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Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you—or your business—to new heights. At BCG Securities, the game plan is simple: we’re here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients’ needs for flexibility and long-term growth. Who We’re Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: • Develop and prepare comprehensive financial plans for new and existing clients, • Make investment recommendations and subsequent follow-ups for client portfolios with investment team, • Provide ongoing support for existing clients through annual reviews, • Present life insurance and annuity analysis, • Create a planning process to help individuals meet their financial goals., • Highly competitive transition income for established advisors, • Company matched 401(k), • Internal support staff, • Hands on training and development program, • Health Benefits, • Medical, • Dental, • Vision, • Prescription, • Life Insurance, • Bachelor’s Degree, • At least 3 years related experience in the Financial Advisor role, • Series 7 & 66 securities licenses (or 65/63), • Life/Health preferred, • Exceptional client relationship management skills, • Excellent writing and verbal communication skills #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our ___ All applicants should review our ___

Job Title: Specialist Location: SBC Corporation Department Name: RWJBH Community Health Project Req #: 0000220076 Status: Salaried Shift: Day Pay Range: $68,724.00 - $97,073.00 per year Pay Transparency: The above reflects the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's educational background, skills and professional experience. Job Overview The Finance and Operations Specialist for FQHCs plays a key role in supporting RWJBarnabas Healths mission to improve community health outcomes.This role focuses on strengthening the financial sustainability, operational efficiency, and compliance capacity of Federally Qualified Health Centers FQHCs affiliated with RWJBH. The Specialist ensures that operational policies, procedures, and new initiatives across practice sites are of high quality, consistently implemented and compliant with all operational regulations, policies and procedures. Working under the SVP of Community Health, the Specialist will serve as a strategic advisor, providing technical assistance, financial modeling, and training to FQHC leadership. The ultimate goal is to improve access to quality care for underserved communities by helping FQHCs grow and operate more effectively. Qualifications Required • Bachelors degree in Finance, Business Administration, Public Health, Healthcare Administration, or a related field, • Minimum 3-5 years of experience in FQHC finance, operations, or healthcare strategy, • Deep understanding of: Medicaid/Medicare reimbursement, 340B program management, HRSA compliance, Healthcare funding and reporting standards e.g. GAAP, • Strong business and financial acumen,, • Advanced Excel and financial modeling skills; proficiency in Word, Powmplex financial concepts in simple terms,, • Strategic Advisory & Relationship Management, • Act as a financial and operational advisor to RWJBH-affiliated FQHCs, • Build strong relationships with FQHC executives to identify challenges and co-develop practical solutions, • Align support with system-wide community health priorities, • Financial & Operational Analysis, • Conduct deep financial assessments, including: Revenue cycle analysis, Payer mix evaluations, Cost-efficiency studies, Benchmarking against peer, Develop sustainable business models to improve reimbursement and diversify revenue, Prepare and present financial reports and dashboards to leadership, Implements performance goals, long term objectives and strategy developed for the practice sites., • Compliance & Program Optimization, • Provide expert support to ensure FQHC compliance with: HRSA requirements, Medicaid/Medicare regulations, GAAP standards and other federal/state guidelines, Help develop internal controls, financial policies, and reporting protocols, Optimize the 340B drug pricing program for better impact and service expansion, Lead or support audits and compliance reporting; recommend corrective actions as needed., • Training & Capacity Building, • Create and deliver trainings for FQHC leadership and finance teams on: Reimbursement strategies, Revenue cycle management, Financial compliance, Share practical tools, templates, and models to build internal capacity and financial literacy., • Quality Improvement Initiatives, • Assists in the development of a quality improvement program that designs, plans, measures, and improves the practice functions and key clinical populations served and align to the primary care service lines strategic goal., • Participates in ongoing monitoring and evaluation of program effectiveness, including but not limited to, incident monitoring, patient/family satisfaction with services, monitoring of key systems of performance required to support the program and indicators of clinical quality related to the patient populations served., • Implements new clinical programs and services, • System wide Collaboration Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today! OVERVIEW: Job Duties & Responsibilities * Builds student base by creating safe environments for all Golfers, provide high quality instruction, and build long lasting relationships with each student. Talk with clients to identify strengths and weaknesses of swing / game, get to root of students’ lesson goals, and act as Trusted Advisor for each respective student. The Golf Professional will seek out information and opportunities to develop self to become a better teacher. Ensure teaching concepts are directed toward students understanding and adjust teaching style to best facilitate students learning. The Golf Professional is continuously looking for new and creative ways to build a robust student base, striving to meet and exceed the financial and metric goals for the role. * The Golf Pro is directly involved in community outreach by partnering with local organizations to teach, support, and spread awareness of the Golf Galaxy experience. Our Professionals are leading initiatives within their local community to promote our services – Fitting, Lessons, Club Tech, specialized service through the variety of departments and how we would like to create lasting relationships with each Golfer, no matter where their Golf journey may take them. * Golf Professional works collaboratively with Certified Fitters and teammates to enhance the Trusted Advisor experience with each student. That may come in the form of interacting with Fitters / Golfers during Fittings, offering suggestions or advice on lesson plans to improve swing / game, sharing knowledge, experience and expertise with fellow teammates and Golfers. #DSGT2 QUALIFICATIONS: * High School Diploma or Equivalent * 1-3 years experience * Active PGA of America Class A or LPGA member in good standing * 3+ years knowledge of club-fitting through experience and/or OEM training * PGA of America Class A or LPGA Member in good standing, Apprentice Level 1,2,3 or interested in becoming a PGA/LPGA Member through our PGA/LPGA Associate Program * Trackman Level 1 & 2 * Ability to multi-task & work in a fast-paced environment * Passion for golf equipment & related technology * Desire for continued learning (self) and teaching others * Stays current with industry trends VIRTUAL REQUIREMENTS: At DICK’S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidates do not use AI tools (like ChatGPT or others) during interviews or assessments. To ensure a smooth and secure experience, please note the following: * Cameras must be on during all virtual interviews. * AI tools are not permitted to be used by the candidate during any part of the interview process. * Offers are contingent upon a satisfactory background check which may include ID verification. If you have any questions or need accommodations, we’re here to help. Thanks for helping us keep the process fair and secure for everyone! Targeted Pay Range: $45,000.00 - $73,200.00. This is part of a competitive total rewards package that could include other components such as: incentive, equity and benefits. Individual pay is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all teammate pay regularly to ensure competitive and equitable pay.DICK'S Sporting Goods complies with all state paid leave requirements. We also offer a generous suite of benefits. To learn more, visit .

Zurich North America is hiring an experienced Financial Institutions Executive Underwriter or AVP Underwriting Director in Chicago! As a Financial Institutions Underwriter, you will handle complex new and renewal domestic Middle Market and National accounts for all Financial Institutions industry verticals and lines of coverage offered. As a member of Zurich's underwriting team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with select brokers focused in the region. With more than 125 years of experience, Zurich has a broad and varied appetite for Financial Institutions business; this role is an exciting expansion opportunity allowing for high growth potential and visibility & support. This role filled at either the Executive Underwriter OR AVP, Underwriting Director level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. The Financial Institutions Underwriter is responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs, specifically within Financial Lines for Financial Institutions, including D&O, E&O, EPL, Fiduciary, and Fidelity lines of coverage, • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Identifying gaps involves and aligning Zurich’s products and value proposition to offer a solution that provides the contract certainty the customer needs, • Demonstrating strong analytical skills and executing as an innovative advisor, • Underwriting, analyzing and generating new and renewal business, • Market facing and production within the growing International division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships, • Working within broad limits and authorities on highly complex assignments Executive Underwriter Basic Qualifications: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience with Umbrella underwriting OR Basic Qualifications- AVP Underwriting Director: • Experience with Microsoft Office Preferred Qualifications for both: • Bachelor’s Degree, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $110,300.00 - $238,700.00. The proposed salary range for the Executive Underwriter is $110,300.00 - $180,600.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, UW Director is $145,800.00 - $238,700.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $150,000 at plan earnings Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • A Bachelor’s degree in business administration, finance, or a related field is requiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job DescriptionSalary: What is the role and what will be my responsibilities? • As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors., • Through strategic business networking, you will build an extensive professional network and build your own clientele., • Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients, • The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops, • Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins., • Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills, • Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance, • Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans, • Gain hands-on client-facing experience in the financial industry, • As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation, • Weekly stipend, • Bonuses available, • Relationship building, • Impact, income, independence/interdependence, • Internship mirrors full-time advisor role, • Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam, • Our office is located in Paramus, New Jersey. Interns are expected to be in person.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

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

The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing a signature suite of services for each unique business portfolio. Our team builds partnerships that excel, creating experiences that break the mold, where convenience, consistency, and excellence are a given. One Partner. Infinite Solutions. Reporting to the Regional Vice President, the Vice President of Operations (VPO) serves as the senior operational leader and executive partner for a single, high?profile financial services client with a portfolio of hospitality accounts spanning the United States and globally (North & South America). This role is responsible for delivering a consistently elevated hospitality experience while ensuring operational excellence, service innovation, and strong client partnership across all sites. The VPO will lead a geographically dispersed leadership team and oversee a broad scope of hospitality services, including cafés, pantries, executive dining rooms (EDR), conferencing, and C?suite guest experiences. This individual will be highly visible with the client, proactive in anticipating needs, and accountable for aligning service delivery to evolving client expectations within a subsidy contract model. The role requires a strong in office presence in NYC and regular travel to portfolio locations. This is an in office or travel only position. COMPENSATION: The Salaried rate for this position is $180,000.00 to $210,000.00. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here ___ There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. • Act as the primary executive relationship lead for the client, building trusted, long?term partnerships at all levels of the organization., • Ensure delivery of a high?touch, premium hospitality experience across all locations, with a strong focus on consistency, presentation, service culture, and guest satisfaction., • Lead and align multiple account teams across domestic and international sites under a unified operational vision, service standards, and hospitality mindset., • Drive continuous improvement in service quality, operational effectiveness, and client satisfaction through innovation, best practices, and proactive issue resolution., • Partner closely with the client to understand business priorities, anticipate needs, and evolve services to support workplace and guest experience strategies., • Oversee all aspects of operations, including workforce planning, talent development, training, compliance, and service execution., • Collaborate with internal partners across Sales, Human Resources, Supply Chain, Marketing, Finance, and Compliance to ensure seamless support and execution., • Inspire, develop, and retain a high?performing leadership team through coaching, engagement, accountability, and succession planning., • Lead change initiatives and operational enhancements in partnership with internal and client stakeholders., • Bachelor?s degree required; Master?s degree preferred., • 10?12 years of progressive leadership experience in hospitality, food service, facilities, or service?oriented environments, preferably supporting complex, multi?site operations., • Proven experience managing a single strategic client with multiple locations and elevated service expectations., • Demonstrated ability to operate as a trusted advisor and executive partner to senior client stakeholders., • Strong leadership capability across geographically dispersed teams., • Excellent communication, presentation, and influencing skills, including experience engaging C?suite audiences., • Ability to balance strategic oversight with hands?on operational leadership in a highly visible environment., • Commitment to fostering a culture centered on hospitality, accountability, continuous improvement, and service excellence. Location and Travel Requirements • NYC based role with a primary presence at the clients NYC headquarters, • In office Monday - Friday or traveling only, no remote option Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ___ or connect with us on ___, ___ and ___.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities • Client and Advisor-Facing Communications, • Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally., • Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service., • Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed., • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficient in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Ability to prioritize and manage multiple tasks in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. The Role As Vice President of Client Success, you will lead and scale LearnLux’s Client Success function, owning the full post-sale customer lifecycle and ensuring our partners achieve measurable, meaningful outcomes from our platform. This is a highly visible leadership role with direct responsibility for retention, expansion, customer satisfaction, and long-term customer value. You’ll build, manage, and mentor a team of Client Success Managers, setting the vision, structure, and operating rhythm for how we engage with customers as we continue to grow. You’ll partner closely with Sales, Product, Marketing, and Finance to align on customer strategy, feedback loops, and revenue goals, and will play a critical role in shaping how LearnLux delivers value to employers and their employees at scale. This role is remote within the U.S., with a preference for candidates located near NYC for occasional leadership team meetings. This role reports to the CEO and Co-founder. What you’ll do • Own the end-to-end Client Success strategy, including onboarding, adoption, engagement, renewal, and expansion., • Build, lead, and develop a high-performing team of Client Success Managers, including hiring, coaching, performance management, and career development., • Establish clear goals, KPIs, and operating metrics for Customer Success, with a strong focus on retention, customer health, and long-term account growth., • Serve as a senior, strategic partner to key customers, acting as an executive sponsor and trusted advisor for priority accounts., • Design and continuously improve CS processes, playbooks, and workflows to support a growing and increasingly diverse customer base., • Partner cross-functionally with Sales on renewals and expansions, with Product on customer feedback and roadmap input, and with Marketing on customer storytelling and advocacy., • Build scalable systems for gathering, synthesizing, and operationalizing customer insights to inform product and business decisions., • Represent the voice of the customer internally, ensuring customer needs, challenges, and opportunities are reflected in company priorities. You should bring • 10+ years of experience in Customer Success, Account Management, or a related customer-facing leadership role, ideally in a high-growth B2B SaaS environment., • Proven experience building and leading Customer Success teams, including managing managers and scaling CS operations., • A strong track record of driving retention, customer satisfaction, and expansion revenue., • Experience owning executive-level customer relationships and navigating complex stakeholder environments., • Strategic mindset with the ability to balance big-picture planning with hands-on execution., • Excellent communication and interpersonal skills, with the ability to influence across functions and at the executive level., • Comfort operating in ambiguous, fast-moving environments and building structure where it doesn’t yet exist. It would be great if you also • Have experience in HR tech, fintech, benefits, or financial wellness., • Have worked with enterprise customers., • Have helped scale a CS function from early growth stage through more mature operations., • Are familiar with product-led or data-driven approaches to customer health and engagement., • Are based in or near NYC and able to join in-person leadership sessions as needed. LearnLux is a fit for you if you • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow., • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist., • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward., • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us., • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here., • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes., • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate. Benefits • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture, • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or historically marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

Korn Ferry is currently retained by a global provider of comprehensive supply chain solutions, helping clients streamline operations through strategic planning, procurement, and logistics support. Our clients’ multidisciplinary teams—are comprised of equipment planners, engineers, builders, and project managers—having collaborated closely with their clients and their consultants to deliver tailored, efficient, and transparent supply chain services for the construction industries. Our client is seeking both National and Regional Account Executives to drive growth through their supply chain and procurement solutions. This role is responsible for developing and executing strategic sales initiatives across targeted markets and key accounts. Working in partnership with national sales, operations, and marketing teams, you will help shape the business center’s success by expanding market presence and delivering measurable results. Key Responsibilities • Lead and own sales growth within your region, meeting or exceeding revenue and profitability targets., • Identify, pursue, and close new business opportunities, converting pipeline prospects into long-term clients., • Develop and execute strategic sales plans targeting key industries such as industrial, data centers, healthcare, education, aviation, and others., • Build and nurture executive-level relationships, turning strategic connections into tangible business partnerships., • Collaborate with national and local sales teams to ensure a unified approach to client engagement across enterprise accounts., • Act as a trusted advisor for clients throughout the project lifecycle to ensure satisfaction, repeat business, and long-term loyalty., • Align local business strategies with national sales goals to deliver consistency and sustainable growth., • Partner with supply chain, procurement, and marketing teams to enhance vendor relationships, create targeted campaigns, and generate new leads., • Analyze current sales performance to recommend operational and financial improvements., • Participate in continuous improvement initiatives to standardize and optimize sales processes., • Support recruitment, onboarding, and development of new team members, fostering a high-performance culture., • Represent the organization as an industry leader at client meetings, conferences, and professional events. Salary Range: The base range is $200-300k plus a first-year bonus. Full benefits, 401k, medical, dental, vision, life insurance, and disability. Qualifications • Bachelor’s degree in business, supply chain, engineering, or related field., • 8+ years of progressive experience in business development, sales, or supply chain management—preferably within construction, engineering, or manufacturing sectors., • Strong understanding of domestic and international supply chain operations., • Knowledge of mechanical and electrical equipment is preferred., • Proven success developing strategic partnerships and exceeding sales targets., • Excellent presentation, negotiation, and relationship management skills at senior executive levels., • Demonstrated ability to think strategically while executing tactically in fast-paced, complex environments., • Strong leadership skills with experience managing and mentoring teams across locations., • Proficiency in CRM and Microsoft Office applications., • Willingness to travel as required. SE#510760387

