Financial advisor jobs in United States - Page 10

Job Description Integrated Financial Concepts in Roseland, NJ, US, is looking for a Licensed Insurance Agent to join our team. Our company prides itself on providing top-notch financial services to clients, helping them achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team of professionals who are committed to excellence and client satisfaction. Your role will involve offering expert financial advice, developing personalized financial plans, and guiding clients towards a secure financial future. Join us at Integrated Financial Concepts and make a real difference in people's lives through sound financial planning. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives., • Educate clients on various financial products and services to help them make informed decisions., • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice., • Opportunity to enter into the Management program Qualifications: • 2+ years of experience as a Licensed Financial Advisor, • Proven track record of successfully managing client portfolios and exceeding sales targets, • In-depth knowledge of financial products and services, • Strong communication and interpersonal skills, • Detail-oriented and able to work in a fast-paced environmentAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The New Jersey/New York Metro Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. Essential Duties and Responsibilities • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clientsLeadership, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Confident to challenge those whose behavior’s conflict with World values and principlesQualifications, • 10-15+ years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • 5-10+ years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Complete Understanding of a national insurance broker’s sales, service, and broking platforms, • Proficient in all Microsoft office products, • Mid-level expertise with excel, • Active Property & Casualty license in NJ and/or NY, • Preferred insurance designation such as CPCU, CIC, or ARM Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $225,000 to $250,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR kLcTD1R8oS

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description About Us Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring multiple Senior Managing Directors in New York City to fuel our growth. About the Role: You will be responsible for managing Applecart's relationship with existing and new clients, which include the C-Suites of Fortune 500 companies and leading trade associations, advocacy organizations, non-profits, and investment firms. Our clients expect exceptional results from Applecart's platform and thoughtful, strategic counsel from our Senior Managing Directors, who educate our clients and prospects on how Applecart's platform will help them achieve their most important objectives and solve their most challenging problems. Applecart's Senior Managing Directors are seasoned strategic leaders in communications, government relations, politics, or investor relations and/or C-suite advisory veterans. If you're thrilled by the prospect of bringing cutting edge technology to the C-Suite, changing how Fortune 500 companies and other leading organizations manage their brand with their most important stakeholders, and are willing to roll up your sleeves, take on a new challenge, own equity in a fast-growing startup, and earn uncapped performance compensation, this may be the last job you ever take. What You'll Do • You'll manage C-suite relationships with some of the most prominent and sophisticated companies and other leading organizations across the full lifecycle of an Applecart engagement, including pitching, advising on strategy and managing the relationship post-sale, and demonstrating results to extend and expand our relationship with clients., • You'll work with our senior advisors and product leaders to educate C-Suite clients and potential clients about all the different ways Applecart's platform can enable them to impact their business' most important outcomes., • Leveraging your unique qualifications, you will connect Applecart's value proposition to solving our clients' most important C-Suite challenges - driving successful outcomes for our clients and increasing revenue for Applecart., • You'll closely follow news, regulatory filings and other media, looking for every opportunity to create value for clients in a timely way., • You'll be our clients' expert on-call, serving as a senior strategist, counselor and primary executive-level point of contact to decision makers at the highest levels of Fortune 500 corporate affairs teams., • You have significant and deep experience being the "point person" in the room with C-level executives (or equivalent-level personae in other fields, such as senior elected officials), counseling them (and sometimes challenging them to think differently) in connection with high-stakes challenges and decisions. Some work experiences you may have had:, • You have counseled Fortune 500 companies in corporate communications, external relations, government relations, investor relations, brand marketing, and/or public affairs as an external consultant where you were the primary relationship manager for C-Suite clients and fully responsible for revenue generation and growth with respect to those clients;, • You have yourself been a Chief Communications Officer, Head of Government Relations, Head of Investor Relations, or other senior stakeholder;, • You have been a senior staff member for elected officials or other policymakers;, • You have been a senior multi-client lobbyist;, • You have served in a senior role at a trade association, advocacy organization, political action committee, university, or philanthropic organization and were responsible for persuading prominent individuals and entities to fund or join your organization;, • You started your own consulting, advisory, or other business where you were selling to senior stakeholders, • While you may not think of yourself as a sales person, you sell as an everyday part of your role - for example, persuading senior, skeptical stakeholders to adopt your positions or provide funding., • You bring experience from fast-paced, demanding work environments where you needed to be committed and dedicated to delivery excellence in a high-stakes environment, such as senior positions in government, on political campaigns, or at law, management consulting or financial services firms., • You are excited about the Applecart value proposition and can see based on your past experiences how it would have benefited you or your past clients., • You have a deep understanding of C-suite stakeholder communications challenges faced by Fortune 500 companies., • You are entrepreneurial and hell-bent on delivering value to your own clients and other stakeholders., • You have a strong sense of "extreme ownership." You care deeply about making an impact and think creatively and strategically about overachieving your goals., • You are intellectually curious. You read the news religiously and stay up-to-date on the latest corporate developments and political news, and you have a wide range of intellectual interests., • You are an excellent writer and verbal communicator and know how to best frame your work for C-level audiences., • You have impeccable attention to detail and are well-organized., • You possess an energetic, upbeat disposition., • You have an excellent sense of humor and know how to roll with the punches. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) incentive cash compensation tied directly to revenue you generate, and (iii) generous equity compensation that vests over time. An employee in this role who meets their targets will earn $500,000 in combined cash compensation (base and incentive), with a structure that offers the ability to earn significantly in excess of that for exceeding targets. The compensation range provided for this role is specific to candidates located in or relocating to the NYC area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 8X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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 DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program. At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreams—whether it’s sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of success—where you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but you’ll also be joining a company that’s been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, you’ll have everything you need to grow your business and make a lasting impact on your clients’ lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionAt Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.At Northwestern Mutual - The Big Apple, we are dedicated to helping individuals and families in the greater New York area achieve their financial goals. As a subsidiary of Northwestern Mutual, a FORTUNE 500® company, we provide a wide range of financial services and personalized planning to help clients secure their futures. With a legacy of success, we are committed to empowering you to build your own business, supported by top-tier mentoring, a proven training program, and the resources to succeed. Join us and be part of a trusted leader in the financial industry, with limitless potential for personal and professional growth.

