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Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for you! New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 at plan earnings Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Must have the ability to successfully network and prospect for new clients, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Must have effective relationship management skills, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance. For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Key Responsibilities: The Dental Sell-Side Advisor is converting dental leads into high-value signed contracts. By bridging the gap between sellers and buyers, such as Dental Support Organizations (DSOs) and private individuals, they manage the entire process from due diligence and financial gatheri

Job Description Accellor is an AI-native services firm purpose-built for the post-ChatGPT era. Free from legacy constraints, we focus on delivering measurable business outcomes through advanced AI, data, and engineering capabilities. Our mission is to operationalize AI at scale and unlock sustained enterprise value. Our offerings span AI solutions, data services, enterprise applications, and product engineering, tailored to industry-specific needs across healthcare, life sciences, telecom, retail, financial services, and technology. By leveraging design thinking and technology-agnostic architectures, we ensure faster time-to-value and seamless interoperability. With a proven track record of enabling Fortune 100 enterprises and global innovators, Accellor stands as a trusted partner for organizations seeking to harness the full potential of AI. Our vision is clear: to build intelligent, connected ecosystems that deliver measurable outcomes and redefine the future of enterprise transformation. We are seeking a seasoned Client Partner to serve as the executive owner of one or more strategic enterprise accounts. This is a high-impact, revenue-owning leadership role requiring deep industry knowledge, a strong executive network, and a proven track record of selling complex technology services into large enterprises. The Client Partner is responsible for end-to-end account performance — including revenue growth, margin expansion, delivery excellence, and long-term client satisfaction. You will operate as a trusted advisor to CxO and senior executive stakeholders, driving AI, data, and digital transformation initiatives while ensuring strong financial outcomes for Accellor. This role requires gravitas, commercial acumen, and the ability to navigate complex enterprise ecosystems to create sustained, profitable growth. Responsibilities Account Ownership & Financial Accountability • Own full P&L responsibility for assigned enterprise accounts with proven experience of nurturing and growing the account over multiple years., • Drive revenue growth, operating margin performance, and long-term account profitability., • Lead forecasting, pipeline development, and strategic account planning., • Monitor and improve project margins through disciplined governance and delivery oversight., • Identify, qualify, and close new, renewal, and expansion opportunities across AI, data, cloud, and digital engineering portfolios., • Develop and execute multi-year account growth strategies aligned to client business priorities., • Leverage deep industry networks to expand executive relationships and uncover transformation initiatives., • Lead complex deal cycles, including executive presentations, proposal strategy, and commercial negotiations., • Build and sustain strong CxO, EVP, SVP, and VP-level relationships., • Serve as a trusted advisor on digital strategy, AI adoption, and enterprise modernization., • Navigate matrixed client organizations to align stakeholders and drive consensus., • Proactively manage client satisfaction, risk mitigation, and escalation resolution., • Delivery Oversight & Client Satisfaction, • Ensure flawless execution across all service lines within the account., • Partner closely with practice and delivery leaders to maintain high-quality outcomes., • Lead quarterly business reviews (QBRs) and executive steering committees., • 10+ years of experience in a client-facing role or account leadership role in the IT professional services or management consulting firm, preferably managing clients in the high-tech vertical, • Experience leading diverse teams and collaborating in a multi-cultural environment, • Strong experience with the global service delivery model, preferably in a delivery/consulting background, and the ability to articulate and present technical solutions to clients, • A strong relationship-oriented mindset and demonstrated capabilities in building and sustaining CxO, EVP/SVP & VP-level relationships, • Ability to navigate a large organization, work in a multi-dimensional matrix, and have the power of persuasion through content and confidence, • In-depth understanding of business problem domain, technology, and services solution domains, • Strategic thinking and the confidence and ability to plan ahead and stay the course, • Strong executive presence and gravitas, leadership skills, and demonstrated capabilities of being a thought leader, • Excellent problem-solving, communication, and client management skills are essential, • Ability to manage a client P&L of at least $10m, including reporting and metric assessment for the account At Accellor, we believe in equitable compensation. The base salary for this position will be in the range of $175,000 with additional revenue linked performance incentives. The actual pay will depend on your skills, experience, and qualifications. The salary range is subject to change. In addition, we offer: Work-Life Balance: Accellor prioritizes work-life balance, which is why we offer, flexible work schedules, opportunities to work from home, and paid time off and holidays. Financial and Medical Benefits: Our package includes perks like flexible and discretionary time off, healthcare coverage for you and your loved ones, and a retirement plan to help you plan for the future. Additionally, we offer access to flexible spending and health savings accounts, life and AD&D insurances. Professional Development: Our dedicated Learning & Development team regularly organizes Communication skills training, Stress Management program, professional certifications, and technical and soft skill trainings. Exciting Projects: We focus on industries like High-Tech, communication, media, healthcare, retail and telecom. Our customer list is full of fantastic global brands and leaders who love what we build for them. Collaborative Environment: You can expand your skills by collaborating with a diverse team of highly talented people in an open, laidback environment — or even abroad in one of our global centres. Accellor is proud to be an equal-opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristics

Job DescriptionDescription: 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 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o 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, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • 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:, • Proficiency 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., • 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.

Job Description Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders is expanding its Treasury Technology presence across the US, and we are seeking a Kyriba Lead who combines deep functional expertise with the strategic mindset to grow our market footprint. This role goes beyond leading delivery: you will help shape our Kyriba pipeline, strengthen relationships across the treasury technology ecosystem, and represent Zanders within the vendor and industry community. You will guide clients through complex treasury transformations, mentor a growing team, and play a central role in developing our capabilities in the US and globally. This is an opportunity to influence practice direction, drive commercial success, and build long‑term partnerships with clients, vendors, and industry stakeholders. Key Responsibilities: * Lead major Kyriba transformation programs, ensuring excellence across design, implementation, and optimization. * Own and develop the Kyriba project pipeline, partnering with internal teams to identify, qualify, and convert new opportunities. * Build and maintain strong relationships with Kyriba, technology partners, banks, and broader industry stakeholders to support market visibility and collaboration. * Serve as a senior advisor to client executives, shaping treasury technology strategy and long‑term roadmaps. * Mentor and guide project teams, promoting best‑in‑class delivery standards and supporting capability development. * Drive commercial activities including proposals, presentations, and strategic account growth. * Oversee project governance, risk management, and executive‑level communication to ensure alignment and successful outcomes. Skills to be successful: * Bachelor’s or Master’s degree; relevant certifications (CTP, CFA, ACT) are a plus. * 8–12+ years of Kyriba implementation experience, including leadership of complex or global programs. * Deep expertise in treasury operations, cash management, bank connectivity, payment hubs, and related technologies. * Proven ability to lead teams, build and manage a project pipeline, and deliver large‑scale transformation initiatives. * Established relationships within the treasury technology ecosystem (e.g., Kyriba, banks, fintechs) or the ability to cultivate them effectively for business development or account expansion. * Strong consulting skill set with the ability to influence senior stakeholders and translate complex challenges into strategic solutions. * Excellent communication and presentation skills, comfortable engaging with executive audiences. We offer: * A flexible work environment, that promotes a healthy work-life balance, * Participation in the Zanders bonus scheme, * 30 holiday days, * An enhanced Safe Harbor plan, * Excellent health, dental and vision insurance. * A laptop and an iPhone, * An entrepreneurial culture that values personal development, with ample room for initiatives, * Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants, * A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, * An annual Zanders' trip to a (surprise) location in Europe and many more exciting experiences to come! *A fully-remote working arrangement for this role is possible, but candidates based in the New York/New Jersey area who are able to work on a hybrid arrangement have our preference. About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job DescriptionSenior Bookkeeper / Office Administrator $38/hour | Full-Time | Westbury, NY (On-Site) About the Role We are seeking a highly experienced and detail-oriented Senior Bookkeeper / Office Administrator to take full ownership of our day-to-day accounting operations. This is a hands-on, high-responsibility role focused on maintaining accurate financial records, managing cash flow visibility, and ensuring operational discipline across accounts receivable and payable. You will report directly to ownership and work closely with an external accounting advisor. Key Responsibilities Accounts Receivable (A/R) – Full Ownership • Generate and manage all client invoicing, • Track incoming payments and outstanding balances, • Proactively follow up on collections (email and phone), • Process vendor bills accurately and on time, • Manage payment schedules and approvals, • Perform monthly bank and credit card reconciliations, • Maintain clean and accurate general ledger, • Ensure all financial data is properly recorded and categorized, • Maintain strict accuracy within QuickBooks Online, • Ensure consistency between operational activity and financial records, • Help improve and enforce internal processes and controls What We're Looking For Required Experience • Strong, hands-on experience with QuickBooks Online (required), • Proven experience managing both Accounts Receivable and Accounts Payable independently, • Experience in construction, trades, or project-based businesses (required) Technical Skills • Proficiency in Microsoft Office 365 (Excel, Outlook, OneDrive, etc.), • Strong organizational and documentation skills Core Traits • Extremely detail-oriented and process-driven, • Proactive problem solver, • Comfortable taking ownership and working independently, • Strong communication skills, especially around financial matters Compensation & Schedule • $38/hour (full-time), • Monday–Friday, 9:00 AM – 5:00 PM (on-site), • Benefits include medical insurance, 401(k), paid holidays, and PTO Why This Role Stands Out • Full ownership of accounting operations, • Direct exposure to ownership and business decision-making, • Ability to bring structure and improve systems, • High-impact role within a growing company

Job DescriptionSaturna Capital is seeking an experienced Regional Manager to support the Sales team in the northeast. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts. Location: Remote position/ East Coast territory/ Travel required Expected Starting salary range: $75,000 – $95,000 annual base wage Full range (with tenure): $75,000 - $125,000 annual base wage Primary duties include: • Manage territory and generate sales to meet objectives, • Determine key relationships and develop a plan to increase client AUM, • Cross-sell Saturna services including retirement plans and trust services, • Attend multiple weekend conferences throughout the year, • Present technical product knowledge in an innovative way, • Leverage CRM insights through HubSpot, • Sales background required in mutual funds, separate accounts, or other financial industry products, • Thorough understanding of values-based and sustainable investing strategies and products, • FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment, • Must be available for extensive travel and weekend work, • Excellent written and verbal communication skills, • Excellent presentation skills and closing skills, • Bachelor’s degree in finance or other related field, • 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee, • Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities, • Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness, • 401k with generous match, • Profit sharing and annual performance bonuses, • 11 personal and 10 vacation paid days off after first year of service, • 10 paid holidays (per NYSE holiday schedule), • Paid Parental and Bereavement leaves, • Up to $2,000 per month in childcare/tuition assistance, • Adult continuing education and professional development assistance We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. Based in New York, the within this group serves as a key component of the firm's global industrials practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Associates with exceptional exposure to senior bankers and client executives throughout every engagement. The Opportunity The firm seeks an exceptional Associate 2 to join their Paper & Packaging investment banking team in New York City. This role offers immediate and significant client exposure, substantial analytical and execution responsibility, and a clear path to Vice President. The position provides the entrepreneurial learning environment and mentorship typical of elite advisory platforms, where Associates are given meaningful deal responsibilities and direct interaction with senior management teams. Key Responsibilities Transaction Execution & Analysis • Perform sophisticated financial analyses and create complex valuation models, • Lead financial modeling across various transaction structures and strategic scenarios, • Conduct comprehensive research on relevant companies, competitors, and sector dynamics, • Manage critical workstreams within deal processes from mandate through closing, • Coordinate across legal, accounting, and other advisory partners Client Interaction & Relationship Development • Prepare and create compelling client presentations and meeting materials, • Interface directly with client senior executives including CEOs, CFOs, and Board members, • Develop understanding of client strategic objectives and translate into actionable recommendations, • Build credibility as trusted advisor through technical excellence and strategic insight Team Leadership & Development • Provide guidance, training, and mentorship to Analyst-level team members, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Help prepare for key industry events and conferences hosted by the firm Required Qualifications • At least 1 year of investment banking experience at the Associate level, • Strong preference for candidates with M&A deal experience and transaction leadership, • Demonstrated experience in Industrials, particularly in Paper & Packaging, • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with C-suite presentation experience, • Proven ability to manage multiple transactions and projects simultaneously, • Demonstrated leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in fast-paced environment that values initiative, creativity, maturity, and poise, • Team player mentality with strong motivation to contribute to collaborative culture Preferred Qualifications • MBA or advanced degree from leading institution, • Experience across multiple industrials subsectors and transaction types, • Background in private equity, operating roles, or industrial strategy consulting, • Technical expertise in complex deal structures and creative financing solutions, • Multi-cycle market experience, • Track record of analyst mentorship and development Compensation & Benefits • Highly competitive base salary: $185,000 - $275,000 commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance, • Industry conference attendance and networking opportunities Firm Culture The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Associates and developing them into successful senior bankers. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential. To Apply If you're a top-tier professional passionate about becoming a world-class advisor in the Industrials space, we want to hear from you. This is a highly selective process and the firm is moving quickly to identify exceptional talent.

Job DescriptionWe are seeking an Academic Advising Navigator who will support the Center for Student Success with retention and student degree completion efforts. The Academic Advising Navigator will respond to inquiries from students, faculty, and other campus administrators; maintain standards of confidentiality and privacy in accordance with the College, FERPA, student records, and any other protected documentation. Other tasks include updating program materials, managing calendars, scheduling meetings and events, preparing, and maintaining meeting minutes. This position reports to the Assistant Dean of Advisement. This is a part-time, hourly position. Example of Duties: • Greet visitors, answer, and route phone calls to serve the needs of students, academic advising staff, and faculty; maintain and organize college resource fliers; assist with maintaining office supplies and equipment including inventory, distribution, and requisitions., • Assist with student registration; provide information to students regarding scheduling and advising; and assists students to find appropriate resources at the college., • Train students on how to navigate the student portal and other PCCC IT resources., • Provide outreach to students using email, phone, video, or in-person meetings., • Use relevant college resources and refer students to services based on individual student needs., • Work with the academic advising staff to promote guidelines and information on academic programs; refer students to an academic advisor when they deviate from an established academic plan., • Support recruiting, enrollment, and retention events; facilitate Academic Advising workshops., • Bachelor’s Degree in related area preferred., • Ability to work effectively in a multi-ethnic, multi-cultural environment., • Excellent customer service and support-oriented approaches to interaction., • Ability to work effectively and collaboratively in a fast-paced, highly dynamic, team environment., • Ability to travel to additional PCCC locations. Compensation: Compensation is determined by a variety of criteria, including but not limited to, previous relevant experience, education level, and certifications. The minimum hourly pay for this position is $22. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.)

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 DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation - Banking & Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: • Lead end-to-end technology implementations, from requirements gathering and planning through delivery, deployment, and post-production support, within a mid- to large-sized Investment Bank or Financial Services environment., • Own delivery across the full software development lifecycle (SDLC), including coordination of complex system-to-system integrations., • Create, execute, and manage test cases, and oversee all phases of testing including Unit Testing, System Integration Testing (SIT), Regression Testing, and User Acceptance Testing (UAT)., • Partner with business and technology teams to plan and execute UAT, including defect triage, remediation tracking, and formal sign-off., • Manage and coordinate cross-functional development teams, including Full Stack, Frontend, and Backend engineers, ensuring alignment to scope, timeline, and quality standards., • Apply appropriate delivery methodologies (Agile, Waterfall, Six Sigma, or hybrid models) based on project and organizational needs., • Conduct process analysis, develop detailed documentation, and drive continuous process improvements., • Produce and maintain project artifacts including requirements documentation, process flows, test plans, RAID logs, status reports, and governance materials., • Utilize technology and project management tools such as JIRA, Zephyr, GitLab, and Confluence to manage delivery, testing, documentation, and issue tracking., • Lead stakeholder management, including executive-level communication, participation in governance forums, and clear, concise status reporting., • Manage pre-production and production issues, including root cause analysis, escalation, coordination of resolution, and stakeholder communication in high-pressure environments., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Proven experience delivering end-to-end technology initiatives within an Investment Bank or Financial Services organization., • Hands-on experience with test management, including test case creation, execution, defect tracking, and UAT coordination., • Demonstrated ability to manage technical development teams across multiple disciplines (Full Stack, Frontend, Backend)., • Strong understanding of technology delivery methodologies and the ability to adapt them to real-world delivery constraints., • Experience with process analysis, documentation, and improvement, with a structured and detail-oriented approach., • Solid background in system integration projects, coordinating dependencies across platforms and teams., • Proficiency with JIRA, Zephyr, GitLab, and Confluence or comparable delivery and collaboration tools., • Strong stakeholder and communication skills, including experience working with senior and executive-level audiences., • Proven capability in issue management, including escalation, prioritization, and resolution across both pre-production and production environments., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description Purpose of Position: The Senior Enterprise Project Manager collaborates with executive management and key stakeholders to define, scope, approve, budget, and plan projects, ensuring they are scheduled appropriately. Throughout project execution, the Senior Enterprise Project Manager oversees all stages of delivery, monitors and reports progress, manages issues and risks, and ensures the completion of all necessary documentation in line with the Amalgamated Bank PMO and Bank Governance standards. This role also enhances the value and reputation of the Project Management Office by acting as a trusted advisor to executive-level stakeholders and mentoring project team members and junior Project Managers. Essential Job Functions: • Plan, execute, monitor, and control multiple complex enterprise-wide initiatives, such as, core system conversions, mergers and acquisitions, and digital transformation projects., • Partner with executive management and senior stakeholders to define project scope, objectives, success criteria, timelines, and resource needs., • Identify, form, and lead cross‑functional project teams, ensuring appropriate resource allocation and resolving resource constraints, • Analyze and synthesize information from multiple sources, reconcile conflicts, and communicate clear, actionable direction to project teams., • Work closely with project stakeholders and PMO Business Analyst to document business needs and ensure it is translated into formal business requirements or user stories., • Partner with Information Technology, business teams, and 3rd party vendors to document technical requirements, processes, and workflows., • Oversee all aspects of project delivery during execution phases, including progress tracking, issue management, risk mitigation, and dependency management., • Monitor and report on project financials, including budget tracking, forecasting, and variance analysis., • Develop project schedule, and timelines; monitor and track progress and ensure adherence to project plan., • Monitor and communicate project status, risks, issues, and outcomes to executive and cross‑functional stakeholders, • Escalate risks and issues to project business lead, executive sponsors, and key stakeholders in accordance with established governance and escalation protocols., • Lead project closing activities, ensuring all required documentation, approvals, and deliverables are completed and maintained according to PMO governance standards including lessons learned sessions, and apply insights to drive continuous improvement across the organization., • Metrics/benefits realization tracking post-close (ensuring expected value is measured after implementation)., • Partner with Project Business Lead to engage and oversee external vendors and consultants, as required, to ensure timely and high‑quality delivery of project‑related work., • Mentor, coach, and support project team members and junior Project Managers to strengthen project delivery capabilities and PMO maturity., • Support compliance with project SOX governance and Audit requirements, Project Life Cycle standards, and IT Change Control processes, including required documentation and approvals., • Identify and recommend process improvements that enhance project delivery effectiveness and organizational outcomes., • Perform other duties as assigned, consistent with the scope and level of the role.Knowledge, Skills, and Experience Requirements, • A minimum of 10 years of project management experience, preferably within the banking or financial services industry. Knowledge of commercial banking, consumer banking, lending, trust, and technology is preferred., • Demonstrated experience delivering core system conversions, mergers and acquisitions, and digital transformation projects., • A bachelor’s degree or equivalent work experience is required., • Expertise with project delivery methodologies (Waterfall, Agile/Scrum, hybrid) and ability to tailor approach., • Strong risk, issue, dependency, and change control management., • Experience with executive/steering committee governance (facilitation, decision logs, approvals)., • Vendor management experience (RFP/SOW familiarity, SLAs, contract coordination—if applicable), • Exceptional organizational skills, attention to detail, and the ability to meet deadlines and handle multiple tasks simultaneously., • Excellent verbal and written communication skills, with the ability to interact with and communicate effectively across all levels of executive management, project teams, and vendors., • High proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint, Visio)., • Project Management Professional (PMP) certification is preferred. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Must be in the office, no remote available. Looking for an immediate hire. Apply today and take the first step toward a career without limits. High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job 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, • 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 As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job DescriptionDescription: Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Requirements: Knowledge, Skills & Abilities: · Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement. · Highly Responsible and accountable, self-motivated · Excellent organizational and time management skills · Ability to independently prioritize work · Ability to handle multiple tasks within tight time frames · Proficiency with Microsoft Office and computer software and systems to perform duties · Maintain, improve and optimize office processes · Strong verbal, written and interpersonal communication skills · Interest in financial markets and investment securities

Job DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • 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.

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Job Title: Client Manager Reports To: Client Director, Managing Vice President, or equivalent senior leadership Position Summary The Client Manager (CM) is a high-visibility operational leader responsible for driving service excellence, staff performance, and client satisfaction across multiple locations within an assigned territory. ⭐ Dedicated to a specific client, the CM oversees multi-level teams, ensures adherence to Service Level Agreements (SLAs), and partners closely with Operations, Finance, HR, and executive stakeholders to deliver seamless, high-quality workplace services. From operational oversight to financial stewardship, the CM is accountable for meeting SLAs, optimizing performance, managing P&L elements, strengthening client relationships, and cultivating a high-engagement employee culture. 🚀 Core ResponsibilitiesService Delivery & Operations Leadership ⚙️ * Ensure excellence in service delivery across all assigned sites. * Own the intake, delegation, execution, and completion of all client requests. * Guarantee all client and organizational deadlines are achieved without exception. * Manage staffing, resources, and technology effectively across all sites. * Ensure SLA coverage, floaters, and staffing partnership with HR. * Maintain a safe, compliant, high-performing work environment. * Document and escalate incidents promptly. * Conduct regular site visits to enforce operational compliance. Financial & Performance Management 💼 * Support leadership in maintaining P&Ls at or above proforma targets. * Oversee payroll, billing, and A/R execution with precision. * Lead monthly budget forecasting and financial review. * Identify opportunities for year-over-year growth. * Optimize profitability, hours, and gross margin. Client Relationship & Engagement 🤝 * Maintain high levels of client satisfaction (CSI). * Lead monthly and quarterly client business reviews. * Serve as a trusted advisor to client leadership. * Drive employee engagement to sustain or improve ESI scores. * Champion the SPS Governance Model for proactive client satisfaction. Talent Leadership & Workforce Development 👥 * Lead and develop multi-level teams across locations. * Set expectations, clarify workflow, and resolve operational issues. * Conduct performance evaluations and maintain employee documentation. * Reduce turnover through coaching and recognition strategies. * Cross-train teams to build capability and bench strength. Operational Excellence & Compliance 🔐 * Enforce policies, KPIs, and SLAs with discipline. * Manage vendor partnerships to ensure contract compliance. * Standardize reporting, metrics, and procedures. * Resolve site and client issues swiftly and professionally. * Lead special projects and operational improvements. * Serve as resource for OSHA, EEOC, and compliance matters. Workplace Experience Leadership 🎉🏢 * Design and deliver innovative workplace experience strategies. * Curate impactful experiences that promote well-being and engagement. * Collaborate with catering/food services and service-line partners on events. * Measure event ROI and produce monthly workplace experience reports. * Oversee Workplace Experience Coordinators including hiring, training, and performance. Communication & Business Partnership * Maintain consistent communication with SPS and client leadership. * Support business development initiatives as needed. * Coordinate travel for team members according to policy. Competencies 💡 * Strong analytical and metric-driven decision-making * Client-obsessed mindset * High integrity and ethical judgment * Exceptional communication and presentation skills * Professional presence and service excellence * Strong organizational discipline * Emotional intelligence and conflict de-escalation * Strategic and creative problem-solving * Ability to manage multiple priorities * Talent leadership and coaching ability * Experience-driven mindset with focus on innovation * Data interpretation and performance insight skills Qualifications 🎓 * High School Diploma required; Bachelor's Degree preferred * 7–10+ years in relationship management and operational leadership * Multi-site management experience strongly preferred * Program/Project Management experience a plus * Proven ability to coach and develop frontline managers * Comfort interacting with C-suite leaders * High proficiency in business technology * Industry-related experience preferred * Strong ethics, professionalism, and client-driven mindset Physical Requirements 💪 * Lift/move 40+ lbs regularly * Push carts up to 60 lbs capacity * Walk, bend, kneel, stand, or sit for extended periods * Operate office machinery * Speak while inputting data * Visual focus and color differentiation required Travel Requirements ✈️ Up to 25% travel required. Other Duties Responsibilities may evolve and additional duties may be assigned as business needs change. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$100,000—$115,000 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

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

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job DescriptionSalary: 70,000 - 100,000 A career with Northwestern Mutual Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Network Office team provides the critical systems & resources needed for our Financial Advisors to achieve their entrepreneurial dream. The HR & Talent Consultant partners directly with the Chief Human Resource Officer on the Staff & Associate Financial Representative Hiring & HR operations of our firm. The HR & Talent Consultant is focused on sourcing, qualifying, and selecting talented team members to join our Agency & Advisor teams. Additionally, this role serves as the primary point of contact for all Staff Onboarding, ensuring a preeminent experience for all parties involved. Responsibilities Staff and Associate Financial Representative Hiring • Manage all online recruitment platforms and job postings., • Assist hiring managers with job creation & workflow., • Build a candidate pipeline by sourcing candidates from referrals, community engagements, online platforms, etc., • Conduct initial phone screens and in-depth interviews with candidates to determine the best fit for the role., • Ensure a high-quality candidate experience with transparency, prompt follow-up, and clear and consistent communication throughout the hiring process., • Develop strong relationships with financial advisors and the network office leadership team to deliver consistent high standards of recruiting results for the organization., • Consult with financial advisors on hiring for their teams. Help them determine their needs, what they are looking for, and make hiring recommendations., • Maintain interview templates & sourcing resources., • Facilitate completion of selection tools, including the Culture Index., • Continuously improve the selection process and hiring decisions that reflect the business needs., • Stay updated on industry trends, compensation benchmarks, and market conditions to provide informed recommendations for competitive attraction strategies., • Foster a culture within the firm to increase referrals to roles on teams. Staff and Associate Onboarding Support • Oversee the offer process, CL&R, onboarding, technology set up, etc. of all new hires., • Manage the Onboarding Tasks & templates through our HR portal, BambooHR., • Regularly update all HR documentation & onboarding documents to comply with evolving employment requirements., • Oversee hiring assessments, ensuring a high degree of satisfaction for hiring managers & candidates. Other Duties • Coordinate Offboarding tasks & responsibilities for Staff & Associate Financial Representatives., • Assist with First Time Hire setup for new employing Financial Advisors, Ensembles, Teams., • Maintain internal HR Documents, including our Employee Handbook, Benefits Enrollment Booklet, and annual disclosures., • Assist with benefit enrollment & management where applicable., • Assist with creation & management of firm performance management processes & systems., • Assist with annual initiatives, including the Crains NYC Best Place to Work application and FX Assessment., • When able, assist that Talent Acquisition Team with the sourcing & selecting of Financial Representative candidates. Qualifications • Bachelors degree in human resources, business, or related field., • 2 5 years of experience in talent acquisition and full life cycle recruiting., • Strong organizational & time management skills with ability to set priorities & meet deadlines., • Ability to maintain a high degree of confidentiality., • Ability to adapt to change and identify process improvements., • Proven leadership experience in talent acquisition and recruitment., • Strong knowledge of industry trends, best practices, and recruitment technologies., • Exceptional communication and interpersonal skills., • Strategic thinker with the ability to align recruitment efforts with organizational objectives., • Thorough understanding of recruiting methods and best practices, as well as applicable policies and federal, state, and local employment laws and regulations.

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Customer Success Managers (CSMs) at Klaviyo are a critical part of our success and the success of our customers. We take the success of our customers incredibly seriously. Our mission is to deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills, and in the process, consistently exceed customer expectations. We are looking for CSMs who are passionate about providing the best experience to customers who are scaling their businesses with Klaviyo. This is a great opportunity for someone with a passion for customer success, has strong technical skills, and a previous background in email marketing or general strategic marketing solutions. We are very interested in individuals who have a track record of finding creative solutions to unique problems, who thrive in challenging situations and want to apply these skills to solve for our customers using our software. How You'll Make a Difference • Be passionate about your customers' success and establish yourself as the trusted advisor for ~40 customers, • Develop tailored success plans to drive adoption of the Klaviyo platform and ensure your customers achieve their goals, • Identify and recommend additional Klaviyo products to help increase revenue for your customers, • Proactively review customer performance, address any open issues, and ensure consistent messaging and appropriate escalation., • Work cross functionally across Onboarding, Customer Growth, and internally facing teams to solve for customer goals and create a great customer experience, • Work to set priorities and establish a plan for to resolve open issues in a timely manner, • Provide customers with a combination of both strategic guidance and tactical support, • Communicate thoughtfully to provide answers to questions for both technical and non-technical end users while also supporting a wide range of technologies to reach their goals., • Contribute feedback to Product on product improvements to enhance customer engagement., • Contribute to a positive team environment of collaboration, customer empathy, equality and inclusion., • Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up. Who You Are • 2+ years of customer success experience with a track record for building and nurturing relationships with multiple stakeholders on an account at a time., • Experience explaining how to reach key goals using software with end users, • A track record for creative problem solving for customers and end users., • Experience in marketing or advising customers on marketing strategy., • Comfortable discussing account renewals, upgrades, and cancellations, • Thrives in a collaborative environment, • Excellent organizational and project management skills., • Excellent communication skills via phone, video conference and email., • Curious and eager to learn, • Able to adapt in a quickly changing environment, • Experience with: Microsoft Office Suite, G-Suite, Google Sheets, PowerPoint, • Track record managing customer relationships through Salesforce or similar CRMs, • Experience using email marketing platforms and E-Commerce platforms a plus, • You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient. We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$72,000—$108,000 USD Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job 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 Team: Delivering more than 3M meals per month and growing 3x YoY, CookUnity is also helping improve the livelihood of working chefs, tripling their income and enabling the growth of their own teams and personal brands. We believe that healthy food fuels stronger communities—and that food safety is foundational to that mission. The role: CookUnity is seeking an experienced and highly strategic Director, Food Safety & Quality Assurance to lead and scale food safety excellence across our NYC operations. This role is critical to enabling CookUnity's rapid growth and marketplace expansion by building best-in-class, data-driven food safety systems that protect our customers, strengthen brand trust, and support operational innovation at scale. CookUnity operates at the intersection of culinary innovation, direct-to-consumer distribution, and multi-site ready-to-eat production, requiring a leader who can balance speed of growth with disciplined control of core risks such as sanitation, cold chain integrity, supplier governance, and regulatory alignment across jurisdictions. This role offers the rare opportunity to build foundational programs, influence product and operational design, and embed food safety as a strategic enabler of growth as CookUnity expands its geographic footprint, SKU complexity, and marketplace ecosystem. The Director will partner cross-functionally to translate emerging risks into pragmatic controls that protect consumers, strengthen brand trust, and support the company's trajectory toward category leadership and potential public market readiness. As the site Food Safety leader, this role owns the end-to-end food safety strategy and execution for one of CookUnity's most complex markets. Reporting into the VP, Food Safety & Quality Assurance, this leader will act as a key thought partner across Operations, Culinary, Supply Chain, and Regulatory teams—ensuring food safety is deeply embedded into how we design, build, and scale our production systems. The ideal candidate operates at both a strategic and systems level, while remaining close enough to execution to drive impact on the ground. They bring strong leadership presence, the ability to influence at all levels, and a track record of building scalable programs in high-growth environments. Responsibilities: • Own and drive the end-to-end food safety strategy for NYC operations, aligning with company-wide growth, marketplace expansion, and operational excellence goals, • Serve as the executive food safety leader on-site, accountable for regulatory compliance, audit performance, and overall food safety outcomes, • Lead all regulatory interactions, including FDA/USDA/local agencies, third-party audits, and certifications; ensure best-in-class inspection readiness and execution, • Design, implement, and continuously evolve scalable food safety systems across high-volume, ready-to-eat production environments, • Establish and monitor key food safety KPIs and risk indicators, leveraging data to proactively identify trends, mitigate risks, and drive continuous improvement, • Oversee and optimize preventive controls and critical programs, including HACCP, environmental monitoring, sanitation, allergen management, cold chain, and process controls, • Partner cross-functionally with Operations, Culinary, and Supply Chain leaders to embed food safety into production design, capacity planning, and new product launches, • Lead complex food safety investigations, root cause analysis, and CAPA programs; ensure systemic fixes and organizational learning, • Build, develop, and scale a high-performing food safety organization, including hiring, coaching, and developing future leaders, • Drive a culture of food safety ownership and accountability across all levels of the operation, from frontline teams to senior leadership, • Translate evolving regulatory requirements into clear, scalable, and practical operational standards, • Act as a strategic advisor to senior leadership, influencing decisions that balance speed, quality, and complianceQualifications:, • Bachelor's degree in Food Science, Engineering, Microbiology, Food Safety, or a related discipline; advanced degree or equivalent experience preferred, • HACCP, PCQI, and/or Certified Food Safety Manager credentials required, • 10+ years of progressive experience in food safety, quality, or regulatory leadership within ready-to-eat, fresh, or high-compliance food production environments, • Proven track record of owning and scaling food safety programs at a site or multi-site level in complex, high-growth operations, • Deep expertise in FDA, USDA, and local regulatory frameworks, preventive controls, and risk-based food safety systems, • Demonstrated ability to lead through influence at a senior level, driving alignment across cross-functional stakeholders, • Strong experience building and developing high-performing teams and leaders, • Highly analytical, with experience leveraging KPIs, risk metrics and AI tools to inform decision-making, • Exceptional communication and executive presence, with the ability to translate technical concepts into business impact We hope this provides valuable insight into our culture and product vision. If this excites you, we'd love to connect! Benefits 🩺 Health Insurance coverage 🌅 401k Plan 📈 We grow, you grow: Stock Options Plan granted on Day 1 🌟 Eligible for a bi-annual performance bonus ⛱ Unlimited PTO 🗓️ 5-year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Paid Family Leave 🕯 Compassionate Leave: 3–5 days each time the need arises 🥘 Monthly CookUnity credits to enjoy our meals 🧘🏽️‍♀️ Wellness perks: nutritional coach access and fitness subsidies 👩🏾️‍🏫 Personalized Spanish coach 🌟 Opportunity to join a company that's redefining how we eat and how chefs work Compensation • All final pay rates will be determined by the candidate's experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. 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. Compensation All final pay rates will be determined by candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$150,000—$175,000 USD 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.

Job DescriptionCompany Description Miratech helps visionaries change the world. We are a global IT services and consulting company that brings together enterprise and start-up innovation. Today, we support digital transformation for some of the world's largest enterprises. By partnering with both large and small players, we stay at the leading edge of technology, remain nimble even as a global leader, and create technology that helps our clients further enhance their business. We are a valuesdriven organization and our culture of Relentless Performance has enabled over 99% of Miratech's engagements to succeed by meeting or exceeding our scope, schedule, and/or budget objectives since our inception in 1989. Miratech has coverage across 5 continents and operates in 25 countries around the world. Miratech retains nearly 1000 full-time professionals, and our annual growth rate exceeds 25%. Job Description We are seeking a senior-level Project Director to lead large-scale, mission-critical transformation initiatives for enterprise and carrier customers. The client delivers complex ICT, telecom, data center, cloud, and network transformation programs globally. The Project Director is a high-impact executive role responsible for full lifecycle ownership of complex, multi-stream customer transformation programs. Acting as the primary senior interface between the system integrator and the client’s executive leadership, the Project Director ensures strategic alignment, operational excellence, financial control, and successful delivery outcomes. This role requires strong commercial awareness, governance leadership, stakeholder diplomacy, and the ability to drive large cross-functional teams in a global, hybrid environment. Responsibilities: • Lead end-to-end telecom/network transformation and consolidation programs, • Own overall program strategy, roadmap, and governance, • Align business objectives with technical architecture, compliance, and operational readiness, • Lead executive steering and reporting structures, • Act as the primary escalation point and trusted advisor to C-level stakeholders, • Drive executive communication, transparency, and expectation management, • Manage complex technical, commercial, and regulatory stakeholders, • Oversee delivery across data centers, cloud, security, compliance, and infrastructure streams, • Ensure delivery within scope, timeline, budget, and contractual commitments, • Support commercial negotiations and change management processes, • Identify and mitigate strategic and operational risks, • Ensure compliance with contractual, regulatory, and security requirements, • Hold full P&L accountability for assigned programs, • Control financial performance, forecasting accuracy, and margin protection, • Lead global cross-functional teams and distributed delivery units, • Coordinate internal technical leaders, partners, and subcontractors, • Foster accountability, ownership, and high-performance collaborationQualifications, • 10-15+ years of experience in telecom, carrier, or ICT industries, • 3-5+ years of recent hands-on leadership of complex transformation programs on the vendor/system integrator/consultancy side, • Demonstrated success managing large-scale network consolidation, cloud, DC, and security transformation programs, • Proven experience in executive-level client engagement and governance leadership, • Strong background in strategic planning, risk management, and financial oversight, • Experience managing global, hybrid teams across multiple time zones, • Exceptional communication, negotiation, and stakeholder management skills, • PMP or equivalent certification is a plus, • Executive presence with the ability to influence at C-level, • Strong commercial and strategic mindset, • Decisive, resilient, and solution-oriented, • High emotional intelligence and conflict management capability, • Comfortable operating in high-pressure, politically complex environments Additional Information • Culture of Relentless Performance: join an unstoppable technology development team with a 99% project success rate and more than 30% year-over-year revenue growth., • Competitive Pay and Benefits: enjoy a comprehensive compensation and benefits package, including health insurance, language courses, and a relocation program., • Work From Anywhere Culture: make the most of the flexibility that comes with remote work., • Growth Mindset: reap the benefits of a range of professional development opportunities, including certification programs, mentorship and talent investment programs, internal mobility and internship opportunities., • Global Impact: collaborate on impactful projects for top global clients and shape the future of industries., • Welcoming Multicultural Environment: be a part of a dynamic, global team and thrive in an inclusive and supportive work environment with open communication and regular team-building company social events., • Social Sustainability Values: join our sustainable business practices focused on five pillars, including IT education, community empowerment, fair operating practices, environmental sustainability, and gender equality., • Miratech is an equal opportunity employer and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law.

Job Description At ITRS, we make society's critical technology work. Our mission is to deliver automated and holistic IT observability solutions that safeguard critical applications and enable innovation. We are the only monitoring and observability platform designed for the most demanding and regulated industries — trusted by 90% of Tier 1 capital markets firms. We believe when our team thrives, so do our customers. With us, you'll find: • A culture that backs you – We're proud to be a Great Place to Work for multiple years in a row due to our inclusive, supportive environment., • Work that matters – Make a real difference with 1,000s of global customers in industries that keep the world running, including 9 out of 10 top investment banks., • Room to grow – Whether you're starting your career or bringing years of experience, we're committed to your development. Just ask our team members who've been excelling here for 10+ years. With headquarters in London and teams across the US, Europe, and Asia, ITRS combines the agility of a high-impact tech business with the stability of a private equity–backed global partner. Scope of role If you’ve worked hands-on with monitoring or observability tools and feel ready for a new direction in your career, this could be a great fit. We are looking for someone who not only understands the technology but also brings a strong personality, builds relationships with ease, and always keeps client value at the centre of what they do. You might already be in Customer Success, Technical Account Management, or a similar role. What matters most is proven experience with enterprise-scale environments and a real passion for making monitoring and observability tools deliver impact. At ITRS, Customer Success is about being a trusted partner. Our customers expect more than theory; they want people who have been hands-on, know the challenges first-hand, and can help them turn technology into outcomes. As a Senior Customer Success Manager, you will: • Build relationships with customers as their advocate and trusted advisor, • Translate customer goals into adoption and value strategies using ITRS products, • Monitor and analyse customer health, usage, and adoption to design proactive interventions, • Identify risks to retention and act early to prevent them, • Lead workshops and business reviews to uncover needs, track progress, and align on outcomes, • Capture and share customer feedback to influence product direction, • Partner with internal teams (Support, Professional Services, Product, Account Management) to deliver customer outcomes, • Document engagements and maintain visibility of activity, outcomes and risks, • 8+ years in a customer facing technical client relations role, • Proven experience in Customer Success or Technical Account Management role is essential, • Proven hands-on exposure to Monitoring and Observability platforms (experience of ITRS solutions is ideal), • A strong understanding of enterprise-scale environments (financial services experience in particular), • Shows strong technical curiosity and strategic judgement around Public Cloud and AI, able to shape direction, not just react to it, • Ability to connect technical solutions to business outcomes and value, • Comfortable leading training, workshops, and enablement sessions, • Analytical mindset with experience interpreting usage and health metrics, • Excellent communication skills, able to engage at all levels from engineers to executives, • Health Insurance, Vision Plan, and Dental Cover for you and your dependants, • HSA & FSA, • Employee Assistance Programme, • Health Advocate, Talk Space, One Medical, Teladoc, • 401(k), • Commuter benefits, • Remote Hybrid Working, • Enhanced Parental Leave, • Life and AD&D Insurance, • 20 Days Holiday + Public Holidays + 3 days paid volunteering leave, • Referral Bonus, • Buy and Sell Holiday, • Training Reimbursement ITRS is an Equal Opportunity employer and Inclusion is part of our everyday life. We celebrate diversity and pride ourselves on providing an environment where all employees can be their authentic selves and have a voice, allowing everyone to contribute equally. We remain committed to advocating inclusion, diversity, and equality into our ITRS family as we grow and enrich our business. We welcome applications from everyone in the community as we recognise that a diverse workforce is a stronger workforce.

Job DescriptionSalary: Who are we? Finance teams need clear visibility into their cash flow, but most still rely on Excel to manually track data across multiple bank accounts. This makes it hard to see real-time cash positions, spot trends, and drive smarter financial decisions. Nilus changes that. We're building an AI-powered cash management platform that gives finance teams real-time cash visibility, forecasting, and reconciliationall powered by AI, eliminating manual work and unlocking insights that help businesses grow. Backed by top VCs including Bessemer, Felicis, BTV, and Symbol - Nilus is a fast-growing fintech startup led by a team of ex-fintech pros passionate about transforming the finance function. What Were Looking For: Nilus is looking for a Customer Success Manager (CSM) to join our growing team and lead the post-sales experience for our B2B customers. Youll be responsible for driving customer adoption, retention, renewals, and expansionensuring customers continuously realize value from Nilus This role requires someone who is passionate about helping customers succeed and can act as a strategic partner, guiding executive teams through onboarding, demonstrating the value of our platform, and ensuring long-term satisfaction and growth. Youll become a key voice of the customer internally and help influence product, marketing, and support strategies. This is a hands-on role focused on driving measurable results for our customers and for Nilus. Were looking for Customer Success professionals who understand what our customers are dealing with - complex, manual cash management workflows - and want to help others modernize them through technology. Experience working with treasury / finance teams is a big plus. What youll be doing • Partner with internal teams to support customers through onboarding and implementation, ensuring a smooth and engaging experience., • Drive product adoption and engagement by helping customers align their goals with platform capabilities., • Serve as the primary point of contact for your portfolio of accounts throughout the customer lifecycle., • Monitor customer health metrics to proactively identify risks and opportunities., • Deliver and communicate ROI to customers and ensure they realize the full value of our product., • Act as a trusted advisor, guiding customers on best practices and use-case optimization., • Support renewals and identify expansion opportunities in collaboration with the sales team., • Collaborate cross-functionally with product, marketing, and operations teams to champion the voice of the customer internally., • Provide feedback and insights to improve customer experience and inform product development., • Create and deliver training, documentation, and support resources to enable customer success. Your qualifications 2+ years of experience as a Customer Success Manager / Account Manager (ideally in B2B SaaS) Strong communication skills with the ability to lead and support executive and end-user stakeholders Experience working with finance, treasury, corporate finance, or accounting teams big plus Basic technical understanding and ability to work with modern tools (including AI-powered platforms) to troubleshoot, analyze data, and support customer workflows Excellent problem-solving abilities and a proactive approach to customer needs Excited to enable customers with product training and support Ability to juggle multiple priorities and work in a fast-paced, dynamic environment Proven track record in managing customer relationships and driving adoption and retention - bonus

Job Description Welcome to the future of cloud networking and security! Cato Networks is the first company to converge enterprise networking and security into one centralized and global service that is delivered by cloud. It is led by networking and security pioneer Shlomo Kramer (Check Point, Imperva) and early investor (Palo Alto Networks, Exabeam, Trusteer and more). Cato's unique technology inspired a brand-new product category, later named "SASE" by Gartner and a market expected to reach $28.5 billion by 2028. This is your opportunity to get on the rocket ship and join a company that is building a cutting-edge enterprise network and secure cloud platform, and is on a fast track to becoming the worldwide market leader – don't miss it! We are looking for an experienced Professional Services Manager to lead our Customer Success Engineering (CSE) practice within the Customer Experience organization. In this role, you will serve as a trusted advisor, managing a global team of CSE professionals and guiding our most strategic customers throughout their SASE journey. You will play a critical role in driving customer engagement success, ensuring adoption of the Cato SASE platform, and delivering long-term customer value. This is a hybrid leadership role requiring both business and technical expertise. You will work cross-functionally to ensure the success of customer engagements, maintain the operational and financial health of the practice, and continuously evolve our service delivery model. The ideal candidate combines strong leadership experience with deep knowledge of network infrastructure and cybersecurity architecture, along with a passion for new technologies and customer success. Responsibilities • Manage a global team within the Cato Professional Services CSE practice, including hiring, performance management, and day-to-day operations, • Lead onboarding, training, and ongoing professional development of team members, • Plan and manage team capacity, including staffing of customer engagements and long-term resource planning, • Support pre-sales activities by partnering with account teams, participating in customer meetings, and communicating the value of CSE services, • Collaborate with Customer Success on active engagements, serving as an escalation point and ensuring high-quality service delivery, • Oversee customer engagements to ensure customer satisfaction, service value realization, and consistent delivery standards, • Define, standardize, and continuously improve methodologies, tools, and engagement models for the practice, • Build strong cross-functional relationships with internal stakeholders including Customer Success, Sales, Sales Engineering, Product Support, Product Management, R&D, and Engineering, • Maintain a consultative and prescriptive approach to customer engagement, building trust and long-term partnerships, • Stay current with Cato technologies and the evolving SASE and enterprise networking landscapeRequirements, • Proven experience managing highly skilled technical teams in a fast-paced, high-growth environment, • Demonstrated ability to build and scale a professional services organization with ownership of performance and financial outcomes, • 4+ years of experience managing technical, cross-functional professional services or customer success teams, preferably in a global environment, • 6+ years of experience in consulting or professional services roles with customer-facing delivery responsibilities, • Experience defining and negotiating professional services scope of work, • Experience working within a subscription-based services business model, • Strong expertise in network infrastructure and/or cybersecurity, including architecture design and implementation, • Relevant industry certifications – an advantage (e.g., CCNA, CCNP, AWS, Azure, Fortinet, Palo Alto, CEH, CISSP, PMP) As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status. #LI-MR1

Job DescriptionCapital Raising Advisor – Venture Studio (Initio Capital) Website: initiocapital.com Location: Remote Compensation: Equity opportunities, consulting income, referral bonuses Type: Part-Time / Advisory / Flexible About Initio Capital Initio Capital is a venture studio on a mission to democratize venture capital and expand access to opportunity for founders worldwide. We partner with early-stage startups and equip them with the advisors, systems, and networks needed to scale. Our platform gives experienced operators and professionals access to: * High-potential venture-backed startups * Best-in-class advisory tools and founder systems * A network of investors, founders, and fellow experts * Income streams through consulting, fractional work, and referrals We are actively onboarding seasoned capital-raising operators, consultants, agency leaders, and finance professionals who want to help founders secure pre-seed and seed funding. Role Overview As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. You will support companies across industries by providing expert guidance on capital strategy, investor communications, deck refinement, and introductions to qualified investors. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities. ResponsibilitiesFundraising Strategy & Planning * Help founders develop clear, realistic pre-seed/seed funding strategies * Advise on valuation, deal structuring, financial planning, and dilutive vs. non-dilutive options * Guide founders through SAFE, notes, early equity rounds, and investor expectations Investor Readiness & Materials * Review and refine pitch decks, financial models, and data rooms * Improve messaging, narrative clarity, and investor positioning * Coach founders on pitching, storytelling, and investor communication Investor Connections & Introductions * Provide warm introductions to angels, syndicates, lenders, and early-stage VCs (optional) * Support founders as they navigate investor conversations and diligence * Help founders expand their fundraising pipeline and strategy Strategic Support Beyond Capital While capital raising is the core focus, advisors may also contribute to: * Go-to-market strategy * Product development strategy * Talent and early hiring needs * Operational systems and back-office readiness What You Get by Joining Initio CapitalAccess to Exclusive Deal Flow Engage with venture-backed and high-growth startups in our ecosystem. Income Opportunities Earn through: * Paid consulting projects * Fractional advisory roles * Referral bonuses * Select equity opportunities Best-in-Class Tools & Systems We provide frameworks, templates, investor databases, and tooling to streamline your advisory work. Network & Community Join a collective of founders, investors, operators, and agency owners aligned with supporting early-stage innovation. Mission-Aligned Work Play a direct role in democratizing venture capital and enabling more founders to raise with confidence. Who We’re Looking ForIdeal Background * Experience raising capital for a startup or supporting founders who have raised * Background in finance, venture capital, investment banking, entrepreneurship, or advisory work * Experience with SAFEs, convertible notes, financial modeling, or investor relations Skills & Traits * Strong understanding of early-stage fundraising mechanics * Excellent storytelling and communication skills * Ability to quickly diagnose blind spots and provide actionable advice * Comfortable working with multiple startups across industries * Passion for enabling founders and empowering new innovation How to Join We use a simple two-step onboarding process:

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our growing initiatives. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media 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.

Job DescriptionCompany Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube. Job Description The Analytics & Performance Analytics (APEX) function supports AbbVie’s US organization and is comprised of highly respected researchers, analysts, data scientists and strategists who are committed to being best-in-class within the biopharmaceutical industry. We serve as strategic in-house counsel, ensuring that all decisions leverage the key insights that we develop. We continue to build new capabilities and skill sets, encouraging our team members to pull up a chair, be themselves, be creative, speak their minds, and do good work. We are a passionate, diverse, flexible, and inclusive organization with a culture that supports the best ideas, wherever they originate. We are smart, fun, quirky, and innovative – and we’d love for you to join us. The Pipeline Market Access Insights (MAI) organization within APEX plays an instrumental role in shaping/ evaluating market access strategies for all of AbbVie’s early pipeline and business development assets. As a member of this team, you will lead the planning and delivery of insights via primary and secondary research and analytics to identify/ quantify payer opportunities and threats and make specific recommendations on the development of market access strategies and tactics for a pipeline asset and any business development activities. You will also work across matrix partners and ensure alignment of research & analytical insights with the broader commercial goals of the asset. The role requires strong primary research and data analytics capabilities as well as subject matter understanding within the overall U.S. market access environment, specifically an in-depth understanding of value, pricing and reimbursement dynamics. The role provides insights that directly impact AbbVie’s early pipeline and business development decisions through its influence on the development of pricing, contracting and other access strategies. Major Responsibilities Lead oncology related projects and provide insights that influence AbbVie early pipeline and business development market access strategies and decisions through data analytics, customer insights, and business knowledge. In partnership with U.S. Market Access leaders, gather insights to set stage for early pipeline and business development assets to achieve optimal payer access that maximizes net sales. Through secondary and claims analysis, assess current landscape and project future market dynamics that could shape assets’ performance and build models to portray risks, opportunities, and sensitivities. Demonstrate understanding of the U.S. healthcare landscape and AbbVie therapeutic areas to identify and proactively address opportunities and threats. Build collaborative relationships with internal U.S. Market Access and Commercial Development stakeholders. Align insights with other partners, that when integrated with HCP and consumer insights, positively impacts decision making. Ability to lead with minimal oversight from manager. Key areas of functional scope include: • Lead insights for understanding and recommending health plan, PBM, and trade (Pharmacy, GPO, buy & bill dynamics) strategies for early pipeline and business development assets across payer channels through primary research, data analytics, and modelling techniques, communicating recommendations that clearly describes the opportunity, potential, risks, recommendations for clinical trial population & end-points and risks, and informing financial projections based on launch pricing and contracting strategies. Conduct investigative analytics to validate and/ or quantify market phenomenon related to on-market and pipeline market players. Identify value drivers that guide clinical data development and value positioning., • Demonstrate awareness, use, and integration of secondary data sources, triangulating findings to provide strategic insights. Guide research decisions based on applicability and limitations of primary versus secondary research and an ability to synthesize insights into compelling narratives. Conduct analytics though the integration of complex datasets that frame the parameters around business questions and initiatives. Lead supplier and stakeholder management, formulate analytical strategies appropriate for the issue at hand., • Builds solid relationships and becomes a trusted advisor to therapeutic area leadership, guiding brand strategies and tactics based on superior, objective customer insights. Act as market access Insight partner, with ability to influence discussions with colleagues across APEX, U.S. Market Access, Pipeline Commercialization Strategy, and business development, as well as business unit leadership.Qualifications Required: • Bachelor’s degree in one of the following fields: Market Research, Social Sciences, Statistics, Economics, Actuarial Science, Engineering, Finance, and/or Applied Mathematics, • Working knowledge of multivariate statistics, analytical software (SPSS Modeler, SAS Dataiku, etc…) and pharmaceutical data sources (IQVIA, SHA Metys, SSR, AnalySource, MMIT, IPD, CMS, HIRC, HSG, etc..)., • Minimum of 5 years of experience in market analytics, marketing research, and field sales support in the pharmaceutical or related industry., • 1-2 years of pharmaceutical market access experience and subject matter expertise with health plans, PBMs, hospital systems, specialty pharmacies and healthcare policy stakeholders., • Strong story telling skills; ability to distill complex information synthesized into concise and impactful messages and communications., • Masters/MBA, • Strong working knowledge of syndicated pharmaceutical data sources, including formulary data sources and claims data sources., • 1-2 years of pharmaceutical marketing insights experience with significant expertise with physician and consumer stakeholders. Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this postingbased on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more orless than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our long-term incentive programs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission,incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paidand may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job DescriptionSalary: About Us Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include over 900 firms spanning the buyside, sell side, corporate and academic sectors. Our platform, rich in intellectual property and supported by a rapidly expanding global team, ensures we remain at the forefront of our industry. With the backing of Francisco Partners, a prominent global tech investment firm, we operate as a truly international company. Our headquarters are in Malm, Sweden, and we have key offices in Gothenburg, London, Poland, Lisbon, Hong Kong, and New York. Job Overview We are looking for a Senior Manager, Total Rewards to lead our global compensation strategy and co-lead our U.S. benefits programs. This is a 12-month project-based role to start that will be focused on strengthening our global compensation frameworks, enhancing our rewards programs, and supporting key strategic initiatives across multiple countries. This is a highly visible role that partners closely with the Chief People Officer and senior leadership to design thoughtful, competitive, and equitable reward programs that support our growth. You will help shape our global total rewards philosophy, provide sound guidance on complex compensation decisions, and ensure our programs are both compliant and aligned with business priorities. Job Responsibilities Global Compensation Strategy • Own and maintain global salary structures, job architecture, and leveling frameworks., • Lead annual merit, bonus, and incentive planning processes, including budgeting and governance., • Conduct market benchmarking and compensation analysis to ensure external competitiveness and internal equity., • Advise leadership on offers, promotions, retention actions, pay adjustments, and compensation strategy., • Drive alignment between compensation programs and business strategy., • Partner with HRBPs to ensure consistent global practices and fair treatment across locations., • Support development and governance of short-term and long-term incentive programs., • Monitor and address pay equity and compensation fairness across the organization., • Provide guidance on executive and senior leadership compensation where applicable. U.S. Benefits Partnership • Co-Partner with leadership on strategy and administration of U.S. benefits programs, including medical, dental, vision, life & disability insurance, 401(k), wellness, and leave programs., • Co-Manage benefits vendor relationships and annual plan renewals., • Evaluate benefits plan design to balance employee experience, competitiveness, and cost efficiency., • Ensure compliance with U.S. regulatory requirements including ERISA, ACA, COBRA, HIPAA, and other relevant regulations., • Support benefits communication and employee education to ensure program awareness and utilization. Analytics & Insights • Build compensation cost models and provide scenario analyses for leadership decision-making., • Deliver total rewards insights to inform workforce planning and strategic talent decisions., • Develop dashboards and reports to track compensation trends, pay equity, benefits utilization, and program impact., • Leverage data and analytics to continuously improve reward programs and inform leadership discussions. Governance & Program Management • Establish clear policies, processes, and governance frameworks for compensation and benefits programs., • Ensure reward programs are compliant with local labor regulations and global governance standards., • Support HR systems and processes related to compensation and benefits, including HRIS and payroll integrations., • Manage reward program documentation and ensure consistent application across geographies. Stakeholder Engagement • Act as a trusted advisor to the Leadership team on total rewards matters., • Collaborate with business leaders to ensure programs support employee engagement, performance, and retention., • Partner cross-functionally with Finance, HR Business Partners, Talent Acquisition, and Payroll teams., • Support change management and communication when introducing new reward programs or policy updates. Required Qualifications and experience • 710 years of progressive experience in compensation and total rewards., • Strong knowledge of global compensation structures, job architecture, and market benchmarking., • Experience managing U.S. benefits programs and vendor relationships., • Experience working in multi-country or global organizations., • Strong analytical skills with advanced Excel and data analysis capability., • Experience building compensation models, dashboards, and reward analytics., • Strong communication, stakeholder management, and consulting skills., • Experience with HRIS systems (e.g., Workday, ADP, or similar platforms)., • Ability to work independently in a mid-market, multi-country organization and influence senior stakeholders., • Bachelors degree in HR, Business, Finance, related field, or equivalent experience., • Professional certification such as CCP, GRP, or CEBS is a plus. What do we offer • Company 401(k) scheme, with a strong employer contribution, • Private medical insurance, Aetna PPO plan, • Life Insurance, • 20 days holiday per annum, • 2 Macrobond days to use for volunteering, • Various physical / mental health and lifestyle benefits Our commitment to Diversity At Macrobond, diversity, equity, and inclusion are fundamental to our culture and success. We are committed to fostering an environment where all individuals are respected, valued, and empowered to contribute their unique perspectives. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status, or any other characteristic protected by applicable law. By joining our team, you become part of an organization that believes diversity drives innovation and strengthens our collective performance. Apply today and be part of our ongoing journey of growth and inclusion. By using this website and submitting your information, you acknowledge ourCandidate Privacy Noticeand understand that your personal information may be processed in accordance with applicableCandidate Privacy Notice in your country of application. Apply today and become part of our exciting journey!