Position Overview The Associate of Concierge & Lifestyle Services is responsible for working with the NewEdge Family Office leadership to develop a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or health-related tasks, the Associate curates and manages a vetted network of top-tier specialists across each category. This individual ensures that clients have seamless access to best-in-class providers while maintaining oversight, quality control, and a consistently elevated client experience. This role requires impeccable judgment, excellent operational leadership, and a deep understanding of the unique needs of UHNW individuals and their households. Location: The ideal candidate will be located in New York, NY or Stamford, CT and able to report to one of our offices there. However, remote candidates are encouraged to apply. Key Responsibilities Strategic Platform Leadership • Build and maintain the firm’s concierge services framework, centered on connecting clients with elite third-party providers., • Build a comprehensive database of all the leading concierge vendors. Maintain this database in real time to reflect industry changes, new providers, disruptors in each category. Stay on the cutting edge., • Identify and cultivate relationships with leading experts in each service vertical, including:, • Luxury travel advisors, private aviation, charter brokers, luxury travel agents, • Medical concierge providers, top specialists, and wellness practitioners, • High-end event planners and destination management companies, • Security firms, risk consultants, and protective-services experts, • Negotiate service expectations, confidentiality standards, and performance requirements with each provider., • Monitor provider’s performance, client satisfaction, and service quality across all categories., • Implement feedback loops and regular provider reviews to maintain high standards., • Coordinate with internal compliance, legal, and risk teams to ensure third-party providers meet the firm’s vetting standards., • Manage budgets, preferred-provider agreements, and referral frameworks as appropriate., • Maintain awareness of global risks (travel advisories, security concerns, medical access issues) and ensure providers are prepared to respond. Qualifications • 2+ years of experience in a related field, • Demonstrated passion for concierge services, • Exceptional judgment, discretion, and emotional intelligence., • Strong project management and solutions based mindset, • Ability to manage high-pressure, time-sensitive situations with professionalism., • Willingness to be available outside traditional business hours to support client needs., • Bachelor’s degree required; advanced degree or specialized industry certifications preferred. Attributes for Success • Discreet, trustworthy, and highly reliable., • Solutions-oriented with a calm, polished presence., • Strong communicator with impeccable attention to detail., • Thrives in a fast-paced, dynamic environment with ever-changing priorities., • Client-first mindset with a commitment to exceptional service and operational excellence. Salary Range: $100k - $150k annually, based on experience. Who We Are: EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.

A Different Mind seeks experienced, volunteer professionals to join its Board of Advisors. We are a small, emerging organization that aims to harness the power of the arts and popular culture to destigmatize mental illness. We are seeking a Finance Advisor, Development/ Fundraising Advisor, and Entertainment Industry Advisor to serve on a volunteer board. This is a non-paid position for someone passionate about the destigmatization of mental illness, looking to give back, and interested in mentoring an emerging changemaker. If you're interested in getting involved with A Different Mind, but the advisor position doesn’t seem like the right fit for whatever reason, feel free to reach out! We’re happy to discuss other volunteer opportunities. We are a small organization starting out, looking to build a community, and we appreciate all the help we can get! Our Mission: A Different Mind is dedicated to platforming and uplifting artists living with mental illness. Through year-round multi-disciplinary initiatives and programming that center around artists' lived experiences with mental health conditions, we aim to bring conversations about mental health and mental illness to the forefront, allowing those afflicted to be accepted by both themselves and the world around them. Who You Are: • A seasoned professional (or retired professional) with senior-level experience in the corresponding field, • Finance Advisor: Experience in corporate or non-profit finance, • Development Advisor: Experience in fundraising with successful grant writing experience, preferably in an arts or culture non-profit, • Entertainment Industry Advisor: Experience in some aspect of the entertainment industry, preferably working in the intersection between entertainment/ the arts and social impact, • Someone passionate about destigmatizing mental illness with a base understanding of the ways stigma manifests in today’s society, preferably with some sort of lived experience or personal connection to the cause, • A team player willing and able to work with our founder/ Executive Artistic Director, other advisors, and potentially volunteers, • Someone looking to grow with A Different Mind with a potential interest in eventually joining a Board of Directors, • Someone looking to be a mentor and eager to impart their knowledge, • Local to NYC, • A lover of the arts! Responsibilities & Commitments: All advisors will be expected to attend quarterly check-in meetings and occasional organizational events. Advisors may take on additional responsibilities beyond those listed below, given the advisor’s personal capacity and interest. Finance Advisor: • Guidance in budgeting, financial forecasting, noticing trends, and identifying unnecessary expenses. Development Advisor • Assistance with grant writing, • Imparting knowledge regarding NYC’s philanthropic landscape and helping to identify potential grants and donors Entertainment Industry Advisor: • Help connecting A Different Mind to potential partner organizations and artists, • Guidance in program creation and implementation To express interest, send an email to with a brief description of your experience and, within your comfort levels, an explanation of why this cause is important to you. No need to send a resume, but, if possible, a link to your LinkedIn Profile or any relevant portfolios/ websites would be appreciated! This is meant to be the beginning of a conversation, and we would be happy to provide you with additional information about A Different Mind, our structure, and our future goals.

Job Purpose: BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth. Duties & Responsibilities: • Advise on a broad range of investment banking and capital markets transactions across multiple product groups, • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs), • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas, • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision., • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups. Requirements & Qualifications: • Juris Doctor; admitted in good standing to the NY or CA bar, • Position is targeted to be in NYC or San Francisco, • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice, • Significant experience with direct client interaction with financial services clients, • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services), • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization, • Business judgment and ability to assess legal and business risks, while providing practical advice, • Ability to multi-task and work in a fast-paced environment, • Familiarity with broker-dealer regulatory matters relevant to investment banking business, • Strong drafting, negotiation and analytical skills, • Strong organizational skills and attention to detail, • Strong communication skills, both written and verbal, • Ability to manage multiple projects and work independently, • Team player, mentor, confident and proactive Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: .

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Location: NYC RTO: Hybrid (2 days/week onsite) We are conducting a confidential search on behalf of a global FinTech platform seeking a Bank Regulatory Counsel to join its growing legal and regulatory function. This is a newly created role driven by expanded business activity and increased regulatory complexity. The position offers high visibility, direct engagement with regulators, and close partnership with senior business stakeholders. This is an individual contributor role from day one. What You’ll Do • Serve as a primary legal advisor on U.S. bank regulatory matters impacting a complex financial services platform, • Provide practical, business-oriented regulatory guidance to internal and external stakeholders, • Engage directly with U.S. banking regulators and regulatory agencies at the federal and state level, • Analyze evolving banking regulations and translate regulatory requirements into actionable guidance, • Support new products, services, and partnerships from a regulatory perspective, • Partner with external counsel on specialized regulatory matters as needed, • Help scale regulatory processes in a fast-growing, globally operating organization What We’re Looking For • JD from a top 50 US law school + AmLaw100 firm training, • 5 to 9 years of post-JD experience (JD 2021 and senior only please), • demonstrable focus advising on bank regulatory matters, • Target experience range: 5–9 years (flexible for exceptional profiles), • Demonstrated experience working directly with bank regulators or regulatory agencies, • Financial services or payments-related regulatory experience required Background Preferences: • Prior in-house experience strongly preferred, • Law firm–only candidates considered if from an AmLaw 100 firm, • In-house candidates should have prior BigLaw training Ideal Candidate Profile • Bank regulatory attorney supporting fintechs, banks, or payments companies, • Comfortable acting as a trusted business counselor, not solely a technical advisor, • Able to operate independently and manage regulatory issues with minimal oversight, • Strong communicator who can engage credibly with both regulators and senior internal stakeholders Why This Role • Newly created position with meaningful scope and ownership, • Direct exposure to senior legal leadership, • Opportunity to shape regulatory strategy at a global financial services platform, • High-impact role during a period of significant business expansion If interested, please apply with resume attached. Questions: Note: Due to volume, we are only able to respond to candidates who attach a CV AND are a MATCH for the REQUIRED criteria. Thank you!

One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee: • The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and, • The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients. RESPONSIBILITIES • Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients., • Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas., • Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models., • Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives., • Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy., • Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings. QUALIFICATIONS • 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment., • Proven track record supporting a leading asset manager, ideally across multiple asset classes.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Private Wealth Paralegal The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Oversee all aspects of trusts and estates in probate., • Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate., • Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts., • Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files., • Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding., • Prepare for federal audit or state gift/estate tax audits., • Research and investigate any requests, problems or issues, and resolve with appropriate parties., • Prepare initial drafts of client correspondence and memos., • Responsible for client contact and communication to clients., • Perform file organization and maintenance., • Maintain up-to-date time reports to ensure accurate client billing. Supervisory Responsibilities • On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process. Knowledge, Skills And Abilities • Bachelor’s degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus., • Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable., • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties., • Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions., • Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines., • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 37.5 hours to perform the essential duties of the position., • Ability and availability to travel to other firm locations when required. For our New York office, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. Katten Muchin Rosenman LLP 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 status as a protected veteran.

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

THE CLIENT Our team is working with a global investment management firm with a strong reputation in the industry. The New York office sits within the Americas Client Group and is known for its collaborative, professional culture. The team values strong administrative support and fosters an environment where people feel supported, engaged, and set up for success. THE ROLE This firm is seeking a Team Assistant & Workplace Coordinator to support the North America Advisor Team while overseeing key aspects of office operations. This role is ideal for someone who enjoys multitasking across team support, logistics, and workplace management. Key duties include: • Scheduling internal and client meetings, including catering and logistics, • Coordinating domestic and international travel, • Preparing, printing, and shipping presentations and meeting materials, • Managing office security access and serving as liaison with Building Management, • Supporting workplace health & safety and compliance documentation, • Coordinating office vendors, mail distribution, IT audits, and starter/leaver processes, • Handling catering for meetings, events, and office gatherings THE CANDIDATE The ideal candidate is organized, proactive, and comfortable balancing both administrative support and office coordination responsibilities. They should be a strong communicator who thrives in a polished, fast‑moving environment. Key qualifications: • Experience in asset management or financial services, • 5+ years of administrative support experience, ideally with a sales or client team, • Strong travel coordination and calendar management abilities, • Excellent communication and relationship‑building skills, • High attention to detail and strong judgement, • Ability to take ownership and improve processes, • Fluency in Spanish (required) THE COMP/BENEFITS • Salary up to $120k, • Generous PTO, • Health, dental, and vision coverage, • 401(k) plan, • Strong development and internal growth opportunities Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.

