Financial advisor jobs in Union City, New Jersey - Page 2Crear alertas

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview The Principal of StepStone Real Estate (SRE) will play a critical role in building and servicing discretionary and advisory client relationships in a highly collaborative, team-oriented, technology-forward environment. The role sits within our Manager Research team, which is responsible for covering primary fund investments, client service for discretionary accounts that are wholistic or primaries oriented, and the firm's outstanding advisory practice The candidate must have training and experience in top-down construction of real estate portfolios, including consideration of client goals and constraints as well as tactical market opportunities and the ability to effectively discuss strategies. The role is principally oriented towards commingled fund investments and will involve manager coverage and oversight of investment evaluations including Fund Summaries, Investment Committee memos and other ad hoc materials as needed. The candidate will also hold a senior role on client accounts that will involve making portfolio construction and investment recommendations to clients and SRE's internal committees. Essential Job Functions: Client coverage manager, where success includes earning the role of trusted advisor and executing well. This involves application of both top-down portfolio construction and bottom-up investment selection with the goal of delivering portfolios that meet client goals and deliver outperformance. There is a formal portfolio planning framework, and the candidate is welcome to assist in improving this process over time. Responsibilities include delivering highly responsive, prompt and accurate client service, guiding and educating clients effectively, client onboarding, leveraging specialty skills across StepStone as needed, and managing supporting resources and team. • New business development – The primary role is to work with the client prospect to build the relationship, develop confidence in SRE and convert opportunities., • This will include:, • discussion of investment approach and tailoring a client-oriented strategy, often in considerable detail with models, as needed, in a client-centered process., • effective verbal communication both formal and informal,, • delivering a range of written materials from tight presentation decks to winning rfps., • working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team., • converting networks and market presence into sourcing opportunities. This is a growth area, not a requirement and would supplement the efforts of a dedicated business development (BD) team, SRE partners and others., • Team building, • Key role in building and maintaining a collaborative, connected and vibrant culture in the NY research team, with good connectivity across shared functions within the global Manager Research team, • Training, managing and motivating junior team members across multiple levels, • Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The candidate is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job, and the role includes ensuring fund materials, notes and other relevant materials are regularly input to SPI., • In collaboration with a data gathering systems, team and processes, the candidate will support gathering, verification and use of a growing asset-level performance database. The candidate has the opportunity to shape the uses of this exciting new source of information as it builds over time., • Contribute to House Views, including reporting trends observed from client and GP interaction. Over time, a person successful in this role will increasingly be involved in broader top down exposure recommendations including the generic recommendations in the House Views., • BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience;, • Top-down portfolio construction experience, • Developed investment judgment with demonstrable understanding of risk/reward, • Strong client communication and relationship-building skills and experience, • Exceptional business writing, • Detail-oriented, • Commitment to learning and continuous improvement of tools and practices, • Ability to thrive in a deadline-oriented environment, emphasizing timely and accurate client deliverables, • Willingness to work a flexible schedule, • Willingness to travel, • High level of confidentiality, • Commitment to learning, • Possess an accreditation like a CFA, MBA, CPA, or CAIA The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This role, within the Business Development team, is critical to accelerating our product strategy and commercial objectives by bringing new integrated capabilities to market. As the Solutions Partner Manager, you will own the strategy and execution of our integration roadmap with our Strategic Partners, including the translation of commercial opportunities into tangible product development initiatives. You will act as the primary interface between partner's Product and Operational leaders and Pontera's Engineering, Product, and Business Development teams, managing complex projects end-to-end. We are looking for a solutions-driven leader who can bring best-in-class project management, technical proficiency, and strategic thinking to unlock opportunities with the largest Wealth Management Technology platforms, Custodians, and TAMPs and accelerate Pontera's growth. RESPONSIBILITIES • Project Management (PMO): Serve as the central Project Management Office (PMO) for complex, strategic integrations. This includes overseeing the full implementation cycle from conception through to launch, and managing timelines, risks, and cross-functional dependencies across R&D, GTM, and Product teams., • Solutions Architecture: Lead deep scoping and solutioning discussions with partner Product, Engineering, and Implementation teams. This involves defining clear technical requirements, conducting appropriate handoffs with R&D and Product, and routinely engaging with key customers to gather feedback on integration needs., • Roadmap & Prioritization: Own and manage the integration roadmap in close collaboration with the Director of Strategic Partnerships and Director of R&D. Prioritize development based on commercial value, technical feasibility, and alignment with partnership strategy. Additionally, implement internal processes that allow us to source, prioritize, and execute on customer and internal feedback related to our integrations., • Relationship Management & GTM: Build and maintain relationships and open lines of communication with partners' technical teams, including Product, Engineering, Implementation, and Data Operations leadership. Develop comprehensive collateral, user guides, and other integration-focused content in collaboration with external stakeholders and Product Marketing to drive adoption.REQUIREMENTS, • 7+ years of experience in an Integrations, Technology Partnerships, PMO, or Product Management role within FinTech, WealthTech, or high-growth SaaS., • Highly solutions-oriented with a track record of translating ambiguous commercial needs into defined technical specifications., • Exceptional communication skills, capable of bridging complex technical concepts for Executive, Commercial, and Engineering audiences., • Deep understanding of API integrations, data structures, and the software development lifecycle, as well as a strong handle of enterprise SaaS business models and GTM motions., • Proven expertise in project management and the ability to serve as a PMO for external-facing initiatives.WHAT WE OFFER, • Compensation: $180,000 to $200,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Why Join the HWP Group? Health & Wellness Partners, LLC (HWP), is a medical and scientific communications agency that collaborates with life science industry stakeholders to develop award-winning solutions that advance patient care and transforms scientific content into compelling live and virtual user experiences through digital platforms, congress engagement, and more. We bring clients, providers, and patients outstanding educational programming paired with innovative digital and interactive dissemination vehicles. We are committed to making a difference in health care and in the lives of our team members. We aim to provide every employee with a job they love in a culture focused on career growth, well-being, and community outreach. We have been recognized as both an MM&M Best Place to Work and an Inc. Best Workplace. For more information, visit thehwpgroup.com. What You Need to Know We’re looking to add a VP Strategy Director to our Strategy Team. The VP Strategy Director will be responsible for developing and executing strategic plans that establish HWP as a trusted thought partner in ongoing projects and brand planning, drive business growth through organic client engagement, strategic account management, and application of the HWP Group sales playbook. This role will focus on identifying opportunities to expand existing accounts, enhance client relationships, and ensure that our strategies align with our clients' overall business objectives. What You’ll Do This position will be accountable to the SVP Strategy Lead. In addition, this role will: Strategic Planning • Develop strategic plans to drive organic growth across key client accounts, • Conduct market and competitive analyses to uncover growth opportunities and inform strategic direction, • Collaborate with cross-functional teams to align strategies and integrate company offerings across clients, • Lead strategic initiatives for key client accounts, ensuring satisfaction and long-term relationship growth, • Develop and oversee strategic content, including meeting agendas, slide decks, and advisor recommendations, for client programs and advisory boards, • Facilitate client strategy sessions, advisory boards, and workshops, collaborating with the Sci Med team to develop post-meeting debriefs and actionable recommendations, • Partner with account teams on strategic updates and monitor financial performance with Account Leads/Directors, implementing action plans to address challenges Business Development • Lead annual brand and business planning for assigned clients, • Identify and pursue opportunities for organic growth and expansion within existing accounts and customer segments, • Lead proposals, pitches, and RFP processes for new and expanded client initiatives Strategic Analysis • Define and track KPIs related to account growth, financial performance, and client engagement, • Analyze account performance data to guide strategic decisions and continuous improvement, • Report regularly to senior leadership on progress, insights, and opportunities from strategic initiatives Client Engagement • Serve as a trusted strategic advisor, facilitating ongoing strategy sessions with clients to review objectives, progress, and future opportunities, • Ensure exceptional client service across all touchpoints, fostering long-term partnerships and value What You’ll Have • BA in Marketing, Business Communications or a related field, • 8-10+ years of experience, preferably within the pharmaceutical or biotech industries, • Strong analytical and strategic thinking capabilities, • Proficiency in market research, competitive analysis and strategic planning, • Excellent communication, presentation and interpersonal skills, • Ability to lead and collaborate with cross-functional teams, • Advanced financial acumen with the ability to analyze account performance and develop action plans., • Demonstrated ability to lead a strategy team and drive strategic initiatives, • A deep understanding of client needs and the ability to translate those needs into actionable strategies, • Proven track record in identifying and pursuing business growth opportunities, • Ability to make data-driven decisions and provide strategic direction based on analysis, • Strong ability to build and maintain long-term relationships with clients and internal stakeholders What We Offer • Immediate eligibility for all benefits, including medical, dental, vision, group term life, short-term and long-term disability, • Benefits 100% company paid, • 401k plan employer matching contributions, • Eligibility for company sponsored incentive plans, • Generous PTO, including a week off in December for the holidays, • Paid volunteer time off, • Tuition reimbursement, • On-site gym and other employee wellness initiatives, • Employee Assistance Program, • Comp pay or comp time for onsite weekend work, • Availability of cell-phone stipends, based on business need, • Leadership development training program and other career development programs, • Remote and hybrid work schedule options, • Salary range: $170,000 – $185,000 annually. Note: Actual salary will depend on background and experience. M/F/D/V Please note, we will only respond to candidates we deem qualified

