Financial advisor jobs in Union City, New Jersey - Page 3Crear alertas

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

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

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

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

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

Job DescriptionHead of Finance – allwhere Location: NY Metro (NYC Preferred) Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion. The Opportunity We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financial advisor to the CEO and executive leadership team. What You’ll DoStrategic Financial Leadership & Business Model Strategy • Partner with the COO and CEO to drive allwhere’s financial strategy and oversee cash flow management to enable profitable growth., • Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability., • Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications., • Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings., • Partner with leadership to refine allwhere’s business model and identify opportunities to improve unit economics and margin performance.Working Capital & Credit Management, • Optimize working capital management, balancing cash flow with business growth., • Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline., • Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure., • Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk., • Implement efficient accounts receivable and payable processes to improve cash flow predictability., • Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.Cost Structure & Vendor Economics, • Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics., • Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices., • Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale., • Implement financial processes to track, analyze, and optimize vendor spend and operational costs.International Expansion & Compliance, • Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities., • Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors., • Scale treasury and payment operations to support international business growth.Team Leadership & Process Optimization, • Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth., • Strengthen internal financial controls, risk management, and reporting accuracy., • Partner with operations and product to automate financial workflows and improve efficiency.Who You Are, • You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors., • Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater., • Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model., • Experience managing global financial operations (multi-entity, multi-currency)., • Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials., • Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies., • Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization., • Strong track record of cost structure management, vendor negotiations, and logistics cost optimization., • Skilled in financial modeling, FP&A, and capital allocation., • Builder mentality – able to create systems from scratch while optimizing for scale., • Experience leading finance teams as well as cross-functional teams in a fast-paced environment., • Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.Why Join Us?, • Lead finance at a rapidly scaling, category-defining company with a clear path to dominance., • Own a high-impact role with direct influence over strategy, growth, and financial execution., • Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment., • Competitive compensation, equity, and leadership growth opportunities. allwhere is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. 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Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Must be in the office, no remote available. Looking for an immediate hire. Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

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

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

Job Description Counseling In Schools (CIS) is a dynamic community-based organization founded in 1986 with a mission to promote the emotional and social growth of children so that they can thrive in school and succeed in life. For nearly 40 years, Counseling In Schools has created and fostered relationships with local schools, homeless shelters, and communities to enable New York City’s children to thrive – academically, socially, and emotionally. Our expert team includes licensed mental health and youth development professionals who fully integrate into the community, providing programs that equip children, families, teachers, and administrators with the right tools for preventing and coping with the challenges they face. We envision and work toward a bright future, full of possibilities, where each child can flourish and reach their full potential. Counseling In Schools is currently seeking a Human Resources Director. The Human Resources Director plays a key leadership role in managing and enhancing the organization's HR functions, ensuring alignment with our mission-driven culture and strategic objectives. This position oversees HR operations including talent acquisition, employee relations, performance management, compensation and benefits, compliance, and organizational development. The HR Director partners with leadership to foster a diverse, inclusive, and equitable workplace. Key Responsibilities: Strategic HR Leadership • Develop and implement HR strategies that support the organization's goals and mission., • Collaborate with senior leadership on organizational planning and staff development. Talent Acquisition & Retention • Lead recruitment efforts to attract and retain top talent., • Develop and enhance onboarding and offboarding processes that reflect organizational values. Employee Relations & Culture • Serve as a trusted advisor on employee relations, conflict resolution, and organizational culture., • Promote diversity, equity, and inclusion (DEI) initiatives across the organization. Performance Management • Manage performance evaluation systems to ensure fair evaluation and professional development., • Guide managers in addressing performance issues and implementing improvement plans. Compliance & Policy Management • Ensure compliance with federal, state, and local employment laws and nonprofit-specific regulations., • Maintain and update employee handbook, HR policies, and procedures. Compensation & Benefits • Oversee administration of benefit programs and compensation scales, • Evaluate benefit programs and make recommendations based on employee needs and budget. Training & Development • Excellent organizational and time management skills, • Commitment to professional development, • Demonstrated goal orientation and focus on outcomes and results, • Strong knowledge of employment law and HR best practices, • Proven experience in employee relations, performance management, and talent development, • Excellent communication, interpersonal, and problem-solving skills, • Good organizational and time management skills, • The ability to multitask and prioritize assignments & tasks, • 3-5 years experience working with non-profit organizations, preferably in clinical or educational settings, • Master's Degree in Human Resource Management, Business Administration, or related field, • Familiarity with remote platforms including G Suite, Zoom, Webex, Microsoft Teams, etc, • HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP)., • Experience working in a nonprofit or mission-driven organization., • Familiarity with HRIS and payroll systems (e.g., ADP, Paylocity, Paychex). Benefits & Paid Time Off: Reports To: Chief Operating Officer Compensation: Salary Range: $100,000-$115,000; commensurate with experience Powered by JazzHR vViE3f5Dxu