Job DescriptionFraud warning: It's common for scammers to create positions that look legitimate on other sites. To ensure your submission is considered, only apply for positions at Sensor Tower through our company website or through posts directly associated with Sensor Tower company profiles on sites such as LinkedIn, Indeed, BuiltIn or Hackajob. At no point will Sensor Tower ever ask for money, credit card, or bank account information to complete a job application. Communications received from Sensor Tower are only sent by e-mail addresses ending in sensortower.com. All Sensor Tower interviews will be conducted via phone or Zoom. At no time will a conversation be moved to an alternative email outside of sensortower.com or text. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume when applying. To all recruitment agencies: Sensor Tower does not accept third party resumes. Please do not send resumes to our jobs alias, Sensor Tower employees or any other organization location. Sensor Tower is not responsible for any fees related to unsolicited resumes. Sensor Tower will not pay any third-party agency or company that does not have a signed agreement with Sensor Tower. About this role: This role acts as the primary advisor for the AMER – East/EMEA sales team, managing all aspects of contract and deal management. Key responsibilities include ensuring timely and accurate Order Forms, maintaining Salesforce data hygiene, obtaining approvals for pricing and payment terms, processing amendments, and supporting the sales team in structuring fully approved deals. The Deal Desk role plays a critical, cross-functional role in optimizing the sales cycle, ensuring compliance, and supporting strategic growth. This position demands a blend of operational efficiency, advisory capabilities, and a commitment to continuous process improvement. Salary: 110K - 135KKey Resposibilities • Order-to-Cash Cycle Management: Thoroughly review, process, and validate all incoming Order Forms, Sales Support requests, and Bookings to ensure accuracy, completeness, and adherence to company policies and pricing structures. This includes verifying customer details, product configurations, contractual terms and any non-standard terms., • Service Level Agreement (SLA) Adherence: Diligently monitor and meet all established process Service Level Agreements (SLAs) for deal review and booking, maintaining a consistent flow in the sales pipeline and ensuring a positive experience for both the sales team and internal stakeholders., • Documentation and Policy Governance: Maintain, coordinate, and actively participate in the drafting and regular updating of our internal Deal Desk guides, policies, and procedural documentation. This documentation must accurately reflect current best practices related to deal processing, booking logic, and internal compliance standards., • System Implementation and Optimization: Actively assist the team with the configuration, testing, and rollout of critical tools, including a CPQ system, ensuring it meets the evolving needs of the sales organization and integrates smoothly with other enterprise systems., • Project Leadership and Analytical Support: Execute and assist on all internal strategic initiatives aimed at improving sales efficiency and financial integrity. Provide essential support on additional projects and conduct detailed analysis as needed to inform decision-making regarding pricing, discounting, and deal structure., • Trusted Deal Advisor: Serve as a primary point of contact and trusted advisor to the Sales, Legal, and Finance teams, offering expert guidance on complex deal-related questions, booking requirements, revenue recognition impacts, and established internal processes. Facilitate communication to expedite deal closure while maintaining compliance., • Sales Training and Enablement: Assist in sales training and enablement sessions focused on quoting procedures, pricing policies, and mandatory process requirements. This ensures the sales organization is proficient in utilizing quoting tools and adhering to our booking policy., • Process Improvement and Collaboration: Proactively collaborate with other internal stakeholders, including Finance, Revenue Operations, and IT, to continuously review and refine existing processes, aiming for maximum efficiency, scalability, and compliance with all internal and external regulations (SOX)., • Ad-Hoc Duties: Perform additional duties, analyses, and administrative tasks as assigned by management to support the broader operational and strategic objectives of the Deal Desk teams.Experience, • A minimum of 3-5 years of experience in Deal Desk or Sales Operations within a SaaS environment, including expertise in contract review, compliance review and/or drafting, and a solid understanding of negotiation strategy., • Demonstrated ability to thrive in a high-velocity, fast-paced professional environment., • Proficiency with CPQ systems and experience with CPQ implementation processes., • Exceptional organizational capabilities and proven effective communication skills, both verbal and written., • Salesforce Systems Administrator experience a plus

