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Job Description Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through: • A product-neutral platform, where you get paid full benefits regardless of whether you sell a proprietary or non-proprietary product, • A local leadership team dedicated to your success, • Three retirement plans (yes… retirement plans!!), • Medical, Dental, and Vision benefits, • Turnkey marketing materials that quickly enable you to reach your market, • A robust leads program (at no additional cost to you), • Practice building programs, • Recruiting support to help you find talent to build your team, • A dedicated onboarding team to make your transition go smoothly, • Business consulting and training programs, • Matching gifts to support you in supporting your local community through Prudential Cares, • Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Compensation: $225,000 - $300,000 at plan earnings Responsibilities: • Interpret financial data to create comprehensive financial plans for clients, • Actively build and maintain strong client relationships, • Exhibit exemplary sales and negotiation capabilities, • Proficient in Microsoft Office Suite, • Adhere to all applicable compliance requirementsQualifications:, • Series 7 License, • Series 66 (63/65) License, • Insurance Licenses, • Certified Financial Planner preferred, • 3+ years of experience in financial services or insurance sales, • Ability to analyze financial data and propose financial plans, • Knowledge of relevant financial products and services, • Proven ability to build and maintain client relationships, • Ability to develop and present in-depth presentations and recommendations, • Excellent communication skills, both written and verbal, • Excellent problem-solving and critical-thinking skills, • Strong sales and negotiation skills, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Knowledge of compliance requirementsAbout Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve. For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact. If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

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

Job Description ON BOARD EXPERIENTIAL MARKETING On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures take us! Our clients include Nike, Meta, JPMorgan Chase, The Infatuation, Stripe, and OpenAI, to name a few. We know, "Cool, cool, but what's it like to work at OBE?" We thought you'd never ask. Event Marketer has recognized OBE as one of the best places to work in events and well, we couldn't agree more. The most important part of our business is our people. They are hardworking, brave and make magic happen on the regular. But under each majestic exterior is a human deserving of a healthy work-life balance. That's why we believe in recovery days, happy hours, friendly but competitive fitness challenges and company offsites. We conduct open meetings to facilitate discussions that heal, inspire, and bring us closer. We encourage each other to bring our whole selves to work. We want to hear about your lived experiences and unique perspectives. We don't just want you to be unapologetically you: it's part of the job description. SUMMARY OF POSITION The Account Director is a leadership position within the Account Team, delivering an exceptional level of service and execution of programs on behalf of our clients. Positioned as a mentor and manager for team members in the department and agency, the Account Director is responsible for generating and expanding our client accounts and relationships. This position requires a comprehensive understanding of our clients' business needs and a competitive landscape. They provide end to end project management on high profile large scale complex programs, offering creative and strategic solutions to deliver on program KPIs. This position is accountable for financial and operational performance, managing program budgets and resource utilization. The Account Director ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client objectives and initiatives. In addition, this role carries a specialized focus on building and managing restaurant and hospitality relationships, curating culinary partnerships, and integrating hospitality-driven experiences into client programs. ESSENTIAL JOB FUNCTIONS • Demonstrate thought leadership with insightful analysis of client objectives and develop innovative solutions that successfully deliver clients' message and enhance the brand presence., • Collaborate with creative strategy to conduct research and develop insights for brand and audience analysis, as the foundation to build concept development., • Drive and / or supervise client activations to ensure proper planning, development and execution with the utmost professionalism and accountability., • Develop and manage program SOWs ensuring resources, budgets, timelines, and deliverables stay aligned with terms of contract and client commitments., • Critically evaluate and offer solutions to optimize client budgets and internal resource management., • Provide ongoing monitoring and guidance of expenses and actual costs for approved program budgets. Lead honest and challenging conversations with clients at times of budget misalignment., • Provide ongoing monitoring and guidance of creative deliverables, ensuring client review and approvals as needed in partnership with program Creative lead. Lead honest and challenging conversations with clients at times of creative misalignment., • Manage multiple projects simultaneously and/or supervise other account personnel, such as Account Managers, Account Coordinators, Interns, and external teams., • Provide mentorship and candid real time feedback to direct reports, cross functional team members as needed and appropriate., • Actively listen and empower others to lead conversations, motivate others and share confidence in others with authenticity., • Recognize the audience needs with varying tones and approach, ability to read the room and address immediately and honestly., • Ability to self-navigate through conflict resolution, and the ability to recognize when to seek support, strong self-awareness of own energy and contribution., • In collaboration with Leadership and Executive team, guide teams through conflict resolution, and the ability to recognize when to seek support., • Drive new business development, including identifying new opportunities with new and existing clients. Lead RFPs process with cross functional team., • Continually strive to identify new opportunities to enhance the agency's services and lines of business., • Build and maintain trusted relationships with restaurants, chefs, and hospitality groups across key markets, with a focus on New York City and East Coast regions., • Curate and manage restaurant partnerships and activations for experiential programs, ensuring seamless integration into client initiatives., • Serve as an advisor on restaurant operations and industry trends, collaborating closely with creative and experiential teams to deliver elevated guest experiences., • Oversee restaurant partner communications, from prospecting through onboarding and execution., • Track partnership satisfaction post-activation and identify opportunities for long-term growth., • Maintain a pulse on hospitality industry news, trends, and emerging talent to inform client and agency strategies. DESIRED SKILLS AND EXPERIENCE EDUCATION / EXPERIENCE • Minimum 5 years of experience in marketing, promotions, and events within a marketing agency, preferably experiential marketing, • Must have significant client service with on-site and/or virtual event experience., • Digital, interactive, and/or online branding and program experience, • Brand management experience a plus., • BA/BS in marketing, business administration, communications, or related field; MBA degree is a plus., • Strong communication skills with ability to connect with others authentically while equally honoring and respecting diverse perspectives., • Ability to build trust and respect through active coaching, communication, and listening., • Exceptional track record growing and managing client relationships with key stakeholders, and executive decision makers., • Demonstrated track record of developing and mentoring account team personnel., • Forward thinking and excellent problem-solving skills, with the ability to pro-actively anticipate obstacles and issues, properly communicate to appropriate parties, and create solutions on a timely basis., • Ability to continuously seek and identify areas of organic growth and expansion of services offered to clients., • Must have experience managing financials and forecasts., • Established network within the restaurant and hospitality community, particularly in NYC and East Coast markets., • Natural curiosity—the drive to always be learning and growing, professionally and personally., • High energy and flexibility in working non-traditional hours as needed (some nights and weekends as deadlines dictate)., • Ability to lift up to 25 pounds and stay on your feet for extended periods of time., • Willingness to work a hybrid schedule (up to 4 days in office) and travel up to 50% of the time., • Comfortable attending industry events, dining out as part of relationship development, and representing the agency at high-profile hospitality experiences Compensation Range: $100,000 - $150,000 annually. This is the pay range OBE believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on level of experience, relevant skills, professional certifications, market pay, and demand for the role. OBE reserves the right to modify this pay range at any time. For this role, Benefits include: medical/dental/vision insurance, employer paid basic life and personal accident insurance. Also included: Annual Profit Sharing/Bonus Plan based on the company's performance and your individual performance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, PTO, STD/LTD insurance benefits. On Board Experiential is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Description