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

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.

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $350,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Team: You'll be working with a new and growing team that is responsible for the content management architecture at SmartAsset. This team is working to build out the future content management systems to create, serve, and innovate on the financial information that attracts our users and has built our brand. Your role on this team will involve working on both front and backend services as we build and migrate our new content management system while working closely with our organizational architects to design the future of how we serve content. About the Job: Responsibilities: • Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology, • Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users., • Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content., • Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide., • Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come, • 5+ years experience building full stack web applications., • Strong experience building, shipping, scaling and operating Java web applications, • Strong experience with ReactJS and NodeJS frameworks and building modular content for the modern web., • Proficient with SQL and comfortable working with relational databases., • Strong knowledge of Git or other source control tools., • Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions., • Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders, • Excellent verbal and written communication skills and familiarity working in an agile environment., • Enthusiasm for working in a startup environment and the ability to be cross-functional., • Passion for technology and working with a team to continuously improve each other, our tools, and our processes.Skills / Experience Preferred:, • Experience using or integrating headless WordPress or other Content Management tools., • Knowledge or experience with the NextJS framework and GraphQL., • Experience working with A/B testing tools such as Optimizely., • Familiarity with Terraform or other IaC tools., • Experience with ad serving platforms such as DFPAvailable Benefits and Perks:, • All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US., • Medical, Dental, Vision - multiple packages available based on your individualized needs, • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available, • Short-term and Long-term Disability, • FSA: Medical and Dependent Care, • 401K, • Equity packages for each role, • Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave, • EAP (Employee Assistance Program), • Employee Resource Groups supporting our underrepresented communities, • Pet Insurance, • Home Office Stipend SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $117k- 176k base salary + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job Description Overview We are looking for a Senior Software Engineer, Applied AI (Senior SWE II) with roughly 5–8 years of experience to join our engineering team. This role is ideal for a product-minded builder who deeply integrates AI tools into their workflow and can operate with speed and autonomy in a fast-moving, ambiguous environment. \You will help build and deploy AI-powered systems directly into the advisor platform, automating complex workflows and enabling financial advisors to run their businesses more effectively. This role sits at the core of the product and growth flywheel, building practical AI solutions that free advisors from time-consuming operational work so they can focus on serving clients and growing their business. What will you be doing? • Build production AI features embedded in the platform Design and ship AI-powered capabilities for financial advisors and internal operations teams, including copilots, specialized agents, workflow automations, summarization systems, and intelligent task routing., • Develop intelligent agents to automate complex advisor workflows For example, build systems that automatically prepare client meeting materials by pulling context from across Savvy's platform, generating talking points, creating meeting decks, capturing meeting notes, and converting follow-ups into tasks., • Work across the full product development lifecycle Identify opportunities where AI can meaningfully improve advisor workflows, design solutions, implement systems, ship quickly to production, and iterate based on real usage and feedback., • Operate close to real users and customer feedback Collaborate directly with financial advisors who actively use the product and provide feedback through Slack and other channels, enabling rapid iteration and continuous improvement of the platform., • Collaborate cross-functionally to deliver impactful systems Work closely with Product, Design, and other engineering teams to define scope, navigate ambiguity, and deliver high-impact solutions in a fast-growing, high-velocity startup environment. What works: • Engineers who have built AI systems in production (agents, RAG, multi-step workflows), • Backend-leaning, systems-oriented profiles, • LLM wrapper profiles or light AI integrations, • Frontend-heavy or product/UI-skewed engineers, • Traditional ML/search backgrounds without LLM/agent experience, • Very senior/managerial candidates

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