills, • Proven track record of exceeding sales goals, • Self-motivated and proactive with a strong work ethic, • BA/BS degree preferred Location: This is a remote position available to candidates in North Carolina, South Carolina, Georgia or Texas. Regional travel is required within your state or surrounding area. What's In It for You: More Than Just a Paycheck • Make a Real Impact: Enjoy high visibility and the opportunity to contribute to the success of a leading security firm., • Work-Life Balance: We offer generous benefits, including comprehensive insurance coverage, a 401(k) with employer match, and company-paid life insurance., • Perks You'll Love: Enjoy company-provided lunches, access to top industry prospecting tools, continued learning/training, and a collaborative sales team! Ready to take your sales career to the next level? Apply now! DGA Security is focused on fostering a healthy work/life balance. Most importantly you will have the chance to surround yourself with teammates that are nationally recognized within the Security Industry. DGA employees work together to help ensure the highest level of service for our defined clientele. DGA is an Equal Opportunity Employer. Here, we believe that embracing innovation is not just a core value, but a responsibility. We are committed to building an inclusive and diverse workplace where everyone, regardless of race, gender, age, disability, sexual orientation, religion, or any other characteristic, feels valued and supported. We provide equal opportunities to all applicants and employees and strive to foster a culture where differences are celebrated, and everyone's voice is heard. Your unique perspectives and experiences are what drive us forward.

The B2C Marketing Manager will partner with the Head of Marketing to build marketing strategies to grow our audience, drive engagement and nurture the VettaFi financial advisor and investor community. TMX VettaFi is currently recruiting for a B2C Marketing Manager. Developing marketing strategies, c

Rockefeller Capital Management Summer Analyst. Rockefeller Capital Management's Advisor Performance & Compensation team is seeking a Summer Analyst this summer. Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm.

Job DescriptionCompany Description At Fun.xyz, we believe a tokenized future is a beneficial inevitability, granting financial emancipation to everyone with an internet connection. For a blockchain-first global economy to exist, value exchange must become intuitive, secure, and seamless. Enter Checkout — the highest converting payment solution in web3. By integrating Checkout, dApps enable users to complete any on-chain action using crypto from a wallet, centralized exchange, or on-ramped fiat from a card or bank account. With access to market-leading routing and their asset portfolio at the point of sale, users are faster, stickier, and more engaged. For dApps, Checkout scales their user acquisition potential without launching new chains or integrating multiple third-party providers. We built Checkout because we envision a world where anyone, anywhere, can purchase anything with any asset. If that sounds like a vision you can get behind, we want to hear from you. About the Role We’re seeking experienced Business Development professionals to accelerate Fun.xyz’s go-to-market efforts in key verticals, starting with DeFi and consumer crypto. You will own a portfolio of DeFi protocols and consumer crypto apps, cultivate executive-level partnerships, and consult clients on how to optimize their conversion rates. You’ll work directly with our Head of BD, acting as a force multiplier for Fun.xyz’s growth. This role is ideal for an experienced salesperson currently working on ecosystem growth, BD, or partnerships at a DeFi protocol, blockchain foundation, exchange, or infrastructure company — ready to bring their network and expertise to a high-velocity startup.What You’ll Do • Consultative Sales: Excellent salespeople genuinely want to help clients solve their problems. You will communicate with the top applications in crypto, learn about their product challenges, and help solve them., • Own Strategic Relationships: Leverage existing connections with top crypto apps to open new opportunities with target accounts., • Full-Cycle BD: Run high-touch enterprise deals from sourcing to close — including discovery, demo, negotiation, and integration., • Travel the World: Represent the company at conferences and ecosystem events to build relationships and open new opportunities.Required Skills & Qualifications, • 5+ years of sales, BD, or partnerships experience — with a proven record of closing enterprise deals., • 3+ years of direct experience in crypto, ideally at a DeFi protocol, infrastructure company, exchange, or blockchain foundation., • Active, high-value relationships with leadership teams at top protocols (not just contacts, but trusted connections you can activate)., • Deep understanding of DeFi and the blockchain ecosystem., • Exceptional communication and negotiation skills — able to engage executives, founders, and product leaders with equal credibility., • Entrepreneurial drive and ability to operate independently in a fast-paced, high-growth startup.Nice to Have (But Not Required), • Experience selling payments infrastructure., • Familiarity with crypto UX challenges.What Sets You Apart, • You’ve been in crypto for years and have made friends while traveling the conference circuit., • You care about optimizing every detail of the sales process., • You don’t code, but you understand technology and love product., • You enjoy crypto and are familiar with how blockchains work., • You’re a self-starter and can make progress with little oversight., • You put in the effort required to win., • You have a growth mindset and care more about learning from your mistakes than hiding them.Why Join Us, • Join an early-stage revenue-generating company with a rare growth curve., • We invest in your skills with a sales advisor who teaches at MIT., • Work from a stunning office in NYC., • Collaborate with the best teams in crypto and bring millions of users onchain., • Join a team obsessed with excellence that hustles as hard as you., • Sell the best payment product in crypto.

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR jHmPWSY6ZQ

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 120+, 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. The Role We’re looking for an Enterprise Lead to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy - focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. Our objectives for the role: Client Ownership & Success * Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction. * Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Renewals, Upsell & Expansion * Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. * Identify new opportunities - broader user adoption, premium features, deeper integrations. * Lead commercial conversations with C-suite stakeholders and senior decision-makers. * Align pricing, contracts, and platform capabilities to client goals and investment strategies. Stakeholder Engagement * Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. * Tailor messaging and engagement to different levels of the client organization. * Represent the voice of the client internally to influence product and operational priorities. Strategy & Process Improvement * Help shape playbooks for renewals, pricing, account expansion, and strategic success. * Track and report on account health, pipeline activity, and revenue performance. * Contribute to scaling the function - mentoring teammates and improving internal processes. You’re a fit if you: * Have 6+ years of experience in Enterprise Sales/Account Manage within a SaaS technology company, preferably in a growth stage startup. * Have consistent quota attainment or a track record of success. * Have experience in wealth management, RIA operations, or private fund administration. * Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. * Have used platforms like Addepar, Black Diamond, or Orion. * Are comfortable with CRMs, data systems, or SQL (or eager to learn!). * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Have helped build or scale a commercial or customer success function in a startup environment. 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: $180K - $320K

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 Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff 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: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. 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 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#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Technical Program Manager at Nextdoor, you will play a critical role in designing, implementing, and optimizing our business systems landscape. This role focuses on Workday HCM Modules, Financials , with additional expertise in integrations and automations across payroll, HR Systems, Financial systems etc.This role is a hands-on execution, requiring detailed experience with integrations, automations, People Business Systems. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The Impact You'll Make As the Technical Program Manager, you will play a crucial role in optimizing our People Business Systems with a core focus on Workday HCM and related automated and integration experience. As the Workday HCM & Payroll Systems Specialist, you will be a key contributor in developing and optimizing enterprise HR and payroll solutions, leveraging your hands-on experience with Workday HCM, Payroll, and system integrations. Collaborating with cross-functional stakeholders, you'll drive enhancements, streamline processes, and architect scalable solutions that align with business objectives and ensure accurate, efficient payroll operations. You will design, implement, and support integrations with third-party platforms, maintain compliance with HR and payroll governance frameworks such as SOX, and champion industry best practices in data security and controls. Your expertise will help foster innovation, operational excellence, and a positive employee experience, directly contributing to our mission of supporting and empowering our workforce.and foster innovation to support Nextdoor's mission of building stronger communities. Your responsibilities will include: Strategic Leadership • Develop and execute scalable Workday HCM and Payroll systems strategies, emphasizing automation, AI-driven solutions, and seamless orchestration across HR, Payroll, and Financials modules to support Nextdoor's operational goals, • Partner with cross-functional teams to deliver technology roadmaps that drive HR transformation, enhance people program management, and enable business scalability, • Lead the configuration, implementation, and optimization of Workday HCM, Payroll, and select Financials (Accounting, Procurement, Expenses) processes, ensuring efficiency and data integrity across the employee lifecycle, • Design and deliver automated solutions for Core HR, Payroll, Talent Management, and integrations with downstream systems using middleware tools like Workato, • Collaborate with People Ops, Finance, Accounting, IT, and GTM teams to ensure Workday HCM and Payroll systems align with business and people program strategies, • Communicate complex system capabilities and innovative automation solutions to non-technical stakeholders, building consensus and driving adoption, • Ensure compliance with regulatory standards such as SOX by implementing governance frameworks for system security and data integrity, • Stay on top of emerging HR technology trends, including AI-powered automation and orchestrated workflows, and introduce innovative solutions to Nextdoor's enterprise systems, • Regularly assess existing HR, Payroll, and Financial systems to identify inefficiencies, leading initiatives to modernize processes with minimal disruption, • Lead a high-performing team of business systems professionals, fostering a culture of collaboration, innovation, and growth, • Mentor team members by providing guidance on best practices, technical skills development, and career progression, • Oversee the full lifecycle of Workday HCM, Payroll, and Financials system projects, ensuring on-time, on-budget delivery, • Establish automation-focused metrics and monitor system and process performance, proactively resolving issues for operational success, • Manage vendor relationships and technology investments, maximizing value through enhanced automation and AI capabilities, • Engage in in-person Nextdoor events including trainings, off-sites, and volunteer days, building strong relationships and supporting the company's mission and cultureWhat You'll Bring To The Team, • Bachelor's degree in Computer Science, Human Resources, Business Administration, or related field, • 5-8 years of hands-on experience in Workday HCM, Payroll, and system integrations, with emphasis on automation, orchestration, and AI-driven optimizations, • Strong expertise in Workday HCM Core, Payroll, and select Financials (Accounting, Expenses, Procurement), • Proven success in automating and optimizing people and payroll processes at scale, • Experience using middleware solutions such as Workato, Boomi, or MuleSoft for integrations and orchestration, • Advanced knowledge of enterprise automation, process orchestration, and emerging AI-driven HR technologies, • Effective cross-functional collaboration with People, IT, Finance, and business teams, • Experience managing and improving people program management initiatives (onboarding, payroll operations, talent management), • Bonus: Relevant certifications in Workday HCM, Payroll, or equivalent ERP/HCM systems The starting salary for this role is expected to range from $200,000 to $225,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job DescriptionAbout Sei Sei Labs builds open sourced technology for the high-performance Sei Blockchain, the first parallelized EVM Layer 1 blockchain designed to scale with the industry. The unique optimizations built into Sei enable Web3 applications to reach Web2 level scale and performance, driving the mass adoption of digital assets. The Sei Labs team is comprised of former Robinhood, Nvidia, Google, Databricks etc. veterans dedicated to onboarding the next billion users onto a vibrant ecosystem of applications. Sei Labs has raised over $30M from top investors including Jump Crypto, Multicoin Capital, Coinbase Ventures, Distributed Global, Hudson River Trading, and Flow Traders. Check out our website and docs for more details. About the Role Sei Labs is looking for a Deputy General Counsel to help lead the legal function through the next phase of growth as Sei continues to bridge the gap between crypto and traditional finance. This role sits at the intersection of product, regulation, and innovation — supporting incubation efforts that push the boundaries of how digital asset markets operate globally. You’ll 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. The ideal candidate is entrepreneurial, adaptable, and comfortable making judgment calls in frontier environments.Responsibilities • Serve as a senior advisor to the General Counsel and executive leadership on legal, policy, and operational matters., • Oversee legal strategy for Sei’s cutting-edge incubations across DeFi, market structure, and real-world asset integrations., • Manage and mentor members of the legal team while scaling processes across multiple entities., • Lead engagements with regulators, industry bodies, and partners on emerging frameworks for digital asset innovation., • Oversee commercial, governance, and compliance matters with a focus on scalability and clarity., • Partner with business and product leads to enable compliant product launches and partnerships., • Maintain alignment between Sei Labs and Sei Development Foundation on key strategic initiatives.Qualifications, • J.D. from an accredited law school and active U.S. bar membership., • 8+ years of legal experience, including significant in-house or fintech/crypto exposure., • Strong working knowledge of securities, commodities, and payments law., • Experience in managing teams and working with cross-functional stakeholders.

Job Description ABOUT BREAST CANCER RESEARCH FOUNDATION Breast cancer is a complex disease with no simple solution. Every diagnosis is unique and puts lives at risk. We must stop breast cancer in its tracks, and research is the answer. Founded in 1993 by Evelyn H. Lauder, the Breast Cancer Research Foundation is the largest private funder of breast cancer research in the world. We invest in a wide range of research—including prevention, diagnosis, treatment, survivorship, and metastasis—because each area of investigation informs another, propelling us toward the solutions we urgently need. We convene and connect the best minds in science—giving them the opportunity to pursue their most innovative ideas. Our combination of investment and cross-disciplinary collaboration accelerates the entire field and builds momentum for new discoveries. BCRF-funded investigators have been behind every major breakthrough in breast cancer research, and the field is moving faster than ever. We are fueling the world’s most promising research and we can’t stop now. ABOUT THE ROLE In this newly created role, the Senior Philanthropy Officer will bring principal and major gift-level fundraising and portfolio management expertise to BCRF, serving as a gift officer on the major gifts team, and a strategic thought partner and portfolio manager to BCRF’s President & CEO and Chief Philanthropy Officer (CPO). Reporting to the Director of Major Gifts, the Senior Philanthropy Officer will be a critical member of the growing Major Gifts team as the organization enters its first ever campaign. This role offers a great opportunity to work closely with senior leadership and high-net-worth donors, while engaging in a variety of strategic and tactical work streams within the organization. In the future, it is anticipated that the Senior Philanthropy Officer could also manage their own donor portfolio of gifts at and above the $25,000 level. This position is based in New York, New York. BCRF currently requires staff to work onsite for a minimum of three days per week. Primary Responsibilities * Serve as a strategic lead and tactical partner in managing the President & CEO’s (“CEO”) and CPO’s donor portfolios, ensuring timely and thoughtful engagement through proactive moves management, outreach planning and coordination, and seamless coordination of cultivation and stewardship activities * Execute comprehensive donor meeting strategy and preparation for CEO and CPO, including but not limited to, conducting donor research, preparing meeting briefings and materials, and developing ask and follow up strategies and communications * Collaborate on donor strategy and tactical support including, but not limited to, working with colleagues in the Development & Events department on meaningful donor touchpoints and opportunities for the CEO and joining meetings as appropriate * Oversee and manage all weekly development related and stewardship communications from the CEO * Participate as an active member of the Major Gifts team by engaging in all Major Gifts team meetings and activities, and working closely with other gift officers to ensure alignment across donor engagement * Act as a trusted advisor to the CEO and CPO, providing counsel on donor engagement and solicitation strategies * Represent BCRF leadership in donor meetings as needed * Cultivate and steward relationships with major donors on behalf of the CEO, ensuring a personalized high-touch engagement experience that deepens their commitment to BCRF * As a member of the BCRF Development & Events team, actively participate in discussions to align major donor strategies, events, and other donor-facing activities * As needed, partner with other departments within BCRF on special projects ABOUT YOU You are a results-oriented fundraiser, grounded in best major gifts practices, with a successful track record over several years of securing six and seven figure gifts. You can develop and implement strategies and processes to identify, cultivate, solicit and steward a pool of high-capacity prospects and donors. You have a passion for the mission and work of BCRF. In addition, you have the following qualifications and experience: * Minimum of 7 years of progressively responsible experience in frontline fundraising with at least 5 years primarily focused in frontline major gifts ($25k+) fundraising * Superior oral and written communication skills, able to express the mission and fundraising goals of BCRF with clarity, passion and persuasion * Proven interpersonal skills to work effectively with senior leadership, donors, prospects and volunteer leadership * Strong organizational and time management skills with the ability to meet deadlines and anticipate changes before they arise * Demonstrated success in managing complex, multi-stakeholder projects * The ability to conduct oneself with discretion, gravitas, and professionalism when dealing with UHNW donors * Motivated self-starter who needs little direction and can take initiative * The ability to adapt and remain flexible * Strong interpersonal skills with the ability to communicate clearly, concisely, and professionally – both orally and written * Skilled in using Raiser’s Edge and the Microsoft Office suite (Word, Excel, PowerPoint) * The ability to work with multiple stakeholders and employees throughout the organization There will be the occasional need to work extra hours evenings and weekends to fulfill the requirements of the role. Travel This role requires travel outside the New York Metro area averaging 2-3 times a year. Compensation and Benefits: This is a full-time exempt role. The salary range for this role is $125,000 – 135,000. Our compensation package includes an exceptional benefits package focusing on employee physical, mental and financial wellness. More specifically we offer * Medical, dental and vision coverage from the first day of employment; with the election of certain medical plans, BCRF helps significantly defray the cost of out-of-pocket expenses with contributions to a health reimbursement account or heath savings account. * The opportunity to enroll in pre-tax Commuter Transit, Flexible Spending Account or Health Savings Account and Dependent Care Account from the first day of employment. * 401K, with up to a 5% match each pay period; employee contributions and any match are immediately fully vested * Paid parental leave offering 18 weeks of 100% paid leave for a birthing parent and 12 weeks 100% paid leave for non-birthing parent * Paid Time Off including * 15 days of annual vacation time, increasing with length of service * 7 days of annual paid sick time * Paid holidays along with BCRF wide half days and summer Fridays