Job Description We are WPP Production - the unified global production company that brings together all of WPP's content producers, studios and craft experts into one connected organisation. We combine world-class human craft with next generation technology to originate, design, and deliver multi-channel content systems at scale. Built for borderless collaboration and powered by deep craft expertise, we are the production engine designed for today's always on, AI driven marketing world. WPP Production is part of WPP. WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients, and communities. For more information, visit wpp.com A Hybrid working model We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. What does a Global Production Director do at Hogarth? At Hogarth, the Global Production Director is a senior, Executive Producer+ level role accountable for defining and designing the overarching global production strategy, frameworks, and scalable models for integrated marketing campaigns and "big bet" brand initiatives. This leader establishes the strategic direction, methodologies, and guidelines that enable the efficient, effective, and consistent execution of our creative vision across all tiers, markets, and channels worldwide. Crucially, this role focuses on strategic design, thought leadership, and model development, and is not responsible for day-to-day production delivery or project management. Instead, it empowers regional and local teams by providing the strategic clarity and repeatable models for them to adapt and execute with ownership. The role operates as part of a senior leadership team, partnering with Creative, Business, and Strategy leaders to proactively embed strategic production expertise at the earliest inception phase of major campaigns. It also involves working directly with Content Strategists, Creative Teams, and regional production leads to shape and optimize production approaches from a strategic standpoint, ensuring innovative ideas are viable, scalable, and strategically positioned for execution "through the line." This role represents a critical blend of creative understanding, operational excellence, and a global mindset, focused on optimizing resources and harnessing innovation to deliver exceptional brand impact without compromising creative integrity. Key Responsibilities: Global Production Strategy & Frameworks • Strategy & Model Design:Develop and implement comprehensive, end-to-end production strategies and repeatable models for multi-channel, global marketing campaigns. This includes defining methodologies, resource allocation principles, budget frameworks, and risk mitigation strategies that span Tier 1 origination to Tier 3 market localization, • Global Scalability & Governance:Design production strategies that seamlessly account for global scalability, localization needs (cultural relevance, translation, transcreation), regional nuances, and tiered campaign structures. Establish clear pathways and governance for collaboration and strategic handover to local execution teams, • "Big Bet" Leadership:Provide strategic production leadership for high-profile, complex initiatives, identifying innovative production techniques and partners to guide groundbreaking creative from a strategic perspective, • Inception Partnership & Influence:Proactively engage with Creative, Content Strategy, Channel Planning, Account teams, and crucially, regional/local production leads from the earliest stages of campaign development. Provide early production viability assessments and strategic recommendations to influence creative concepts and content strategies, identifying efficiencies and optimal pathways, in close consultation with local teams to ensure practical application, • Strategic Liaison:Act as the central strategic production point of contact, fostering robust relationships with global and divisional Creative, Content Strategy, Account/Client Service, and local production teams, providing strategic guidance and ensuring alignment across diverse stakeholders, • Technology & Methodology Identification:Identify and evaluate emerging production technologies (e.g., AI in content creation, virtual production, interactive media) and innovative methodologies to foster efficiency and expanded creative possibilities, • Implementation Partnership:Strategically partner with WPP Open and Hogarth Innovation for the successful piloting and integration of these solutions, ensuring they enhance creative output and operational efficiency across the network, • A minimum of 12-15+ years of experience in production, with significant time spent recently in a senior leadership role within an advertising agency or a dedicated advertising production agency. Experience working directly with or for major CPG brands is highly preferred, • Deep familiarity with the advertising ecosystem; you are an expert at navigating complex inter-agency communications and can serve as the central production hub for various partners (creative, media, strategy, client), • Proven track record of developing and implementing scalable, global production strategies and operational frameworks for complex, integrated marketing campaigns., • Deep expertise in managing the production lifecycle "through the line," from Tier 1 brand concepts to Tier 3 market adaptations, with a strong understanding of localization and transcreation, • Exceptional financial acumen, with experience developing strategic budget frameworks, optimizing multi-million dollar global spends, and managing vendor ecosystems, • Demonstrated ability to partner with and influence senior-level stakeholders across Creative, Strategy, and Business leadership, acting as a trusted advisor from the initial campaign inception, • A strong creative sensibility paired with an obsession for operational excellence; you must be able to protect the creative vision while engineering the most efficient path to execution, • A global mindset with experience working across multiple regions and a nuanced understanding of cultural and market differences, • A passion for innovation, with a strong awareness of emerging production technologies (AI, virtual production, etc.) and their strategic application, • Exceptional communication and presentation skills, with the ability to distill complex strategic ideas into clear, actionable guidance for diverse, cross-functional teams #LI-SB2 #LI-Hybrid Why work here: At WPP Production, you'll help shape the future of content production at a truly global scale. We bring together world-class talent, cutting-edge studios, and advanced technology to solve some of the most complex creative and production challenges in the industry. You'll work in a collaborative, borderless environment where craft excellence is valued, innovation is encouraged, and AI and next-generation tools are used to amplify not replace human creativity. With access to diverse projects, global career opportunities, and the backing of WPP's unmatched network, this is a place where you can grow your skills, make real impact, and create work that performs for every audience, across every channel, at every moment. Inclusion and Impact WPP is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. Data We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment. When you click the "Submit Application" button at the bottom of this page, this will send all the information you have added to WPP Production. Before you do this, we think it's a good idea to read through our Privacy statement. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it. Please contact if you need the job advert or form in another format.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. Why Charlie Health? We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment. At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms. Every member of our team shares a deep commitment to this mission. If you're driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare. About the Role We are seeking a Corporate Recruiter to partner closely with senior leaders across Charlie Health to build high-impact corporate teams. This role owns full-cycle recruiting for some of our most visible and complex searches, working directly with leadership as a strategic thought partner. As a Corporate Recruiter, you will shape hiring strategy, build and maintain high-quality pipelines, and drive process improvements that raise the bar for how we hire as we scale. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own full-cycle recruiting for high-priority corporate roles, partnering closely with leadership to define hiring needs, success profiles, and interview strategies, • Serve as a strategic thought partner to senior hiring managers, providing market insight, talent recommendations, and guidance throughout the hiring process, • Develop and execute thoughtful sourcing strategies across multiple channels to build diverse, high-quality pipelines for complex and competitive searches, • Evaluate, interview, and present candidates with clear, structured recommendations that support confident and timely hiring decisions, • Drive efficiency and consistency across the recruiting process by identifying opportunities for improvement and implementing scalable solutions, • Build and maintain strong relationships with internal stakeholders to ensure alignment, trust, and momentum across searches, • Manage candidate experience end-to-end, ensuring clear communication, strong engagement, and alignment with the Charlie Health mission, • 2-4+ years of full-cycle recruiting experience, with demonstrated success hiring for complex corporate roles in high-growth, fast-paced environments, • Proven ability to partner with senior stakeholders (Director+ level), acting as a trusted advisor and thought partner throughout the hiring process, • Strong sense of ownership; able to manage multiple priorities, lead projects to completion, and continuously improve through feedback, • Organized and detail-oriented, with the ability to drive efficiency and momentum across searches while maintaining a high-quality candidate experience, • Authorized to work in the United States with native or bilingual English proficiencyBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The expected total cash compensation range, including potential bonus, will be between $80,000 and $125,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-REMOTE Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. Why Charlie Health? We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment. At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms. Every member of our team shares a deep commitment to this mission. If you're driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare. About the Role We are seeking a Senior Recruiter to partner closely with senior leaders across Charlie Health to build high-impact corporate teams. This role owns full-cycle recruiting for some of our most visible and complex searches, working directly with leadership as a strategic thought partner. As a Senior Recruiter, you will shape hiring strategy, build and maintain high-quality pipelines, and drive process improvements that raise the bar for how we hire as we scale. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own full-cycle recruiting for high-priority corporate roles, partnering closely with leadership to define hiring needs, success profiles, and interview strategies, • Serve as a strategic thought partner to senior hiring managers, providing market insight, talent recommendations, and guidance throughout the hiring process, • Develop and execute thoughtful sourcing strategies across multiple channels to build diverse, high-quality pipelines for complex and competitive searches, • Evaluate, interview, and present candidates with clear, structured recommendations that support confident and timely hiring decisions, • Drive efficiency and consistency across the recruiting process by identifying opportunities for improvement and implementing scalable solutions, • Build and maintain strong relationships with internal stakeholders to ensure alignment, trust, and momentum across searches, • Manage candidate experience end-to-end, ensuring clear communication, strong engagement, and alignment with the Charlie Health mission, • 4-7+ years of full-cycle recruiting experience, with demonstrated success hiring for complex corporate roles in high-growth, fast-paced environments, • Proven ability to partner with senior stakeholders (Director+ level), acting as a trusted advisor and thought partner throughout the hiring process, • Strong sense of ownership; able to manage multiple priorities, lead projects to completion, and continuously improve through feedback, • Organized and detail-oriented, with the ability to drive efficiency and momentum across searches while maintaining a high-quality candidate experience, • Authorized to work in the United States with native or bilingual English proficiencyBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The expected total cash compensation range, including potential bonus, will be between $109,000 and $136,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Summary Reporting to the CEO, the Chief Financial Officer (CFO) oversees the management and reporting of New Jersey Family Planning League’s (NJFPL or the “League”) financial activities, including but not limited to accounts receivable, accounts payable, payroll, purchasing, insurance and risk management, banking, tax reporting and audit. The CFO works collaboratively with the CEO on financial trend analysis, strategic planning, forecasting, and streamlining business operations. Responsibilities and duties • Manage all accounting functions including but not limited to accounts receivable, accounts payable, payroll, and purchasing., • Ensure all financial reports are prepared in a timely and accurate manner., • Oversee accounts payable function including but not limited to compliance with expense reporting, capitalization policy, and purchasing procedures., • Prepare and present financial statements and related reports including but not limited to balance sheets, income statements, cash-flow reports, central office budgets, and variance analysis., • Participate in the strategic management of operating costs and prepare financial analysis reports of internal cost control and organizational performance., • Supervise monthly balancing of books and monthly account reviews; prepares and presents monthly financial statements., • Review, evaluate and implement accounting systems, policies, and procedures., • Coordinate annual independent audit and preparation of annual tax documents., • Direct central office budget preparation, reviews budget proposals, and prepares necessary supporting documentation and justification for proposed budgets., • Provide management with timely reviews of organization's financial status and progress., • Ensure compliance with statutory payroll tax reporting., • Responsible for the programmatic and strategic documents for internal and external audits as well as annual budgets, bank reconciliation, and variance analysis reports., • Assist with special projects as required., • Perform other duties as assigned. Strategic Leadership • Serve as a trusted advisor to the CEO and Board on financial strategy and organizational sustainability., • Develop long-range financial plans aligned with the organization’s mission and strategic objectives., • Support board finance and audit committees with timely, clear financial analysis and reporting. Financial Management & Operations • Oversee all accounting functions including general ledger, payroll, accounts payable/receivable, and cash management., • Develop and manage the annual operating and capital budgets., • Monitor financial performance and provide variance analysis and recommendations., • Ensure strong internal controls and financial policies are in place and followed. Compliance & Risk Management • Ensure compliance with GAAP, federal and state regulations, IRS requirements, and funder restrictions., • Oversee annual audit, tax filings (Form 990), and financial reporting requirements., • Manage organizational risk, insurance coverage, and financial safeguards. Grants & Funding Support • Provide financial oversight for grants, contracts, and restricted funds., • Partner with program and development teams on budgeting, grant proposals, and financial reporting to funders., • Ensure accurate tracking and reporting of restricted and unrestricted funds. Team Leadership • Lead, mentor, and develop the finance team., • Foster a culture of accountability, transparency, and continuous improvement., • Collaborate cross-functionally with program, operations, and development teams, • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws., • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Schedule and Time Commitment • Flexible Schedule – The League maintains a flexible schedule. Employees must work a minimum of seven (7) hours per day with a thirty (30) minute lunch period. Employees must begin the workday between 8:00 a.m. and 9:30 a.m. All employees are expected to be available between 9:30 a.m. and 3:30 p.m., • Hybrid Schedule - The League maintains a hybrid work environment. Employees must work in the League office a minimum of 3 days a week and may work in a remote capacity the remaining 2 days per week. Employees may elect to work in the office up to 5 days a week., • Flexible hours and schedule must be coordinated with your supervisor and are subject to change based on business needs., • Very limited travel required., • Attend annual or semi-annual in-person conferences. Required Education and Experience • Bachelor’s degree in Accounting, Finance, or related field (MA/MBA preferred)., • 8+ years of progressive financial leadership experience, preferably in a non-profit setting., • Strong knowledge of non-profit accounting, GAAP, and fund accounting., • Experience working with boards, audits, and financial reporting., • Strong working knowledge of forecasting and financial reports., • Strong working knowledge of data collection, data analysis, evaluation, and scientific method., • Prior experience with accounting software required. NetSuite experience preferred., • Ability to work with all levels of management., • Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm., • Proven leadership and business acumen skills., • Demonstrated ability to supervise and motivate subordinates., • Commitment to excellence and high standards., • Excellent written and verbal communication skills., • Curious mindset and proactive work ethic., • Willingness to learn and grow with the organization., • Strong commitment to the ethos of the organization. Benefits: • 401(k) matching, • Dental insurance, • Employee assistance program, • Health insurance, • Paid time off, • Vision insurance Physical Requirements • Long periods of sitting., • Ability to move throughout the office and walk or get to all areas. EEO statement NJFPL is an equal opportunity employer. All qualified applications will be considered for employment without unlawful discrimination based on race, color, creed, national origin, sex, age disability, marital status, sexual orientation, gender identity and expression, military status, prior record of arrest or conviction or current employment status. NJFPL is deeply committed to diversity, equity, and inclusion. We believe social change happens when people with a wide range of backgrounds, experiences, and identities come together with a common purpose. We aim to build a diverse team that represents New Jersey’s citizens and reproductive justice community. We encourage candidates from backgrounds to apply. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. NJPFL employees are expected to be flexible and to take on additional duties as assigned, according to the organization’s needs and the staff member’s skills and abilities. Because we are a non-profit that serves the community, some events or projects may require an occasional night or weekend.