Job Description Stuut is transforming accounts receivable for B2B companies—making collections smarter and faster for companies that have historically relied on manual processes that are labor intensive and costly. Our platform is gaining traction with finance teams across industrials, chemicals, and manufacturing sectors from Fortune 10 brands to scaling midmarkets. We're backed by top-tier investors including a16z, Khosla, Activant, 1984 Ventures and Page One. The Role We’re hiring an AI Engagement Manager to lead and expand relationships with Stuut’s most strategic enterprise customers. In this role, you’ll partner with large, complex organizations to deploy Stuut’s AI-powered cash flow automation platform at scale—driving operational transformation, accelerating collections, and improving enterprise-wide financial visibility. This is a senior, customer-facing role for someone who thrives in enterprise environments where success requires executive alignment, cross-functional coordination, and disciplined execution. You’ll guide customers through multi-stakeholder implementations, oversee adoption of advanced AI capabilities, and serve as a long-term strategic advisor. You’ll work closely with Product, Engineering, Forward Deploy, and Sales to ensure enterprise-grade delivery, influence product direction, and drive measurable, board-level outcomes—without needing to be the primary technical lead. What You’ll Do * Own executive-level relationships with a portfolio of Stuut’s largest and most complex enterprise customers. * Guide customers through large-scale implementations and rollouts, ensuring alignment across finance, IT, operations, and leadership. * Partner with customers to redesign AR workflows and decision-making by embedding AI into core enterprise processes. * Coordinate with internal teams (Engineering, Product, and Forward Deploy) to manage integrations, dependencies, and implementation milestones. * Drive adoption of new AI capabilities across distributed teams and business units. * Develop outcome-oriented account plans focused on measurable ROI, risk reduction, and long-term expansion. * Lead data-driven conversations that connect AI performance to enterprise financial outcomes and strategic objectives. * Support change management efforts, helping enterprise teams adopt new workflows and operating models. * Surface structured customer feedback to inform roadmap prioritization and enterprise readiness. * Partner with Sales on renewals, expansions, and multi-year enterprise contracts. * Act as the internal advocate for enterprise customers, ensuring delivery quality, alignment, and long-term value realization. You Might Be a Fit If You… * Have 7+ years of experience in enterprise Account Management, Customer Success, Consulting, or client strategy roles within SaaS, fintech, automation, or AI-driven platforms. * Have managed complex, multi-stakeholder enterprise accounts with long sales cycles and high contract values. * Are comfortable engaging and advising senior executives (CFO, VP Finance, Head of Shared Services, IT leadership). * Understand enterprise implementations and integrations (ERPs, APIs, data pipelines, security considerations). * Bring a structured, analytical approach to tying technology adoption to financial and operational KPIs. * Are energized by enterprise-scale AI transformation and its real-world business impact. * Thrive in high-growth startup environments where you help define enterprise playbooks, not just execute them. * Bring strong ownership, sound judgment, and a bias toward clarity and execution in complex environments. Compensation * Top-of-market salary and equity package * Benefits (for U.S.-based full-time employees) * Medical, dental & vision insurance coverage for you * 401(k) & Match * Equity * Flexible PTO * Parental Leave Compensation Range: $240K - $270K

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 DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Associate, CRE Originations will support the Torchlight Originations Team, which is responsible for originating the private real estate debt and equity investments in Torchlight’s fund businesses, which includes in office, retail, multifamily, hospitality, and industrial asset classes throughout the U.S. This role will be responsible for assisting with all aspects of originating and structuring complex commercial real estate investments; including stretch senior mortgages, mezzanine loans, preferred equity, distressed debt and common equity, and will take investments from initial inquiry through term sheet. Torchlight Investors – The firm is an SEC registered investment advisor with over $5.9 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $30 billion in its funds and separate accounts. For additional information please visit Key Responsibilities • Collaborate closely with senior team members on a wide variety of financing transactions;, • Conduct real estate valuation and financial analysis, including modeling property and portfolio cashflows in Excel and ARGUS;, • Conduct market research and analysis to support underwriting assumptions and investment strategies;, • Develop market insights and effectively present to senior team members;, • Analyze and complete underwriting property-level operating history and financial statements to assess performance;, • Prepare presentations and investment memoranda, evaluate investment structures, identify strengths and risks, assess market dynamics, and project investment returns; and, • Perform ad-hoc financial analyses, including special projects, at the request of management. Professional Experience, • A minimum of 3-7 years of relevant experience in real estate investment banking, private equity, or related fields, with a strong preference for asset-level underwriting experience., • Proficiency in Excel, experience with Argus is highly desirable., • Strong presentation skills.Education/Certification, • Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics or a related field.Essential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: A strong interest in commercial real estate and finance/investment along with proven excellence in prior roles. Advanced financial modeling expertise with experience modeling commercial real estate (CRE) assets and capital structures. Broad knowledge of multiple property types and market dynamics., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.Travel Requirements, • Travel to asset and client sites required on an as-needed basis; approximately 1-2 times per month depending on deal list. Position Details, • Classification: Exempt, • Position Status: Regular, Full Time, • Reports To: Managing Director, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk., • Must be able to sit at an office workstation for an extended period of time., • May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

Job Description Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own career while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection-first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve the clients. RECENT AWARDS AND ACCOLADES: • We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders, • We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years, • We ranked 72ndon the prestigious Fortune 500 list for 2022. BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of the Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. PERKS AT A GLANCE: • Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY., • Flexibility - Can set your own schedule as you become more established and achieve work/life balance, • Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally, • Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people, building a diverse team and an inspiring, inclusive workplace where everyone can be and do their best every day. COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed-salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you want to make and pursue it through sales and client services. • Potential for Growth Opportunities, • Sponsorship of Licensing/Credentialing, • Subsidized Training during your first two years, • Competitive Medical Coverage, • 401(k) and a Pension Plan3 for qualified individuals, • Group Life and Disability Income Insurance, • Subsidized Training during your first two years, • Competitive Medical Coverage Education: Bachelor’s degree (Preferred) Job Type: Full-time Ability to Commute: New York, NY 10007 (Required) Compensation: $116,000 Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors, • Serve as a collaborative team player willing to further development through continued training opportunities, • Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs, • Provide sound financial guidance and recommendations for product solutions and services to help clients achieve financial goalsQualifications:, • Coachable Sales experience is a must, • Self-Disciplined Values of integrity and honesty, • Excellent communicator and relationship builder, • Ability to work independently with a go-getter mindset, • Life and health license is preferred, • Willingness to acquire Series FINRA SIE (Securities Industry Essentials), Series 6/7, and 63, • Previous experience in sales, banking, financing, or other related fields is preferredAbout Company Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses, • Three highly-skilled teams providing advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group is for qualifying agents who pay a monthly subscription fee., • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs.