Groupon is a marketplace where customers discover new experiences and services everyday and local businesses thrive. To date we have worked with over a million merchant partners worldwide, connecting over 16 million customers with deals across various categories. In a world often dominated by e-commerce giants, we stand out as one of the few platforms uniquely committed to helping local businesses succeed on a performance basis. Groupon is on a radical journey to transform our business with relentless pursuit of results. Even with thousands of employees spread across multiple continents, we still maintain a culture that inspires innovation, rewards risk-taking and celebrates success. The impact here can be immediate due to our scale and the speed of our transformation. We're a "best of both worlds" kind of company. We're big enough to have the resources and scale, but small enough that a single person has a surprising amount of autonomy and can make a meaningful impact. About the role : The Enterprise Sales Representative for Things To Do manages and expands Groupon's national portfolio of high-value partners in the experiences, attractions, and entertainment sectors. This role directly supports Groupon's growth strategy by driving revenue and margin expansion through strategic account management and innovative partnership models. Now is the time to scale this capability — success in this role will unlock stronger partner relationships, improved profitability, and sustained growth in one of Groupon's most dynamic verticals. North Star : Expand and optimize Groupon's Things To Do merchant portfolio by delivering sustainable revenue and margin growth through strategic account management, innovative partnership models, and data-driven sales execution. What You Will Accomplish : Strategic Growth & Transformation * Drive sustainable double-digit growth across a book of business of $1M+ national accounts with multi-venue locations. * Transform sales strategies and long-term planning to unlock new growth pathways and partnership models. * Proactively identify and execute growth opportunities before partners or competitors do. * Build and maintain senior-level (C-suite) relationships with decision-makers by driving meaningful, strategic conversations. * Deeply understand all facets of partners' businesses - operations, marketing, distribution, pricing, seasonality - to deliver consultative, value-driven solutions. * Analyze unit economics and performance data to identify margin optimization opportunities and design partnership structures that drive mutual profitability. Partnership Innovation & Business Development * Expand existing relationships via upselling, cross-selling, and margin-improvement initiatives. * Integrate flash-sale activations into partner negotiations as a standard growth lever. * Leverage data and market insights to uncover new revenue opportunities and model business cases for partnership investments. * Push the boundaries of what Groupon can offer by advocating for product and technology enhancements that support growth plans. * Crunch numbers and build financial models to support strategic recommendations and demonstrate ROI to partners and internal stakeholders. Flash-Sale & Campaign Leadership * Lead the design and rollout of limited-time promotional campaigns with partners. * Collaborate with marketing, operations, and finance to ensure flawless execution. * Measure campaign ROI and analyze performance data to present learnings and optimize future initiatives. Cross-Functional Leadership & Influence * Work cross-functionally to drive changes in product, tech, and operations that are required to execute growth strategies. * Push back on systems, processes, or internal barriers that impede progress without delivering meaningful value to partners or Groupon. * Conduct regular business reviews and in-person partner meetings with data-driven insights and actionable recommendations. * Serve as a trusted advisor on category trends and competitive opportunities. * Partner cross-functionally to ensure contract accuracy, operational readiness, and partner satisfaction. What You Bring : * 5+ years of enterprise sales or strategic account management experience specifically in Things To Do supply negotiations and expansion (attractions, entertainment, tours, activities, or related verticals). * Demonstrated track record of delivering multi-million dollar account growth with specific examples of revenue expansion across major partnerships. * Proven strategic work for major accounts, including examples of transformational partnership structures, pricing models, or go-to-market strategies that drove measurable business impact. * Strong analytical capabilities with demonstrated experience working with unit economics, financial modeling, and performance data to drive meaningful changes and achieve sales goals. * Leadership experience mentoring sales professionals or cross-functional teams, with a track record of elevating team capabilities and building best-in-class enterprise sales practices. * Existing senior relationships within the Things To Do / attractions / entertainment sectors strongly preferred. * Exceptional consultative selling, negotiation, and C-level presentation skills with the ability to drive strategic conversations and challenge the status quo. * Data-driven decision-making capabilities with comfort analyzing complex datasets, building business cases, and translating insights into action. * High proficiency in CRM systems (Salesforce), pipeline management tools, and Excel/analytical tools. * Proactive, self-starter mentality with demonstrated ability to shape outcomes rather than wait for direction. Who You Are : * A play-maker, not an order-taker - you create opportunities, drive strategy, and shape the future rather than waiting for assignments. * Proactive and relentless - you see what needs to happen and make it happen, often before anyone else realizes it's needed. * Data-led and analytical - you're comfortable crunching numbers, analyzing unit economics, and building financial models to support strategic decisions and drive meaningful changes. * A strategic challenger who pushes back on systems, processes, or norms that don't deliver meaningful value or impede growth. * Deeply curious about partners' businesses - you ask questions, dig into operations, understand pain points, and uncover opportunities others miss. * A cross-functional influencer who works effectively across product, tech, marketing, and operations to drive changes needed for growth plans. * Someone who pushes boundaries - you constantly test the limits of what's possible and advocate for innovation when it drives results. * A team elevator who actively mentors colleagues, shares best practices, and is passionate about building a first-class enterprise sales function that raises the bar for everyone. * Strategic thinkers who connect partner success with Groupon's commercial growth. * Relationship builders who operate credibly with executives and industry leaders. * Resilient operators who thrive in a fast-changing, high-accountability environment. * Owns outcomes - from sales performance to margin structures to merchant relationships. * Measures everything in value - you use data and unit economics to clearly articulate ROI, strategic impact, and growth pathways. * Drives transformation by implementing best practices that create sustainable, scalable growth. * Thinks strategically while executing tactically across sales, merchandising, and marketing functions. * Delegates operations work to the ops team in order to focus on sales growth and strategic initiatives. How We Measure Your Success : * Sustainable double-digit revenue growth across assigned book of business * Margin improvement on existing partnerships * Flash sales integration and NVR contribution * Expansion of strategic relationships and partnership depth * New revenue streams developed through creative strategies * Transformational improvements to sales processes, partnership models, and long-term planning * Product and technology enhancements driven through cross-functional advocacy * Data-driven insights delivered that shape strategy and improve unit economics * Impact on team capability development and enterprise sales best practices implementation Salary: The base salary compensation for this role ranges between $63,000 to $86,000. The variable compensation for this role ranges from $51,000 to $69,000 for a total compensation range of 114,000 to $155,000. Groupon is an AI-First Company We're committed to building smarter, faster, and more innovative ways of working—and AI plays a key role in how we get there. We encourage candidates to leverage AI tools during the hiring process where it adds value, and we're always keen to hear how technology improves the way you work. If you're passionate about AI or curious to explore how it can elevate your role—you'll be right at home here. Groupon's purpose is to build strong communities through thriving small businesses. To learn more about the world's largest local e-commerce marketplace, click here. You can also find out more about us in the latest Groupon news as well as learning about our DEI approach. If all of this sounds like something that's a great fit for you, then click apply and join us on a mission to become the ultimate destination for local experiences and services. Beware of Recruitment Fraud: Groupon follows a merit-based recruitment process without charging job seekers any fees. We've noticed an increase in recruitment fraud, including fake job postings and fraudulent interviews and job offers aimed at stealing personal information or money. Be cautious of individuals falsely representing Groupon's Talent Acquisition team with fake job offers. If you encounter any suspicious job offers or interview calls demanding money, recognize these as scams. Groupon is not responsible for losses from such dealings. For legitimate job openings (and a sneak peek into life at Groupon), always check our official career website at Groupon Careers

Job DescriptionWe’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities.Our extensive resources include:· Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses· Three highly-skilled teams providing advanced markets support:o Our Advanced Planning Groupo Eagle Strategies for qualifying agents who are also Registered Representativeso The Nautilus Group for qualifying agents who pay a monthly subscription fee.· A team of highly-trained, experienced product consultants to support your agents’ client acquisition needsAbout New York LifeWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.*Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance AgencySource: Individual Third Party Ratings Reports as 8/1/17.EOE M/F/D/V/SOSMRU1735109(Exp.06.01.2020)Job Type: Full-timeSalary: $60,000.00 - $148,761.00 per yearBenefits:- 401(k)- Dental insurance- Flexible schedule- Health insurance- Life insurance- Professional development assistance- Retirement plan- Tuition reimbursement- Vision insuranceAbility to commute/relocate:- New York, NY 10271: Reliably commute or planning to relocate before starting work (Preferred)Education:- High school or equivalent (Preferred)Experience:- Financial concepts: 1 year (Preferred)

Job Description We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

Job Description VISUALHOUSE is an international creative agency focused on creating compelling brand stories for architecture, design, and the built environment. We work worldwide with leading architects, developers, and designers on landmark projects. Each project is unique, and to each, we bring passion and expertise with our multidisciplinary creative teams skilled in 3D visualization, still imagery, film, and animation, as well as branding and interactive. Together, these disciplines form a cohesive and creative vision to produce compelling brand narratives for our clients. We have studios in New York, London and Barcelona. We are currently looking for a Senior Creative Project Manager / Account Director to join our growing creative team to produce exceptionally high-quality branding and marketing materials, working on both client and internal projects. This is a fantastic opportunity to gain a wealth of experience. In addition, we are committed to the training and nurturing of talent and staff development. Our studio is an exciting and collaborative space where we promote and encourage creative and innovative thinking. Your Role at VisualHouse This role is based in New York and works closely with the Head of Creative and Project Director to lead client relationships, oversee project delivery, and guide internal teams. The Senior Creative Project Manager / Account Director will act as a trusted strategic partner to clients and an expert internal leader—owning accounts from kickoff through delivery while ensuring excellence at every stage. This individual will serve as the primary day-to-day contact for all Creative clients, responsible for managing communication, capturing notes, preparing action plans, and maintaining clear, timely correspondence. Internally, they will be the central point of coordination for the Creative team—overseeing workflow, schedules, briefs, and deliverables to ensure projects are delivered on time, on budget, and to the highest standard. What You'll Own Client Leadership & Strategic Partnership • Act as the primary client contact across assigned accounts, building trusted, long-term relationships, • Lead meetings, capture notes, define next steps, and maintain clear, proactive communication, • Serve as a strategic advisor — balancing client ambition with practical execution, • Own projects end-to-end across branding, digital, and real estate marketing deliverables, • Plan and manage daily, weekly, and start-to-finish project schedules, • Write clear, thoughtful creative briefs that align vision, strategy, and execution, • Organize files, documentation, and deliverables to ensure clarity and continuity, • Track project performance against timelines, budgets, and scope, • Monitor team utilization and resourcing to support efficiency and sustainability, • Proactively identify risks and course-correct before issues escalate, • Set the standard for client management, communication, and delivery excellence, • Manage project budgets in collaboration with leadership, • Assist in scoping new work — aligning budget, team, and timeline from the outsetContribute to proposals, pitches, and RFPs with strategic and operational insightWhat You’ll Bring, • 7+ years of experience in a creative agency, real estate, architecture, or design-led environment, • Proven experience leading complex projects and managing multiple client accounts, • Highly organized, detail-driven, and comfortable owning outcomes, • Strong writing and communication skills with confidence navigating clients, teams, and stakeholders, • Deep interest in design, branding, architecture, and real estate, • Proficiency in Asana, Monday.com, or similar project management tools, • Procificeny in Google Workspace (Sheets, Docs, Slides, etc), • Experience in Adobe Creative Cloud or Figma a bonus, • Proficiency in English; additional languages a bonus, • Working knowledge of budgeting, spreadsheets, scopes of work, and contracts This role has a clear trajectory toward Director-level leadership. As the business grows, this position will evolve to include broader oversight across accounts, team leadership, process development, and strategic client relationships — shaping how Visualhouse delivers work at scale. What We Offer • Competitive salary, • Generous holiday allowance, • Regular team outings and studio socials, • Monthly wellness budget to support physical and mental wellbeing, • Ongoing training, development, and progression opportunities, • A collaborative, creative studio environment with international exposure

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. "In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Wealth Advisor Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support many industries worldwide. You will have the opportunity to develop yourself through meaningful service work and learning opportunities. We strive to provide our employees with experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away! What you will do * Perform HVAC Control systems troubleshooting, installation, commissioning and preventative maintenance as it is related to mechanical, electrical, and low voltage controls components. * Respond to service and warranty calls using Johnson Controls configuration and commissioning tools as well as a variety of hand tools including electrical testing meters and other electronic testing equipment. * Provide front line technical and repair support through effective communications with Johnson Controls customers. * Provide system repair and or update recommendations and assist in proposing recommendations to Johnson Controls customers. * Be part of an expanding team of the best technicians in the industry while you build a career with a first-class global organization. * Provide our customers with the highest level of service to solve building inefficiencies and resolve service-related items. As a trusted advisor to our customers, you will provide solutions and outcomes at the time of service How you will do it * Be a dedicated member of a North America Branch team willing to learn and be responsible for system trouble shooting, repair and aftermarket services for this fast-growing business. * Experienced in electrical and electronics troubleshooting. * Loading Johnson Controls field and network level controller software. * Performing commissioning and system diagnostics for all levels of system controllers as well as end * devices (i.e. Sensors, actuators, etc.) and complete all required commissioning documentation. * Keeps management and JCI contractor or customer informed of job progress and issues. * Calibrates systems requiring basic electronic test equipment. * Completes administrative tasks including time sheets, expense reports, and on-site documentation. * Documents change and provide information for as-built documentation. * Execute company sponsored as well as personally initiated training to ensure the highest level of knowledge and capability are maintained * Engage with customers to fully understand their systems and needs. * Communicates with the JCI contractor or customer upon arrival and before leaving the work site. * Follows all safety standards and attends required safety training. High degree of employee and subcontractor safety. * Provide recommendations and solutions to ensure facility is running efficiently to include upselling opportunities. * Provide quotes to support recommendations and solutions. What we look for Required * Vocational School program or an associate degree in electronics, mechanical systems, computer technology, air conditioning or similar field plus three years of industry experience in servicing electrical, electronic and/or mechanical systems in the HVAC industry. * Understanding of HVAC systems, sequence and applications * Demonstrated technical aptitude in mechanical and electro-mechanical fields * Able to use hand, power tools and electrical testing equipment such as a multi meter. * Solid knowledge base in use of personal computers. * Attention to detail. * Good communication and listening skills. Pay Range: 53.07 hourly rate determined by the CBA/rate sheet. Benefits are provided through a local labor union aligned with a collective bargaining agreement.

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $250,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai. From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation. Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge. Why is Boosted.ai the best place to work? • Our product is used every day by investors at the world's largest financial institutions and most popular investment platforms, • We're scaling quickly. We have ramped roughly 5× over the past year and growth is accelerating, • We've built a culture people actively want to be part of. Many of our strongest applicants come from firms that already use Boosted.ai This is a hybrid role based in our New York office, with an expectation of working in person 2-3 days per week. For the right candidate, this could be a 100% remote role. A highly effective candidate will find themselves on the road 30-50% of the time. What You'll Do Quarterback Enterprise Deals from Prospect to Close • Identify, prospect, and develop relationships with enterprise financial institutions, • Use your expertise to advise senior decision-makers on how to use AI as a competitive advantage in their workflows, • Navigate consultative sales cycles with multiple stakeholders and competing priorities, • Deeply understand customer workflows, investment processes, and business objectives, • Clearly articulate Boosted.ai's value and differentiation in the context of financial markets, • You will be an early member of our enterprise sales team in a dynamically changing AI landscape, with the best tools in class to help you shape how we win, • Your voice matters in partnering with Marketing, Product, and Customer teams to continuously improve your role, the product, and the customer experience, • 8+ years of experience in B2B sales, with a strong foundation in business development at a large enterprise organization (e.g., AWS, Salesforce, Oracle or similar), • 8+ years of experience as a quota-carrying Account Executive closing complex deals, • Experience managing large deal sizes and navigating multi-stakeholder buying processes, • Proven ability to build pipeline proactively through outbound efforts, • Strong communication skills — able to earn credibility with senior financial executives, • Analytical mindset with the ability to understand customer needs, mapping to business value, • Experience selling into asset management, wealth management, or broader financial services, • Familiarity with AI, data platforms, or workflow automation tools We believe the best sales organizations are built by people who care deeply about their craft, their customers, and their teammates. At Boosted.ai, you'll have the opportunity to: • Own large scale enterprise accounts early in the company's growth, • Team directly with leadership to shape our enterprise sales strategy, valuing your perspective, • Sell a sophisticated AI product solving real problems for financial professionals At Boosted.ai, we believe in fair and transparent compensation practices. The salary range for this full-time position is $200,000-$360,000, which represents the minimum and maximum target salary for new hires in this role. Actual salary will be determined based on factors such as experience, skills, and location. This role is eligible to participate in commission-based compensation under our sales incentive plan. Bonus payments are performance–based and subject to the terms and conditions of the applicable plan. In addition to salary and bonus, employees are eligible to participate in our equity program. During the hiring process, we can provide more specific compensation details applicable to your location. Our Values We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do. • Collaborative – We value our team and know that success can only come from working together, • Client Centric – Our focus is always on our clients and consistently delivering them value, • Action Oriented – We remove barriers and we seek to improve in measurable ways, • Accountable – We are accountable for ourselves, and we hold each other accountable We want our benefits to reflect our values and offer the following to full-time employees: • Flexible (Unlimited) Paid Time Off, • Medical, Dental, and Vision benefits for you and your family, • Life Insurance and Disability Benefits, • Access to a 401(k) retirement savings plan (for U.S. employees), • Paid Parental Leave, • Free access to use Boosted.ai Alfa™ to make money Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Must be in the office, no remote available. Looking for an immediate hire. 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 DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Loqate US Sales Team The Loqate sales team at GBG in the US region plays a pivotal role in driving growth through strategic partnerships and direct sales initiatives. Focused on location intelligence and address verification solutions, the team operates within a newly formed Partner Sales Development function designed to accelerate market penetration across key industries such as eCommerce, logistics, and financial services. With a strong emphasis on SaaS-based offerings, the team is responsible for building robust pipelines, cultivating relationships with prospective partners, and delivering revenue through both virtual and in-person engagements. Their efforts are supported by Loqate’s advanced technology stack and global data capabilities, enabling businesses to improve customer experiences, reduce delivery errors, and make informed decisions with confidence. The Role As the Loqate Americas team continues to grow and evolve, we are seeking a Client Success Manager to help drive engagement and retention across our diverse customer base of 1,100+ accounts. This role will be instrumental in developing scalable processes to identify growth opportunities and deliver an exceptional customer experience across key, enterprise, mid-market, and self-serve segments. The ideal candidate will bring a proactive, strategic mindset to client relationships—ensuring value realization, fostering long-term partnerships, and contributing directly to revenue expansion. This is a high-impact role at the intersection of customer advocacy and business growth within a dynamic, data-driven organization. This is a hybrid position for candidates in the New York area. Travel for team collaboration, process workshops, and stakeholder meetings may be required (estimated 20-25%). What you will do • Lead the customer onboarding process to ensure a seamless and successful implementation experience, • Identify and track customer KPIs, partnering with clients to help them achieve their business goals, • Build and maintain trusted advisor relationships with customers and key stakeholders across all segments, • Conduct regular account reviews to assess performance, identify opportunities, and reinforce value, • Monitor customer usage proactively and address success-related issues to support accurate forecasting and mitigate renewal risk, • Manage annual account renewals, focusing on revenue retention and identifying growth opportunities, • Collaborate with Sales and Marketing to develop targeted strategies and campaigns that drive GROW revenue Skills we are looking for • 7+ years of proven experience working within a sales or customer success organization, preferably in a SaaS or technology-driven environment, • Exceptional communication and presentation skills, with the ability to engage effectively both in-person and virtually, • Strong organizational and time management skills, with the ability to prioritize tasks based on account tier, urgency, and business impact, • Self-motivated and collaborative team player who brings a proactive mindset and challenges the status quo, • Detail-oriented with a strong focus on process improvement and operational excellence, • Comfortable working in a fast-paced, evolving environment with multiple stakeholders, • Experience using CRM tools (e.g., Salesforce) and customer success platforms is a plus Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we’re a great place to work, drop an email to and we’ll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $63,750—$75,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: Who are we? Finance teams need clear visibility into their cash flow, but most still rely on Excel to manually track data across multiple bank accounts. This makes it hard to see real-time cash positions, spot trends, and drive smarter financial decisions. Nilus changes that. We're building an AI-powered cash management platform that gives finance teams real-time cash visibility, forecasting, and reconciliationall powered by AI, eliminating manual work and unlocking insights that help businesses grow. Backed by top VCs including Bessemer, Felicis, BTV, and Symbol - Nilus is a fast-growing fintech startup led by a team of ex-fintech pros passionate about transforming the finance function. What Were Looking For: Nilus is looking for a Customer Success Manager (CSM) to join our growing team and lead the post-sales experience for our B2B customers. Youll own the customer journey end-to-endfrom onboarding and implementation through adoption, renewal, and expansion. This role requires someone who is passionate about helping customers succeed and can act as a strategic partner, guiding executive teams through onboarding, demonstrating the value of our platform, and ensuring long-term satisfaction and growth. Youll become a key voice of the customer internally and help influence product, marketing, and support strategies. This is a hands-on role focused on driving measurable results for our customers and for Nilus. Were looking for Treasury and Customer Success professionals who know all too well what our customers are dealing with - complex, manual cash management workflows - and want to help others modernize them through technology. If you are a Treasury pro or have experience in a customer-facing role in a Treasury or Corporate Finance environment, strong communication skills, and the ability to translate insights into action, this is a great fit. What youll be doing • Lead the onboarding and implementation process for new customers, ensuring a smooth and engaging experience for executive stakeholders and platform users., • Identify and lead bringing value to life for customers., • Serve as the primary point of contact for your portfolio of accounts throughout the customer lifecycle., • Drive product adoption and engagement by helping customers align their goals with platform capabilities., • Monitor customer health metrics to proactively identify risks and opportunities., • Deliver and communicate ROI to customers and ensure they realize the full value of our product., • Act as a trusted advisor, guiding customers on best practices and use-case optimization., • Support renewals and identify expansion opportunities in collaboration with the sales team., • Collaborate cross-functionally with product, marketing, and operations teams to champion the voice of the customer internally., • Provide feedback and insights to improve customer experience and inform product development., • Create and deliver training, documentation, and support resources to enable customer success. Your qualifications 4+ years of experience in Treasury, Corporate Finance & Accounting, or as a CSM in a relevant area Strong communication skills with the ability to lead and support executive and end-user stakeholders Excellent problem-solving abilities and a proactive approach to customer needs Excited to enable customers with product training and support Experience working with Excel to analyze customer trends and metrics Ability to juggle multiple priorities and work in a fast-paced, dynamic environment Experience in customer success, account management, or a similar role in a SaaS or software company bonus Proven track record in managing customer relationships and driving adoption and retention - bonus Experience working with US subsidiaries or international financial operations bonus Exposure to venture-backed startups, fundraising, and investor relations bonus

Job Description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT. Responsibilities: • Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)., • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals., • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors., • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience., • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience., • Accurately log all user interactions, challenges, and outcomes in our internal CRM system., • Identify and escalate recurring user pain points to improve the overall experience., • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners., • 1+ years of high-volume call center experience required, • Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized, • Ability to learn and quickly adapt based on user and business needs, • Organized, detail-oriented, and excellent time-management skills, • Prolonged periods of sitting at a desk and working on a computer, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Job DescriptionSalary: $112-$123K. With top performance, you are also eligible to become a shareholder in our company and earn equity. Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.Location: We will be making one hire located in any of these locations: NYC, San Francisco, Houston, or Atlanta. This role will require 25-50% travel.Reports to: Our SVP of Operations Your Mission:Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you will manage locations across the country. For each of our sites in these cities, you will manage and support your onsite host teams, ensuring high-quality operations that align with client expectations and our company standards. Think of your role as the essential bridge between the frontline team members that you manage (our hosts) and our leadership team. Your Legacy:As a result of your time in this role, you supported Playbook in exponential growth nationwide. You were able to retain both your clients and host teams, and the way your team performed elevated the bar for the rest of our company. Your leadership played a pivotal role in reshaping the workplace experience, proving that office spaces can do more than function; they can inspire.What You're Responsible For: • Team Leadership & Site Operations: Oversee and inspire host teams (including experience directors, event managers, and fitness team members) across multiple client locations, creating a culture where team members feel supported, motivated, and excited to grow. Ensure seamless daily operations that meet both company standards and client expectations. Conduct regular site visits and virtual check-ins to maintain high service quality and team engagement. Partner with the People Team to hire top talent and deliver exceptional onboarding experiences., • Client Relationship Management: Act as the primary operational contact for client stakeholders at each location, typically property or asset managers. Build strong, trust-based relationships through consistent communication and proactive issue resolution. Identify potential risks, service gaps, or concerns and escalate them to the Strategic Advisor to ensure client satisfaction and long-term partnership success., • Performance Monitoring & Reporting: Track and analyze key performance indicators (KPIs) across all sites to measure success and identify areas for improvement. Prepare and deliver monthly and quarterly operational updates for both internal teams and external stakeholders. Leverage data and client feedback to inform continuous improvement strategies and enhance overall service delivery., • Program Implementation & Process Improvement: Lead the rollout of new initiatives, policies, and operational enhancements across host teams to drive consistency and excellence. Ensure strict adherence to standard operating procedures, brand guidelines, and compliance requirements. Collaborate closely with cross-functional teams to optimize performance and elevate the overall client and tenant experience.Who You Are - Baseline Expectations:, • You have 5+ years of experience in operations, hospitality, facilities, or client services—preferably in a multi-site or field management role. You come from industries that are focused on people - not products., • You have at least 3 years of experience managing full-time team members, with demonstrated ability to motivate and lead high-performing teams., • You have experience serving as the primary point of contact for multiple client stakeholders across various locations and time zones., • Experience managing budgets, interpreting P&L reports, and confidence in using these to create and present operational and financial reports summarizing key metrics and trends., • You are familiar with and/or passionate to learn about the commercial real estate ecosystem. This includes understanding our key stakeholders (Asset Management, Leasing, Property Managers, Facilities, Security) and landlord priorities (leasing, operational expenses, etc.).Who You Are - Core Competencies:, • You’re obsessively client-centric. You prioritize partner needs, ensuring their success and fostering long-term relationships. You have led effective client meetings that deliver value and contribute to strong partner relationships. You have effectively managed the customer lifecycle, including onboarding, steady state, renewals, growth, and expansion., • You're a thoughtful communicator. You have been responsible for all client communication, including scheduling and leading meetings and closing the loop on all next steps to ensure everyone feels informed, heard, and aligned., • You embody our brand. You represent our company with professionalism and expertise, building trust and championing our brand mission and values. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re a strategic thinker. You make data-driven decisions with a long-term focus to drive customer and business growth. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re an exceptional leader and coach. You have managed high-performing teams in the past and have provided exceptional feedback, coaching, and support to them that ensured they were highly successful. Your previous direct reports say you’re one of the best leaders they’ve had the privilege of working for.

Job Description About Us Atlantic is a managed services company founded nearly 70 years ago. While Atlantic’s offerings have evolved over the years with technology, our profound sense of urgency and unparalleled commitment to customer service has been a constant. Atlantic is focused on designing and delivering innovative solutions that improve our partners’ security and productivity. Atlantic’s IT Division is a key growth driver at Atlantic and a focal point of our strategy and investment. Our “Obsessed with Excellence” tag line defines our corporate culture, which, along with our vendor partnerships, curated solutions and exceptionally talented team members, differentiates us from our competition. Atlantic looks for hard-working and motivated candidates with a strong foundation of soft-skills who do not view their weekdays spent at ‘a job’ but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you’re attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to achieve your career goals, you are a great fit for Atlantic! Position Overview – Customer Success Manager (CSM) As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted advisor to key stakeholders and business leaders, ensuring clients achieve maximum value from our services while aligning technology strategies with their business goals. Through regular engagement and a deep understanding of each client’s environment and objectives, you will act as the primary liaison between the client and our internal technical teams. Your role is both consultative and facilitative—bridging the gap between business needs and technical execution, driving satisfaction, and identifying opportunities for added value. Your core objectives in this role include: • Client Success & Value Realization – Help clients understand, measure, and maximize the business value delivered by our services and solutions., • Relationship Management & Retention – Foster long-term relationships that result in high levels of client retention and advocacy., • Issue Management & Escalation – Own and resolve client concerns outside the scope of standard service tickets, acting as an escalation point for issues requiring strategic or high-touch attention., • Strategic Growth Enablement – Identify and support cross-sell and up-sell opportunities that drive client growth and deepen engagement with our services., • Client Technical Strategy & Alignment – Translate business goals into actionable technology strategies. Guide clients in making informed IT decisions and roadmaps. Responsibilities and Duties • Develop and maintain strong relationships with clients, understanding their business needs and objectives., • Monitor customer health metrics, identify (and report and help to report and solve) potential issues, and proactively provide solutions to ensure client success, top drive client retention, • Conduct regular check-ins with clients to assess their satisfaction and gather feedback for service improvements, including the preparation and delivery of Quarterly Business Reviews., • Develop an understanding of our products and services sufficient to effectively educate clients on their value., • Collaborate with the technical teams to tailor solutions to meet client’s technical and business requirements., • Manage and resolve customer concerns and escalations in a timely and empathetic manner., • Identify opportunities for upselling and cross-selling within assigned client base., • Bachelor’s degree in Business, Communications, or a related field., • At least 2-3 years (for CSM) 3+ years (for TAM) of experience in IT business to business (B2B) client success, account management, service delivery or a similar client-facing role (preferably within the MSP industry)., • Strong interpersonal skills with a customer-focused attitude., • Excellent communication, presentation and organizational skills., • The ability to manage effectively many accounts and prioritize tasks., • A good understanding of the landscape of IT services and products at a high-level., • Strong problem solving skills and a strategic mindset., • Proficiency in ConnectWise and Microsoft Office Suite., • Experience with customer success software and tools., • Knowledge of MSP industry trends and challenges., • Competitive salary and benefits package., • As a full-time employee, you will be eligible for our comprehensive benefits program, which includes: • Medical, dental, and vision insurance plans, • 401(k) plan with Principal Financial, • Health FSA (Traditional and Limited Purpose Accounts), • HSA, • Dependent Care FSA, • Transportation Reimbursement Plans (Commuter/Parking), • Employer paid Basic Life Insurance $50,000, • Voluntary Benefits – Life & ADD, STD & LTD, Hospital, Accident, Cancer & Critical Illness, Legal, Identity Protection, Auto & Home, Pet Wellness plans, etc., • Plus, employee perks such as discounts through Savings Marketplace in addition to EAP & HealthAdvocate services, • Paid time off • Opportunities for professional growth and development., • A dynamic and supportive work environment., • An opportunity to work with leading-edge technology and a talented team.

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager 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 Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We’re looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you’ll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting • Proactively manage day-to-day client health, reporting, and incident follow-up, • Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight, • Review and raise concerns related to billing, invoices, and SLA reporting, • Act as point of escalation for project delivery and high-impact client issues, • Facilitate and manage client risk assessments and VOC representation, • Monitor and document client KPIs, project trends, and escalate concerns as needed, • Capture and distribute client meeting notes and call logs, • Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment, • Lead and track Statement of Work (SOW) processes, • Attend client conferences and represent the organization professionally, • Manage pre- and post-contract fulfillment, including governance meetings and client engagement, • Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents, • Coordinate client visits, including itinerary planning, agendas, and entertainment, • Identify and implement client education and training programs, • Bachelor’s degree in Business Administration or related field, or equivalent professional experience, • 5+ years in client success or relationship management within financial services, • Proven communication and interpersonal skills with a proven ability to build and maintain client relationships, • Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Job DescriptionSalary: Customer Success Manager (US, Hybrid) (Must be able to commute to one of our US-based offices in Chicago, San Francisco, New York City, or Miami.) Job Summary GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila. Customer success is a new and strategic department at GTreasury with a clear objective to facilitate the adoption of new products or services, reduce risk and churn, and support expansion within existing accounts. As a GTreasury Customer Success Manager, you are a critical part of our customers adoption and ongoing satisfaction. You will play a pivotal role in ensuring our customers achieve their desired outcomes (value realization) with the use of our solutions. When customers are successful GTreasury benefits through increased customer retention, solution expansion, and advocacy. As part of the Global Customer Support Team, you will help solve customers' business challenges through success planning and engagement, aligning and demonstrating the value of GTreasury solution against our customers' initiatives to deliver positive business outcomes. This includes end-to-end customer life cycle where youll manage customer adoption and growth, health, and retention in partnership with your Account Manager. This is a great role for someone who wants to be part of developing a customer success organization. What Were Looking For: • Optimism and curiosity: Optimism will allow you to see the solution through the constraints, and curiosity will allow you to chart the path to success., • Question asking and problem solving: Success plans are never the same for each customer, and so the magic lies in asking the right questions and translating into a plan that shows value., • Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. Were looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills. What You Will Do: • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to drive product adoption and ensure customers are leveraging the solution to achieve full business value., • Be accountable for enabling customers to achieve their desired outcomes, setting them up for success during critical moments that matter in the journey, as evidence over time through product adoption., • Co-create Value Achievement & Success Plans with your customers to develop a deep understanding of their business, primary business outcomes, and tangible success metrics., • Develop, automate and scale customer lifecycle events including kickoff/onboarding, business review, feature announcements, utilization and user engagement., • Address customer inquiries, manage obstacles, and identify ways to drive additional value., • Establish periodic touchpoints to ensure customers are informed, remain engaged, and solicit general feedback., • Be an advocate and voice for our customers internally and partner with cross-functional teams to facilitate successful implementation, adoption, expansion, and renewals., • Work in partnership with Operational, Product, Engineering, Sales, and Support teams to provide customer feedback and ensure requests are resolved in a timely manner Skills & Requirements: • 5+ years of customer success, service, product, account management, or software sales experience in a B2B SaaS Solutions environment, • Ability to interact with enterprise customer teams at various levels of technical and non-technical depth, and across multiple levels from end user through C-level stakeholders while navigating tough conversations, • Strong presentation and communication skills, verbal and written, • Project management skills, with proven results working as a reliable advisor to drive business value for customers, • Highly data-driven with a dedication to following processes, • Intellectually curious and enjoys creative problem solving., • Passionate about driving and tracking a consistent engagement process with all customers in your portfolio, • Flexible approach, able to operate effectively with uncertainty and change Education Requirements: • Bachelors degree preferred, or equivalent experience What You Will Get: * • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of good work., • A great management team and reporting structure that supports you and your growth., • A culture of open collaboration and problem solving, • An empowered role on the success team, responsible for driving business value., • Great benefits and culture., • Our benefits include:, • Salary: The expected annual median salary for this role is $105,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location., • Excellent medical, dental and vision insurance options, • HSA and FSA options + company HSA contributions, • 401K matching, • 100% paid parentalleave, • 15 paid holidays + competitivePTO, • Flexible work environment About GTreasury: GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the worlds most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila). At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply! If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Job DescriptionAmalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, and community and CRA activities, • Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Manager, • Monitor customer preferences to determine focus of sales efforts, • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services, • Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc., • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR’s with complex work-related matters (i.e. check cashing), • Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner, • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications, • Bachelor’s degree or equivalent work experience, • Must have State Life Insurance license, • Three years of branch operations experience and strong aptitude for sales, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1

Job Description Who we are We're Redis. We built the product that runs the fast apps our world runs on. (If you checked the weather, used your credit card, or looked at your flight status online today, you're welcome.) At Redis, you'll work with the fastest, simplest technology in the business—whether you're building it, telling its story, or selling it to our 10,000+ worldwide customers. We're creating a faster world with simpler experiences. You in? About Redis: Redis is the world's most loved real-time data platform. As the home of the open-source Redis project and the provider of Redis Enterprise, we're at the forefront of solving critical challenges for businesses that need speed, reliability, and scale. Our mission is to build innovative data solutions that empower developers and organizations worldwide to create real-time applications that transform industries. Role Overview: We are looking for a passionate and results-oriented Senior Customer Success Manager (CSM) to join our team in the Americas. As a CSM at Redis, you will play a critical role in building strong relationships with our customers, ensuring they realize maximum value from our solutions, and driving long-term satisfaction and retention. You will work closely with cross-functional teams to align Redis's offerings with customer goals, becoming a trusted advisor and advocate for their success. Key Responsibilities: • Customer Relationship Management:, • Serve as the primary post-sale point of contact for assigned customers, fostering trust and understanding their business goals., • Proactively engage customers to ensure successful onboarding and continued adoption of Redis solutions., • Build and maintain long-term relationships with stakeholders across technical and business teams., • Value Realization and Advocacy:, • Drive the adoption of Redis Enterprise by identifying use cases that align with customer goals and objectives., • Deliver regular business reviews to showcase value, identify opportunities for growth, and mitigate risks of churn., • Advocate for customer needs internally, collaborating with Product, Support, and Engineering teams to resolve issues and influence roadmap priorities., • Customer Enablement and Success Planning:, • Develop tailored success plans to guide customers on achieving their desired outcomes with Redis solutions., • Coordinate with Redis experts to deliver training, best practices, and knowledge-sharing sessions., • Monitor key performance metrics, offering recommendations to maximize ROI and optimize product usage., • Retention and Growth:, • Identify and nurture expansion opportunities within your accounts, partnering with Sales to drive upsell and cross-sell initiatives., • Track account health through regular check-ins, identifying and mitigating risks early., • Ensure contract renewals by demonstrating ongoing value and supporting customers' evolving needs., • Collaboration and Teamwork:, • Work closely with Sales, Solutions Architecture, Support, and other teams to ensure a seamless customer experience., • Experience:, • 5+ years of experience in Customer Success, Account Management, or a related customer-facing role, preferably in SaaS, cloud, or database technologies., • Experience managing customers within Banking/ Financial Services. Retail or Healthcare exposure also a plus., • Technical Acumen:, • Strong understanding of cloud services, data platforms, or related technologies. Familiarity with Redis or NoSQL databases is a plus., • Some experience with SaaS products and public cloud (AWS, GCP, Azure), • Proven exposure to enterprise clients in the Financial Services industry and an understanding of common Fintech use cases., • Customer-Centric Mindset:, • Proven track record of driving and improving executive relationships, customer satisfaction, adoption, and retention., • Communication Skills:, • Exceptional interpersonal, verbal, and written communication skills. Ability to clearly convey complex technical concepts to diverse audiences., • Problem-Solving Ability:, • Strategic thinker with the ability to anticipate challenges and provide solutions proactively., • Collaboration Skills:, • Comfortable working cross-functionally with Sales, Product, Marketingin a fast-paced, global organization., • Tools & Systems:, • Experience with Redis or any other NoSQL database, • Experience with software development (Java, .NET, Python), • Competitive compensation and benefits package., • Remote-first work environment with a flexible schedule., • Opportunities for professional growth and career development., • A dynamic, collaborative, and innovative work culture. #LI-Remote #LI-WK1 #LI-WK1 #LI-Remote #LI-DNI As a global company, we value a culture of curiosity, diversity of thought, and innovation from our employees, customers, and partners. Redis is committed to a diverse and inclusive work environment where all employees' differences are celebrated and supported, and everyone feels safe to bring their authentic selves to work. Redis is dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, sexual orientation, age, marital status, disability, gender identity, gender expression, Veteran status, or any other classification protected by federal, state, or local law. We strive to create a workplace where every voice is heard, and every idea is respected.Redis is committed to working with and providing access and reasonable accommodation to applicants with mental and/or physical disabilities. If you think you may require accommodations for any part of the recruitment process, please send a request to . All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.Any offer of employment at Redis is contingent upon the successful completion of a background check, consistent with applicable laws. Redis reserves the right to retain data longer than stated in the privacy policy in order to evaluate candidates.