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 Role As a Senior Tech & Product Recruiter at SmartAsset, you will serve as a strategic talent partner across our Engineering, Product, Data, and AI organizations. You will drive end-to-end hiring efforts for critical technical and product roles, helping the company scale high-impact teams that power our core platform and customer experience. This is a high-impact position that combines hands-on recruiting execution with process improvement, data-driven decision making, and cross-functional leadership. You will work closely with senior leaders to define hiring strategies, build scalable recruiting practices, and deliver exceptional candidate experiences. What You'll Do • Partner closely with Engineering, Product, Data, and AI leadership to understand hiring priorities and develop strategic recruiting plans., • Own the full-cycle recruiting process for technical and product roles, from intake through offer and close., • Source, engage, and assess top technical and product talent using advanced sourcing strategies, including LinkedIn, niche platforms, communities, and personal networks., • Build and maintain diverse, high-quality talent pipelines aligned to current and future hiring needs., • Serve as a trusted advisor to hiring managers, providing guidance on market trends, candidate expectations, compensation insights, and interview best practices., • Drive continuous improvement of recruiting processes, tools, and workflows to increase efficiency and quality of hire., • Leverage recruiting data and market intelligence to inform hiring strategies and pipeline health., • 5+ years of technical and product recruiting experience, ideally within high-growth or fast-paced environments., • Proven experience hiring across multiple technical and product disciplines, such as Software Engineering, Product Management, Data, and AI/ML roles., • Strong track record of developing scalable, repeatable recruiting processes and best practices., • Deep expertise in both traditional and advanced sourcing techniques and experience using a wide range of sourcing tools., • Demonstrated success building diverse, high-quality talent pipelines., • Strong partnership skills, with experience collaborating cross-functionally with Engineering, Product, HR, Compensation, and Operations teams., • Data-driven mindset with experience using recruiting metrics to guide decisions and improve outcomes., • 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* Hourly rate dependent upon location and experience. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionAbout CookUnity: Food has lost its soul to modern convenience. And with it, it has lost the power to nourish, inspire, and connect us. So in 2018, CookUnity was founded as the first-of-its-kind platform that connects the world with the source of truly great food: chefs. Today, CookUnity delivers 50 million meals a year from the industry's best chefs to homes all over the country. Fresh. Ready-to-eat. And crafted with the passion that nourishes body and soul. Unwilling to stop there, CookUnity is expanding beyond delivery to become an ever-innovating marketplace focused on our singular mission: empower Chefs to nourish the world. If that mission has you hungry in more ways than one, you've found the right job posting. About the Talent Team At CookUnity, Talent is at the core of how we scale with intention. As part of our growing Talent Acquisition team, you'll join a tight-knit, high-impact group that values ownership, excellence, and strong partnerships. We act as strategic advisors to the business, working to identify and attract exceptional talent that aligns with our values and drives our mission forward. We're a people-first, product-led company that moves fast and stays focused on making an impact—together. This is a remote-friendly hybrid role with a preference for candidates based in New York City, where we have a vibrant HQ and frequent in-person collaboration. The Role We're looking for a senior-level freelance recruiter to partner with our Talent Acquisition team and hiring managers on high-impact GTM searches, primarily across Brand, Growth Marketing, and related leadership roles in the U.S., Canada and LATAM. You'll play a key role in sourcing, engaging, and closing top-tier, values-aligned talent in a fast-moving, creative, and data-driven environment. This role requires a deep understanding of marketing talent markets and the ability to tell compelling stories that attract the best candidates. You'll collaborate closely with our in-house recruiting team to build strong pipelines, lead candidate engagement, and help shape what great hiring looks like at CookUnity. What You'll Do • Partner with hiring managers and the in-house recruiting team to own full-cycle searches or key portions of them, depending on project needs., • Build strong pipelines of top marketing talent, with a focus on Brand, Growth, and Creative leadership roles., • Act as a trusted partner and advisor to hiring managers—leading intake sessions, providing market insights, and supporting hiring strategy discussions., • Drive proactive sourcing and outreach, using platforms like LinkedIn Recruiter, Greenhouse, GEM, and AI tools to identify top talent in competitive GTM spaces., • Deliver a high-touch candidate experience, ensuring clear communication and alignment throughout every stage of the process., • Facilitate interview debriefs and structured decision-making, ensuring alignment with CookUnity's values and leadership principles., • Partner with the team on employer branding and talent marketing initiatives to strengthen our presence in the marketing community., • Track and share progress through a data-informed lens, optimizing funnel health and hiring velocity.About You, • 5+ years of full-cycle recruiting experience, ideally in high-growth, product-led companies, with a focus on GTM and Marketing roles., • Deep understanding of the Brand, Growth, and Performance Marketing landscape in the U.S. market., • Proven success sourcing and closing senior-level marketing and creative leaders., • Strong stakeholder management skills—you can confidently advise and influence hiring decisions., • Skilled in sourcing, pipeline management, and ATS tools (we use Greenhouse)., • Excellent written and verbal communication skills and a genuine ability to engage candidates with authenticity., • Highly organized, self-driven, and comfortable working independently in a fast-paced, collaborative environment.Nice to Have, • Familiarity with North American and LATAM markets., • Understanding of talent marketing and employer branding tactics. Learn more about how we work: 👉 CookUnity's Leadership Principles If this resonates with you, we'd love to connect! If you're interested in this role, please submit your application, and if we think you might be a fit, we'll get in touch with you. Thank you for your time! If you're interested in this role, please submit your application, and if we think you might be a fit, we'll get in touch with you. Thank you for your time! CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability. A quick note for all candidates We've recently seen an increase in recruitment scams across the industry, and we want to make sure you (and your data) stay safe while applying to CookUnity. We also want you to know that we take this seriously — sometimes, as part of our process, we may ask for a brief "proof of humanity" to confirm that we're connecting with a real person, not an impersonator. Here are a few tips to help you protect yourself and know what to expect from us: • Apply only through our official channels. All open roles are listed on our official careers page: careers.cookunity.com, • Our recruiters are real people — and easy to verify. You can always find them on LinkedIn with verified profiles. If you're unsure, feel free to reach out to us on our official LinkedIn Company Page., • We only communicate through official CookUnity channels. That means emails ending in @cookunity.com and interviews held through official company platforms (Google Meet or Zoom) — never WhatsApp, Telegram, or SMS.