Job Description Job Title: Director of Administration Job Classification (FLSA): Exempt, 40 Hours Supervisor: Executive Director The Brooklyn Kindergarten Society (BKS) is the original “born in Brooklyn.” We were founded in 1891, and for 130 years, BKS has helped provide high-quality early childhood education to working families.BKS has grown up with the borough and continues to be a leader in equitable access to early childhood education. We provide full day, year-round academic experiences and care for children ages 2-5 years old. Our curriculum is play based and marries together reading, writing, movement and music, with STEAM (Science, Technology, Engineering, Arts, and Mathematics) learning. Our goal is to ensure that Brooklyn's youngest learners have an equitable first educational step. Position Summary The Director of Administration plays a critical leadership role in the organization’s success by ensuring the effective and efficient functioning of internal operations. This includes oversight of administrative systems, procurement, facilities, human resources support, IT, and organizational infrastructure. The Director of Administration will partner closely with the Executive Director and leadership team to support strategic planning, manage cross-functional projects, and ensure operational alignment with the organization's mission and goals. Key Responsibilities Organizational Operations & Administration • Oversee daily administrative operations and lead cross-functional initiatives to enhance internal systems and efficiencies., • Develop and maintain administrative policies, procedures, and documentation., • Lead the procurement process for all goods and services, including classroom supplies, technology, office equipment, and facilities-related purchases. Develop and manage purchasing policies to ensure compliance, equity, and cost-effectiveness., • Collaborate with finance and program teams to forecast procurement needs and track expenditures within budget guidelines., • Maintain up-to-date vendor records and contracts; solicit bids or quotes in alignment with procurement policy., • Oversee inventory tracking and ensure timely ordering and delivery of critical supplies to program sites., • Manage vendor relationships and ensure timely ordering, delivery, and inventory tracking., • Oversee the organization’s IT infrastructure, systems, and services in collaboration with external IT vendors. Lead efforts to identify and implement technology improvements that enhance organizational efficiency and staff productivity., • Manage HR staff in the support hiring, onboarding, performance management, and compliance with employment laws and according to Local 95, Local 205, and CSA regulations., • Ensure compliance with labor laws and organizational HR policies., • Ensure accurate record-keeping and confidentiality of employee files., • Oversee facility operations, maintenance, repairs, and long-term infrastructure planning in conjunction with the Director of Compliance., • Coordinate with vendors for services such as cleaning, security, and building improvements., • Work closely with the finance team to monitor administrative and procurement-related expenditures., • Serve as a key advisor to the Executive Director and senior leadership team on administrative strategy and infrastructure development., • Supervise HR Generalist and Recruitment and HR Manager., • Bachelor’s degree in Business Administration, Public Administration, Nonprofit Management, or a related field required; Master’s degree preferred., • Minimum of 7–10 years of progressive leadership experience in administrative operations, preferably in a nonprofit or early childhood education setting., • Strong knowledge of nonprofit operations, compliance, and reporting requirements., • Familiarity with early childhood education programs, Head Start, and/or state-funded initiatives is highly desirable., • Demonstrated ability to lead and manage complex projects across multiple departments., • Exceptional organizational, analytical, and problem-solving skills., • Proficient in budgeting, forecasting, and financial reporting., • Strong knowledge of procurement best practices and contract/vendor management., • Experience overseeing IT systems, infrastructure, and cybersecurity compliance., • Excellent interpersonal and communication skills; ability to collaborate effectively with diverse stakeholders., • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Google Workspace., • Familiar with HR information systems (HRIS), procurement platforms, and facility management systems., • Ability to manage competing priorities and thrive in a fast paced, mission-driven environment., • Willingness to travel between program sites as needed., • Commitment to equity, inclusion and the mission of serving children and families., • Must be willing to assist in internal and external event planning in collaboration with the, • Executive Associate to ensure successful execution of organizational functions.

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 Samsung SDS America is seeking for an Presales Solution Consultant to drive the presales efforts and adoption of our next-generation AI-Driven eProcurement SaaS solution Caidentia. In this role, you will shape the success of our SRM solution helping businesses revolutionize their supplier relationship management, especially procurement processes and achieve unprecedented efficiency and growth. This is a unique opportunity to be part of a new global business initiative, merging the entrepreneurial drive of a startup with the solid foundation of Samsung SDS America. The successful candidate has a blend of technical expertise, industry acumen, and outstanding communication skills to engage with prospective clients, understand their business needs and technical requirements, and effectively demonstrate how the SRM solution can address their specific challenges around SRM. The SRM Pre-Sales Solution Consultant will collaborate with partners and act as a technical expert to support the entire sales process. The ability to connect technology with measurable business value is critical and you should have a demonstrated ability to think strategically about business, products, and technical challenges. Samsung SDS is the digital arm of the Samsung group and a global provider of cloud and digital transformation innovations. Samsung SDS delivers enterprise-grade solutions and services in cloud, secure mobility, analytics/ AI, digital marketing and digital workspace. Samsung SDS enables customers in government, financial services, healthcare, and other industries to drive business in a hyper-connected economy to increase productivity, safeguard assets, and make smarter decisions. Location: This is a 100% remote role based in the US. Business travel is required up to 40%. Responsibilities: • Act as a trusted advisor by understating the customer’s long term goals., • Work closely with customers to understand their requirements, scope projects and conduct product demonstrations., • Articulate technical concepts to all audiences, including C-level executives and customers., • Create compelling business solution strategy and roadmaps., • Complete required pre-sales documentation (configurations, services, proposals, presentations, justifications, etc.) ., • Develop services scope, level of effort, and SOWs aligning to customer's required outcomes, • Play a key role between Sales and Delivery in ensuring a smooth project execution and successful implementation., • Partner with our product team to continuously improve our offerings based on market demands, technology advancement, and client innovation., • Research new solutions and develop collateral for field enablement and customer facing use cases., • Bachelor Degree in Computer Science, Engineering preferred or related degree required, • 8 years of SaaS sales experience in technical sales or pre-sales roles within the SCM or SRM space, • Strong background in business applications, preferably SCM and SRM., • Strong understand of direct procurement space is preferred., • Strong knowledge of the supplier management, procurement processes, and supply chain dynamics., • Excellent customer relationship management skills, including effective oral and written communications., • Demonstrated ability to articulate complex ideas in a simple and understandable manner., • Experience communicating across technical and non-technical audiences., • Outstanding problem solving and analytical skills, including ability to build clear observations, analysis and conclusions based on customer interviews and data., • Demonstrated ability to adapt to new technologies and learn quickly., • Flexibility to travel up to 40% of the time., • Eligibility to work in the US for any employer without restrictions. Samsung SDSA offers a comprehensive suite of programs to support our employees: • Top-notch medical, dental, vision and prescription coverage, • Wellness program, • Parental leave, • 401K match and savings plan, • Flexible spending accounts, • Life insurance, • Paid Holidays, • Paid Time off We are committed to providing reasonable accommodations to participate in the job application or interview process for candidates with disabilities. If you need assistance and/or a reasonable accommodation, please send your request to this e-mail.

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 Are you a strategic finance leader with a passion for mission-driven work? Join a globally recognized nonprofit organization that brings joy and learning to children and families through media, education, and outreach. Our client is looking for a Director of Revenue Finance to play a key role in managing the financial health of a dynamic revenue portfolio that spans content distribution, licensing, and philanthropic partnerships—both domestically and internationally. About the Role: As Director of Revenue Finance, you’ll lead forecasting, budgeting, reporting, and financial operations for several high-impact revenue streams. This role is ideal for someone who enjoys building financial models, partnering cross-functionally, and driving results through collaboration and insight. You’ll serve as a trusted advisor to business leads and present strategic recommendations to senior leadership—all while ensuring financial integrity and operational excellence. Key Responsibilities: · Oversee financial planning, reporting, and budgeting across your revenue portfolio · Partner with departments to support deal memos, licensing, and distribution agreements · Manage cash flow forecasting and multi-year financial plans · Ensure compliance with accounting standards (US GAAP) and support global audit activities · Collaborate with international offices on local financial reporting, VAT, and transfer pricing · Support revenue recognition, variance analysis, and performance reporting For immediate consideration please email Ronny.Cohen@roberthalf. · Bachelor's degree in Finance, Accounting or related field · 4+ years of progressive finance experience · Strong budgeting/forecasting experience · International experience is a plus · Licensing experience is preferred · Ability to communicate financial insights to stakeholders at all levels · A self-starter who thrives both independently and in a collaborative team culture

Job Description Harlem Children’s Zone (HCZ) is seeking a highly accomplished and values-aligned attorney to serve as its General Counsel, a new and pivotal role that will contribute directly to HCZ’s mission and the empowerment of the Harlem community. Reporting to the CEO, this person will serve as the organization’s chief legal advisor and a trusted strategic partner to the CEO, Board of Trustees, and senior leadership team. The GC will oversee all legal matters, provide risk management guidance, ensure compliance with federal and state laws, and support HCZ’s mission-driven operations. This individual will lead and manage legal strategy across a range of areas including governance, employment law, contracts, intellectual property, and regulatory compliance. They will also play a key role on the Executive Team (“E-Team”) in supporting the achievement of HCZ’s vision of operational excellence, as well as the mission of ending the cycle of intergenerational poverty. Requirements • Juris Doctor (JD) from an accredited law school and admission to the New York State Bar (or eligibility for in-house counsel registration)., • Deep knowledge of governance, contracts, employment law, and compliance frameworks., • Strong strategic thinking and problem-solving skills with the ability to provide sound, business-oriented legal advice., • Ability to provide strong leadership; strongly ability to work with diverse personalities and level access functions., • Exceptional communication, negotiation, and interpersonal skills, with the ability to work collaboratively across diverse teams., • High integrity, sound judgment, and a passion for HCZ’s mission and values., • Excellent managerial and problem-solving skills required. Legal Strategy & Counsel • Serve as the principal legal advisor to the CEO, Board of Trustees, and executive team., • Provide proactive legal guidance on strategic initiatives, program development, partnerships, and organizational growth., • Ensure the organization’s compliance with all applicable local, state, and federal laws and regulations., • Advise on nonprofit governance best practices and maintain compliance with 501(c)(3) requirements., • Provide counsel on employment-related matters, including employee relations, labor law compliance, and internal investigations., • Manage risk assessment and mitigation strategies across all departments and programs., • Oversee outside counsel for litigation, dispute resolution, and specialized legal issues., • Prepare and review legal materials for Board meetings, ensuring alignment with governance and fiduciary responsibilities. As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) The salary range for this position is $290,000-$320,000 per year. This position will be eligible for an annual performance bonus and participation in the Senior Management Growth Fund, a deferred bonus program for senior staff. To be considered, interested applicants should apply directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. Harlem Children's Zone and Promise Academy Charter Schools do not provide work visas for candidates who require employer sponsorship to ensure work authorization in the United States. Harlem Children's Zone is an Equal Opportunity Employer.

Job Description Firm Overview: Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Job Opportunity and Responsibilities: Stable Rock is seeking a highly collaborative, skilled and detail-oriented Manager to join and support the Accounting & CFO Services team. The ideal candidate will play an important role by preparing and analyzing financial information and ensuring accuracy and compliance. This position offers a unique opportunity to work with a variety of businesses across different industries and at different stages of their lifecycle, contributing to their financial health and success. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility. Key Responsibilities: • Develop an understanding of a client's business and aspects of their industry., • Client write ups and prepare financial statements on a monthly, quarterly, and annual basis., • Review and prepare clear and concise working papers., • Organize and consult with clients on transactional issues., • Assist with onboarding new clients., • Preparation of Key Performance Indicators (KPIs) and other management reports., • Assisting and maintaining clients' annual operating plan/budgets., • Provide training for new clients and staff in the use of shared software applications., • Manage multiple client engagements and projects concurrently with assigned teams., • Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams., • Contribute to special projects, as needed. Qualifications, Skills, and Experience: • Education: Bachelor's degree in Accounting, Finance, or related field required., • Experience: 5-7+ years of progressive experience in public accounting or related experience. Experience in Client Account Services is a plus., • Certifications: CPA certification required., • Skills and Qualifications:, • Demonstrated understanding of U.S. Generally Accepted Accounting Principles (GAAP) and ability to apply them to financial reporting and analysis., • Ability to manage multiple clients/projects and deadlines and handle a fast-paced environment where you can work both autonomously and, in a team-oriented setting., • Exceptional organizational, interpersonal, and communication skills., • Initiative, commitment to professional development, attention to detail, and client service excellence., • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally., • Ability to problem-solve and think both creatively and logically., • Software and Technology: High proficiency in Microsoft Excel and Word, knowledge of accounting G/L software such as Xero, QuickBooks (desktop and online), NetSuite, and Sage Intacct. Knowledge of E-Commerce platforms, inventory and SaaS software a plus. Location: Hybrid (New York, NY or Elmsford, NY) Compensation: Highly competitive all-in comp ($95,000 to $125,000) Benefits: • Medical, Dental, and Vision, • Health and Flexible Savings Accounts, • 401(k), • Paid time off Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to . Job Posted by ApplicantPro

Job Description Building a practice from the ground up is challenging and requires a team effort. Solomon Financial Group, LLC is currently expanding and is seeking to hire an experienced Advisor. Looking for individuals who are both Insurance (Life and Health) and Securities Licensed (Series 6 or 7). CFP® preferred but not required - but willing to start the rigorous program within 6 months of joining our Firm. Additional information will be provided in the initial screening call. Our Firm is backed by a team of experts, bringing you the following value-added services: • A team-based approach to problem-solving that gives you access to industry experts and thought-leaders., • Financial professionals with industry-specific knowledge who will evaluate clients' needs on an independent basis and making recommendations to advance their goals and objectives., • Insurance and risk management professionals to help minimize losses due to unforeseen events., • Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows., • Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession. If you are curious and would like to learn more… LET’S TALK!

Job Description Audit Partner- Architecture, Engineering & Construction A long standing firm is looking to add to their leadership team. Their AEC department is growing and wants to add someone that will elevate people around them. This role is open to Director or Partner level! Responsibilities: • Lead and manage audit engagements for (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Act as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights., • Provide leadership and mentorship to the audit team, • Foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks. Qualifications: • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field., • CPA, • 10+ years of experience, most in AEC, • Thorough understanding of financial reporting, accounting principles, and regulatory requirements., • Strong analytical and problem-solving skills., • Exceptional leadership skills., • Proven ability to manage multiple engagements and deadlines simultaneously. 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 Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Senior Product Manager role is a high-impact role, you will operate in a very dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them. You will play a critical role in identifying market opportunities to expand value to existing customers and build new product lines. In doing so, you will be responsible for determining which products we should build next, the scope of each product surface area, what metrics we should drive towards, and more. You will also be responsible for leading projects from inception to production while partnering closely with engineering, design, and cross functional business partners to drive strong and rapid execution. There’s an endless amount of opportunity that we can be pursuing; yet the ability to focus and place our bets on a few highly impactful areas is how we’ll continue to win. You’ll hold the mantle in determining what those bets are and then relentlessly drive towards the finish line on a high velocity team. In order to succeed in this role, the right candidate should be adept at navigating an ambiguous and fast-paced environment with limited guidance. You’d be a great fit if you aspire to be a future organization leader or founder. Responsibilities: * Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities. * Determine and articulate the actionable plan that will incrementally improve the product towards the product vision. * Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out. * Research the market, customer, and the customer’s problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback. * Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product. * Own projects on the roadmap end-to-end to ship high-quality products for our customers. * Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way. * Come up with the right messaging for products for each relevant audience (end customer, marketing, sales, etc.) * Evaluate whether products have been successful in achieving their goals using metrics and feedback. * Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done. * Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments. Must have: * 5+ years of product management experience. * 2+ years of experience at a high growth tech startup. * Experience working at B2B fintech, technology-driven financial services, and/or wealth management technology companies. * Experience working with engineers and designers in developing B2B software products. * Led at least one successful product/business line at a high growth tech startup. * Strong business, design, and technical sense. Nice to have: * Experience working at technology-enabled services companies. * Experience working with broker-dealers and/or registered investment advisers and their respective compliance rules. * BS or MS in computer science, engineering, or other technical degree. * Previously a founder of a technology company or thinking about becoming a founder in the future. Qualities: * Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done. * Business sense: Strong business acumen to identify the best market opportunities to tackle. Has the ability to connect the business opportunity to the essential product initiatives that need to be done and communicate it to engineers, designers, and other cross functional partners as a way to align everyone on the goal. * Problem solving: A systems thinker with strong problem-solving and analytical skills, capable of driving recommendations and decisions rooted in qualitative and quantitative data. * Communication: An incredible story teller that can bring leaders, team members, and prospective customers along with them on a product journey. Has phenomenal writing skills that can distill a firehose of information into a cohesive story. * Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously. * Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels. * Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage and support (Tilt) * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $181K - $221K

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization in New York City. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Qualifications, • Drive to improve the minds and lives of students in and out of the classroom, • Evidence of self-motivation, willingness to be a team player, and has a strong sense of personal responsibility;, • Ideal candidates are hard-working, urgent, energetic, and are willing to learn and adapt;, • Is extremely reflective and constantly wants to improve;, • is flexible and enjoys dealing with unpredictability;, • Strong time management skills; ability to manage multiple tasks simultaneously and meet tight deadlines;, • A strong candidate will possess strong organizational skills, communication skills (particularly with children), and problem solving skills;, • Interest in performing a critical support role and the ability to excel in a fast-paced, entrepreneurial, results-oriented environment;, • Prior experience working in schools and/or urban communities is preferred but not required;, • Relentless commitment to mission of educating urban students. Belief in and alignment with Uncommon’s core beliefs and educational philosophy is non-negotiable., • Prior to the start of employment, you must have a bachelor's degree from an accredited college or university. Certification is not required to be hired at Uncommon, but you do need to meet NY state certification eligibility requirements. To meet these requirements, you must enroll in a teacher preparation program and maintain a GPA of 2.5 or higher during your employment with us if you do not have a degree in education. Uncommon Schools teachers are required to become certified in the state of New York within a reasonable period after beginning employment. Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation The compensation for this role is $60,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Job Description Our client, an elite boutique, is looking to add an Associate 1/2 to their restructuring advisory team. The Associate will play a pivotal role in providing strategic advisory and financial solutions to clients facing complex restructuring and distressed situations. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. This is an exciting opportunity to work with a dynamic team and gain exposure to high-profile engagements that have a significant impact on the global financial landscape. • Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies., • Thorough Due Diligence: Perform extensive due diligence on companies and their operations, identifying potential risks and opportunities. Prepare reports for senior management and clients, outlining findings and recommendations., • Innovative Restructuring Strategies: Collaborate with senior team members to develop innovative restructuring strategies tailored to meet clients' specific needs, considering both operational and financial aspects., • Transaction Execution: Work with cross-functional teams to execute restructuring transactions, including debt negotiations, refinancing, asset sales, mergers, and acquisitions., • Effective Documentation and Presentation: Prepare high-quality pitch books, confidential information memoranda, financial models, and other client-facing materials with accuracy, clarity, and professionalism., • Client Relationship Management: Build and maintain strong relationships with clients, providing excellent service and acting as a trusted advisor throughout the restructuring process., • Market Research and Insights: Stay informed about market trends, industry developments, and regulatory changes related to restructuring and distressed situations. Share insights with the team and clients to inform decision-making., • Team Collaboration: Collaborate closely with senior bankers, analysts, legal advisors, and other professionals to coordinate and execute projects, fostering a collaborative and supportive team environment., • Bachelor's degree in Finance, Economics, Business, or a related field. MBA or advanced degree preferred., • Previous experience in investment banking (leveraged finance or M&A), restructuring, or related fields, ideally with exposure to distressed situations., • Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial analysis tools and software is a plus., • Solid understanding of accounting principles, financial statements, and valuation methodologies., • Excellent analytical and problem-solving abilities, with keen attention to detail., • Exceptional written and verbal communication skills, with the ability to present complex ideas clearly and concisely., • Strong project management and organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Ability to work effectively both independently and as part of a team, demonstrating a collaborative and proactive mindset.

Job DescriptionAbout AngelList: We exist to accelerate innovation by increasing the number of successful startups in the world. We want to give more people the opportunity to participate in the venture economy by building the financial infrastructure that makes it possible for more people to invest in world changing startups, and build tools for startups that help them run their operations so they can focus on building. AngelList is the nexus of venture capital and the startup community. We support over $171B+ assets on our platform, and we’ve driven capital to over 13,000 startups. 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambitions are even larger – we’re innovating on the financial infrastructure for venture investors and the startups they invest in. Come build with us. About the Role: AngelList is seeking an Account Executive to join our team. As an Account Executive you will source, qualify and close venture & private equity funds for AngelList Fund Management or Software Suite. This role provides a unique opportunity to work alongside experienced leaders in the private market industry and shape AngelList’s sales strategy in this next phase of our growth. Given AngelList’s easy-to-use and scalable solution, you will have the opportunity to have an outsized impact not just on our company, but on the private market industry as a whole. You will manage the entire sales cycle, including creating and executing on outbound processes to close a pipeline of customers. As an early member of the sales team, you’ll be critical in helping us iterate on our pitch and processes as we scale. Internally, you will collaborate with AngelList’s product, operations, and legal teams to ensure a smooth experience for our users. We are a fast-growing company, so we need Venture Account Executives who will take initiative, learn our product quickly and thoroughly, and bring a growth mindset to their work each day. You Will: • Create and implement a detailed sales strategy and plan, focusing on both immediate and long-term goal attainment., • Increase pipeline of net-new customers by actively engaging in strategic outbound prospecting., • Effectively communicate the value and impact of our products to key stakeholders and decision-makers., • Gain a deep understanding of customer needs and act as a reliable advisor for their business., • Work closely with teams in product development, operations, and customer success to continually develop, refine, and offer innovative products to our customers.Other characteristics of the ideal candidate:, • Over 7 years of experience as an account executive, with Mid Market and Enterprise sales., • Experience selling into Venture Capital (VC) funds is required, and also working with Private Equity (PE) funds is ideal., • Demonstrated sales expertise with a strong track record in negotiation and deal closure, managing a complex sales process., • Proven tenure working at companies of meaningful scale, following a methodical sales process., • Ability to build relationships with cross-functional partners and customers alike.

Job DescriptionNew York, NY/Hybrid Salary Range: $225,000 - $240,000 The Creative Director role is responsible for driving creative strategy, advancing brand development, and spearheading marketing innovation at Apple Bank. As a senior leader, this position plays a pivotal role in shaping client engagement across all channels, with particular emphasis on consumer deposit products, commercial lending, small business services, wealth management, and digital banking. The ideal candidate will demonstrate a strong blend of creativity, compliance expertise, and strategic design, while fostering internal capabilities to reduce dependency on external agencies. This position oversees the full spectrum of creative functions, including brand strategy, campaign development, visual identity, and multi-channel storytelling. Additionally, the Creative Director will contribute significantly to go-to-market strategies, uphold brand standards, and participate in executive initiatives aimed at enhancing both market presence and customer experience. The successful candidate will possess extensive knowledge of financial marketing compliance, proven leadership skills, experience with usability testing, and a history of developing cohesive brand marketing materials and campaigns that produce quantifiable business outcomes. ESSENTIAL DUTIES AND RESPONSIBILITIES • Direct and develop the Bank’s creative strategy and brand positioning for all customer segments, including consumer, commercial, small business, and wealth management., • Supervise creative output across digital, print, video, social, mobile, and experiential channels., • Work collaboratively with Legal, Compliance, Risk, and Product teams to ensure creative work meets regulatory and brand requirements., • Oversee agency relationships and creative vendors, managing teams of designers, writers, and UX specialists; prepare creative briefs and manage vendor execution., • Promote data-driven design decisions by integrating customer insights and marketing analytics into creative plans., • Support consistency and development of the brand across the organization, including executive communications, internal branding, and the employee value proposition., • Represent the creative function at senior leadership meetings; provide strategic guidance to business line leaders., • Collaborate with enterprise leaders on growth initiatives, product launches, and digital transformation programs., • Coordinate with branch administration and sales strategy leadership to align creative concepts with retail and sales objectives throughout the branch network., • Balance visual innovation with risk considerations, ensuring creative compliance with industry regulations and facilitating streamlined approval processes., • Establish scalable and compliant creative procedures that adhere to FDIC, FINRA, SEC, CFPB, and internal regulatory standards., • Lead usability testing efforts with vendor partners, develop test plans, oversee execution, and incorporate results into design strategies., • Manage the direction of the Bank's public-facing website, maintaining alignment with internal principles such as trust, transparency, and professionalism., • Ensure consistent brand identity across digital platforms, including typography, iconography, color schemes, and imagery, in accordance with financial sector norms., • Set creative direction for new product introductions, service updates, or website rebranding., • Guide the development of accessible and secure digital experiences for various customer groups, including investors, individuals, institutions, and advisors., • Support designs that facilitate user activities, such as account openings, product exploration, use of calculator tools, and advisor searches., • Supervise UX/UI designers in creating responsive layouts compatible with multiple devices and adhering to WCAG accessibility guidelines., • Track key performance indicators, including click-through rates, bounce rates, conversion funnels, and SEO metrics., • Encourage ongoing improvement through analysis of heatmaps, session recordings, usability testing, and site analytics., • Promote a culture focused on combining analytics with creative design., • Create workflows, timelines, and briefs to manage web projects within predetermined scope and deadlines., • Oversee external marketing agency in areas such as visual design, copywriting, UX/UI design, while mentoring and reviewing outputs for quality and uniformity., • Manage and support junior graphic designers to enhance work quality, consistency, and brand representation generated internally., • Carry out management tasks per company policies and laws, including interviewing, hiring, training, assigning work, evaluating staff, handling rewards, discipline, complaints, and conflict resolution., • Perform other assigned duties. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree is required, advanced degree a plus., • A minimum of 12 years of creative leadership experience, including at least 5 years within financial services marketing (ideally in banking, wealth management, or fintech)., • Demonstrated expertise managing creative initiatives in regulated environments, with thorough knowledge of FINRA, SEC, CFPB, or FDIC marketing compliance standards., • Strong portfolio showcasing high-impact, multi-channel campaigns., • Proven record of successfully leading large teams and collaborating cross-functionally with Compliance, Legal, Product, Branch Administration, and Sales departments., • Advanced visual and verbal storytelling abilities, with proficiency across both traditional and digital formats., • Comprehensive understanding of customer journeys, segmentation, personalization, and creative optimization strategies., • Executive presence with outstanding communication skills; experienced in presenting to Boards and C-suite executives., • Skilled in developing usability testing plans, coordinating usability studies, and analyzing results., • Highly organized, proactive, collaborative, and energetic self-starter with a results-oriented approach., • Demonstrated ability to independently initiate and complete complex tasks., • Capable of rapidly assimilating and synthesizing complex technologies. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers 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: To be a valued member of Anchin's real estate team as tax and business advisor delivering real estate industry-focused tax advisory and compliance services. You will become a trusted advisor to the clients you serve by providing solutions to a variety of complex tax and business issues. As a result, you will deepen your industry expertise and knowledge while furthering your career. You will work with team and firm leadership to grow the business, having a direct impact on your and the firm's success. You will have the opportunity to participate in business development and thought leadership activities. Moreover, you will lead and mentor a very talented real estate team. RESPONSIBILITIES: • A member and leader of a valued engagement team providing federal, state, and local tax compliance and consulting services to real estate clients., • Lead and develop client relationships., • Consult daily with clients regarding tax and business matters., • Proactively deliver exceptional client service in a timely, professional, and accurate manner., • Provide tax planning and savings opportunities to the client., • Identify opportunities to provide additional consultative solutions and services that will provide value to the client., • Work with the other tax consulting services pertaining to tax matters in the state and local, high net worth, international, research and development, cost segregation and other advisory services., • Be involved in Business Development and Thought Leadership activities., • Assist with all areas of client engagement regarding staffing, billing, and engagement economics., • Cultivate career lasting relationships with your colleagues and clients. Education: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • 8+ years experience providing federal tax compliance and consulting services to real estate clients in a professional services firm, including supervising, mentoring and counseling associates., • Demonstrated leadership, project management, communication and analytical skills., • A track record of providing exceptional client service. 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 Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace. A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a growth stage startup after all. Last, but certainly not least, you're driven by a fresh perspective and entrepreneurial spirit. WHAT YOU WILL BE DOING? You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That's just the base-line. Day to day you will also be expected to: • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate., • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory., • Develop repeat regional relationships with new financial advisor prospects., • Maintain a robust retirement plan sales pipeline in your region., • Convert plan opportunities into closed won opportunities through a repeatable, scalable process., • Practice a proven and successful sales methodology (MEDDPICC)., • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM., • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. The Necessities: • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry, • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion, • Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.), • Strong attention to detail and a passion for creating a top-notch selling environment and process., • A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline., • Self-starter who can operate well in a collaborative team environment., • Good knowledge of Salesforce, comfort level with other Sales technology, • Excellent written and verbal communication skills are a must., • Startup and/or financial services experience The expected OTE for this position is approximately $80K ($65K base + up to $15K variable), and uncapped commission. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Hi, we're Oscar. We're hiring a Senior Manager, Medical Economics to join our Medical Economics. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Manager, Medical Economics, leads a team of analysts to guide next steps to support Oscar's total cost of care (TCoC) strategy and efforts. The Senior Manager collaborates with analytical leads across forecasting, medical economics, pricing, network analytics, and data science units to identify medical expense saving opportunities and to develop sound projections and measurements of the medical cost effects and clinical outcomes of programs, with an ultimate goal of improving total cost of care and driving affordability value. You will partner with Oscar's Office of Clinical Affairs and data science team to ensure accurate projections of clinical policy initiatives are reflected in management reporting — e.g. financial close, forecasts, program performance monitoring. You will report into the Senior Director, Medical Cost Analytics. Work Location: This position is based in our NYC office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $158,400 - $207,900 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Lead team programs to identify and measure cost-saving programs., • Provide mentorship, and development planning for team members to promote growth and learning., • Maintain current knowledge of medical economics best practices, and drive innovation and new approaches., • Develop proactive financial models to assess the potential cost and use impacts of proposed clinical programs, network strategies, and policy changes. Conduct sensitivity analyses and stress-testing on models to understand the range of potential outcomes under multiple utilization and cost scenarios., • Perform in-depth analysis of integrated claims and operational data — e.g. medical, pharmacy, labs, authorizations) to identify cost and trend drivers., • Design and build retrospective studies to measure the actual financial and clinical outcomes of implemented programs, comparing results against initial projections., • Promote and shape best practices with respect to documentation., • Contribute departmental improvements in automation, AI application, and analytic tooling to increase efficiency and the sophistication of your team's work., • Serve a trusted analytic partner and advisor to team members in supported functional units., • Maintain relationships and lines of communication with stakeholders., • Influence and collaborate with stakeholders to guide strategic business decisions with respect to medical expense initiatives., • Compliance with all applicable laws and regulations, • Bachelor's degree in a STEM field., • 7+ years of relevant quantitative analysis experience., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Significant experience analyzing and forecasting the financial impact of proposed changes to clinical policies, policy sets, utilization management processes, and clinical pathways., • Experience developing measurement of clinical intervention ROI., • Knowledge of prior authorization optimization and automation., • Familiarity with pharmacy economics., • Background in value-based care analytics. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. Artificial Intelligence (AI) Guidelines: Please see our AI Guidelines for the acceptable use of artificial intelligence during the interview process at Oscar. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Notice to Job Applicants.

Job DescriptionCompany Description At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact. Job Description We are seeking an Associate Partner to play a pivotal role in leading client engagements, expanding relationships, and shaping the growth of our practice. This is both a delivery leadership and business development role — ideal for someone who excels at managing complex programs, building trusted client partnerships, and mentoring teams. The Associate Partner will work closely with senior leadership to drive project success, contribute to go-to-market efforts, and ensure our clients see measurable value from their data initiatives. Key Responsibilities Client Delivery Leadership * Oversee delivery of large-scale data strategy, governance, and MDM engagements. * Serve as a trusted advisor to senior client stakeholders, ensuring alignment with business objectives. * Provide quality assurance and ensure projects are delivered on time, on budget, and with measurable client impact. * Anticipate risks, resolve issues, and maintain high client satisfaction. Business Development & Growth * Build and nurture long-term client relationships based on trust and measurable outcomes. * Identify opportunities to expand DataCatalyst’s services within existing accounts. * Support proposal development, presentations, and thought leadership to win new business. * Collaborate with partners and vendors in the data ecosystem to identify joint opportunities. Practice & Team Development * Mentor and coach consultants and senior consultants, supporting their professional growth. * Contribute to the development of frameworks, methodologies, and reusable assets that strengthen our delivery capability. * Help shape DataCatalyst’s practice strategy and service offerings. Qualifications * 10+ years of experience in consulting (professional services or systems integration required). * Proven experience managing large-scale client engagements and delivery execution, ideally in data governance, MDM, or enterprise data programs. * Strong track record of operational execution management — including program governance, financial oversight, and delivery quality assurance. * Demonstrated ability to engage C-level executives and build trusted client relationships. * Excellent communication, presentation, and facilitation skills. * Strong organizational and detail orientation; able to manage competing priorities across multiple clients. * Entrepreneurial mindset with the ability to balance strategic vision and hands-on delivery leadership. * Trustworthy, reliable, and committed to the highest professional standards. Additional Information At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact.

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

Job Description Role Summary Steadfast Health is seeking a dynamic, metrics-driven Head of Finance to lead our financial strategy, reporting, and operations as we scale best-in-class addiction treatment clinics. This leader will oversee FP&A, revenue cycle, and accounting, balancing strategic vision with hands-on execution. They will partner closely with the CEO, executive team, and Board to build the reporting and insights necessary to scale brick-and-mortar operations while ensuring mission alignment, financial rigor, and operational excellence. The ideal candidate has a strong FP&A foundation and proven success in multi-site or brick-and-mortar healthcare environments. They bring a sharp analytical toolkit to drive resource allocation, performance measurement, and growth. As a true player/coach, they are equally comfortable rolling up their sleeves to refine models and frameworks as they are building and mentoring a high-performing finance team. Key Responsibilities Financial Leadership & Strategy • Serve as a trusted advisor to the CEO, executive team, Board, and investors., • Lead long-range planning, financial modeling, and scenario analysis to guide growth., • Define and oversee the financial reporting frameworks and dashboards needed for scale (technical team builds; this leader sets the standards)., • Partner with Operations and Clinical leaders on metrics, OKRs, and performance reviews., • Deliver clear, actionable insights that drive operational efficiency and profitability., • Bring proven experience navigating the complexities of high-volume, multi-site healthcare or services operations., • Apply strong financial acumen to optimize site-level performance, cost structures, and scalability., • Oversee revenue cycle management, billing, and collections. Ensure accurate, timely financial statements, reconciliations, and compliance., • Build, mentor, and scale a finance team that combines healthcare financial expertise with analytical rigor. Required • Bachelor's degree in finance, Accounting, Business, or related field (MBA or master's degree preferred)., • 7-10+ years in finance leadership roles, ideally in healthcare, behavioral health, or other multi-site brick-and-mortar environments., • Deep FP&A experience with proven ability to design and manage reporting frameworks, dashboards, and key financial metrics., • Strong grasp of healthcare reimbursement and revenue cycle dynamics., • Excellent analytical and strategic thinking skills. Comfortable interpreting data, spotting trends, and framing insights., • Demonstrated ability to influence, present, and partner effectively with senior leadership and Boards., • Experience in behavioral health, psychiatric, or other value-based healthcare models., • Prior exposure to private equity or venture-backed growth environments., • Prolonged periods of sitting at a desk and working on a computer, • Ability to use hands and fingers for typing, handling documents, and operating standard office equipment (computer, calculator, phone, copier, etc.)., • Visual acuity required for reading spreadsheets, analyzing data, and reviewing financial and operational reports., • Clear verbal and written communication skills required to present financial insights, • Ability to remain in a stationary position for extended periods, with occasional movement required for meetings within and outside the office environment., • Must be able to occasionally lift up to 10 pounds (e.g., files, binders, or laptops)., • Ability to travel occasionally to leadership meetings and clinics as needed. Steadfast Health is proudly funded by Google Ventures (GV) and launched out of Triple Aim Partners. Since 2019, Triple Aim Partners (TAP) has partnered with entrepreneurs across the healthcare ecosystem to build transformative organizations, all with the mission of achieving the Triple Aim (better patient experience, better population health, and lower healthcare costs for all). TAP emphasizes the importance of creating strong, front-line focused company cultures that enable high-quality patient care.

Job Description Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. Opportunity Join us in an exhilarating opportunity working with a determined and dynamic team of Solution Engineers, focused on North America. As a pivotal member of our regional force, you'll help drive Solution Engineering priorities across financial services industry vertical. Your influence will resonate in every facet of our commercial strategy, collaborating closely with regional peers in alliances, sales, marketing, and product management. We seek an individual with profound technical and business acumen, adept at demystifying complex concepts with clarity and precision. You'll dazzle with presentations, deliver captivating product demos, and dive deep into client opportunities, leaving a lasting impression at industry events and webinars. Become the authoritative voice for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa Solution Engineering (SE) team, you'll spearhead the initial connection between prospect organizations and the Go to Market team (GTM), setting the cornerstone for their journey. We seek an individual with profound technical and business acumen, adept at de-mystifying complex concepts with clarity and precision. You will: • Uncover customer pain points: Use targeted, precise solution engineering techniques to identify the real challenges our prospects., • Design and deliver tailored solutions: Create compelling presentations and deliver impactful product demos—adapting depth and content to resonate with each audience., • Own the POC lifecycle: Manage the end-to-end proof of concept process. Define and align on success criteria, showcase sprint outcomes that clearly demonstrate value, and generate excitement around our solution., • Ensure a smooth handover: Before transitioning to the delivery team, confirm a shared understanding of the customer’s pain and how the Quantexa solution addresses it. What you’ll be doing. • Probe and grasp prospect pain points, showcasing Quantexa's transformative solutions., • Partner closely with Sales Directors to shape the opportunity strategy, qualify deals and influence account planning., • Cultivate trust as the go-to advisor to clients, big and small, crafting compelling Value Engineering strategies., • Craft tailored Proofs of Concept alongside the rest of GTM for maximum impact that capture the customers business problems., • Lead the process of ‘Discovery’ and then ‘Solutionize’ with our prospects, to iterate and hone in on the right joint solution for all parties., • Collaborate seamlessly with Quantexa's commercial teams, product experts and SMEs, embodying our core value of being a team player., • Flawlessly lead product demos and presentations, qualify opportunities and manage compliance statements., • Elevate Quantexa's profile through industry events such as SIBOS, ACAMS and thought leadership; and, • Provide feedback to Product and Engineering teams based on market and customer input to help shape roadmap opportunities. Requirements What you’ll bring: • Extensive experience in technology as a bridge between business and technical users /stakeholders in a commercially focused technical sales role e.g. Presales, Solution Engineering, Technical Sales, Solution Consulting, Product Management etc., • Experience working with large banks or financial institutions including familiarity with buying cycles in regulated environments., • Demonstrate technological mastery in data-powered, analytical solutions like Entity Resolution, Network Generation or Advanced Analytics., • Proven track record of working in data management ecosystem with exposure to tools, technology and organizational data estate in world of analytics and AI., • Ability to present to and excite senior leaders in Financial Services, leveraging technical acumen and deep knowledge of the banking ecosystem and establish trust and rapport with prospects., • Command robust knowledge in technology and architecture particularly within the realm of enterprise software, such as big data technology, Elastic /OpenSearch, on-prem/on cloud deployment of open architectures., • You’re all about the customer, and you’ll engage and captivate audiences of all sizes with an innate ability to simplify intricate concepts., • Ability to travel across North America (25 – 40%) depending on customer needs and location; and, • Boast domain expertise across various realms of financial services (Risk, Anti-Financial Crime, Anti-fraud, AML, KYC, CRM) or in more general data management concepts (data quality, data warehousing, data fabric, etc.) Nice to have: • Experience working with scale-up companies; and, • Experience to Quantexa’s partner ecosystem (AWS, Azure, GCP, Databricks, Elasticsearch). Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: • Competitive base salary of $155-175k, • Company bonus, • 100% 401K match up to 5%, • Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being, • Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care, • Competitive annual leave, parental leave, PTO, and observed holidays

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

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 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 About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: As the Director of Strategic Growth, you will directly manage and develop Savvy’s team of Strategic Growth Managers, ensuring they consistently perform at a high level and achieve revenue goals. You will partner closely with the Chief Growth Officer to set the tone for the team, establish sales strategy, and define the culture of the Strategic Growth organization. This role requires a proven people leader who excels at both operational execution and long-term strategy. You will coach team members, refine playbooks, manage pipeline health, and serve as a trusted advisor to leadership on revenue-driving initiatives. Responsibilities: Team Management & Development: * Directly manage, coach, and support a team of Strategic Growth Managers to achieve and exceed individual and team targets. * Partner with the Chief Growth Officer to set performance expectations, drive accountability, and establish a culture of excellence. * Recruit, hire, and retain top talent while creating career development opportunities for the team. * Conduct regular 1:1s, pipeline reviews, and performance check-ins, ensuring the team is consistently improving and motivated. Sales Strategy & Execution: * Work with the Chief Growth Officer to define and refine sales strategy, territory allocation, and team priorities. * Own team-level revenue forecasts and provide visibility to executive leadership. * Ensure effective adoption of sales playbooks, processes, and tools to drive consistency across the team. * Step in to support Strategic Growth Managers on complex or high-value negotiations as needed. * Excels at creative negotiating & deal making as a requirement Cross-functional Leadership: * Serve as a bridge between the Strategic Growth team and executive leadership, ensuring alignment on goals and market feedback. * Partner with marketing and SDR leadership to optimize lead generation, prospect engagement, and conversion rates. * Collaborate with product and operations teams to provide insights from the field and shape future offerings. Must Have: * 5+ years of experience successfully managing and scaling high-performing sales teams. * Demonstrated ability to hire, develop, and retain top-performing sales talent. * Track record of leading teams in a fast-paced, high-growth environment (startup or equivalent). * Strong history of exceeding revenue targets with deal sizes of $200k–$1M+. * Expertise in executive-level sales and complex deal negotiation. * High emotional intelligence and proven ability to balance coaching with accountability. Nice to Have: * Background in Financial Advisory / Wealth Management (RIA, broker-dealer, or equivalent). * Experience with sales enablement and recruiting models in platform or marketplace businesses. * Proficiency with sales technology (CRM, Gong, Apollo, etc.). Qualities: * Hands-On Manager: Actively manages the team’s day-to-day while setting clear goals and standards. * Strategic Partner: Works closely with the Chief Growth Officer to shape strategy, culture, and growth priorities. * People Developer: Invests in coaching and empowering others to achieve their full potential. * Operational Leader: Brings rigor to pipeline management, forecasting, and performance tracking. * Culture Builder: Creates an environment of collaboration, accountability, and ambition. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $350K

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. 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 DescriptioneDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionWe are seeking a dynamic Capital Markets team member, preferably with a background in investment banking or equity research, to build, and execute, a best-in-class capital markets strategy. This role will be the primary liaison to analysts and investors, while also serving as a trusted advisor to senior leadership on how Wall Street views our strategy, pipeline, and financial performance. The successful candidate thrives at the intersection of finance, science, and storytelling, translating complex clinical and operational data into compelling investor-ready narratives that resonate with institutional investors and analysts. Primary Responsibilities • In partnership with Lexeo leadership, build a world-class capital markets program, overseeing all messaging, external communications, and investor engagement strategy, • Partner with the CEO, CFO, and senior leadership on quarterly earnings, roadshows, analyst days, and capital markets initiatives, • Coordinate preparation of investor-facing materials: earning scripts, Q&A prep, press releases and corporate presentations, • Serve as a spokesperson for the company with institutional investors and analysts, • Monitor sell-side coverage, investor sentiment, peer activity, and sector dynamics to anticipate market reactions, • Build and maintain sophisticated financial models, comps, and valuation scenarios to inform both investor messaging and internal decision-making, • Provide leadership with insights into market opportunities, risks, and investor priorities., • Prepare and/or deliver investor-informed readouts of clinical, operational, and R&D data to executives and the Board., • Advise internal teams on framing pipeline milestones, trial timelines, and value drivers for Wall Street., • Partner with leadership to refine pipeline and corporate strategy through the lens of investor expectations., • Coordinate quarterly earnings process end-to-end, including script, deck, Q&A prep, and messaging, • Manage investor conferences, non-deal roadshows, analyst days, and targeted outreach programs, • Ensure all external communications comply with SEC and regulatory requirements, • Conduct benchmarking of peers’ pipelines, valuation frameworks, and investor narratives., • Translate insights into actionable recommendations for internal strategy and external messaging Required Skills & Qualifications, • Bachelor’s degree in finance, economics, business, or life sciences required; MBA or CFA strongly preferred. Medical or scientific background a plus., • 7-10 years in capital markets, investor relations, equity research, investment banking, or corporate strategy, • Biotech/pharma experience preferred; must demonstrate ability to interpret and communicate complex clinical data, • Proven track record of direct engagement with institutional investors, analysts and capital markets stakeholders, • Strong financial modeling, valuation, and market analysis expertise