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: • Support and advise Executive Management around the globe on high-level strategic projects, • Projects range from pure design and development to more transformational involving multiple business lines and regions, • Independently support project delivery, with greater focus on managing day-to-day project activities under the direction of a Director and client stakeholders (e.g. developing presentations and content, conducting stakeholder meetings), • Bring content expertise and drive resolution of complex issues, • Build long-term relationships with clients, • Support proposals to acquire new projects, • Manage and motivate a team of associates and analysts Requirements: • 5+ years work strategy/consulting experience within a top tier consultancy firm and/or financial services, • Experience in Commercial/Retail Banking, Asset Management, or Investment Banking required, • Develops well-structured frameworks to solve complex problems and provides guidance to efficiently complete projects, • Defines, conducts and/or supervises the necessary research and analysis for a project module, • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills, • Bachelor’s degree from a top tier school. MBA preferred 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 Avoq is seeking a Vice President to accelerate our firm’s growth across a diverse grouping of industries, sectors and issues. This hybrid role will be based in our New York office, but we’re open to exploring Washington D.C., New Jersey or Chicago based candidates if experience aligns. WHO YOU ARE • A self-motivated leader and strategic thinker who can bring passion and commitment to clients and team members., • Is energized by the prospect of winning new business and servicing high-profile clients., • Inspires teams to do great work with a need to prioritize, work on multiple issues simultaneously and exceed client expectations., • Provide team leadership and emphasize the empowerment and growth of team members., • Has earned a reputation with clients as a trusted advisor and innovative problem solver., • Secure and support the generation or management of a $500K-1.25M portfolio of business annually., • Lead new business development efforts, including strategy development and management of pitch teams., • Create and lead high-impact strategies for clients and work with account teams to optimize impact and results., • Successfully integrate research, creative, earned, social and paid media, and strategic planning services into communications strategies for new business opportunities and clients. YOUR EXPERIENCE As a qualified candidate, you have experience in all areas below: • Effective at securing new business as a member of a pitch team., • Experience developing, managing and executing strategic paid media campaigns., • Deep understanding of at least one business sector, issue and/or policy/regulatory area (energy expertise preferred but not mandatory) and uses such expertise to raise the visibility of the firm externally (speaking opportunities, op-eds/white paper, etc.), • Leadership and management skills across the firm with account teams and clients., • Ability to manage time across multiple assignments and clients, including new business opportunities., • Expertise in creating comprehensive communications strategies and solutions., • Experience managing public affairs and/or political and issue campaigns in the Northeast with a focus on New York. As an exceptional candidate, you possess many of the following attributes: • Experience developing and leading large-scale communications or campaigns., • Ability to navigate the rapidly shifting news, digital and data analytics landscape, and can creatively apply insights to client situations., • Track record of designing systems and teams that ensure that everyone can thrive., • Ability to grow and expand client relationships and budgets. Benefits Avōq prides itself on the kind of innovation that is only achieved through inclusive collaboration and equal opportunity. Maintaining a diverse staff of first-class talent (including those from BIPOC, LGBTQ communities, and others from historically underrepresented groups), and conferring a sense of value and belonging on each team member is central to our mission as expert communicators and advocates. The salary range for this role starts at $180,000 We offer a uniquely rich benefits package to support our team’s quality of life outside of work that includes: • 100% Company-paid Medical, Dental and Vision insurance, • Paid parental leave, • 401(k) contributions, • Flexible, hybrid work arrangements, • 12 paid company holidays per year, up to 39 days individual paid time off

Job Description Salary: $165,000 - $220,000 Other Forms of Compensation: Benefits and Bonus Eligible Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary The Vice President of Corporate Dining for Restaurant Associates will lead the strategic direction, operational excellence, and financial performance of a complex corporate dining portfolio in New York. This role is responsible for driving growth, ensuring client satisfaction, and maintaining best-in-class service standards. The ideal candidate is a dynamic leader with deep expertise in foodservice operations and a proven track record of managing significant revenue streams. Key Responsibilities: • Develop and execute strategic plans to achieve financial, operational, and client satisfaction goals for the corporate dining segment., • Oversee a portfolio of accounts ensuring operational excellence, client satisfaction, profitability and compliance with contractual obligations., • Lead, mentor, and develop a high-performing team of account leaders to deliver exceptional service and operational efficiency., • Foster strong client relationships, acting as a trusted advisor and ensuring alignment with client objectives and organizational standards., • Drive innovation in culinary offerings, sustainability initiatives, and technology solutions to enhance the dining experience., • Monitor financial performance, implement cost-control measures, and identify opportunities for growth and margin improvement., • Collaborate with cross-functional teams to support business development, marketing, and operational initiatives. Qualifications: • Bachelor’s degree in Business, Hospitality Management, or related field; advanced degree preferred., • Minimum 10 years of progressive leadership experience in foodservice or hospitality, including managing a portfolio with $60M+ in annual managed volume., • Demonstrated success in strategic planning, financial management, and operational leadership., • Exceptional communication, negotiation, and relationship-building skills., • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. Req ID: 1496877 Restaurant Associates Leah Curry [[req_classification]]

Job Description At Steer North America, our vision is a world where the critical services and infrastructure that move our communities work better for all of us. Our mission is to be the leading consultancy shaping the future of how people live, work, and connect. We are driven by a passion for creating positive impact through our expertise in critical services and infrastructure. We strive to unlock the potential of our clients and their organizations to help people, places, and economies thrive. For a world in motion, complex challenges deserve powerful solutions, global intelligence and local partnership, technical expertise and independent advice. We are seeking an entrepreneurial leader to help establish and grow our Airport Commercial Services consulting practice in the U.S. and Canada. This role combines hands-on project delivery with the opportunity to build a practice area focused on concessions, real estate, parking, and non-aeronautical revenue development for airports. The successful candidate will bring industry expertise, creativity, and a strong network to help us expand our market presence while delivering exceptional value to clients. Key Responsibilities Practice Building & Growth • Play a key role in shaping and expanding the Airport Commercial Services practice, with responsibility for identifying opportunities and driving growth., • Partner with senior leadership to design and implement strategies for market entry, brand positioning, and client acquisition., • Lead business development efforts, including prospecting, proposal writing, and client presentations., • Build and expand relationships with airports, concessionaires, developers, and other industry partners., • Serve as Project Manager or Technical Lead on key assignments in commercial strategy, concessions planning, financial modeling, and passenger experience optimization., • Manage project teams and ensure delivery of high-quality, on-time, and on-budget results., • Mentor and guide junior staff, supporting their growth in both technical and consulting skills. Required: • Minimum of 10 years of experience in the aviation industry, with expertise in airport commercial services, concessions, real estate, or non-aeronautical revenue strategy., • Bachelor’s degree in a relevant field (business, aviation, planning, economics, finance, or related discipline)., • Proven entrepreneurial mindset, with demonstrated success in practice building, business development, or market expansion., • Strong project management skills and experience leading multidisciplinary teams., • Technical expertise in concessions planning, financial modeling, business case development, or airport real estate., • Experience introducing new service lines or growing a consulting offering from early stages. For our US applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, commuter benefits, a group Share Incentive Plan, a 3% 401k contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 44 paid days off - 20 vacation days, 9 public holidays, 3 floating days, 10 sick days, and 2 volunteering days – as well as a semi-annual performance review process. For our Canadian applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, a group Share Incentive Plan, a 3% RRSP contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 47 paid days off - 22 vacation days, 13 public holidays, 2 volunteering days and 10 sick days – as well as a bi-annual performance review process. Our evaluation processes are designed around merit and capability. We don’t select people on the prestige of their educational establishments or other background information. Our interviewers are trained on how to manage selection processes fairly and without bias, and to conduct processes which do not selectively appeal more to one or more demographic to the detriment of any others. Steer is an equal opportunity employer and welcomes all candidates with any legally protected status. Steer will provide accommodation, now or throughout your employment, if needed. In our commitment to inclusivity in the workplace, Steer has welcomed the creation of various Employee Resource Groups, dedicated to ensuring the support, progression, and well-being of all employees. For more information, check out our social responsibility page. Part-time and remote working applications will not be considered for this role. Salary Range - $150,000 – 250,000 w/ benefits

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified Vice Presidents for our Investments & Portfolio Management team, based in either Los Angeles, Denver, Washington, D.C., New York City, or our upcoming office in San Francisco (slated to open mid-February 2026). Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation;, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;, • Experience managing junior team members on projects;, • Experience and ability to manage multiple projects at any given time under various time frames and constraints; and Estimated annual base salary, depending on experience: $130-160K, plus annual bonus. Our benefits package includes: • Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employee stipend for continuing education and professional development, • Employer-paid family leave after one year of employment, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, in-office walking pads, and healthy snacks supplied in each office location, • Option to participate in FSA, HSA, and 401(k) plan, • Employer contribution to 401(k) annually, • Access to back-up childcare, elder care, pet care, and other in-home resources, • Enjoyment of hosted in-office lunches and social events on a regular basis Equal Opportunity Employer - RCLCO is an EEO Employer who celebrates diversity - Drug-Free Workplace RCLCO is committed to Diversity, Equity, and Inclusion and strives to cultivate a diverse working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description Genesis of Englewood, New Jersey is seeking a team-oriented Retail Parts Advisor. ABOUT US Benzel-Busch Family of Dealerships is a reputable and authorized family of dealerships dedicated to delivering our valued customers the highest standards of service and quality.. Our journey began with a commitment to delivering the pinnacle of automotive excellence. Over the years, we have earned a reputation for offering exceptional vehicles that embody sophistication, performance, and innovation. With Mercedes-Benz, we have set the industry's standard for luxury and engineering. With the addition of our Genesis franchise, we are ushering in a new era of automotive innovation! Genesis represents the perfect fusion of modern luxury and cutting-edge technology. We are excited to offer our customers the opportunity to experience the future of mobility with a brand that redefines what it means to drive in style and comfort. What You’ll Do: • Provide exceptional customer service by welcoming and assisting retail customers who visit the parts department. Address customer inquiries and help them identify and select the correct Genesis parts and accessories for their vehicles., • Use your knowledge of Genesis vehicles and the parts catalog to accurately identify the parts or accessories customers need. Provide guidance on compatibility and suitability for specific vehicle models., • Offer technical support and guidance to customers who may have questions about parts installation, maintenance, or repairs. Explain the proper use and care of parts and accessories., • Provide accurate price quotes for parts and accessories. Explain pricing, discounts, and any applicable promotions to customers., • Process customer orders efficiently and accurately. Use dealership software and systems to create invoices, track sales, and manage customer accounts., • Assist with inventory management by tracking stock levels, restocking parts, and organizing the parts department to ensure that parts are readily accessible and well-maintained., • Handle returns and exchanges of parts and accessories in accordance with dealership policies and procedures. Ensure that returned items are inspected for quality and reentered into inventory as appropriate., • Collect payments from customers for parts and accessories purchases. Handle cash, credit card transactions, and other payment methods according to dealership protocols., • Promote special sales, discounts, and promotions to retail customers to increase sales revenue. Identify opportunities for upselling or suggesting complementary accessories., • Maintain accurate records of all customer transactions, including sales receipts, invoices, and order forms. Ensure that all paperwork is properly filed and archived., • Adhere to safety regulations and dealership policies, particularly when handling hazardous materials or operating equipment such as forklifts., • Stay updated on industry trends, new Genesis models, and changes in parts and accessories technology through ongoing training and professional development., • A high school diploma or equivalent. Additional automotive or parts-related coursework may be advantageous., • A strong understanding of automotive parts, accessories, and Genesis vehicles is essential. This knowledge helps you accurately identify and recommend the right parts for customers., • Exceptional customer service skills are crucial. You'll interact directly with retail customers, requiring effective communication, active listening, and problem-solving abilities., • Basic knowledge of vehicle mechanics and automotive terminology is valuable for providing technical assistance to customers., • Proficiency in using computer software for parts cataloging, inventory management, and order processing is often required. Familiarity with dealership management systems (DMS) can be a plus., • Retail Parts Advisors may encounter complex customer inquiries or issues. The ability to analyze problems and find solutions is beneficial., • If the role involves processing cash payments, cash-handling skills and financial responsibility are required., • You’ll be a part of a premium, award-winning team., • We pride ourselves in creating a friendly, fun, company culture., • Employee perks., • Industry leading compensation plan, • Unlimited growth potential. Excellent Advancement Opportunities!, • Comprehensive training programs to advance your career, • Supplemental Life Insurance and Long-Term Disability, • 401K Retirement Plan with Employer Contributions, • Employee discounts for you and your family!, • Medical and Dental Insurance available, • $22.00 to $42.00 per hour depending on experience Benzel-Busch is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, gender, age, national origin, religion, marital status, veteran status, physical or other disability, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law

Job Description Hi, we're Oscar. We're hiring a Associate Director, Corporate Events to join our Marketing team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Associate Director of Corporate Events is a leader on the Corporate Marketing Team responsible for elevating Oscar Health's presence, influence, and reputation through world-class corporate events. This role owns the strategy, planning, and execution of high-impact experiences that engage employees, industry leaders, brokers, partners, and key stakeholders. This role will design and deliver a unified events strategy that amplifies Oscar Health's brand and supports business goals across our Insurance and Marketplace businesses. This role requires a blend of creative vision, operational excellence, and strategic partnership across the enterprise. You'll collaborate closely with Marketing, Sales, Communications, Partnerships, and Executive Leadership to ensure every event reflects Oscar's mission, values, and commitment to transforming healthcare. You will report into the VP, Communications and Brand. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $158,400- $207,900 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities: • Strategic Vision & Leadership, • Set a unified, forward-looking corporate events strategy aligned with Oscar's brand, business priorities, and market needs., • Act as a strategic advisor to senior leadership on event positioning, audience experience, and how events can drive business impact., • Ensure Oscar's presence at events reinforces our values, supports local and national goals, and elevates our reputation in the healthcare landscape., • Corporate Events Strategy & ExecutionMajor industry conferences and forums, including two internal marquee events a year, • Company-hosted events such as Investor Day and VIP Broker events, • Strategic partner events and executive engagements, • Scalable, tiered service models to support local events across Oscar's top 15 markets, • Own the strategy, planning, and flawless execution of Oscar's flagship corporate events, including:, • Lead the full event lifecycle—from conceptualization and design to execution, measurement, and post-event analysis., • Drive creative direction while ensuring operational precision, risk management, and consistency with brand standards., • Stakeholder & Cross-Functional Partnership, • Act as the central coordination point between Marketing, Sales, Communications, Partnerships, and Market teams., • Ensure event plans reflect broader business needs and enable deeper engagement across priority audiences—brokers, providers, partners, and community leaders., • Collaborate with Corporate Marketing leadership to align event messaging, narratives, and content with Oscar's brand strategy., • Build strong internal stakeholder relationships to ensure events advance the goals of the Insurance and Marketplace businesses., • Corporate Relations & Executive Engagement, • Lead strategic event moments that strengthen Oscar's reputation and influence with key stakeholders, including industry partners, regulators, policymakers, and business leaders., • Develop frameworks for executive visibility and engagement at events in conjunction with business line marketing and communications leaders, ensuring leaders are prepared, aligned, and activated to represent Oscar's mission and voice., • Financial & Vendor Management, • Oversee event budgets, ensuring cost-effective planning and high-quality execution., • Lead vendor sourcing, negotiations, contract management, and performance oversight across production, experiential design, A/V, logistics, and creative services., • Maintain operational discipline and ensure strong ROI on all event investments., • Team Leadership & Capability Building, • Lead and mentor a multidisciplinary team focused on corporate events, experiential strategy, and stakeholder engagement., • Foster a culture of creativity, innovation, collaboration, and accountability., • Build organizational capability through playbooks, scalable frameworks, and best-in-class processes for event execution., • Innovation & Continuous Improvement, • Stay ahead of trends in experiential design, event technology, corporate hospitality, and stakeholder engagement., • Establish KPIs and feedback loops to measure performance and inform future strategy., • Pilot innovative formats and experiences that differentiate Oscar and set a new standard for healthcare industry engagement., • Compliance with all applicable laws and regulations, • Bachelor's degree in Marketing, Communications, Event Management, Public Relations, or a related field., • 10+ years of experience in event strategy, corporate relations, experiential marketing, or stakeholder engagement—ideally within healthcare, regulated industries, or mission-driven organizations., • Proven success leading large-scale, high-profile events with senior executive involvement., • Strong creative vision anchored by operational rigor and attention to detail., • Demonstrated ability to manage multimillion-dollar budgets and deliver measurable ROI., • Expertise in vendor negotiation and relationship management, with strong networks in event production and experiential design., • Exceptional leadership skills and experience developing high-performing teams., • Strong business acumen and ability to align events to organizational objectives., • Executive presence with outstanding communication and presentation skills. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

To be considered for an interview, please make sure your application is full in line with the job specs as found below. Certified Registered Nurse Anesthetist | Anesthesiology - General/Other Location: Syracuse, NY Employer: Pay: Competitive weekly pay (inquire for details) Start Date: ASAP About the Position LocumJobsOnline is working with to find a qualified Anesthesiology CRNA in Syracuse, New York, 13201! This Job at a Glance • Job Reference Id: ORD-195290-CRNA-NY, • Title: CRNA, • Dates Needed: November - ongoing, • Shift Type: Day Shift; Call, • Assignment Type: OR, • Call Required: Yes, • Board Certification Required: Yes, • Case Load/PPD: Varies, • Location Type: On-Site, • Prescriptive Authority Required: Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist The need has never been greater to connect great clinicians and great healthcare facilities. That's what we do. Every day. We're . We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you're looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. xmcpwfu Our agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf. 1671073EXPPLAT

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