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

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

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

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About the Role Monstro is hiring a senior Wealth Strategy Subject Matter Expert to serve as the internal authority on comprehensive wealth management across cashflow, tax, legal, investment, and financial planning domains. This role is comparable in scope and seniority to a Principal Wealth Strategist or Advanced Planning Strategist at top-tier financial institutions. It is a foundational hire, responsible for ensuring that Monstro's early financial logic reflects institution-grade rigor, correctness, and cross-domain judgment. Why This Role Matters Monstro is building an intelligence-first financial platform where early decisions compound quickly. Errors in wealth logic — especially across tax, legal, and investment domains — create downstream risk that is difficult to unwind later. This role exists to ensure: • Technical correctness from the outset, • Cross-domain dependencies are properly understood and modeled, • Serve as the internal authority on comprehensive wealth strategy across:, • Tax, • Estate planning and legal structures, • Investments, • Broader financial planning, • Bring deep expertise in one or more domains, with the ability to reason across all four as an integrated system, • Establish standards for accuracy, completeness, and consistency of financial logic, • Review and validate early advice frameworks, assumptions, and edge cases, • Act as a senior technical reviewer for high-impact or high-risk planning scenarios, • Define and articulate institution-grade wealth strategy logic in a form that can be safely operationalized over time., • Translate expert financial judgment into clear strategic principles, constraints, and decision guidance across tax, legal, investment, and planning domains, • Identify where rules-based approaches are appropriate versus where expert judgment or guardrails are required, • Surface risk, edge cases, and dependency considerations that must be respected in any downstream implementation, • Establish the foundational structure for Monstro's wealth strategy reasoning., • Define Monstro's initial wealth strategy architecture from a domain-expert perspective, • Document and clarify cross-domain dependencies and interactions (e.g., tax ↔ estate ↔ investment tradeoffs), • Ensure early strategy decisions form a coherent, defensible foundation that can scale without rework, • Guard against oversimplification that could introduce hidden downstream riskWhat Success Looks Like, • Monstro's core financial logic reflects institution-grade wealth strategy rigor, • Cross-domain interactions are correctly modeled and defensible, • Early product decisions demonstrate technical depth and sound judgment, • Product and engineering teams have clear, actionable guidance, • The platform is positioned to expand scope without foundational correctionWhat We're Looking For, • Senior-level experience equivalent to a Wealth Strategist or Advanced Planning Strategist at a top financial institution, • Advanced professional designation such as:, • CPA, • JD / Attorney, • Deep tax expertise with strong understanding of downstream implications, • Demonstrated experience in estate planning and legal structures, • Broad financial planning background beyond a single specialty, • Strong academic and technical foundation, • Ability to reason across domains and understand compounding effects, • Comfort operating as a senior IC and technical authority, • Not a junior, sales-oriented, or relationship-only advisor profileNice to Have, • Experience supporting digital advice platforms or fintech products, • Prior work translating expert judgment into scalable systems, • Exposure to AI-enabled or rules-based financial tools, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage., • Compensation Range (New York City): $252,000 - $281,000

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

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

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

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

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

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

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

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

Job 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 Our client, a well-established publicly traded retail company, is seeking a Vice President – Controller to lead their corporate accounting and reporting functions. This is a highly visible leadership role responsible for overseeing all aspects of financial reporting, operational accounting, and internal controls in a complex, fast-paced public company environment. Key Responsibilities: * Lead and manage the corporate accounting function, including general ledger, month-end close, accounts payable/receivable, fixed assets, and payroll. * Oversee the preparation and filing of all SEC reports (10-Q, 10-K, 8-K), ensuring accuracy, timeliness, and compliance with U.S. GAAP and SEC regulations. * Maintain and enhance SOX compliance and internal control frameworks across all accounting processes. * Partner with FP&A, Treasury, Tax, and other cross-functional teams to support strategic and operational initiatives. * Provide leadership and mentorship to a growing team of 5+ accounting professionals, fostering a culture of accountability, accuracy, and continuous improvement. * Serve as a key accounting advisor to executive leadership and external auditors. Qualifications: * Bachelor's degree in Accounting, Finance, or related field; CPA required. * 10+ years of progressive accounting experience, including recent experience in a U.S. publicly traded company. * Proven track record of ownership over SEC filings (10-Q/10-K). * Strong knowledge of U.S. GAAP, SOX compliance, and operational accounting best practices. * Hands-on, detail-oriented leader with the ability to operate strategically while managing daily accounting functions. * Prior experience in retail, consumer products, or multi-entity environments is highly desirable.

Job Description MinistryHub is honored to partner with the Riverside Church in their search for an Executive Minister. Please direct all applications through MinistryHub and any inquiries to . Who is Riverside Church? We are an interdenominational, interracial, international, open, welcoming, and affirming church and congregation. The history of The Riverside Church reflects a transformation from a predominantly white Protestant congregation to a multiracial and multicultural church that has been at the vanguard of social justice advocacy, liberation theologies, LGBTQIA+ ministries and a witness that affects the full flourishing of all people. All ministry at Riverside Church must reflect the diversity of our congregation, city, and world. Love and justice are at the heart of Riverside Church and ever present in our witness. At Riverside, God is the God of the oppressed who stands with the poor and the outcast. We believe our work must transform individuals, communities, and systems. Position Summary The Executive Minister leads the strategy, management, and evaluation of The Riverside Church’s programs and has primary responsibility for the supervision, coaching, and development of the clergy program team. As a member of the leadership team, the Executive Minister plays a key leadership role in guiding Riverside’s mission and organizational success. This position oversees programs and clergy capacity building. Reports to: Senior Minister Classification: Full-time, Exempt Flexible schedule, Sunday-Thursday Salary: $175,000 – 190,000 Core Job Functions EXECUTIVE MINISTER • Oversees Clergy and Program Staff on behalf of Senior Minister., • Sits in the second chair in the absence of the Senior Minister., • Participates as a member of the leadership team with the Senior Minister and COO. Plays a key role in the overall development, strategic planning, service delivery, and management of the church across multiple areas., • Participates in and provides leadership for church-wide learning, development, and culture-building activities., • Interacts with the Church Council as a thought partner and liaison to Commissions. STAFF DEVELOPMENT AND MANAGEMENT • Directly supervises clergy to build their supervisory and managerial leadership skills to engage, encourage, empower, and motivate program staff., • Provides strategic guidance and coaching to clergy in program planning, management and implementation for increased effectiveness and accountability., • Sets expectations for program teams and monitors performance and progress, • Leads effort in establishing staff goals and objectives and measures results against program impact, effectiveness, and other predetermined accountability parameters., • Provides leadership, and support to program teams to enhance their ability to collaborate effectively, leverage internal partnerships, and foster greater cohesion., • Collaborates with senior leadership to develop organizational policies, procedures, and protocols related to programs., • Cultivates relationships and establishes partnerships between different program areas, encouraging knowledge sharing, resource utilization, and collaborative problem-solving., • Determines staffing requirements to achieve program goals and objectives and participates in hiring decisions for new program staff. PROGRAM DEVELOPMENT AND MANAGEMENT • Leads programmatic development and implementation for the church, aligned with strategic priorities and ensures equity throughout., • Establishes measurable, achievable program area goals and objectives on an annual basis and monitors progress., • Oversees the coordination, integration, and delivery of programs and related activities., • Oversees the creation of templates, best practices, and standard operating procedures., • Promotes collaborative relationships between program areas and ensures that the expectations of members, partners, funders, and other stakeholders are consistently met., • Develops and fosters a high-performance, collaborative and accountable culture throughout program teams, aligned with core values and church commitments to equity and inclusion., • Works with clergy and teams to establish methods for evaluating program outcomes and leverages internal and/or external resources to inform program results., • Stays abreast of developments in the external environment of the nonprofit / religious sector and ecosystem; develops new program ideas and pilot projects that incorporates input from the community., • Collaborates with the COO and Finance Director to budget and monitor programmatic operations to ensure sound fiscal and systems management and provides guidance and oversight on budgets and financial monitoring to clergy., • Deploys resources efficiently and effectively toward church goals, working with teams to balance workload and activities., • Serves as thought partner and advisor to colleagues ensuring programmatic strategy and operations in close collaboration with areas such as finance, development, IT and data systems, and communications. Other duties as assigned by the Senior Minister. Qualifications • Master of Divinity degree required., • Membership and ordination in a recognized denomination i.e. American Baptist Church, United Church of Christ, Evangelical Lutheran Church in America, Presbyterian Church (USA), Reformed Church in America, Episcopal Church, African Methodist Episcopal Church, Methodist Church, etc., • 7+ years of experience in management or leadership roles, preferably in program leadership, development, or evaluation in the nonprofit / religious sector., • 4+ years of experience successfully supervising and managing staff and teams., • Experience in a multi-cultural setting preferred., • Commitment to and heart for the liturgical calendar., • Ability to listen and effectively communicate with peers, staff, council, funders, and partners while managing relationships with both internal and external stakeholders., • Consistency and goal orientation, problem-solving aptitude, flexibility, creativity, and discretion., • Leadership capacity at team and organizational levels and in leading through change., • Proven track-record of building and managing projects from conception to completion., • Strategic, cross-functional thinker with a strong desire to move towards implementation and action., • Commitment to the church’s mission, vision, and values., • Commitment to diversity, equity, and inclusion while fostering a culture of belonging., • Commitment to collaboration and continuous learning at all levels of the organization

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description PRODUCT STRATEGY SENIOR Are you a project leader responsible for defining the 'why' and 'how' behind digital products, their investments and the expected OKRs? Our client, a modern digital consulting firm built for the AI era, is looking for a Product Strategy Senior to translate complex data into compelling narratives and roadmaps that drive executive alignment and measurable business value. HIGHLIGHTS • Operate with significant autonomy, • Serve as a key advisor to client leadership on market positioning, growth projections, and long-term product strategy., • Hybrid delivery flexibility with client travel and team co-locations (NY, IL, CO)., • Be part of the modern digital consulting firm build for the AI era. HOW YOU'LL CONTRIBUTE: • Conduct deep-market and competitive research to identify emerging trends and white-space opportunities for digital products., • Build sophisticated financial and growth models to project the ROI and impact of product initiatives., • Define high-level product strategy and prioritization frameworks aligned to executive business objectives., • Apply expertise in Telecommunications and Media sectors to guide clients through an increasingly competitive marketplace., • Create high-impact, 'consulting-grade' PowerPoint materials that distill complex strategies into clear, actionable executive presentations., • Use data and narrative to influence senior stakeholders and drive consensus across disparate business units., • Serve as the primary point of accountability for strategic outcomes and vision alignment., • Perform rigorous data analysis to validate customer insights and product opportunities., • Pilot and integrate new AI tools into the research and strategy development process to accelerate delivery and enhance insight depth., • Lead and mentor a dedicated Thresh team, establishing best practices for strategy development and presentation craft., • Partner with design and engineering leaders to ensure strategic vision is technically feasible and aligned to user needs. ABOUT YOU! • 4+ years' experience in digital product strategy at a consulting firm, in-house, or driving growth at a successful startup., • Proven experience working at a large firm or a boutique consultancy specializing in digital product or Telco/TME strategy preferred., • Deep knowledge of the Telco industry and strategy preferred and knowledge of the broader TME landscape required., • Exceptional storytelling skills with mastery of PowerPoint and deckbuilding for executive audiences., • Strong proficiency in data analysis and the ability to build growth., • Ability to move between high-level vision and execution discipline seamlessly. AN EQUAL OPPORTUNITY EMPLOYER Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, JD). The salary range estimate below is inclusive of all departments within the company and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $165,000 to $195,000, not including other competitive benefits

Job DescriptionCompany Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends—we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate. But that's not all. Strategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, Strategy's stock has outperformed every company in the S&P 500. Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence. Our corporate values—bold, agile, engaged, impactful, and united—are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued. Join us and be part of an organization that lives and breathes innovation every day. At Strategy, you're not just another employee, you're a crucial part of a mission to push the boundaries of analytics and redefine financial investmentJob Description The Role: As a Strategy Senior Customer Success Manager, you will own the complete end-to-end lifecycle of a portfolio of enterprise accounts—including onboarding, adoption, renewals, expansion, and advocacy. You will be fully accountable for ensuring customers achieve measurable business outcomes and long-term success on the Strategy platform. This role is a blend of technical consulting, management consulting, and strategy consulting. You will act as a trusted advisor, helping customers optimize ROI, reduce total cost of ownership (TCO), define their AI and data strategy, and stay ahead of industry trends. Success is measured by delivering industry-leading Net Revenue Retention (NRR), strong Net Promoter Scores (NPS), and consistent year-over-year expansion. You’ll collaborate across Sales, Product, Engineering, and Support to drive seamless execution and adoption of cloud-native architecture, Data Fabric, and AI-driven analytics. A major focus will be leading customers through large-scale transformation initiatives—ranging from cloud migrations and data modernization to AI and data strategy, new business use cases, and enterprise-wide optimization—that deliver lasting impact and measurable value. Location: New York City. This role requires candidates to be based in the NYC area with regular in-office collaboration. Key Responsibilities Customer Engagement & Strategy * Own the full customer lifecycle—onboarding, adoption, renewals, expansion, and advocacy. * Build strong executive and operational relationships, positioning yourself as a strategic advisor. * Translate customer goals into actionable success plans with measurable outcomes. * Share industry benchmarks, market trends, and best practices to drive customer advantage. Adoption, Expansion & Advocacy * Lead onboarding and early adoption to accelerate time to value. * Drive adoption health, ROI realization, and expansion of new use cases. * Partner with Sales to identify and execute expansion opportunities. * Develop advocates through case studies, references, and executive sponsorship. Cloud-Native, Data Fabric & AI Leadership * Help customers leverage Strategy’s cloud-native architecture, Mosaic (our Data Fabric and universal semantic layer), and AI capabilities to unify data, modernize operations, and scale effectively. * Guide customers through cloud migration projects to optimize performance and lower TCO. * Deliver solution consultation, demos, and best practices across business and technical stakeholders. Portfolio & Business Impact * Manage a multimillion-dollar ARR portfolio with accountability for renewals, retention, and growth. * Proactively identify risks and ensure accurate forecasting. * Deliver against key success metrics: NRR, NPS, adoption milestones, ROI, and advocacy. Collaboration & Advocacy * Work cross-functionally with Sales, Product, Engineering, and Support to deliver seamless customer outcomes. * Serve as the voice of the customer internally, influencing product roadmap and service enhancements. * Ensure timely resolution of issues by coordinating across teams. Qualifications * Bachelor’s degree in Business, Computer Science, Engineering, or related field. * 10+ years of experience in Customer Success, Consulting, or Advisory roles with enterprise SaaS preferred (requirement varies by level; hiring across all levels of CSM). * Strong consulting skills with ability to link customer goals to measurable outcomes. * Proven success managing large ARR portfolios with high NRR and retention. * Experience with cloud-native services, cloud migration, and defining customer AI and data strategies (BI/AI/analytics). * Executive communication and influencing skills across technical and business stakeholders. * Familiarity with agile delivery and program management practices. * Cloud certifications (AWS, Azure, GCP) are a plus. Additional Information Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis. Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at . Visit Strategy’s Careers page for additional information.

Job DescriptionSalary: About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Serving consumers, enterprises, and crypto treasuries, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and increases transparency to open up blockchain-powered finance for everyone. To learn more about Uphold, please visit . The Opportunity Uphold is seeking a Head of Crypto Lending & Borrowing to lead and scale our newest product vertical: the ability to borrow against and lend digital assets. This is a senior, high-impact leadership role responsible for defining the commercial strategy, building the business model, and delivering measurable growth across lending and borrowing products. The ideal candidate brings deep experience in crypto lending and borrowing, a strong grasp of digital asset markets, and a proven ability to launch and scale revenue-generating products within regulated environments. You will partner closely with Product, Legal, Risk, Compliance, and Engineering teams to drive growth while managing operational and financial performance. What youll be doing primarily • Own the P&L for the Lending & Borrowing business unit accountable for both revenue generation and cost efficiency., • Define and execute the commercial strategy for Upholds digital asset lending products, focusing on customer acquisition, retention, and profitability., • Collaborate cross-functionally with Engineering, Legal, Risk, Treasury, and Compliance to ensure scalable and compliant business operations., • Build and manage partnerships across the crypto ecosystem including institutional lenders, exchanges, decentralized protocols, and liquidity providers., • Analyze market trends and competitor offerings to identify opportunities for growth and differentiation., • Develop and lead a high-performing team, fostering a results-driven, innovative, and risk-aware culture., • Serve as a strategic advisor to executive leadership on all matters related to digital asset credit markets, DeFi integration, and on/off-ramp liquidity management. Required Qualifications • 10+ years of experience in financial services, crypto, or fintech, including leadership roles in lending, borrowing, or structured products., • Proven success in building or scaling a digital asset lending business ideally in both retail and institutional markets., • Deep understanding of crypto markets, blockchain-based collateral models, and DeFi protocols., • Strong financial acumen with P&L ownership experience., • Excellent stakeholder management and executive communication skills., • Understanding of U.S. lending regulations and digital asset risk frameworks., • Prior experience launching crypto lending or yield products at a leading exchange, lending platform, or fintech., • Experience working in a regulated, fast-paced, and globally distributed organization., • Fluency in using large language models to increase performance in professional settings., • Based in or willing to relocate to New York (preferred). Bonus if you have • Passion for Decentralized Finance, • Network of industry contacts across institutional crypto and DeFi ecosystems. What we have to offer you • Annual bonus program based on individual, team and company performance., • Home office stipend to support the setup of a productive home office., • Generous PTO, healthcare coverage, and employee assistance programs., • Interesting and fun events and celebrations., • Foodie culture and well-stocked office kitchen. Salary:$202,000 - $245,000+ Bonus, Benefits If this job isnt exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Position: CastleOak's equity trading team consists of highly motivated and seasoned professionals with strong institutional relationships and a relentless focus on growth. We provide comprehensive trading capabilities, including algorithmic, high-touch, and program trading across domestic and global markets, operating 24/6 to meet client needs. We are seeking a senior-level equity sales trader with deep global electronic trading expertise and a proven ability to sell algorithmic strategies and liquidity solutions. The ideal candidate has a strong rolodex of institutional clients actively engaged in electronic trading, a robust understanding of U.S. market structure, and familiarity with international equity markets and workflows. Key Responsibilities: • Leverage a book of institutional electronic trading relationships to drive revenue and onboard new accounts., • Act as a trusted advisor to clients on execution strategy, liquidity sourcing, and algorithmic optimization across global markets., • Proactively sell CastleOak's electronic and algo trading suite, articulating differentiated performance and routing logic., • Possess expert-level knowledge of U.S. equity market structure, including order types, venues (ATS/exchanges), dark pool dynamics, and regulatory considerations., • Demonstrate familiarity with international markets, including T+ settlement cycles, local microstructure, and cross-border order handling., • Provide pre- and post-trade analysis to clients, including VWAP, arrival price, and venue markout commentary., • Collaborate with client trading & quant teams to offer client feedback that enhances algorithmic trading performance and platform features., • Deliver real-time market color, execution insights, and high-touch coverage when needed., • Ensure all activity is compliant, well-documented, and adheres to risk and regulatory controls., • 5+ years of equity trading or electronic sales trading experience, • Demonstrated ability to generate revenue through electronic trading client coverage, • In-depth expertise in U.S. equity market structure and global trading protocols, • Strong sales skills with a history of institutional client acquisition and retention, • Familiarity with industry-leading EMS/OMS platforms and algorithmic providers, • FINRA Series 7 & 63 required, Series 55 & 24 a plus, • Excellent communication and analytical skills, • Experience launching or scaling electronic trading platforms, • Base Salary: $150K–$200K, commensurate with experience, • New York, NY (Hybrid: Minimum 3 days in-office per week) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs, and create compelling ROI narratives., • Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase., • Experience in enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $165k - $185k per annum plus commission plan of 100% of basic salary (uncapped) · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays ???? · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off ????️‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Job Description THE ROLE We are looking for an accomplished, thoughtful Director of Human Resources to lead and evolve the people function for a growing, founder-led, multi-location organization. This role is both strategic and hands-on, responsible for building scalable HR infrastructure while serving as a trusted partner to leadership and teams across the business. The Director of HR will work closely with the Founder and senior leaders to shape culture, support growth, and ensure strong, compliant people practices for a high-end, rapidly growing retail business. This is a full-time, in-office role based in Lower Manhattan, ideal for a high-impact HR leader who enjoys being close to the business—setting direction while also rolling up their sleeves to execute with care, clarity, and sound judgment. RESPONSIBILITIES Talent & Recruitment • Own the end-to-end recruiting strategy and candidate experience across the organization, • Partner with hiring leaders to define role scope, compensation, and hiring priorities, • Establish clarity around sourcing ownership between HR and hiring managers, • Lead employee relations matters with discretion, empathy, and sound judgment, • Train and support managers on performance management and feedback practices, • Maintain and evolve HR policies, handbooks, and internal documentation, • Own the annual performance review process, tools, and communication strategy, • Partner with leadership to develop foundational training and skill-building programs, • Lead compensation and benefits strategy in partnership with Finance and senior leadership, • Manage annual compensation and bonus cycles, • Serve as a strategic advisor to leadership on org design, growth planning, and change management, • Support leaders in defining structure, ownership, and accountability, • Shape internal communication rhythms and rituals for a distributed workforce, • Protect and evolve company culture as the organization scales EXPERIENCE • 10+ years of progressive HR experience, including senior partnership with founders and/or CEOs, • Experience supporting multi-location retail, hospitality, or physical product organizations, • Strong background in recruiting, organizational development, and employee relations, • Experience in a scaling, founder-led environment strongly preferred, • Demonstrated ability to build HR programs from concept through execution ATTRIBUTES • Entrepreneurial yet structured; strategic and hands-on, • Warm, collaborative, and grounded, • Confident without ego; comfortable operating in lean environments, • Excellent communicator with strong judgment, • Trusted advisor who leads through influence and partnership, • Balances financial discipline with empathy and creativity, • Unwavering commitment to ethics, integrity, and high standards

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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

Job DescriptionDirector, Enterprise Content Management SystemsLocation: Onsite – New York, NY Compensation: $206,000 – $270,000 base salary Additional Compensation: Full benefits package + annual bonus Work Authorization: Must be authorized to work in the U.S. — no visa sponsorshipThe OpportunityHireNow Staffing is representing a highly regarded, global professional services organization seeking a Director, Enterprise Content Management Systems to lead the strategy, governance, and operational excellence of its document management and collaboration platforms.This role is mission critical. The Director will be responsible for ensuring enterprise content systems are secure, compliant, scalable, and user-centric, while supporting firmwide business objectives in a highly regulated, client-facing environment. The organization is seeking a leader with demonstrated long-term career stability, deep platform expertise, and the ability to balance technical rigor with business partnership.This position requires an executive mindset, strong people leadership, and the credibility to operate as a trusted advisor to senior stakeholders.Key ResponsibilitiesCandidates will be considered for interview based on demonstrated experience performing the following responsibilities at a senior leadership level: • Lead the enterprise strategy and operational excellence of content management and collaboration platforms, delivering secure, compliant, and scalable services aligned with organizational objectives, • Establish, enforce, and continuously evolve governance standards for ECM systems in alignment with information security, risk management, and compliance requirements, • Drive continuous improvement by evaluating system performance, user adoption, operational metrics, and emerging business needs, • Serve as the senior escalation point and strategic liaison for ECM vendors and internal stakeholders, ensuring strong partnerships, effective contracts, and alignment with enterprise architecture standards, • Monitor industry trends and emerging technologies in enterprise content management and collaboration, translating insights into actionable recommendations and long-term roadmaps, • Define and execute ECM investment priorities, aligning platform strategy with enterprise IT objectives, information governance policies, and business requirements, • Provide leadership and accountability for the ECM organization, including workforce planning, performance management, and professional development, ensuring high service levels and operational resilience, • Oversee the availability, reliability, and support of core ECM platforms, including document management, collaboration tools, and client-facing systems, ensuring business continuity, • Provide architectural and technical oversight for complex ECM implementations and integrations, ensuring scalability, security, and adherence to enterprise standardsOnly candidates with proven ownership of enterprise-scale ECM platforms in regulated environments will be considered.Required Qualifications (Non-Negotiable)These qualifications are mandatory. Candidates who do not meet all requirements will not be considered for interview., • 15+ years of progressive experience in enterprise IT systems, including senior leadership responsibility for business-critical, highly available platforms, • 5+ years of direct people leadership experience, including team development, operational accountability, and performance management, • 5+ years of leadership experience owning enterprise content or document management systems, with responsibility for strategy, delivery, governance, and optimization, • Demonstrated experience operating in highly regulated, client-facing environments, such as legal, financial services, or comparable professional services organizations, • Proven track record of career longevity and stability in prior roles, • Deep expertise governing enterprise document management and collaboration platformsPreferred Qualifications (Strong Differentiators)Candidates with the following background will be viewed as standout applicants:, • Bachelor's degree in business, Information Systems, or a related discipline, • Extensive experience managing enterprise intranet and collaboration platforms, including usability, lifecycle planning, and governance, • Strong background supporting professional services organizations, including delivery of secure external collaboration solutions such as client portals, deal rooms, and team workspaces, • Ability to translate complex technical concepts into clear guidance for executive and non-technical stakeholders, • Experience developing and executing multi-year technology roadmaps aligned with enterprise strategyWho This Role Is Best Suited For, • Senior technology leaders who specialize in enterprise platforms, not short-term implementations, • Professionals who value stability, stewardship, and long-term impact, • Leaders comfortable operating at the intersection of technology, risk, compliance, and business strategy

