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Job Description Position Title: CONTROLLER - NEW YORK, NY Pay 13 Reports To: Salary: $125,000 - $150,000 Other Forms of Compensation: yearly bonus Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary The Controller for Restaurant Associates at Bloomberg is a results-oriented finance role that reports directly to the Regional Director with dotted line responsibility to the Global Finance Partner. You will work closely with Operations and Clients, analyzing and driving results to achieve annual key performance indicators. This role serves as a financial advisor and business partner to their operational counterparts across a global portfolio. Key Responsibilities: • Support the financial planning and analysis function for the region, including the development of sound annual budgets and forecasts linked to operational assumptions, as well as the supporting processes required to measure actual performance against budgets and projections and identify risks and opportunities., • Improves financial performance by analyzing results, monitoring variances, and identifying trends; providing performance guidelines and recommendations to field operators as appropriate., • Partners with the operations team to improve the accuracy of weekly flash reports and provide decision support to the operations to drive revenue generation and cost containment., • Guides and supports the monthly close process, working closely with finance team members and the field accounting team to continually improve it., • Analyzes and reviews weekly and monthly results, working closely with the operational team to gain insight into financial issues, • Provides client-facing reporting as needed, summarizing financial performance, operational metrics, and economic forecasts., • Seeks continuous improvement in account profitability by raising the operational team’s financial awareness and financial confidence., • Ensures sound financial controls throughout the region, assisting with the review and reconciliation of accounts receivable, credit card, and bank transactions, • Handle special projects as needed, including support of field operations and regional initiatives. Qualifications: • 3-5+ years of relevant experience, • Bachelor's Degree in Finance, Accounting or Business Administration, • Experience in food service or similar service industry a plus, • Ability to motivate and work collaboratively with business partners, key team members, senior management, and client groups on various projects and initiatives, • Proficient in Microsoft Office applications, particularly in building efficient Excel models to improve productivity & PowerPoint to create client-facing presentations on financial performance. Knowledge of SAP, Anaplan, or Essbase is a plus., • The individual must possess a demonstrated ability to manage multiple tasks & priorities, have strong organizational skills, and produce consistently accurate work., • Forward thinking, creative, detail-oriented, with the ability to see the big picture, • Exceptional communication skills (verbal, written, and presentation skills), • Conformity to the highest standards of personal integrity and ethical behavior Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1471293 Restaurant Associates Jacinda Moore [[req_classification]]

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

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

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're looking for a strategic and data-driven Senior GTM Operations & Strategy Manager to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES Data Insights • Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale, • Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity, • Work closely with the data team to provide insights to GTM leaders., • Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes., • Identify gaps in Pontera's product that impact GTM productivity, and work with the Product organization to drive removal of such gaps, • Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities, • Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process, • Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy, • Translate high-level company strategy into actionable, measurable GTM plansREQUIREMENTS, • 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus, • Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.), • Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)., • Proven ability to drive cross-functional alignment in a fast-paced environment., • Exceptional communication skills, both written and verbal., • Strategic thinker who's also comfortable rolling up their sleeves to execute., • Experience in SaaS or high-growth tech companies, • High level of financial modeling and forecasting, • Familiarity with the wealth management industry - a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $175,000-$200,000, • 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 Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionAt WorkWave, we build innovative software solutions with AI capabilities for the people who keep our world safe, clean, and beautiful, from pest control to lawn care, commercial cleaning to security services. With over 8,000 customers around the globe, our platform helps these hardworking service professionals run and grow their businesses from end to end: from customer acquisition to scheduling, billing, payments, and beyond. Our vision is simple but powerful: empower the world’s mobile service workers to build a brighter future. And we back that up with decades of experience, a passionate team, and an unwavering commitment to helping our customers thrive. WorkWave is looking for a Solutions Engineer to play a key role in driving sales by supporting our Account Executives and Account Managers with the technical positioning of our Wavelytics software solutions. As a trusted advisor to prospects and customers, you’ll ensure they fully grasp the value and functionality of our solutions. Your expertise will be instrumental in closing deals and fostering long-term customer relationships. Why Join Now: We’re at an exciting moment in our growth journey. With the launch of Wavelytics, our new AI-powered analytics suite, we’re unlocking new ways to deliver value to our customers and new opportunities for our team. WorkWave operates in a field service management market that’s accelerating due to global trends in automation, sustainability, and digital transformation. Joining now means getting in early as we scale to meet massive demand and lead the future of service software.WHAT YOU'LL DO: • Develop and maintain strong relationships with prospects and key customer accounts to support deal closure., • Serve as the Wavelytics Product & Sales expert, supporting Account Managers by skillfully addressing technical and product-related questions throughout the sales cycle., • Understand and articulate our competitive advantages of Wavelytics and AI, effectively differentiating our solutions to buyers., • Speak to data protection and AI best practices and security considerations., • Collaborate with product, engineering and sales teams to refine messaging around new features and maximize their impact in the market., • Develop and maintain sales playbooks to align with product enhancements., • Cultivate customer relationships to drive testimonials and case studies that highlight product success., • At times this SE will be required to lead a sales pursuit as well at times be required to support sales pursuitsWHAT YOU'LL BRING:, • 3+ years of experience supporting the sales organization with data analytics and AI offerings., • Strong ability to learn and articulate complex technology in a way that resonates with customers., • Proven ability to quickly build rapport, understand business needs, and effectively communicate solutions.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Our Strategic Growth team is the face of the company and the engine of our continued growth. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue. In its simplest form, the SGM’s role is to bring top producing wealth managers Savvy by effectively selling the Savvy value proposition (technology, marketing, culture and growth). Successful SGMs influence top advisors to leave their current brokerage and join Savvy. The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations. As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company. This role will report directly to our Chief Growth Officer. Responsibilities: * Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition. * Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals. * Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly. * Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors. * Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals. * Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity. * Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters. Nuances for this role: * This is a quota carrying role. Our deal size is anywhere from $200k to $1M+ ARR, with an average time to close currently at less than two months. * This is a more humanized sale than your average technology sales process as you are dealing directly with decision makers. You can think of every financial advisor as the CEO of their own business — with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions. * Think about a top producing financial advisor who’s been with a firm for 10+ years. Their personal and professional identity is often wrapped up in that firm’s brand. Successfully educating a financial advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and ultimate focus to get the deal done. * The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds. Must have: * 5+ years of relevant sales experience in quota-carrying roles * 2+ years of experience at a high growth tech startup. * Experience with deal sizes of $200k to $1M ARR. * Experience working with deal cycles ranging between 1-12 months. * Experience selling to Senior executives and owners Nice to have: * Proficiency with revenue-related technology solutions, such as CRM (e.g., Salesforce), and sales and marketing tools (e.g., Apollo, Outreach, Gong, Orum). * Experience recruiting individuals either through a tech-enabled platform business, staffing agency or as a corporate recruiter. * Experience selling in the Financial Advisory / Wealth Management space (RIA, broker-dealer, bank). Qualities: * Strong interpersonal skills, glass-half-full mentality * Self Starter attitude and ability to exercise judgement and solve difficult problems without direct supervision. * Problem solving: Strong problem-solving skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward. * Communication: Incredible communications and collaboration skills to effectively lead client meetings * Fast learner: You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously. * Ownership mindset: Low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $200K - $285K

Job DescriptionSalary: About PactFi Private asset markets (PE, Private Credit, VC, Real Estate) have 10x to 9.8T in AUM over the past decade and are projected to grow to $17T in the next five years. However, digital infrastructure has not kept pace, with the majority of the market operatingpredominantly inerror-prone, internal-only software solutions. PactFiprovides secure, end-to-end, operational infrastructure for managing complex private credit transactions. Our web-based application brings together all parties involved in such a transaction to more efficientlyallocatecapital, complete KYC, share documents, manage funds flow, and more. The platform is secured to a bank-gradestandardand we have received both our SOC 2 Type II attestation and our ISO 27001 certification. PactFiwas developed in close partnership with several of the industry's largest players by both size (AUM) and deal activity. About the Job Were seeking aBusiness Development Manager with 57 years of experience in financial services to help drive growth and strengthen our client relationships. Based in our New York office, this role is designed for someone who has already built a strong foundation in client management and is ready to take on more ownership: expanding accounts, shaping strategy, and working directly with leadership at a high-growth startup. What Youll Do • Serve as the trusted advisor and primary contact for clients, ensuring long-term engagement., • Prospect, qualify, and close new opportunities while deepening relationships with existing clients., • Collaborate with senior leadership to refine business development processes, go-to-market strategies, and client engagement models., • Cultivate relationships through regular in-person interactions, networking, and industry events., • Manage client support needs and optimize reporting to surface trends, guide strategy, and support decision-making. What You Bring • 57 years of experience in financial services (investment banking, alternatives, consulting, credit, investing, or sales & trading) in a client-facing business development or account management role., • Proven success in building and growing senior-level client relationships., • A startup-ready mindset - entrepreneurial, adaptable, and comfortable in fast-paced environments., • Exceptional communication, presentation, and relationship-building skills, with a preference for in-person interactions., • Experience or familiarity with private credit markets is a plus Benefits • Join a lean BD team at a fast growing fintech with path towards leadership, • Competitive Salary + Equity, • Opportunity to take real ownership in a fast-scaling startup and shape core functions from the ground up.

Job Description What began in 2017 as an idea on the back of a napkin has quickly become an award-winning, fastest-growing communications firm working with some of the biggest consumer and B2B technology brands. At SourceCode, we’re focused on bringing brains and hustle, humanity and technology, creativity, and business intelligence back to public relations. We are seeking a Director, Media Strategy to lead earned media efforts across our client portfolio. This senior-level media practitioner will bring a track record of high-impact coverage, deep journalist relationships, and the ability to shape narratives that directly advance client business goals. With oversight from senior leadership, you’ll drive strategy, act as a trusted advisor to clients, lead and mentor a growing media relations team, and help define SourceCode’s earned media offering. Salary: $115,000 - $130,000 Requirements What You’ll Do • Lead media strategy across a portfolio of B2B and B2C technology clients, ensuring media efforts ladder to client business goals, • Develop and maintain top-tier media relationships with business, tech, and broadcast outlets (e.g., Bloomberg, Axios, WSJ, TechCrunch, CNBC, etc.), • Coach and grow a small but expanding media team, instilling confidence and sharpening media instincts across the agency, • Architect smart, earned-first ideas through StoryHub and other forums, strengthening SourceCode’s agency-wide POV with media, • Serve as a trusted advisor to clients, with presence, clarity, and a strong POV in high-stakes conversations, • Media train executives and spokespeople, preparing them for interviews, panels, and live broadcast opportunities, • Drive results, consistently securing impactful earned placements and analyzing outcomes to inform continuous improvement, • Be highly billable, providing senior-level client counsel and hands-on media execution., • Contribute to new business, shaping and presenting our media offering with polish and authorityCore Responsibilities, • Build and lead earned media strategy across accounts, ensuring alignment with broader business and brand goals, • Provide editorial oversight on all media materials, ensuring quality, clarity, and consistency with client messaging, • Manage media campaigns and account health, ensuring profitability, staffing, and client satisfaction, • Drive client retention and organic growth by tying media strategy to business outcomes., • Oversee financial leadership of accounts: budgeting, resourcing, and scoping, • Mentor and develop PR professionals across teams, modeling accountability and inclusive leadershipWhat You Have, • 8–10+ years of media relations or journalism experience (agency experience strongly preferred), • Deep reporter relationships across top-tier national business, tech, and broadcast outlets., • Proven track record of securing impactful, high-value media placements, • Strong understanding of enterprise tech, adtech/martech, and consumer/business tech, • Demonstrated ability to coach and mentor teams, building agency-wide media expertise, • Excellent writing, pitching, and communication skills, • Robust benefits program, • Unlimited vacation & sick leave, • 401(k) with company match, • Profit-sharing program, • Flexible, hybrid workplace, • Six-month paid parental leave, • Professional learning & development opportunities, • Transit benefits, • Paid volunteer days

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 pivotal role on our legal team will be responsible for helping to lead the strategy and execution on advising Pontera on compliance within financial services regulation, supervisory obligations and regulatory risk management. This position will play a key role in ensuring the continued growth of the company by ensuring adherence to evolving legal and regulatory requirements across the RIA space. RESPONSIBILITIES • Provide legal advice on applicable laws and regulations governing financial services such as:, • Monitor and interpret regulatory developments, rulemakings and enforcement actions, and assess their impact on the business, • Effectively work with the GTM teams to provide regulatory guidance to ensure we are supporting our clients, • Serve as a point of contact for inquiries or audits from federal and state regulators, • Conduct risk assessments and assist in implementing remediation plans for any compliance gaps, • Provide legal support for internal policies, procedures and frameworks related to regulatory matters, • Work as a close cross-functional collaborator with teams such as marketing, product and information security teams. Successfully collaborate with other members of the legal team such as Product Counsel to ensure integration of regulatory compliance into our productsREQUIREMENTS, • Experienced legal strategist with at least 10 years of legal experience, including a combination of experiences in-house and law firm., • Strong foundation in the Investment Advisers Act of 1940, Securities Exchange Act of 1934, FINRA rules, ERISA & Retirement Account Regulations, Regulation S-P, • Experience working with securities regulators and associations, • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration) is required., • Plus:, • In-house experience with fintech and/or RIA, • Experience at state or federal regulatory agencies, • Familiarity with state money transmission lawsWHAT WE OFFER, • Compensation: $250,000 to $300,000 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 Job Title: Tax Manager – Founding Role | RIA Firm Location: Brooklyn, NY Type: Full-Time About Us Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge. Role Overview As our first Tax Manager, you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience. Key Responsibilities • Build the Tax Function: Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model., • Client Service & Tax Planning: Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses., • Team Development: Hire, train, and lead a future team of tax professionals as the department scales., • Compliance Oversight: Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings., • Collaboration: Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans., • Technology & Tools: Evaluate and implement tax software and digital tools to streamline operations and reporting., • Risk Management: Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law., • Client Communication: Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders. Qualifications • CPA required; MST or EA a plus, • 7+ years of progressive tax experience, preferably in a public accounting firm or RIA/wealth management setting, • Strong knowledge of individual, trust, and small business taxation, • Demonstrated experience managing client relationships and delivering tax advisory services, • Proven ability to build systems and lead teams, • Excellent communication and interpersonal skills, • Entrepreneurial mindset with a passion for innovation and growth Why Join • Be a founder of a key department in a growing firm, • Partner with advisors and leaders who truly value integrated financial solutions, • Competitive compensation for the entrepreneur mindset, • Opportunity for equity participation

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 StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Reporting to the Director of Internal Controls, lead the design, implementation, and continuous improvement of internal controls across StubHub's core business processes (e.g., revenue, procurement, financial reporting, and operations)., • Partner with Finance, Accounting, Legal, Compliance, and business leaders to ensure end-to-end process risk management and control effectiveness., • Establish and maintain a comprehensive internal control framework aligned with SOX 404 and COSO, ensuring compliance with regulatory requirements and industry standards., • Manage and direct a co-sourced team from a Big 4 consulting firm, ensuring alignment on deliverables, quality, and timelines., • Oversee and coordinate control testing, documentation, and remediation activities, ensuring timely closure of process gaps., • Serve as the subject matter expert and advisor to senior leadership on business process governance, risk, and compliance., • 8+ years of experience in internal controls, business process design, audit, or related disciplines., • Strong expertise in control frameworks (SOX 404, COSO, internal audit standards, risk management practices)., • Proven ability to design and implement effective business process controls across revenue, procure-to-pay, order-to-cash, financial close, and other key cycles., • Demonstrated experience leading internal control or SOX programs in large or fast-scaling organizations., • Experience in the marketplace, technology, or e-commerce industry., • Hands-on experience with SOX compliance and control testing methodologies., • Familiarity with ERP systems (NetSuite preferred) and in-house developed applications., • Excellent communication and interpersonal skills, with the ability to influence both technical and non-technical stakeholders., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed.

Job DescriptionCNM LLP is a technical advisory firm that provides high value, specialized accounting advisory services based in Southern California, with offices in Los Angeles, Orange County, San Diego, and New York. Recognized as a Great Place to Work®, CNM is an organization fully-committed to help businesses ranging from startups and loosely held mid-market companies to multi-national Fortune 500 companies identify and address critical issues in an effective and proactive way. Founded in 2003, CNM is a vibrant company full of people committed to consistency in processes and performance. The CNM reputation is built upon a foundation of professional excellence and trusted relationships and is recognized nationally for commitment to excellence. Employees value the open and honest environment, consistent focus on work life balance and an outstanding culture that is difficult to find anywhere else in the professional services industry. We are currently searching for a Senior Associate to join our high performing Internal Controls and SOX Advisory team in New York. We offer a hybrid work environment that will allow you to continue working with the flexibility that you have grown accustomed to over the past few years, while also continuing to provide onsite service to our fantastic clients. There is some local travel throughout the New York area for 2-3 days per week, with the remaining workdays spent remotely. Out-of-town travel is very rare. Senior Associates collaborate with project team members to successfully deliver internal control advisory projects; ranging from SOX readiness to first-year implementations and on-going compliance. Responsibilities: • Provide excellent timely client service, deliver high quality work, and foster client relationships, • Assist in design and implementation of the internal control framework; identifying risks and corresponding key controls surrounding internal controls over financial reporting, • Collaborate with process owners to create process narratives, risk and control matrices and flowcharts, and ensure documentation is kept up to-date for scoping, testing, and remediation activities, • Lead process walkthrough inquiries with management, develop probing questions, and identify relevant control attributes, • Evaluate, synthesize, organize and interpret data and information to conclude on design and operating effectiveness of key controls, • Identify control deficiencies and develop value add solutions to that are actionable by leveraging your knowledge, prior experiences, and leading practices, • Assist with Active Project Manager with project management activities including status tracking, reporting, and oversight of off-shore delivery team, • Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members, • Active effort in improving technical and project management skills by leveraging on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training, • Be a trusted advisor and intermediary between our clients and their auditors; responding timely to client needs and acting as a key contact with clients, • Balance competing priorities with minimal client disruptions, managing time effectively to maintain project progressRequirements:, • Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or a related field of study, • Minimum 2 1/2 years of experience at a public accounting firm with external audit, advisory, or internal audit services, • Knowledge of Sarbanes-Oxley Act provisions and methodologies for achieving compliance, • Experience with evaluating and testing the design and operating effectiveness within both a 404(a) and 404(b) SOX environment is preferred, • Professional certification (or active pursuit) of CPA, CIA, or similar is preferred but not required (CNM provides extensive resources and support to enable our team to learn and grow and obtain professional certifications if you do not yet have these certifications), • Have an understanding of core business processes such as Financial Close, Accounts Payable, Inventory, Revenue etc., • Ability to communicate effectively, clearly, and concisely, • Experience translating complicated issues into simple and easy to understand terms to guide clients, • Ability to adapt to unexpected changes in timelines, deadlines, and scope of workPay and Benefits:, • 40-hour work week, • Training events to ensure CPE compliance, • Medical, Dental, Vision Plans, • 401(k) match, • PTO: 15 days accrued per year, • Company paid holidays, including company shutdown the week between Christmas and New Years, • 3 wellness days, • Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party, • Monthly mobile reimbursement, • Reimbursement allowances: flex, technology, and health and wellness, • Fully stocked kitchen, • Base Pay $107,000 - $129,000

Job Description Our client is a well-funded, early-stage AI company with a bold mission to reinvent wealth management. They are building a unified, AI-native platform to automate the entire wealth management stack, which is one of the largest and most fragmented sectors in financial services. With a $15.5M seed round from top-tier VCs like General Catalyst and Venrock, and a team of just three employees, this is a unique opportunity to join a de-risked company with extensive runway and existing partnerships. As a Founding AI Engineer, you'll be employee number three and will play a mission-critical role in scaling the company from the ground up. You will own major technical domains and work directly with the founder to establish the core technical foundations. The ability to close the end-to-end process quickly is a key part of the company culture. You will be responsible for: • Building core platform components that unify fragmented wealth management tools., • Designing and building end-to-end AI-powered workflows that automate financial advisor processes., • Developing multi-agent AI workflows to deliver intelligent financial insights., • Architecting scalable systems for real-time financial data orchestration. We are seeking a Senior or Staff-level full-stack engineer with a strong background in applied AI and a founder-like mindset. The ideal candidate is hungry, curious, and eager to be fully immersed in an AI-first environment. Must-Haves: • 5–10 years of experience as a full-stack engineer at a Tier 1 venture-backed startup (Series B or earlier)., • Proven experience building real-world applied AI projects., • Expertise in the company's tech stack: Python, Django, TypeScript, and Vercel., • Familiarity with AI tools and APIs like ChatGPT and Claude Code., • A track record of extended stints at previous companies (avoiding short job hops)., • Willingness to work in-person, 5 days a week, in NYC. Bonus Points: • Prior experience as a founder or founding engineer., • A CS or STEM degree from a top 25 university., • Salary: $180,000–$250,000, • Equity: Highly competitive package, • Visa Sponsorship: Available Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search. Commitment to Equality and Accessibility: At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing . MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd’s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting .

Job Description Our client, a global Am Law 50 firm, is seeking a mid-level Associate (3–6 years) to join its leading M&A Group. This is a unique opportunity to work on headline-grabbing public company M&A transactions within the firm’s nationally recognized Technology, Life Sciences, Real Estate, and Financial Services practices. You will be responsible for conducting due diligence, drafting and negotiating transaction documents, and providing counsel on regulatory compliance and corporate governance matters. Responsibilities • Advise clients on complex M&A transactions, with a focus on public company deals (sell-side and buy-side)., • Provide counsel on securities law issues related to M&A and other public company transactions., • Collaborate across practice areas, including technology and life sciences industry groups., • Support clients as a trusted advisor through all phases of transactions, including structuring, diligence, negotiation, and execution., • Juris Doctor (JD) from an accredited law school., • Admitted to practice in New York, Massachusetts, Illinois, Texas or California, depending on office., • 3–6 years of relevant M&A and transactional experience at an Am Law 100–200 firm., • Strong background in public company M&A transactions and securities law., • Experience with clients in the Technology and/or Life Sciences sectors is a plus., • Excellent academic credentials and strong drafting, negotiation, and analytical skills., • Currently an Associate at an Am Law 100–200 firm., • Law school graduation: Class years 2019–2022., • No visa sponsorship available., • Base Salary: $260,000 – $390,000 (top-of-market)., • Bonus: Eligible., • Benefits: Full firm benefits package., • Relocation: Available for ideal candidate.

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

Job Description Title: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/A 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 Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives. RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Assist clients in understanding their tax obligations and the implications of various financial decisions., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens., • Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy. Education: • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research., • Excellent communication and interpersonal skills for building client relationships and working within a team., • Analytical mindset, attention to detail, and the ability to solve complex problems. 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 Lead Advisor/Relationship Manager Location: New York, NY Salary: $190,000 - $220,000 base salary Status: Full-time; Hybrid We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. We are excited to hire a Lead Advisor/Relationship Manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment! Who You Are: • You view being an advisor as a calling rather than a profession., • Being of service to clients is a privilege that you honor through dedication and commitment., • You are interested in sustainability and want to be part of a firm that lives its values. In your new role, you can expect to: • Take ownership of financial planning and investment management., • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests., • Analyze client's income and asset situation; review and update client's financial situation., • Develop and present financial planning recommendations and/or alternatives., • Take a proactive approach to client service and collaboration with colleagues., • Bachelor's degree, • 5 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations, • CFP®, • Series 65 or willingness to obtain, • The ability to build lasting, high trust relationships with clients through exemplary client service, • Very team-oriented, • Strong, adaptive technology abilities

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 a seasoned State Affairs Manager to join our growing public policy team at Pontera. In this position you'll be responsible for developing and managing relationships with state securities commissions and their staff, ensuring they understand Pontera's platform and how it benefits advisors and retirement savers. You will also build relationships with state Attorneys General offices and relevant officials overseeing securities and investment advice in the state. You will partner with our Federal Affairs function to ensure strong alignment that supports retirement savers. RESPONSIBILITIES • Implement Pontera's state policy strategy, working cross-functionally with senior leaders across our policy, legal, marketing and sales teams, • Develop a strong understanding of business priorities and regulatory and legislative trends to inform our strategy and engagement, • Provide guidance and insight to leadership and sales team regarding state regulatory and policy talking points, • Provide demonstrations and trainings to state securities commissions, ensuring they understand how Pontera works and protects retirement savers, • Representing Pontera with third party advocates to influence local policy makers at the state government level to advance regulatory strategyREQUIREMENTS, • Minimum of 5-7 years of experience working with regulators and elected officials in the financial services or fintech space, • Bachelor's degree in a relevant field (public policy, political science, etc.) or equivalent practical experience, • Excellent communication and presentation skills to build and maintain relationships with internal and external stakeholders, • Strong track record of managing high-stakes policy issues and building relationships with financial regulators at both the state and local level, • Ability to operate cross functionally in a way that enables you to manage internal and external processes and stakeholders, • Willingness to travel 4-8 days per month, • Preferred: understanding of financial technology and/or investment advice WHAT WE OFFER, • Compensation: Annual salary of $150,000-$170,000, • 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 About ASCAP The American Society of Composers, Authors and Publishers (ASCAP) is a membership association of more than one million songwriters, composers and music publishers, and represents some of the world’s most talented music creators. Founded and governed by songwriters, composers and publishers, it is the only performing rights organization in the U.S. that operates on a not-for-profit basis. ASCAP licenses a repertory of over 20 million musical works to hundreds of thousands of businesses that use music, including streaming services, cable television, radio and satellite radio and brick and mortar businesses such as retail stores, hotels, clubs, restaurants and bars. ASCAP collects the licensing fees; identifies, matches and processes trillions of performances every year; and returns nearly 90 cents of every dollar back to its members as royalties. The ASCAP blanket license offers an efficient solution for businesses to legally perform ASCAP music while respecting the right of songwriters and composers to be paid fairly. ASCAP puts music creators first, advocating for their rights and the value of music on Capitol Hill, driving innovation that moves the industry forward, building community and providing the resources and support that creators need to succeed in their careers. Learn more and stay in touch at , on X and Instagram @ASCAP and on Facebook. Job Description: We are seeking a leader to join our Licensing team in our New York office. The Director or Senior Director, License Auditing (title commensurate with experience), is the leader of the Licensing Audit team and is responsible for overseeing the administration and strategic audit plan of the Licensing Department. The position will report to the Executive Vice President and Head of Licensing. Areas of Responsibility & Accountability: • Lead, coach, and mentor the Licensing Department audit team to further develop business knowledge and processes while ensuring that departmental objectives and goals are achieved., • Review and analyze license fees and reported revenue recognition for Licensee accounts, identified either independently or by Executive Leadership., • With the input of Executive Leadership and based upon risk assessments, design an audit program and methodology to ensure both accurate Licensee reporting and compliance with applicable Licensee agreements., • Develop a cohesive approach to auditing with an eye on the quality of the procedures, processes, and assessments that are needed to maintain sound audit practices., • Establish both a framework and methodology for fact finding meetings and interviews with Licensee stakeholders for the purpose of developing an understanding of various Licensees’ businesses and processes., • Drive discussions with Licensees throughout the duration of audit engagements to communicate either status or concerns., • Directly oversee and manage revenue audit engagements performed by external audit firms and/or consultants, including, but not limited to, engagement design, project management, findings readouts to Executive Leadership, budget management and negotiations, and the resolution of such audits., • Act as a strategic advisor to Executive Leadership on the management of the audit portfolio, recognizing and anticipating emerging trends, and identifying operational efficiencies, opportunities, and risks., • Complete work on a timely basis while delivering work products that meet the objectives and standards of both our methodology and any contractual/regulatory requirements., • Lead the development of audit reports using appropriate business and technical language., • Bachelor’s degree in Accounting, Business Administration, Finance, Applied Mathematics, or a related field., • Valid U.S. Certified Public Accountant (CPA) license required., • At least eight (8) years of professional experience with at least four (4) years in an audit function within a global Financial Services firm or Media & Entertainment company and with at least four (4) years in a managerial or supervisory role., • Strong understanding of revenue recognition principles, revenue management, expense allocations or project accounting for Media & Entertainment organizations., • High proficiency in Excel (pivot tables, advanced Excel formulas) with experience within financial dashboards or automation tools being a plus., • Experience interfacing with multiple organizational functions including Finance, Operations, Compliance, IT/ Engineering, and Cybersecurity in both internal and external capacities., • The ideal candidate will possess strong relationship building skills, have the ability to partner with key internal stakeholders, learn quickly, and have the capacity to be both flexible and strategic., • Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques; structure potential solutions; and move towards a resolution with Executive Leadership., • Exemplify the highest degree of trust and integrity by continually upholding the principles of professional standards., • Excellent verbal and written communication skills with the ability to both present complex/sensitive issues to Executive Leadership and explain financial information to non-finance stakeholders., • Strong presentation skills when conducting interviews, and has the ability to deliver presentations with Executive presence., • Proven ability to multitask, assess and shift priorities around as needed., • Excellent attention to detail, organizational skills, and the ability to meet deadlines under pressure., • Ability to work well both individually and on a team while sharing pertinent information, supporting colleagues, and encouraging participation. Compensation/Benefits: Besides providing a unique and dynamic work environment, there are a few other reasons you should consider ASCAP in your career planning. We also offer generous benefit options that are comprehensive and provide the flexibility that most employees want and need. These health care and financial plan options include the following: • A choice of either network-only provider medical and dental plans or more flexible medical and dental plans where you can see providers in or out-of-network, • Vision plan that offers both in and out-of-network provider options, • 401(k) Plan that offers pre-tax, Roth, and an after-tax employee contribution option which includes a company match., • An additional employer paid discretionary profit share contribution, regardless of your participation in the 401(k) Plan, • Generous time-off policy, • 12 company holidays, • Health care and dependent care flexible spending accounts, • Short-term disability insurance/salary continuation and long-term disability insurance, • Company provided basic life and accidental death and dismemberment insurance, • Employee gym discounts at select gyms, • Commuter benefits, • Voluntary pet health insurance, • Voluntary auto and homeowners insurance, • Voluntary employee, spouse, and dependent life insurance options The anticipated base salary range for this position is $135,000 to $170,000 and will be determined on an individualized basis depending on several factors that are unique to each candidate including geographic location (due to differences in the cost of labor), skills, education and prior relevant experience.

Job Description The Senior Counsel, Commercial Transactions will serve as a key member of MEI's Legal team, reporting directly to the Deputy General Counsel & Vice President, Legal. This role partners closely with our Development, Finance, and Operations teams to guide commercial and project transactions from early-stage structuring through financial close. The ideal candidate will be commercially minded and serve serve as a strategic advisor and partner to other members of the transactional team, playing a key role in securing new project acquisitions and development while leading diligence and closing processes with external partners. This position requires strong analytical and communication skills, and the ability to balance multiple, competing priorities on a regular basis. You'll work on a wide range of renewable energy projects, helping shape MEI's growth through thoughtful deal-making, creative problem-solving, and clear, pragmatic advice. This is an opportunity to join a purpose-driven company in a dynamic and evolving sector, where your legal expertise will directly advance the clean energy transition. What you'll own • Partner with internal teams to guide all phases of project transactions, from LOI through execution, across development, acquisition, and financing deals., • Draft, review, and negotiate key project and commercial documents, including (but not limited to):, • Membership Interest Purchase Agreements and Asset Purchase Agreements, • Power Purchase Agreements (PPAs), Subscriber Agreements, and Energy Services Agreements, • EPC and O&M Agreements, • Utility Interconnection and Land Agreements (leases, easements, licenses, etc.), • Tax equity and lender documentation (partnership agreements, loan agreements, etc.), • Advise on legal and commercial risks while ensuring alignment with MEI's strategic and long-term goals., • Collaborate across teams — from Development to Asset Management — to create structures that support sustainable project success., • Work directly with developers, investors, and lenders to close deals efficiently and equitably., • Engage and manage external counsel, while helping improve MEI's templates, processes, and internal knowledge sharing.What will help you succeed (don't need to check every box, but here is what will help you thrive)…, • Strong legal foundation – Juris Doctor from an accredited law school and active license to practice law in at least one U.S. jurisdiction., • Transactional experience – ~8+ years of experience at a top law firm and/or in-house legal department, including experience leading transactions from term sheet through close., • Deal execution skills – Proven ability to structure, negotiate, and close complex transactions involving multiple stakeholders under fast-moving or competing timelines., • Document drafting expertise – Experience preparing and negotiating a wide range of corporate and commercial agreements, such as PPAs, EPCs, and acquisition documents., • Commercial judgment – A practical, business-minded approach to balancing legal risk and strategic opportunity., • Collaboration and communication – Ability to work effectively with diverse teams across Development, Finance, Operations, and external partners., • Industry familiarity – Experience in solar or broader renewable energy is a plus, but not required. Benefits, • PTO and company holidays, • Medical, dental, vision, • Employer-paid short-term disability, long-term disability, life insurance, • 401(k) and company match, • Professional development stipend

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 pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth! RESPONSIBILITIES • GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms., • Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations., • Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives., • Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS, • 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company, • Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus), • Advanced spreadsheet and modeling skills and ability to draw insights, • Strong attention to detail, • Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams., • Strong problem solving skills and collaborative approach to solutioning, • Self-motivated and able to run with projects autonomously with minimal oversight, • Experience with executive-level reporting and presentations is a plus, • Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus, • Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus, • Familiarity with wealth management industry is a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $110,000-$140,000, • 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 Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors 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 services 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 Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations. RESPONSIBILITIES: • Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights to improve financial performance., • Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services., • Collaborate with other partners and managers to foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks., • Ensure compliance with auditing standards, regulatory requirements, and firm policies., • Actively participate in business development activities, including client acquisition and relationship building., • Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group., • Maintain a commitment to quality and excellence in audit services. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients., • Strong understanding of financial reporting, accounting principles, and regulatory requirements., • Excellent analytical and problem-solving skills., • Excellent leadership, communication, and interpersonal 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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer is seeking a Senior Compliance Professional (SCP) who will be an integral part of the Global Compliance Department, acting as an advisor to retail branch management. The SCP reports to the Chief Compliance Officer of our Private Client Division at our New York Headquarters. Your Role and Responsibilities (not limited to): Risk, Supervision and Compliance: • Evaluate transactional trends and patterns for potential escalation, • Handle inquiries from the retail branch system, • Oversee business ethics and regulatory practices, • Provide guidance on policies and procedures to retail employees, • Review, create and implement written supervisory procedures, • Collaborate with AML, Legal, Compliance and Operations Senior Management to create cross department efficiencies, • Actively identify risk and remediate issues, • Design and deliver applicable training for the business unit, • Must have at least 5 plus years industry experience, • Bachelor’s Degree, • FINRA Registrations: Series 7, 63/65 (or 66), 9,10 (or 8) licenses required, • Experience with Protegent Surveillance a plus, • Intelligent, enthusiastic self-starter with proven ability to multi-task, • Compliance and management experience, preferably in retail, • Must be able to maintain the highest level of confidentiality and ethical standards For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $135,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Job Title: Account Executive – Sales Location: New York City Metropolitan Area Job Type: Full-Time About Us: SmartRoom is redefining how businesses securely share and manage critical information. Our Virtual Data Room (VDR) platform empowers dealmakers, legal teams, and financial professionals to collaborate with confidence. Whether it's mergers & acquisitions, fundraising, audits, or compliance, our secure and intuitive platform helps teams move faster with less risk. We’re growing fast and looking for a driven, results-oriented Account Executive to join our New York City Sales team and help accelerate our next stage of growth. The Role: As an Account Executive, you will be responsible for generating and closing new business with middle-market investment banks, private equity firms, and enterprise corporate clients. Initially, your primary accounts will be investment banks. You’ll act as a trusted advisor, helping prospects understand how our VDR solutions can solve their most critical information-sharing challenges. This role is ideal for a motivated, self-starting sales professional with experience in SaaS and a passion for consultative selling. Key Responsibilities: • Own and manage the full sales cycle from prospecting to close, • Identify client needs and pain points through consultative discovery, • Conduct product demos and presentations tailored to prospect goals, • Develop and execute strategies to drive revenue growth, • Build and maintain strong relationships with decision-makers, • Bachelor's degree, • 3+ years of B2B SaaS sales experience (VDR, Fintech, or CRM is a plus), • Proven track record of meeting or exceeding quota, • Strong communication, negotiation, and presentation skills, • Comfortable managing complex sales cycles and multiple stakeholders, • Self-motivated, coachable, independent and highly organized, • Competitive base salary + uncapped commission, • Flexible work environment, • Generous PTO and paid holidays, • Health, dental, and vision insurance

Job DescriptionSalary: $100 an hour About Us Zuricare is a healthcare staffing service specializing in providing high-quality, reliable nursing professionals to healthcare facilities and other employers that require a nursing workforce. Position Overview We are seeking a seasoned Healthcare Industry Consultant with extensive experience and a strong national network of senior healthcare executives (e.g., Chief Nursing Officers, Chief Operating Officers, HR Directors, VPs of Clinical Operations) to support the expansion of Zuricares footprint in key markets, with an initial focus on New York City and its suburbs (including Long Island), but with a view to expanding into other national markets. This is a high-impact, results-driven role ideal for a well-connected healthcare professional who can confidently open doors to decision-makers and influencers at hospitals, health systems and other employers of caregivers. Compensation Structure • Hourly Rate. $100/hour for telephonic or in-person consultation., • Profit Share. Consultant will receive additional compensation in the form of a percentage of the net profit received by Zuricare under each staffing agreement with a qualified healthcare facility that results from the consultants introduction and support through to closing. Key Responsibilities • Leverage your industry experience and network to introduce our healthcare staffing service to senior leaders of healthcare facilities who are in a position to authorize entry into staffing agreements with Zuricare., • Facilitate initial conversations, meetings or referrals that lead to staffing agreements with a range of well-managed healthcare facilities with the financial capacity to hire Zuricares caregivers., • Provide consultation on business development strategies, client needs and industry trends., • Advise on proposals designed to communicate our service offerings to prospective clients., • Collaborate with our internal team to ensure alignment between client needs and our staffing capabilities., • Serve as a strategic advisor on relationship development, management and service positioning., • Other action items as may be requested. Qualifications • Minimum of a Bachelors degree, preferably (but not necessarily) in a business- or healthcare/medically-related field., • Minimum of 10 years experience in the healthcare industry, preferably with Manager- or Director-level business development experience in connection with healthcare staffing services or healthcare facilities (e.g., hospitals, hospital systems, licensed home care services agencies (LHCSAs) and/or nursing and rehabilitation centers)., • A robust, demonstrable network of senior leaders in hospitals, health systems and other healthcare organizations in New York City, its suburbs and other national markets., • Proven ability to influence and establish trust with decision-making healthcare executives., • Deep understanding of healthcare facilities staffing needs, healthcare operations and vendor contracting processes., • Familiarity with customer relationship platforms helpful., • Experience developing and executing strategic marketing plans helpful., • Strong communication, interpersonal and negotiation skills., • Self-driven, professional and able to work independently. Preferred Background • Former or current healthcare executives, consultants or business development professionals in the healthcare staffing space., • Individuals with prior experience at healthcare staffing agencies or consulting firms., • Professionals with a background in hospital administration, nursing leadership or clinical management. How to Apply Please submit your resume along with an optional short video (35 minutes) walking us through your career journey and experience, including highlights of your work in healthcare, your professional network and examples of how youve built or managed strategic relationships in the industry. You may record your video using Loom (a free and easy tool) or any comparable platform, and simply share the link within the application questionnaire. Zuricare is committed to creating an inclusive environment for all employees and consultants.

Job DescriptionSalary: 100,000 - 140,000 A career with Northwestern Mutual Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream. The Director of Supervision (DOS) supports the Managing Partner in shaping the culture of compliance in the office. The DOS is responsible for developing the supervision strategy and risk management approach for the office, serving as a member of the leadership team, and will be a trusted compliance advisor to representatives within the office. The DOS draws from personal experiences to inform their work, evaluate risk, and anticipate the needs of the office. Finally, the DOS will bring an enthusiasm for new ways of working, an eye for efficiency, and an ability to motivate and lead others. Responsibilities • Lead the strategic execution of the Network Office compliance and supervision program., • Collaborate with other leaders and integrate compliance into other business functions., • Work as a member of the leadership team to determine the strategic direction of compliance and other business priorities., • Interpret data and developing strategic metrics to drive outcomes and mitigate risk., • Perform review and supervision of multiple systems, including, but not limited to, flagged email and social media correspondence, transaction/trend supervision, and compliance monitoring systems., • Complete on-site inspections, client file reviews, and compliance related interviews of Financial Representatives and their staff., • Maintain books and records for the Offices of Supervisory Jurisdiction, Registered Branch Offices and other field locations as required by FINRA., • Provide a consultative and advisory role to Financial Representatives and field staff, related to risk management, regulatory change, policies and procedures, and documentation requirements., • Develop supervisory plans to address non-standard behavior or to address sales practice concerns., • Help set the strategic direction of the Local Network Office compliance program., • Train Financial Representatives and staff on compliance, regulatory, or related topics. Qualifications • Active and valid FINRA Series 7, 9/10 and 63 registrations are required., • Active and valid FINRA Series 7, 24, 4, 53, and 63 may be considered in lieu of S7, 9/10, and 63., • Active Life/Health licenses, or the ability to obtain within 3 months., • 5-7 years of industry experience with an emphasis in compliance/supervision., • Strong working knowledge of standard industry and regulatory policies and procedures., • Sound decision-making skills; ability to use a mixture of analysis, experience, and judgment to arrive at a conclusion or recommendation., • Ability to identify issues, trends, and potential sales practices issues with the purpose of escalating or addressing them., • Highly detailed and data-oriented with solid critical thinking, organizational and analytical skills., • Ability to prioritize workload and seek support when appropriate, as well as work within a larger team., • Strong written and oral communication skills., • Experience handling highly sensitive communications. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Job DescriptionSalary: $160k - $200k Who We Are Delve Deeper is a Performance Media Agency focused on helping clients grow their customer base by integrating the power of Tech & Data in Media. We act as one highly functioning team that is powered by our professional Fire in the Belly, with a passion for creating exceptional value by delighting our clients and creating an engaging work environment for our team members. We deliver digital marketing management, first-party data science and consulting, and adtech/martech systems integration & reselling on a global scale. We connect the dots between data and technology in media by identifying our clients' super fans, deterministically finding more of them, and converting them online in the most effective way. Delve Deeper has been recognized as Built In Colorados Best Places to Work for the past four years in a row. Our culture emphasizes professional development in an environment where everyone can have an impact. We are passionate about seeing our team through self-care, family, community and (of course) career growth. As a privately owned company, we dont get caught in red tape, instead we pave a path of growth for those with a passion to succeed professionally. Delve Deeper is a fast-paced company with proven success with high-profile global customers such as UNICEF, International Rescue Committee, Virgin Voyages, Gerber Life Insurance, Apple Leisure Group, Orange, and Hebe. Headquartered in Boulder, Colorado, Delve Deeper also has offices in Warsaw and Minsk, as well as team members in 10 other countries. What Were Looking For Delve Deeper is seeking a seasoned and strategic Director of Business Development to serve as the senior-most sales leader responsible for driving revenue growth and client acquisition for our $30MM digital media and marketing agency. This executive will own all aspects of new business development, enterprise sales strategy, pipeline generation, and deal closure with a particular emphasis on expanding our footprint in the insurance, financial, nonprofit, NGO, and charitable giving sectors. The ideal candidate brings a proven record of cultivating high-value partnerships, engaging C-suite and board-level stakeholders, and delivering measurable results. They will leverage Delve Deepers strengths in performance media, first-party data science, and technology integration to deliver data-driven marketing solutions to mid-size and enterprise clients. This is a high-visibility leadership role that will shape the agencys growth trajectory, strengthen market position, and drive transformative outcomes for mission-driven organizations on a global scale. Location This role is based in our Louisville / Boulder, Colorado office, where we follow a hybrid schedule: Tuesdays, Wednesdays, and Thursdays in-office, with flexibility to work remotely on Mondays and Fridays. We are also open to candidates based remotely in the New York City or Washington, D.C. areas, provided they can be in close proximity to clients in those markets as needed. The position requires up to 35% travel to meet with clients and attend industry events. For candidates outside of Colorado, we offer a relocation package to help make the move seamless. We want our leaders to feel fully supported as they join the team. What Youll Do • Build and Manage Pipeline Develop and maintain a high-quality pipeline through targeted prospecting, relationship cultivation, and integrated inbound/outbound strategies., • Serve as Trusted Advisor Present sophisticated, data-driven marketing solutions to senior decision-makers, building credibility and trust as a consultative partner., • Own Complex Sales Cycles Lead RFP responses, proposals, and high-stakes presentations in collaboration with strategy, analytics, and creative teams., • Align for Client Success Partner with internal teams to ensure seamless execution of sales commitments and high client satisfaction., • Deliver Sales Targets Track KPIs such as pipeline velocity, win rates, and client lifetime value, to hit given revenue sales targets. What You Bring • Proven Revenue Target Hitter Consistently meets or exceeds revenue goals, with a strong track record of delivering measurable growth., • Intrapreneurial Mindset Operates independently with initiative, ownership, and creativity in uncovering and driving new opportunities., • Empathetic Listener & Trusted Advisor Exceptional emotional intelligence, able to listen deeply, ask insightful questions, and guide conversations toward meaningful outcomes (e.g., using FIND and MEDIC)., • Process & Project Management Discipline Detail-oriented and systematic; committed to using sales enablement resources, rigorous HubSpot tracking, and structured processes., • 8+ years of progressive experience in business development, enterprise sales, or strategic partnerships, ideally with nonprofit/charity sector exposure., • Expertise in digital media, performance marketing, customer lifetime value, fundraising, and donor acquisition/retention., • Exceptional communication, negotiation, and presentation skills, with influence at the highest levels., • Strategic thinker with entrepreneurial drive; resilient, resourceful, and results-oriented. What Delve Deeper Offers • Health Benefits: Comprehensive (100% company-paid) health coverage for employees & their families, including medical, dental, and vision insurance. We also offer FSA and HSA health options with a company contribution., • Other Benefits: Life Insurance and Disability Coverage, • Retirement Plan: 401(k) plan with a 4% match/company contribution, • Paid Time Off (PTO): Generous vacation, sick leave, and paid holidays, • Parental Leave: Up to 3 months of paid time off for new parents, • Wellness Program: $1,250 annual reimbursement for health and well-being (gym membership, ski passes, meal plans, fitness equipment, etc.), • Beautiful Office & Workspace: Newly built and designed office exclusively for Delve Deeper with local restaurants, shopping, and hiking/biking trails. Large common areas filled with snacks, beverages, and regularly catered meals!, • Hybrid Working Model: Tuesdays, Wednesdays, and Thursdays in-office with the option to work from home on Mondays and Fridays Compensation This role offers a base salary range of $160,000 $200,000 with an on-target earnings (OTE) potential of $250,000 $325,000. The annual performance-based bonus program rewards both individual results (sales targets, new business) and company-wide success, with significant upside for exceptional performance. Delve Deeper is an equal opportunity employer. We believe that diversity enriches the workplace and we are committed to growing our team with the most talented and passionate people from every community. Delve Deeper strives to create a culture of unity and respect, and to that end, we have a zero tolerance policy for behavior that promotes harassment, hate, and discrimination of any kind. We are committed to providing reasonable accommodations for qualified individuals. If you require assistance during the application process due to a disability, please let us know.

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

Job Description Position Title: SENIOR REGIONAL CONTROLLER (Hybrid) - New York, NY Salary: $145,000 - $160,000 Other Forms of Compensation: yearly bonus Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary The Senior Regional Controller is a results-oriented finance role that reports directly to the Divisional VP of Finance, working closely with RA’s Operations team to improve profitability and cash flow. DUTIES: • Act as financial advisor and business partner to the VP of Finance., • Manage and control the annual budgeting process and assist with the presentation to Divisional Management., • Coordinate the Forecast process and work with the operations team to produce action plans to rectify any performance issues., • Provide financial evaluation of new business and rebid proformas, working closely with the sales and operations team to ensure financial goals are achievable. Improve the quality of financial review through benchmarking and sensitivity analysis., • Negotiate where appropriate in client negotiations e.g., contractual discussions, AR disputes., • Oversee the monthly close process and work closely with the field accounting team to continually improve the close process., • Analyze and review of weekly and monthly results and work closely with the operational team in order to agree action plans to resolve financial issues., • Seek continuous improvement in account profitability through raising the financial awareness and financial competence of the operations team., • Focus on improving business cash-flow notably through:, • Effective management of Account Receivables, • Efficient utilization of capital investment, • Sound inventory management, • Ensure sound financial control throughout the region and work closely with the Internal Audit Department to ensure:, • ICR targets are delivered, • Audit report recommendations are implemented promptly, • Loss prevention disciplines are in place (cash handling, timely payment of invoices, inventory, etc…), • Recruit, coach and develop financial support staff., • Ensure that assets are set up properly with the accounting and capital assets department by making certain that all invoices are forwarded in a timely manner., • Provide client ad-hoc reporting as needed., • Review and analyze Compass reporting to proactively confront potential issues., • Attend divisional and regional meetings as needed. EDUCATION: • Must hold a four-(4) year accounting degree, • CPA and MBA are also preferable WORK EXPERIENCE: • Minimum of five (5) years in a Senior Financial role within a Service or Retail organization, • Demonstrate leadership qualities OTHER: Proficient in Microsoft Excel, PowerPoint and Word. Previous experience with SAP is preferable Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1473093 Restaurant Associates Jacinda Moore [[req_classification]]

Job Description We are an SEC Registered Investment Advisor working with high-net-worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate. Job role: Trading Operations Analyst Job Overview: We are seeking a Trade Operations Analyst to join our Trading & Execution team. This is an exciting opportunity for someone eager to contribute to the growth and success of our business. We are looking for someone with high attention to detail and organizational skills with strong technical skills, who is passionate about investing. In this role, you will assist the trading team in executing investments across all asset classes for our clients, who collectively manage approximately $600 million in assets. This full-time (on-site) position offers a competitive compensation in the $90,000–$120,000 range, depending on experience, along with 401(k), commuter and insurance benefits. Key Responsibilities: • Trading, Cash Management & Portfolio Rebalancing, • Execute trades across various client portfolios, including model trading, block trading, tax loss harvesting, and Alternative Investments trading., • Manage cash flow for daily or ongoing distribution requests as necessary., • Monitor financial markets and collaborate with the Asset Allocation Committee to implement firm-wide trades., • Utilize the portfolio rebalancing system to analyze, approve, and execute daily trades., • Develop personalized asset allocation strategies and innovative investment solutions to help clients achieve their financial goals., • Assist in the trade settlement and reconciliation processes to ensure accuracy and compliance., • Monitor account filters to identify and capitalize trading opportunities for client accounts., • Client Portfolio Analysis & Proposal Building:, • Analyze incoming client portfolios and build tailored proposals that meet client needs., • Data Maintenance & Platform Management:, • Maintain accurate data across multiple systems within the investment platform., • Collaboration & Client Support:, • Work closely with internal teams and external partners, since we act as the Outsourced Chief Investment Officer (OCIO) for other financial advisors., • Generate ad hoc trade reports, including model updates, as requested., • Prepare structured note summary reports for advisors and their clients., • Provide ongoing support in building and maintaining client relationships., • Bachelor's degree 1-2+ years financial services experience, • Detail oriented with strong organization skills, • Analytical and logical, • Proficient with Excel, • Ability to prioritize and manage multiple tasks with a keen attention to detail, • Familiarity with equity, fixed income, and mutual fund securities and markets, • Familiarity with programming languages a plus, • Interest in pursuing Chartered Financial Analyst designation a plusCompany DescriptionGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or moreGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or more

Job DescriptionWho Are We? Have you struggled to reserve that coveted summer camping spot at a state park? Have you wondered why you’re stuck filling out a paper form to renew a permit? What about not being able to reserve your favorite pickleball court from your phone? Kaizen Labs is redefining government technology and building solutions across parks & recreation, permitting, citizen engagement, and more. We recognize that incumbent software systems are inefficient and sometimes broken. That’s why we believe residents and public servants across America’s 85,000 government agencies deserve access to modern, trusted software that rivals what we use in our daily lives. Kaizen’s software currently serves 25 million residents across the country. Some of our partners include the City of Santa Clarita, Vail Recreation District, and Pima County. Most recently, we launched day pass software for 20 million visitors across Maryland’s state parks. Here is a quick video capturing the essence of our work with Pima County, AZ! Founded in 2022 and based in New York City, we’re backed by Accel and Andreessen Horowitz. Our team of 25 (and growing) is eager to leave a lasting impact on the public services that are so critical to our health, safety, and wellness. The Role We’re looking for a Product-Led Deployment Lead to serve as the connective tissue between our customers and our Engineering, Product, and Design (EPD) org. In this high-impact role, you’ll lead complex customer launches, shape product direction through frontline insights, and help scale mission-critical implementations nationwide. You’ll operate with autonomy, build trusted customer relationships, and drive cross-functional execution that makes a real difference for public institutions. This is a role for someone who thrives at the intersection of deployment, product, and strategy - and who wants to stay close to both user impact and technical execution. Who You Are * You’ve led high-stakes customer deployments in ambiguous environments where you had to set the direction and do the work * You’re equally comfortable in the weeds of a technical workflow as you are framing strategy for a non-technical audience * You think in systems - not just about shipping software, but how it gets used, scaled, and improved over time * You’re energized by creating clarity, mentoring teammates, and delivering outcomes in messy, fast-moving contexts * You care deeply about public institutions and believe great software can help them better serve their communities What You’ll Do * Own mission-critical deployments: Lead complex, high-priority customer launches from scoping to go-lives - including technical setup, workflow mapping, and stakeholder alignment * Be the frontline voice of the user: Serve as the bridge between customers and the EPD team, translating real-world needs into actionable product feedback and roadmap input * Drive cross-functional execution: Partner with design, engineering, and sales to bring clarity to messy problems, resolve blockers, and ensure teams are aligned * Lead with urgency and empathy: Whether it’s jumping on a call to debug a data sync or crafting a last-minute training deck, you’ll do what it takes to make customers happy and successful * Scale what works: Build and refine implementation playbooks, internal tools, and training materials to level up how we deploy software as a team * Coach and grow others: Mentor other deployment strategists and help onboard new hires, sharing your expertise on configuration, communications, and customer strategy * Champion user impact: Serve as a trusted advisor to public sector leaders, helping them not just adopt Kaizen, but reimagine how they deliver services to their communities What You Bring * 5 - 8 years of experience in software implementation, deployment, or product-facing roles (e.g., Implementation Lead, Product Manager, Solutions Architect, or something similar) * Proven success leading large, complex software rollouts, especially in government, civic tech, healthcare, or other industries with legacy systems * A track record of working in flat, fast-paced organizations where you had to both lead and execute * Strong technical fluency and the ability to translate customer problems into product requirements, influence product direction through structured feedback, and collaborate effectively with engineers * Outstanding communication skills across stakeholders - from frontline staff to C-level leaders * Experience building scalable processes, tools, or documentation that improved implementation outcomes * A high-slope growth mindset, you’re a fast learner who thrives in ambiguity and doesn’t wait for permission to act * Comfort with project management and tooling (e.g., Jira, Linear, Asana, Monday) Base Salary is $150k - $200k 💚 At Kaizen, we believe that great work starts with taking great care of our people. We’re building something meaningful, and that starts with a culture where people genuinely love to work. Here’s how we support you - in and out of the workplace: 🩺 Comprehensive Health Coverage We offer Silver, Gold, and Platinum PPO plans through Oxford (United), with 85% of premiums covered for employees on the Platinum plan, with a $0 premium option 🏥 Dental, Vision & Financial Wellness You’re covered with Guardian PPO dental and Beam vision plans - Kaizen pays 99% of premiums for employees and 50% for dependents. We also offer: * 💳 Flexible Spending Accounts (FSA & Dependent Care FSA) * 🛡️ $100,000 in fully paid life insurance * 🏦 401(k) access through Guideline 🤰🏼 Parental Leave That Supports Families Because time with your growing family matters. * 🍼 16 weeks fully paid for birthing parents and 10 weeks paid for non-birthing parents 🗽 Everyday Support & Flexibility * 🚆 $50/month toward your commute * 🏡 One-time setup stipend (up to $750) for your home or NYC office * 💪 $100/month for wellness or productivity 🎡 Perks That Make Life Better * 🎉 $250/year for recreation - because fun matters * 📚 $500/year for professional development - because growth does too * 🍱 Expensed lunch three days a week when you're in the office * 💻 Company-provided laptop 🌴 Time Off to Recharge * 🌅 Unlimited PTO * 🇺🇸 All federal holidays off * ☃️ A company-wide winter break during the week of Christmas Kaizen provides equal employment opportunities to all employees and applicants 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 are committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our organization. If you need assistance or an accommodation due to a disability, please email us at . This information will be treated as confidential and used only to determine an appropriate accommodation for the interview process. Compensation Range: $150K - $200K

Job DescriptionSalary: $90,000 - $115,000 Location: Remote Job Type: Full-time About Us! Ready Computing is a full-service IT firm specializing in data-centric technology solutions for clients worldwide. We provide expert consulting, development, and managed services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional office in the UK and a growing global presence, we serve as a trusted advisor and solution provider for organizations looking to optimize their technology and data strategies. We are seeking a Healthcare Solution Developer to join our team and build high-performance interoperability solutions in the healthcare IT space. If you have a passion for healthcare data integration, cutting-edge technology, and solving complex challenges, this role is for you. What Youll Do Develop & Optimize Healthcare Solutions • Design and implement scalable, high-volume data integration and interoperability solutions using InterSystems HealthShare, IRIS, Ensemble, Cache, and ObjectScript., • Create, enhance, and maintain healthcare system interfaces using HL7v2, HL7v3, FHIR, CDA, and X12., • Work with clients, vendors, and internal teams to define, optimize, and implement healthcare data exchange solutions., • Guide clients on best practices for health IT interoperability., • Develop and implement FHIR Services and interoperability, • Develop REST/SOAP web services for data exchange and system interoperability., • Leverage modern SDLC tools and methodologies to streamline development., • Utilize GIT, Atlassian, and scripting to improve deployment and integration processes., • Stay ahead of industry trends and recommend innovative solutions. What You Bring Technical Expertise • 5+ years of experience with InterSystems HealthShare, IRIS, Ensemble, Cache, and ObjectScript., • Hands-on experience with HL7, X12, CCD/CDA, XML, and JSON., • Strong background in backend web services such as REST and SOAP., • Deep understanding of healthcare interoperability standards., • Experience implementing MPI, Provider Directories, and terminology mapping solutions., • Ability to analyze complex integration scenarios and implement efficient, scalable solutions., • Strong communication skills to work with cross-functional teams and clients., • A proactive mindset with a focus on continuous improvement and innovation. Preferred Qualifications • Familiarity with IHE profiles and frameworks for data exchange., • Experience working with FHIR-based solutions., • Background in cloud-based healthcare applications and API development., • Experience with containerization (Docker, Kubernetes) for deployment automation., • Understanding of database optimization and performance tuning in InterSystems environments., • Previous experience working in agile teams and CI/CD pipelines., • Experience in AWS Cloud Engineering and Application Development, • Exposure to AWS serverless computer services, including:, • AWS Lambda, • Amazon DynamoDB, • AWS Step Functions, • Other related AWS tools and services Home Office Requirements • A minimum internet speed of 25 Mbps for downloads and 1.5 Mbps for uploads is required., • A private Wi-Fi network with a strong, unique password is necessary to access company data or systems., • The company provides a monthly internet stipend. New hires must complete a speed test during onboarding and update any default router passwords to ensure secure network access. Why Join Us? Innovative & Impactful Work Your contributions will shape healthcare technology and improve patient outcomes. Global Reach & Growth Opportunities Work with leading experts in healthcare IT and enterprise solutions. Collaborative & Dynamic Culture Join a supportive team environment that values knowledge-sharing, mentorship, and career development. Competitive salary and benefits package, including: • Four health plan optionsto fit your needs., • 401(k) matchingto help secure your financial future., • Flexible Paid Time Off (PTO)for work-life balance., • Wellness programsto support your mental and physical well-being., • Financial planning services to help you manage your future. Ready to Apply? If youre excited about healthcare IT, system integration, and building next-gen interoperability solutions, wed love to hear from you! Apply now or contact for more information. Ready Computing is an equal opportunity employer. We do not discriminate with regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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 pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth! RESPONSIBILITIES • GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms., • Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations., • Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives., • Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS, • 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company, • Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus), • Advanced spreadsheet and modeling skills and ability to draw insights, • Strong attention to detail, • Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams., • Strong problem solving skills and collaborative approach to solutioning, • Self-motivated and able to run with projects autonomously with minimal oversight, • Experience with executive-level reporting and presentations is a plus, • Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus, • Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus, • Familiarity with wealth management industry is a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $110,000-$140,000, • 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 Hi, we're Oscar. We're hiring an Associate, Operational Forecasting to join our Production Resource Management team. Oscar is the first health insurance company built around a full stack technology platform and a 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 You will execute various forecasting and planning analyses to help optimize resourcing and financial planning for production teams within Oscar. You will report to the Sr. Director, Production Resource Management. 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: $98,400 - $129,150 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities • Develop detailed operational forecasts - for volumetric demand & resourcing needs - and subsequently support leadership in generating budget estimates based on the forecast, • Work with stakeholder teams to ensure forecast models align with business objectives and changes, • Work with data teams to source required data and refine as needed for analyses, • Learn the business and support periodic planning discussions with business stakeholders, • Use tools and data platforms relevant to the role (such as Workday, Jira, BigQuery, Looker, etc.), • Use business acumen and analytical experience to work through ambiguity, • Manage multiple concurrent tasks effectively and deliver professional & high-quality work promptly, • Collaborate with team members and be a trusted advisor to leaders & stakeholders, • Own insights generation and follow-up for a major business unit, serving as the first point of contract for Sr. Managers, Associate Directors and Directors, • Analyze data to support business teams in making better informed, data-driven decisions, • Use data to tell a story that non-technical colleagues will be able to understand, including packaging and presenting findings in a clear, concise and compelling manner, • Collaborate across the organization, including owning stakeholder relationships with managers & senior managers , to identify actions to achieve improvements and monitor initiative impact, • Support other strategic projects as assigned to meet business needs, • Compliance with all applicable laws and regulations, • Other duties as assignedQualifications, • 2+ years of demonstrated work in operations forecasting and/or operations modeling, • 2+ years of demonstrated work with large datasets and distill analyses into relevant insights with a structured and systematic thought process, • 2+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests, • Strong communication skills, verbal and written, around business reporting impact and requirements, as demonstrated by 5+ examples / projects of presenting analysis to Leadership (Director+), • 1+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected Sheets, • 3+ years of technical work experience using analytical tools and writing analytical reportsBonus points, • 1+ years experience in healthcare, investment banking or insurance industry 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 Notice to Job Applicants.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job DescriptionAbout Us At RavenPack, we are at the forefront of developing the next generation of generative AI tools for the finance industry and beyond. With 20 years of experience as a leading big data analytics provider for financial services, we empower our clients, including some of the world’s most successful hedge funds, banks, and asset managers to enhance returns, reduce risk, and increase efficiency by integrating public information into their models and workflows. Building on this foundation, we are now launching a new suite of GenAI and SaaS services, designed specifically for financial professionals. Join a company that is powering the future of finance with AI. RavenPack has been recognized as the Best Alternative Data Provider by WatersTechnology and included in the Top 100 Next Unicorns by Viva Technology. We’re now preparing to launch Bigdata.com, a next-generation platform aimed at transforming financial decision-making. About the Role We’re seeking a Senior Account Executive to join our dynamic New York team and lead strategic sales of RavenPack’s enterprise AI and SaaS solutions, including our groundbreaking Bigdata.com platform. This role is an opportunity to take ownership of a high-impact territory, working with some of the largest and most sophisticated financial institutions in the world. Reporting directly to the Chief Business Officer, you will collaborate cross-functionally with Client Success, Data Science, and Product teams to drive business outcomes. Key Responsibilities * Enterprise Sales Execution: Drive full-cycle, consultative sales processes, from prospecting to close, targeting enterprise financial institutions across the Americas. * Strategic Account Growth: Build and manage long-term relationships with key stakeholders across buy-side and sell-side institutions. * Solution Selling: Understand and position complex financial SaaS and API-based offerings as integrated solutions to client problems, not just products. * Cross-Functional Collaboration: Work closely with internal teams to align on product roadmap, feedback loops, and go-to-market strategies. * Forecasting & Pipeline Management: Use CRM and sales tools to maintain accurate records, forecast revenue, and report on progress. * Pricing & Negotiation: Lead pricing discussions and contract negotiations with a strategic mindset and long-term value orientation. * Thought Leadership: Represent RavenPack at key industry events and client briefings as a trusted advisor and expert in financial AI solutions. What You BringRequired: * 10–15 years of enterprise sales experience selling into financial services (asset management, hedge funds, banks). * Proven track record of exceeding $1M+ annual quotas and successfully managing complex sales cycles (6–12+ months). * Deep familiarity with solution selling or consultative sales models. * Experience selling SaaS, APIs, platforms, or enterprise data solutions to technical and business decision-makers. * Strong domain knowledge of financial markets, data infrastructure, and client workflows. * Exceptional communication and executive presence with the ability to influence C-level stakeholders. * Comfortable selling to both technical (e.g., CTO, quant teams) and commercial (e.g., CIO, CEO) buyers. * Bachelor’s degree in Business, Finance, Computer Science, Mathematics, or related field. Preferred: * Prior experience in a fast-paced startup or scale-up environment. * Exposure to channel partnerships or managed service provider networks. * Advanced degree (MBA, CFA) is a plus. What’s in It for You? * Growth Opportunity: Join a rapidly scaling global company with 180+ team members and a mission to revolutionize financial decision-making through AI. * Innovative Product Suite: Be on the front lines of launching Bigdata.com and expanding RavenPack’s next-gen GenAI offerings. * Global Culture: Work with colleagues across New York, Madrid, and Marbella in an international, collaborative environment. * Team of Experts: Collaborate with top-tier talent from Silicon Valley, Wall Street, and leading academic institutions. * Flexibility & Balance: Enjoy paid vacation, flexible time off, and a supportive work-life balance policy. * Comprehensive Benefits: Healthcare insurance, 401(k), and more. * Diversity & Inclusion: RavenPack is proud to be an Equal Opportunity Employer.

Job DescriptionAbout Flexport: At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Senior Finance Manager, Omnichannel Fulfillment The Opportunity: Flexport's omnichannel fulfillment business is one of the company's most important and fastest-growing strategic pillars. With more than 3 million square feet of warehouse space across five fulfillment centers — and rapid expansion ahead — we're building a best-in-class network to help brands scale and meet customer expectations in the U.S. As senior finance manager for omnichannel fulfillment, you'll be the finance leader helping to define, measure and accelerate this growth. You won't just manage budgets — you'll help shape the future of how customers' products flow through our network, maximize return on investment for new fulfillment assets and technology, and identify bold opportunities for efficiency and automation. You'll partner directly with operations, technology, product and sales leaders to push beyond incremental improvements and help us build the most efficient and scalable fulfillment network in the industry. This is a unique role for a strategic finance leader with strong analytical horsepower who thrives in complex, operationally intensive businesses. You'll lead a small finance team, work regularly on-site at our fulfillment centers to understand the business firsthand, and operate with autonomy to challenge the status quo. The role also offers significant opportunities for career growth, both within the fulfillment business and across Flexport more broadly. You will: • Lead financial strategy and execution for Flexport's U.S. fulfillment business, directly supporting a 3 million-plus square-foot warehouse network across five facilities., • Partner across operations, technology and sales to achieve higher financial and operational performance targets, driving visibility, accountability and results., • Identify and implement automation and AI-enabled financial tools to improve forecasting, reporting and decision-making at scale., • Own complex modeling for network expansion, real estate, ROI/ROIC and last-mile strategy — helping to shape Flexport's long-term fulfillment footprint., • Drive efficiency by challenging existing processes and evaluating automation and network optimization opportunities., • Act as a trusted advisor and thought partner to senior executives on strategic investment decisions., • Lead and grow a high-performing finance team, setting the vision and creating pathways for career development., • 8+ or more years of experience in finance, strategy, consulting or operations, with exposure to complex, fast-scaling environments. Prior experience in fulfillment, warehousing, logistics or other operationally intensive industries is a strong plus., • Exceptional analytical, quantitative and financial modeling ability; you love digging into data and building insights and cases that drive decisions., • A track record of going beyond FP&A — shaping and influencing both financial outcomes and operational strategy., • Demonstrated success working across functions and influencing without direct authority. You know how to push the business without losing alignment., • A builder's mindset: comfort with ambiguity, curiosity to challenge the status quo and the creativity to design smarter, more automated solutions., • A relentless drive for excellence. You thrive in high-stakes, high-growth environments and bring both detail orientation and big-picture vision., • Strong communication and executive presence — able to distill complexity into clarity for senior stakeholders. #LI-onsite The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the posting's respective region. Our salary ranges are determined by role, level, and location. Within the range displayed, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education and / or training. The US base salary range for this position (this does not include bonus, equity and benefits):$155,000—$194,000 USDCommitment to Equal Opportunity At Flexport, our ability to fulfill our mission of making global commerce easy and accessible relies on having a diverse, dedicated and engaged workforce. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, physical and mental disability, health status, marital and family status, sexual orientation, gender identity and expression, military and veteran status, and any other characteristic protected by applicable law. Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. By submitting your application, you are agreeing to our use and processing of your data as required. Please see our Privacy Notice available at for additional information.

Job Description About Us We are a a global financial technology firm serving over 200 of the world's leading financial institutions, including asset owners, broker-dealers, hedge funds, and lending banks. Since launching in 2001, we have become a trusted partner to the securities finance industry, offering a suite of Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions that power efficiency and connectivity across global markets. Our trading platform processes more than $40 trillion in annual notional making us an integral part to the functioning of capital markets. Headquartered in New York with offices across North America, EMEA, and Asia-Pacific we are proud to be Great Place to Work Certified in multiple countries. We are consistently recognized for excellence and innovation and offer an environment where talented people can make a real impact on the future of financial technology while growing their careers in a collaborative, global team. About the Role We are looking for a Senior Human Resources Business Partner (HRBP) to join us in New York. This role will play a key part in shaping and executing our people strategy across multiple regions. The HR team partners closely with business leaders to drive performance, build capability, and ensure a culture of inclusion and excellence. As a strategic advisor, this role will be pivotal in aligning HR strategies with business objectives, managing complex employee relations matters, and delivering scalable people solutions that enable growth. The Senior HRBP will work with senior stakeholders globally, supporting initiatives that drive engagement, performance, and organizational effectiveness. What You'll Do • Independently lead and close out PIPs/ER issues., • Build strong relationships with managers to enable coaching dialogue on all people topics including performance management, giving and receiving feedback, and organizational design, resulting in improved performance outcomes and talent development., • Lead the movement of TA team members over to be fully papered at EquiLend (own and orchestrate the TUPE consultation process)., • Support the CPO and consultants on the successful project management and execution of the PEO to fully ensured benefits transition in the US by EOY 2026., • Serve as a trusted advisor to managers across the organization, aligning HR strategy with business goals and supporting organizational growth., • Provide coaching and advisory support to managers to build leadership capabilities and enhance team performance., • Act as the primary point of contact for employee relations issues across the US and EMEA, managing complex cases with sound judgment., • Support succession planning, workforce planning, and organizational design initiatives., • Facilitate the performance review process, ensuring fairness, consistency, and alignment with company objectives., • Drive employee engagement initiatives that foster a positive culture and high levels of retention., • Partner with global HR colleagues to ensure consistency in employee experience across offices., • Design systems and processes to report on global HR metrics that measure organizational health and talent performance. Manage the data and report out on it as needed, including for board materials., • Support business-wide learning needs and coordinate learning and development programs in the US, including leadership development and ad hoc training initiatives., • Partner with Legal to codify and, where needed, publish HR policies and procedures for the employee base., • Shape and reinforce culture through HR practices that promote inclusion, collaboration, and accountability., • Maintain up-to-date knowledge of labor laws and regulatory requirements in the US, UK, and EU, ensuring risk mitigation and compliance., • Project-manage strategic HR initiatives, including M&A integrations as they arise., • Play a lead role on compensation strategy, headcount planning, and other high-impact projects that support growth and scalability., • Partner with Talent Acquisition to identify future workforce needs and ensure a seamless hiring experience aligned with business objectives., • Lead periodic organizational health assessments and drive follow-up action plans with business leaders., • Contribute to the development of equitable and competitive total rewards frameworks across regions., • 8+ years of HR business partnering experience, with a track record of independently supporting a business unit(s) of meaningful size across the full spectrum of HR matters (talent, performance, employee relations, development, compensation, change)., • Experience within technology or financial services, ideally in a global, high-growth, and scaling environment., • Ability to align HR strategies with business objectives, influencing senior stakeholders and driving organizational outcomes., • Data-driven and metrics-focused, with the ability to assess impact and demonstrate results against key people and business KPIs., • Knowledge of labor laws and employment practices across the US (UK and EU are nice to have), with proven expertise in managing complex employee relations matters., • Strong background in performance management, succession planning, and leadership development, with the ability to design and implement scalable solutions., • Demonstrated success in managing HR projects such as M&A integrations, organizational transformation, or large-scale change initiatives., • Possess a servant leadership mindset, feeling responsibility for identifying opportunities for improvement and pursuing initiatives that make a meaningful impact on the business., • Excellent written and verbal communication skills with the ability to influence, build trust, and partner effectively at all levels of the organization., • Adaptable, collaborative, and proactive, with the ability to manage ambiguity and thrive in a fast-paced, evolving environment., • Demonstrates strong analytical and data interpretation skills to support strategic workforce decisions., • Shows proficiency with HR systems and tools (e.g., Workday or similar) for data reporting and process management., • Displays sound judgment and discretion when managing confidential or sensitive employee matters., • Demonstrates a continuous improvement mindset, seeking efficiencies in HR processes and programs., • Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year., • Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend., • Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success., • Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day., • 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. #LI-Hybrid

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role: As our first full-time in-house counsel, you will lead our legal function, providing strategic and operational support across key business and regulatory matters. This role requires a proactive, hands-on attorney who can build legal infrastructure from scratch, integrate legal considerations into daily operations, and enable scalable growth. You'll manage commercial contracts and develop strategies to mitigate legal risks while advancing business objectives. You will serve as a trusted advisor to the executive team and cross-functional leaders, delivering clear, actionable legal guidance aligned with our goals. Your work will directly shape how we innovate, expand, and navigate an evolving regulatory landscape. What You’ll Do: * Own commercial contracts: draft, negotiate, and manage enterprise SaaS agreements, MSAs, partnership agreements, and vendor contracts. * Build contract strategy: create templates, playbooks, and scalable negotiation processes that streamline operations and reduce risk. * Advise on privacy and data protection: GDPR, CCPA, SOC 2, ISO 27001, and financial regulatory compliance; support or lead data privacy impact assessments (DPIAs) and compliance programs. * Provide guidance on IP/licensing, employment, and corporate governance matters. * Partner with outside counsel on specialized or complex legal matters. * Establish legal infrastructure: document management, intake systems, reporting, and processes to scale with the business. * Translate complex legal requirements into clear, actionable guidance for executives, teams, and customers. What We're Looking For: Experience: * 5–10+ years total legal experience (mix of top-tier law firm and in-house preferred), including 2+ years in-house at a SaaS, fintech, or regulated tech company, ideally post‑Series A/B. * Data security/privacy experience is strongly preferred. * Deep commercial contracts experience: drafting, negotiating, and managing enterprise SaaS agreements, MSAs, partnership agreements, and vendor contracts. * Privacy and data protection expertise (preferred): familiarity with GDPR, CCPA, SOC 2, ISO 27001, and financial regulatory frameworks; experience with DPIAs and compliance programs. * Exposure to IP/licensing, employment, and corporate governance matters. * Experience working with outside counsel on specialized issues. Skills: * Proficient with legal tech tools (contract lifecycle management, e-signature, etc.). * Strong business judgment: delivers pragmatic, risk-balanced guidance that enables growth. * Autonomous and organized: able to prioritize, structure, and scale a legal function independently. * Clear communicator: translates legal complexity into actionable, precise guidance for non-lawyers. * Process-oriented: builds systems, intake processes, and reporting to support business operations. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $225K - $350K

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: • Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO., • Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory., • Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning., • Build relationships with current and prospective investors, analysts, and investment banks., • Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures., • Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners., • Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls., • Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels., • Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging., • Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy., • Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks., • Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. About You: • 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech., • Proven experience leading a company through a successful IPO and/or managing public company investor relations., • Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights., • Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors., • Deep familiarity with capital markets and public company dynamics, including regulatory requirements., • Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models., • Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

Job DescriptionMeet the Company:We are MERU. A values-driven, impact-oriented team dedicated to fixing companies. We provide advisory services and data analytics support to middle-market companies ($50M - $2B in annual sales), and our clients include private equity firms, credit funds, investment banks, and law firms. We bring deep turnaround experience, a group of veteran operators, and an incentive-aligned approach to any situation. MERU was founded by professionals from Alvarez & Marsal and McKinsey and has seen rapid growth in the five-plus years since its founding. The MERU Way & Valuing Our Team:We're Partners, not consultants. When you join MERU, you will help our clients solve their most pressing problems, supported by a team of people who will challenge you, support you, and inspire you. In order to be Partners, we don't silo people into just one functional area of the business, instead advancing our team's capabilities by providing training for every service that MERU offers. Additionally, we don't just focus on technical skills but also leadership style and soft skills, so MERU team members not only know what it means to manage a client engagement but to lead a team to success. In training team members to be well-rounded individuals, we can deliver an overall higher impact to clients, allowing the ability to gain experience in diligence, turnarounds, interim management, data science, and more. To aid this career advancement and development, MERU provides an internal Coach to each team member in order to guide and maintain their professional development plan goals. Unlike most Firms, we actually focus on the achievement of those goals for each individual team member, providing opportunities that would not usually be offered. Finally, MERU values personal time, only traveling when necessary in order to celebrate and respect your personal life. We believe that by encouraging and mandating balance, it will lead to happier and longer-tenured team members. When you come to MERU, you come to further your career and maintain your entrepreneurial spirit, never losing sight of the desire to provide meaningful impact, solutions, and value to clients. Learn more about our colleagues’ core characteristics and culture here: As the Director of Marketing & Business Development at MERU, you will shape how our brand shows up in the market and how we deepen trusted relationships with clients and partners. This is a senior role for someone who thrives at the intersection of marketing strategy, business development enablement, and client relationship cultivation. You’ll bring proven experience in high-touch, trust-based sales environments (professional services, private equity, or adjacent sectors) and a track record of building programs that generate measurable growth. You’ll serve as both strategist and hands-on leader—elevating MERU’s profile, guiding campaigns and events, and equipping our team with the right tools, messages, and relationships to drive impact.Director, Marketing & Business Development Job Responsibilities • Define and execute an integrated marketing strategy that positions MERU as a trusted partner in professional services, • Partner with firm leadership to develop thought leadership, campaigns, and brand assets that resonate with private equity and C-suite audiences, • Ensure consistency and excellence across all channels, from digital to events to client touchpoints, • Identify growth opportunities in target markets, industry sectors and with the firm’s key relationships, • Ensure brand consistency across all channels, materials, and communications, • Lead efforts to map and strengthen key client, private equity, advisor relationships and other referral sources, • Develop CRM, pipeline, and market intelligence practices that support firm-wide growth, • Partner with firm leadership and service line groups to drive client acquisition and retention of firm key accounts, • Collaborate with firm professionals on client targeting, cross-selling, and relationship management initiatives, • Support proposal development, pitch materials, and client presentations, • Oversee creation of high-impact content (articles, case studies, newsletters, events) tailored to target audiences, • Guide digital presence and implement the firm’s digital marketing strategy (website, LinkedIn, SEO/SEM) to ensure visibility and inbound engagement, • Measure and report campaign effectiveness, using insights to refine tactics and drive ROI, • Lead firmwide campaigns, initiatives, and events to increase visibility and client engagementDirector, Marketing & Business Development Job Qualifications, • 10+ years of experience in marketing, business development, or client strategy roles, preferably in professional services (consulting, investment banking, law, private equity, wealth management, executive search, or adjacent fields), • Proven track record in high-touch, trust-based, low-volume sales/relationship environments, • Strong strategic thinking skills with hands-on execution ability, • Excellent writing, communication, and presentation skills, • Familiarity with CRM systems, marketing automation, and digital campaign tools, • Skilled at managing multiple stakeholders and priorities in a fast-moving environment, • Success at managing and mentoring junior team members or external resources as needed, • Ability to work closely with partners, service line leaders, and cross-functional teams to align marketing and business development efforts, • Willingness to work full-time in MERU’s Atlanta (preferred) or New York City offices, with <25% travel, • Authorization to work in the United States, • Experience in private equity ecosystem (fundraising, investor relations, or advisory marketing), • Background working with senior decision-makers (CFOs, investors, boards), • Comfort with Salesforce, Pardot, Marketo, or similar platforms, • Event design and execution experience (from executive roundtables to large conferences)

Job Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Director - Data Cloud Solution Consulting in New York (USA). This senior leadership role provides the opportunity to drive adoption and growth of a modern data cloud platform within the life sciences sector. You will combine technical expertise and client-facing skills to support pre-sales engagements, demonstrating how data solutions create value, optimize efficiency, and support commercial outcomes. This role requires designing and delivering data assessments, guiding clients through complex analytics, and mentoring team members. You will collaborate closely with internal stakeholders to inform product roadmaps, shape strategic initiatives, and elevate the organization’s market presence. The ideal candidate thrives in a hybrid work environment, enjoys solving challenging problems, and is passionate about healthcare data and analytics innovation. Accountabilities • Serve as a subject-matter expert on the Data Cloud platform, focusing on commercial and patient data products., • Lead pre-sales engagements by consulting with clients, performing data assessments, and delivering tailored demonstrations., • Contribute to the development of standardized pre-sales frameworks, methodologies, and analysis templates for consistent client engagement., • Manage multiple analytics projects, ensuring on-time delivery while directing priorities and activities of team members., • Act as a thought leader by shaping market narratives, educating clients, and creating forward-looking content., • Collect market and client feedback to inform product roadmap decisions and feature development., • Support business development activities, including responding to RFPs and assisting account partners., • Build and maintain trusted client relationships at key accounts through consultative advisory. Requirements • 12+ years of experience in healthcare data, analytics, or related commercial domains., • Proven ability to engage effectively with all levels of client organizations., • Strong technical expertise with pharmaceutical commercial data sets, including experience with vendors such as IQVIA, ICON, and Komodo MapLab., • Proficiency in SQL and project management tools (e.g., Jira, Confluence)., • Excellent critical thinking, analytical, and presentation skills., • Passion for bringing new products to market with entrepreneurial energy., • Ability to function as a trusted advisor in client-facing engagements., • Willingness to travel as needed for customer meetings and internal events., • Preferred: Data visualization skills (Tableau, Power BI), experience with product/agile teams, and familiarity with labs/genomics or remittance data. Benefits • Medical, dental, vision, and basic life insurance coverage., • Flexible PTO and company-paid holidays., • Retirement programs and financial benefits., • 1% charitable giving program., • Competitive compensation range: $150,000 - $300,000 base, with potential for variable bonuses or stock options., • Hybrid work environment with flexibility to work from home or office. Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching. When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.

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 Description OnScent is seeking a dynamic Finance & Accounting Manager who will play a pivotal role in overseeing our accounting operations, financial reporting, and compliance processes. The ideal candidate will be a technically strong accountant with demonstrated leadership skills, deep knowledge of GAAP, and proven experience optimizing systems such as NetSuite. You will: take on increasing responsibility for financial reporting, cash flow management, and strategic planning; demonstrate leadership by building a scalable accounting function and mentoring staff and, become a trusted financial advisor to the executive team. This role is critical to shaping and building the finance team by being onsite at our Hackensack, NJ location, although hybrid arrangements may be considered in the future. Key Responsibilities will include, but are not limited to: • Manage day-to-day accounting operations, including AP, AR, payroll, and general ledger., • Lead monthly and year-end close processes, ensuring timely, accurate financial statements., • Prepare and analyze balance sheets, income statements, and cash flow statements., • Oversee cost accounting, inventory valuation, and reserve calculations (E&O, shrink)., • Maintain 13-week cash forecast model and monitor liquidity., • Establish and enforce accounting policies, procedures, and internal controls., • Ensure compliance with US GAAP, tax laws, and regulatory requirements., • Coordinate external audits and tax filings, serving as primary contact for auditors., • Oversee risk and insurance requirements., • Partner with leadership on budgeting, forecasting, and strategic financial planning., • Conduct financial analysis to support investment, cost optimization, and business decisions., • Lead process improvement and automation initiatives, leveraging NetSuite to enhance efficiency and reporting capabilities., • Supervise and mentor accounting staff, fostering a high-performance culture., • Collaborate with cross-functional teams to improve financial visibility and decision-making., • Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred., • 7–10+ years of progressive experience in accounting/finance, including management experience., • Strong expertise with NetSuite and advanced Excel., • In-depth knowledge of US GAAP, reporting standards, and compliance., • Demonstrated ability to lead teams and manage audits., • Excellent analytical, organizational, and communication skills., • Adaptable, proactive, and able to thrive in a fast-paced environment. OnScent is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or veteran status. * All offers of employment are contingent upon the successful completion of a background check, which may include verification of employment history, education, criminal records, and other relevant information. The background check will be conducted in compliance with applicable federal, state, and local laws.

Job DescriptionAt Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence. What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved. Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here! We are seeking a highly analytical, self-motivated Solution Architect with deep expertise in Retail/Supply Chain Planning and Financial Planning/CPM solutions to join our Professional Services team. This strategic role blends technical acumen with business insight to drive transformative change across the Retail, CPG, and Manufacturing sectors. You will lead complex projects, design and implement best-in-class planning solutions, and serve as a trusted advisor to clients. Your ability to combine technical depth with functional expertise will be crucial in fostering adoption, building long-term relationships, and identifying new opportunities for innovation. Key Responsibilities: • Lead end-to-end delivery of S&OP, Retail Planning, or Corporate Performance Management (CPM) solutions., • Partner with clients to analyze business needs, gather requirements, and design scalable, future-proof solutions., • Serve as a technical and functional guide for project teams, ensuring high-quality implementations aligned with client goals., • Translate complex business requirements into robust solution architectures using best practices and cutting-edge technology., • Act as a subject matter expert in planning and performance management domains internally and externally., • Manage stakeholder relationships, establishing credibility with C-level executives, technical teams, and business users., • Support pre-sales efforts including Proof of Concept (POC) development and solution demonstrations., • Stay current on industry trends and emerging technologies in BI, S&OP, predictive analytics, and performance management., • Create knowledge assets such as whitepapers, reference architectures, and reusable frameworks., • Provide mentorship, training, and leadership within internal teams and during client engagements.Qualifications & Skills:, • 8+ years of experience in BI, Retail, FP&A, Supply Chain, or CPM solution implementations., • Proven expertise in at least one core area: Supply Chain Planning, Retail Planning, or Financial Planning., • Strong knowledge of multi-dimensional modelling, relational databases, and data integration., • Hands-on experience with tools such as Board, Anaplan, SAP IBP, Oracle, or TM1 is highly desirable., • Demonstrated ability to lead cross-functional teams and deliver on-time, high-impact projects., • Excellent client-facing skills, with the ability to present to executive stakeholders., • Strong problem-solving mindset and a passion for innovation in planning and analytics. Your personal data will be stored for as long as it is necessary to process the job applications that you submitted and for the provision of the service that you requested. Your personal data may also be processed for the fulfillment of the obligations provided for by law. Your data will in any case be deleted without unjustified delay once the aforementioned legal obligations have been fulfilled. Your personal data are collected and used by Board International SA and/or its subsidiaries that are located in the EU or outside on the basis of the appropriate safeguards provided by the European Regulation 2016/679. At any time you may request to access, to correct and/or delete your personal data used by Board International SA or by its subsidiaries for recruiting purposes. For further question, please refer to our Privacy Policy at Powered by JazzHR AezjMp2hMu