Trabajos financial advisor en Estados Unidos - Page 8

Job Description Sure, I can help you format this job posting for easier pasting. Here it is: Financial Professional with an Accelerated Path to Management Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for… We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer… Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link: . 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 our clients. Awards & Accolades… We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Company DescriptionJoin One of America's Most Respected Financial Companies! At New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance. Why Choose New York Life? Top-Tier Financial Strength: Our ratings speak for themselves. Industry Leadership: Join a company that sets the standard. Comprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance. Career Growth with Eagle Strategies LLC Investment Advisory Services: Offered through our Registered Investment Adviser. Securities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency. A Commitment to Excellence Million Dollar Round Table: Recognized as the pinnacle of life insurance sales performance. Equal Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity. Ready to Make a Difference? Join us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career! SMRU 1859024 exp 7/1/25Join One of America's Most Respected Financial Companies!\r\n\r\nAt New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance.\r\n\r\nWhy Choose New York Life?\r\n\r\nTop-Tier Financial Strength: Our ratings speak for themselves.\r\nIndustry Leadership: Join a company that sets the standard.\r\nComprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance.\r\nCareer Growth with Eagle Strategies LLC\r\n\r\nInvestment Advisory Services: Offered through our Registered Investment Adviser.\r\nSecurities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.\r\nA Commitment to Excellence\r\n\r\nMillion Dollar Round Table: Recognized as the pinnacle of life insurance sales performance.\r\nEqual Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity.\r\nReady to Make a Difference?\r\n\r\nJoin us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career!\r\n\r\nSMRU 1859024 exp 7/1/25

Job DescriptionJOB TITLE: Operations Analyst, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Head of Operations LOCATION: Onsite in NYC ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Accurately capture and settle trades across asset classes in both Charles River and proprietary internal systems, • Perform daily cash and position reconciliations; investigate and resolve breaks with custodians and administrators, • Monitor investment data quality across trade, position, and accounting systems; escalate issues as needed, • Assist in interpreting credit agreements and term sheets to support operational setup and trade booking, • Collaborate with portfolio management, risk, and accounting teams to ensure timely issue resolution and data alignment, • Support new business initiatives, system enhancements, and workflow automation projectsWHAT YOU WILL NEED:, • Strong academic performance with 3+ years of experience in fixed income operations, • Understanding of trade lifecycle and basic reconciliation processes, • Strong Excel skills; ability to handle large datasets and generate repeatable reporting outputs, • High attention to detail and strong organizational skills, • Clear verbal and written communication skills; able to work cross-functionally, • Self-starter capable of managing tasks independently in a high-pressure environment A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive salary/base pay, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays (13 scheduled in 2025), • Voluntary Supplemental Insurance policies, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR EtsW6Az2W6

Job Description About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role We are looking for someone who has a passion for marketplaces and products in the crypto and securities world. You will contribute to building out Figure's innovative Marketplace as well as Figure Markets' products. Figure Markets has a global marketplace platform that supports issuing and trading of digital assets, securities and non-securities, using blockchain. You will have experience in one or more of the following jurisdictions: Europe, Asia, Americas, Middle East. Our Legal team plays a central role in Figure Markets' hyper growth and the realization of our mission of leveraging blockchain to transform financial services. This role will be EST hours. What You'll Do • Provide leadership in legal affairs for markets and products, providing sound advice on federal and state securities, banking and insurance laws and rules, • Provide day-to-day legal, business, and strategic advice to internal markets-focused teams, addressing challenges and offering solutions in the development and implementation of groundbreaking digital asset financial products and services, • Offer comprehensive legal guidance throughout the product life cycle, from conception through to launch, operation, and eventual sunset, aiding in both the construction and, when necessary, the dismantling of products, • Remain up-to-date on existing and changing relevant digital assets, blockchain, securities and technology laws and regulations to ensure compliance therewith, • Providing legal support, analysis, and interpretation in connection with legislative and policy developments, • Develop and deliver both forward-looking and ad hoc guidance to the marketing and design teams regarding matters pertaining to the product lifecycle and other related initiatives, • Product counseling experience in blockchain, crypto and securities products, including the ability to apply laws and regulations to new products and/or technologies, and the ability to review products and related functionality for compliance with applicable laws, • The ideal candidate has deep financial markets experience in the securities and cryptocurrency industry, including at least 8+ years of experience practicing as in-house counsel for financial services firm (mutual fund, broker-dealer, investment advisor, money transmitter dealing in virtual assets preferred), • Deep understanding on various aspects of the crypto ecosystem, including blockchain technology, DeFi, NFTs, and smart contracts., • Experience working as an examiner, attorney, or industry specialist at a regulatory agency (SEC, CFTC), a plus, • Strong negotiation skills and ability to prepare and negotiate financial agreements (e.g., prime brokerage, lending and derivatives documentation)., • Deep knowledge and understanding of the compliance and regulatory requirements around financial markets and crypto assets, including the regulation of digital assets and crypto transactions and platforms and blockchain technology matters (e.g., smart contracts and digital wallets) in the provision of financial services and products., • Staying up-to-date on evolving regulations, including those related to securities law, anti-money laundering (AML), and know your customer (KYC) requirements., • Interest in digital assets, blockchain technology, and the innovations brought about by decentralized applications and DeFi, • J.D. and membership with at least one state bar, • Excellent written, oral, and interpersonal communication skills, • Ability to organize, prioritize, and manage projects effectively, • Compensation Range: $212,520 - $265,650/yr, • 25% annual bonus target, paid quarterly, • Equity stock options package, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Remote

Wealth Relationship Manager Safe Act - New York. The Wealth Relationship Manager Safe Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager

LPL Financial is seeking a Vice President, product manager within LPL's Advisor Solutions group, one of the most visible departments in our organization. A strong understanding of the complexities of financial services and the regulatory environment we operate as well as Agile management is critical

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Private Client Advisor In Chase Wealth Management. This will be done with a consistent focus on relationship management, not portfolio management.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Establishes individual financial plans based on client financial needs and objecti

Responsibilities include working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, recommending banking and investments strategies that align with client financial goals and needs, triaging client requests and making referrals to app

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Formal Commercial credit training & experience from a bank or financial institution (required). Relationship Manager And Financial Advisor. Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabi

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. Cit

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advic

Citi Wealth - Wealth Relationship Manager - Morris Park / Bronx. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain in

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Position Summary: A Financial Advisor is a professional who helps individuals manage various aspects of their financial life.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Pay Transparency details US - NY - Brooklyn - 781 Eastern PKWY - CROWN HEIGHTS BC (NY5112) Pay and benefits information Pay range $28.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Focus on the core content of the job post, removing all unnecessary metadata, navigation mentions, and special characters.Keep the formatting beautiful and consistent across all job posts.

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd. Identify, build and deepen relationships to ga

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Job Description Our Agency BGB Group is a healthcare communications agency that offers a wide range of services, including traditional pharmaceutical advertising, promotional medical education, payer marketing, and consulting services. Known for excellence and professionalism, we're hired as strategic and creative partners by our biopharmaceutical clients to drive category/brand awareness and growth. Position Overview The Chief Commercial Officer (CCO) will be fully accountable for driving revenue growth for the Company. Reporting to the CEO, the CCO will shape BGB Group's commercial vision, lead strategic initiatives that enhance market presence, strengthen existing client relationships, forge new client relationship, and ensure the successful launch and growth of new services and offerings. The CCO will bring deep expertise in pharmaceutical commercialization to align cross-functional efforts with the company's growth objectives and evolving industry landscape. Objectives of the Role • Drive revenue growth by:, • Anticipating market trends, • Shaping the brand and reputation in the market, • Expanding existing customer relationship, • Securing new customer relationships, • Driving cross selling between practice lines, • Establishing strategic collaborations, • Building and leading a high-performance organization, including the Account Management, New Business Development, and Marketing teams, • Strategic Leadership: Define and communicate the commercial vision, ensuring alignment with BGB's overall strategic plan. Serve as a thought leader in healthcare communications and commercialization., • Business Development: Spearhead initiatives to win new clients and expand existing relationships, with a focus on developing long-term partnerships in key therapeutic areas., • Healthcare Commercialization Expertise: Lead efforts to develop and launch innovative service offerings, including support for market access, medical education, payer engagement, and promotional campaigns., • Team Development: Build, mentor, and inspire a results-driven commercial team, providing tools and guidance to foster continuous professional growth., • Client-Centric Growth: Act as a trusted advisor to clients, understanding their challenges and opportunities to provide tailored, value-driven solutions., • Revenue and Profitability: Develop and implement pricing models, revenue forecasts, and profitability metrics to optimize business performance., • Market Intelligence: Conduct deep dives into therapeutic areas, emerging markets, and new technologies to anticipate client needs and position BGB as an industry leader., • Integrated Collaboration: Work closely with cross-functional teams, including creative, strategy, and medical experts, to ensure seamless execution of commercial initiatives., • Go-to-Market Planning: Oversee the creation and execution of comprehensive go-to-market strategies for new service offerings, ensuring clear differentiation and competitive positioning., • Industry Expertise: 20+ years of experience in pharmaceutical commercialization services., • Strategic Acumen: Proven ability to design and execute growth strategies that align with complex market dynamics and client objectives., • Relationship Building: A strong network of industry connections and a demonstrated ability to cultivate long-lasting partnerships with clients and stakeholders., • Innovative Thinking: Experience in launching new service offerings and entering new markets, with a track record of driving differentiation and value creation., • Leadership: Exceptional leadership and team-building skills, with a passion for fostering a collaborative, high-performing work culture., • Analytical Skills: Strong financial and operational acumen, with experience in setting and achieving revenue and profitability goals., • Communication: Outstanding communication and negotiation skills, with the ability to effectively articulate complex ideas and influence stakeholders at all levels. The salary range provided is for the NYC-hybrid position, which requires occasional in-office presence, and represents what a potential hire may expect to earn in this role at BGB. For candidates in other locations, salary will be adjusted to reflect local market rates. Actual salary decisions will be influenced by several factors that we use to determine overall fit, including experience (both direct and indirect), education, training, demonstrated qualifications, and organizational need. Salary is only one component of the total rewards package offered at BGB Group. BGB Group is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, age, national origin, citizenship status, sexual orientation, disability, veteran status or any category or class of person protected by law.

Job Description About Prezzee Prezzee is a global leader in digital gifting and payments, having sold over 140 million gift cards through partnerships with more than 1,500 brands and serving over 6 million customers worldwide. Our mission is to change lives through the power of giving—leveraging borderless payment technology to help people connect and create memorable moments that truly matter. Founded in Australia nearly 10 years ago, Prezzee now operates across the United States, Canada, Ireland, the United Kingdom, Australia, and New Zealand, delivering seamless, secure gifting experiences to a global audience. About the Role Having recently launched in Canada, we're rapidly expanding our global partner ecosystem across digital commerce, consumer finance, entertainment, and customer engagement technologies in North America. As the Head of Strategic Partnerships — North America, you'll lead Prezzee's expansion by identifying and securing high-impact partnerships across key sectors like digital commerce, consumer finance, BNPL, and entertainment platforms. Your focus will be on delivering revenue growth, expanding Prezzee's strategic partner network, and establishing strong, long-term partnerships that create mutual value. You'll bring a personalized, "white-glove" approach to relationship building, collaborating closely with global teams and partners like Afterpay, while designing and executing a partnership strategy tailored for the US market. Your leadership will be crucial in building and scaling the North American partnerships team. This role is based in either our Chelsea NYC or San Jose, California, office Key Responsibilities • Develop and execute a North America–focused partnership strategy to drive revenue, customer acquisition, and market growth., • Leverage your network and leads to build new strategic customers and expand existing channels, including BNPL and cross-regional APIs., • Manage day-to-day collaboration with key partners such as Afterpay to maximize partnership value., • Build and maintain deep, trust-based relationships with strategic partners, aligning collaboration to client needs and innovation., • Lead contract negotiations to secure marketing funds, co-op budgets, and maximize deal value while ensuring compliance with legal and regulatory requirements., • Track and analyze partnership performance to optimize ROI and growth opportunities., • Collaborate cross-functionally with Sales, Legal, Product, and Marketing teams to drive partnership success., • Represent Prezzee with senior partners and stakeholders as a trusted advisor and thought leader., • Support design and scaling of the North American partnerships team, fostering a culture of accountability, innovation, and growth. What you bring • Significant experience in strategic partnerships, business development, or commercial growth—ideally within fintech, digital commerce, loyalty, or platform-led businesses., • A proven track record of sourcing, negotiating, and scaling high-impact partnerships that deliver measurable commercial results., • A strong network or deep understanding of the North American market—you're credible, well-connected, and know how to navigate complex partner ecosystems., • Sharp commercial instincts—you're confident leading deal strategy, pricing negotiations, and securing co-marketing or funding agreements that create win-win outcomes., • A natural collaborator—you bring together cross-functional teams (legal, product, sales, marketing) to land and grow partnerships effectively., • A trusted leader who builds strong relationships internally and externally, and knows how to motivate others to deliver on a shared vision., • You have a bias for action — comfortable navigating ambiguity, making decisions quickly, and building momentum that drives results. Why Prezzee? Join Prezzee and become part of a vibrant, fast-growing company where your impact truly matters. Here, you'll be empowered to shape the future of digital gifting while enjoying a supportive culture that values your wellbeing and growth. We offer: • Competitive incentives that reward your success and contribution., • Comprehensive health, dental, vision, and 401(k) benefits to keep you covered., • Flexible work hours, Culture Swap Days, and the freedom to work from anywhere* for 30 days a year., • Fun and meaningful events, both virtual and in-person, to build community and connections., • Continuous learning through Litmos, LinkedIn Learning, industry-focused opportunities, and Lunch & Learn sessions., • Access to the Telus Wellbeing platform, supporting your mental, social, financial, and physical health., • Recognition as Foundry's Computerworld Best Places to Work in IT Prezzee is an Equal Opportunity employer. We believe diversity is key to building the best products for our customers, team culture and growing our global business. Our diversity mission is for our people to be their most authentic selves, to inspire, innovate and celebrate within a culture of belonging. We do not discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. We are looking for people to help create human connections, make magic and shape the future of gifting so even if you don't think you quite meet all of the skills listed or tick all the boxes, we'd still love to hear from you! Please let us know if you require any adjustments as part of the application and recruitment process, We also encourage you to let us know of your pronouns at any point of the process. This position can be based in our New York City, Chelsea office or our San Jose office. Base salary ranges between $180,000 to $220,000 USD. Our salary range is based on the industry benchmark for position, location, function and level of individual experience. The total compensation package for this position includes Short Term Incentives (STI) and benefits.

Job Description Department: Advocacy and Government Relations Organization Summary United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Position Overview Reporting to the Vice President, Advocacy and Government Relations, the Associate Vice President of Advocacy and Policy (AVP) plays a pivotal role in supporting and advancing UWNYC’s policy /systems change agenda and advocacy efforts. Reporting to the Vice President of Advocacy and Government Relations, the AVP leads the implementation of advocacy strategies, coalition-building, and stakeholder engagement efforts in support of key issue areas, including education equity, food security, health access, and economic mobility. This role requires a results-driven policy professional with a demonstrated ability to navigate complex political landscapes, engage diverse coalitions, and drive equitable policy solutions. The AVP will manage a small team of advocacy and policy professionals and serve as a cross-departmental connector within the organization and across partner networks. Key Responsibilities Strategic Policy Leadership • Support the Vice President in the co-creation and execution of UWNYC’s advocacy agenda, ensuring alignment with the organization's strategic goals, community priorities, and racial equity mission., • Develop and oversee policy campaigns and initiatives in collaboration with internal teams and external stakeholders., • Lead and supervise a team of policy staff, ensuring effective execution of initiatives and strong professional development., • Define clear roles and expectations, set performance goals, and conduct regular evaluations and coaching., • Cultivate and maintain strong relationships with elected officials, government agencies, coalitions, nonprofit partners, and community-based organizations., • Represent UWNYC in key policy and advocacy coalitions at the city and state levels., • Partner with peers across the Community Impact, Resource Development, and Marketing & Communications teams to align advocacy efforts with programmatic, fundraising, and branding priorities., • Oversee the development of advocacy-related materials, including policy briefs, fact sheets, blog posts, op-eds, and public testimony., • Support the design of evaluation tools to assess the effectiveness of advocacy campaigns and overall policy impact., • Document key lessons learned and translate them into improved strategies and practices. Qualifications • Bachelor’s degree in Public Policy, Public Administration, Law, Social Work, or a related field—or equivalent experience., • Minimum 7 years of experience in public policy, advocacy, or government relations, preferably within nonprofit, philanthropic, or public sector settings., • Proven ability to lead issue-based advocacy campaigns and policy initiatives with measurable outcomes., • Strong knowledge of NYC and NYS government and policy environments., • Experience managing and mentoring high-performing teams., • Budget management and program development experience., • Excellent written and oral communication skills, including public speaking and persuasive writing., • Deep commitment to racial equity, anti-oppression practices, and inclusive policymaking. Preferred Attributes • Experience working directly with communities most impacted by poverty and structural inequality., • Existing relationships with NYC and NYS government officials and agencies., • Familiarity with issues related to UWNYC’s core focus areas (education, food security, health equity, justice, etc.). Key Competencies • Equity, Learning & Network Mindset: Embraces equity as foundational and leverages networks for impact., • Strategic Thinking: Applies logic, insight, and forward-thinking to decision-making., • Collaborative Leadership: Creates a culture of trust, mutual respect, and cross-functional teamwork., • Talent Development: Inspires and develops individuals to grow and achieve., • Community-Centered: Ensures that community voices guide advocacy and decision-making., • The final determination of salary, within this range, will depend on the candidate’s education, skills and experience required for the particular position. Additional Requirements: • Successful Completion of a Background Check, • UWNYC is presently on a Hybrid/In-Person work schedule. United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. How to apply: Please apply on our United Way of New York City career page. • No phone calls or faxes accepted. No phone calls or faxes accepted. United Way of New York City is an Equal Employment Opportunity Employer

Job Description SourceCode is an award-winning international communications and marketing agency helping world-changing brands grow through data-driven creativity and purpose. Guided by a human-first philosophy that values empathy, inclusion, and innovation, we aim to build meaningful business and societal impact through storytelling and innovation that helps our clients generate meaningful business and societal impact. Our vision is to be champions of what’s next and catalysts of positive change using communications that genuinely move people. Grounded in our core values—ambitious, audacious, adaptable, accountable, authentic, and astute—we are committed to reimagining what it means to be an integrated agency. We adopt new ways of working, cultivate genuine relationships, and focus on creating exceptional campaigns that resonate with communities and shape a more positive future. We’re investing in the growth of our Consumer Healthtech portfolio. We’re looking for an entrepreneurial, new business minded strategic leader to drive that charge. The SVP, Healthtech will lead the expansion of our presence in this high-potential space, bringing vision, industry expertise, and strategic oversight to shape a world-class offering. Our ideal candidate will have experience spanning wearables, digital health tracking as well as health and wellness brands, fitness and nutritional support platforms. Working closely with our Consumer VP and with strong support from agency leadership, this leader will be at the forefront of client strategy, business development, and team growth. We’re looking for a leader who brings authenticity to their relationships, thinks with astute precision, and adapts with ease in a fast-paced, ever-changing environment. This role calls for someone who takes full accountability for results, pushes boundaries with audacity, and brings the ambition to drive meaningful growth for both our clients and our agency. Salary Range $175,000 - $210,000 Requirements What You’ll Do: • Build SourceCode’s global brand awareness in healthtech via networking, speaking events and local activations - with a focus on developing and converting the new business pipeline, • Grow SourceCode’s healthtech portfolio and SourceCode’s revenue overall by engaging and securing opportunities to pitch new business, • Take direct responsibility for the growth of the portfolio’s P&L, setting the commercial strategy, team performance metrics, marketing and new business targets, • Oversee and lead larger healthtech clients serving as senior strategic client advisor, providing strategic guidance, demonstrating in-depth knowledge of client business to lead long-term partnerships while mentoring and leading team members to deliver excellence by providing development support, • Build a deep understanding of the clients’ objectives to develop clear business cases around opportunities for engagement; ask questions, listen and synthesize information to identify the critical elements of a task, and understand what constitutes success, • Support with crafting year-long plans, as well as dedicated comms strategies around inbound client projects and initiatives, • Understand and implement agency financial policies and procedures and seamlessly manage agency resources and utilization, • Align with the team to set internal client KPIs, ensuring performance benchmarks for client goals are met each quarter; work with teams to ensure campaigns and projects are delivered to scope, budget and team resourcing goals, • Lead development of client campaigns and new business recommendations, • Work with peers to further the agency's mission, goals and culture, • Actively participate in agency marketing initiatives by proactively seeking speaking engagements, drafting thought leadership and working with agency marketing to expand your reach, • As a team leader you’ll directly manage the VP Consumer while collaborating closely with global and national teams, • Organize your own workload against priority and importance for the good of the team, and helping other team members to do the same, • Manage a team of PR or Marketing professionals and mentor junior teams, modeling behaviors and ensuring the success of your team How You’ll Support our Growth: Client Stability Support Group and healthtech goals • Maintain 80% client retention across healthtech clients, • Deliver 80% or higher client satisfaction scores, • Ensure client loss due to performance is <10%, • Participate in ongoing client analysis (tenure, service offerings, satisfaction) to identify trends to inform and support year-end planning, • Business Development and Integrated Growth for Portfolio, • Help maintain 60%+ win rate of new business proposals across SourceCode, • Through your network and networking initiatives bring in 1-2 viable new business leads/quarter, • Own the financial performance of the portfolio, setting commercial strategy and directing VPs on executing growth plans and revenue targets, ensuring long-term agency financial health, • Support VPs & AD/SADs in delivering 20% organic growth, • Participation in L&D initiatives with HR/Management Team, • Development of and participation in Executive Brand Platform program, • Identification of speaking/networking opportunities; participate in 1-2/quarter What You Have: • You have a track record of success as a leader in the agency world with a strong understanding of integrated communications, media relations, corporate communications, and digitally-minded public relations with client leadership experience, • You are adept at flexing up and down as needed to support the portfolio’s growth, • Prior successful P&L management experience, • A proven track record of creating, overseeing and driving strategy for clients that yields top results, • You’re comfortable interacting with senior clients including C-level stakeholders, • Track record of winning and growing business portfolio, • Ability to inspire clients and colleagues; mentoring junior teams, modeling behaviors, and ensuring the success of your team is important to you, • A passion for technology and/or the mechanics of integrated communications and storytelling, you are fascinated by how brands and consumers interact today, • Ambition and drive. You enjoy working through complex challenges and problem solving, • Robust health benefits, • Unlimited vacation, • Unlimited sick leave, • 401k with company match, • Profit-sharing program, • Hybrid / Workplace flexibility, • 6-month paid parental leave, • Professional learning and development, • Transit benefits, • Paid volunteer days, • Personal cell phone reimbursement

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Must be Licensed in the State you are Applying for and Extremely Proficient to be considered.Are you a driven, results-focused Financial Advisor or Insurance Agent.Why This Is Different — And Better.We’re not just

Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!. Are you a driven, results-focused Financial Advisor or Insurance Agent. Senior Market Financial Planner.

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: • Support and advise Executive Management around the globe on high-level strategic projects, • Projects range from pure design and development to more transformational involving multiple business lines and regions, • Independently support project delivery, with greater focus on managing day-to-day project activities under the direction of a Director and client stakeholders (e.g. developing presentations and content, conducting stakeholder meetings), • Bring content expertise and drive resolution of complex issues, • Build long-term relationships with clients, • Support proposals to acquire new projects, • Manage and motivate a team of associates and analysts Requirements: • 5+ years work strategy/consulting experience within a top tier consultancy firm and/or financial services, • Experience in Commercial/Retail Banking, Asset Management, or Investment Banking required, • Develops well-structured frameworks to solve complex problems and provides guidance to efficiently complete projects, • Defines, conducts and/or supervises the necessary research and analysis for a project module, • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills, • Bachelor’s degree from a top tier school. MBA preferred For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career The Managing Director, Incident Response, is responsible for leading Unit 42’s Incident Response consulting practice for North America. This person will be active in the day to day delivery aspects and functional management of the consulting organization, but is also responsible for the strategic direction of the practice, building the business and becoming a strategic advisor to our customers. The role requires deep cybersecurity subject matter expertise and business savvy; this person is interested in our customers' success and in scaling a profitable business. The individual will lead our North America incident response team in providing world-class reactive cybersecurity solutions to Unit 42 clients across a wide array of industries, geographies, and organizational structures. They will be our clients’ trusted partner for high-stakes incident response, remediation, and recovery as well as provide strategic and technical leadership and focus on product pull through. Your Impact • Partner with the Unit 42 executive team and service line leaders to develop and execute strategy for the Unit 42 Incident Response (IR) practice, • Lead the IR practice by managing goals and milestones to achieve quarterly, annual and long term objectives, • Drive innovation in Unit 42’s reactive offerings, by leading the consulting team and collaborating with cross-functional teams to bring new capabilities and services to market that leverage Palo Alto Networks products, • Advance the maturation of our existing IR services, • Ensure the consistency and quality of our services and highest level of customer service, • Integrate threat intelligence into our services by deepening the feedback loop with Unit 42 Threat Intelligence team and telemetry, • Partner with cross-functional teams to scale and mature the Unit 42 Retainer offering, • Recruit and onboard world class IR talent to support our growth goals, • Support the professional growth and development of our consultants through training and technical enablement, • Foster and maintain a culture that attracts and retains smart, kind team members dedicated to executing with excellence, • Forecast revenue, utilization, and product pull through and develop a budget for the IR practice, in collaboration with senior leadership, • Manage the practice to achieve quarterly and annual revenue targets, • Manage the productivity of the IR consulting team through attainment of utilization targets, • Identify and execute strategies for service development, enablement, and process that result in the pull through of Palo Alto Networks products, • Cultivate and maintain relationships with key clientele to increase awareness of Unit 42’s capabilities and provide on-demand expertise for client needs, • Amplify Unit 42’s presence and credibility in the marketplace through thought leadership, including via speaking engagements, articles, whitepapers, and media exposure, • Create an operating rhythm and manage the consulting team to ensure attainment of consulting goals and milestones, • Provide hands-on, expert-level incident response services to clients and deliver findings to CxO and/or Board of DirectorsQualifications Your Experience • Demonstrated prior experience and success in designing and leading a global scale incident response program, including organizational structures, processes and technical capabilities, • Experience in managing, leading and motivating consultants at all levels, • Experience as a senior-level team leader having established a security vision, strategy, and program, while anticipating future security and incident response challenges, including overseeing other director, senior, and mid-level analyst/consultant teams, • Ability to travel as needed to meet business demands, • Strong presentation, communication, and presentation skills with verifiable industry experience communicating at CxO and/or Board of Directors level, • Expert level of knowledge of applicable laws, compliance regulations, and industry standards as it relates to privacy, security, and compliance, • Technical proficiency in a wide range of cybersecurity services, including digital forensics, incident response, post-incident remediation and threat eradication, among others, • Client services mindset and top-notch client management skills, • Experienced-based understanding of clients’ needs and desired outcomes in incident response investigations and post-incident recovery, • Public speaking experience, demonstrated writing ability, including technical reports, business communication, and thought leadership pieces, • Operates with a hands-on approach to service delivery with a bias towards collaboration and teamwork, • Must be results-driven and strategic., • Cybersecurity industry certifications such as CISSP and/or CISM are a plus, • Bachelor’s Degree; an advanced degree such as MS, MBA, or Juris Doctorate (JD) is a plus Additional Information The Team Unit 42 Consulting is Palo Alto Network's security advisory team. Our vision is to create a more secure digital world by providing the highest quality incident response, threat intelligence, and cyber risk management services. Our team is composed of recognized experts and incident responders with deep technical expertise and experience in investigations, data breach response and information security. With a highly successful track record of delivering mission-critical cybersecurity solutions, we are experienced in working quickly to provide an effective incident response, attack readiness, and remediation plans with a focus on providing long-term support to improve our clients’ security posture. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $248000/YR - $290000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines. Is role eligible for Immigration Sponsorship? No. Please note that we will not sponsor applicants for work visas for this position.

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

Job DescriptionSalary: Job Title: Project Manager Client Industry: Information Technology Location: Remote Job Status: Full-Time (40 hours/week) | Contract Position Summary: Our client, a leader in the IT sector, is seeking a highly organized and results-driven Project Manager to lead small to mid-sized projects from planning through execution. The ideal candidate brings strong project management expertise, exceptional communication skills, and a proactive approach to problem-solving. Youll be responsible for ensuring projects are completed on time, within scope, and on budgetwhile maintaining high standards of quality and client satisfaction. Role Responsibilities: • Lead and manage small to mid-sized projects, ensuring successful delivery across all phases, • Oversee client accounts and consulting engagements, acting as a trusted advisor, • Contribute to internal knowledge-sharing initiatives and best practices, • Provide clear direction and constructive feedback to team members, • Ensure client deliverables are completed on time and meet quality expectations, • Manage project budgets, timelines, and overall financial performance, • Identify and mitigate project risks, proactively resolving issues to keep projects on track, • Bachelors degree required, • Minimum of 7 years of professional experience, with at least 35 years in project management, • Experience with claims processing systems, workflows, and industry best practices, • Successfully led at least two claims processing implementation projects, • PMP certification preferred, • Strong written and verbal communication skills, • Proven ability to manage multiple priorities in a fast-paced environment remote work

Job Description#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Technical Program Manager at Nextdoor, you will play a critical role in designing, implementing, and optimizing our business systems landscape. This role focuses on Workday HCM Modules, Financials , with additional expertise in integrations and automations across payroll, HR Systems, Financial systems etc.This role is a hands-on execution, requiring detailed experience with integrations, automations, People Business Systems. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The Impact You'll Make As the Technical Program Manager, you will play a crucial role in optimizing our People Business Systems with a core focus on Workday HCM and related automated and integration experience. As the Workday HCM & Payroll Systems Specialist, you will be a key contributor in developing and optimizing enterprise HR and payroll solutions, leveraging your hands-on experience with Workday HCM, Payroll, and system integrations. Collaborating with cross-functional stakeholders, you'll drive enhancements, streamline processes, and architect scalable solutions that align with business objectives and ensure accurate, efficient payroll operations. You will design, implement, and support integrations with third-party platforms, maintain compliance with HR and payroll governance frameworks such as SOX, and champion industry best practices in data security and controls. Your expertise will help foster innovation, operational excellence, and a positive employee experience, directly contributing to our mission of supporting and empowering our workforce.and foster innovation to support Nextdoor's mission of building stronger communities. Your responsibilities will include: Strategic Leadership • Develop and execute scalable Workday HCM and Payroll systems strategies, emphasizing automation, AI-driven solutions, and seamless orchestration across HR, Payroll, and Financials modules to support Nextdoor's operational goals, • Partner with cross-functional teams to deliver technology roadmaps that drive HR transformation, enhance people program management, and enable business scalability, • Lead the configuration, implementation, and optimization of Workday HCM, Payroll, and select Financials (Accounting, Procurement, Expenses) processes, ensuring efficiency and data integrity across the employee lifecycle, • Design and deliver automated solutions for Core HR, Payroll, Talent Management, and integrations with downstream systems using middleware tools like Workato, • Collaborate with People Ops, Finance, Accounting, IT, and GTM teams to ensure Workday HCM and Payroll systems align with business and people program strategies, • Communicate complex system capabilities and innovative automation solutions to non-technical stakeholders, building consensus and driving adoption, • Ensure compliance with regulatory standards such as SOX by implementing governance frameworks for system security and data integrity, • Stay on top of emerging HR technology trends, including AI-powered automation and orchestrated workflows, and introduce innovative solutions to Nextdoor's enterprise systems, • Regularly assess existing HR, Payroll, and Financial systems to identify inefficiencies, leading initiatives to modernize processes with minimal disruption, • Lead a high-performing team of business systems professionals, fostering a culture of collaboration, innovation, and growth, • Mentor team members by providing guidance on best practices, technical skills development, and career progression, • Oversee the full lifecycle of Workday HCM, Payroll, and Financials system projects, ensuring on-time, on-budget delivery, • Establish automation-focused metrics and monitor system and process performance, proactively resolving issues for operational success, • Manage vendor relationships and technology investments, maximizing value through enhanced automation and AI capabilities, • Engage in in-person Nextdoor events including trainings, off-sites, and volunteer days, building strong relationships and supporting the company's mission and cultureWhat You'll Bring To The Team, • Bachelor's degree in Computer Science, Human Resources, Business Administration, or related field, • 5-8 years of hands-on experience in Workday HCM, Payroll, and system integrations, with emphasis on automation, orchestration, and AI-driven optimizations, • Strong expertise in Workday HCM Core, Payroll, and select Financials (Accounting, Expenses, Procurement), • Proven success in automating and optimizing people and payroll processes at scale, • Experience using middleware solutions such as Workato, Boomi, or MuleSoft for integrations and orchestration, • Advanced knowledge of enterprise automation, process orchestration, and emerging AI-driven HR technologies, • Effective cross-functional collaboration with People, IT, Finance, and business teams, • Experience managing and improving people program management initiatives (onboarding, payroll operations, talent management), • Bonus: Relevant certifications in Workday HCM, Payroll, or equivalent ERP/HCM systems The starting salary for this role is expected to range from $200,000 to $225,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

Job Description Hogarth is the Global Content Production Company. Part of WPP, Hogarth partners with one in every two of the world's top 100 brands including Coca-Cola, Ford, Rolex, Nestlé, Mondelez and Dyson. With a breadth of experience across an extensive range of sectors, Hogarth offers the unrivaled ability to deliver relevant, engaging, and measurable content across all channels and media - both established and emerging. The number of channels at our fingertips; the need for speed; and the drive for mass personalisation, all mean that brands need different solutions. Our global team of over 7,500 craft and technology experts brings together creative, production and innovation to help clients navigate this exciting and ever-changing world of today's content experience. WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. Working at WPP means being part of a global network of more than 100,000 talented people dedicated to doing extraordinary work for our clients. We operate in over 100 countries, with corporate headquarters in New York, London and Singapore. WPP is a world leader in marketing services, with deep AI, data and technology capabilities, global presence and unrivalled creative talent. Our clients include many of the biggest companies and advertisers in the world, including approximately 300 of the Fortune Global 500. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. A Hybrid working model We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. What does a Production Lead do at Hogarth? The Production Lead oversees a client dedicated Creative Production Studio for Hogarth collaborating with clients across North America, as well as serving as a connector with Hogarth's network globally and partners as appropriate to execute. The engagement is a complex, matrixed environment pulling clients, partners and team members across lines of business, project types and opportunities for growth. As the Client's central point-of-contact, this role holds overall responsibility for the relationship with the Client and key stakeholders while implementing ways of working with WPP and clients as well as ensuring Hogarth teams are engaged and motivated to perform, and collaborate across WPP partners as needed. This role is also responsible for the development of roadmaps, ensuring projects are completed on time and within budget, while maintaining high standards of satisfaction, quality, and collaboration. Client Leader Serving as a primary point of contact for the Client, the Production Lead is a strategic partner responsible for understanding the engagement, building and managing the right team and working closely with WPP partners to build and support the relationship. This position requires proven experience in a similar role, with strong operations and stakeholder management skills. Exceptional problem-solving abilities and attention to detail are essential for success. This position is responsible for tracking the KPIs for the health of the relationship and how operations are performing overall. In this role you will be working with both sister agencies within WPP as well as outside agencies and client partners as the main point of contact. Operations Leader The Production Lead is also accountable for launching internal ways of working supporting processes that drive successful business delivery. Working across various disciplines and collaborating with regional and global teams, the successful candidate will leverage their outstanding problem-solving skills, sound judgment, and strong relationship-building capabilities to lead and mentor the team and the broader agency. Reporting lines and key stakeholders This role reports to the both the Managing Director of Client Business and the Managing Director of the region that manages all operations. You will work closely with Project Management, Account, and Production teams. Responsibilities • Serve as a trusted advisor and a main point of contact for clients, fostering strong, lasting relationships, • Responsible for strategy, health and delivery of the business, • Work with both client procurement and day to day client point of contacts to maintain client satisfaction on a macro and micro level, • Immerse yourself in the client's business to identify and act on opportunities to improve service, • Leverage production strategies and tools to connect and optimize the global network, promoting best practices, • Work closely with internal teams and external stakeholders to ensure seamless project execution that meets client objectives, • Guide the team to deliver projects successfully, maintaining high-quality standards and meeting deadlines through conflicting priorities while maintaining imperiality, • Identify and resolve issues that could impact timelines, quality, or client satisfaction, ensuring optimal outcomes, • Use agency data to provide insights on planning, tracking deliverables, budgeting, and resourcing, • Lead the team in meeting project goals while aligning deliverables with client requirements, • Work with internal teams on staffing, resource allocation, and financial reporting, • Take proactive steps to implement recovery plans when critical risks arise, • Demonstrate strong collaboration skills with internal teams, external partner agencies, regional offices, and third parties, • Foster a culture of trust, communication, collaboration, productivity, and engagement, • 10-15 years of related experience within an international production environment, • Commercially focused with a passion for delivering and exceeding results, • Focus on continuous improvement of project management methodology, • The ability to thrive in an ever changing and dynamic work environment, • Ability to effectively manage multiple projects and relationships cross functionally, • Experience with complex decision and planning processes, • Ability to conduct presentations comfortably, • Experience working with Senior and Executive management at the agency and with clients "The base salary for this position at the time of this posting may range from $100,000 to $230,000. Individual compensation varies based on job related factors, including location, business needs, level of responsibility, experience, and qualifications. We offer a competitive benefits package, click [here](opens in a new tab) for more details" #LI-KN1 #LI-Hybrid Our Hogarth Values: Hands on No egos here. Just a shared drive to roll up our sleeves and make great things happen. Every project--big or small, gets our full energy because we believe in doing things right. Every single time. It's how we deliver real results without cutting corners. Honesty We are real and authentic – with each other and in our work. Honest, direct communication builds the trust we need to collaborate, grow, and make meaningful things together. It's not always easy but it's always worth it. Heart & Soul We bring heart to everything we make. Passion, pride and relentless drive push us beyond "good enough" ––because we care deeply about our craft, and we're always chasing better. We love what we do, and it shows. Happy Family Creating a space where everyone feels valued--even when opinions differ, makes this a supportive and inclusive environment for our people. We embrace our differences, celebrate our wins together, and never lose our sense of humor. Hungry Curiosity keeps us hungry. We question, experiment, and always seek out what's next. We never settle, and we never stop learning. Inclusion and Impact WPP is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. Please contact if you need the job advert or form in another format. Data We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment. When you click the "Submit Application" button at the bottom of this page, this will send all the information you have added to Hogarth WW. Before you do this, we think it's a good idea to read through our Privacy statement. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

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

Job Description Job Title: Client Technology Manager Location: Tekscape Office, NYC Travel Required: As needed to client sites. Term: Full Time Reports to: Director of Cloud and Infrastructure Technologies Salary Range: $95-150k (Annual) About Tekscape: Tekscape is a recognized managed IT services company since 2007, headquartered in New York City. Currently, we operate via two physical locations in the United States. Based on our engineers’ deep technical knowledge and leveraging our strategic relationships with the world’s leading cloud providers, Tekscape excels at supporting companies globally with information technology solutions. We work in a collaborative environment that fosters and rewards innovation. Tekscape services include managed IT, managed security services, cloud computing, compliance, and collaboration. Job Description: The role provides technology infrastructure management expertise in the deployment, migrations, and delivery of our client’s on-prem and cloud infrastructures. This includes support of advanced day to day operations for the following but not limited to; Datacenter, Cloud, Systems, Networking and Desktop (VDI or physical). Role: The Client Technology Manager position is a high impact HANDS-ON leadership role, responsible for delivering IT managed services to client accounts with the support of a dedicated technical team. This leader oversees customer relationships, manages client expectations, liaises with various internal engineering teams and other stakeholders to ensure customer success. The Client Technology Manager spearheads projects to modernize client infrastructure. S/He will work in a team environment to deliver exceptional levels of technical expertise and customer service. S/He will be an escalation point for engineers on the infrastructure and service teams for any client escalations. As a Client Technology Manager, you are not just a technical expert; you are a trusted advisor, a problem solver, and a strategic partner to your clients. Your ability to effectively communicate, understand, and address their technical needs is instrumental in driving their success and fostering enduring relationships. Responsibilities: • Oversee technology services for a portfolio of Tekscape clients in various industries including financial services, legal, medical, education, and other business verticals., • Liaise between clients and technical teams and are the embodiment of technical expertise and client-centric service. Your role is pivotal in establishing and maintaining strong relationships with clients, ensuring their technological needs are understood, communicated effectively, and addressed promptly., • Understand the needs, goals, and challenges of each client. Actively listen, asks pertinent questions, and grasps the intricacies of their business processes., • Understand clients’ objectives to provide tailored technical solutions that align with their strategic vision., • Proactively identify potential technical challenges or opportunities for improvement, preemptively addressing issues before they escalate., • Enable clients using latest technology trends surrounding Information Security and Cloud Services (IaaS/SaaS), • Functionally and disciplinarily leads a team of System Engineers and act as an escalation point to all engineers, • Maintain accurate and up-to-date records of customer interactions, project details, and technical configurations that include detailed infrastructure and network diagrams., • Diagnose and resolve complex network issues, including connectivity, latency, and performance problems., • Serve as a Technical Architect and be accountable for client technical escalations and subsequent resolutions., • Advanced configuration and support for server and infrastructure, virtual infrastructure and networks. Collaborate with project team to ensure successful delivery of project implementations, migrations, and upgrades, which include but not limited to mail system migrations, cloud site migrations, new office constructions and new technology deployments., • Hands-on support of client configurations as they pertain to in-house proprietary standards and practices., • Participate in vendor due-diligence exercises, security reviews, data integrity & availability services., • Responsible for routinely recording ticket time accurately and updating ticket progress regularly in accordance with engineer policies., • Produce documentation of solutions for engineers to follow., • Participate in after-hours on-call rotation for technical services support/Help Desk. Job Knowledge/Skills: • 10+ Years of experience supporting client infrastructure (In manage services provider business environment as a preference), • Excellent written and verbal communication skills applicable to a customer-facing role, • Strong technical and client-facing documentation/presentation skills, • Ability to bridge the gap between technical complexities and client comprehension. Ability to translate intricate technical details into layman's terms that are easily understandable and relatable to the Clients., • Excellent planning and organizational skills, as well as sound, independent judgment, • Strong troubleshooting skills to assist with resolution and escalation of client incidents and service requests., • Hands-on experience with enterprise systems architecture and components such as AD, DHCP, DNS, SMB/CIFS, TCP/IP, Firewalls, Switching, WAN, VPN, Storage, Server and Desktop Virtualization, DevOps, Cloud Services, software deployment, etc., • Experience with Microsoft Windows server operating systems and technologies (Win Server 2008 – 2022), • Experience with on-premises and cloud-based Microsoft Email Solutions (Exchange 2013-2019 & Office 365), • Experience troubleshooting problems within a remote desktop or virtual desktop platforms (VMware Horizon, Citrix and Microsoft AVD), • Experience managing and supporting of public cloud platforms (AWS and Azure), • Experience managing and supporting client virtualization platforms and environments (VMware ESX & Microsoft Hyper-V), • Experience with group policy configuration, troubleshooting and deployment., • Hands on experience in deployment and management of routing, switching, wireless, and security appliance technologies using vendors such as Cisco, Meraki, and Palo Alto Networks., • Solid understanding of ConnectWise or equivalent ITIL based Professional Services Automation platforms ("PSA") Pluses: • Experience installing SAN Storage and configuring it with VMWare / Hyper V platforms., • Experience with Converged and Hyper-Converged Technologies., • Experience maintaining and troubleshooting a Hyper-V environment with a Failover Cluster or managed by SCCM, • Experience maintaining and troubleshooting a VMware environment with Clustering and managed by vCenter., • Previous experience working within ConnectWise (Automate) ecosystem., • Scripting and automation experience using PowerShell, • Microsoft, VMWare, and Cisco certifications Education and Experience: • Minimum of 10 years plus experience with the maintaining, troubleshooting, and supporting of various technology environments, • Bachelor's degree or higher Key Performance Indicators (KPIs): • Client satisfaction rate of 90%+, • Annual KPI of 1700 engineering hours (142 Monthly), • Service Ticket & Time Compliance Policy adherence of 95%+ Tekscape employees enjoy the following benefits: • Excellent Benefits (including medical, dental, vision, life insurance, HSA/FSA, • Paid Parental Leave (NYS Paid Family Leave), • 401(k) plan with matching company contribution, • Vacation/ Paid Time Off / Sick Leave / Floating Holiday, • Professional Development Programs, • Employee Referral Programs, • Corporate-Branded Swag & MORE We are an Equal Opportunity Employer that truly believes in the benefits of diversity! Tekscape engages all employees proactively in all aspects of the business to provide them with experience and exposure to a wide range of IT environments and technologies, allowing for a diverse, creative, and thoughtful development of their skills and knowledge Powered by JazzHR DyFu1IffAC

Job Description Client Services Associate Job Description We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on providing excellent service to both the advisors and their clients. Examples of day-to-day responsibilities include: • Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers from legacy custodian relationship to Dominari Securities, • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc., • Ensure accurate completion of prospective and new client paperwork and set up within Dominari systems., • Maintain (CRM) database and client files (Filing, copies, data input), • Research and follow up on any issues with the Broker/Dealer, Operations, and vendors., • Review client accounts on a regular basis to ensure completeness and remediate found issues., • Record and reconcile incoming assets to the appropriate Dominari blotter., • Learn Company product suitability guidelines, financial operational processes, and financial sales processes., • Support client service functions for all teams as requested, such as servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, account transfers, account updates, cash distributions, and following up on any other client related issues along with various other work assigned by financial advisors., • Help with new broker onboarding and client account openings., • As a Client Service Associate you will have the opportunity to work to support the success of our high growth financial advisors and brokers. The position is an in-office, team-based role with a high level of on-going collaboration, interaction, and communication. Requirements you need to meet: • 4-year degree preferred, • 3+ years industry experience as a client service associate, • Series 7 and 66, or 7, 65, and 63 licenses with a clean regulatory record, • Working knowledge of FINRA and SEC rules and regulations required, • A professional phone presence, • Excellent customer service and communication skills, • Drive to provide exceptional care to clients and registered representatives., • Experience working with Schwab and/or RBC is a plus., • Experience with My Compliance Office a plus, • Excellent written and verbal communication skills, • High attention to detail and ability to work in a fast-paced environment., • Excellent follow-up and project management skills, • Comfortable and proficient using custodian and other industry technology such as Microsoft Office, Excel, Word, etc., • Experience working with CRMs is a plus., • Reside in the surrounding New York city area.

Job Description EXECUTIVE MINISTER JOB DESCRIPTION Location: The Riverside Church in the City of New York (New York, NY) Reports to: Senior Minister Department: Worship and the Arts Schedule: Full-Time Flexible Schedule, Exempt: Sunday through Thursday. Availability for Sundays and holidays as required. Salary Range: $170,000 to $180,000 Start Date: At earliest convenience Job Summary The Executive Minister leads the strategy, management, and evaluation of The Riverside Church’s programs, has primary responsibility for the supervision, coaching, and development of the clergy program team, and leads in shaping worship. As a member of the leadership team, the Executive Minister plays a key leadership role in guiding Riverside’s mission and organizational success. This position oversees programs, clergy capacity building, and the worship and music of the church. Essential Job Responsibilities: EXECUTIVE MINISTER • Oversees Clergy and Program Staff on behalf of Senior Minister., • Sits in the second chair in the absence of the Senior Minister., • Participates as a member of the leadership team with the Senior Minister and COO. Plays a key role in the overall development, strategic planning, service delivery, and management of the church across multiple areas., • Participates in and provides leadership for church-wide learning, development, and culture-building activities., • Interacts with the Church Council as a thought partner and liaison to Commissions. STAFF DEVELOPMENT AND MANAGEMENT, • Directly supervises clergy to build their supervisory and managerial leadership skills to engage, encourage, empower, and motivate program staff., • Provides strategic guidance and coaching to clergy in program planning, management and implementation for increased effectiveness and accountability., • Sets expectations for program teams and monitors performance and progress, • Leads effort in establishing staff goals and objectives and measures results against program impact, effectiveness, and other predetermined accountability parameters., • Provides leadership, and support to program teams to enhance their ability to collaborate effectively, leverage internal partnerships, and foster greater cohesion., • Collaborates with senior leadership to develop organizational policies, procedures, and protocols related to programs., • Cultivates relationships and establishes partnerships between different program areas, encouraging knowledge sharing, resource utilization, and collaborative problem-solving. Leads programmatic development and implementation for the church, aligned with strategic priorities and ensures equity throughout. * Establishes measurable, achievable program area goals and objectives on an annual basis and monitors progress. * Oversees the coordination, integration, and delivery of programs and related activities. * Oversees the creation of templates, best practices, and standard operating procedures. * Promotes collaborative relationships between program areas and ensures that the expectations of members, partners, funders, and other stakeholders are consistently met. * Develops and fosters a high-performance, collaborative and accountable culture throughout program teams, aligned with core values and church commitments to equity and inclusion. * Works with clergy and teams to establish methods for evaluating program outcomes and leverages internal and/or external resources to inform program results. * Stays abreast of developments in the external environment of the nonprofit / religious sector and ecosystem; develops new program ideas and pilot projects that incorporates input from the community. * Collaborates with the COO and Finance Director to budget and monitor programmatic operations to ensure sound fiscal and systems management and provides guidance and oversight on budgets and financial monitoring to clergy. * Deploys resources efficiently and effectively toward church goals, working with teams to balance workload and activities. * Serves as thought partner and advisor to colleagues ensuring programmatic strategy and operations in close collaboration with areas such as finance, development, IT and data systems, and communications. WORSHIP DEVELOPMENT AND MANAGEMENT • Participates in the planning of all Riverside worship services in partnership with Senior Minister and Director of Music, and collaborates to ensure that meaningful worship is a regular marker of life at The Riverside Church., • Oversees all administrative responsibilities related to worship. Qualifications • Master of Divinity degree required., • Membership and ordination in a recognized denomination i.e. American Baptist Church, United Church of Christ, Evangelical Lutheran Church in America, Presbyterian Church (USA), Reformed Church in America, Episcopal Church, African Methodist Episcopal Church, Methodist Church, etc., • 7+ years of experience in management or leadership roles, preferably in program leadership, development, or evaluation in the nonprofit / religious sector., • 4+ years of experience successfully supervising and managing staff and teams., • Experience in a multi-cultural setting preferred., • Commitment to and heart for the liturgical calendar., • Ability to listen and effectively communicate with peers, staff, council, funders, and partners while managing relationships with both internal and external stakeholders., • Consistency and goal orientation, problem-solving aptitude, flexibility, creativity, and discretion., • Leadership capacity at team and organizational levels and in leading through change., • Proven track-record of building and managing projects from conception to completion., • Strategic, cross-functional thinker with a strong desire to move towards implementation and action., • Commitment to the church’s mission, vision, and values., • Commitment to diversity, equity, and inclusion while fostering a culture of belonging., • Commitment to collaboration and continuous learning at all levels of the organization Our organization offers a wide range of comprehensive benefits, including generous time off and a strong emphasis on achieving a great work-life balance. TRC is an Equal Opportunity Employer. No employee or applicant for employment shall be discriminated against in any term or condition of employment because of race, color, religion, national origin, sex, age, sexual orientation, or any other characteristic protected by law. We are constantly striving to make our organization anti-racist. Diversity, equity, and inclusion are core values. As an employee, you become part of that mission. No relocation or sponsorship provided.

Job Description Founded by the Sisters of Charity of New York, the University of Mount Saint Vincent is an academically excellent, authentically inclusive, Catholic and ecumenical liberal arts University. The University combines a strong core curriculum with a full array of majors in the liberal arts and, within the tradition of liberal education, selected professional fields of study. At Mount Saint Vincent, a student’s education extends beyond knowledge, skills, and preparation for work. We seek the development of the whole person. In the spirit of Vincent de Paul and Elizabeth Ann Seton, we foster an understanding of our common humanity, a commitment to human dignity, and a full appreciation of our obligations to each other. Through its School of Professional and Continuing Studies, the University extends its primary undergraduate mission by offering high quality graduate studies in business, education and nursing and an array of undergraduate and certificate programs serving non-traditional students. Program Description The TRiO Student Support Services (SSS) Program at the University of Mount Saint Vincent is a federally funded initiative serving first-generation, low-income, and students with documented disabilities. Using the FACE framework—Financial Literacy, Academic Success, Community, and Engagement—TRiO SSS offers advising, tutoring, mentoring, and enrichment activities that promote academic achievement, cultural awareness, and student retention. Position Overview The TRiO SSS Advisor for Programming designs and delivers inclusive, culturally responsive programs that support academic success, financial literacy, leadership, and personal growth. Working with TRiO staff, campus partners, and community organizations, the Advisor ensures programming aligns with TRiO goals and student needs. Responsibilities: • Design and facilitate educational, cultural, and social programming that supports TRiO students’ academic persistence, personal growth, and career readiness., • Develop a comprehensive F.A.C.E.-branded calendar of events (Financial Literacy, Academic Success, Community, and Engagement) per academic year., • Coordinate and lead workshops, trips, and recognition events that reflect TRiO’s mission and address student needs., • Plan and execute signature events including: Welcome Back!, Conversations that Matter, Focus Days, Health is Wealth, TRiO Works! Week, Fall and Spring Trips, Meet the Faculty, Wordsmith, and First Gen Day, • Assist in planning and executing the on-campus Summer Enrichment Program, including overnight stays as needed., • Manage event logistics including space reservations, vendor coordination, marketing, and budget tracking., • Lead efforts to promote events and increase TRiO student participation by 15% each semester., • Oversee the development and execution of the TRiO mentorship and ambassador programs., • Provide guidance to TRiO students in planning and executing student-led initiatives and events., • Support students in developing leadership, critical thinking, and event planning skills., • Serve as a resource for students seeking involvement in co-curricular activities, civic engagement, and leadership development., • Motivate and encourage students through daily interactions and mentorship., • Maintain a consistent presence in the office to ensure accessibility and support., • Address and de-escalate conflict or crisis situations, providing appropriate referrals when necessary., • Build and maintain strong relationships with campus departments (e.g., Academic Advising, Financial Aid, Student Accounts, Registrar’s Office, Center for Leadership, Career Services, Residential Life) and external organizations to enhance programming., • Work closely with TRiO staff to align programming with grant objectives and student success metrics., • Communicate effectively with stakeholders to ensure clarity of goals, timelines, and responsibilities., • Assist in hiring and supervising up to three (3) student workers., • Monitor program budgets and expenditures, ensuring compliance with TRiO grant regulations., • Maintain detailed and accurate records of student profiles, attendance, and progress to track development and outcomes., • Conduct evaluations and collect feedback to assess program impact and inform future planning., • Ensure all programming adheres to institutional policies and TRiO federal guidelines., • Collaborate with the TRiO team to support program assessment, reporting, and expansion., • Plan and participate in annual national conferences., • Perform other duties as assigned Requirements • Bachelor’s degree, preferably in education, counseling, or social sciences; Master’s degree is preferred;, • Two (2) years of experience in student programming, advising, or event coordination, preferably within a TRiO or similar federally funded program., • Strong organizational and project management skills with attention to detail., • Excellent communication and interpersonal skills, with the ability to engage diverse student populations., • Proficiency in Microsoft Office and willingness to learn new technologies and systems., • Availability to occasionally work evenings and weekends Benefits The annual salary for this role is $64,350 • PTO and Sick days, • Medical, dental, vision insurance, • Flexible Spending Account (FSA), • Enhanced Short Term Disability Insurance, • 100% employer sponsored Long Term Disability, • Voluntary Life Insurance, • Commuter Benefits, • Participation in a 403(b) Retirement Plan, • Employee Assistance Program

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

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

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

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Client Partner role at Endava is a senior leader within the Commercial organisation. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role within the Payments industry. · Proven track record of delivering 20%+ revenue growth across a client portfolio related to Payments., • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points) aligned with BDMs., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job Description About Us Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring a Director, Client Services in our New York City office. About the Role: We're looking for a people leader who can lead and inspire a team of Digital Strategy Managers and Associates. The team you will lead is responsible for driving complex digital marketing campaigns from strategy through execution and managing high-profile stakeholders in partnership with Sales. You'll lead the team in New York City at our HQ and report to the VP of Client Services. The team manages clients at the intersection of corporate reputation, public affairs, and B2B marketing, leading strategic digital advertising efforts for some of the country's most influential organizations—including Fortune 500 companies, agencies, trade associations, and advocacy groups. In this role, you'll provide support, coaching, and structure to your team, helping them navigate fast-moving client use cases, and you will instill operational rigor and effectiveness. This role will not manage clients directly (though you will participate in some client calls and meetings in support of your team); rather, you'll manage a team of strategists who own the day-to-day client management responsibilities. You'll collaborate internally and externally with a skilled team of media planners, analysts, and strategists who deliver digital programs that are tightly aligned to client objectives and grounded in performance data. What You'll Do: • Manage and oversee a team of direct reports. The team does the following:, • Partners closely with sales to drive commercial outcomes, supporting the deal cycle by aligning customer success strategy with sales., • Owns the day-to-day management of client relationships across client accounts, proactively anticipating client needs., • Manages digital strategy execution from start to finish—developing campaign plans, overseeing media buys, and ensuring timely, high-quality delivery., • Translates client goals into smart, scalable digital paid media strategies across platforms including LinkedIn, Meta, Google, DSP and programmatic channels., • Leads or co-leads the creation and presentation of actionable campaign reporting and recommendations tailored to executive client audiences., • Collaborates with internal teams and external partners to ensure smooth campaign implementation to optimize client success., • Hire, onboard, and train your team of up to 7 direct reports, with involvement in our enablement and certification program where applicable., • Meet regularly with team members 1:1, provide ongoing coaching, and conduct performance management (including formalized biannual reviews); keep records up-to-date across internal platforms., • 8+ years of digital advertising experience, preferably at a public relations, public affairs, communications, digital advertising or media buying agency, with proven client-facing experience., • 5+ years of people leadership and management experience within scaling organizations and high-performing teams., • A track record of working with senior-level stakeholders (including C-suite executives) at companies, brands, and agencies within the Fortune 500 or public sector elected officials., • Demonstrated ability to lead teams having strategic business and digital marketing conversations with C-suite and important senior stakeholders within a client base of highly regulated industries (ie. government, non-profit, think tank, healthcare/life sciences, financial services, etc.), • Strong proficiency in core digital advertising platforms (Meta, LinkedIn, Google Ads, Twitter/X, TTD, LiveRamp, etc.) and an understanding of how to use digital media to influence decision-makers., • Strong storytelling and communication skills—both written and verbal—with the ability to distill complex data into insights that drive client decision-making., • Experience building polished business memos, decks, and performance analyses for executive audiences., • Proven experience in coaching, training and performance management. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) annual cash bonus, and (iii) generous equity compensation. The base salary range for this role is between $170,000.00-190,000.00, based on the candidate's experience and skills relative to the requirements listed above. The salary range provided is exclusive of discretionary annual cash bonus and equity compensation. The salary range provided for this role is specific to candidates located in the New York City area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD., • Applecart is growing quickly — over the last 3 years, we've increased our bookings by 8X, grown our headcount by 4X, and we're cashflow positive., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job DescriptionSalary: $127,000 - $145,000 Location: Remote Job Type: Full-time About Us! Ready Computing is a full-service IT firm specializing in data-centric technology solutions for clients worldwide. We provide expert consulting, development, and managed services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional office in the UK and a growing global presence, we serve as a trusted advisor and solution provider for organizations looking to optimize their technology and data strategies. We are seeking a Software Architectto collaborate directly with internal teammates in designing and developing software products. You will primarily focus on understanding complex technical and business requirements and translating them into highly scalable, robust product architectures. Additionally, you will serve as the technical lead and mentor for your team while maintaining a hands-on role. See key responsibilities and skills below. What Youll Do Software Development & Engineering • Support all phases of the Software Development Life Cycle (SDLC) to ensure high-quality product delivery., • Develop and implement APIs and Web Services (REST, SOAP) while designing API-based solutions., • Program in Java, or other object-oriented programming languages., • Develop robust applications using Angular., • Lead development teams in building products., • Supervise and oversee the technical aspects of product development and quality., • Mentor peers and developers on the team at all levels of seniority., • Actively participate in discussions with company leadership, partners, and customers., • Assist in producing technical product and/or project documentation., • Defining technical requirements for product architecture., • Understanding and translating business requirements into product designs., • Utilizing CI/CD technologies and processes, including, but not limited to, Git, Jenkins, and Docker. The main product development activities utilize open-source solutions, so it is desirable that applicants are comfortable with open-source technologies such as: • Prometheus, • Grafana, • Otel, • MongoDB What You Bring • Highly organized and detail-oriented, with a "perfectionist" approach to work., • Flexible and able to adapt to frequently changing standards and priorities., • Proven experience in developing and implementing highly scalable enterprise-level solutions., • Passion for deploying scalable and robust solutions, with a focus on future-proofing., • Strong interpersonal skills and a desire to interact with a variety of team members, customers, and end-users. Preferred Qualifications • BA/BS or equivalent work experience in the field of Software Development, • 8+ years of Software Development experience with a Product setting, • Experience in system monitoring is a plus., • Prometheus's experience is a plus, • Experience with MongoDB is a plus, • Oral and written fluency in English. Home Office Requirements • A minimum internet speed of 25 Mbps for downloads and 1.5 Mbps for uploads is required., • A private Wi-Fi network with a strong, unique password is necessary to access company data or systems., • The company provides a monthly internet stipend. New hires must complete a speed test during onboarding and update any default router passwords to ensure secure network access. Why Join Us? Innovative & Impactful Work Your contributions will shape healthcare technology and improve patient outcomes. Global Reach & Growth Opportunities Work with leading experts in healthcare IT and enterprise solutions. Collaborative & Dynamic Culture Join a supportive team environment that values knowledge-sharing, mentorship, and career development. Competitive salary and benefits package, including: • Four health plan optionsto fit your needs., • 401(k) matchingto help secure your financial future., • Flexible Paid Time Off (PTO)for work-life balance., • Wellness programsto support your mental and physical well-being., • Financial planning services to help you manage your future. Ready to Apply? If youre excited about healthcare IT, system integration, and building next-gen interoperability solutions, wed love to hear from you! Apply now or contact for more information. Ready Computing is an equal opportunity employer. We do not discriminate with regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law. remote work

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 3+ years building web applications with experience shipping features in production environments * Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills * Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage (8 weeks) and support (Tilt) * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $165K - $201K