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? Vestwell is seeking a proactive and strategic Senior Partnership Channel Marketing Associate to lead go-to-market strategy and execution for our key channel partner channels, such as State Savings programs and Workplace Savings solutions. You will work directly with state partners to plan launches, drive engagement, and sustain ongoing growth across employer and saver audiences. You will develop the GTM strategy, orchestrate cross-functional execution, and, when appropriate, manage external agencies to deliver scalable, compliant, and measurable marketing programs in a regulated environment. You thrive in fast-paced settings, balance creativity with analytical rigor, and excel at relationship management with public-sector partners and internal stakeholders. You're a hands-on doer and a strategic thinker with exceptional project management skills. What Will You Be Doing? • Build and own the end-to-end GTM plan for new and existing state programs, from pre-launch readiness through ongoing growth, including positioning, messaging, channel mix, timelines, and success metrics., • Partner closely with state agencies to develop compliant, co-branded campaigns and assets; manage review/approval workflows, accessibility requirements, and brand standards., • Drive demand and engagement across the full funnel: awareness, consideration, registration/enrollment, funding, and retention; design and execute lifecycle programs for employers and savers., • Lead integrated campaigns across paid, owned, and earned channels; coordinate with PR/Comms, events, content, and digital teams to maximize reach and consistency., • Oversee external agencies as needed (creative, media, research); define scopes, timelines, deliverables, budgets, and performance targets; ensure on-time, on-budget execution., • Enable partner and internal teams with toolkits and playbooks (GTM briefs, messaging frameworks, FAQs, decks, landing pages, email journeys, webinars, field collateral)., • Establish KPIs and dashboards; track funnel health and program ROI; run performance reviews and QBRs with partners; implement test-and-learn optimizations., • Collaborate cross-functionally with Sales, Growth, Client Success, Product, Analytics, Compliance, Legal, and Operations to ensure operational readiness and coordinated execution., • Manage program calendars, workbacks, and risks; communicate status and results to executives and partners with clarity and consistency. The Necessities: • Minimum 2-3 years of experience in partner, product, or demand marketing, ideally in financial services/fintech or a regulated category; experience with public-sector or state programs is a strong plus., • Demonstrated success building and executing GTM plans with external partners, including managing agency workstreams and complex approvals., • Strong relationship-management skills with public-sector partners and senior internal stakeholders; confident presenter and trusted advisor., • Proven project management excellence; skilled at prioritizing multiple concurrent programs and driving alignment across cross-functional teams., • Data-driven mindset with hands-on experience setting KPIs, building dashboards, and optimizing campaigns; proficiency with analytics and A/B testing., • Working knowledge of CRM and marketing automation (e.g., Salesforce, HubSpot) and collaboration/PM tools (e.g., Asana, Jira, Google Workspace)., • Comfort operating in a highly regulated environment; familiarity with accessibility standards and government brand/compliance reviews., • Exceptional written, verbal, and presentation skills; crisp brief-writing and stakeholder updates., • Experience marketing retirement, 529, HSA, or adjacent financial products., • Prior work with state agencies or public-sector communications., • Experience building lifecycle programs for both B2B (employer) and B2C (saver) audiences. The expected base salary range for this position is $80K - $95K. 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, Austin, King of Prussia, and Phoenix offices, 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 Director, Corporate Strategy - M&A to join our Corporate Strategy team. 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: As a Senior Director, Corporate Strategy, you will play a critical role in shaping Oscar's corporate strategy, determining the course the company will take to maximize enterprise value and growth in a way that is aligned with the mission of the company. You will leverage your expertise in strategic finance and business development to evaluate and complete major initiatives, including M&A, partnerships, and other cross-functional strategic projects. This position is perfect for a strategic leader who excels at building robust business cases and translating strategies into outcomes. You will report into the Vice President, Corporate Strategy. Work Location: This position is based in our New York City 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: $232,000 - $304,500 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Lead Strategic Evaluation: Drive the analysis of inorganic growth opportunities—including M&A, partnerships, and investments— informed by the company's long-term corporate strategy., • Develop Strategic Frameworks: Create and apply analytical frameworks to assess new markets and potential targets, rigorously evaluating their alignment with our long-term vision and competitive advantages., • Author Strategic Recommendations: Build and present compelling business cases for major initiatives to the executive team, grounded in deep market analysis and a clear strategic rationale., • Support Corporate Governance: Prepare analyses and strategic content to inform and support key governance forums, covering both operational and strategic initiatives., • Analyze Market Landscapes: Conduct in-depth research on market trends, competitive dynamics, and emerging technologies to proactively identify and prioritize strategic opportunities., • Shape the Integration Strategy: Define the pre-deal integration thesis and, post-close, act as a strategic advisor to functional teams to ensure their integration priorities align with the deal's original objectives., • Gather Market Intelligence: Cultivate a network of industry experts, advisors, and thought leaders to gather intelligence and sharpen our perspective on the evolving business landscape., • Compliance with all applicable laws., • Bachelor's degree in Finance, Economics, or a related field., • 12+ years of experience in a corporate strategy, strategic finance, banking or similar strategic role within the healthcare industry., • Demonstrated experience in developing complex business cases and financial models to support major corporate decisions., • MBA or Master's degree in a finance-related discipline from a top-tier program., • Proven track record of successfully guiding organizations through significant strategic transactions and growth initiatives. This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. 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. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. 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. 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 Privacy Policy.

Job Description Company Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. Job Description Curinos is seeking a Strategy and Analytics Director to support growth and development of the Digital business. This is a highly visible, client-facing role requires top-notch presentation and communication skills, strong executive presence, and keen strategic intuition. They will play a leadership role in scoping, implementing, and managing productive client sales and engagements. The Director will also support the General Manager - Digital in creating, designing, and driving new product and methodologies for analyzing existing data sets and building new digital data sets with client participation. They will be hands on in driving key product, data, and insight workstreams which support product development and business growth. Curinos operates in a hybrid/remote model, and this position is fully remote in the United States or hybrid in the Greater New York, Boston or Chicago metropolitan Responsibilities • Fully engage, coordinate, and manage senior client relationships and engagements from a digital team communication and delivery point of view, working in conjunction with sales, client success, and analyst colleagues, • Build impactful client relationships by engaging in the sales and proposal cycle, along with delivering key senior level presentations, • Translate and deliver impactful and actionable insights based on data-driven methodology, • Be a senior subject matter expert for Digital products and servicing solutions to support product and business development, acting as a trusted advisor for clients, • Structure and build key artifacts for proposals (e.g., pitch work, sales content) and GTM efforts along with product development initiatives, • Gain understanding of clients’ strategic and tactical business problems to drive product development and build business cases to reflect market and client needs, • Gain client buy-in and participation for new growth products, • Engage with multiple internal and client stakeholders to advance their knowledge of our digital products for cross and upsell, • Collaborate with multiple internal stakeholders (product, UX, data, etc.) to drive product development and build, • Effectively manage and mentor analyst team on a day-to-day basis. Base Salary Range: $130,000-$140,000 (plus Bonus) Desired Skills & Expertise • 5+ years of experience in Retail Banking, Strategy Consulting, Financial Services, and/or Business Intelligence, User / Market Research (experience in Digital Banking preferred), • Bachelor’s Degree required, • Proven track record of client management and direct client interaction, • Strong understanding of user experience, banking apps, digital transformation, and SaaS platforms preferred, • Strong storytelling, data visualization, and presentation skills, • Hands-on experience in investigating quantitative data to produce analysis and insights, • Eye for detail and design with hands-on experience to translate stories into effective presentations and documentation tailored to specific audiences, • Commercial knowledge and numeracy, with strong working knowledge of financial and investment projections being an added bonus, • Experience managing and mentoring team members, • Agility to move between strategic thinking and detailed implementation, • Highly organized, applying workflow and organizational tools for communication and documentation, • Bonus points: Experience with Excel, SQL, R or Python and statistical analysis packages, • Ability to travel as needed for client meetings; can range depending on engagement but will most likely be ~10% Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description Vice President, Business Development & Hotel Acquisitions SUMMARY: Vice President, Business Development & Hotel Acquisitions will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

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 $160-190k, • 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

Job DescriptionSenior eDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated Senior 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 DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to accomplish their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description We are seeking a visionary VP - Head of Data and Advertising Solutions to lead Experian’s strategy and execution across data, technology, and advertising ecosystems. This executive will shape Experian’s role in addressable media and data collaboration, aligning data strategy, platform activation, analytics, and client solutions to deliver measurable impact for partners and clients. The ideal candidate combines deep expertise in programmatic advertising, data-driven marketing, and advanced analytics with exceptional leadership skills and a proven ability to lead cross-functional teams. Success in this role will be measured by revenue growth, operational efficiency, and client satisfaction, as well as the ability to innovate and adapt in a rapidly evolving ecosystem. Key Responsibilities: Strategic Leadership * Define and execute a comprehensive data strategy aligned with product, technology and client service team organizational goals, and market trends. * Shape Experian’s position in the evolving addressable media and data collaboration ecosystem, providing thought leadership on data curation, supply-side trading, and managed service proposals/RFPs. * Drive go-to-market strategies, ensuring seamless product launches and platform adoption. * Partner with executive leadership to prioritize initiatives that strengthen Experian’s data assets, platform execution and capabilities and strategic partnerships. Data Strategy & Activation * Develop and oversee implementation of data-driven activation plans that maximize performance and enablement across DSPs, SSPs, and social platforms. * Establish constantly evolving standards for data curation, taxonomy governance, and identity resolution to enhance accuracy, transparency, and interoperability. * Oversee execution of best practices for the campaign curation lifecycle including presales, activation / optimization, and post-campaign reviews including partner/segment selection, campaign solution design, pre/post campaign content development for client deliverables and budget recommendations for renewals. * Collaborate with product and technology teams to evolve Experian’s data pipelines, ensuring scalability, automation and privacy compliance. Operational Excellence * Drive operational efficiency by designing processes and tooling that support consistency, transparency, and scalability across global data and activation workflows. * Champion continuous improvement through automation, workflow optimization, and stronger cross-functional collaboration. * Integrate AI-driven systems using internal and external tools to automate repetitive tasks in execution, accelerate analysis and generally improve efficiency. * Implement frameworks to measure performance, quality, and partner engagement, ensuring all systems and operations adhere to Experian’s data governance standards. Team Leadership * Lead and inspire global teams across Data Strategy, Trading & Curation, Account Intelligence, and Business Intelligence. * Build high-performing teams that leverage AI and automation to streamline workflows, improve decision-making, and enhance delivery consistency. * Serve as the escalation point for performance challenges and provide hands-on support when needed. * Lead strategic initiatives across the company, partnering with Sales, Product, Technology, and Go-To-Market teams. * Foster a culture of innovation, collaboration, accountability, and technical excellence where teams proactively identify opportunities to apply AI to increase efficiency and impact. * Partner with executive leadership and HR to evolve organizational design, skill development and future capabilities. Business Intelligence & Analytics * Oversee analytical frameworks to present weekly updates on executive calls, including performance and ecosystem trends, forecasts, and actionable insights. * Leverage analytics to inform data strategy decisions, product enhancements, and partnership prioritization. * Drive transparent data insights on pricing and performance strategies across all business units to inform executive-level planning and partner engagement. Client / Partner Support & Service Excellence * Partner closely with Sales and Client Success teams to deliver exceptional client experiences. * Act as a strategic advisor and curation subject-matter-expert to clients and key partners, ensuring alignment between their objectives and our data and curation solutions. * Collaborate with platform partners to co-develop new capabilities, improve interoperability, and ensure mutual value creation. * Proactively resolve operational challenges and provide consultative support during onboarding and campaign execution. * Establish best practices for client communication, reporting, and performance transparency. * Work closely with partners to explore opportunities and drive joint strategic initiatives with shared success metrics Continuous Improvement * Drive operational excellence across all functions, leveraging automation and advanced analytics. * Continuously evaluate emerging technologies, including AI and machine learning to optimize business operations and team productivity. * Champion innovation by piloting and operationalizing new tools, methodologies, and frameworks to enhance performance. Qualifications * 10+ years of experience in AdTech, programmatic trading, data strategy, or related fields. * Proven track record of leading large, cross-functional teams and delivering measurable business impact. * Deep understanding of the AdTech ecosystem, including DSPs, SSPs, DMPs, social platforms, and ad-serving technologies. * Strong analytical, problem-solving, and communication skills with executive-level presence. * Ability to thrive in a fast-paced, dynamic environment and adapt to market changes. * Passionate desire to drive change within the ecosystem and lead the market. Additional Information Benefits/Perks: • Great compensation package and bonus plan, • Core benefits including medical, dental, vision, and matching 401K, • Flexible work environment, ability to work remote, hybrid or in-office, • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

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 DescriptionOverview: The Strategic Sourcing Specialist plays a key role in managing the full lifecycle of sourcing activities across designated commodities. This position focuses on executing sourcing initiatives that align with organizational goals, analyzing procurement data, and fostering supplier relationships to drive cost efficiencies and operational improvements.Key Responsibilities: Sourcing Strategy & Planning: • Design and implement sourcing approaches that support business objectives, budget constraints, and operational needs while mitigating risk., • Utilize spend analysis, stakeholder feedback, and supplier market insights to shape sourcing strategies., • Conduct comprehensive spend reviews across various organizational levels to uncover savings opportunities and identify overlapping purchases., • Research market trends and emerging technologies to inform sourcing decisions., • Develop negotiation frameworks and secure agreements with favorable terms.Sourcing Execution & Oversight:, • Lead RFx processes and coordinate sourcing events from initiation to completion., • Collaborate with internal teams to negotiate and finalize contracts that reflect strategic sourcing goals., • Draft and manage contract terms that reduce institutional risk and align with service expectations and scope of work., • Prepare and circulate contract documentation for approval., • Evaluate potential suppliers for capability, financial health, and market reputation., • Determine the most effective supplier selection methods for new sourcing opportunities., • Facilitate cross-functional collaboration between suppliers and internal departments.Stakeholder Engagement:, • Build strong relationships with internal clients through regular meetings to understand evolving procurement needs., • Serve as a trusted advisor and problem solver within the organization.Supplier Management:, • Gain insight into supplier offerings and future innovations that may impact pricing and contract terms., • Collect performance data to inform future sourcing decisions and supplier evaluations.Professional Growth:, • 4–7 years of experience in strategic sourcing or procurement., • Proven ability to manage projects, define deliverables, and meet critical milestones., • Strong contract negotiation and supplier engagement skills., • Experience leading sourcing initiatives and cross-functional meetings with stakeholders and vendors.Preferred Skills & Experience:, • Background in healthcare procurement is highly desirable.Education:, • Required: Bachelor’s degree in Business, Finance, or a related field. fyXYvX4QAQ

Job Description About the Company We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible. Pawlicy Advisor is a fast-growing, venture-backed startup focused on helping pet owners around the country find the right health products for their pets, starting with pet health insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Our pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. We also save pet owners money by analyzing pricing differences and premium increases over the lifetime of an animal. We market to pet parents through a number of channels, but the partners we value the most are veterinarians. Vets love pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but vets don’t know what providers to recommend and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation. About the Role Pawlicy Advisor is seeking a Head of Finance to own all Finance and Accounting. You will serve as a key operating partner to the CEO as well as other company leaders of this growing and profitable business. You will report directly to the CEO, and build a small, high-caliber team of up to two direct reports immediately. Location: New York City (full time position, in-office required with the CEO four days per week) ResponsibilitiesFinance, Accounting, and Control • Own the full finance stack: accounting, FP&A, controllership, AP, and treasury, • Build and manage a lean internal team (up to two immediate hires) and oversee outsourced finance contractors as you bring capabilities in-house, • Ensure a timely, accurate monthly close and maintain GAAP-compliant financials, • Maintain and refine the chart of accounts; align Brex coding and other systems with the GL, • Oversee AR and AP, vendor payments, and billing processes, including partnership revenue programs in collaboration with Product and Marketing, • Oversee payroll and incentive planning in coordination with HR, • Manage tax preparation and filings with external tax firms; ensure federal, state, and local complianceOperating Model, FP&A, and Reporting, • Own the company operating model: three-statement forecasting and budget, • Proactively identify, evaluate, and recommend capital allocation opportunities, • Lead financial scenario planning and financial performance evaluation for each distribution channel, • Deliver monthly financial packages to the CEO: P&L, cash flow, variance analysis, and clear commentary and recommendations, • Help lead Board slide and supplementary strategic material preparation, preparing actuals vs. budget and key business drivers ahead of each meeting, • Run and maintain LTV/CAC and payback analyses by acquisition channel and by key distribution subsegments, • Maintain recurring revenue models and update the estimated value of recurring book of business, • Support department Heads in understanding and managing their budgets; highlight ROI of initiatives and tradeoffs in real time., • Work with Data team to build financial dashboardsStrategic Finance, Capital, and Partnerships, • Lead scenario planning for growth, profitability, and headcount., • Help lead financial and strategic negotiations with commercial partners, growing key external relationships alongside CEO and Partnerships leader., • Support capital strategy: assess cash flow and analyze and recommend opportunistic equity vs. debt options, covenant implications, and market conditions, • Own the financial workstream for strategic finance conversations: models, data room, and investor materials alongside in-house Counsel; partner with the CEO on investor conversations, • Evaluate strategic partnership and M&A opportunities, including synergy analysis, unit economics impact, and valuation considerations, • Maintain an up-to-date, investor-ready data room and core metrics dashboardHR, Compensation, and People Systems (in partnership with HR), • Own compensation modeling, including geographic and job leveling (cash and equity), • Support Compensation Committee preparations, materials, and calibration, • Maintain the cap table. Ensure Carta is accurate and fully reconciled to closing docs, offer letters, Board approvals, and signed option agreements, • Partner on performance-based bonuses and incentive programs; ensure payouts are accurate, timely, and clearly communicated, • Collaborate on hiring plans, role scoping, and ROI of new hires; pressure-test comp and incentives before job listings launchLegal, Compliance, and Risk Stewardship, • Partner with internal and external counsel on corporate, securities, employment, and commercial matters that intersect with finance, • Help manage company risk posture across financial, legal, competitive, and reputational categories alongside Legal and Operations leaders., • Oversee business registrations and ongoing state and local compliance, especially as it relates to payroll, tax, and operating presence, • Coordinate with insurance counsel and HR Manager on any finance-relevant regulatory workflows (insurance licensing, training records, etc.)., • Ensure business policies, terms and conditions, and employee-facing documents align with our financial and risk posture, • Monitor any debt covenants and keep leadership informed of headroom and riskOperations, Analytics, and Business Performance, • Identify critical issues to and opportunities for achievement of companywide OKRs weekly and bring structured, data-driven recommendations to the CEO and executive team., • Collaborate with Data team to use BI and analytics platforms (e.g., Mixpanel, Tableau) to connect product, marketing, sales, and financial data, • Develop and maintain attribution frameworks and understand how attribution impacts reported performance and investment decisions, • Help lead company-level and departmental OKR achievement with clear metrics, baselines, and tracking, and identification of opportunities for more efficient company execution, • Help design and refine processes that keep the company running cleanly: vendor management, tool selection for finance/ops, and cross-functional workflows What Success Looks Like • You are an exceptional communicator, a leading ClickUp user, and demonstrate high agency in your proactive approach to company strategy execution and daily operations. You don’t just report on financial data – you harness it always for optimizing the speed and execution of OKRs across the team., • The CEO and Board receive concise, accurate, and insightful financial packages that drive decisions, not just report history, and clearly articulate the progress the business is making toward predictable scalability, • Department leaders understand their numbers, trust the data, and make better choices because of you, • The company knows its LTV/CAC and payback, believes the numbers, and uses them to allocate capital, • The hiring plan, budget, and cash runway are always reconciled and forward-looking, not backward-facing, • Human capital decisions are made with consistency, efficiency, and precision, • Strategic opportunities (partnerships, capital raises, M&A) are evaluated quickly with rigorous analysis and clear recommendations Requirements • 10+ years of experience in senior finance role(s) (Director/VP-level and above), • 5+ years serving as finance executive or deputy finance manager (second-in-command or above) at a venture-backed startup, • Proven experience scaling a post-Series A startup, including raising capital for venture-backed startups, • Familiarity with B2B2C go-to-market, • Proven track record of building, managing, and developing a small team, • Deep FP&A and three-statement modeling experience; fluency in scenario analysis, unit economics, and sensitivity modeling, • Hands-on experience with accounting, budgeting, and monthly close, working with or overseeing controllers and external accounting firms, • Strong background in LTV/CAC analytics, payback period analysis, capital allocation, and channel performance measurement, • Experience raising capital for mid-stage venture-backed companies (equity and debt), • Experience collaborating directly with Board members and venture firms, including developing clear Board-level reporting, • Comfort working across HR, legal, and operations topics, even when they fall outside finance, • Strong systems orientation; experience with tools such as QuickBooks Online, Brex, banking platforms, PEOs, Mixpanel, Bill.com (or analogous platforms), • Demonstrated ability to operate with high urgency and ownership, and galvanizing a large team, • Based in the New York City area, with willingness to work in person with the CEO and team at least four days a week in Midtown Manhattan, • Legally authorized to work in the United States without sponsorship How You Work • You are a clear, direct communicator who can distill complexity into simple, actionable narratives, • You have a bias for action and move from analysis to decision and execution very quickly, • You are exceptionally organized, thriving on documenting your work as a means of communicating with and collaborating effectively with colleagues. You believe deeply that digital task management tools are extremely high value-add and require rigorous daily use, • You are comfortable challenging assumptions and being challenged in return, • You uplift others by making the financial picture understandable and useful to non-finance colleagues, • Competitive salary (base $175,000 - $250,000) with performance-related bonus, • Startup equity grants, • Flexible vacation, • Top-tier Health, Dental, Vision insurance, • 401k employer contributions, • The chance to help grow a massive business that will help the veterinary industry thrive If you’re excited to build and run the financial engine of a profitable, mission-driven company—and to act as a true partner to the CEO and executive team—we’d like to talk. You can learn more about us at

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Sales Development team at SmartAsset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at SmartAsset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives. This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. About the Job: Responsibilities: • Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails., • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit., • Scheduling and transitioning pitch calls for Account Executives., • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics., • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively., • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.Key Responsibilities1. Prospecting & Outreach, • Targeted Prospecting: Research and execute on lists of target leads of RIA's (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites., • Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling*, and social selling (LinkedIn). *95% of our appointments come from cold calling., • Value-Based Selling: Quickly identify the prospect's business growth challenges and clearly communicate the value proposition of our platform to generate interest. 2. Lead Qualification • Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit., • Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive., • Objection Handling: Professionally navigate objections related to budget, timing, and perceived value. 3. Pipeline Management • CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM, • Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team., • Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred)., • Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives., • Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels., • Tech-Savvy: Ability to learn complex software and sales tech quickly, • Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. Typical Tech Stack, • CRM: Salesforce, • Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful, • Data/Intel: LinkedIn, Fintrix, Google, • Calling: RingDNA, but other dialer tool experience is helpful Key Performance Indicators (KPIs), • Activity: 150+ dials a day, or 250+ Activity points per day (inclusive of talk time), • Results: 22+ "Sales Qualified Leads" (SQLs) or meetings booked per month., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $60,000 base and up to $80,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionMortgage Advisor (Training Provided) Full-Time | Commission-Based | Licensing (Pre-Employment) & Training Included Job Summary: Are you ready to build a career with uncapped potential? Ark Mortgage is seeking ambitious, driven individuals to join our team as Mortgage Advisors. This is a full-time, commission-based role with no prior experience required. We provide hands-on training, mentorship, and ongoing support. If you’re motivated to succeed and passionate about helping people achieve homeownership, we’ll give you the tools to thrive.Job Responsibilities: • Advise and guide clients through the mortgage process from initial inquiry to closing, providing clear, consistent communication and support at each step, • Assess borrowers’ financial profiles—income, credit, assets, liabilities—to recommend loan products aligned with their goals and qualifications, • Educate clients on mortgage programs, rates, terms, and the homebuying process to support informed decisions, • Conduct consultations to evaluate borrower needs, establish trust, and move qualified leads forward, • Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys, • Maintain a healthy sales pipeline through diligent follow-up using CRM and marketing tools, • Collect and review borrower documentation to ensure file accuracy and completeness in accordance with lending guidelines, • Collaborate with internal processing and underwriting teams to ensure smooth, timely, and compliant loan closings, • Stay current on market trends, lending products, and industry regulations to deliver knowledgeable and relevant advice, • Participate in ongoing training and development to strengthen sales, finance, and product knowledgeQualifications:, • Ability to obtain NMLS license (company provides training and support prior to employment), • Strong drive to succeed in a competitive, performance-based environment, • Passion for helping others and delivering high-quality client experience, • Honesty, accountability, and a strong work ethic, • Financial acumen and ability to learn mortgage products and guidelines, • Excellent communication and interpersonal skills, • Tech-savvy with the ability to manage CRM systems and digital tools, • Community involvement or a desire to actively network and engage locallyWhat We Offer:, • Commission-based compensation with uncapped earning potential, • Best-in-class training in sales and mortgage lending, • Pre-employment NMLS licensing support, • Custom marketing tools and CRM technology, • Strong operational support from processing and underwriting teams, • Sales incentivesArk Mortgage Inc. supports and is committed to equal employment opportunity for all personnel. Ark Mortgage Inc. does not discriminate against applicants or employees because of actual or perceived race, color, religion, creed, national origin, ancestry, citizenship status, alienage, sex/gender, pregnancy, childbirth or related medical condition, sexual orientation, marital status, partnership status, predisposing genetic characteristics, genetic information, protected activity (i.e., opposition to prohibited discrimination or harassment, and participation in proceedings covered by the anti-discrimination statutes), age, uniformed service, veterans status, unemployment status, domestic violence victim status, disability or any other category protected by applicable law. All employment decisions are made on a non-discriminatory basis and in compliance with applicable federal, state and local laws prohibiting discrimination in employment. Ark Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Powered by JazzHR B3OyqfKGK3

Job DescriptionStartup Advisor – Venture Studio & Founder Acceleration Initio Capital – initiocapital.com Location: Remote Type: Part-Time / Flexible Compensation: Equity, Consulting Revenue, Referral Bonuses About Initio Capital Initio Capital (initiocapital.com) is a next-generation venture studio on a mission to democratize venture capital and help founders scale with speed, clarity, and confidence. We partner with early-stage founders and equip them with world-class advisors, proven systems, and access to exclusive venture-backed deal flow. Our platform removes the traditional barriers to high-quality startup advisory work, empowering experienced operators and business leaders to: * Engage with high-potential founders * Earn income through consulting and referrals * Access best-in-class tooling and startup systems * Plug into a powerful network of founders and investors We are opening our platform to seasoned business owners, agency operators, consultants, and fractional leaders who want to support early-stage companies while building meaningful advisory income streams. Role Overview As a Startup Advisor, you will support founders across one or more core functions: ✔ Capital Raising✔ Go-to-Market (GTM)✔ Product Development✔ Recruiting & Talent✔ Back Office Operations You will guide startups through critical 0→1 decisions, help them become investor-ready, and provide hands-on strategic expertise that accelerates growth and improves fundraising outcomes. This role is ideal for experienced operators or agency leaders who want to contribute their expertise to emerging startups—while expanding their network, earning income, and participating in early opportunities. What You’ll Do1. Capital Strategy & Fundraising Readiness * Advise founders on pre-seed and seed fundraising strategy * Review financial models, pitch decks, and investor materials * Coach founders on investor storytelling and deal structuring * Help founders navigate non-dilutive options, lending partners, and venture pathways 2. Go-to-Market & Growth Advisory * Help founders define ICP, positioning, offers, and outbound strategy * Support early customer acquisition and traction activities * Provide frameworks, systems, and tools for consistent GTM execution 3. Product Development Guidance * Assist founders in clarifying MVP scope, roadmap planning, and development cycles * Advise on product-market fit, user feedback loops, and prioritization * Offer technical or product leadership insights (if relevant) 4. Talent, Recruiting, & Organizational Support * Help founders design early hiring plans and sourcing strategies * Provide access to vetted talent networks * Support organizational structure, culture, and onboarding frameworks 5. Back Office & Operational Excellence * Advise on finance, legal, compliance, and administrative workflows * Help founders implement operational systems that support scale * Provide tools and templates that reduce founder bottlenecks Why Join Initio CapitalAccess to Exclusive Venture-Backed Startups Engage with a curated pipeline of high-potential founders in our venture studio ecosystem. A Platform for Earning Income Earn through: * Consulting & fractional roles * Structured advisory engagements * Referral bonuses * Equity opportunities in select startups Best-in-Class Tooling & Systems We equip advisors with the same software, frameworks, templates, and workflows used by leading accelerators and studios—designed to make your advisory work more efficient and more impactful. A Powerful Network Connect with: * Startup founders * Investors and syndicate partners * Operators, engineers, and agency leaders * Other advisors across multiple domains Mission-Driven Community Join a platform committed to democratizing venture capital and expanding access to opportunity for founders globally. Who We’re Looking ForIdeal Background * Business/agency owners * Fractional CRO/COO/CFO/CTO/CMO * Product leaders, engineers, or technical founders * Former startup or VC operators * Consultants specializing in GTM, recruiting, ops, or finance What You Bring * 5+ years of relevant industry or startup experience * Strong expertise in at least one domain: capital, GTM, product, talent, or operations * Passion for mentoring and guiding founders * Clear communication, strategic thinking, and practical execution ability * Commitment to advancing our mission of democratizing venture success How to Join We invite interested advisors to complete two simple steps: 👉 Apply at initiocapital.com

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description GENERAL JOB DESCRIPTION The Tax Advisor in the Tax Department is responsible for the preparation and review of individual, trust, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, FBAR, general excise/use, and personal property tax returns, as well as, annual reports for a wide variety of high-net-worth clients, including professional athletes. The Tax Advisor also supervises the preparation of financial statements and reconciles the activity of our clients’ business entities. This is a hybrid role that will require 3 or 4 days in the office. MAJOR DUTIES AND RESPONSIBILITIES • Prepares and reviews individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns and annual reports for high-net-worth clients, especially professional athletes., • Works with various departments at MAI, including Sports & Entertainment and Wealth Management for general tax planning, including quarterly estimates and year-end projections., • Research athletes’ yearly schedules and prepares duty day calculations for the various states and cities in which they performed services; amends tax returns for new clients to take advantage of duty-day laws in various states., • Allocates S Corporation prize money and merchandising income in accordance with the various state laws., • Responds to various client notices received from the federal, state, and local governments., • Works with federal, state, and local governments to ensure that clients receive their tax refunds in a timely manner., • Plans and executes IRS audits as Power of Attorney, including preparing supporting documentation, tying out line items of the tax return, and working with IRS auditors to reach a mutual agreement on the clients’ behalf., • Serves as bookkeeper/controller for various client entities, prepares journal entries for all financial activity, reviews general ledgers for accuracy, and prepares and reconciles financial statements., • Organizes, plans, and leads independent audits of non-profit foundations; works with external auditors as the audits progress; prepares all supporting documentation; restates financials from cash-basis to accrual-basis; and ensures financial statements are in accordance with GAAP., • Prepares financial statements and tax returns for partnerships with various LLC’s and entities under its ownership, including tracking basis and yearly activity of each entity, working with external advisors to ensure all activity has been accounted for and to determine if any new activities were implemented, and keeping each entity current with its respective state filing requirements., • Serves as client’s trusted advisor by demonstrating knowledge of industry trends, identifying client issues and conflicts; proactively communicating solution options to client and team., • Demonstrates proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc., research complex tax issues., • Participates in practice development activities that lead to new business and opportunities for cross-serves., • Keeps current with continuing professional education requirements as stipulated by state CPA society regulations., • Sets up and terminates client entities with the IRS and the states’ Secretary of State and Department of Taxation offices. EXPERIENCE/CREDENTIALS • Bachelor’s degree in Accounting or related field, • Certified Public Accountant or CPA candidate, • A minimum of five years’ experience in tax, accounting or related field, • MBA or Master’s degree in Accounting, Taxation, or related field preferred, • Proficient in Microsoft Office (Outlook, Word, Excel, Adobe, PowerPoint) and specialty tax and accounting software, such as GoSystem Tax RS, Bloomberg Tax, BNA Planner and CCH Axcess, • In-depth knowledge of current tax law, especially as it pertains to high-net-worth individuals and professional athletes, • General understanding of Generally Accepted Accounting Principles (GAAP) COMPETENCIES • Ability to convert cash-basis financial statements to accrual-basis., • Ability to thrive in a fast-paced and dynamic team-based, collaborative environment., • Experience working with external auditors on independent audits of financial statements., • Excellent verbal and written communication skills and ability to communicate effectively with high-profile individuals and their respective advisors., • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships; works effectively as both a team member and an individual contributor., • Excellent time management, project management, and analytical skills with a focus on managing multiple projects, meeting deadlines and immediate needs, and resolving complex problems., • Demonstrated critical-thinking, problem solving, and tax research skills., • Maintains flexibility to appropriately prioritize and execute to meet client and firm needs and support peak volumes and aggressive deadlines., • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices., • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity. FEATURED BENEFITS: • Medical Insurance, • Dental Insurance, • Vision Insurance, • 401(k), • Health Savings Account, • Paid Maternity Leave, • Paid Parental Leave, • Tuition Reimbursement

Job Description Location: Wallingford, CT (Preferably CT, NJ or NY-based) Work Model: True Hybrid Industry: Registered Investment Advisor (RIA) About Sentinel Asset Management Sentinel Asset Management is a growing Registered Investment Advisor dedicated to delivering thoughtful, service-oriented financial guidance to individuals and families. As the firm continues to scale, Sentinel is investing significantly in its marketing function to deepen client relationships, expand brand awareness, and drive sustainable growth. The Opportunity Sentinel Asset Management is seeking an experienced Director of Marketing to lead and execute a comprehensive, multi-channel marketing strategy. This role will own the firm’s marketing vision, budget, and performance reporting, while working closely with executive leadership to support growth objectives. The ideal candidate brings a strong track record in service-based marketing, digital strategy, and client engagement within a regulated or professional services environment. This is a hands-on leadership role with direct accountability for results and visibility with the executive board. Key Responsibilities • Develop and execute an integrated marketing strategy that supports firm growth, brand positioning, and client engagement, • Lead internet and digital marketing initiatives, including website optimization, SEO/SEM, email campaigns, and online lead generation, • Oversee social media marketing strategy and content to strengthen brand presence and client “touchpoints”, • Plan, manage, and execute client-facing and prospect events, seminars, and community initiatives, • Integrate direct mail campaigns with online and digital marketing efforts for cohesive outreach, • Design and manage consistent client communication and engagement programs, • Own marketing analytics and KPIs; deliver clear, actionable performance reporting to the executive board, • Manage and allocate a marketing budget starting at ~$500K, with plans to scale to $1M+, • Evaluate and optimize marketing technology, including HubSpot CRM and marketing automation, • Collaborate cross-functionally with leadership, advisors, and operations to ensure alignment with business goals Qualifications & Experience • 5+ years of progressive marketing experience with a proven track record of measurable results, • Strong expertise in digital and internet marketing within a service-oriented or professional services environment (financial services experience preferred), • Demonstrated experience managing and scaling significant marketing budgets, • Proficiency with HubSpot and marketing automation platforms, • Experience coordinating events and integrating offline and online marketing strategies, • Data-driven mindset with the ability to translate metrics into executive-level insights, • Excellent communication, organization, and leadership skills Compensation & Benefits • Base salary: ~$125,000, plus performance-based bonuses. Negotiable based on experience., • On-target earnings (OTE): $175,000–$200,000, • Opportunity to lead and scale a high-impact marketing function, • Hybrid work environment with flexibility and executive visibility Alternate Titles: • Director of Marketing, • Director of Digital Marketing, • Director of Growth Marketing, • Head of Marketing, • Head of Growth & Marketing, • Marketing Director – Professional Services, • Director of Brand & Marketing Strategy, • Director of Demand Generation, • Director of Marketing & Communications, • Director of Client Engagement & Marketing, • Director of Integrated Marketing, • Director of Marketing Operations, • Director of Marketing & Business Development, • Director of Marketing and Growth, • Director of Marketing, Digital & Events, • Senior Marketing Director, • Director of Marketing Strategy & Analytics, • Director of Digital Strategy & Marketing, • Director of Marketing & CRM Keywords for SEO: director of marketing, director of digital marketing, head of marketing, marketing director professional services, marketing director financial services, director of growth marketing, director of integrated marketing, director of demand generation, marketing leadership jobs, marketing director hubspot, marketing automation director, digital marketing director professional services, marketing director seo sem, director of marketing strategy, brand and marketing director, director of marketing analytics, marketing director crm, client engagement marketing director, marketing director events, marketing director lead generation, director of online marketing, growth marketing director, senior marketing director, director of marketing operations, marketing director b2c services, marketing director b2b services, professional services marketing director, financial services marketing director, marketing director email campaigns, marketing director website optimization, marketing director social media strategy, marketing director marketing technology, marketing director marketing automation, director of marketing communications, marketing director client experience, marketing director brand strategy, marketing director demand generation, marketing director performance marketing, marketing director marketing kpis, marketing director executive reporting, marketing director hubspot crm, marketing director growth strategy, marketing director community marketing, marketing director direct mail and digital, marketing director lead generation strategy EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit 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.

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

Job Description Location: Wallingford, CT (Preferably CT, NJ or NY-based) Work Model: True Hybrid Industry: Registered Investment Advisor (RIA) About Sentinel Asset Management Sentinel Asset Management is a growing Registered Investment Advisor dedicated to delivering thoughtful, service-oriented financial guidance to individuals and families. As the firm continues to scale, Sentinel is investing significantly in its marketing function to deepen client relationships, expand brand awareness, and drive sustainable growth. The Opportunity Sentinel Asset Management is seeking an experienced Director of Marketing to lead and execute a comprehensive, multi-channel marketing strategy. This role will own the firm’s marketing vision, budget, and performance reporting, while working closely with executive leadership to support growth objectives. The ideal candidate brings a strong track record in service-based marketing, digital strategy, and client engagement within a regulated or professional services environment. This is a hands-on leadership role with direct accountability for results and visibility with the executive board. Key Responsibilities • Develop and execute an integrated marketing strategy that supports firm growth, brand positioning, and client engagement, • Lead internet and digital marketing initiatives, including website optimization, SEO/SEM, email campaigns, and online lead generation, • Oversee social media marketing strategy and content to strengthen brand presence and client “touchpoints”, • Plan, manage, and execute client-facing and prospect events, seminars, and community initiatives, • Integrate direct mail campaigns with online and digital marketing efforts for cohesive outreach, • Design and manage consistent client communication and engagement programs, • Own marketing analytics and KPIs; deliver clear, actionable performance reporting to the executive board, • Manage and allocate a marketing budget starting at ~$500K, with plans to scale to $1M+, • Evaluate and optimize marketing technology, including HubSpot CRM and marketing automation, • Collaborate cross-functionally with leadership, advisors, and operations to ensure alignment with business goals Qualifications & Experience • 5+ years of progressive marketing experience with a proven track record of measurable results, • Strong expertise in digital and internet marketing within a service-oriented or professional services environment (financial services experience preferred), • Demonstrated experience managing and scaling significant marketing budgets, • Proficiency with HubSpot and marketing automation platforms, • Experience coordinating events and integrating offline and online marketing strategies, • Data-driven mindset with the ability to translate metrics into executive-level insights, • Excellent communication, organization, and leadership skills Compensation & Benefits • Base salary: ~$125,000, plus performance-based bonuses. Negotiable based on experience., • On-target earnings (OTE): $175,000–$200,000, • Opportunity to lead and scale a high-impact marketing function, • Hybrid work environment with flexibility and executive visibility Alternate Titles: • Director of Marketing, • Director of Digital Marketing, • Director of Growth Marketing, • Head of Marketing, • Head of Growth & Marketing, • Marketing Director – Professional Services, • Director of Brand & Marketing Strategy, • Director of Demand Generation, • Director of Marketing & Communications, • Director of Client Engagement & Marketing, • Director of Integrated Marketing, • Director of Marketing Operations, • Director of Marketing & Business Development, • Director of Marketing and Growth, • Director of Marketing, Digital & Events, • Senior Marketing Director, • Director of Marketing Strategy & Analytics, • Director of Digital Strategy & Marketing, • Director of Marketing & CRM Keywords for SEO: director of marketing, director of digital marketing, head of marketing, marketing director professional services, marketing director financial services, director of growth marketing, director of integrated marketing, director of demand generation, marketing leadership jobs, marketing director hubspot, marketing automation director, digital marketing director professional services, marketing director seo sem, director of marketing strategy, brand and marketing director, director of marketing analytics, marketing director crm, client engagement marketing director, marketing director events, marketing director lead generation, director of online marketing, growth marketing director, senior marketing director, director of marketing operations, marketing director b2c services, marketing director b2b services, professional services marketing director, financial services marketing director, marketing director email campaigns, marketing director website optimization, marketing director social media strategy, marketing director marketing technology, marketing director marketing automation, director of marketing communications, marketing director client experience, marketing director brand strategy, marketing director demand generation, marketing director performance marketing, marketing director marketing kpis, marketing director executive reporting, marketing director hubspot crm, marketing director growth strategy, marketing director community marketing, marketing director direct mail and digital, marketing director lead generation strategy EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit 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.

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

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

Job Description Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. Role Summary: The SVP of Financial Planning & Analysis (FP&A) is a senior leadership role responsible for overseeing all aspects of corporate financial planning, budgeting, forecasting, and strategic financial analysis. This individual will serve as a key advisor to the CFO and executive leadership, providing insights that inform strategic decisions, drive financial performance, and support long-term growth. The SVP FP&A will lead a high-performing team and drive enterprise-wide financial discipline, visibility, and accountability. Key Responsibilities: • Lead the company's annual budgeting, forecasting, and long-range planning processes., • Provide strategic financial analysis and modeling to support decision-making by the executive team and Board., • Monitor key performance indicators (KPIs), variance analysis, and operational metrics to identify trends and opportunities for improvement., • Drive continuous improvement in FP&A processes, systems, and tools to enhance efficiency, accuracy, and agility., • Lead scenario planning and sensitivity analysis to assess potential risks and opportunities., • Coordinate with Accounting, Treasury, Investor Relations, and other finance functions to ensure alignment and consistency across financial reporting and planning., • Mentor and develop a high-performing FP&A team with a focus on analytical excellence and business partnership., • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 12+ years of progressive experience in corporate finance, with a strong background in FP&A., • At least 5 years in a senior leadership role managing large finance teams., • Deep expertise in financial modeling, forecasting, budgeting, and variance analysis., • MBA or Master's degree in Finance, Economics, or a related field., • Experience in a publicly traded or PE-backed company., • Strong understanding of GAAP and financial statement analysis., • Demonstrated ability to influence senior leadership and drive strategic initiatives., • Familiarity with ERP systems such as Oracle., • Excellent communication and presentation skills, including experience presenting to Boards and executive teams., • Ability to lead through ambiguity and drive results in a fast-paced environment. We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is:$229,000—$305,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here. Know Your Rights, explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here. Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy.

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

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

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $225,000 to $235,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR 6GvPs2Sz2w

Job DescriptionHead of Finance – allwhere Location: NY Metro (NYC Preferred) Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion. The Opportunity We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financial advisor to the CEO and executive leadership team. What You’ll DoStrategic Financial Leadership & Business Model Strategy • Partner with the COO and CEO to drive allwhere’s financial strategy and oversee cash flow management to enable profitable growth., • Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability., • Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications., • Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings., • Partner with leadership to refine allwhere’s business model and identify opportunities to improve unit economics and margin performance.Working Capital & Credit Management, • Optimize working capital management, balancing cash flow with business growth., • Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline., • Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure., • Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk., • Implement efficient accounts receivable and payable processes to improve cash flow predictability., • Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.Cost Structure & Vendor Economics, • Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics., • Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices., • Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale., • Implement financial processes to track, analyze, and optimize vendor spend and operational costs.International Expansion & Compliance, • Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities., • Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors., • Scale treasury and payment operations to support international business growth.Team Leadership & Process Optimization, • Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth., • Strengthen internal financial controls, risk management, and reporting accuracy., • Partner with operations and product to automate financial workflows and improve efficiency.Who You Are, • You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors., • Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater., • Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model., • Experience managing global financial operations (multi-entity, multi-currency)., • Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials., • Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies., • Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization., • Strong track record of cost structure management, vendor negotiations, and logistics cost optimization., • Skilled in financial modeling, FP&A, and capital allocation., • Builder mentality – able to create systems from scratch while optimizing for scale., • Experience leading finance teams as well as cross-functional teams in a fast-paced environment., • Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.Why Join Us?, • Lead finance at a rapidly scaling, category-defining company with a clear path to dominance., • Own a high-impact role with direct influence over strategy, growth, and financial execution., • Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment., • Competitive compensation, equity, and leadership growth opportunities. allwhere is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. 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Job DescriptionCompany Description At Curinos, we help financial institutions turn data and expert advice into decisive action. Our clients—banks, credit unions, and fintechs—rely on us to drive measurable growth through actionable decision intelligence. Curinos operates under a hybrid modality. This individual may work from the New York, Boston, or Chicago offices. Job Description We’re seeking a Client Management Executive who combines the commercial instincts of an enterprise SaaS seller with the credibility of a trusted banking advisor. You’ll lead growth, retention, and strategic engagement across a portfolio of major financial institutions, acting as the bridge between analytics, strategy, and execution. Why This Role Matters This is a high-impact, consultative leadership role. You’ll sit across from CFOs, CMOs, and Heads of Retail/Deposits to help them translate data and analytics into business outcomes—optimizing funding costs, growing balances, and improving customer lifetime value. Top performers in this role will typically earn $500K–$1M+ annually (base + variable, uncapped), reflecting the significance and complexity of the client portfolio. What You’ll Do • Own and grow a portfolio of Tier 1 and mid-tier banking clients, accountable for retention, renewal, and revenue growth, • Serve as a strategic partner to executive stakeholders, aligning client priorities with Curinos’ data, AI, and advisory solutions, • Drive expansion through insight-led storytelling and disciplined account planning—helping clients unlock new growth opportunities across deposits, lending, and customer acquisition, • Lead commercial negotiations and pricing strategy, balancing mutual value and long-term partnership, • Partner cross-functionally with Sales, Advisory, and Product to deliver integrated, “One Curinos” solutions, • Maintain pipeline and forecast rigor using Salesforce (or equivalent CRM), • Represent the client’s voice internally, influencing roadmap and delivery excellence, • 8–15+ years of experience in financial-services, SaaS, or analytics sales / client leadership, • Proven record managing $2-$4M+ annual bookings and closing $1M+ enterprise deals, • Comfort engaging C-suite executives at top-50 banks or high-growth fintechs, • Deep understanding of banking economics (deposits, NIM, pricing, customer acquisition), • Consultative, insight-driven communicator who turns analytics into action, • Commercially sharp, with deal-structuring and P&L fluency, • Collaborative, high-EQ operator who thrives in a PE-backed, performance culture, • Curious, resilient, and energized by solving complex client challenges, • Base Salary: $175K – $220K depending on experience, • Variable Compensation: Targeted at 100% of base, uncapped with top performers reaching $500K–$1M+ in total cash compensation Curinos is the leading AI-driven decision intelligence platform for financial institutions. Our mission is to help banks and credit unions make faster, smarter, more profitable decisions—rooted in decades of proprietary data, deep analytics, and world-class expertise Join us to shape the future of how financial institutions compete and grow. Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

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

Job DescriptionCareer Renew is recruiting for one of its clients a Principal Solutions Engineer - Crypto - this is a fully remote role for US-based candidates. Join a stellar team of leaders and experts in blockchain technology, cryptography, infrastructure, and security to build the backbone of blockchain wallet infrastructure for the next financial era. We’re hiring a Principal Solutions Engineer to help institutions, fintechs, and enterprises across the Americas adopt us with confidence and ease. This role is hands-on and client-facing: you’ll design integrations for complex environments, guide customers through deployment, and provide end-to-end technical support. You’ll pair technical expertise with strong communication skills, serving as an advisor to CTOs, architects, and engineering teams. Expect to design tailored solutions, deliver technical proposals, troubleshoot issues in real time, and collaborate closely with our backend, security, and product teams to ensure successful outcomes. Preferred experience Responsibilities * Guide financial institutions and fintechs through seamless onboarding and integration. * Build secure, scalable deployment pathways that bridge legacy and modern systems. * Provide hands-on support: troubleshoot, fix, and build solutions alongside client teams. * Collaborate with sales on technical proposals, demos, and RFP responses. * Maintain and improve technical documentation and developer guides. * Gather client feedback and translate insights into product and API improvements. * Represent us at conferences, workshops, and customer meetings. Requirements * 10+ years in solutions engineering, forward-deployed engineering, enterprise integration. * Track record of helping institutions or enterprises deploy mission-critical systems. * Strong in TypeScript (or similar languages) with proven API experience (REST). * Deep knowledge of cloud platforms (AWS essential; GCP/Azure/Thales a plus), microservices, and serverless architectures. * Skilled in troubleshooting complex issues and delivering under pressure. * Solid understanding of enterprise security frameworks (ISO 27001, SOC 2, PCI DSS). * Excellent communicator, able to bridge technical and business conversations. * Strong documentation, presentation, and demo skills. * Knowledge of blockchain, custody, and financial workflows strongly preferred. * Certifications (e.g., AWS Solutions Architect) a plus; Spanish/Portuguese fluency valued. Compensation & Package * Title: Principal Solutions Engineer * Salary: $160,000-220,000 per year (full-time). * Equity: 100-200 stock options vested over 4 years. * Benefits: Healthcare, 401K, and travel expenses. * Location: United States (remote-first, office optional). * Equipment: MacBook Pro + essentials.

Job Description Title: Tax Director/Partner, Professional Services Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in the Professional Services industry. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including Partnerships, Corporations, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving 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., • 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 COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Data Analyst, Private Markets LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $140,000 - $160,000 + Bonus and Equity (based on NYC, will be adjusted for geo) The Role: You are the industry veteran who will define the logic for the next frontier of Private Markets AI. Canoe has already built the proprietary technology that serves as the industry standard for automated data extraction. We have the foundation, the clients, and the engine. Now, we are expanding our capabilities to handle the "fun stuff"—the extreme nuance, the edge cases, and the deep complexity of the private markets ecosystem. We are looking for a business leader with deep technical instincts to take our AI from "foundational" to "expert." In this role, you will leverage your years of experience to construct the data extraction strategies for the industry’s most challenging documents. You will bridge the gap between Limited Partner (LP) reporting needs and machine learning, ensuring our models evolve to handle the full weight of private market complexity. What You’ll Do: Strategic Expansion & Model Development: * Construct the "Next-Gen" Playbook: Design the comprehensive data extraction rules for complex LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices). You will move beyond standard mappings to define how our system handles high-complexity scenarios at scale. * Drive AI Evolution: We aren't starting from scratch—we are leveling up. You will analyze model performance on intricate data sets and provide the "human intelligence" needed to retrain our system for higher accuracy and deeper granularity. * Curate High-Fidelity Training Data: Personally analyze and annotate complex, proprietary documents to define the "Ground Truth." Your deep markup of these documents will serve as the gold standard that our engineering teams and models aim to replicate. Expert Intervention & Logic Definition: * Complex Data Intervention: Serve as the final escalation point for data integrity. When the automated logic encounters a new or difficult fund structure, you will step in to resolve the breakage, ensuring the data balances and the output is client-ready. * Codify Financial Logic: Translate abstract accounting concepts (e.g., recallable capital nuances, equalization adjustments, multi-tier waterfalls) into systematic rules that our product team can implement. * Research & Discovery: Proactively identify new reporting trends and asset class variations. You will research how these new instruments should be captured and define the schema before they ever hit our automated production lines.What We’re Looking For: Client & Market Leadership: * Client-Facing Authority: Act as a trusted advisor to our clients. You will demonstrate our deep understanding of their data challenges and articulate how our technology navigates the complexities of their specific portfolios. * Cross-Functional Partnership: Work hand-in-glove with Product and Engineering. You bring the "Business Logic," they bring the code. Together, you will build the future of private markets data.4–7 years experience in private markets financial analysis, fund operations, or fund administration roles. What we're looking for: * Experience: 7+ years of rigorous experience in private markets, specifically within an LP, Fund of Funds, Family Office, or Fund Administrator. * Deep Domain Fluency: You have spent your career analyzing Fund and Investor-level data. You understand the "why" behind every number on a Capital Call and the relationship between financial statements and investor reporting. * A Builder’s Mindset: You are looking for a role where your industry knowledge helps build a product. You are excited by the prospect of taking a manual, messy industry problem and solving it with systemic logic. * Technical Instincts: You are a business person who understands data structures. You may not write software, but you understand how to organize data, identify patterns, and define strict logic rules. * Uncompromising Standards: You know what "audit-ready" looks like. You are willing to dive into the weeds of the data to ensure our AI is learning the right lessons, refusing to compromise on precision. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

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

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

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

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

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a partnership origination veteran that has deep relationships with originators across a broad array of Fintechs and Asset-Based Lending products (mortgages, auto, SMB, Corporate, etc). The role is to drive 3rd party originator volumes through our Figure Connect Marketplace, leveraging our Demo Prime Warehouse lending platform as the key differentiating factor. The ability to offer certain originators 100% advance rate warehousing will be a key incentive to convince originators to leverage our Marketplace This is a senior individual contributor role with the expectation of small team growth over time. You'll own relationships with originators and have a good understanding of their existing operations and painpoints. You will work closely with Figure Capital Markets, Product, and Marketing teams to ensure an elite experience as a Figure Marketplace participant. What You'll Do • Strategic Origination: Identify, target, and secure high-value partnerships with originators across diverse asset classes, including Mortgages, Auto, SMB, and Corporate lending., • Relationship Management: Manage the full lifecycle of the originator relationship, acting as the primary point of contact and a trusted advisor. For example, you should be knowledgeable about the originator's existing traditional warehouse arrangements and be able to guide their decision-making between warehousing with our Demo Prime product or via Traditional warehouses. Figure will offer a Pledging-as-a-service product in these situations., • Cross-Functional Collaboration: Partner closely with Figure Capital Markets, Product, and Marketing teams to refine our value proposition and ensure an elite borrower experience., • Market Intelligence: Stay ahead of market trends in warehouse finance and ABL to identify new asset class opportunities and competitive threats., • Help build the team over time - Help recruit and mentor junior team members to scale coverage and execution.What We Look For, • 7+ years total professional experience in finance, fintech, trading, and/or warehouse finance, • Mortgage, Auto or SMB Finance Experience, • Prior institutional client-facing experience in BD, sales, trading, investment banking, product marketing, or similar., • Strong written and verbal communication; can create compelling narratives, decks, and memos., • Able to walk into a room cold, build rapport quickly, and lead the conversation., • Hunter mentality: self-directed, hungry, comfortable with ambiguity and limited guardrails environments., • High-energy, high-ownership; willing to grind late nights when needed and travel regularly for clients, conferences, and team time in New York., • Good understand of DeFi Lending Protocol, • Compensation Range: $172,000-$215,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Hybrid

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

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