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 DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: • The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork and accountability., • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path that integrates education with mentorship and teaming opportunities, • Transparency, honesty, and clarity as the fundamental ingredients of partnership, • A culture of innovation that embraces growth and the changes that come with it, • Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analysis, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A proven networker and marketer (alt: “connector of people”), • A dedicated worker: independent, self-motivated and goal oriented

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial servicesindustry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationshipmanagement (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and smallbusinesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalizedcoaching from dedicated training professionals, and the ability to obtain industry professional designations. We are socommitted to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also beeligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performinginsurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including expertson hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract andretain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term careinsurance, disability income insurance, and investment products such as mutual funds1through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop withyour clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise indifferent areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offerwealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,and other opportunities to engage with your fellow insurance agents.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $80,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR qJlZ8E1EPj

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

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

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

Job DescriptionThe Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded. Visit us at:

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

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual - The Big Apple! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Key Responsibilities: As an Insurance Agent, you will work directly with clients to understand their financial protection needs and provide personalized solutions through life, disability, and other insurance products. Your role will focus on helping individuals and families build financial security by designing and implementing tailored risk management strategies. You will regularly review and update client insurance plans to reflect life changes and evolving goals, ensuring their continued protection. This position may also offer a pathway toward becoming a Financial Advisor, once additional state insurance and FINRA securities licenses are obtained. Career advancement support and training may be provided to help you grow into a broader financial planning capacity over time. You will be expected to build a strong client base through referrals, community involvement, and professional networking. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job DescriptionSalary: 150,000 - 250,000 The Lead Financial Advisor is a pivotal role within our advisory team, collaborating with Senior Lead Advisors to refine and enhance comprehensive financial strategies for both new and existing clients. This position demands a high degree of expertise and independence, allowing the Lead Financial Advisor to make strategic decisions that align with client goals and the firm's objectives. You will be responsible for cultivating strong client relationships, managing complex financial portfolios, and delivering exceptional service and solutions that exceed client expectations. The Lead Financial Advisor also plays a key role in mentoring junior advisors and fostering a collaborative team environment. Core Responsibilities • Conduct in-depth consultations with advisory clients, performing comprehensive fact-finding and regular portfolio reviews to ensure alignment with their financial goals., • Build and maintain a robust network with Centers of Influence and high-quality vendors (Attorneys, Accountants, Real Estate Brokers, etc.) to generate referrals and enhance client offerings., • Undertake proactive client relationship management, ensuring regular contact and communication aligned with segmentation systems., • Oversee and streamline the new client onboarding process, ensuring a seamless transition and high-quality client experience., • Provide exceptional client service by preparing for meetings, managing planning updates, executing portfolio changes, and implementing strategic recommendations., • Address and resolve complex advisory- related service issues through effective correspondence and communication with clients., • Lead comprehensive financial planning efforts, coordinating asset management, estate planning, tax strategies, and risk management tailored to individual client needs., • Manage client assets effectively, integrating financial planning and wealth management strategies while maximizing investment performance and mitigating risks., • Gather, organize, and maintain meticulous electronic case files, preparing reports, letters, and correspondence as needed., • Identify and actively participate in relevant industry organizations that enhance visibility and networking opportunities., • Utilize LinkedIn and other platforms to identify and proactively outreach to potential clients, expanding the client base., • Attend and lead client and team meetings, with a focus on raising $10+ million in Assets under Management and $200,000 in premium from new client relationships within the first two years., • Ensure rigorous standards for new client generation and revenue production are met consistently., • Adhere strictly to compliance and industry regulations. Qualifications • 10-12 years of experience in the financial services industry, with a strong emphasis on client service, financial planning, and sales., • Series 7., • Familiarity with leading and mentoring other advisors and collaborating with executive leadership on company initiatives., • Expertise in quickly establishing the role as the trusted advisor to high-net-worth (HNW) and ultra-high- net-worth (UHNW) clients, running a majority of meetings solo., • Proven success in recommending and "closing" new business, both insurance and investments., • Have one or more of the following designations, • Primary: CFP(R), CPWA, RICP, • Secondary: ChFC, CIMA, CFA Preferred Masters degree in Business Administration or a related field.

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

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

Job Description Roofing Sales Representative – Long Island Location: Long Island, NY Type: Full-Time Salary Range: $80,000 – $120,000 base + performance bonus About the Opportunity A full-service manufacturer’s rep firm is seeking a results-driven Roofing Sales Representative to expand market share in Long Island. This is a hunter-style sales role focused on single-ply roofing systems and related building envelope products, selling directly to roofing contractors. The ideal candidate is strategic, aggressive, and hungry to win in a competitive market. This is a demanding but rewarding opportunity with strong earning potential, a cash balance retirement plan, and high-level client entertainment as part of the sales culture. What You’ll Do • Prospect, identify, and close new business opportunities with contractors, architects, and distributors., • Provide product education and deliver presentations to promote roofing and building envelope solutions., • Conduct on-site visits, offering technical support and ensuring understanding of installation and performance., • Maintain CRM records in Salesforce and Copper to manage pipeline and sales activities., • Stay up-to-date on industry trends, competitor activity, and product developments., • Represent the company at industry events, trade shows, and networking outings., • Engage in relationship-driven “social selling” through golf, fishing trips, dinners, and other client events., • Collaborate with manufacturers and internal teams to provide responsive customer service. What You Bring • 5+ years of outside sales experience in commercial roofing., • Proven hunter sales track record with consistent quota achievement., • Strong existing relationships within the Long Island roofing contractor market., • Technical knowledge of roofing systems and installation., • Competitive, proactive mindset with the hustle to thrive in a rejection-heavy sales environment., • Excellent communication and presentation skills with decision-makers., • Highly organized, detail-oriented, and able to manage multiple priorities., • Proficiency in Microsoft Office and CRM systems (Salesforce experience a plus)., • Valid driver’s license and willingness to travel throughout Long Island. What’s Offered • $80,000 – $120,000 base salary + performance bonus., • Cash Balance Plan retirement benefit, with access to employer’s financial advisor., • Mileage reimbursement., • Company laptop with mobile connectivity., • Full benefits package., • Strong team culture with high earning potential and client-focused perks. Want to Stand Out? We’d love to hear from you directly. Submit a quick video intro to share your background, sales approach, and why you’re excited about selling roofing solutions. Submit your video here:

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re looking for an Enterprise Lead to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy - focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. Our objectives for the role: Client Ownership & Success * Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction. * Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Renewals, Upsell & Expansion * Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. * Identify new opportunities - broader user adoption, premium features, deeper integrations. * Lead commercial conversations with C-suite stakeholders and senior decision-makers. * Align pricing, contracts, and platform capabilities to client goals and investment strategies. Stakeholder Engagement * Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. * Tailor messaging and engagement to different levels of the client organization. * Represent the voice of the client internally to influence product and operational priorities. Strategy & Process Improvement * Help shape playbooks for renewals, pricing, account expansion, and strategic success. * Track and report on account health, pipeline activity, and revenue performance. * Contribute to scaling the function - mentoring teammates and improving internal processes. You’re a fit if you: * Have 6+ years of experience in Enterprise Sales/Account Manage within a SaaS technology company, preferably in a growth stage startup. * Have consistent quota attainment or a track record of success. * Have experience in wealth management, RIA operations, or private fund administration. * Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. * Have used platforms like Addepar, Black Diamond, or Orion. * Are comfortable with CRMs, data systems, or SQL (or eager to learn!). * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Have helped build or scale a commercial or customer success function in a startup environment. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $180K - $320K

Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job DescriptionCompany Description At Curinos, we help financial institutions turn data and expert advice into decisive action. Our clients—banks, credit unions, and fintechs—rely on us to drive measurable growth through actionable decision intelligence. Curinos operates under a hybrid modality. This individual may work from the New York, Boston, or Chicago offices. Job Description We’re seeking a Client Management Executive who combines the commercial instincts of an enterprise SaaS seller with the credibility of a trusted banking advisor. You’ll lead growth, retention, and strategic engagement across a portfolio of major financial institutions, acting as the bridge between analytics, strategy, and execution. Why This Role Matters This is a high-impact, consultative leadership role. You’ll sit across from CFOs, CMOs, and Heads of Retail/Deposits to help them translate data and analytics into business outcomes—optimizing funding costs, growing balances, and improving customer lifetime value. Top performers in this role will typically earn $500K–$1M+ annually (base + variable, uncapped), reflecting the significance and complexity of the client portfolio. What You’ll Do • Own and grow a portfolio of Tier 1 and mid-tier banking clients, accountable for retention, renewal, and revenue growth, • Serve as a strategic partner to executive stakeholders, aligning client priorities with Curinos’ data, AI, and advisory solutions, • Drive expansion through insight-led storytelling and disciplined account planning—helping clients unlock new growth opportunities across deposits, lending, and customer acquisition, • Lead commercial negotiations and pricing strategy, balancing mutual value and long-term partnership, • Partner cross-functionally with Sales, Advisory, and Product to deliver integrated, “One Curinos” solutions, • Maintain pipeline and forecast rigor using Salesforce (or equivalent CRM), • Represent the client’s voice internally, influencing roadmap and delivery excellence, • Contribute to the Curinos sales culture by mentoring peers and sharing best practicesQualifications What You Bring • 8–15+ years of experience in financial-services, SaaS, or analytics sales / client leadership, • Proven record managing $2-$4M+ annual bookings and closing $1M+ enterprise deals, • Comfort engaging C-suite executives at top-50 banks or high-growth fintechs, • Deep understanding of banking economics (deposits, NIM, pricing, customer acquisition), • Consultative, insight-driven communicator who turns analytics into action, • Commercially sharp, with deal-structuring and P&L fluency, • Collaborative, high-EQ operator who thrives in a PE-backed, performance culture, • Curious, resilient, and energized by solving complex client challenges, • Base Salary: $175K – $220K depending on experience, • Variable Compensation: Targeted at 100% of base, uncapped with top performers reaching $500K–$1M+ in total cash compensation Curinos is the leading AI-driven decision intelligence platform for financial institutions. Our mission is to help banks and credit unions make faster, smarter, more profitable decisions—rooted in decades of proprietary data, deep analytics, and world-class expertise Join us to shape the future of how financial institutions compete and grow. Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description Commercial Director AKA NYC is a New York City based, award-winning, fully integrated advertising agency with unparalleled expertise across the arts & entertainment, leisure, travel, retail, and tourism sectors. We are content-forward and data-fueled with a proven record of delivering cross-platform campaigns that get results. We are proud to partner with some of the most iconic names in entertainment, culture, and live experiences. Our client roster includes Broadway’s biggest shows, world-renowned institutions like The Metropolitan Museum of Art, vibrant attractions such as The New York Botanical Garden, and dynamic sports organizations like the Harlem Globetrotters. From the magic of live theatre to the energy of stadiums and the wonder of cultural landmarks, we craft campaigns that connect audiences with real experiences – providing real stories, real emotions and real connections. AKA NYC seeks a commercially minded leader who combines strategic vision with executional excellence. The ideal candidate thinks like a producer, acts as a business partner, and leads with entrepreneurial drive. They thrive in complexity, enjoy solving commercial challenges, and maintain a relentless focus on audience growth, revenue generation, and sustainable success. Above all, they bring energy, vision, and leadership to help our clients — and AKA — achieve extraordinary results. WHAT YOU’LL DO: • Lead commercial strategy for key accounts, aligning marketing, pricing, and sales activity with revenue goals., • Develop and manage forecasts, pricing models, and sales strategies that deliver measurable results., • Oversee audience segmentation, ticketing, and revenue management to maximize occupancy and average ticket price., • Use data and insights to identify growth opportunities and guide strategic decisions., • Serve as a trusted commercial advisor to senior stakeholders and agency leaders., • Inspire and mentor teams, fostering commercial acumen and a culture of curiosity and accountability.WHO WE'RE LOOKING FOR:, • 6-8 years of experience in commercial strategy, revenue management, or marketing leadership, ideally within live entertainment, media, and/or entertainment sectors., • Proven success in building and executing commercial strategies for major ticketed events or theatrical productions., • Strong financial acumen with experience developing revenue models, forecasts, and pricing strategies., • Deep understanding of marketing effectiveness, audience segmentation, and media ROI., • Excellent communication and presentation skills, with confidence engaging C-suite stakeholders., • Experience leading cross-functional teams and influencing at senior levels., • Entrepreneurial mindset with a passion for driving growth and delivering measurable results. The salary range for this position in New York, NY is $100,000 to $130,000 per year. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and years of experience. A discretionary bonus may be provided as part of the total compensation package. AKA also offers a comprehensive benefits package designed to support your well-being, growth, and balance, including: • Comprehensive healthcare & dental – 100% employer-paid for employees, • Generous PTO policy, plus ½-day Summer Fridays to make the most of sunny days, • Hybrid work model – a balance of in-office collaboration (minimum three days per week) and flexibility, • Continuous growth & learning – annual Training & Development fund to sharpen your skills, • Financial wellness perks – student loan repayment or tuition assistance based on tenure, • Paid parental leave – up to 12 weeks to support growing families, • Sabbatical opportunities – recharge and return inspired with paid time off for long-term employees, • A pet-friendly office – because great ideas come with great company A Note on Diversity and Inclusion At AKA we believe our team is at its best when we reflect the diversity of our community. We strive to hire and cultivate the best talent so when recruiting we work to actively reach and engage a wide community of people. We’re passionate about creating an inclusive workplace that promotes and values diversity. We believe a diverse team makes us smarter, more creative and helps us better understand the needs of the audiences we target with our campaigns. AKA is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. Sound like a good fit? We’d love to hear from you! Please apply through our website. No phone calls or walk-ins, please. Powered by JazzHR oviQ7NBdeC

Job DescriptionAbout AngelList: We exist to accelerate innovation by increasing the number of successful startups in the world. We want to give more people the opportunity to participate in the venture economy by building the financial infrastructure that makes it possible for more people to invest in world changing startups, and build tools for startups that help them run their operations so they can focus on building. AngelList is the nexus of venture capital and the startup community. We support over $171B+ assets on our platform, and we’ve driven capital to over 13,000 startups. 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambitions are even larger – we’re innovating on the financial infrastructure for venture investors and the startups they invest in. Come build with us. About the Role: AngelList is seeking an Account Executive to join our team. As an Account Executive you will source, qualify and close venture & private equity funds for AngelList Fund Management or Software Suite. This role provides a unique opportunity to work alongside experienced leaders in the private market industry and shape AngelList’s sales strategy in this next phase of our growth. Given AngelList’s easy-to-use and scalable solution, you will have the opportunity to have an outsized impact not just on our company, but on the private market industry as a whole. You will manage the entire sales cycle, including creating and executing on outbound processes to close a pipeline of customers. As an early member of the sales team, you’ll be critical in helping us iterate on our pitch and processes as we scale. Internally, you will collaborate with AngelList’s product, operations, and legal teams to ensure a smooth experience for our users. We are a fast-growing company, so we need Venture Account Executives who will take initiative, learn our product quickly and thoroughly, and bring a growth mindset to their work each day. You Will: • Create and implement a detailed sales strategy and plan, focusing on both immediate and long-term goal attainment., • Increase pipeline of net-new customers by actively engaging in strategic outbound prospecting., • Effectively communicate the value and impact of our products to key stakeholders and decision-makers., • Gain a deep understanding of customer needs and act as a reliable advisor for their business., • Work closely with teams in product development, operations, and customer success to continually develop, refine, and offer innovative products to our customers.Other characteristics of the ideal candidate:, • Over 7 years of experience as an account executive, with Mid Market and Enterprise sales., • Experience selling into Venture Capital (VC) funds is required, and also working with Private Equity (PE) funds is ideal., • Demonstrated sales expertise with a strong track record in negotiation and deal closure, managing a complex sales process., • Proven tenure working at companies of meaningful scale, following a methodical sales process., • Ability to build relationships with cross-functional partners and customers alike.

Job DescriptionAbout Avalere Health United by one profound purpose: to reach EVERY PATIENT POSSIBLE. At Avalere Health, we ensure every patient is identified, treated, supported, and cared for. Equally. Our Advisory, Medical, and Marketing teams come together – powerfully and intentionally – to forge unconventional connections, building a future where healthcare is not a barrier and no patient is left behind. Achieving our mission starts with providing enriching, purpose-driven careers for our team that empower them to make a tangible impact on patient lives. We are committed to creating a culture where our employees are empowered to bring their whole selves to work and tap into the power of diverse backgrounds and skillsets to play a part in making a difference for every patient, everywhere. Our flexible approach to working allows our global teams to decide where they want to work, whether in-office or at home based on team and client need. Major city hubs in London, Manchester, Washington, D.C., and New York, and smaller offices globally, serve as collaboration hubs allowing our teams to come together when it matters. Homeworkers are equally supported, with dedicated social opportunities and resources. Our inclusive culture is at the heart of everything we do. We proudly support our employees in bringing their whole selves to work with our six Employee Network Groups – Diverse Ability, Family, Gender, LGBTQ+, Mental Health, and Race/Ethnicity. These groups provide opportunities to promote diversity, equity, and inclusion and to connect, learn, and socialise through regular meetings and programs of activity. We are an accredited Fertility Friendly employer with our Fertility Policy, enhanced parental leave, and culture of flexibility ensuring every employee feels supported across their family planning journey and can work in a way that suits their family’s needs. We are deeply invested in supporting professional growth for our employees through day-to-day career experiences, access to thousands of on-demand training sessions, regular career conversations, and the opportunity for global, cross-capability career moves. We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse. If you'd like to apply and need adjustments made, you can let us know in your application. Our approach — “Magnet, Not Mandate” — means there’s no formal office requirement, but we value proximity that allows for meaningful in-person engagement when it matters most. Our primary hiring regions include Philadelphia, New York City, Washington, D.C., Chicago, and Toronto. Exceptional candidates in other areas may also be considered. About the role The SVP, Client Services is a skilled relationship builder, possessing deep pharma marketing experience and a proven ability to make meaningful connections. They are particularly skilled in unifying and motivating cross-functional teams toward strategic thinking and marketing solutions to achieve our client’s business goals. This person can assess the perspectives of team members to ultimately own the final decision on agency recommendations and escalation issues for their book of business.The SVP, Client Services is an inspiring people leader, motivating team members to deliver for each other and for our clients. This individual ensures client satisfaction and sets the pace and approach for developing strong client-agency relationships. The SVP, Client Services leads and collaborates on key initiatives in people development, process improvements, and operational excellence in support of effective client delivery. This person is a skilled relationship builder, possessing deep pharma marketing experience and proven success in the senior-most Account Management roles. They are particularly skilled in leading a team of Account professionals and unifying and motivating cross-functional teams toward strategic thinking and marketing solutions to achieve our client’s business goals. The person in this role can listen, interpret, and anticipate client needs grounded in extensive knowledge of the client’s business, markets, and marketing mix. The SVP, Client Services is constantly seeking and partnering with our clients and internal teams to generate innovative ideas that drive more and better engagement for our client’s brands and strengthen our client’s business. As a business leader, this individual possesses strong financial acumen and effectively manages to achieve revenue forecast and margin. The individual in this role can cogently outline financial and staffing issues for the GM and executive management, getting out in front of any client, staffing, or financial issues that might put the business at risk.The SVP, Client Services, is a seasoned agency leader who is often the face of the Avalere Health brand at a client organization. This person operates internally and externally with integrity, empathy, and respectWhat you'll do • Client Services Team Leadership, • Provides strong, engaged leadership, effectively directs team members to meet expectations and accomplish organizational, team, and individual goals, • Establishes priorities on brands and contributes to team discussions and problem-solving, • Exhibits superior interpersonal skills to lead, motivate, and unify team and ensure a positive employee experience, • Develops team members through coaching, mentoring, performance management, and training and development, • Leadership and guidance of a team of VP Account leaders, strengthening and growing our next level leaders, • Is an organizational leader; highly refined, positive internal working relationships at all levels and within all Avalere Health groups, • Demonstrates success as an effective agency leader with the ability to drive both client and internal team initiatives., • A proactive and dynamic professional with strong business acumen, exceptional people skills, and high emotional intelligence., • Ability to act decisively with a strong sense of urgency and self-motivation rather than relying on external prompts., • Proven capability to lead clients and internal teams towards a unified vision, ensuring that strategic marketing plans and goals are achieved., • Deeply focused on business objectives with a robust understanding of brand and engagement metrics, as well as sales projections., • Strong grasp of the client’s business landscape, emphasizing strategic alignment between marketing efforts and business goals., • Client Relationship Management/Building, • Exhibits mastery in leading positive client relationships in complex situations, resolving client issues and strengthening client engagement, • Builds and nurtures relationships at senior levels within the client organization through regular communication and leadership of quarterly business reviews, • Able to triage and manage the most sensitive client discussions, including those related to escalation issues, • Owns the final decision on agency recommendations and escalation discussions related to client relationship issues, • Knows how our client’s performance is measured and grounds agency solutions in what matters most to our clients, • Strategic Advisor, • Has deep knowledge of the pharma industry and understands and keeps pace with the issues and opportunities facing our clients’ businesses, • Possesses experience across all dimensions of marketing planning and budget development; contributes to annual brand planning with cross-functional team, • Has experience working with brands through all phases of the lifecycle, including strong pre-launch, disease education, and launch experience, • Provides strategic counsel to clients by solving specific client business problems and delivering recommendations that meets the client’s business needs and establish Avalere Health as a valued partner, • Ensure that insights, research, and data analytics are an integral part of our client counsel and recommendations which includes integrating our offerings and developing a strong cohesive narrative, • Works collaboratively with Strategy, Engagement, Creative, Scientific, and Digital leaders to ensure teams are working optimally to deliver solutions that are on strategy and meet the clients’ needs, • Financial Management and Growth, • Responsible for forecast development of LOB accounts, and ensures accurate forecast updates monthly and quarterly, • Works collaboratively with Business Operations to ensure staffing plans are in place and team is ready to deliver for clients and deliver on forecast, • Attains and exceeds annual revenue plan for individual clients/brands within LOB by providing value and actively seeking new assignments and organic growth opportunities, • Ensures Client Services utilization targets are met, and addresses any underutilization or overutilization issues, • Works collaboratively with Talent Acquisition to recruit top Account talent and maintains a talent pipeline to support future growth, • Maintains regular and consistent communication with LOB leads across other functions to ensure collaborative growth, • Contributes to annual business planning About you, • 20 or more years of experience in marketing or marketing-related roles within the pharmaceutical industry, • Agency Account leadership experience required, • Experience in digital marketing and fully integrated marketing projects preferred, • Experience leading books of business with yearly revenues of $25 million or more

Job DescriptionCompany Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data center, campus and routing environments. What sets us apart is our relentless pursuit of innovation. We leverage the latest advancements in cloud computing, artificial intelligence, and software-defined networking to provide our clients with a competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the digital landscape but to also anticipate and adapt to future challenges. At Arista we value the diversity of thought and perspectives that each employee brings to the table. We believe that fostering an inclusive environment, where individuals from various backgrounds and experiences feel welcome, is essential for driving creativity and innovation. Our commitment to excellence has earned us several prestigious awards, such as Best Engineering Team, Best Company for Diversity, Compensation, and Work-Life Balance. At Arista, we take pride in our track record of success and strive to maintain the highest standards of quality and performance in everything we do. Job Description Who You'll Work With As a team member of the Arista Sales team, you are the face of Arista to our customers; their internal champion for the problems they need to solve. As their champion you will align Arista’s technical resources to achieve your customer’s business outcome. You will partner with some of the most skilled Customer Engineers in the industry in addition to our Professional Services and Executive teams to help them understand how to execute on your customer’s behalf. Our sales teams have a culture of team success, where you’ll collaborate and be supported by like minded sales professionals. This role typically reports to a Regional Sales Director or Area VP of Sales. What You'll Do We are seeking a proven Major Account Manager to join our growing Sales organization in NYC metro area. The Major Account Manager role will act as a trusted advisor and implement sales strategies to exceed sales targets within 12-15 enterprise level accounts with a strong focus on the Tier 2 financial services vertical. Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center solutions is highly desirable. Job Responsibilities: • Exceed measurable sales objectives and extend the Arista brand within a targeted list of enterprise level financial services accounts in the NYC metro area., • You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including; Software-Driven Cloud Networking platforms, EOS (Open Source Network OS), Cognitive Campus, WI-FI Campus networking, and AI networking platforms in addition to the Arista Cloud Vision (Network Automation & Telemetry), Network Monitoring Fabric solutions and NDR, Endpoint and AI driven Network Identity Access security solutions., • Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition., • Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership., • Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions., • Establish and manage key channel relationships in your territory., • Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers., • Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums., • Collaborate with Arista peers on marketing plans and best practices., • Keep up-to-date with technology partner solutions, competing solutions and competitor strategies.Qualifications You possess a hunter mentality and have a proven track record of technology sales including cultivating relationships with existing customers in addition to penetrating new logo accounts. You are an influencer and possess the ability to act as a trusted advisor to deliver business value to both end users and key business stakeholders. Our team looks for individuals who embody our values of trust, compassion, collaboration, respectfulness, integrity, and good-natured fun. Minimum Job Requirements: • BS/BA degree or equivalent in addition to 7+ years of technology sales experience., • Proven track record of direct selling into target financial services accounts within the assigned territory and exceeding sales targets, • You possess relevant data center or networking (LAN/WAN, SDN) industry background from a technology partner, competitor, channel partner or end user is a a requirement., • Strong rolodex and relationships within the territory, • Excellent people skills and ability to build relationships at all levels The new hire base pay for this role has a salary range of $108,000 to $165,000. The actual salary offered will be based on a wide range of factors, including skills, qualifications, relevant experience, and US location. The salary range provided reflects the base salary and in addition may also be eligible for discretionary Arista bonuses, commissions, equity, and benefits including medical, dental, vision, wellbeing, tax savings and income protection. The recruiting team can share more details during the hiring process specific to the role and location. #LI-TC1 Additional Information All your information will be kept confidential according to EEO guidelines. Arista Networks is an equal opportunity employer. Arista makes all hiring and employment-related decisions in a non-discriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other factor determined to be unlawful under applicable federal, state, or law law. All your information will be kept confidential according to EEO guidelines.

Job Description Position: Full-time Salary range: $80,000 - 87,500 per year Commission: Uncapped, quarterly Working pattern: Hybrid (three days a week in our office) About Foliometrics: Foliometrics is a premier CRM solution designed specifically for the asset management industry, trusted by Investor Relations professionals within the alternatives space. Our platform empowers teams to enhance their client relationships, streamline operations, and make data-driven decisions. As we expand into the untapped U.S. market, we are seeking a motivated and skilled Account Executive to join our dynamic team. If you’re ready to make a significant impact in the CRM space and help shape the future of Foliometrics in the U.S. market, we want to hear from you! Apply today to be part of our journey. Responsibilities: Sales Development: Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions. Relationship Building: Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM. Market Insight: Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market. Collaboration: Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences. Performance Tracking: Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system. Continuous Improvement: Engage in ongoing learning and skill development to enhance personal performance and contribute to team success. Requirements • Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry., • Demonstrated success in meeting or exceeding sales targets and driving revenue growth., • Exceptional communication and relationship-building skills, with a knack for engaging stakeholders at all levels., • Ability to thrive in a fast-paced environment, adapting strategies as needed to meet evolving client needs and market conditions., • Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals., • 24 days PTO and bank holidays, • Uncapped commission, • Enhanced parental leave, • Wellness days and incentives, • Matched 401k, • Health and dental plans, • Birthday day off, • Employee assistance program, • Travel loan scheme, • Charity days, • Breakfast provided in the office, • Social events throughout the year

Job DescriptionJob Description Overall Job Summary: The Department Supervisor is responsible for supporting the Sales and Profit goals in the store by executing a plan to deliver the Best Customer Experience in the department and overall store. The Department Supervisor will work in accordance with legal requirements and H&M standards, policies, and procedures to meet the expectations of customers and colleagues. This position reports to our Department Manager or Store Manager (based on volume) and has the following direct reports: dotted line to Sales Advisor(s). Your Day to Day* Sales and Profit • Together with the store management team, ensure store operations, H&M standards, and best practices are followed through proper scheduling to maximize conversion and enable commercial activities (Move, Sales, Events, etc.) and excellent customer service keeping within the sales budget of allocated hours., • Ensure H&M Customer Service standards are always delivered through active coaching and leading by example, • Ensure the maintenance of the sales floor is managed in a cost-efficient way to meet H&M standards and initiate actions accordingly with the store management team, • Perform all store routines, including the opening and closing of the store, following all Company practices and procedures, • Ensure that the truck is processed and follow up to ensure the execution according to guidelines, • Actively prevent loss and ensure the store follows appropriate safety and security guidelines, • Identify opportunities to increase customer satisfaction and sales with the Department Manager and then execute changes accordingly People and Teams • Ensure clear communication to Store team on business performance, company culture, training focuses through daily Behind the Seams Meetings and participating in leadership meetings, • May be assigned overall store responsibility in absence of Store Manager or Department Manager when opening or closing store, • Work with timekeeping and scheduling system as part of opening/closing routines, • May be asked to train other supervisors as well as complete projects on an as needed basis for their development, • Serve as a note taker for staff interviews when needed, • Act as a management witness, on behalf of H&M, in employee discussions as needed, • Ensure that all employee issues are immediately brought to the attention of management team, • Assist the management team in the day-to-day supervision of staff by directing and overseeing workflow within the store, • Assist the management team with the training and developing of Sales Advisors on the operational side of the business by following up on clear goals and providing timely feedback, • Ensure health & safety, legal, and security issues are being handled to H&M standards and local laws, securing the employee and customer safety at all times, • Strengthen our Company Culture by promoting feedback in our daily work and coach your team to do the same Financial Accountability • None Qualifications Who You Are • Inclusive, positive, creative, and willing to learn on the job!, • Passionate for customer service and helping people find their style, • A multi-tasker who enjoys working in a fast-paced environment with an eye for detail, • You have the ability to lift in excess of 20 pounds, • Ability to stand for long periods of time, bend, stretch, engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) for a short distance, • Ability to climb a ladder and use a step stool, • Open availability including evenings and weekends, • 1-2+ years of transferrable experience welcome, • Basic computer skills such as browser navigation, software interaction, and data entry are needed, • May be required to travel to support other stores and for training Why You’ll Love Working for H&M • Dynamic, team-driven work environment with a group of unique, diverse, and kind individuals., • Endless growth & development opportunities. Additional Information Job Status: Hourly, Non-Exempt Compensation: Hiring Range is $19.13 - $21.95 Hourly** EEOC Code: SLS *This job posting highlights the most critical responsibilities and requirements of the job. It’s not all-inclusive. There may be additional duties and responsibilities assigned for this job at the company’s discretion. **H&M, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. H&M may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. Benefits: We offer all our employees at H&M Group attractive benefits with extensive development opportunities around the globe. All our employees receive a staff discount card, usable on all our H&M Group brands in stores and online. Brands covered by the discount are H&M (Beauty and Move included), COS, Weekday, Monki, H&M HOME, & Other Stories, ARKET, Afound. In addition to our staff discount, all our employees are included in our H&M Incentive Program – HIP. You can read more about our H&M Incentive Program here. In addition to our global benefits, all our local markets offer different competitive perks and benefits. Please note that they may differ between employment type and countries. We offer: 25% Staff Discount - Medical, Pharmacy Vision and Dental Coverage – Employee Assistance Program - Vacation, Wellness, Holiday and Parental Pay – 401K – Commuter Benefits, Health and Dependent Care FSA. Plus, additional Voluntary Benefits. Inclusion & Diversity: H&M is a part of H&M Group. At H&M Group, we’re determined to create and maintain inclusive, diverse and equitable workplaces throughout our organisation. Our teams should consist of a variety of people that share and combine their knowledge, experience and ideas. Having a diverse workforce leads to a positive impact on how we address challenges, on what we perceive possible and on how we choose to relate to our colleagues and customers all over the world. Hence all diversity dimensions are taken into consideration in our recruitment process. We strive to have a fair and equal process and therefore kindly ask you not to attach a cover letter in your application as they often contain information that easily can trigger unintentional biases. Company Description: H&M is a fashion brand that offers the latest styles and inspiration, from fashion pieces and unique designer collaborations to affordable wardrobe essentials. Our business idea is fashion & quality at the best price in a sustainable way. Learn more about H&M here.

Job DescriptionCompany Description Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain’s New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description We are seeking a highly motivated Commercial Banking Relationship Manager/Deposit Officer to join our Commercial Real Estate (CRE) team in New York. This role is primarily responsible for deposit gathering, with a focus on attracting new commercial real estate clients while expanding deposit relationships with existing customers. The ideal candidate will have a strong background in commercial banking deposits, knowledge of real estate industry cash management needs, and a proven ability to develop tailored deposit solutions for clients. Key Responsibilities: Deposit Growth & Business Development: • Develop and execute strategies to attract and grow commercial real estate deposit relationships., • Proactively identify new CRE clients and convert prospects into long-term depositors., • Leverage networking, industry events, and client referrals to expand the bank’s deposit portfolio., • Work closely with existing clients to optimize their deposit strategies and deepen relationships., • Conduct regular client reviews to assess deposit needs and offer customized cash management solutions., • Stay informed about market trends, interest rate changes, and competitive deposit products to refine sales strategies., • Provide insights on best practices for maximizing returns on deposits and enhancing liquidity management., • Ensure all deposit-related activities comply with bank policies, regulatory requirements, and risk management guidelines., • Monitor deposit accounts for anomalies and work with internal teams to mitigate potential risks., • Maintain thorough documentation and reporting on deposit acquisition and retention efforts. Qualifications • Bachelor’s degree in Business, Finance, Economics, or a related field., • 5+ years of experience in commercial banking, with a focus on deposit gathering and cash management., • Strong knowledge of treasury management, liquidity solutions, and commercial real estate banking., • Proven ability to attract and retain deposit relationships through strategic sales efforts; Networking and client outreach, • Excellent negotiation, communication, and business development skills., • Ability to work independently and collaboratively in a fast-paced, results-driven environment., • Office Productivity & Documentation: strong MS Suite experience (Word, Excel, PowerPoint, Outlook,); Cloud-based collaboration and document sharing, • Experience with Salesforce is a big plus, or similar CRM alternatives for managing client relationships, • Additional tools such as Zoom, or related for virtual client meetings, DocuSign, etc., • Cybersecurity & Compliance Awareness such as recognition of phishing and fraud risks in financial transactions, • Strong project management skills & deal pipeline management, • Strong presentation skills – Senior Management presentation experience is a plus, • Excellent communication and collaboration skills, capable of working effectively with cross-functional teams. #LI-Hybrid Compensation The expected annual base salary for this position is between $130,000 - $165,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

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

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

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact in global logistics! What we're looking for • Experienced Sales Leaders: 5+ years of freight forwarding sales / business development experience, • Industry Knowledge: A well-established book of business in international ocean, air, customs brokerage, and domestic trucking, • Base salary: $80,000-$100,000 annually based on experience and book of business, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $500 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 2 floating days, • 401k plan: With up to a 3% company match for your financial future, • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Master the logistics industry: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities. New York Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Freight forwarding sales experience, • Knowledge of Microsoft Office & CRM Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR 2YX3p9Tp9W

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job DescriptionSalary: Diamond is a strategic, creative, and client-focused agency that partners with some of the most exciting brands to solve complex problems. We are one of Canadas largest independent agencies, blending enterprise-sized ambition with a start-up DNA that drives tenacity, quality, and client satisfaction. As we expand into the US market, we are excited to welcome our first US-based team member, backed by the full strength of our Canadian office. Learn more at: experiencediamond.com Role Overview: This is a unique hybrid role combining the strategic client management expertise of an Account Supervisor with the hands-on execution and production skills of an XM Producer. As the first US-based employee, you will be a critical bridge between our clients and our Canadian team, managing client relationships, leading cross-functional teams, and orchestrating the flawless execution of experiential marketing programs. You will own the day-to-day client relationship, ensuring alignment with brand objectives and budgets, while also managing the end-to-end production process, from planning and budgeting to vendor coordination and on-site execution. This role requires a strategic thinker with strong project management skills and a passion for delivering exceptional client experiences through creative and operational excellence. Key Responsibilities: Client Management & Strategic Planning • Serve as a strategic advisor and primary point of contact for US clients, understanding their business, industry trends, and competitive landscape., • Lead client meetings, develop strategic account plans, and identify growth opportunities., • Build deep client relationships with key stakeholders to help the overall growth of our US business., • Collaborate with internal teams to ensure all work aligns with client objectives, brand standards, and budgets., • Manage client expectations proactively and maintain strong, trust-based relationships. Project & Production Management • Lead project kick-offs, develop scopes of work, budgets, timelines, and status reports., • Coordinate cross-functional teams to ensure projects are delivered on time, within budget, and to the highest quality standards., • Manage vendor relationships, negotiate contracts, and oversee logistics including travel, staffing, and on-site support., • Oversee financial tracking, reporting, and reconciliation for all projects., • Identify risks and develop contingency plans to ensure smooth execution. Team Leadership & Collaboration • Act as a key liaison between the US client and Canadian teams, fostering collaboration and communication., • Mentor and support junior team members as needed., • Drive continuous improvement in processes and client service delivery. Qualifications: Must-Have: • 7+ years of marketing experience, including 3-4 years in a client-facing agency role., • Proven experience managing integrated marketing projects with a strategic and operational focus., • Strong understanding of experiential marketing, production logistics, and vendor management., • Proven track record of building deep client relationships, • Exceptional organizational, communication, and multitasking skills., • Ability to work effectively under pressure and manage multiple priorities., • Passion for building brands and delivering creative, results-driven solutions., • Valid drivers license and ability to travel up to 50% of the time within the US., • Experience working in or with cross-border teams is a plus., • Must be able to be present for meetings in Mt.Laurel, NJ at least one time per week. Nice-to-Have: • Bilingual skills., • Client-side experience, especially with Tier 1 brands or financial institutions., • Experience with large-scale consumer-facing experiential campaigns. Why Join Diamond? • Be the first US-based team member in a rapidly growing, independent agency with a strong Canadian foundation., • Work in a dynamic, collaborative environment that values creativity, innovation, and client success., • Competitive compensation and benefits package., • Opportunity to shape and grow the US presence of a well-established agency. How to Apply: Are you ready to take on a unique challenge and be a foundational part of Diamonds US expansion? We want to hear from you! Please submit your resume and a cover letter explaining why youre the perfect fit for this hybrid role. We appreciate all applications, but only candidates selected for an interview will be contacted.

Job DescriptionSalary: $150,000 - $180,000 Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the worlds Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. With our rapid growth, we are looking for dynamic and passionate individuals to join our high performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hard working individuals with diverse backgrounds are what makes innovation happen. We are seeking a highly experienced and strategically-minded Enterprise / Strategic Account Manager to join our high-performing Sales team. In this critical role, you will be responsible for closing, owning, nurturing, and expanding relationships with our most important and strategic bank partners in the US and UK. You will be instrumental in driving long-term, high-value partnerships, influencing the banks strategy, and ensuring their success aligns with our company's goals and vision. This position demands a leader capable of navigating complex financial institutions, building and fostering deep relationships, and requires engagement with industry leaders. Key Responsibilities: • Strategic Account Management: Autonomously own and drive the entire sales cycle, from initial prospecting and strategy development to complex negotiations and deal closure, exclusively within the largest banks in the US and UK. Simultaneously, cultivate deep, multi-level relationships across these strategic financial institutions, • Expert Client Understanding: Develop an unparalleled understanding of each bank's specific industry context, bespoke business needs, C-suite objectives, buying behaviors, budget processes, challenges, and long-term goals., • Comprehensive Strategic Planning: Develop and execute comprehensive, multi-year strategic account plans that are tightly aligned with both the bank's objectives and FISPANs vision of the future. Ensure these plans maximize customer satisfaction, retention, and significant revenue growth., • High-Value Deal Negotiation & Closure: Lead and master the full sales cycle for large-scale, multi-product opportunities with these top-tier banks, including those involving bespoke solutions. Demonstrate exceptional skill in closing high-value deals and securing new business within the financial sector., • Trusted Advisor & Executive Engagement: Act as a trusted advisor to senior executives within partner banks, proactively providing insights on fintech trends, competitive landscapes, and how our solutions drive strategic value and transformation. Identify, cultivate, and maintain strong relationships with key stakeholders across these financial organizations., • Cross-Functional Collaboration: Collaborate deeply with internal Product, Marketing, Partner Success, and Service Operations teams to shape solutions, ensure strategic alignment, and guarantee seamless execution of account plans and client experience for our banking partners., • Revenue Growth & Expansion: Be the CEO of your assigned portfolio of the largest banks. Drive significant, measurable revenue growth, strategic expansion of the company's footprint within these strategic accounts, and the acquisition of new high-value banking clients., • Proactive Relationship and Risk Management: Proactively monitor the health of your bank partners, identify potential risks, and implement mitigation strategies to ensure long-term client retention and success. Work closely with Partner Success to address concerns and champion the needs of our banking clients internally. Qualifications: • Bachelor's degree in Business, Finance, Technology, or a related field. MBA preferred., • 10+ years of experience in enterprise sales or strategic account management, with at least 7+ years focused on selling complex software/SaaS solutions within the fintech sector or directly to large, complex organizations., • Proven, quantifiable track record of successfully managing multi-million dollar account portfolios and consistently exceeding quota., • Deep understanding of the fintech industry, banking operations, financial technology stacks, and market trends affecting financial institutions., • Exceptional communication, executive presentation, and high-stakes negotiation skills., • Proven ability to develop, articulate, and execute sophisticated, long-term strategic account plans presented to executive audiences., • Experience building and maintaining relationships with senior executives., • Proficiency with CRM software (e.g., Salesforce, Hubspot) and other sales tools., • Ability to travel as needed (e.g., 2-3 times per quarter). If you are a motivated and a strategic thinker with a passion for sales in the FinTech space, we invite you to join our team and contribute to the continued growth and success. Apply now by submitting your resume and a cover letter detailing your relevant experience and achievements in account management. FISPAN is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Why Work With Us? • Experienced Team: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base., • High Growth Environment: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that., • Rich Culture: The Companys culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies. Compensation Package FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow. With that, the hiring salary range for this position is $150,000 - $180,000 USD base annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. • Extended health and dental benefits, • Paid time off, • Savings and retirement plan matching, • Parenthood top-up, • Mentorship programs, and leadership series (to name a few) Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. Well be happy to clarify eligibility for interviewing candidates. Diversity, Equity & Inclusion As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender-decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind hiring and resume review practices to ensure we are being objective and mitigating any potential biases. remote work