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. We are seeking an experienced individual to lead the implementation and delivery of Master Data Management (MDM) to drive the design, execution, and delivery of high-impact MDM systems for leading pharmaceutical and life sciences companies. In this strategic role, you will not only oversee the MDM projects—from concept to implementation—but also serve as a trusted advisor to clients, identifying future growth opportunities and evolving business needs.We’ll trust you to: • Lead end-to-end MDM projects focused on HCP, HCO, and payer data for commercial operations., • Collaborate with internal teams and clients to define project scope, develop strategic approaches, and ensure timely, high-quality delivery., • Manage client communications, stakeholder expectations, timelines, and deliverables., • Coordinate with third-party data vendors to establish data exchanges, monitor data quality, and resolve discrepancies., • Synthesize findings into actionable insights and recommendations for clients, presenting complex technical information with clarity and impact., • Lead internal initiatives related to product development, process improvement, and team growth., • Provide mentorship and professional development support to junior team members; act as a Professional Development Manager where applicable., • Foster an inclusive and innovative team culture, collaborating with cross-functional teams—including global teams—across multiple time zones.You'll need to have:, • At least 4 years of professional experience, with a focus on master data or commercial data strategy in the US pharma/life sciences industry, • Proven track record implementing HCP, HCO, or payer MDM platforms, • Strong knowledge of MDM systems (e.g., Reltio) and data integration technologies, • Proficiency in Python and advanced Excel; strong command of PowerPoint and Word, • Exceptional communication skills, with experience in presenting to senior stakeholders, • Strong project and people management skills; ability to lead cross-functional teams, • Deep understanding of data governance, data quality, and commercial data flows in pharma We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About the Company We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible. Pawlicy Advisor is a fast-growing venture-backed startup focused on helping pet owners find the right financial solutions for their pets, starting with pet insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Pawlicy’s pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. Pawlicy markets to pet parents through a number of channels, but the partners we value the most are veterinarians. Veterinarians want their clients to have pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but vets don’t know what providers to recommend, and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation. Pawlicy has provided more than one million unique quotes to users and is in the midst of significant growth opportunities as product market fit has been established and the company is focused on exciting new offerings and product experiences to increase conversion. About the Role Pawlicy is looking for a Senior Product Manager to join our early-stage team and help Pawlicy bring transparency to pet health. As a Senior Product Manager, you’ll be joining a tight-knit product & engineering team composed of a Head of Product, Director of Engineering, five rockstar Software Engineers, product designer and data analyst. You will own Pawlicy’s product roadmap guiding strategic outcomes directly and interacting with the entire company to help drive conversion and revenue for the business. This job is perfect for an experienced product manager who thrives in a startup environment and is willing to operate in the weeds and be comfortable with large ownership. The expectation is that you will be the lead product manager, setting and communicating the product roadmap throughout the company while being data driven. You will become an expert across all domains of the company and understand our users and pain points and how to solve those pain points at a high level. Location: New York City (full time position, in-office required four days per week) Responsibilities • Run A/B Test experiments from discovery to implementation, analyze results and determine next steps for future tests, • Conduct user and competitive research to inform product strategy, • Own the consistent monitoring of product and conversion performance, proactively identifying issues and working with engineering to resolve as quickly as possible, • Implement agile best practices and help lead scrum ceremonies where applicable, • Own the product backlog and consistently refine, add to, and prioritize tasks for engineering, • Collaborate closely with company leadership, engineering, data, marketing, and other teams to drive outcomes through operational excellence, • Take on the responsibility of OKR creation and success of product related goals (e.g., conversion, revenue per visitor, NPS), • 5-7 years of experience as a Product Manager in a fast-paced (e.g., Series A-B startup) continuous development environment, • Proven track record shipping 0→1 products, • Experience optimizing and driving conversion in a B2B2C platform or marketplace, • Proven track record of running A/B tests and analyzing results, • A passion for user research and the ability to deeply understand users, • You are comfortable prioritizing ruthlessly and pushing back, disagreeing, and aligning without politics, • You’re opinionated and willing to share your perspective on how to best solve problems for our users, • Demonstrated examples of working collaboratively with different types of teams and job functions, • Passion for helping pets get the best care possible is a plus, but you’ll be hired for your product skill and execution potential., • Based in the New York City area, with willingness to work in person with the CEO and team at least four days a week in Midtown Manhattan, • Competitive salary (range from $160,000 - $185,000 depending on seniority), • Startup equity grants, • Flexible vacation, • Top-tier Health, Dental, Vision insurance, • 401k employer contributions, • The chance to help grow a massive business that will help the veterinary industry thrive Founded in 2018, Pawlicy Advisor is headquartered near NYC. You can learn more about us at FAQ Where is the Pawlicy Advisor team located? Pawlicy is headquartered in NYC and looking to increase our presence in the NYC area. The expectation is for this role to have in person time with the team (4 days per week). How large are you as a business? At the time this job post was written, we’re 20. In 2026 we expect to be closer to 25-30. Happy to talk more about it in person but below are few stats to get you excited: • 1000’s of veterinarians are using our product every day to help educate their clients about treatment financing options, • We account for a meaningful percentage of the total pet insurance sold in the US, • We’ve raised >$19M in venture capital to date How does Pawlicy Advisor make money? We're a licensed insurance agency so we get paid a commission by the pet insurance company when we help pet parents buy a plan for their pet. These commissions are already priced into the cost of pet health insurance so they’re not paying extra to work with us.

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

Job Description 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 Summary: The Senior Director, Data & Analytics will lead the development and application of advanced analytics frameworks that connect marketing performance to business outcomes. This leader partners closely with agency and client leadership to design learning agendas, define KPIs, and deliver insights that guide media strategy and investment across channels. The ideal candidate brings deep experience in marketing analytics, hands-on technical expertise, and a passion for storytelling through data. You’ll mentor a team of analysts and managers, oversee modeling and measurement initiatives such as Media Mix Models (MMM), MTA, and A/B testing, and ensure that analytics inform every stage of planning, activation, and optimization. This role requires strong technical acumen, strategic thinking, and the ability to communicate insights with clarity and confidence across DTC, Financial Services, and B2B categories. Core Accountabilities: • Partner with agency and client leadership to design and deliver analytics frameworks and learning agendas that shape marketing and media strategy., • Serve as a trusted advisor to clients, providing clear, actionable insights that influence decision-making., • Elevate the agency’s analytics culture by mentoring teams, sharing best practices, and inspiring data-driven creativity., • Lead the development and application of MMM, attribution models, and other statistical frameworks to quantify marketing impact., • Develop and deploy statistical models, including linear and logistic regression, decision trees, neural networks, and clustering., • Design and conduct A/B testing and other experimental approaches to inform campaign optimization., • Perform analytical deep dives to uncover opportunities and drive continuous improvement., • Oversee creation of dashboards and visualization systems (Tableau, Power BI, Looker Studio) that transform data into clear, actionable stories., • Manage data-visualization platforms, including API connections, offline data inputs, and updates to data models, while establishing templates and best practices for the organization., • Define and track Key Performance Indicators (KPIs) across the marketing funnel and develop data-collection strategies that yield meaningful metrics and targets., • Serve as a liaison between account teams and technical resources to translate business needs into data infrastructure and reporting solutions., • Manage assigned client engagements and workloads, ensuring timely, high-quality deliverables. Required Skills/Experience: • 10+ years of experience in analytics, with at least 8 years in marketing or media analytics within a digital or integrated agency environment., • Proven experience building and applying MMM and MTA models., • Expertise in SQL and proficiency in one programming language such as Python or R., • Deep understanding of paid media ecosystems, including social, search, programmatic, video, and commerce; Linear experience a plus., • Strong experience with web analytics platforms and using them to analyze conversion paths and media impact., • Proven ability to synthesize complex data into insights that educate, influence, and inspire stakeholders., • Demonstrated success managing teams and fostering collaboration across disciplines., • Experience developing dashboards tailored for different audiences using Tableau, Power BI, or Looker Studio., • Experience working across the DTC, Financial Services, and B2B categories., • Bachelor’s degree in a quantitative field required; Master’s degree highly preferred., • Highly organized, detail-oriented, and adaptable in a fast-paced environment. #LI-JM1 #LI-Remote

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job Description Level/Function: Senior Specialist, Product Sales Title: AVP, Product Sales About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the AVP, Product Sales: We’re seeking an AVP, Product Sales to drive growth for our Client Communications business — encompassing statements, confirms, and tax forms across digital and print channels. This individual will be responsible for new-logo acquisition and whitespace expansion within a defined territory, operating as a true hunter who builds and manages their own pipeline while partnering closely with our Enterprise Sales team to close opportunities tied to strategic accounts. This is an exciting opportunity for a motivated sales professional who thrives in a fast-paced, collaborative environment and enjoys turning complex client needs into impactful, measurable solutions. This position involved 30-40% travel for client meetings, onsite presentations and participation in key industry events. Duties and Responsibilities of the AVP, Product Sales: Territory & Pipeline Management • Define named-account coverage, ideal customer profiles, and quarterly activity and revenue targets., • Generate new opportunities through multi-channel outbound activity (email, phone, social, events)., • Qualify and convert leads from Business Development and Marketing into sales-qualified opportunities. Sales Execution • Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency., • Build value-based business cases quantifying benefits such as e-delivery adoption, print and postage savings, and cost-to-serve reduction., • Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution., • Maintain accurate pipeline and forecasting data within Salesforce. Collaboration & Deal Strategy • Operate within a team-selling model, working alongside:, • Enterprise Sales to align account strategy and executive relationships., • Product Management and Solutions Engineering to tailor solutions and demonstrate value., • Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment., • Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value., • Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross-sell opportunities. Skills and Experience of the AVP, Product Sales: • 3+ years of B2B solution sales experience, within the financial services, wealth management, or fintech space., • Proven ability to contribute to sales results through client engagement and opportunity development., • Excellent relationship management and communication skills with the ability to build trust with clients., • Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders., • Proficiency in Salesforce and comfort managing a structured, metrics-driven sales process., • Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus., • Bachelor’s degree or equivalent professional experience required Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $80,000 #LI-Remote

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

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