About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery anchored shopping centers and premier office assets. Perform is positioned to create more engaging experiences for customers, deliver long-term value for tenants, and drive stronger performance across its portfolio. Perform has expertise in asset management, transactions, development, leasing, and operations, and benefits from a multi-sector focus, data driven strategy, and national reach. The company focuses on properties with People-Appeal—dynamic spaces where people and businesses actively choose to work, shop, and gather, enhancing the communities around them. Formed through the combination of ShopCore, ROIC, and EQ Office, Perform Properties leverages the shared experience, scale, and operational strengths of three leading organizations. Role Summary The Associate on the Asset Management team will provide analytical support to regional and sub-regional teams charged with maximizing property values through operations (leasing, capital, development & redevelopment) and capital markets (financings, dispositions, etc.) in close collaboration with the Blackstone Asset Management team. These teams vary in location to cover the United States coast-to-coast, hitting major markets like New York, Atlanta, Miami, Los Angeles, San Francisco, Seattle, Chicago, etc. all the while exploring new gateway markets. We’re seeking an Associate to join our Asset Management team in a role that goes beyond traditional asset oversight. This position will be more broadly focused on investments, with significant involvement in transactions, analytics, and underwriting. The ideal candidate will have experience in acquisitions or asset management and be proficient in complex Argus and Excel modeling. This is a dynamic opportunity for someone who thrives in a fast-paced, deal-oriented environment and is eager to work closely across functions to drive asset and portfolio value. Major responsibilities include constructing and validating all cash flow assumptions utilized in projections; creating business plans with Region Leads and Leasing Teams that align with property visions and financial objectives; material lease analyses; modeling, due diligence and closing of dispositions; and evaluating investment returns, asset sales timing, and valuations. Position requires ability to act as a project leader, and research and challenge assumptions. The Associate, in collaboration with the senior members of the Asset Management team, will be given direct financial responsibility for multiple office and retail assets, acting as a strategic investment advisor within their Portfolio team. Although allocated regionally, the role functions as an integral part of one team with national coverage. This role is based in the office, 5 days a week Monday-Friday. Essential Job Functions • Financial Goals – Act as strategic and analytical thought partner and leader to Perform Region Leads on all financial matters related to the health and success of the company and assets in the market. Ask critical questions and challenge assumptions., • Business Planning – Create and maintain business plans with Region Leads that are aligned with the property vision, org values, business objectives, and operating plans to grow asset value., • Strategic Financial Analysis – Drive efforts to coordinate strategic analyses as directed by Perform and Blackstone leadership, including hold/sell analysis, repositioning analysis, major lease analysis, and contribution/funding requests., • Investment Analyses – Evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with Region Leads on developing assumptions, communicating market developments, and assisting in broker engagements., • Dispositions and Debt Transactions – Support team in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with buyers, lenders, attorneys, brokers; review Broker Opinions of Value, due diligence materials, Offering Memorandums; and prepare closing statements and memos. Review Argus files and associated financial assumptions and cash flow., • Liquidity / Cash Management – Manage liquidity needs, develop and monitor leading indicators of cash management concerns, and provide timely reporting to Perform and Blackstone leadership., • Organization and Communication – Drive the organization and communication of key work products and information to effectively report to Region Lead and Blackstone on asset or market conditions. Proactively manage processes and suggest improvements or areas where communication can be streamlined. The Associate will work in close collaboration with senior team members on the Asset Management team daily, in addition to collaborating with other departments throughout Perform and Blackstone. Qualifications and Technical Competencies • 1-3 Years of Argus Enterprise experience; no Argus experience may be considered with demonstrated technology acumen and desire to quickly learn a new product, • Exceptional Excel and financial modeling skills with a working knowledge of IRR, NPV, and other fundamental real estate metrics, • Ability to read and interpret lease agreements, loan documents, and other legal documentation, • Ability to work independently, handle multiple concurrent projects, and meet deadlines as well as ability to thrive in a collaborative team environment and work effectively with team members often spread across multiple geographies and time zones, • Keen attention to detail; ability to run zero-defect analyses as well as review the analyses of junior team members Preferred Qualifications: • Bachelor’s degree in real estate, engineering, economics, finance, business or other quantitative fields, • Minimum of 4 years of experience within an investment bank or real estate investment firm, • Proficient in Microsoft Word and PowerPoint, • Experience overseeing and mentoring other professionals, • Willing to travel up to 15% - note upfront travel will be more

HumanGood is seeking a strategic Human Resources Business Partner (HRBP) to support our Affordable Housing division, which provides stable, service-enriched housing to older adults with limited financial resources. This role exercises professional judgment in team member relations, performance management, compliance, workforce planning, and change management, and serves as a trusted advisor to community and regional leadership. In this position you will lead complex team member relations matters, guide leaders through change, and drive HR initiatives that support operational excellence—ensuring our teams can deliver on HumanGood’s mission of creating welcoming, affordable communities where residents can thrive. * Serve as a strategic HR advisor to senior leaders across Affordable Housing communities * Lead complex team member relations investigations and manage high-risk, sensitive matters * Coach leaders on performance management, engagement, and organizational effectiveness * Partner on workforce planning, succession strategy, and talent risk assessment * Ensure consistent, compliant HR practices in a highly regulated environment * Support culture initiatives, compliance efforts, and continuous improvement * Mentor HR team members and collaborate on enterprise-wide initiatives To be successful in this role, you should have: • Bachelor’s degree in HR or related field, • 6+ years progressive HR Business Partner experience, • Experience supporting multi-site or regulated environments (housing, retail, healthcare, or senior living preferred), • Expertise in team member relations and employment law (knowledge of CA law is a plus), • Expertise with LOA processes, • Experience with Worker's Comp, • Strong judgment, discretion, and influencing skills, • Presentation skills for both in-person and virtual trainings, • Ability to travel up to 25% (mostly East Coast) Why HumanGood? At HumanGood, we believe everyone deserves a safe, dignified place to call home. Our Affordable Housing communities serve thousands of older adults across the country, combining quality housing with programs and services that promote well-being and independence. As one of the largest nonprofit owner/operator of senior living communities in the country, we are more than just a place to work. We are here to ensure that all we serve are provided with every opportunity to become their best selves as they define it, and this begins with YOU. Join a mission-driven organization where your HR leadership directly supports teams who make a meaningful difference every day. At HumanGood, we offer the opportunity to be part of something bigger than yourself on top of an incredible package of benefits and perks for our part-time and full-time Team Members that can add up to 40% of your base pay. Full-Time Team Members: • 20 days of paid time off, plus 7 company holidays (increases with years of service), • 401(k) with up to 4% employer match and no waiting on funds to vest, • Health, Dental and Vision Plans- start the 1st of the month following your start date, • $25+tax per line Cell Phone Plan, • Tuition Reimbursement, • 5 star employer-paid employee assistance program Compensation: 75-90K based on experience Location: This is a hybrid role, 75% remote/25% onsite. Candidates must be located within 30-60min commute to our Philadelphia communities. This role requires up to 25% travel as needed to communities in the greater Philadelphia area and occasionally out of state (a few times a year) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

Job Description HVAC Project Manager Location: New Hyde Park, NY Salary Range: $150,000 – $175,000 (commensurate with experience) Position Overview We are seeking an experienced HVAC Project Manager to join our growing team. This role is responsible for managing multiple small-to-mid-size HVAC projects while serving as the primary point of contact for assigned client accounts. The ideal candidate is technically strong, highly organized, and comfortable engineering practical solutions in the field while maintaining excellent customer relationships. Key Responsibilities • Manage multiple concurrent HVAC projects from kickoff through closeout, ensuring projects are completed on time, within budget, and to company quality standards, • Oversee projects including service upgrades, retrofits, tenant fit-outs, and system replacements, • Serve as the primary liaison for assigned customer accounts, maintaining strong relationships and acting as a trusted advisor, • Handle all customer communications, including scope clarification, progress updates, issue resolution, and change order discussions, • Review project drawings, specifications, and contracts to ensure accurate execution, • Engineer and troubleshoot HVAC solutions in the field, working closely with field supervisors, technicians, subcontractors, and vendors, • Coordinate manpower, materials, equipment, and subcontractors to meet project schedules, • Prepare and manage project budgets, track costs, approve invoices, and forecast financial performance, • Identify and manage change orders, including pricing, documentation, and client approval, • Conduct job site visits to ensure work is performed safely, efficiently, and in compliance with codes and company standards, • Collaborate with estimating, engineering, service, and operations teams to ensure smooth project handoffs and execution, • Support business development efforts by identifying upsell opportunities within existing accounts, • Minimum 5–10 years of experience in HVAC project management, preferably with a mechanical contractor, • Strong technical knowledge of HVAC systems, controls, and field operations, • Proven ability to manage multiple projects simultaneously, • Experience managing customer accounts and maintaining long-term client relationships, • Ability to engineer practical, cost-effective solutions in the field, • Strong communication, organizational, and problem-solving skills, • Proficiency with project management software and Microsoft Office, • Competitive salary range of $150,000 – $175,000, based on experience, • Company pays a generous portion of health insurance, • 401(k) with company match, • Profit-sharing program, • Long-term growth opportunity with a stable and reputable HVAC company Company DescriptionThe Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.The Bachrach Group (TBG) is a New York-based staffing and recruiting agency founded in 1974 by Richard Bachrach. The agency specializes in facilitating placements for professionals across various industries on a nationwide scale. TBG's overarching mission is to deliver tailored staffing solutions to its client base while simultaneously providing job seekers with career prospects. The company relies on its team of recruiters, who leverage their industry knowledge and networks to connect employers with top talent. TBG provides a comprehensive range of staffing services, including direct hire, temporary staffing, Recruitment Process Outsourcing (RPO), and contract staffing. The agency has consistently achieved notable rankings in Crain's lists, ranking as the largest search firm in NYC since 2020.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionAt TerrAscend, we don’t just grow cannabis — we grow possibility. Whether it's cultivating top-tier flower, supporting patients with trusted therapies, or crafting premium products for adult use, we’re here to elevate lives. As a trailblazer in the cannabis industry, our roots run deep and our sights are set high. If you're ready to shape the future of cannabis with a team that believes in quality, care, and community — let’s grow together. The Inventory Manager is a senior leadership role responsible for end-to-end oversight of all inventory functions across cannabis products and non-cannabis consumables. This position is critical in safeguarding the organization’s compliance, financial integrity, and operational efficiency. The Inventory Manager serves as the site’s subject matter expert in SOX compliance, Metrc inventory tracking, and ERP, ensuring flawless execution in a highly regulated environment. Responsibilities • Own accountability for SOX compliance and state cannabis regulatory adherence across all inventory functions., • Lead audit readiness and interface with internal/external auditors, ensuring fully traceable and auditable records., • Develop and enforce enterprise-level inventory policies and controls to mitigate financial and regulatory risk., • Provide executive-level visibility into inventory performance through advanced reporting, KPI dashboards, and variance analysis., • Leverage Metrc and ERP systems to ensure data accuracy, transparency, and real-time decision-making., • Align inventory operations with corporate growth initiatives, including expansion projects, white-label partnerships, and portfolio innovation., • Collaborate closely with Finance, Supply Chain, and Operations to ensure accurate costing, forecasting, and alignment with production schedules., • Collaborate closely with Procurement and Operations to ensure consistent stock rates for all non-cannabis inventory for uninterrupted production, • Partner with compliance and legal teams to proactively address evolving regulations., • Serve as a key advisor to executive leadership on inventory-related risk, cost management, and scalability., • Lead, mentor, and develop internal team, with an emphasis on accountability, compliance, and professional growth., • Drive a culture of operational excellence and continuous improvement., • Adoption of best practices across the inventory function to support long-term scalability., • Work flexible shifts as needed to support critical production tasks., • Other duties as assigned. Qualifications & Experience:, • Bachelor's Degree in Business, Finance, Supply Chain, or related field preferred, • 5+ years of progressive inventory or supply chain leadership experience, with at least 3 years in a regulated industry (cannabis experience strongly preferred)., • Strong mathematical skills with ability to add, subtract, multiply, and divide various units of measure., • Proficient in computer programs including word processing, database management, spreadsheet applications, and e-mail., • Deep knowledge of SOX compliance, cannabis state regulatory requirements, Metrc, and ERP systems., • Exceptional financial and analytical acumen, with advanced Excel and reporting skills., • Demonstrated success leading a team in a compliance-driven environment., • Proven ability to influence senior leadership and drive cross-functional alignment., • Ability to work effectively in a fast-paced, evolving, team-oriented environment., • Ability to communicate clearly and professionally in English, both verbally and in writing., • Ability to read, interpret, and apply information obtained from manuals, data sheets, or other documents., • Must satisfy the minimum age criteria mandated by applicable state cannabis regulations for this role., • Background Check Required. Perks Rolled Just for You (for Benefits-Eligible Roles)

The Opportunity The Product & Distribution Expense Strategy team within Corporate Actuarial is looking for an energetic actuary with strong analytical skills to join the team as an Expense Actuary. Reporting to the Head of Product & Distribution Expense Strategy, you will support the Product & Distribution Expense team and have the opportunity to use your business analytic skills to provide a detailed understanding of how our business works, make recommendations to improve our performance, become the expense expert within several product lines/functions, and perform analysis that reaches the highest levels of the organization. The team’s efforts have significant impact across all lines of business, including Life Insurance, Annuity, Disability Income, Worksite Insurance, and Institutional products as well as functions such as Pricing, Corporate Actuarial, Finance, Underwriting, Operations, and ETX. The Team The Product & Distribution Expense Strategy team is a high performing group of actuaries and financial professionals dedicated to shaping the company’s expense landscape through actuarial expertise, advanced analytics, and strategic insight. Distinct from Strategic Expense Management and FP&A, this team is uniquely positioned at the intersection of actuarial science and business strategy, directly informing product pricing, distribution economics, and enterprise financial outcomes. The team thrives in a fast-paced environment where bespoke analysis and ad hoc requests are common. Their work is characterized by intellectual rigor, objectivity, and a collaborative spirit, making them respected thought partners for expense-related insights across actuarial, financial, and business domains. The team thrives on solving complex, cross-functional challenges and is committed to continuous improvement, knowledge sharing, and building organizational capacity for the future. The Impact: The team is actively looking for an Actuary who can work independently, quickly understand and assess a situation, and collaborate within and across teams to effect positive change. You will use interpersonal skills to engage teams in problem solving key issues and use your analytical skills to develop value-added insights. The results of these expense analyses will support recommendations and communications to various senior business leaders. Key Responsibilities include: • Provide subject matter expertise to internal stakeholders, including pricing teams, finance teams, etc., for specific lines of business/functions, • Work assigned line of businesses/functions to analyze expense strategies for that line of business and associated impacts on the enterprise, • Perform Pricing versus Actual/Forecasted expense analysis, • Support development of new expense models and processes, identify and implement continuous improvement opportunities, and regularly adapt current technology applications, procedures, techniques and tools to meet business needs, • Partner with Product to provide expense analysis, financial drivers, and a marketplace perspective on product ideation to support MassMutual’s competitive positioning, • Embrace a growth mindset and collaborating with other teams on improving understanding and education on the reasons behind the expenses and other enterprise trends, • Support substantive strategic problem-solving efforts – thought leadership (e.g., defining key questions and problem-solving hypothesis), stakeholder engagement (e.g., leading stakeholder interactions and providing constructive challenge), and team leadership (e.g., leading the research/analysis with cross functional teams), • Generate impact as a trusted advisor by maintaining the ability to see the big picture in inherently complex and dynamic situations and demonstrating a strong sense for value in both prioritizing and solving problems., • Role model behaviors (e.g., high energy, self-driven, strong interpersonal skills, intellectual curiosity, highest level of professionalism, inclusive behaviors, orientation towards client and team instead of self) The Minimum Qualifications • Bachelor’s Degree in Mathematics, Actuarial Science, Finance or Computer/Data Science or related field, • 5+ years of actuarial experience working in insurance, risk or financial services, • Associate of the Society of Actuaries The Ideal Qualifications • New or Near Fellow of the Society of Actuaries, • Member, American Academy of Actuaries a plus, • Experience with insurance products, insurance accounting and finance, and product profitability, • Experience processing, manipulating, validating, and analyzing large amounts of data by utilizing the latest technology (i.e. Excel, SQL, Alteryx, etc.) and leveraging generative AI tools to enhance workflows, analysis and efficiency, • Ability to quickly break down problems in a structured manner and prioritize analysis, • Ability to analyze complex data and draw out insights and implications, • Ability to create simple, powerful, and data-driven communications, • Strategic thinker who can work independently and distill findings into key conclusions and recommendations, • Self-motivated and driven self-starter, • Ability to work collaboratively and partner with others, and effectively communicate complex analysis and related insights to technical and nontechnical audiences, • Authorized to work in the US with or without sponsorship now or in the future What to Expect as Part of MassMutual and the Team • Regular meetings with the Product & Distribution Expense Strategy, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-ST1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

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.

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via p

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Job Description Position Overview The Assistant Property Manager supports the Property Manager in overseeing daily operations of high-rise residential buildings throughout New York City. This role is focused on field and operational support rather than purely administrative work. The Assistant Property Manager plays a hands-on role in building inspections, staff oversight, regulatory compliance, vendor coordination, and financial processing to ensure properties operate safely, efficiently, and in compliance with city requirements. Key Responsibilities • Conduct regular building and unit inspections to ensure safety, cleanliness, and operational standards are met., • Support oversight of on-site staff, including porters, supers, and other building personnel., • Assist with Department of Buildings compliance, inspections, and documentation., • Coordinate and manage vendor relationships, including scheduling, performance monitoring, and issue resolution., • Review vendor proposals and assist with bid comparisons and recommendations., • Process and track invoices, ensuring accuracy and proper approvals., • Support compliance with Housing Preservation and Development (HPD) requirements and documentation., • Respond to building issues, emergencies, and resident concerns as needed., • Assist with move-ins, move-outs, and turnover coordination., • Prior experience working with high-rise residential buildings., • Strong familiarity with all five boroughs of New York City., • Experience with Housing Preservation and Development (HPD) regulations and processes., • Knowledge of NYC Department of Buildings requirements and compliance., • Experience coordinating vendors and reviewing proposals., • Strong organizational and multitasking skills., • Excellent communication and interpersonal skills., • Ability to work in the field and in an office environment as needed., • Proficiency with basic office software and property management systems., • Valid driver’s license preferred but not required, depending on travel needs., • Experience managing within a 32BJ Union environment., • History of Partnering with Realty Advisor Board (RAB)., • 401(k), • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Vision insurance Application Question(s): • Do you have experience with Housing Preservation and Development (HPD) regulations?, • Do you have knowledge of NYC Department of Buildings requirements? Work Location: In person Company DescriptionWe are a property management company with approximately 95+ apartment communities throughout New Jersey.We are a property management company with approximately 95+ apartment communities throughout New Jersey.

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr