Trabajos financial advisor en Estados Unidos - Page 5

Job Description Who is Credible? We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance. We're challenging the status quo by giving power to the consumer. We believe in a world where 'ethical', 'lending', and 'insurance' can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible. We believe researching and buying loans or insurance shouldn't be confusing or complex, so we've focused on simplicity. We've created the only unbiased loan and insurance buying process out there, which makes finding options straightforward and clear. About the Role Credible is seeking a Director of Publisher Partnerships to drive growth through strategic partnership with high-impact digital publishers. This is a broad, high-ownership role for a rapidly growing business. You will support the Head of Partnerships in overseeing the end-to-end success of the Publisher Partnerships channel – from revenue forecasting and target-setting to hands-on execution of initiatives – ensuring that Credible's value proposition reaches more consumers across a range of product categories. Reporting directly to the Head of Partnerships, you will lead a team and manage our most important publisher relationships. You'll collaborate across Product, Engineering, Marketing, and Operations to prioritize development work and optimize partnership performance. Key mandates include signing and launching new partnerships, managing cross-functional workstreams, scaling programs across product categories, and driving strategic projects that significantly grow revenue. This role is based in New York, NY, and requires a minimum of three days per week in-office. We're looking for a leader who is proactive, strategic, and execution-focused – someone who thrives in ambiguity and delivers results under tight timelines while upholding Credible's mission of making important decisions clearer and simpler for consumers. Location: Must be able to work on-site in the NYC office at least 3 days per week as required. We are open to paying for relocation to the NYC area. Responsibilities • Support management of publisher partnerships P&L– Assist in setting revenue and growth targets, manage budgets, and conduct detailed revenue forecasting with regular updates to senior leadership., • Manage and grow partner relationships – Cultivate relationships with high-impact publisher partners and ensure mutual success and satisfaction., • Launch and scale programs in new categories – Expand Credible's partnership network across new categories by identifying high-value partnership opportunities, driving contract negotiations, and overseeing seamless onboarding of new partners in line with Credible's expansion strategy., • Drive strategic revenue initiatives – Spearhead the execution of key projects and campaigns aimed at accelerating publisher revenue, coordinating cross-functional teams to meet and exceed growth objectives., • Champion product and tech integration – Work closely with Product and Engineering teams to prioritize and deliver platform enhancements or custom solutions that improve partner integration and performance., • Support a high-performing team – Help lead and coordinate across functional groups including marketing, product & development, SEO, and business intelligence, fostering a culture of ownership, accountability, and excellence in execution., • Leverage data for optimization – Monitor partner performance metrics and market trends, using data analysis to identify opportunities for optimization or course-correction, and make informed strategic decisions., • Cross-functional collaboration – Partner with internal stakeholders (Marketing, Finance, Legal, etc.) to ensure partnership programs are executed smoothly, compliant with regulations, and aligned with overall company goals., • Executive communication – Provide regular updates to Credible's executive team via weekly performance meetings, monthly deep dives, and quarterly business reviews, offering clear insights and action plans to drive accountability and alignment.Education and Experience, • Education: Bachelor's degree in Business, Finance, Marketing, or a related field is required. MBA or other advanced degree is a plus., • Industry Experience: 10+ years of experience in partnerships, business development, or strategic growth roles – with a track record of driving significant revenue through B2B partnerships or similar channels (fintech or consumer finance experience is highly desirable)., • P&L Management: Proven experience owning or managing a business unit or channel P&L, including setting financial targets, forecasting revenue, and managing expenses to achieve profitability., • Strategic Partnerships: Demonstrated success in building and expanding strategic partnerships end-to-end – from deal negotiation and contract execution to program launch and ongoing account growth., • Leadership: Strong leadership skills with experience managing and scaling teams., • Communication: Excellent communication and presentation abilities. Comfortable presenting to C-level executives and crafting compelling decks to articulate strategy, performance, and opportunities (strong deck-building skills are essential)., • Financial Acumen: High proficiency in financial modeling and analysis (advanced Excel or Google Sheets skills required) to inform decision-making and scenario planning., • Data-Driven Mindset: Analytical thinker with experience leveraging data and business intelligence tools (e.g. Tableau, Looker, or PowerBI) to drive insights and performance reporting (experience with such data platforms is a plus)., • Adaptability: Experience succeeding in fast-paced, ambiguous environments. Brings a calm, problem-solving approach to delivering results under pressure and tight deadlines., • Location: Must be able to work on-site in the NYC office at least 3 days per week as required. About You • Ownership mindset and proactivity — You take initiative and act like an owner of the business, proactively identifying opportunities and holding yourself accountable for delivering results., • Strategic vision with executional excellence — You can craft a forward-looking strategy for the publisher business and also roll up your sleeves to ensure plans are executed flawlessly, with attention to detail and quality., • Leadership and collaboration — You develop high-performing teams, communicate clearly, and excel at working cross-functionally. You build trust across the organization and with partners through integrity and transparency., • Analytical and data-driven approach — You leverage data and financial analysis at every step, using solid quantitative reasoning (and strong modeling skills) to inform decisions and drive continuous improvement., • Influential communication — You are an excellent communicator and negotiator, capable of engaging C-level partners and internal executives alike. You can articulate complex ideas in simple terms and persuade others to support key initiatives., • Resilience in ambiguity — You thrive in a dynamic, ambiguous environment. When faced with uncertainty or pressure, you stay focused and resourceful, quickly adapting strategies while maintaining momentum toward goals. Credible is open to hiring candidates in the following locations: New York Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, stock incentive plan, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents. View more details about Credible BenefitsFor high cost of labor markets such as but not limited to New York City: $148,800.00 - $170,000.00 Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we're the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we'll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION As a Defined Contribution Account Executive, you will lead the sales process to build integrations with vital partners for Pontera, specifically focusing on defined contribution recordkeepers. You will be in a high-impact role, tasked with bringing in partners capable of changing our company's trajectory. RESPONSIBILITIES • Play the lead role in managing a pipeline of key recordkeeper prospects, handling the full sales cycle from initial conversation through negotiation and close, • Map the buyers of our prospects. Understand the goals, plans, timeline, organizational structures, and personal motivations of your counterparts, • Leverage and lead cross-functional teams within Pontera to deliver best-in-class presentations to key decision makers, tailored specifically to their unique needs and priorities, • Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practicesREQUIREMENTS, • Professional experience negotiating and closing complex deals, preferably including selling new and innovative products and/or services to established buyers., • Excellent communicator with a demonstrated ability to effectively interact directly with all levels of buyers and influencers (verbal, written, presentation), • Excellent relationship builder, capable of winning buy-in from internal and external stakeholders, • Highly collaborative, organized, and process-driven, • Self-starter with ability to work in a fast paced, changing environment, • A sense of urgency and professional persistence, capable of bringing deals to a close, • Demonstrated track record of top performance, • Familiarity with Salesforce, Gong, Outreach, Monday.com, TableauWHAT WE OFFER, • Compensation: Base Salary: $130,000; OTE $250,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential, • Manage their own work schedule and establish an attractive work/life balance, • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development, • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy, • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates, • Help create competitive quotes when it is time to issue renewals or make updates to a current policy, • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates, • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understandingQualifications:, • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role, • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Associates or Bachelor’s degree required, or commensurate insurance industry experience, • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset, • Must have active insurance license in your state or must be willing to get licensed in 90 days, • MBA or previous management/team-building experience (Required), • Organized, detail-oriented, and excellent time management skills, • Ambitious, disciplined leaders who demonstrate the utmost professionalism, • Relationship building and networking abilities, exemplary interpersonal skills, • Coachable and the ability to work in a team-based environment, • J.D. (attorney) or M.B.A. is a Strong plus, • Sales experience is not required, but is a plus, • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate), • Life & Health Insurance License not required (company will pay for sponsorship), • Financial Industry background is a plus; however, financial or insurance sales experience is not required, • Personal Transportation will be required for this position, • Must be a U.S. Citizen or a Permanent residentAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $120,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Must have effective relationship management skills, • Must have the ability to successfully network and prospect for new clientsAbout Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job DescriptionCompany Description Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society. The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through eighteen professional master's degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good. Job Description Columbia University School of Professional Studies seeks candidates for the role of part-time Lecturer to teach the 6-week Client Communications portion of the 12-week graduate-level course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholar-practitioners with relevant academic and industry experience are invited to apply. Insurance Planning and Client Communications is a redesigned 12-week course that integrates two critical areas of advanced wealth management: technical insurance planning and strategic client communication. The 6-week Client Communications segment is designed for experienced advisors seeking to deepen client relationships and navigate complex interpersonal dynamics. This advanced module goes beyond foundational communication skills to tackle high-level scenarios such as recovering from mistakes, managing difficult family or spousal dynamics, and building trust through transparency, empathy, and credibility. In addition to client-facing strategies, this segment will continue to expand advisor self-awareness and counter-transference concerns which were initially addressed in the Financial Psychology course. This section will include additional strategies and practices for how to identify and manage personal biases that may unconsciously influence decision-making, communication, or relationship-building. As artificial intelligence increasingly supports data-driven recommendations, the human role in contextualizing and interpreting those outputs becomes more critical. Advisors will examine how their own perspectives and assumptions shape client interactions, and how these biases can impact trust, service, and outcomes in a tech-enhanced advisory environment. The course also covers the strategic use of communication technology to foster meaningful engagement and deliver scalable, personalized service. Participants will learn how to align communication approaches with business goals, using digital platforms to support both relationship development and operational efficiency. Finally, the Client Communications segment integrates communication with business development and practice management. Topics include advanced sales techniques, lead tracking, funnel management, and measuring the ROI of client-facing efforts. By the end of the course, students will be equipped to lead a modern, human-centric advisory practice that leverages both digital tools and deep interpersonal insight. The ideal candidate will bring both subject matter expertise and real-world experience to prepare students for the complex interpersonal and business challenges of today’s wealth management environment. Roles This position will involve two components. First, the candidate will be appointed as Academic Program Support (a part-time administrative appointment) to lead in developing the course syllabus, sourcing course materials, and producing content for online modules during a 16-week review cycle--from September – December 2025, and record the videos and create the online content in the Canvas Learning Management system from January 2026 - May 2026. The candidate will then be appointed as an adjunct Lecturer to teach the course in an online format in a 6-week semester schedule during the second-half of the summer of 2026. The Wealth Management program is online and asynchronous, designed for the convenience of working professionals. This program will allow students to complete the education requirement for the CFP® certification. Students have the flexibility to watch pre-recorded lectures and presentations, stream video content, access virtual libraries, and participate in structured virtual group activities and discussions. Serving as an adjunct Lecturer provides an outstanding opportunity to educate and mentor students in the field of wealth management as well as to form a rewarding professional relationship with Columbia University’s world-class faculty. Candidates should have a demonstrated understanding of applied trends that are driving best practice in the field. Responsibilities * Pre-record lectures and presentations for students to watch * Lead preparation of course materials focused on problem-based learning, including overseeing the course Canvas web page (learning management system) and assigning reading and projects designed to meet the learning objectives of the class * Ensure that the curriculum incorporates the relevant CFP® required topics * Monitor and respond to student concerns and inquiries; conduct at least 2 hours of weekly office hours * Evaluate and grade student assessments and work * Participate regularly in the bi-monthly lecturer online meetings * Attend the three day in-person residencies (August and December) Qualifications Columbia University SPS operates under a scholar-practitioner faculty model, inviting candidates who combine robust academic expertise with substantial industry experience to enhance student learning through real-world perspective. Requirements * Master’s degree or higher with a focus in finance, wealth management, financial planning, or a closely related field. * Demonstrated expertise and advanced knowledge in financial planning and wealth management, including but not limited to: accounting, corporate finance, investment planning, insurance planning, tax planning, retirement planning, and estate planning. * Substantial professional experience working with ultra-high net worth individuals and/or families, preferably within wealth management firms or family office settings. * Solid understanding of wealth management business models and the contemporary landscape of advisory practices. Preferred Skills & Experience * Minimum of 10 years of direct professional experience in financial planning, wealth management, or family office advisory roles, with a track record of advancing client relationships and managing complex interpersonal dynamics. * At least 2 years of experience teaching or leading educational programs in a university or graduate-level setting, preferably in a related discipline. * Expertise in advanced client communication tailored to wealth management. * Familiarity with financial psychology concepts, including self-awareness and bias management, especially with respect to decision-making and client interaction. * Experience with the strategic use of digital communication tools and platforms to engage clients, deliver personalized service, and support business development, including lead generation, funnel management, and ROI assessment of client-facing efforts. * Ability to integrate communication theory with business development practices, and to teach the application of technology in client engagement and practice management. * Commitment to preparing students for the interpersonal, ethical, and technological complexities of today’s modern and human-centric advisory practices. * Candidates should have a passion for teaching, strong interpersonal and communication skills, and the ability to connect academic material to contemporary industry practices. Those with both practical leadership experience in wealth management and instructional or curriculum design expertise are especially encouraged to apply. * Solid knowledge and academic foundation as it relates to theories, principles, and practices of wealth management. * Deep and current knowledge of the CFP® curriculum, with the ability to integrate these technical topics into applied educational scenarios. Additional Information Compensation - $4,492 for the two-cycle course development in Fall ‘25 and Spring '26 ; $8,115 for summer ‘26 course delivery. Note: To comply with the University's Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Vermont, Virginia, Washington or Washington DC). Review of applications begins immediately and will continue until positions are filled. All applicants, please provide: * Resume/CV inclusive of university teaching experience -- highlight teaching at the graduate level * Please submit any evidence of teaching effectiveness (Students Evaluation of Teaching results, Teaching Observation summaries, etc.) All your information will be kept confidential according to EEO guidelines.

Job DescriptionSTATEMENT OF AGENCY Commonpoint is a multifaceted community center dedicated to sustaining and enhancing the quality of individual, family and communal life throughout New York City, offering services to people of all ages, ability levels, stages of life and backgrounds. They strive to meet the evolving needs of their community of over 100,000 members ranging from providing in-school and after-school programs, professional and career development, assistance with food insecurity, legal services, financial counseling, mental health services, senior classes, dementia care programs, and tax preparation assistance to name a few. Commonpoint has grown tremendously in the last five years and now has a mission-driven staff of 3,000 and over 80 sites in the five boroughs. Within our framework of a holistic, strength-focused, and family-supported practice, an individual is hired as a Persistence Advisor in the High School and College Success division and will report directly to the Assistant Director of College Access & Persistence. The Persistence Program provides individual academic and social-emotional support services to our new, continuing, and transfer students. Supports include assisting with transition and enrollment, providing resources and opportunities for students to explore career and degree options as well as self-advocacy skills. Education & Qualifications: • Master's degree required, preferably in Social Work, Counseling, School Counseling, School Psychology, or a related field from an accredited university; Bilingual - Spanish extension is strongly preferred, • 2-3 years of graduate school field placement or work experience within either a youth-focused or education-focused agency, • Prior experience working with high school and college students is a plus, • Highly detail-oriented and organized approach to tasks while able to meet competing deadlines, • Exceptional communication skills: verbal, written, interpersonal (phone and in-person), • Demonstrates unequivocal passion for closing the achievement and opportunity gap, • Self-starter who can work independently and collaboratively in a group, is team-oriented, has a growth mindset, and is willing to do what it takes to get the work done (whether it is their specifically assigned task or not), • Proficient in Google Suite, and experience using Database/CMS program preferred (e.g. Salesforce, National Student Clearinghouse), • Must be able to travel, • Prior workshop/seminar development and implementation experience preferred; prior college counseling experience strongly preferred., • Must have excellent organizational, teamwork, verbal, and written communication skills., • Create engaging and relevant activities for students and their families connected to college success., • Ability to work evenings and weekends., • May require overnight travel., • Ability to travel to multiple sites including CUNY and SUNY college campuses., • Foster and manage relationships with college personnel, including college administrators, professors, and staff who provide student support services., • Experience working with a diverse group of students and ability to support students as a liaison., • Strong relationship-building and group facilitation capabilities, incorporating cross-cultural sensitivity., • Deep understanding of positive youth development, education learning standards, and issues facing immigrant and first-generation youth in the U.S., • College guidance experience and strong knowledge of college applications, opportunity programs (HEOP/SEEK/CD/EOP), financial aid and scholarship process, and college portals., • Ability to research and develop opportunities for alumni., • Ability to develop partnerships, work with and in teams., • Takes initiative and has the ability to solve problems., • Energized by the idea and process of creating and implementing new initiatives., • Identify gaps in services based on best practices in retention and create programs to improve student success., • Develop student records and portfolios, including academic monitoring and an early warning system to address risks to retention., • Maintain a schedule for regular outreach to students in the program via phone, text, email, virtual, and in-person communications., • Promote and implement the Core Values of the Community Center., • Participation in all staff meetings and staff training seminars., • Participation in agency-wide programs and program committees, as assigned., • Active involvement as a supervisee in the supervision process., • Support the mission of Commonpoint.

Job Description We are seeking an experienced Director of Finance to lead financial strategy and operations at our New York office. This is a high-impact leadership role responsible for driving revenue planning, budgeting, and financial forecasting while implementing modern tools and streamlining processes. You’ll work closely with senior leadership and a global finance team to shape and execute the financial vision of the firm. Key Responsibilities: • Lead budgeting, revenue planning, and forecasting to align with business goals., • Develop and execute multi-year strategic financial plans., • Drive improvements in financial reporting to deliver clear, actionable insights., • Identify and implement process improvements and tech-driven solutions—including AI tools—to boost efficiency., • Partner with global counterparts to ensure cohesive financial strategy across regions., • Use Power BI and other analytics tools to support business transformation., • Build, lead, and mentor a high-performing finance team across locations., • Oversee cash flow management to ensure financial health and operational resilience., • Proven leadership experience in a senior finance role, ideally within a professional services environment., • Strong background in budgeting, forecasting, and long-term financial planning., • Hands-on experience with financial systems and analytics platforms (e.g., Power BI)., • Track record of implementing process improvements and digital transformation initiatives., • Excellent communication and leadership skills, with the ability to influence across all levels., • Hybrid model: 3 days/week in-office in Manhattan., • Fast-paced, collaborative, and results-oriented culture. • Minimum of 10 years of experience in finance, with a preference for backgrounds in legal or detail-oriented services., • Proven expertise in managing revenue planning, budgeting, and financial analysis processes., • Strong leadership experience, including building and managing teams across multiple locations., • Familiarity with working in a global team environment and navigating cross-cultural dynamics., • Proficiency in Power BI and experience with business transformation initiatives., • Strong skills in strategic planning, cash flow forecasting, and financial reporting., • Excellent communication and interpersonal skills, with the ability to influence senior stakeholders.

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 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 The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job DescriptionMortgage Advisor (Training Provided) Full-Time | Commission-Based | Licensing (Pre-Employment) & Training Included Job Summary: Are you ready to build a career with uncapped potential? Ark Mortgage is seeking ambitious, driven individuals to join our team as Mortgage Advisors. This is a full-time, commission-based role with no prior experience required. We provide hands-on training, mentorship, and ongoing support. If you’re motivated to succeed and passionate about helping people achieve homeownership, we’ll give you the tools to thrive.Job Responsibilities: • Advise and guide clients through the mortgage process from initial inquiry to closing, providing clear, consistent communication and support at each step, • Assess borrowers’ financial profiles—income, credit, assets, liabilities—to recommend loan products aligned with their goals and qualifications, • Educate clients on mortgage programs, rates, terms, and the homebuying process to support informed decisions, • Conduct consultations to evaluate borrower needs, establish trust, and move qualified leads forward, • Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys, • Maintain a healthy sales pipeline through diligent follow-up using CRM and marketing tools, • Collect and review borrower documentation to ensure file accuracy and completeness in accordance with lending guidelines, • Collaborate with internal processing and underwriting teams to ensure smooth, timely, and compliant loan closings, • Stay current on market trends, lending products, and industry regulations to deliver knowledgeable and relevant advice, • Participate in ongoing training and development to strengthen sales, finance, and product knowledgeQualifications:, • Ability to obtain NMLS license (company provides training and support prior to employment), • Strong drive to succeed in a competitive, performance-based environment, • Passion for helping others and delivering high-quality client experience, • Honesty, accountability, and a strong work ethic, • Financial acumen and ability to learn mortgage products and guidelines, • Excellent communication and interpersonal skills, • Tech-savvy with the ability to manage CRM systems and digital tools, • Community involvement or a desire to actively network and engage locallyWhat We Offer:, • Commission-based compensation with uncapped earning potential, • Best-in-class training in sales and mortgage lending, • Pre-employment NMLS licensing support, • Custom marketing tools and CRM technology, • Strong operational support from processing and underwriting teams, • Sales incentivesArk Mortgage Inc. supports and is committed to equal employment opportunity for all personnel. Ark Mortgage Inc. does not discriminate against applicants or employees because of actual or perceived race, color, religion, creed, national origin, ancestry, citizenship status, alienage, sex/gender, pregnancy, childbirth or related medical condition, sexual orientation, marital status, partnership status, predisposing genetic characteristics, genetic information, protected activity (i.e., opposition to prohibited discrimination or harassment, and participation in proceedings covered by the anti-discrimination statutes), age, uniformed service, veterans status, unemployment status, domestic violence victim status, disability or any other category protected by applicable law. All employment decisions are made on a non-discriminatory basis and in compliance with applicable federal, state and local laws prohibiting discrimination in employment. Ark Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Powered by JazzHR B3OyqfKGK3

Job Description HR Business Partner Location: New York, NY Employment Type: Full-Time, Hybrid About the Role We are seeking a strategic and dynamic HR Business Partner to join one of our financial services clients in New York City. This role will be instrumental in driving talent management and development initiatives that align with their business goals. The ideal candidate will be a proactive advisor and collaborator, with a strong background in building high-performing teams and fostering a culture of growth and engagement. Key Responsibilities * Partner with senior leadership to develop and execute talent strategies that support business objectives. * Lead initiatives in talent development, including succession planning, leadership development, and career pathing. * Provide coaching and guidance to managers on performance management, employee relations, and organizational design. * Analyze HR metrics to identify trends and recommend solutions to improve employee engagement and retention. * Collaborate with Learning & Development to design and implement impactful training programs. * Support change management efforts and organizational transformation projects. * Ensure compliance with local, state, and federal employment laws and regulations. Qualifications * Bachelor’s or Master’s degree in Human Resources, Organizational Psychology, or a related field (required). * Experience working in a fast-paced, matrixed environment is a required. * Minimum of 5+ years of HR experience, with a strong focus on Talent Management and Development. * Proven ability to influence and build relationships across all levels of the organization. * Strong analytical and problem-solving skills. * Excellent communication, facilitation, and presentation skills. Salary & Benefits * Salary Range: $130,000 – $160,000 (based on experience) * Comprehensive health, dental, and vision insurance * 401(k) with company match * Generous paid time off and holidays * Professional development and tuition reimbursement programs * Hybrid work flexibility * Employee wellness and assistance programs Pay Details: $130,000.00 to $160,000.00 per year Search managed by: Stephanie Catoggio Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Turn ambition into action. 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. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a collaborative team player willing to further develop through continued training opportunities, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Complete Life and Health certification within 45 daysQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization in New York City. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Qualifications, • Drive to improve the minds and lives of students in and out of the classroom, • Evidence of self-motivation, willingness to be a team player, and has a strong sense of personal responsibility;, • Ideal candidates are hard-working, urgent, energetic, and are willing to learn and adapt;, • Is extremely reflective and constantly wants to improve;, • is flexible and enjoys dealing with unpredictability;, • Strong time management skills; ability to manage multiple tasks simultaneously and meet tight deadlines;, • A strong candidate will possess strong organizational skills, communication skills (particularly with children), and problem solving skills;, • Interest in performing a critical support role and the ability to excel in a fast-paced, entrepreneurial, results-oriented environment;, • Prior experience working in schools and/or urban communities is preferred but not required;, • Relentless commitment to mission of educating urban students. Belief in and alignment with Uncommon’s core beliefs and educational philosophy is non-negotiable., • Prior to the start of employment, you must have a bachelor's degree from an accredited college or university. Certification is not required to be hired at Uncommon, but you do need to meet NY state certification eligibility requirements. To meet these requirements, you must enroll in a teacher preparation program and maintain a GPA of 2.5 or higher during your employment with us if you do not have a degree in education. Uncommon Schools teachers are required to become certified in the state of New York within a reasonable period after beginning employment. Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation The compensation for this role is $60,000. • The range above represents our compensation scales for the 2025-2026 school year. If starting prior to June 30th, 2025, compensation will be based on a slightly lower range, reflective of current compensation scales. New hires who fall into this category will see an increase in their compensation starting on July 1st, 2025 for next school year which aligns to the scale above. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Job Description Title: Director/Partner - RCI Department: Regulatory Compliance & Investigations Supervises: Senior Managers and staff below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking a dynamic and accomplished Director or Partner here at Anchin to expand our Regulatory Compliance and Investigations (RCI) practice. This individual will play a key role in expanding our advisory services by driving strategic growth initiatives, leading high-impact client engagements, and mentoring a team of professionals. The ideal candidate brings deep technical knowledge in regulatory compliance, corporate investigations, and forensic accounting. A strong track record in business development and client relationship management is required. RESPONSIBILITIES: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice's footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 15+ years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Proven success in a business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.)., • Experience managing cross-functional teams and complex investigations across industries., • Excellent communication, presentation, and relationship-building skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: To be a valued member of Anchin's real estate team as tax and business advisor delivering real estate industry-focused tax advisory and compliance services. You will become a trusted advisor to the clients you serve by providing solutions to a variety of complex tax and business issues. As a result, you will deepen your industry expertise and knowledge while furthering your career. You will work with team and firm leadership to grow the business, having a direct impact on your and the firm's success. You will have the opportunity to participate in business development and thought leadership activities. Moreover, you will lead and mentor a very talented real estate team. RESPONSIBILITIES: • A member and leader of a valued engagement team providing federal, state, and local tax compliance and consulting services to real estate clients., • Lead and develop client relationships., • Consult daily with clients regarding tax and business matters., • Proactively deliver exceptional client service in a timely, professional, and accurate manner., • Provide tax planning and savings opportunities to the client., • Identify opportunities to provide additional consultative solutions and services that will provide value to the client., • Work with the other tax consulting services pertaining to tax matters in the state and local, high net worth, international, research and development, cost segregation and other advisory services., • Be involved in Business Development and Thought Leadership activities., • Assist with all areas of client engagement regarding staffing, billing, and engagement economics., • Cultivate career lasting relationships with your colleagues and clients. Education: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • 8+ years experience providing federal tax compliance and consulting services to real estate clients in a professional services firm, including supervising, mentoring and counseling associates., • Demonstrated leadership, project management, communication and analytical skills., • A track record of providing exceptional client service. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Manager, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: Supervisors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Manager here at Anchin plays a crucial role in overseeing and managing tax-related matters within the technology and professional services group. You will also foster relationships with clients and take a consultative approach to getting to know them, their needs, their challenges, and goals, in order to become their trusted advisor. RESPONSIBILITIES: • Ensure accurate and timely preparation of tax returns for technology and professional services clients., • Stay updated on tax laws and regulations relevant to the industries., • Implement strategies to minimize tax liability and optimize benefits for clients., • Timely and proactively communicate with clients on engagement status, serving as the primary service contact., • Foster relationships with clients and take a consultative approach to getting to know them, their needs, their challenges, and goals to become their trusted advisor., • Provide guidance on tax-related queries and assist clients in understanding complex tax issues while identifying opportunities to expand service offerings to existing clients., • Supervise and mentor tax team members, guiding on technical matters and career development, while fostering a collaborative and high-performance team culture., • Manage Tax Supervisors' and Tax Seniors' workloads and deadlines effectively to secure timely deliverables, while ensuring the team has clear roles and goals aligned to the firm's business objectives. Education: • Bachelor's degree in Accounting, Finance, or related field., • 5+ years of experience in tax, with a focus on technology and professional services-related industries., • Strong knowledge of tax laws and regulations., • Leadership experience, with the ability to manage and motivate a team., • Great analytical and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job 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 About Alethea Founded in 2019, Alethea is a technology company dedicated to detecting and mitigating online risks, disinformation, and social media manipulation. We help our clients successfully navigate today's complex digital landscape, protecting their brands, reputations, employee safety, and financial outcomes through industry-leading investigation and mitigation services. Position Overview We are seeking a strategic, data-driven Strategic Sales Director to join our sales team. This role is suited for a seasoned sales professional who thrives in a startup environment, excels at managing complex enterprise-level deals, and possesses a strong background in security, communications, or related industries. The successful candidate will drive revenue growth by leveraging strategic insights to develop and close high-value opportunities, building deep relationships with senior-level stakeholders, and clearly articulating the differentiated value of our platform. Responsibilities • Strategic Business Development: Identify, qualify, and develop large-scale business opportunities, leveraging strategic insights and deep market knowledge to grow Alethea's footprint., • Complex Deal Management: Lead and manage complex sales cycles involving multiple stakeholders, negotiating terms and structuring contracts that deliver mutual value., • Executive Relationship Management: Establish and maintain high-level relationships with key decision-makers, including C-suite executives, ensuring ongoing strategic alignment and customer satisfaction., • Consultative Selling: Deeply understand client challenges and strategically position Alethea's solutions as critical components in addressing their business needs., • Sales Strategy Execution: Develop and implement strategic sales plans designed to consistently achieve or exceed revenue targets., • Persuasive Communication: Deliver high-impact sales presentations and demonstrations that clearly articulate the strategic benefits and unique value of our solutions., • Pipeline and Forecast Management: Accurately manage the sales pipeline from prospecting through negotiation and closure, providing precise forecasting and ensuring timely follow-ups., • Cross-Functional Collaboration: Collaborate closely with internal teams, including marketing, customer success, product development, and intelligence analysts, to enhance customer engagement and optimize the client experience., • Market Intelligence: Continuously monitor industry trends, competitive dynamics, and market shifts to inform strategic decision-making and positioning., • Bachelor's degree in Business Administration, Marketing, or a related field (preferred)., • 5+ years of progressive sales experience with a proven track record of successfully managing and closing complex, enterprise-level deals, particularly within the security, communications, or data analytics sectors., • Exceptional strategic insight and demonstrated ability to leverage data-driven sales approaches., • Strong negotiation, communication, and interpersonal skills, with the ability to influence senior stakeholders., • Highly organized and emotionally intelligent, adept at navigating dynamic startup environments., • Growth-oriented mindset, with enthusiasm for mastering complex topics such as misinformation and disinformation., • Salary and stock options are negotiated based on experience. The total compensation range for this position is $150,000 to $350,000 (base+commission) per year, depending on the candidate's skills, experience, and qualifications. In addition to cash compensation, this role is eligible for a stock option grant., • Healthcare at the gold-tier level, dental, and vision is fully funded by the employer. 50% of dependent coverage is provided by the employer. Additional benefits include employer provided life and AD&D insurance and an Employee Assistance Program with a variety of services, including generous Mental Wellbeing support., • Flexible vacation, sick leave, including office closure between Christmas and New Year's., • Employees may also participate in an Employer sponsored 401k, after their 6-month anniversary, with a 3% match. Health Savings (HSAs) and flexible spending accounts (FSAs) are also offered., • Hybrid work environment, with 3 days per week required in office in Washington, D.C or New York.

Job Description Role: Regional Sales Consulting Manager Regional Sales Consulting Manager directly interacts with our prospective customers to analyze their requirements, configure and demonstrate a value-oriented solution, and enlighten the prospects on potential pathways to success. We are committed to being a trusted advisor to our prospects and are devoted to their success. Responsibilities: As a subject matter expert, the Regional Sales Consulting Manager provides direction and specialist knowledge in applying the technology/application to client business. Facilitation of prospect product/application understanding through presentations, demonstrations, and setting a vision for how ITC will improve their daily operations and drive them towards their business objectives. As a Regional Sales Consulting Manager, you will be responsible for providing presales support to prospective clients while helping to ensure their success with minimal supervision. Acts as a functional and technical resource for less experienced Sales Consultants. Perform needs gathering and requirement analysis for prospective customers. Develop and deliver high quality standard ITC presentations and demonstrations, articulating advanced product features and benefits, product future direction and overall ITC solutions to all levels including line of business managers, technical engineers, and "C" level executives. Design, validate, and present the ITC software solutions to include advanced product concepts, future direction, and 3rd party complimentary products. Provide input to other cross-functional departments pertaining to prospect requests and product enhancements as needed. Maintain opportunity updates within our internal sales force automation system to manage and prioritize sales opportunities. Career Level RM1 Responsibilities Skills: • 7 or more years of relevant Software, Technology Sales, • Relative industry experience in Healthcare Services, Financial Services, Transportation & Logistics and/or Construction with demonstrated understanding of the industry and appropriate acumen., • Strong verbal and written communication skills: needs analysis, value positioning, business justification, closing techniques, presentation skills., • Experience supporting the sales cycle in CRM, ERP and accounting applications for software organizations preferred., • Previous application experience in one or more of the following desired: SAP e-Business Suite, PeopleSoft, Sage Intacct, Epicor/Aptos, SAP, Quickbooks, AccPac, Best Software-MAS Series, Sales Logix, Siebel or Salesforce.com, • Solid presentation and interpersonal skills., • Proven track record of increasing deal size and accelerating the buying process., • Successful quota achievement., • Prior experience in sales, sales consulting, or software consulting is optimal., • Demonstrated proficiency in multi-user operating system or ERPs., • Demonstrated ability to solve complex business problems with accounts in complex technical environments., • Ability to travel as needed ~ 20% - 40%., • BS degree or equivalent; advanced degree desirable. Regional Management Opportunities 1% Override on Direct Reports for developing the assigned territory • Qualifications Disclaimer: Certain customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. Range and benefit information provided in this posting are specific to the stated locations only

Job DescriptionMoxie Strategies Position: Vice President of Client Management Location: New York, NY Who We Are: Moxie Strategies isn’t just a firm - it’s a force. We shape conversations, move policy, and craft campaigns that drive results. Founded and led by women, minorities, and LGBTQIA+ professionals, we bring deep expertise across healthcare, energy, higher education, infrastructure, labor, corporate, and nonprofit sectors. Our tagline, Unique Depth. Bold Impact., reflects exactly how we operate. We dive deep into data, strategy, and storytelling - because surface-level solutions don’t cut it. We understand the nuances, anticipate challenges, and craft strategies that make a lasting impact. We combine that depth with bold execution, ensuring that every campaign, message, and action is designed to move the needle where it matters. Our team includes data scientists, campaign strategists, media experts, and Emmy-winning creatives who understand how to craft and execute high-impact campaigns. We are problem-solvers, communicators, and strategists who turn complex challenges into clear, actionable solutions. Moxie means having guts, vision, and the drive to win. Sound like you? Keep reading. The Role: Vice President, Client Management We’re looking for a leader. Someone who thrives on solving big problems and delivering smart, strategic counsel to clients who play in high-stakes arenas. As Vice President of Client Management, you’ll own relationships with major clients, ensuring they get the expertise, strategy, and execution they need to win in the public domain. This is not a backseat role. You’ll be the trusted advisor, the strategic partner, the project manager, and the driving force behind major initiatives. What You’ll Do: • Client Leadership & Engagement:, • Serve as the go-to advisor for key New York-based clients, ensuring their priorities and goals are met and exceeded., • Build relationships that last. Clients should see you as an indispensable strategist, problem-solver, and partner., • Oversee the execution of complex, high-stakes campaigns, ensuring deadlines, budgets, and deliverables are flawless., • Identify new ways to enhance strategy, efficiency, and innovation in client engagement., • Business Growth & Thought Leadership, • Spot opportunities. Identify ways to expand client engagements and introduce new services., • Lead and contribute to high-profile pitches, proposals, and presentations., • Represent Moxie Strategies at industry events, networking forums, and thought leadership platforms., • Team Leadership & Execution, • Mentor and develop junior staff, fostering a culture of excellence, creativity, and accountability., • Refine and optimize internal workflows—because efficiency drives impact., • Set the bar high. Elevate the firm’s standards for execution, innovation, and results.What We’re Looking For:, • 5+ years of experience in client management, public affairs, communications, government, or a related field., • A proven track record of leading high-impact campaigns and complex projects., • Strong leadership skills - you inspire, mentor, and manage with confidence., • Exceptional communication skills, • A strategic mindset and a tactical edge - you see the big picture and handle the details., • Deep knowledge of New York’s political, corporate, and nonprofit landscape, • Health & Wellness:, • Competitive medical, dental, and vision insurance plans, • Pre-tax Flexible Spending and Commuter Savings Account, • Financial Security:, • Competitive salary based on experience, • Performance-based bonus structure with growth potential, • Opportunity for future participation in our profit-sharing program, • 401(k) retirement plan with a 3% company contribution of your base salary, • Life insurance, • Work-Life Balance:, • Generous paid time off (PTO) and company holidays, • Flexible work arrangements, including hybrid options (role-specific), • Paid parental leave and family support, • Professional Growth:, • The opportunity to lead impactful projects within a dynamic and inclusive environment., • Collaboration with a team of accomplished professionals dedicated to driving change., • Access to industry conferences, training, and certifications, • Career development and mentorship opportunitiesWe’re committed to creating an inclusive and supportive environment where everyone can thrive. Join us and experience a workplace that values your contributions, invests in your growth, and celebrates your success. 🚀 Let’s build something bold. Powered by JazzHR Pjz70iXqYK

Job Description Title: Tax Senior, Architecture, Engineering & Construction Department: Tax, Architecture, Engineering & Construction (AEC) Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior specializing in the Architecture, Engineering, and Construction (AEC) group here at Anchin, you will be responsible for managing and coordinating tax compliance and advisory services for our clients in the AEC industry. The ideal candidate will have a strong background in tax accounting, excellent analytical skills, and the ability to build and maintain client relationships. RESPONSIBILITIES: Primary: • Prepare and review federal and state income tax returns for individuals, corporations, partnerships, and trusts in the AEC industry., • Conduct tax research and provide technical expertise on various tax issues and regulations., • Assist clients with tax planning and advisory services to optimize tax strategies and ensure compliance., • Coordinate and manage tax audits and respond to inquiries from tax authorities., • Mentor junior tax staff, providing guidance and support in their professional development., • Collaborate with other departments to deliver comprehensive and integrated tax solutions., • Stay current on tax laws, regulations, and industry trends to ensure the firm's services remain competitive and relevant. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 2+ years of experience in tax, with a focus on the AEC industry., • Strong knowledge of tax laws and regulations., • Good analytical and problem-solving skills., • Great communication and client relationship skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionCompany Description Jellyfish is a full service global digital agency, combining strategy, creative, data and media buying and planning expertise with technology under one integrated roof. With almost 2,000 Jellies across 38 offices worldwide, we are the unconventional global marketing partner of the future. We understand both brand and activation. We ensure our clients reach, influence and connect with the right audiences and fans based on data that reveals the insights to deliver exceptional creative solutions across any platform. In short, we create and deliver culturally relevant creativity that cuts through the clutter and sets hearts (and feeds) on fire. As part of the Brandtech Group we're at the forefront of the deployment of GenAI tools across every aspect of what we do and in PencilPro we have the world's No 1 generative AI platform, revolutionizing the process of creative production, distribution and performance prediction. Job Description The expected salary range for this role is $140,000 - 170,000 USD per year. Reporting to our VP, Client Management, the Account Director is responsible for driving client success, ensuring profitability, and fostering a high-performance team culture. Your extensive experience in managing brand and performance media will allow you to serve as a strategic advisor to clients, aligning Jellyfish's solutions with their business objectives while proactively identifying opportunities for growth, innovation, and cultural connection to drive impact both internally and externally. Additionally, you will mentor and support Senior Account Managers (SAMs) and Account Managers (AMs) while also identifying opportunities and challenges with the VP or Client Partner ensuring operational excellence and cross-functional collaboration. Your responsibilities will include: • Ensure best-in-class delivery to clients: be obsessed with their business, demand excellence and ensure work is accurate, bespoke to client and impactful to clients, • A comprehensive understanding of the service your client is using: robust media knowledge, a thorough understanding of the production/creative process etc., • Drive cross-team collaboration to deliver integrated, client-centric solutions, • Lead all cross functional responses, define outline/outputs from capability teams and responsible to review prior to ensure high client satisfaction, • Lead QBRs with the cross functional teams and support the execution of client growth plans, • Implement foundational best practices such as conference reports, timeline management w/PM/IP, roles & responsibilities to deliver client responses, proper internal check-ins, etc, • Optimise team resources to enhance client (and internal) team satisfaction and profitability: identify process improvements, flag issues to VP/Client Partner and Capability teams and work to resolve, • Drive client growth by achieving set targets and identifying expansion opportunities, • Stay ahead of industry trends and contribute to marketing and innovation efforts, • Mentor and support SAMs and AMs to foster a high-performing team, • Implement best-in-class Client Management practices and financial reporting such as client forecasts, invoicing, budget reconciliation, • Strengthen client relationships through engagement in events, webinars, Thought Leadership and case studies, • Provide strategic guidance and develop high-quality briefs aligned with client objectives, • Anticipate client needs, proactively address problems: offer innovative solutions, and drive strong NPS scores and retention, • Identify and implement operational improvements, • Delegate effectively to build confidence and capabilities in SAMs and AMs, • Foster a culture of excellence, collaboration, and continuous improvement, • Support onboarding and development of new hires with structured training plansQualifications, • Strong Understanding of Brand Media: You are an expert in client engagement for brand media clients and understand the impact innovative and disruptive media executions can have on driving long term performance/ROI., • Good Commercial knowledge: Ability to build teams and scopes fit for client purpose, and know how to optimize to improve profitability and outputs, • New Business Experience: Experience in participating in new business. Have a POV on pitch narrative, support / partner with Growth team on end-end process, • Effective Communication and Presentation: Consistently delivers clear, persuasive, and actionable recommendations to internal teams and clients, • Technical Expertise, plus breadth of knowledge: Client Management Directors should be technically excellent in their 'bent' (e.g. media/production) with a comprehension of the breath of JF offerings to be able to identify potential growth opportunities, • Strategic Use of Data and Tools: Regularly uses platforms like Google Analytics to analyse performance data, generate insights, and guide decision-making that optimizes client outcomes and maximizes ROI, • Strategic Thinking: Ability to anticipate client needs, proactively identify opportunities, and drive results, • Proactive Problem-Solving: Tackles challenges with a calm, solutions-oriented mindset, resolving conflicts and identifying opportunities to strengthen processes, improve outcomes, and enhance client relationships, • Collaboration and Team Leadership: Actively contribute to a collaborative, high-performing work environment by leading cross-functional teams effectively, fostering open communication, and ensuring the timely delivery of complex projects., • Commitment to Excellence: Demonstrates exceptional attention to detail by producing high-quality work that consistently meets or exceeds expectations, setting a standard of excellence for the team, and ensuring positive client satisfaction scores, • Business Acumen: Ability to align Jellyfish's solutions with client business objectives and drive account growth, • CRM & Data Management: Experience managing client data in Salesforce or similar systems, ensuring accuracy and integrity, • Leadership & Mentorship: Proven ability to guide and support junior team members, fostering professional growth and development Note: We emphasize skills, expertise and behavioral attributes over years of experience and traditional degrees. If you want to join our collaborative team, we invite you to apply today with your CV in English. Additional Information Join Jellyfish and experience a workplace where we prioritize your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs. Reward: You'll receive a loyalty salary increase on your Jellyfish anniversary, in addition to our company-wide annual bonus and 401k retirement plan. Healthcare plans: Have peace of mind with our healthcare, vision and dental insurance, plus short and long-term disability and life cover. Custom Work Environment: Work remotely for up to 60% of your days Family Support: Enjoy 14 weeks of paid leave for primary caregivers and 4 weeks of paid leave for secondary caregivers. Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to . #LI-Hybrid

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job Description Explore a career as a Financial Planner! Take your career to the next level at Prudential Advisors. Change your life by helping others change theirs. We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. 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. Compensation: $50,000 - $75,000 at plan earnings Responsibilities: The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • 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 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, • 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 opportunityAbout 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 DescriptionAt Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence. What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved. Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here! We are seeking a highly analytical, self-motivated Solution Architect with deep expertise in Retail/Supply Chain Planning and Financial Planning/CPM solutions to join our Professional Services team. This strategic role blends technical acumen with business insight to drive transformative change across the Retail, CPG, and Manufacturing sectors. You will lead complex projects, design and implement best-in-class planning solutions, and serve as a trusted advisor to clients. Your ability to combine technical depth with functional expertise will be crucial in fostering adoption, building long-term relationships, and identifying new opportunities for innovation. Key Responsibilities: • Lead end-to-end delivery of S&OP, Retail Planning, or Corporate Performance Management (CPM) solutions., • Partner with clients to analyze business needs, gather requirements, and design scalable, future-proof solutions., • Serve as a technical and functional guide for project teams, ensuring high-quality implementations aligned with client goals., • Translate complex business requirements into robust solution architectures using best practices and cutting-edge technology., • Act as a subject matter expert in planning and performance management domains internally and externally., • Manage stakeholder relationships, establishing credibility with C-level executives, technical teams, and business users., • Support pre-sales efforts including Proof of Concept (POC) development and solution demonstrations., • Stay current on industry trends and emerging technologies in BI, S&OP, predictive analytics, and performance management., • Create knowledge assets such as whitepapers, reference architectures, and reusable frameworks., • Provide mentorship, training, and leadership within internal teams and during client engagements.Qualifications & Skills:, • 8+ years of experience in BI, Retail, FP&A, Supply Chain, or CPM solution implementations., • Proven expertise in at least one core area: Supply Chain Planning, Retail Planning, or Financial Planning., • Strong knowledge of multi-dimensional modelling, relational databases, and data integration., • Hands-on experience with tools such as Board, Anaplan, SAP IBP, Oracle, or TM1 is highly desirable., • Demonstrated ability to lead cross-functional teams and deliver on-time, high-impact projects., • Excellent client-facing skills, with the ability to present to executive stakeholders., • Strong problem-solving mindset and a passion for innovation in planning and analytics. Your personal data will be stored for as long as it is necessary to process the job applications that you submitted and for the provision of the service that you requested. Your personal data may also be processed for the fulfillment of the obligations provided for by law. Your data will in any case be deleted without unjustified delay once the aforementioned legal obligations have been fulfilled. Your personal data are collected and used by Board International SA and/or its subsidiaries that are located in the EU or outside on the basis of the appropriate safeguards provided by the European Regulation 2016/679. At any time you may request to access, to correct and/or delete your personal data used by Board International SA or by its subsidiaries for recruiting purposes. For further question, please refer to our Privacy Policy at Powered by JazzHR AezjMp2hMu

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

Job Description 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 DescriptionJoin our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. ABOUT New York Life: New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. RECENT AWARDS AND ACCOLADES: · We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders. · We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years · We ranked 72ndon the prestigious Fortune 500 list for 2022. · BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. for the full list of recognition please visit: PERKS AT A GLANCE: Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.Flexibility - Can set your own schedule as you become more established and achieve work/life balanceGrowth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personallyCulture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factorsServe as a collaborative team player willing to furthering development through continued training opportunitiesSeek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial ProfessionalConsider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needsProvide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goalsDESIRED SKILLS & QUALIFICATIONS CoachableSelf-DisciplinedValues of integrity and honesty.Excellent communicator and relationship builder.Ability to work independently with a go-getter mindset.Life and health license is preferred.willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.Previous experience in sales, banking, financing, or other related fields is preferred.COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth OpportunitiesSponsorship of Licensing/CredentialingSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Plan3 for qualified individualsGroup Life and Disability Income InsuranceSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Paln3 for qualified individualsGroup Life and Disability Income Insurance*For more information, please submit your resume and a management team member will connect with you. Job Type: Full-time Job Title: Agent Physical setting: OfficeSchedule: Self-determined schedule after completing all required trainingAbility to commute/relocate: Manhattan, NY 10271: Reliably commute or planning to relocate before starting work (Required)Education: Bachelor’s degree (Preferred)Work Location: One location 1Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 2The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type: Full-time Salary: $59,063.00 - $114,273.00 per year Benefits: 401(k)Employee assistance programFlexible scheduleHealth insuranceProfessional development assistancePhysical setting: OfficeSchedule: Choose your own hoursSupplemental pay types: Bonus payCommission payAbility to commute/relocate: Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)Work Location: Hybrid remote in Manhattan, NY 10007

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 Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Reporting to the Director of Internal Controls, lead the design, implementation, and continuous improvement of internal controls across StubHub's core business processes (e.g., revenue, procurement, financial reporting, and operations)., • Partner with Finance, Accounting, Legal, Compliance, and business leaders to ensure end-to-end process risk management and control effectiveness., • Establish and maintain a comprehensive internal control framework aligned with SOX 404 and COSO, ensuring compliance with regulatory requirements and industry standards., • Manage and direct a co-sourced team from a Big 4 consulting firm, ensuring alignment on deliverables, quality, and timelines., • Oversee and coordinate control testing, documentation, and remediation activities, ensuring timely closure of process gaps., • Serve as the subject matter expert and advisor to senior leadership on business process governance, risk, and compliance., • 8+ years of experience in internal controls, business process design, audit, or related disciplines., • Strong expertise in control frameworks (SOX 404, COSO, internal audit standards, risk management practices)., • Proven ability to design and implement effective business process controls across revenue, procure-to-pay, order-to-cash, financial close, and other key cycles., • Demonstrated experience leading internal control or SOX programs in large or fast-scaling organizations., • Experience in the marketplace, technology, or e-commerce industry., • Hands-on experience with SOX compliance and control testing methodologies., • Familiarity with ERP systems (NetSuite preferred) and in-house developed applications., • Excellent communication and interpersonal skills, with the ability to influence both technical and non-technical stakeholders., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed.

Job Description Title: Tax Director/Partner, Professional Services Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in the Professional Services industry. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including Partnerships, Corporations, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionAbout Us: Intelligo is a pioneering due diligence platform providing background information on people and companies worldwide. We're a well-funded Series B company with proven product-market fit and revenue growth. Our mission is to empower trust. Some of the most sophisticated institutional investors, investment banks, law firms, and corporations use our AI-powered platform to manage the risk of transacting with new people and businesses. Our Clarity product is a one-stop solution delivering quick checks, detailed reports, and continuous monitoring with ease, speed, and accuracy. About the role: Our Enterprise Account Manager completes the post-sales lifecycle for Intelligo's portfolio of customers, acts as a trusted advisor for each customer, and emphasizes each account's business value. You will be responsible for identifying business opportunities within our enterprise customer base to build relationships and grow our existing customer partnerships. We've signed some of the largest investment funds in the world and want to extend the value they're seeing from our product throughout the organization. You will manage your own book of business from close through growth and expansion, and will be provided all the tools, resources, and guidance to succeed. What You'll Do: • Own 5-10 Enterprise accounts with a keen focus on expansion into the entire organization, • Manage full customer lifecycle, acting as trusted advisor and consultant, • Foster long-term strategic relationships with key client stakeholders, • Deliver on revenue targets within your book of business via upsell, cross-sell, etc., • Understand customer's complex business challenges and educate stakeholders on solutions using our product to achieve outcomes, • Build a successful account plan for each customer based on data analysis and customer needs and priorities, • Travel to meet with clients when appropriate and maintain regular contact, • Work with Account Executives, Research, Marketing, Product and R&D to optimize customer experience and satisfactionWhat it takes:, • 5+ years of experience in an Account Management role with proven success managing large, strategic enterprise accounts (must), • Experience working in a SaaS environment with customers in the Financial services space, • Confidence in accessing and engaging credibly with senior decision makers in global organizations, • A consistent track record of meeting and exceeding quota targets, • Proven record of success in an inside sales and or outside sales-based selling model, • Exceptional presentation skills and attention to detail, • Highly data-driven with excellent problem solving and analytical thinking, • Bachelor's degree in a related fieldAdditional Qualifications:, • Hybrid role with a Manhattan office space with all the perks, • Competitive compensation package, • A great revenue tech and data stack (Salesforce, Preqin, ZoomInfo, Sales Navigator, Gong, etc.), • Generous PTO and vacation policy, • 401k, automatic employer contribution The final package may vary depending on experience and level. Intelligo is proud to be an equal opportunity employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. Please see our Applicant Privacy Notice here.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We're experiencing a surge in active searches, especially for legal and sales roles, and need help building candidate pipelines and managing outreach. You'll play a key role in helping our recruiters stay ahead of the curve by providing targeted research support and occasional scheduling assistance. RESPONSIBILITIES • Conduct targeted research and sourcing to build pipelines for legal and SaaS commercial roles., • Proactively identify, engage, and nurture potential candidates via LinkedIn and sourcing tools., • Assist with candidate scheduling: coordinate phone screens, interviews, and follow-ups., • Maintain accuracy and update activity logs in our ATS (Greenhouse)., • Provide insight into talent market trends and candidate availability - help us stay ahead.REQUIREMENTS, • 2-5 years of experience in an in-house recruiting role or agency position, • Skilled in candidate sourcing or recruiting research, ideally in a fast-paced or high-volume environment., • Experience with legal hiring (attorneys, compliance, commercial) and/or SaaS commercial roles (sales, business development, revenue operations)., • Comfortable using LinkedIn Recruiter and other sourcing tools., • Excellent written communication - clear, compelling outreach that resonates., • Highly organized, self-directed, and able to juggle multiple priorities with precision., • Collaborative and responsive - ready to support the recruiting team when it matters most.WHAT WE OFFER, • Compensation: $50-60/hour as a 1099 contractor

Job Description Our client is a well-funded, early-stage AI company with a bold mission to reinvent wealth management. They are building a unified, AI-native platform to automate the entire wealth management stack, which is one of the largest and most fragmented sectors in financial services. With a $15.5M seed round from top-tier VCs like General Catalyst and Venrock, and a team of just three employees, this is a unique opportunity to join a de-risked company with extensive runway and existing partnerships. As a Founding AI Engineer, you'll be employee number three and will play a mission-critical role in scaling the company from the ground up. You will own major technical domains and work directly with the founder to establish the core technical foundations. The ability to close the end-to-end process quickly is a key part of the company culture. You will be responsible for: • Building core platform components that unify fragmented wealth management tools., • Designing and building end-to-end AI-powered workflows that automate financial advisor processes., • Developing multi-agent AI workflows to deliver intelligent financial insights., • Architecting scalable systems for real-time financial data orchestration. We are seeking a Senior or Staff-level full-stack engineer with a strong background in applied AI and a founder-like mindset. The ideal candidate is hungry, curious, and eager to be fully immersed in an AI-first environment. Must-Haves: • 5–10 years of experience as a full-stack engineer at a Tier 1 venture-backed startup (Series B or earlier)., • Proven experience building real-world applied AI projects., • Expertise in the company's tech stack: Python, Django, TypeScript, and Vercel., • Familiarity with AI tools and APIs like ChatGPT and Claude Code., • A track record of extended stints at previous companies (avoiding short job hops)., • Willingness to work in-person, 5 days a week, in NYC. Bonus Points: • Prior experience as a founder or founding engineer., • A CS or STEM degree from a top 25 university., • Salary: $180,000–$250,000, • Equity: Highly competitive package, • Visa Sponsorship: Available Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search. Commitment to Equality and Accessibility: At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing . MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd’s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting .

Job DescriptionCompany Description Smiths Detection is a global leader in detection and screening technologies for the protection of people and assets, supporting safety, security and freedom of movement in today’s world. At Smiths Group plc, we apply leading-edge technology to design, manufacture and deliver market-leading innovative solutions that meet our customers' evolving needs, and touch the lives of millions of people every day. We are a FTSE100, global business of around 14,600 colleagues, based in 50 countries. Our solutions have a real impact on lives across the planet, enabling industry, improving healthcare, enhancing security, advancing connectivity and supporting new homes. Our products and services are often critical to our customers’ operations, while our proprietary technology and high service levels help create competitive advantage. We welcome colleagues with a curious mind, who are happy with responsibility, enjoy a challenge and are attracted by the idea of working at a business with an almost 170-year history of innovation, and five global divisions, all experts in their field. We believe that different perspectives and backgrounds are what make a company flourish and are proud to be a company with values grounded in integrity, respect, ownership, customer focus, and passion. Job Description We are seeking a results-driven Sales Manager to join our Urban Security Team, covering the Northeast Region of the United States. In this role, you will be responsible for driving regional sales growth by prospecting and developing new end-user business, managing and supporting channel reseller partners, and achieving your annual booking target. The ideal candidate is an entrepreneurial sales professional with strong business development and channel management experience in public sector and/or physical security markets. You will also serve as a representative of Smiths Detection at industry trade shows and networking events to further build brand awareness and foster business opportunities. Job duties to include but are not limited to; Pipeline Development, Prospecting and value & solution selling • Identify, prospect, and develop relationships with key end users in the Urban Security target markets: Municipal buildings, Courts, Correctional Facilities, Healthcare, Education, Venue Safety (stadiums, arenas, large public venues), • Develop and maintain a healthy pipeline of qualified opportunities across the region., • Conduct regular in-person and virtual sales meetings, solution demonstrations, and presentations to key stakeholders and decision-makers., • Collaborate with internal stakeholders (Marketing, Product Management, and Sales Operations) to drive demand generation and customer engagement., • Manage and grow relationships with regional channel reseller partners., • Drive partner engagement and alignment with Smiths Detection’s sales strategy and goals., • Provide sales enablement, training, and ongoing support to reseller partners., • Meet or exceed annual regional booking targets, including bespoke targets for adoption of iCMORE software subscriptions, • Develop and execute territory sales plans aligned with the broader Urban Security sales strategy., • Maintain accurate CRM records and provide regular forecasting and pipeline updates., • Attend and represent Smiths Detection at key industry trade shows, networking events, and industry association meetings within the region., • Build a network of influencers and advocates in the Urban Security community., • Stay informed on industry trends, competitor activity, and emerging customer needs. Qualifications Education Requirements Required/Preferred: Bachelor's Degree, Additional Qualifications: Major: Business, Sales, Finance, or related field preferred Years of Experience: 7+ years Required: • 5+ years of sales experience in physical security, public safety, or related industries., • Proven success in new business development and territory sales., • Experience managing channel partners and driving indirect sales models., • Strong understanding of public sector procurement processes is a plus., • Demonstrated ability to manage complex sales cycles and close business., • Prior experience selling to courts, correctional facilities, healthcare, education, or venue safety markets., • Existing relationships with end users and channel partners in the Northeast region. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, qualifications, competencies, and abilities and any physical demands if required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Self-motivated and proactive approach to managing key accounts, • Establish and maintain a professional relationship with customers/prospects, • Excellent oral and written communication skills, • Ability to present information in front of a large group, • Excellent interpersonal and communication skills, • Entrepreneurial, self-motivated, and results-driven., • Excellent interpersonal and communication skills., • Strong negotiation and closing skills., • Ability to build trusted advisor relationships with end users and channel partners., • Team player who thrives in a collaborative, mission-driven environment., • Ability to read, write, and interpret general business periodicals, professional journals, or government regulations, • Ability to define problems, collect data, establish facts, and draw valid conclusions, • Ability to write reports, business correspondence and procedure manuals, and standard operating procedures, • Experience with Hubspot and or Salesforce CRM preferred, • This position requires United States Citizenship Additional Information All your information will be kept confidential according to EEO guidelines. We offer… Join us and we’ll help build your career, with excellent training and opportunities for career growth across the business, both locally and globally. You’ll experience an inclusive environment, with strong leadership and a focus on safety and wellbeing. You’ll also have the flexibility to choose from a wide range of benefits to suit your lifestyle, offering you and your family support from a health and wellbeing, financial and lifestyle perspective. Join us and work for a world-leader, with the benefits and training to reward your dedication and skills. Be part of a team where we are making the world a safer place. HIRING SALARY RANGE: $73,362 - 165,064/yr per year. (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant and alignment with internal and market data.) This role offers a competitive Business Profit Plan. This position includes a competitive benefits package. For details, please visit the Reward & Benefits tab on our main careers page at . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, disability, or any other legally protected characteristic. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail or call toll-free 877-703-1029. This email and phone number is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. Smiths Detection participates in the Electronic Employment Verification Program. We believe that different perspectives and backgrounds are what make a company flourish. All qualified applicants will receive equal consideration for employment regardless of color, religion, sex, sexual orientation, gender identity, national origin, economic status, disability, age, or any other legally protected characteristics. We are proud to be an inclusive company with values grounded in equality and ethics, where we celebrate, support, and embrace diversity. At no time during the hiring process will Smiths Group, nor any of our recruitment partners ever request payment to enable participation – including, but not limited to, interviews or testing. Avoid fraudulent requests by applying jobs directly through our career’s website (Careers - Smiths Group plc)

Job DescriptionSalary: $150,000 - $200,000 Vice President of Finance Reports to: CEO Salary Range (Exempt): $150,000 - $200,000 Location: Remote, with preference to New York Estimated 10% travel About Us: Carey & Co. is a leading provider of outsourced nonprofit leadership. With services spanning fundraising, finance, HR, technology, and executive management, Carey & Co. helps clients streamline operations, maintain transparent finances, and improve strategic decision-making so they can create positive change, drive societal good, and make a meaningful impact. Solely dedicated to the nonprofit sector, Carey & Co. brings industry expertise to help nonprofit leaders address the pressures that keep them up at night. What Youll Do: The Vice President of Finance will lead Carey & Co.s growing finance practice providing hands-on leadership to a national team of consultants and driving thoughtful growth across our client portfolio. This role is ideal for a strategic finance professional with deep nonprofit experience and a passion for building infrastructure, coaching teams, and identifying opportunities for impact. You will manage and mentor a high-performing bench of fractional bookkeepers, controllers, and CFOs while also contributing to business development and client relationship management. The ideal candidate has a people-first leadership style, thrives in a collaborative consulting environment, and brings a solution-oriented mindset to help mission-driven clients build financial sustainability. Essential duties and responsibilities include but are not limited to: Team Leadership and Financial Oversight (70%) • Supervise and support Carey & Co.s finance consulting team, ensuring consistent, high-quality client service across all financial functions, • Provide technical guidance and act as a senior advisor on complex accounting and financial strategy issues, • Define performance goals and development pathways for finance consultants; conduct regular check-ins and performance reviews, • Collaborate with the Director of Finance to staff new projects, optimize team capacity, and refine service delivery standards, • Build and standardize internal systems, tools, and SOPs to ensure operational excellence across financial engagements, • Collaborate with the Sales and Marketing teams to identify new client opportunities and support proposal development, • Participate in scoping calls with prospective clients, ensuring alignment of client needs with Carey & Co. capabilities, • Serve as a strategic partner to senior client stakeholders, building trust and delivering insight-driven solutions, • Maintain strong client relationships to foster long-term engagements and referrals, • Contribute to Carey & Co.s culture of excellence, collaboration, and inclusion, • Participate in leadership meetings and cross-functional initiatives What Youll Need Experience & Expertise • 10+ years of progressive finance leadership experience, with significant experience in the nonprofit sector, • Strong working knowledge of nonprofit accounting, fund accounting, GAAP, and restricted funds management, • Experience leading and mentoring diverse teams in a consulting or service-oriented setting, • Proven ability to manage complex client relationships and deliver high-touch financial guidance, • Track record of supporting business development efforts and contributing to team growth, • Strong analytical and strategic thinking skills, • Excellent written and verbal communication abilities, • High emotional intelligence and collaborative leadership style, • Ability to navigate ambiguity and problem-solve in real time, • Passionate about building financial resilience in the nonprofit sector, • Committed to equity and inclusive team leadership, • Grounded in humility, curiosity, and a service-oriented mindset, • Energized by mentoring others and growing a practice area, • Comfortable working independently and collaboratively in a fast-paced environment What We Offer: • Competitive salary based on experience and qualifications, • Comprehensive health benefits and 401(k), • Flexible remote work and collaborative team culture, • Opportunities for professional development and advancement How to Apply: Please send your resume and cover letter to In your cover letter, share how your leadership experience and values align with Carey & Co.s mission and what excites you about this role. Not sure you meet 100% of our qualifications? We encourage you to apply anyway. Carey & Co. values diverse backgrounds, perspectives, and experiences. If you're excited about this role but don't meet every qualification, wed still love to hear from you. Carey & Co. is an equal-opportunity employer and committed to creating an inclusive work environment. remote work

Job Description We are an SEC Registered Investment Advisor working with high-net-worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate. Job role: Trading Support Associate Job Overview: We are seeking a Trading Support Associate to join our Trading & Execution team. This is an exciting opportunity for someone eager to contribute to the growth and success of our business. We are looking for someone with high attention to detail and organizational skills with strong technical skills, who is passionate about investing. In this role, you will assist the trading team in executing investments across all asset classes for our clients, who collectively manage approximately $600 million in assets. This full-time (on-site) position offers a competitive compensation in the $90,000–$110,000 range, depending on experience, along with 401(k), commuter and insurance benefits. Key Responsibilities: • Trading, Cash Management & Portfolio Rebalancing, • Execute trades across various client portfolios, including model trading, block trading, tax loss harvesting, and Alternative Investments trading., • Manage cash flow for daily or ongoing distribution requests as necessary., • Monitor financial markets and collaborate with the Asset Allocation Committee to implement firm-wide trades., • Utilize the portfolio rebalancing system to analyze, approve, and execute daily trades., • Develop personalized asset allocation strategies and innovative investment solutions to help clients achieve their financial goals., • Assist in the trade settlement and reconciliation processes to ensure accuracy and compliance., • Monitor account filters to identify and capitalize trading opportunities for client accounts., • Client Portfolio Analysis & Proposal Building:, • Analyze incoming client portfolios and build tailored proposals that meet client needs., • Data Maintenance & Platform Management:, • Maintain accurate data across multiple systems within the investment platform., • Collaboration & Client Support:, • Work closely with internal teams and external partners, since we act as the Outsourced Chief Investment Officer (OCIO) for other financial advisors., • Generate ad hoc trade reports, including model updates, as requested., • Prepare structured note summary reports for advisors and their clients., • Provide ongoing support in building and maintaining client relationships., • Bachelor's degree 1-2+ years financial services experience, • Detail oriented with strong organization skills, • Analytical and logical, • Proficient with Excel, • Ability to prioritize and manage multiple tasks with a keen attention to detail, • Familiarity with equity, fixed income, and mutual fund securities and markets, • Familiarity with programming languages a plus, • Interest in pursuing Chartered Financial Analyst designation a plusCompany DescriptionGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or moreGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or more

Job DescriptionDescription: Position Title: Chief Financial Officer Organization: Make The Road States Reports to: Co-Executive Directors Location: Queens/Brooklyn, NY (In-person role with a hybrid schedule negotiable) Employment Type: Full-time, Exempt Salary Range: Up to USD $200,000/year (Salary range $150,000 - $200,000) Application Deadline: Screening of complete applications will begin immediately and will continue on a rolling basis. The final deadline for consideration is September 1, 2025. ABOUT MAKE THE ROAD STATES This multi-state, community-based nonprofit works at the intersection of direct service, education, grassroots organizing, and policy advocacy to advance equity and justice for working-class, immigrant, and historically marginalized communities. Its model is rooted in the belief that lasting change requires both immediate support and long-term structural transformation. Through accessible legal and survival services, the organization helps individuals navigate urgent challenges through leadership development and political education, it prepares community members to lead change from within. Organizing efforts build collective power to confront unjust systems, while policy advocacy channels that power into tangible reforms at the local, state, and national levels. THE OPPORTUNITY MRStates is seeking a strategic and equity-minded Chief Financial Officer (CFO) to join its senior leadership team. This is a pivotal moment for the organization as it navigates the challenges associated with managing multiple funding sources, billing, collection processes, and various projects across multiple entities. The CFO will be responsible for the financial stewardship of multiple related nonprofit entities (C3 and C4), overseeing budgeting, compliance, reporting, and internal controls. They will manage a large, multi-tiered finance department and serve as a key advisor to the Executive Directors, executive team, and Board on financial planning, risk management, and organizational sustainability. The overall budget for all combined entities is $55,000,000, with approximately 400 employees. KEY RESPONSIBILITIES Leadership & Strategy • Serve as a key advisor to the Executive Directors, Executive Team, and Board on all financial matters., • Lead long-term financial planning in collaboration with State Directors, Development, and Program staff., • Represent Finance in leadership and cross-departmental meetings (e.g., Senior Management Team, Strategic Planning, Budget Committees). Financial Oversight • Manage budgeting, forecasting, and cash flow planning across all entities., • Oversee the preparation and accuracy of internal and external financial reports., • Lead annual audits and ensure compliance with all regulatory and grant requirements., • Monitor financial health and recommend corrective actions as needed. Team Management • Directly supervise senior finance personnel, including the Assistant Controller and the Director of Government Grants & Compliance., • Indirectly, oversee a finance and compliance team of 15+ staff, including associates, analysts, and managers., • Foster an inclusive, collaborative, and high-performing team culture. Operational Systems • Oversee all AP, AR, payroll, and general accounting activities., • Maintain and improve financial systems and policies, ensuring strong internal controls and compliance with FASB, IRS, and state-level requirements.Requirements: QUALIFICATIONS • Bachelor’s degree in accounting or finance required, master’s preferred, • CPA (preferred), • 8-10 years of experience with financial management in the nonprofit sector, including experience in a senior and/or managerial role, • Expertise in nonprofit accounting (including restricted funds and accrual-based systems), • Demonstrated leadership experience managing diverse and complex teams, • Experience with government grants and restricted funding models, • Proficiency in financial systems (Sage Intacct experience a plus), • Proficiency in Microsoft Excel and familiarity with other common workplace tools such as cloud-based file sharing, video conferencing, and team communication platforms COMPETENCIES AND PREFERENCES • Strategic financial visioning, • Analytical thinking and problem solving, • Diverse team leadership, • Effective collaboration across teams and departments, • Attention to detail with a systems mindset, • Equity and accountability in decision-making, • Clear, empathetic communication, • Change management and adaptability, • Decision-making under uncertainty, • Expertise in grants and compliance, • Orientation toward technology and process improvement, • Union experience and understanding of unionized environments (preferred), • Ability to translate financial information for non-financial audiences, • High level of emotional intelligence, • Ability to manage difficult situations with tact and diplomacy, • Relevant lived experience, including, but not limited to, having been a member of a low-income, immigrant community, • Government grant billing and collection processes, • Bilingual in Spanish strongly preferred The starting salary is based on a predetermined scale, and the designated salary varies depending on factors such as experience and education. MRStates offers an excellent benefit package including health insurance, 401K, and generous paid vacation, sick, and personal days. The salary range for this position is from $150,000 to $200,000. TO APPLY Please submit your resume and a brief cover letter outlining your interest in the role and relevant experience. Screening of complete applications will begin immediately and will continue on a rolling basis. The final deadline for consideration is September 1, 2025. Inquiries, nominations, referrals, and applications should be submitted via this form only. This search is being led by NonProfit Fiscal Management (NPFM) on behalf of the organization. You may see references to NPFM in communication platforms or application systems throughout the process. All applications will be shared directly with the hiring organization, and all inquiries will be treated confidentially. Questions or inquiries may be directed to . This organization is an equal opportunity employer and is committed to a diverse staff. Women, TGNCIQ people, people with disabilities, and BIPOC are strongly encouraged to apply. All qualified applicants will be afforded equal employment opportunities without discrimination because of race, creed, color, national origin, sex, age, genetic information, disability, or marital status.

Job Description What began in 2017 as an idea on the back of a napkin has quickly become an award-winning, fastest-growing communications firm working with some of the biggest consumer and B2B technology brands. At SourceCode, we’re focused on bringing brains and hustle, humanity and technology, creativity, and business intelligence back to public relations. We are seeking a Director, Media Strategy to lead earned media efforts across our client portfolio. This senior-level media practitioner will bring a track record of high-impact coverage, deep journalist relationships, and the ability to shape narratives that directly advance client business goals. With oversight from senior leadership, you’ll drive strategy, act as a trusted advisor to clients, lead and mentor a growing media relations team, and help define SourceCode’s earned media offering. Salary: $115,000 - $130,000 Requirements What You’ll Do • Lead media strategy across a portfolio of B2B and B2C technology clients, ensuring media efforts ladder to client business goals, • Develop and maintain top-tier media relationships with business, tech, and broadcast outlets (e.g., Bloomberg, Axios, WSJ, TechCrunch, CNBC, etc.), • Coach and grow a small but expanding media team, instilling confidence and sharpening media instincts across the agency, • Architect smart, earned-first ideas through StoryHub and other forums, strengthening SourceCode’s agency-wide POV with media, • Serve as a trusted advisor to clients, with presence, clarity, and a strong POV in high-stakes conversations, • Media train executives and spokespeople, preparing them for interviews, panels, and live broadcast opportunities, • Drive results, consistently securing impactful earned placements and analyzing outcomes to inform continuous improvement, • Be highly billable, providing senior-level client counsel and hands-on media execution., • Contribute to new business, shaping and presenting our media offering with polish and authorityCore Responsibilities, • Build and lead earned media strategy across accounts, ensuring alignment with broader business and brand goals, • Provide editorial oversight on all media materials, ensuring quality, clarity, and consistency with client messaging, • Manage media campaigns and account health, ensuring profitability, staffing, and client satisfaction, • Drive client retention and organic growth by tying media strategy to business outcomes., • Oversee financial leadership of accounts: budgeting, resourcing, and scoping, • Mentor and develop PR professionals across teams, modeling accountability and inclusive leadershipWhat You Have, • 8–10+ years of media relations or journalism experience (agency experience strongly preferred), • Deep reporter relationships across top-tier national business, tech, and broadcast outlets., • Proven track record of securing impactful, high-value media placements, • Strong understanding of enterprise tech, adtech/martech, and consumer/business tech, • Demonstrated ability to coach and mentor teams, building agency-wide media expertise, • Excellent writing, pitching, and communication skills, • Robust benefits program, • Unlimited vacation & sick leave, • 401(k) with company match, • Profit-sharing program, • Flexible, hybrid workplace, • Six-month paid parental leave, • Professional learning & development opportunities, • Transit benefits, • Paid volunteer days

Job Description Salary: $125,000 - $150,000 Other Forms of Compensation: yearly bonus Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary The Controller for Restaurant Associates at Bloomberg is a results-oriented finance role that reports directly to the Regional Director with dotted line responsibility to the Global Finance Partner. You will work closely with Operations and Clients, analyzing and driving results to achieve annual key performance indicators. This role serves as a financial advisor and business partner to their operational counterparts across a global portfolio. Key Responsibilities: • Support the financial planning and analysis function for the region, including the development of sound annual budgets and forecasts linked to operational assumptions, as well as the supporting processes required to measure actual performance against budgets and projections and identify risks and opportunities., • Improves financial performance by analyzing results, monitoring variances, and identifying trends; providing performance guidelines and recommendations to field operators as appropriate., • Partners with the operations team to improve the accuracy of weekly flash reports and provide decision support to the operations to drive revenue generation and cost containment., • Guides and supports the monthly close process, working closely with finance team members and the field accounting team to continually improve it., • Analyzes and reviews weekly and monthly results, working closely with the operational team to gain insight into financial issues, • Provides client-facing reporting as needed, summarizing financial performance, operational metrics, and economic forecasts., • Seeks continuous improvement in account profitability by raising the operational team’s financial awareness and financial confidence., • Ensures sound financial controls throughout the region, assisting with the review and reconciliation of accounts receivable, credit card, and bank transactions, • Handle special projects as needed, including support of field operations and regional initiatives. Qualifications: • 5+ years of relevant experience, • Bachelor's Degree in Finance, Accounting or Business Administration, • Experience in food service or similar service industry a plus, • Ability to motivate and work collaboratively with business partners, key team members, senior management, and client groups on various projects and initiatives, • Proficient in Microsoft Office applications, particularly in building efficient Excel models to improve productivity & PowerPoint to create client-facing presentations on financial performance. Knowledge of SAP, Anaplan, or Essbase is a plus., • The individual must possess a demonstrated ability to manage multiple tasks & priorities, have strong organizational skills, and produce consistently accurate work., • Forward thinking, creative, detail-oriented, with the ability to see the big picture, • Exceptional communication skills (verbal, written, and presentation skills), • Conformity to the highest standards of personal integrity and ethical behavior Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1447356 Restaurant Associates Jacinda Moore [[req_classification]]

Job DescriptionSalary: Regional Sales Director New York Region About Us Velocity is the nations leading and largest builder of classic American vehicles, redefining what it means to own a classic. Our vehicles arent just restoredtheyre entirely reborn. We blend the timeless soul and aesthetics of vintage cars with the performance, technology, and reliability of modern automobiles. By shifting away from traditional one-off restorations with their many uncertainties, we have set a new standarddelivering meticulously crafted, high-performance classics with enhanced reliability and drivability. Velocitys Culture and Core Values Success at Velocity requires a whatever it takes mentality. We embody grit, demonstrating perseverance, resilience, and unwavering determination in the face of challenges. We are adaptable, embracing change, adjusting to new circumstances, and continuously seeking ways to improve processes and outcomesbecause growth does not come from comfort. We take ownership, assuming full responsibility for tasks, decisions, and outcomes, whether successes or setbacks, without shifting blame. Thats not my job is not in our vocabulary; when one part of our team falls short, we all do. Finally, our ambition fuels our drive to excel, improve, and uphold the highest standards for both personal and professional growth. This mindset defines who we are and ensures our continued success. Overview The Regional Sales Director is responsible for driving revenue growth, developing strategic dealer partnerships, and expanding market share for Velocitys premium portfolio of restored vehicles within a designated region. This leadership role is accountable for regional profit and loss, cultivating strong client relationships, supporting dealer channels, and delivering a best-in-class sales experience. The ideal candidate will possess deep automotive industry knowledge, an entrepreneurial mindset, and a proven ability to lead regional sales initiatives. The Regional Sales Director serves as a brand ambassador and strategic advisor, playing a critical role in reinforcing Velocitys position as the leader in classic vehicle restoration. Reports To Vice President of Sales Job Level Individual Contributor Duties and Responsibilities • Actively sell and promote Velocitys complete portfolio of premium vehicles within their region having ultimate accountability of revenue, expenses, and profit within their region., • Develop a robust dealer network within their region with focus on current customer locations and potential customer growth areas., • Support dealers through sales team training, commercial strategy, marketing efforts, sales closing, customer vehicle specifications, and all other duties required to ensure success of the dealer channel within their region., • Engage with high-potential clients by providing in-depth vehicles demonstrations, highlighting key features, and articulating the unique value propositions of our product lineup., • Protect gross margin on vehicle sales by utilizing company-provided tools, such as margin calculators and trade in estimation websites., • Establish and nurture long-term relationships with clients, enthusiasts, and other industry partners to broaden Velocitys market presence., • Cultivate expert-level understanding of Velocitys entire vehicle range. Keep pace with industry advancements and innovations to effectively educate potential clients and strategic partners, ensuring Velocitys products maintain a competitive edge., • Compile daily, weekly, and monthly activity/deal reports to present to the team., • Drive your own lead generation and manage own sales pipeline to project potential revenue with relative accuracy., • Work headquarter leads and direct retail sales., • Act as a mentor, guide, and mature voice within the sales department, including assisting in the development of junior sales staff., • Identify and attend industry events, trade shows, and networking functions to promote the companys services and expand market reach (with a clear ROI committed to and tracked for each event with an expense associated). Required Skills and Abilities • Strong knowledge of automotive dealership operations and sales channel development, • Exceptional interpersonal and communication skills with the ability to engage high-net-worth clients, • Must have sold products averaging $100,000 +, • Ability to deliver compelling product demonstrations and articulate complex value propositions, • Strategic thinker with solid business acumen and profit/loss management experience, • Skilled in sales pipeline management, forecasting, and CRM reporting, • Proficiency in leveraging digital tools for margin protection and trade-in evaluations, • Ability to mentor and support junior sales team members, fostering a high-performance culture, • Comfortable leading dealer training and supporting marketing and commercial strategies, • Highly organized with the ability to manage multiple projects and regional responsibilities, • Willingness to travel for dealer visits, trade shows, and networking events 50% + of the time. Education Background and Experience • High School diploma or equivalent, • Valid drivers license with good driving record, • Proven track record in automotive sales or luxury product sales with regional accountability Physical Demands (To include but not limited to) • Prolonged periods of sitting at a desk or workstation., • Occasional standing or walking within the office or shop, such as attending meetings, retrieving documents, or interacting with customers or employees., • Occasionally lifting and carrying items, typically weighing up to 10-20 pounds., • Frequent use of fingers and hands for typing, writing, and operating a computer., • Using telephones, printers, copiers, and other office tools., • Frequent need to focus on printed or digital material., • Reviewing financial documents, schedules, or customer data with accuracy., • Regular communication with customers, vendors, and team members, either in person, on the phone, or via video conferencing., • Engaging with customers in person or over the phone, sometimes requiring extended periods of active listening and problem-solving., • Prolonged exposure to hot or cold temperatures., • Mild noise from office machines or nearby shop areas if the office is adjacent to the workshop. PPE may be required while walking through the shop., • Moving around the office or between departments, sometimes requiring the ability to climb stairs., • Safely operate a motor vehicle. Benefits Include • Compensation: Pay is based on experience and qualifications, • Health & Wellness: Health/Dental/Vision/Life/Disability/Aflac available after 60 days, • Retirement: 401(k) with company match after 6 months at next enrollment period, • Paid Time Off: Paid time off and paid holidays, • Additional Perks: Company sponsored events, tool program, merchandise discounts, friendly team environment Job duties, salary, and benefits are subject to change throughout duration of employment with Velocity. Velocity is an Equal Opportunity Employer. Velocity does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life 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 an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner 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. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive 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. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job Description SUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives. Job Description: • Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time., • Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, Mutual Funds, Annuities, Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance., • Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments. Provides feedback to referring individuals and departments on the status of the referral., • Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and “as needed” basis., • Generates additional referrals from personal networking, seminars, and presentations to community groups., • 3-5 years of experience in a Financial Advisor position;, • A Bachelor’s degree in Business, Economics or Accounting is preferred;, • Licenses must be current and in good standing: FINRA 7, 65/66, and a State Life/Health Insurance License is required; CFP if applicable., • The ability to work independently; make decisions, and able to work effectively under pressure;, • The ability to deal effectively and professionally with clients and potential clients;, • Experience and skill in selling financial products and services;, • Able to collaborate with all levels of Bank personnel;, • Excellent verbal and written communication skills and good computer skills;, • Excellent organizational, follow-up and time management skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. This role has a base salary with commissions and no draw. Schedule: This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. Role Summary: The Director of Internal Audit will design, implement, and oversee Datavant's legal and compliance internal audit program in alignment with the U.S. Department of Health and Human Services Office of Inspector General's (OIG) compliance program guidance and healthcare industry internal audit standards. Reporting to the Chief Compliance and Privacy Officer, the Director of Internal Audit will evaluate the effectiveness of internal controls, risk management practices, and governance processes across Datavant's Provider, Payer, Life Sciences, and Legal & Insurance business lines, focused on regulatory compliance, privacy-by-design and by-default, and legal risk mitigation. This role will also lead vendor and offshore partner compliance audits, validate corrective action plan implementation, and communicate findings to senior leaders. This role requires a unique combination of healthcare industry internal audit expertise and deep familiarity with health information technology and tech-enabled services. The Director of Internal Audit will act as a trusted advisor to senior and executive leaders, and support communications to Datavant's executive compliance and board audit committees, ensuring that risks are identified, controls are tested for effectiveness, and audit findings contribute to continuous improvement. Note: This position is not focused on nor responsible for financial auditing or SOX financial reporting, but will coordinate with cross-functional teams to support financial internal controls as needed. Key Responsibilities: Audit Program Leadership • Work with senior leaders and cross-functional stakeholders to identify organizational legal, regulatory, privacy, and compliance risks and prioritize business areas to audit based on risk, • Support enterprise and compliance risk assessment processes to develop data-driven audit planning and the development of audit risk universe, • Develop and execute an adaptive, risk-based internal audit plan consistent with regulatory/legal guidance and industry best practices, • Serve as the audit lead for planning, fieldwork, reporting, and follow-up of all internal legal and compliance audit activities, • Perform comprehensive audits of operational, compliance, technology, and privacy-related processes across the enterprise, • Assess the design and operating effectiveness of internal controls, including those related to HIPAA, GDPR, and healthcare IT interoperability and data use frameworks, • Test scalability, efficiency, and effectiveness of key business and technology processes, • Lead reviews of privacy-by-design and by-default implementation and safeguards for patient data Reporting and Communication • Prepare clear, concise audit reports summarizing scope, methodology, findings, and recommendations, • Present audit results and remediation updates to senior/executive leadership, the Board Audit Committee, independent auditors, and regulators as required Advisory and Collaboration • Act as a subject matter expert on internal audit best practices, compliance auditing, and technology risk, • Collaborate with Legal, Compliance, Privacy, and Security teams to strengthen internal controls and compliance posture, • Provide coaching, guidance, and technical expertise to business partners to prevent recurrence of audit findings, • Monitor industry trends, regulatory changes, and enforcement activity to keep Datavant's audit program current, • Identify opportunities for process improvements and recommend risk mitigation strategies, • 10+ years of progressive experience in internal auditing, compliance auditing, or risk management, with at least 5 years in healthcare, life sciences, or healthcare technology, • Strong knowledge of privacy laws (e.g., HIPAA, GDPR, state laws) and applicable healthcare information technology regulatory frameworks, • Deep knowledge of the IIA's Global Internal Audit Standards and QAIP requirements, • Expertise in process/workflow analysis and risk-based auditing methodologies, • Excellent analytical, problem-solving, and critical thinking skills, • Superior written and verbal communication skills, with the ability to effectively present to senior and executive leaders, • Demonstrated ability to work independently and manage multiple high-priority projects simultaneously, • In-depth understanding of the OIG's compliance program guidance and experience applying it to audit processes., • Preferred certifications include: CIA, CISA, CHC/CHPC, CIPP/US, CCEP., • Demonstrated expertise in auditing technology environments, including information security, data platforms, and privacy-by-design controls., • Demonstrated experience in on-time delivery of risk-based plan; reduction in issue aging and on-time remediation; and reducing recurring findings., • Proven ability to design and execute risk-based audit programs in complex organizations. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for bonus/commission, and the range below is inclusive of those targets. The estimated total cash compensation range for this role is:$200,400—$246,000 USDThe estimated base salary range (not including bonus/commission) for this role is:$167,000—$205,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here. Know Your Rights, explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here. Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy.