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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

We’re seeking a future team member for the role of Vice President, Corporate Trust Transaction Manager to join our Corporate Trust team. This role is located in Pittsburgh, PA, New York City, NY or Houston, TX. In this role, you’ll make an impact in the following ways: • Negotiate contract terms with clients and their legal team, by partnering with BNY counsel and internal parties, to identify and mitigate potential contractual, operational, and regulatory risks to ensure contracts (such as Bond Indentures, Trustee/Paying Agent agreements, etc) meet BNY’s risk appetite., • Coordinate with internal and external parties to ensure accurate and timely facilitation of onboarding activities on the Bank’s systems to comply with contract requirements., • Focus on the client experience by delivering high-quality service, anticipating client needs, and utilizing available technology to optimize results., • Proactively collaborate with cross-functional teams to drive improvements and improve efficiency., • Foster a culture of risk awareness. Escalate risk exposures promptly while providing insights and recommendations to support informed decision-making., • Stay abreast of industry trends and regulatory changes to ensure compliance and maintain a competitive advantage. To be successful in this role, we’re seeking the following: • Strong educational background, • Experience of Corporate Trust and/or transaction management in Asset backed securities & Mortgage-backed securities., • Ability to work under tight and demanding deadlines and effectively manage internal and external relationship difficulties in a time sensitive, pressured environment., • Able to investigate and propose (a) innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld; and (b) commercial solutions to business, • Strong inquisitive and lateral thinking skills, • Excellent team player, • Ability to work well without supervision, • Resourceful, • Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Overview: The Driver Supervisor is responsible for overseeing a specific group of drivers and monitoring performance and dispatch. This role involves managing the day-to-day functions of the Driver workforce and ensuring pool compliance, effective employee/labor relations, driver retention, and safety performance. Leadership role eligible for annual 10% bonus. Responsibilities: • Daily interaction with the driver workforce. Interviews, selects, trains, and manages the driver workforce., • Ensures all personnel have been trained and/or retrained according to operational procedures., • Follows up with new drivers at regular scheduled intervals on their performance., • Reviews manpower needs and ensures proper coverage, including managing driver dispatch for route personnel., • Ensures drivers are reporting to work on time and in complete uniform ready to work., • Ensures employee development by providing ongoing feedback to drivers concerning strengths and areas of needed improvement using DriveCam reporting and customer feedback., • Investigates and acts on feedback regarding drivers and safe operational practices., • Responsible for planning of future books offs and run change assignment., • Ensures compliance with safety standards, adherence to all DOT and FMCSA regulations., • Ensures that all company standards are met for all drivers in the areas of appearance, training, education, safety, and regulatory compliance., • Make sure drivers are properly credentialed to operate a commercial motor vehicle., • Work closely with HR to address all levels personnel matters., • Work with drivers to ensure good labor relations are maintained., • Ensure the following of the CBA to ensure proper handling of grievance process., • Review electronic DOT logs and/or paper DOT logs., • Monitors on-time performance on a real-time basis., • Manages employee performance, determining appropriate levels of discipline based on company policy, including executing termination if disciplinary action fails Qualifications:, • Bachelor's degree preferred, • 1+ year in operations experience, • Excellent leadership, communication, and interpersonal skills, • Ability to analyze data, generate reports, and make data-driven decisions, • Ability to exercise considerable diplomacy, judgment, and discretion in establishing and maintaining good working relationships and discretion with the company and union officials, • Safety and Workers Compensation, Labor relations, and CBA experience preferred, • Proficient in Microsoft Office with emphasis on Excel, Windows applications, e-mail etc. Benefits:, • Comprehensive Wellness Coverage - Competitive Medical, Vision, and Dental plans, including multiple FSAs (Health and Dependent Care)., • 401(k) Matching – 401(k) plan with up to 4% company matching contributions., • Flexible Time Off - Take time off when you need it, as you need it, subject to business needs and manager approval., • Paid Parental Leave - 8 weeks of fully paid leave to support new parents and growing families., • Company Paid Life Insurance – Basic company-paid life insurance equal to your annual salary., • Lifestyle Spending Account – Receive up to $600 per year for eligible lifestyle-related services., • Tuition Support - Up to $5,250 per year reimbursed for your continued education and development after 12 months of continuous service., • 24/7 Employee Assistance Program - Free, confidential support for mental health, legal, financial, and family issues, including up to 5 free counseling sessions per year., • Free Travel Perks – Complimentary travel on FlixBus and Greyhound for you and eligible dependents. Compensation Range: USD $48,200.00 - USD $68,700.00 /Yr. Equal Opportunity Employer: Greyhound is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, genetic information, or pregnancy, or any other characteristic protected by law. Our policy of equal employment opportunity applies to all aspects of employment. We are committed to fostering a fair and merit-based workplace where every employee feels valued and respected.

Job Description Recognizing that safe, affordable housing is essential for our community to stabilize and thrive, ICL places housing development at the core of its mission. We have intentionally built an active pipeline of 1200 units, across dynamic and innovative projects. We are looking for an exceptional leader to drive these developments to successful completion and spearhead our next era of strategic expansion. This position offers the unique opportunity to position ICL as an industry leader, seamlessly blending innovative behavioral health services with a deep commitment to growth. The Senior Vice President of Real Estate reports directly to the CEO and provides leadership over ICL’s real estate strategy, development, asset management, leasing, and property management functions. This role is responsible for advancing ICL’s mission through the development of affordable and supportive housing and behavioral health facilities, stewarding a complex real estate portfolio and ensuring long term financial sustainability. The SVP will partner closely with executive leadership, public funders, lenders, and community stakeholders to deliver high impact projects while maintaining strong oversight of capital planning, asset performance, and portfolio occupancy, including cultivating and stewarding relationships in support of ICL’s priorities. Essential Job Functions • Lead growing team overseeing real estate development, asset management, leasing and property management functions, • Work closely with executive leadership to advance ICL’s mission and values, and ensure high quality, trauma-informed, energy efficient housing, offices, and clinical spaces, • Strategic Planning & Growth of Real Estate portfolio: Maintain an ongoing pipeline of development projects and build out full scale property management functions, • Oversee the new construction and rehabilitation of ICL’s growing portfolio, which currently spans 34 properties, • Oversee a portfolio of scattered site residential units across New York City, setting direction for operations, customer service, financial performance, and compliance, • Develop and manage cross functional real estate team, establish clear performance standards, and implement scalable processes to improve efficiency and satisfaction across a dispersed portfolio., • Critical thinking, change management skills and approaches., • Data driven decision maker., • Identify new development opportunities, including partnerships with non-profit and for-profit affordable/supportive housing developers., • Maintain and build relationships with government agencies, lenders, and syndicators, • Assess feasibility of potential new development projects and conduct due diligence. Assemble and manage project development teams from project initiation through construction closing • Apply for and secure required capital and operating/supportive services funding from public agencies and lenders., • Oversee land use reviews (e.g., ULURP, rezoning, variances/special permits) that are required., • Direct asset management activities including budgeting, financial performance, capital planning, and risk management., • Liaise with third party property management firms, while supervising in-house property management, to ensure strong performance standards and regulatory compliance., • Coordinate closings with Attorneys, public agencies, lenders, and Executive team., • Ensure projects meet budget and schedule goals, representing ICL on construction-related issues., • Oversee asset management and rehabilitation of the organization’s existing real estate portfolio., • Oversee asset performance and long-term capital planning for the existing real estate portfolio, including rehabilitation and modernization initiatives., • Oversee the leasing department and all leasing activities across the organization’s real estate portfolio., • Oversees leasing strategy, negotiations, and portfolio occupancy in alignment with organizational and financial goals., • Lead ICL ‘s real estate life cycle: from predevelopment, construction, project start-up, including lease-up of all apartments and commercial/community spaces, finalizing operating/services contracts (e.g., 15/15 and ESSHI), achieving operating break-even, and stabilization of projects, and capital repair projects as needed., • Oversee all operations of ICL’s supportive/affordable housing projects, including coordination with ICL’s Finance, Facilities Department and Supportive Services Department., • Perform other related duties that may be assigned Essential Knowledge, Skills and Abilities • Committed to the active promotion of ICL values and goals., • Excellent written and verbal communication skills., • Excellent interpersonal skills., • Strong financial analysis and spreadsheet development skills., • Ability to collaborate with internal and external partners to complete projects, often on accelerated schedules., • Working knowledge of NYC and NYS supportive and affordable financing programs., • Proficiency with various software programs including Microsoft Office., • Ability to understand and support the agency’s mission, vision, standards and code of ethical behavior., • Ability to work under stress, prioritize and meet deadlines. QUALIFICATIONS AND EXPERIENCE: Undergraduate degree in relevant area, and Graduate degree, preferred, in such areas as Planning, Public Administration and Real Estate. Minimum of 7 years of progressively responsible experience in the supportive and affordable housing field in NYC or NYS. Experience working in the non-profit, public sector or for-profit supportive and affordable housing space, with direct involvement in the development of new projects.

Job DescriptionChief Operating Officer (COO) – ABA Services OrganizationPosition Overview The COO is the operational architect behind a mission-driven organization that transforms the lives of children and families through high-quality Applied Behavior Analysis (ABA) services. This leader will build scalable systems, empower clinical and operational teams, and ensure that exceptional care delivery remains at the center of every business decision. The ideal candidate is equally passionate about outcomes and execution—someone who can balance compassionate service with operational excellence in a fast-growing healthcare environment. What You'll Lead Growth With Purpose Partner with the CEO to execute strategic growth initiatives, including new market expansion and clinic launches. Develop scalable operational frameworks that support sustainable growth without compromising clinical quality. Drive organizational readiness for acquisitions, integrations, and multi-state expansion. Operational Excellence Oversee all non-clinical operations including scheduling, intake, authorizations, billing, credentialing, and administrative functions. Optimize workflows to improve access to care, reduce waitlists, and increase service utilization. Create performance dashboards that provide real-time visibility into key operational metrics. Family Experience & Service Delivery Champion a seamless experience from referral through treatment. Collaborate with clinical leadership to improve client satisfaction, retention, and outcomes. Ensure operational systems support clinicians in delivering exceptional care. Team Development Build and mentor regional and departmental leaders. Foster a culture of accountability, innovation, collaboration, and servant leadership. Create career pathways and leadership development programs to support organizational growth. Financial Stewardship Manage operational budgets and resource allocation. Improve operational efficiency while maintaining compliance and quality standards. Monitor revenue cycle performance and reimbursement optimization. Success Looks Like Reduced client wait times and improved access to services. High employee engagement and retention. Strong payer relationships and operational compliance. Successful expansion into new markets. Exceptional family satisfaction scores. Ideal Background Senior leadership experience in ABA, behavioral health, pediatric healthcare, or multi-site healthcare services. Deep understanding of healthcare operations, insurance authorizations, and revenue cycle management. Experience scaling organizations through periods of rapid growth. Strong data analytics and process improvement expertise. Leadership Motto "Build systems that allow clinicians to focus on changing lives."

Job DescriptionAbout the Association of National Advertisers (ANA) The ANA is the premier resource for marketers, driving industry growth and advancing best practices across the advertising ecosystem. ANA brings together the world’s leading brands to foster innovation, protect the interests of marketers, and elevate the marketing profession. Through advocacy, thought leadership, professional development, and collaboration, ANA supports marketing leaders as they navigate a rapidly evolving business environment. The Association serves a diverse membership base and operates at the intersection of marketing innovation, policy, and industry leadership. Location New York City Position Overview The Executive Vice President, Operations & Administration is a senior member of the executive leadership team responsible for strengthening the Association's operational effectiveness through financial leadership, governance, administration, and cross-functional execution. The EVP reports to the President & COO and serves as operational partner, ensuring priorities move from planning to execution while coordinating work across departments and driving accountability for results. The role combines executive leadership with hands-on responsibility for financial planning, governance, operational improvement, compliance, and enterprise initiatives. Success requires someone who is equally comfortable developing strategy, analyzing complex issues, and personally driving execution across the Association. The position is designed to integrate and strengthen existing functions and work collaboratively with current leadership to improve effectiveness rather than add organizational layers. Key Responsibilities Executive Leadership • Partner closely with the President & COO on organizational, operational, and administrative matters., • Serve as a trusted advisor on strategic, financial, and operational matters., • Lead cross-functional initiatives and special projects that advance the Association’s priorities., • Represent the President & COO in meetings, operational reviews, and other initiatives, as appropriate., • Prepare analyses and recommendations that support executive decision-making. Finance, Planning & Performance, • Develop financial models and scenario analyses to support decision making., • Monitor the Association’s performance and identify trends, risks, and opportunities., • Oversee membership revenue forecasting, dues modeling, and related financial analysis., • Ensure accurate accounting and reporting for membership billing, dues recognition, and related financial activities., • Partner with the Head of Accounting to maintain strong financial reporting, internal controls, audit readiness, and nonprofit accounting compliance., • Prepare materials and analyses for the Board of Directors and Finance & Operations Committee.Operations & Association Effectiveness, • Partner with departmental leaders to align operations with strategic and financial objectives., • Establish performance metrics, operational dashboards, and decision frameworks that improve the Association’s performance., • Identify opportunities to streamline processes, improve efficiency, and enhance cross-functional collaboration., • Support leadership teams in addressing operational challenges and enhancing the Association’s performance.Governance, Compliance & Risk, • Lead governance, compliance and risk management activities., • Partner with leadership and external advisors to ensure compliance with applicable laws and nonprofit requirements., • Recommend and implement enhancements to governance policies, internal controls, and risk management practices., • Manage the Association’s insurance program and relationships with brokers and carriers. Association (People) Administration, • Partner with HR leadership to ensure compliance with federal, state, and local employment laws., • Support workforce planning, compensation, and benefits strategies from an operational and financial perspective., • Evaluate the Association and employment-related risks and recommend process improvements that strengthen administrative effectiveness. Intellectual Property Management, • Manage the Association’s trademark portfolio and related intellectual property assets., • Coordinate with legal counsel on filings, renewals, and protection activities., • Ensure intellectual property practices support the Association’s business objectives and contractual obligations.Qualifications, • Bachelor’s degree in business administration, Finance or related field required, • MBA, CPA, or JD strongly preferred, • 15+ years of progressive leadership experience in finance, operations, or corporate administration, • Demonstrated success improving financial controls, operational processes, governance, and Association effectiveness., • Experience operating in trade associations, membership Associations, professional societies, or nonprofit environments, or advising such Associations is preferred, • Familiarity with dues-based revenue models and nonprofit accounting practices strongly preferred, • Strong understanding of employment law fundamentals and HR compliance, • Exceptional leadership, analytical, and communication skills, • Proven ability to balance executive leadership with a hands-on, roll-up-your-sleeves approach to execution.Salary and Total Rewards Package Starting pay range: $325,000 to $350,000 plus incentive compensation based on relevant experience and qualifications. Comprehensive health and wellness benefits including 401k with company match. To Apply If your qualifications, leadership experience, and career accomplishments align with the responsibilities of this executive opportunity, we invite you to submit your resume, a cover letter outlining your interest, and your compensation requirements to careers@ana.net. Please note that only candidates who include compensation requirements with their application will be considered. Powered by JazzHR 9ak755TOVL

Job DescriptionDescription: JOB DESCRIPTION This role reports to the CEO and serves as a brand steward and marketing strategy owner across our multi-channel business. You will work in close partnership with our Head of eCommerce, Head of Retail and Head of Brand Partnerships to ensure Milk Bar’s identity and strategy remains consistent across all channels. KEY OUTCOME:Build Marketing & Brand as a Performance Growth Channel • Establish marketing and brand as a measurable, ROI-driven performance engine accountable for profitable revenue growth across all channels., • Develop and own the full-funnel growth strategy, spanning brand awareness, traffic generation, conversion, retention, and customer lifetime value., • Build a data-driven KPI framework that directly connects marketing investment to sales growth, traffic, customer acquisition, and contribution margin., • Lead budget allocation and channel mix optimization across paid, owned, earned, partnerships, CRM, and retail / omnichannel marketing., • Drive a culture of test, learn, optimize, with clear attribution, incrementality measurement, and continuous improvement of marketing efficiency., • Partner cross-functionally with sales, finance, operations, digital, and innovation teams to align marketing initiatives with company growth objectives., • Elevate brand equity while ensuring brand investments translate into measurable commercial outcomes. RESPONSIBILITIES: MARKETING STRATEGY, CAMPAIGN LEADERSHIP AND CREATIVE DEVELOPMENT • Collaborate with founder to define, refine, and lead Milk Bar’s master brand strategy—establishing brand vision, voice, positioning, personality, and aesthetic to ensure a clear, differentiated, and enduring market presence., • Guide cross-functional marketing strategy development—ensuring positioning, messaging, and creative direction translate into high-impact campaigns, channel strategy, and measurable growth outcomes., • Develop, along with key stakeholders, the Milk Bar story and thread through all consumer-facing communications touchpoints. Ensure consistency across Retail, eComm and Partnerships., • Support creation of compelling seasonal campaigns for major brand launches, holidays and other milestones., • Lead social media storytelling, channel and content strategy across established and emerging formats., • Collaborate with the Creative team, which delivers the marketing content for the organization., • Provide strategic insights and positioning for creative campaign development, and provide high level feedback on campaign and creative assets to ensure consistency and integration to cross-channel / masterbrand messaging and strongest possible consumer message and brand voice., • Execute thoughtful and strategic founder positioning in conjunction with Milk Bar’s key objectives and growth priorities. Amplify positioning between Milk Bar brand and founder moments. DEMAND GENERATION • Own total traffic strategy and accountability (retail + digital)., • Oversee organic social, influencer, and PR strategy., • Lead paid media strategy and growth & acquisition marketing, focused but not limited to DTC:, • Build annual paid media plan, budget, KPIs and oversee execution and management across an ecosystem of channels, with the goal to efficiently acquire new customers., • Source, RFP and manage agencies and vendors to maximize partnerships for business results., • Develop KPIs to continually optimize channels toward optimal CAC / LTV targets., • Identify and execute high-impact, low-cost growth initiatives. SOCIAL MEDIA INFLUENCER AND AFFILIATE MARKETING • Drive social media growth across views, discoverability, and engagement by managing the Social Media Manager and leading strategy that breaks through the noise., • Own overarching social strategy - identifying which channels to prioritize, where Milk Bar should show up, and ensuring content decisions ladder up to awareness and business goals., • Own influencer and affiliate marketing strategy : build a creator program, establish affiliate partnerships, and hold both channels accountable to traffic and sales performance., • Partner with ecommerce to develop and execute social commerce strategy across emerging channels like TikTok Shop and Meta Shop, connecting social audiences directly to purchase., • Set performance standards across social, influencer, and affiliate - establishing KPIs, reporting cadence, and a test-and-learn framework the team executes against. RETAIL STRATEGY AND MARKETING: • Develop strategies to drive same store sales growth, focusing on in-store activations, local and market-level marketing initiatives, and customer engagement strategies., • Partner with Retail Ops and Ops teams on product strategy, seasonal offerings and promotional calendar to achieve channel revenue targets., • Lead branding and experiential design including renovations and in-store communications., • Partner with Bakery team to develop annual marketing calendar for bakery promotions, including seasonal innovations, LTOs, and special occasion based marketing. Work with Bakery team to execute., • Partner with Retail ops to measure store performance through ratings analysis. ECOMMERCE STRATEGY & MARKETING • Enhance brand awareness, intrigue, and conversion by partnering with eCommerce to produce and test creative content across acquisition channels, email, and SMS. Deliver consistent, on-brand experiences from top to bottom funnel. Provide content, copy and art direction for website and related programs in partnership with eCommerce team and UXD resources., • Partner with eCommerce team on product strategy, seasonal offerings and promotional calendar to achieve channel revenue targets., • Partner with Ops team on physicality (design, costs) of shipping experience including box, unboxing experience and individual product packaging and quality., • Partner with eCommerce team on retention & loyalty initiatives, providing strategic, execution and creative support., • Partner with eCommerce team to execute email and lifecycle marketing communications., • Partner with CX team to ensure customer touchpoint strategies are aligned with the brand. PARTNERSHIPS & LICENSING SUPPORT • Partner with VP of Brand Partnerships on strategies to maximize partnerships within marketing and our owned channels., • Ensure all collateral needs for partnerships are properly supported. FINANCIAL OWNERSHIP • Own all marketing spend. Work in tandem with Finance to ensure compliance with annual budgeting processes., • Report out on key KPIs as they relate to the performance of marketing. PEOPLE MANAGEMENT, LEADERSHIP & CULTURE • Oversee and support the development of team members., • Work closely with all cross functional leaders to ensure a cohesive marketing strategy that spans across all channels., • Work closely with all departments to strategize and implement company growth initiatives, including product pricing strategy and product mix., • Fully understand and exhibit the Milk Bar ethos, embodying core values, inspiring celebration, and creating real magic while serving as a brand ambassador internally and externally. Please note that job duties are subject to change at the Company’s discretion. Requirements: • 10+ years of progressive marketing leadership experience, including senior leadership roles overseeing multiple marketing disciplines in omnichannel DTC brands, retail, or CPG environments., • Experience in brand management, campaign development, and content strategy., • Proven experience leading and integrating creative, digital, performance marketing, lifecycle/CRM, and field marketing., • Strong operational and organizational leadership skills with a track record of building scalable processes., • High financial acumen with the ability to connect marketing investment to business outcomes., • Exceptional communication, influence, and stakeholder management skills., • Ability to thrive in a fast-paced, entrepreneurial, and highly collaborative environment. The pay range for this role is $175,000 - $225,000 annually. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience and certifications. In addition to those factors, we consider the relative pay of our current employees in similar positions when making a final offer.

Job DescriptionABOUT THE NEW YORK ACADEMY OF SCIENCES The New York Academy of Sciences is an independent, not-for-profit organization that since 1817 has been committed to advancing science for the benefit of society. With more than 20,000 Members in 100 countries, the Academy advances scientific and technical knowledge, addresses global challenges with science-based solutions, and sponsors a wide variety of educational initiatives at all levels for STEM and STEM related fields. The Academy hosts programs and publishes content in life and physical sciences, the social sciences, artificial intelligence, computer science, and sustainability. The Academy also provides professional and educational resources for researchers across all phases of their careers. Please visit us online at www.nyas.org JOB TITLE: Vice President, Development DEPARTMENT: Development REPORTS TO: Executive Vice President & COO SUMMARY: The Vice President, Development serves as the Academy’s chief fundraising officer, responsible for developing and executing a comprehensive philanthropic strategy that advances the Academy’s mission to drive science, innovation and STEM education for the benefit of society. Working closely with the President & CEO, Executive Vice President & COO, Board of Governors, senior leadership and program teams, the VP Development builds meaningful relationships with corporate, foundation, and individual donors while ensuring fundraising priorities are tightly aligned with organizational strategy. This is an exciting, highly collaborative, hands-on leadership role that combines strategic planning, operational oversight, and fundraising execution in a period in which the Academy is building out a variety of new initiatives in response to societal and technological change. ESSENTIAL DUTIES: • Lead and execute the Academy’s comprehensive philanthropic strategy to achieve annual and multi-year revenue goals and advance strategic priorities., • Partner with the President & CEO, EVP & COO, Board of Governors, and senior leadership to drive donor engagement, fundraising initiatives, and external partnerships., • Partner with Academy leaders across scientific programs, education, conferences, awards, fellowships, membership and public engagement to expand and strengthen corporate, foundation, and institutional partnerships, securing multi-year funding and sponsorship opportunities aligned with mission priorities., • Serve as the President & CEO’s fundraising partner by identifying, preparing for, and participating in high-level donor cultivation and solicitation opportunities. Ensure effective engagement by stewarding high-capacity donors and strategic partners, while maintaining a robust pipeline of major, principal, and planned gifts., • Manage and expand a portfolio of key donors, with particular attention to securing ongoing unrestricted support. Identify and pursue new philanthropic opportunities that support program growth, innovation, and long-term sustainability., • Oversee and lead the Development function, including team performance, operations, and fundraising infrastructure, ensuring accountability, efficiency, and results., • Establish and monitor performance metrics, benchmarks, and reporting systems to track progress against fundraising goals and support strategic decision-making., • Represent the Academy externally and position it as a leading partner for philanthropic investment in scientific research, education, and innovation. GENERAL RESPONSIBILITIES: Individual Contributor Responsibilities: • Personally cultivate, solicit, and steward high-capacity donors capable of making transformative philanthropic investments., • Build and execute comprehensive donor engagement strategies that deepen relationships over time and actively manage a pipeline of major, principal and planned gifts., • Lead select high-level corporate partnerships, sponsorships and strategic fundraising opportunities., • Serve as a key external ambassador for the Academy with donors and corporate partners. Strategic Leadership and Department Accountability: • Implement and operationalize the Academy’s development strategy in alignment with strategic priorities and financial goals., • Maintain robust fundraising performance reporting and analytics for Senior Management and the Board to support strategic decision-making and revenue forecasting., • Ensure strong fundraising infrastructure, including donor databases, prospect research, stewardship and compliance with all fundraising regulations, ethical standards, and reporting requirements., • Foster a culture of philanthropy throughout the organization., • Perform other related duties as assigned in support of the Academy’s mission. SUPERVISORY RESPONSIBILITY: The VP sets clear goals and expectations, supports professional development, and fosters a collaborative, high-performing team culture aligned with the Academy’s advancement priorities for the Development department. The department consists of a Development Coordinator and a Senior Director, Institutional Giving. The VP provides leadership, coaching, and performance management as appropriate to align efforts; ensure accurate tracking, reporting and analytics across all revenue streams; and ensure strong execution. REQUIREMENTS: • 15+ years of progressively senior advancement or fundraising leadership experience., • Demonstrated success securing major and principal gifts and forging corporate partnerships, including six- and seven-figure commitments., • Experience leading comprehensive advancement programs at complex nonprofit, higher education, research, or science-based organizations., • Proven ability to build and manage high-performing development teams., • Demonstrated ability to develop and deliver detailed fundraising performance reports, including tracking progress against annual and multi-year development goals, and communicating results clearly to senior leadership and board stakeholders. Skills and Leadership Profile • Strategic thinker with the ability to align fundraising with mission-driven programmatic priorities and to translate complex scientific concepts into compelling philanthropic opportunities., • Exceptional relationship builder with credibility among philanthropists, scientific leaders, and institutional partners., • Nimble and entrepreneurial leader who enjoys problem-solving and thrives in lean and complex environments., • Strong understanding of philanthropic trends in science, education, and innovation sectors., • Highly collaborative leadership style and ability to influence across diverse stakeholders. Preferred Background • Experience fundraising for organizations advancing science, education, research, innovation, public policy, and / or healthcare and for complex mission driven organizations with multiple programmatic strands., • Familiarity with global philanthropy and international partnerships., • Understanding of the science, technology, and innovation ecosystem in New York City and globally. WORK SCHEDULE: The Academy operates during standard business hours Monday through Friday from 9am-5pm ET. Standard work week is 35 hours, unless otherwise noted. The Academy offers a flexible hybrid work model, which includes a combination of in-office and remote work. Specific in-office days are determined in coordination with the team and leadership. Flexibility is offered where possible, but regular in-person collaboration is required to support team effectiveness and project goals. This role requires up to 5% travel, which may include both domestic and international destinations. Travel is typically scheduled in advance and may be required for attending offsite fundraising events. This position is primarily sedentary and performed in a professional office environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, and video conferencing technology. Employees are regularly required to sit or stand for extended periods, communicate effectively, and occasional walking, bending, or lifting of light items (up to 10 pounds) may be required. COMPENSATION & BENEFITS: Salary Range: $210,000- $240,000 annually. This is a full-time, exempt position. The salary listed represents a target range; final compensation will be determined based on multiple factors, including experience and qualifications. In addition to salary, the Academy offers a comprehensive benefits package, which includes affordable health insurance, a retirement plan with matching employer contributions, a personal and career development stipend, as well as generous paid time off policies. Equal Employment Opportunity Statement The New York Academy of Sciences is an Equal Opportunity Employer and is committed to compliance with all applicable federal, state, and local employment laws. We prohibit discrimination in all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and termination, on the basis of any legally protected characteristic. This includes, but is not limited to, actual or perceived race, color, creed, religion, national origin, sex, gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by law. The Academy is also committed to making good faith efforts to recruit applicants from a wide range of backgrounds, experiences, and perspectives, including those historically underrepresented in the sciences Reasonable Accommodations The Academy is committed to providing reasonable accommodations to qualified individuals with disabilities and applicants with disabilities throughout the recruitment and employment process, in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. If you need assistance or accommodations during the application or interview process, please contact Human Resources at hr@nyas.org Powered by JazzHR q6TfIQAhrs

Job DescriptionApplicants must be willing to work from NYC Office(hybrid Setup) About the Role We are seeking a seasoned, execution-focused Chief Operating Officer (COO) to design, scale, and run our global operating systems. Our company is built on a strong foundation of client-first culture, deep cross-functional collaboration, and an accountable mindset. As we enter our next phase of scale, the COO will protect and build upon these core strengths, translating corporate strategy into a disciplined, measurable operating cadence. This role is the connective tissue across our C-suite. You will not operate in a functional silo. Instead, you will build the underlying architecture, including processes, data flows, accountability metrics, and communication rhythms, that allows our Product, Sales, Finance, Talent, Legal, Client Success, and Operations teams to remain highly collaborative and client-focused as we grow. Key Responsibilities1. Operationalizing Our Accountable Mindset • Own the Operating System: Design and manage the company’s strategic planning cycles, including annual planning, quarterly reviews, and monthly business reviews. Transform high-level strategy into clear departmental OKRs, KPIs, owners, and execution plans., • Institutionalize Clear Ownership: Build systems where performance is visible, measurable, and actively managed. Ensure bottlenecks are identified early, tradeoffs are made transparently, and decisions are executed with urgency., • Data-Driven Visibility: Build and maintain operational dashboards that give the executive team real-time visibility into company health, utilization, client outcomes, financial performance, and departmental execution., • Executive Cadence: Create the rhythms that help the full C-suite operate as one leadership team, including decision forums, cross-functional reviews, escalation paths, and follow-through mechanisms.2. Scaling a Client-First Culture Globally, • Delivery Efficiency & Quality: Partner with Client Delivery, Client Success, Product, and Sales teams to institutionalize playbooks, standard operating procedures, and quality metrics that protect client outcomes and margins as enterprise accounts scale., • Global Operational Alignment: Optimize infrastructure and communication channels to support a distributed, global workforce, ensuring our client-first ethos remains consistent across time zones, regions, and client segments., • Global Client Readiness: Ensure the company has the processes, staffing models, escalation paths, and operating standards required to support global clients with consistency, speed, and quality., • Risk & Compliance Integration: Collaborate with Legal, Risk, Security, and Compliance functions to embed regulatory, contractual, privacy, security, and compliance requirements into client-facing workflows without creating unnecessary bureaucracy.3. Preserving and Enhancing Collaborative Culture, • Cross-Functional Orchestration: Partner closely with Finance, People/HR, Legal, Product, Sales, Client Success, and Technology leaders to ensure resource allocation, budget forecasting, hiring plans, and operating priorities support company-wide goals rather than departmental silos., • C-Suite Partnership: Serve as a trusted operating partner to the full executive team, helping leaders sharpen priorities, resolve dependencies, improve decision quality, and translate functional strategies into company-wide execution., • People & Talent Systems: Partner with People/HR to strengthen organizational design, hiring discipline, leadership development, performance management, compensation philosophy, employee engagement, retention, and global team practices., • Finance & Planning Discipline: Partner with Finance to improve budgeting, forecasting, resource allocation, operating leverage, capacity planning, and visibility into the financial impact of operational decisions., • Legal & Business Operations Discipline: Partner with Legal and business leaders to streamline contracting, vendor management, governance, policy management, and risk-aware operational processes., • Tooling & Automation Efficiency: Champion the adoption of internal automation, modern tooling, and AI-driven workflows to reduce administrative friction, improve productivity, and allow teams to spend more time collaborating on high-value strategic work.4. AI as an Operating Advantage, • AI-Enabled Scale: Identify and implement practical AI use cases across operations, client delivery, analytics, knowledge management, internal productivity, reporting, and decision support., • Workflow Transformation: Help teams redesign workflows around automation and AI, not just layer new tools on top of old processes., • Competitive Advantage: Ensure AI becomes a core operating advantage that helps the company move faster, serve clients better, improve quality, and scale more efficiently.What We’re Looking For, • Proven Executive Leadership: 5+ years of experience as a COO, VP of Operations, GM within a B2B SaaS, technology, fintech, or enterprise services company operating at least $10mm+ ARR., • Cultural Alignment: Proven track record of leading organizations that prioritize client satisfaction, high team collaboration, humility, learning mindset, and metric-driven accountability., • Architecture Mindset: Background building operational infrastructure from scratch or significantly upgrading legacy systems to support rapid corporate scale., • Commercial & Financial Acumen: Strong fluency in corporate finance, P&L management, operating leverage, resource allocation, and capital discipline. You look at operations through the lens of efficiency, client retention, and durable growth., • People, Finance & Legal Partnership: Experience partnering deeply with People/HR, Finance, Legal, Risk, Compliance, and Business Operations as core drivers of company scale., • Global Operating Experience: Experience supporting global clients and distributed global teams across regions, cultures, and time zones., • AI-Forward Operator: Practical understanding of how AI, automation, and modern tooling can improve productivity, quality, client experience, and operating leverage., • High-EQ Leadership: Exceptional communication skills with the ability to challenge peer executives constructively, build consensus, listen deeply, and drive organizational change smoothly., • Humility & Learning Mindset: Self-aware, curious, open to feedback, and able to lead without ego while still creating clarity and accountability., • Industry Knowledge: Experience in asset/wealth management industry is a major plus. Leadership Attributes We are looking for a COO who is: • Client-first: Protects client outcomes as the company scales., • People-centered and performance-oriented: Builds strong teams while raising the bar., • AI-forward: Uses AI and automation as practical levers for scale., • Accountability-driven: Creates clarity around ownership, metrics, execution, and follow-through., • Collaborative: Strengthens cross-functional trust and helps the full C-suite operate as one team., • Humble and curious: Listens first, learns quickly, and leads without ego., • Commercially sharp: Understands how operations affect revenue, margin, retention, and growth., • Globally minded: Understands how to operate across regions, time zones, cultures, and client expectations., • Operationally rigorous: Brings discipline and structure without unnecessary bureaucracy. Why Join Us • Base Salary Range: USD185,000 - USD250,000, • Performance based - incentives & ESOPs, • Medical, Dental, and Vision coverage via JustWorks/One Medical, • 401(k) plan, • Generous PTO plus sick leave and paid holidays, • Employee donation matching, • Rewards and recognition Program Powered by JazzHR p1EjjQbZNz

Job DescriptionDescription: Role: Senior Vice President of Operations Location: New York City | Hybrid (4 days in office) Salary Range: $185,000 – $225,000 Reports to: Chief Executive Officer Transform Operations. Scale Excellence. Elevate the Experience. About Us New York Preschool & Kids Club is an early childhood education and enrichment platform serving modern New York families through high-quality preschool education, enrichment programming, extended day, and summer camp experiences . With multiple schools across NYC and private-equity backing, NYPKC is building a best-in-class operating platform, delivering on the full family experience for children and parents. About the Role The Senior Vice President of Operations is responsible for leading operational excellence across NYPKC and ensuring consistent execution of the company's strategy across every school and support function. Reporting directly to the CEO, this executive owns the systems, processes, and operational infrastructure that enable our schools to deliver an exceptional experience for children, families, and employees while achieving organizational growth and financial performance. This role serves as the operational leader of the organization, translating strategy into execution while building scalable systems, disciplined operating practices, and a culture of accountability. The SVP of Operations partners closely with Finance, Education, Human Resources, Enrollment, Marketing, and school leadership to ensure the organization operates as one high-performing platform. How This Role Fits Into the Organization The Senior Vice President of Operations reports directly to the CEO and serves as a member of the Executive Leadership Team. This role oversees day-to-day operations across all NYPKC schools and corporate operational functions, ensuring alignment between strategy and execution. The SVP partners closely with: • Chief People Officer, • SVP of Finance, • VP of Education, • Enrollment Manager, • Marketing & Brand, • Heads of School, • Client Experience Coordinators Together, the executive team is responsible for delivering exceptional educational experiences while building a scalable, operationally excellent organization positioned for long-term growth. What You’ll Do Multi-Site Operations Leadership • Lead day-to-day operations across all NYPKC schools, • Ensure operational consistency across locations while maintaining flexibility to meet neighborhood-specific needs, • Develop operational standards that create a best-in-class parent and employee experience, • Drive accountability for operational execution throughout the organization Operational Excellence & Continuous Improvement • Design, implement, and continuously improve company-wide operational processes, • Develop scalable operating procedures, playbooks, and systems, • Identify opportunities to simplify operations, eliminate inefficiencies, and improve execution, • Champion continuous improvement across every function School Performance • Partner with school leadership to improve operational performance across all locations, • Monitor key business metrics including:, • Enrollment, • Capacity utilization, • Staffing, • Labor productivity, • Customer satisfaction, • Operational readiness, • Safety & compliance, • Retention, • Financial performance, • Develop action plans for underperforming schools and ensure consistent follow-through Facilities, Safety & Compliance • Oversee all operational compliance across the organization, • Ensure schools consistently meet or exceed licensing, health, safety, and regulatory requirements, • Partner with facilities teams on maintenance, capital improvements, vendor management, and operational readiness, • Lead crisis management and operational response planning Family Experience • Own operational aspects of the family journey from enrollment through graduation, • Partner with Enrollment and Marketing to ensure a seamless experience across every touchpoint, • Continuously improve customer service standards, communication, onboarding, and issue resolution Operational Systems & Technology • Lead the organization's operational technology strategy, • Optimize systems including:, • Playground, • HubSpot, • Paylocity, • Business reporting tools, • Operational dashboards, • Champion automation and technology that improves efficiency and visibility Financial & Operational Performance • Partner with Finance to improve profitability across the organization., • Monitor:, • Labor efficiency, • Capacity utilization, • Operational expenses, • Vendor performance, • School-level financial performance, • Ensure operational decisions support organizational financial objectives Leadership & Team Development • Recruit, develop, and lead a high-performing operations organization, • Coach school leaders and operational managers to build stronger execution capabilities, • Create a culture centered on:, • Accountability, • Ownership, • Collaboration, • Continuous improvement, • Operational excellence Strategic Initiatives • Lead organization-wide operational initiatives, • Support new school openings, acquisitions, expansion opportunities, and new program launches, • Translate executive strategy into operational execution plans, • Manage cross-functional projects from planning through implementation, • Perform other duties as assigned The statements in this job description are intended to describe the essential nature and level of work being performed. They are not intended to be all responsibilities or qualifications of the job. Requirements: What We’re Looking For • 10+ years of progressive operational leadership experience, • Minimum of 5 years leading multi-site operations across multiple locations, • Experience leading leaders and managing large cross-functional organizations, • Strong financial and operational acumen with experience managing budgets and operational KPIs, • Demonstrated success building scalable operating systems and processes, • Experience leading organizational change and continuous improvement initiatives, • Strong analytical skills with the ability to translate data into action, • Exceptional executive communication and stakeholder management skills, • Proven ability to build high-performing teams and develop leaders, • Bachelor's degree required; MBA or other advanced degree preferred, • Experience within education, hospitality, healthcare, retail, or other multi-unit service organizations strongly preferred, • Private equity-backed growth experience preferred Physical exam and background checks are required for this position. What Success Looks Like • Consistent operational execution across every NYPKC location, • Improved enrollment readiness and school-level operational performance, • Strong labor productivity and operational efficiency, • High levels of family satisfaction and retention, • Schools that consistently exceed compliance and safety standards, • Reliable operational reporting and executive dashboards that support decision-making, • Standardized systems and processes that support future growth, • Strong cross-functional collaboration across Education, Finance, HR, Enrollment, and Marketing, • A scalable operating platform capable of supporting new schools, acquisitions, and long-term expansion If you are a transformative leader who thrives at the intersection of strategy, execution, and experience, this is your opportunity to redefine what operational excellence looks like at scale. Join us now! Why You’ll Love Working Here • Time to Recharge: Enjoy 15 PTO days to start, 7 sick days, paid company holidays, and a full week off during winter break, because supporting educators starts with supporting balance., • Career Investment: Tuition Reimbursement Program up to $5,000 annually to help you reach your next educational goal., • Comprehensive Care: Medical, Dental, and Vision coverage, plus a 401(k) Plan with Company Contribution, • The Extras: Commuter programs, discounted fitness memberships, and more! Physical Demands: The role involves standing, walking, sitting, constant movement, and occasional climbing. The ability to lift and move up to 50 pounds is required. Specific sensory abilities include close vision, color vision, peripheral vision, depth perception, and adjustment of focus. Inclusivity and Diversity: NY Preschool & Kids Club is committed to an inclusive and diverse community. We celebrate differences, leading with kindness and respect. We are an equal opportunity employer, prohibiting discrimination based on various factors. Accommodations: The NY Preschool & Kids Club complies with ADA requirements. If you need accommodation in completing the application, please contact interview@nykidsclub.com.

Job DescriptionJob Description A well-established residential property management firm is seeking a seasoned executive leader to oversee the operations of a large-scale portfolio in New York, totaling over 1,100 apartments. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced environment and has deep expertise in compliance, legal requirements, property operations, and team leadership. Responsibilities: • Oversee all aspects of residential property operations, ensuring compliance with New York City and State regulations, tax abatements, and legal procedures., • Lead, mentor, and manage a diverse team, including 3 property managers, 8 office staff (management & accounting), and multiple building superintendents., • Implement systems and processes (RentManager or alternative platforms) to streamline operations, reduce errors, and enhance automation., • Ensure timely and accurate completion of compliance filings, tax abatements, lease documentation, and tenant communications., • Monitor and enforce performance standards for both office staff and field personnel., • Collaborate with accounting to ensure accurate financial reporting, collections, and expense management., • Develop and maintain operational policies and procedures to prevent errors and mitigate risks., • Drive continuous improvement initiatives across the organization, fostering a culture of accountability and operational excellence.Qualifications:, • Bachelor’s degree in Business Administration, Real Estate, or related field (MBA or advanced degree preferred)., • 10+ years of progressive leadership experience in property management, real estate operations, or related field., • Strong knowledge of New York residential property compliance, legal procedures, and tax abatements., • Proven ability to oversee large teams across office and field operations., • Experience implementing operational systems and driving process automation (RentManager or similar platforms)., • Exceptional organizational skills with a strong attention to detail—able to identify and prevent costly errors., • Strategic thinker with excellent problem-solving and decision-making abilities., • Strong interpersonal and communication skills to effectively lead teams and engage with stakeholders.

Job DescriptionOur practice, Riverside Oral Surgery, is seeking an enthusiastic and experienced Surgical Dental Assistant to join our team! This is a unique and exciting opportunity for individuals passionate about Oral Surgery and committed to delivering outstanding care. As an Surgical Dental Assistant, you will play a crucial role in providing exceptional patient care and supporting our Oral Surgeons with various surgical procedures. This is a unique and exciting opportunity for individuals passionate about oral surgery and committed to delivering outstanding dental services. What You'll Do: The Surgical Dental Assistant will play a crucial role in providing exceptional patient care and supporting our Oral Surgeons throughout various surgical procedures. The successful candidate will be able to: Preparing the Treatment Room:-Ensure the treatment room is clean, organized, and equipped with the necessary instruments and supplies-Sterilize and maintain surgical instruments according to infection control guidelines-Set up equipment such as suction devices, dental chairs, X-ray machines, and surgical lights Assisting with Oral Surgery Procedures:-Prepare patients for Oral Surgery, explaining the procedure and addressing any concerns they may have-Assist Oral Surgeons during surgical procedures, anticipating their needs and providing the necessary instruments and materials-Maintain a sterile environment during surgery, following strict infection control protocols-Monitor patients' vital signs and comfort level during surgery, ensuring their well-being at all times-Handle and dispose of surgical waste and hazardous materials in compliance with safety regulations Patient Support and Education:-Provide post-operative care instructions to patients, including oral hygiene practices, medication administration, and dietary restrictions- Answer patients’ questions and concerns, offering reassurance and empathy throughout their treatment process-Educate patients about oral health, prevention methods, and the importance of regular dental visits-Maintain accurate and detailed patient records, documenting treatment plans, procedures, and progress Administrative Duties:-Schedule patient appointments and coordinate with other dental staff to ensure smooth patient flow-Manage patient records, update medical histories, and handle billing and insurance documentation-Assist with inventory management, ordering dental supplies, and maintaining equipment-Perform any and all other duties as assigned What You’ll Bring: -High school diploma or equivalent required-Valid X-ray license is required-Previous experience as a dental assistant, particularly in Oral Surgery, is highly desirable-Discharge experience is highly preferred-Knowledge of oral surgery procedures, instruments, and materials-Familiarity with infection control protocols and safety measures-Ability to work in a fast-paced environment and handle multiple tasks simultaneously.-Excellent interpersonal and communication skills, with a compassionate and patient-centered approach-Strong organizational skills and attention to detail-Proficiency in dental software and computer literacy Perks of the Job: -Highly competitive salaries & annual performance and compensation reviews-Competitive health insurance and benefits, including medical, dental, vision, disability, and more-401k retirement savings plan that includes employer match-Generous Paid Time Off, sick leave, and paid holidays-Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region’s first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons’ independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at www.max-ssm.com. MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionLHH Recruitment Solutions is partnering with an established biotech organization on an open-ended contract opportunity for an Accounts Payable Specialist to join their finance team. This position has the potential to evolve into a permanent role. We are seeking a candidate with experience in accounts payable, expense reimbursements, and corporate card administration who thrives in a fast-paced environment. In this role, you will support day-to-day payment processing, travel and expense activities, and ongoing process improvement initiatives. Please Apply Now if you are interested in this role! Responsibilities: • Manage the full cycle of vendor payments, employee reimbursements, and expense-related transactions while ensuring accuracy and timely processing, • Review invoices, expense reports, and corporate card activity for proper approvals, compliance, and accounting treatment, • Partner with employees, vendors, and internal departments to resolve payment discrepancies, documentation issues, and account inquiries, • Administer travel and expense programs, including reimbursement processing, approval workflows, and corporate card maintenance, • Support month-end close activities through reconciliations, reporting, and analysis of accounts payable and expense-related transactions, • Leverage financial systems and expense platforms to monitor activity, troubleshoot issues, generate reports, and improve workflows, • Assist with audits, internal controls, and process improvement initiatives aimed at enhancing efficiency and strengthening financial operationsQualifications:, • Bachelor's degree in Accounting, Finance, or a related field, • 2+ years of accounts payable experience, • Experience with ERP and accounting systems such as SAP, Concur, Coupa, or similar platforms, • Strong Excel skills, including Pivot Tables and VLOOKUPs, • Excellent attention to detail, organization, and communication skillsSchedule:, • 1 day per week in office, 4 days remote (Midtown, Manhattan)$29-38/hr Pay Details: $29.00 to $38.00 per hour Search managed by: Shoshana Ronen Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionAbout Us At Vector Media, we’re building the future of Mobility Marketing, where media moves with people, meets them in real life, and makes a lasting impression. In an advertising world cluttered with screens and scrolls, we deliver real-world media with real results. From digital bus shelters and street-level storytelling to experiential activations, college campus and sports partnerships, we connect brands with audiences in the moments that matter most. Our high-impact media, including fully wrapped vehicles and custom-built experiential assets, turns heads in cities nationwide. And with a presence in 50+ markets, we bring campaigns to life across communities, cultures, and coasts. Founded in 1998, Vector has grown from an OOH disruptor into a full-service platform built on data, creativity, and movement. We call it Marketing in Motion, an approach that blends storytelling and strategy to drive results across every channel we touch. But what truly sets us apart is how we show up: as partners. With our clients. With our media partners. With each other. Through accountability, innovation, and shared ambition, we’re helping brands do more than reach people, we’re helping them move people. What We Value • Accountability: Taking ownership of our actions, learning from mistakes, and earning trust through responsibility., • Growth: Supporting personal and professional development, knowing that when our team members thrive, the company thrives., • Excellence: Always striving for the best possible results and never settling for “good enough”., • Fun: Bringing energy, creativity, and joy into our work while celebrating our successes together. Position Summary Vector Media is seeking an entrepreneurial, results-driven VP of Experiential Marketing to build, scale, and lead our experiential marketing department from the ground up at our New York City headquarters. Reporting directly to the EVP of Marketing, this foundational leadership role operates in a dynamic, "startup-feel" environment where you will integrate groundbreaking experiential strategies with our broader mobility marketing efforts. You will be fully responsible for the end-to-end activation lifecycle—translating client goals into impactful concepts, managing detailed design and vendor contracting, overseeing production logistics, and executing campaigns that elevate brand engagement and deliver exceptional value. This position requires a strategic builder with deep expertise in production logistics and cross-functional leadership to ensure all programs are delivered seamlessly, resources are optimized efficiently, and campaigns drive sustainable commercial success. This role will lead a high-performing experiential marketing team and is required to be in the office at least three days per week. Base Salary Pay Range Details: $125,000 - $150,000 per year. This role includes a base salary and annual bonus potential. The salary range is subject to change and may be amended in the future. Experience, education, skills, and other factors are considered when determining the salary offered. Who You Are • A creative force with a passion for bringing brands to life through unforgettable experiences., • A collaborative leader who thrives on working with cross-functional teams to deliver integrated, exceptional, and impactful campaigns., • A highly organized manager energized by overseeing multiple complex projects and ensuring success down to the detail., • A results-driven professional constantly seeking to measure impact and demonstrate the value of experiential marketing. What You’ll Bring • 10+ years of experience in experiential production, event operations, or related project management, with at least 5 years in a senior leadership role., • Experience working at a media company running experiential/events, experiential agencies, sports marketing agencies and fabricators, • Proven track record of successfully conceiving, planning, and executing complex, high-impact experiential campaigns., • Deep familiarity with venues, regulations, vendor landscape, and consumer dynamics is essential., • Strong creative vision combined with a pragmatic understanding of production logistics and budget realities., • Proven track record of managing multiple concurrent programs, while managing large, complex budgets and driving profitability across multiple concurrent programs., • Deep understanding of experiential production workflows, permitting, and vendor ecosystems., • Strong negotiation and contract management skills., • Excellent organizational, problem-solving, and communication abilities., • Comfortable leading on-site activations, including occasional evenings or weekends as needed., • Proficiency with budgeting and project management tools (Excel, Smartsheet, Asana). What You’ll Do Program Strategy & Development • Develop and champion a cutting-edge experiential marketing practice that aligns with client objectives and company growth goals, integrating seamlessly with our out-of-home and mobility marketing offerings., • Lead the development and execution of diverse experiential campaigns, from pop-ups and interactive installations to large-scale events and brand immersions., • Translate client briefs/RFP’s and marketing objectives into executable experiential plans that balance creativity with operational feasibility and financial discipline., • Oversee all project phases, creative development, budgeting, vendor selection/management, logistics permitting, production, and flawless on-site execution., • Maintain a solutions-oriented approach to delivering complex programs within budgetary and contractual parameters.Cross-Functional Collaboration, • Work closely with Sales, Operations, Creative, and Finance teams to align experiential programs with broader campaigns and business objectives., • Present activation plans, budgets, and post-project financials to clients and internal stakeholders., • Foster a shared commitment to delivering high-quality experiences within defined budget parameters.Budget Management & Profit Optimization, • Develop comprehensive budgets for all experiential activations, including materials, labor, logistics, vendor costs, and contingencies., • Oversee P&L for each program, ensuring alignment with margin targets and company financial objectives., • Proactively track costs, identify potential overages, and implement corrective actions to protect profitability., • Partner with Finance to reconcile project budgets, manage invoicing, and ensure timely closeout and reporting., • Establish processes to continuously improve budget forecasting accuracy and cost controls.Vendor Sourcing & Contracting, • Identify, negotiate, and contract with production vendors, fabricators, staffing partners, and logistics providers., • Maintain preferred vendor relationships to leverage buying power, optimize pricing, and uphold quality standards., • Ensure all agreements are structured to protect the company’s financial and operational interests.Execution & Delivery, • Oversee all production and activation phases, from permitting and fabrication through installation, live execution, and takedown., • Serve as the primary escalation point for operational and budget-related issues during execution., • Implement rigorous quality control and risk management processes to ensure flawless delivery and compliance.Team Leadership & Development, • Build, lead, and mentor a high-performing experiential activation team, instilling a culture of accountability, cost discipline, and operational excellence., • Develop team capabilities in budgeting, production management, and vendor negotiation.Preferred Qualifications, • Experience working in out-of-home media or large-scale experiential activations., • Experience working at a media company, • Familiarity with compliance and safety standards in public event environments., • Knowledge of financial reporting and project profitability metrics Vector Media is an Equal Opportunity Employer and does not discriminate on the basis of sex, race, age, national origin, ethnic background, disability, veteran status or any other characteristic protected by law. 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Job Description Summary: Safe Horizon’s Director Development - Strategic Partnerships is a high-level, cross-functional, external-facing role that contributes to raising significant private revenue and growing our organizational brand. The Director will be responsible for a strategic portfolio of leading companies and select nonprofit donors and prospects, working to: maximize and leverage philanthropic partnerships that drive private revenue and contribute to brand building and awareness; secure new and grow existing corporate grants and event sponsorships at the five- and six-figure levels; collaborate closely with the Communications team on strategic visibility opportunities; and support Safe Horizon’s efforts to build its reputation as a national thought leader on victim services and anti-violence in the U.S. This position is a part of the Development and Communications team and reports directly to the Vice President, Individual and Community Engagement. Responsibilities: • In collaboration with Development and Communications team leadership, lead a robust and sustainable fundraising and external relations plan to grow a portfolio of strategic partnerships with leading companies and influential nonprofits, with a focus on securing grants and sponsorships at the $25K+ level., • Serve as an external-facing ambassador in all donor relationships and as needed, support Executive leadership, including the Chief Executive Officer, in high-stakes interactions., • Have primary responsibility for the development and execution of donor proposals and reports within the portfolio, ensuring that donor business objectives are aligned with organizational mission and grant compliance is maintained., • Work closely with Individual Giving, Events, Foundations teams to integrate shared fundraising strategies for maximum organizational benefit., • In partnership with Director of Development Events, manage strategic employee engagement and pro-bono volunteer activities for high-level donors., • Conduct research and lead outreach efforts to expand the pool of corporate prospects—especially companies that are BIPOC, women-owned/led, and align with Safe Horizon values—for grant support and strategic partnership opportunities, including event sponsorship and cause marketing., • Strategize with the Communications team regularly to identify full range of opportunities with companies and influential groups, such as media visibility and co-branded partnerships., • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work, partnerships, writing, and approach., • Take on special projects as requested, plus other duties as assigned. Qualifications: • 6+ years of corporate fundraising and portfolio management experience, including independently executing a sophisticated fundraising operation at a nonprofit. Major and principal gift fundraising is a plus., • Demonstrated history of successfully meeting fundraising goals and securing corporate and other high-profile gifts and grants at the $50K+ level., • Experience in nonprofit grants management, sponsorship, or cause marketing., • Top-notch presentation, public speaking, project management, and business and grant writing skills required., • Exceptional attention to detail while acutely aware of the "big picture" i.e. revenue strategy and financial goals., • Comfortable working with various constituencies and skilled in articulating the mission of Safe Horizon in a manner that generates supportive responses; history of success in securing and managing new relationships., • Ability to work in a fast-paced, multi-stakeholder, deadline driven environment and manage multiple demands., • Passion for Safe Horizon’s mission & values, grounded in anti-racist and survivor-centered analysis., • Excellent interpersonal and communication skills (both verbal and written), including strong presentation and negotiation skills., • Bachelor’s or Master’s degree or equivalent relevant experience., • Ability to travel within New York City as needed. This is a hybrid position with the opportunity to work remotely 3 days per week. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12ScreenRdr.pdf Know Your Rights: Workplace discrimination is illegal. Hiring Range: $82,000 - $100,000 Annually Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center This is a hybrid position requiring 2 days per week onsite in NYC with the flexibility to work remotely 3 days per week, subject to change. Safe Horizon was named one of City & State New York Top Workplaces of 2025 and recognized for Great Employee Benefits!

Job DescriptionVP of Product Marketing Location: New York, NY Employment Type: Full-Time About the Role We're seeking an experienced VP/Director of Technical Product Marketing to lead our product marketing function for the region from our US office. This is a strategic leadership role where you'll shape how enterprises understand and adopt our trust and safety solutions. You'll be responsible for developing region-specific go-to-market strategies, driving product positioning that resonates with local markets, and establishing Pixalate as a thought leader in ad fraud prevention and digital trust. This role offers the unique opportunity to build and scale product marketing capabilities in one of the world's fastest-growing digital advertising markets while working with cutting-edge technology that's transforming the industry. Key Responsibilities Strategic Leadership • Define and execute the product marketing strategy, aligning with global objectives while addressing regional market dynamics, • Develop compelling product positioning and messaging that communicates Pixalate's unique value across trust and safety, fraud prevention, and compliance solutions, • Lead go-to-market planning and execution for product launches, feature releases, and market expansion initiatives across the region, • Build and maintain relationships with key industry stakeholders, including advertisers, publishers, agencies, and technology partnersProduct Marketing Excellence, • Translate complex trust and safety technology into clear, compelling value propositions for diverse audiences including advertisers, publishers, and platforms, • Create high-impact product collateral including presentations, case studies, solution briefs, whitepapers, and competitive analyses tailored to US markets, • Drive product naming, positioning, and messaging initiatives that differentiate Pixalate in competitive markets, • Develop and maintain comprehensive competitive intelligence, understanding how regional and global competitors position their solutionsMarket Expertise & Thought Leadership, • Maintain deep expertise in ad fraud, brand safety, privacy compliance, and trust and safety challenges specific to US markets, • Represent Pixalate at industry events, conferences, and panels as a product expert and thought leader, • Engage with industry bodies and working groups (IAB, MRC, TAG, local equivalents) to shape industry standards and practices, • Stay ahead of emerging fraud tactics, regulatory changes, and market trendsCross-Functional Collaboration, • Partner closely with product management, engineering, and data science teams to understand product capabilities and roadmap, • Work with sales and business development teams to enable effective product demonstrations, presentations, and customer conversations, • Collaborate with customer success teams to gather customer insights, develop case studies, and identify product marketing opportunities, • Support global marketing initiatives while ensuring regional relevance and adaptationAnalytics & Optimization, • Implement metrics-driven approaches to measure product marketing effectiveness and campaign performance, • Analyze market data, customer feedback, and competitive intelligence to inform product positioning and strategy, • Provide data-driven recommendations to influence product pricing, roadmap, and go-to-market prioritiesQualifications Required Experience & Background • 8+ years of product marketing experience in B2B SaaS, with at least 10+ years in technology or cybersecurity-related roles, • Proven track record in senior product marketing roles at ad tech, fraud prevention, cybersecurity, or enterprise security companies, • Deep expertise in at least one of the following domains: ad fraud prevention, brand safety, cybersecurity threat intelligence, or trust and safety technologies, • Demonstrated success developing and executing go-to-market strategies that drive revenue growth in enterprise markets, • Experience working in or marketing to the region with understanding of regional market dynamics and cultural nuancesTechnical Competency, • Technical background (computer science, engineering, or equivalent) with ability to understand complex fraud prevention and trust and safety technologies, • Strong understanding of digital advertising ecosystems, programmatic advertising, and ad tech infrastructure, • Knowledge of fraud detection methodologies, malware, botnets, and threat intelligence concepts, • Familiarity with data privacy regulations across APAC markets (PDPA, GDPR implications, etc.)Skills & Attributes, • Exceptional communication and storytelling abilities with proven success creating compelling product narratives, • Strong analytical mindset with comfort working with data, metrics, and performance indicators, • Entrepreneurial spirit with hands-on approach and "do-whatever-it-takes" attitude, • Experience presenting to C-level executives and technical audiences alike, • Comfortable working across time zones to collaborate with global teams, • Track record of success in fast-paced, high-growth technology companiesPreferred Qualifications, • Experience with AI/ML applications in fraud prevention or trust and safety, • Understanding of mobile ecosystem challenges for fraud detection, • Established relationships with advertising industry stakeholders, • Experience managing or mentoring product marketing teams, • Background in enterprise security or payment fraud preventionBenefits Health & Wellbeing • Medical, dental, and vision insurance — 100% of employee premiums covered by Pixalate, 50% for dependents, • Generous parental leave and maternity leave, • Unlimited PTO Financial • 401(k), • Employee referral bonus program, • Monthly internet reimbursement Work Style • Remote-first — work from the DC or NY metro area, • Casual, flexible work environment, • Annual team events, • Clear path to sales leadership as Pixalate’s team grows, • International and Domestic TravelAbout Us We're the leader in fraud detection and privacy compliance for digital advertising, protecting billions in ad spend for Fortune 500 brands and major ad platforms. As fraudsters increasingly use AI to create sophisticated attacks, we're building the next generation of AI-powered detection systems to stay ahead. Our platform has been used to unearth multiple high-profile criminal and illegal surveillance cases, including: • UNICEF: Pixalate was recently recognized by UNICEF as a Key Innovator for protecting children’s online privacy. & UNICEF Global Compliance Tech case study, • Gizmodo: An iCloud Feature Is Enabling a $65 Million Scam, New Research Says, • Adweek: A 7-Figure Ad Fraud Scheme Running on Roku Underlines Murkiness of CTV, • Washington Post: Your kids’ apps are spying on them, • Pro Publica: Porn, Piracy, Fraud: What Lurks Inside Google’s Black Box Ad Empire, • ABC7 News: The State of Children's Privacy Online, • NBC News: How many apps are tracking your childrenOur team of lawyers, data scientists, engineers, economists, and researchers spans globally with presence in California, New York, Washington, DC, London, and Singapore. 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Job Description Our client, a real estate invest firm is seeking an Account Payable Support Specialist to join their team. • This is a long-term temp position which may have potential to convert to a perm job., • The position is fully on-site with a work schedule of Monday – Friday, 9am – 6pm., • The pay rate is $30.00 per hour. Property Management Accounts Payable Support Specialist Primary Purpose of Position: Coordinate accounts payable and financial accounting services for the assigned portfolio. Essential Functions: Accounting Operations • Process vendor invoices utilizing required expense allocations and ensuring vendors are billing according to contracts, negotiated rates and property budgets., • Perform invoice processing duties for the Property Management Office in a timely manner to avoid budget variances., • Responsible for diligently reviewing invoices and proactively reaching out to vendors to review and escalating questionable or inaccurate billings to the vendor in partnership with Property Management Coordinator., • Manage new vendor setup., • Review Nexus application for vendor billings, identify, research and resolve any incorrect billings. Act as a resource responding in a timely manner to any internal and/or external inquiries., • Process/review employee reimbursement requests., • Assist with the oversight of US Bank Visa account(s). Ensure proper coding by team members, review approvals and monitor final processing., • Act as liaison between Property Managers and Property Accountants during quarterly close activities and the preparation of assigned accruals., • Utilize corporate tools and practices to streamline AP processing and increase overall efficiency., • Provide high quality customer service to vendors and BXP employees., • Participate in the timely completion of the assigned portions of the annual operating budgets and related documents. General • Ensure compliance of corporate policies and procedures as they relate to both accounts payable and accounts receivable administration., • Provide support to Property Managers by producing, modifying, and/or distributing various internal forms, spreadsheets, and miscellaneous deliverables. Region/Building Specific Functions: • Perform other duties and special projects as assigned. Requirements and Qualifications: • High school diploma or equivalent educational certificate required; BA/BS Degree preferred., • Minimum of 2-5 years of progressively responsible administrative support experience and special projects experience required., • Experience in Accounts Payable preferred., • Experience with an Accounts Payable Automation Software preferred., • Related business/industry experience desirable., • Excellent organizational skills with ability to set priorities, manage multiple projects, and meet project deadlines., • Demonstrated ability to determine needs and achieve results without close supervision., • Demonstrated ability to take initiative and lead projects., • Ability to effectively interface with all departments of the company and to represent the company in a highly professional manner with all colleagues and outside partners., • Ability to work under pressure and within time constraints., • Superior verbal and written communication skills., • Excellent analytical skills., • Excellent attention to detail., • Ability to work independently and as part of a team., • Exhibit and champion excellence in work and willingness to embrace change., • Flexibility with work schedule to include working overtime on a periodic basis., • Proficiency with Microsoft Office Applications.

Job Description Founded in 2020, UJUU is an eCommerce platform and brand development studio. We endeavor to connect a global audience of underserved and underrepresented consumers to a diverse community and collection of carefully curated and vetted emerging designers and brands. We achieve this by offering elegant brand development services and eCommerce solutions across our family of brands. Our vision is to create a best-in-class and forward-thinking shopping experience for our global community of black and brown across the African diaspora. We're just getting started, but we're already off to a promising start with the launch of our two initial brands: souk + Sepia and simisienna. With each subsequent brand offering we strive to better serve and meet the unfulfilled needs of our expansive audience. To achieve these extensive goals, we're looking to add talented and motivated individuals to our growing team. If this appeals to you please apply and let us know! The Role • As our souk + SEPIA Brand President you will have complete ownership over the souk + SEPIA balance sheet, the buck stops with you., • You will report to and work hand-in-hand with our executive leadership and founding team, while having complete oversight over all brand decisions and direction. You will be responsible for supervising, driving and evaluating the performance of all brand managers., • Your emphasis will be on making data driven decisions and improvements to brand performance while promoting and preserving UJUU culture across your team. What You'll Do, • Set brand performance and financial goals and develop business strategies to reach them, • Prepare, allocate, and gain approval for department budgets, • Evaluate department’s profits and revenue, and calculate risks, • Evaluate and motivate departmental performance and individual team member performance, • Build and approve the department’s hiring plan, • Analyze our brand positioning and distill consumer insights, • Translate brand elements into plans and go-to-market strategies, • Identify and address the needs of department managers and perform administrative tasks to ensure your brand's workflow runs smoothly, • Act as the point of contact between team members and the executive leadership team, • Respond promptly to queries of managers and other internal and external stakeholders, • Suggest more efficient ways to run the office and troubleshoot malfunctions, • Research and identify new business opportunities, • Seek new business tools and methods, • Collaborate with other executives and Brand Presidents to decide on business strategies, • Document, organize, and maintain company intranet and shared working spaces, • Collaborate with colleagues to implement policies and develop improvements, • Review and recommend changes to our company policies, • Ensure compliance with company policies and local, regional and federal regulationsQualities You Possess, • Strong experience in Shopify Plus, eCommerce, Operations, Financial Planning, and Brand Building, • Strong quantitative skill set: proficient in MS Office, Google office suite and other office management systems, • Portfolio of brand-building and managing projects, • Experience in project management and budgeting, • Data-driven with working knowledge of data analysis and performance metrics, • Entrepreneurially minded and inclined, • Innovative and strategic mindset, an ability to independently connect dots and drive meaningful takeaways from new inputs and data, • Great understanding of business functions (Sales, Engineering, etc.), • Demonstrable ability and proven track record in strategy-building and implementation, • Excellent organizational and leadership skills, • Energetic, mature, empathetic and positive person who is self-driven and can work independently, • Ability to remain up-to-date with latest trends and eCommerce industry best practices, • Outstanding communication and interpersonal skills

Job Description Location: New York, NY Pay Rate: $25.00 - $30 per hour Employment Type: Full-Time About the Opportunity Cyperus Group is partnering with a well-respected nonprofit organization seeking an Accounting Associate, Accounts Payable to join its finance team. This role is ideal for an organized and detail-oriented professional who enjoys working in a collaborative environment and contributing to an organization with a meaningful mission. Responsibilities • Maintain accurate accounts payable records, files, and supporting documentation., • Assist with vendor and independent contractor setup, including W-9 management and classification., • Support the preparation of annual 1099 and 1096 filings., • Process accounts payable transactions, including voucher review, check preparation, and payment processing., • Verify compliance with financial policies and procedures., • Research and resolve vendor inquiries, discrepancies, and payment issues., • Prepare documentation for alternative payment methods, including cashier's checks and bank drafts., • Assist with reporting and other accounting-related projects as needed., • Perform additional duties as assigned. Qualifications • High School Diploma or equivalent required., • Minimum of 2 years of Accounts Payable experience., • Basic accounting knowledge and understanding of AP processes., • Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams., • Strong attention to detail and accuracy., • Excellent organizational, verbal, and written communication skills., • Ability to manage multiple priorities and meet deadlines. Why Join? • Opportunity to work for a mission-driven nonprofit organization., • Collaborative and supportive finance team., • Meaningful work that helps support important community-focused programs. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected status.

Job Description Position Title: REGIONAL VICE PRESIDENT (CORPORATE DINING) - NEW YORK, NY Salary: 225000 - 250000 As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Job Summary Reporting to the Executive Vice President, the Regional Vice President, is responsible for leading this busy global corporate account and will be a hands on diplomatic leader, positively influencing an international team of professionals. You will plan objectives for the business and ensure management is in compliance with corporate and financial goals. You will be responsible for the overall operation, growth, and profitability of the account. Must be located in New York City Key Responsibilities: • Prepares own regional budget for approval; approves budgets; prepares variable budgets for sales and projected overhead increases, • Ensures company capital assets are secured and maintained in first class working condition, • Approves capital requests within budgeted levels, • Coordinates all surveys and participates as needed, • Prepares all costing for new contracts; responsible for negotiating contract renewals, • Meets both company and client quality standards; ensures quality control systems and documentations are maintained, • Recruits and trains District Manager; assists in selection and training of key site level leadership, • Ensures other subordinate levels also complete appropriate programs, • Responsible for maintaining debtor levels at contracted levels, • Up to 50% Travel Required Qualifications: • BS Degree in Business Management or related field or equivalent related experience; Master’s Degree or MBA preferred, • Proven experience managing P&L budgets, • Proven ability to manage a team of six or more director level or above team members, • 5 years experience in multi-unit support services management, • Strong track record of client or customer satisfaction, • Proven ability to work effectively in an unstructured, fast-paced and P&L driven environment, • Excellent written and verbal communication skills, • Proficient in the use of Windows based office software and other business systems platforms Apply to Eurest today! Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Associates at Eurest are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2026/01/2026Wage-TransparencyEurest.pdf Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Eurest maintains a drug-free workplace. Applications are accepted on an ongoing basis.

Job Description Title: Chief Operating Officer Reports to: CEO Direct Reports: Director of Operations (to be hired) Location: In person at exalt headquarters in New York City, with travel to Syracuse as needed (5-8 visits per year) Schedule: 11am-7pm ABOUT exalt exalt is a nationally recognized nonprofit organization dedicated to transforming outcomes for court-involved youth ages 15–19 through an integrated model of education, paid internships, court advocacy, and alumni support. For two decades, exalt has demonstrated the power of effective educational engagement as a viable alternative to criminal justice involvement, equipping young people with the skills, experience, and confidence to become self-sufficient, productive members of society. Serving over 1,000 young people annually, exalt is entering its next phase of strategic growth—expanding statewide to Syracuse, deepening its infrastructure, launching new programmatic initiatives, and positioning itself as a national thought leader in juvenile justice. This is an extraordinary moment to join an organization on the rise. POSITION SUMMARY The board and CEO of exalt are seeking a mission-focused, seasoned, strategic, and process-minded leader to serve as Chief Operating Officer at a critical moment of organizational growth. Reporting directly to the CEO, the COO serves as the organization's senior operational strategist and a primary internal partner of the CEO, translating vision into infrastructure, strategy into systems, and ambition into sustainable, mission-aligned execution. This is not a maintenance role. The COO will lead the design and implementation of the organizational architecture needed to support exalt's expanding geographic footprint, new programmatic initiatives, and growing team. The COO ensures that exalt's people, processes, and platforms are aligned, efficient, and positioned for scale—so that the organization remains healthy, sustainable, and fully equipped to deliver on its mission. The COO directly supervises the Director of Operations and works in close partnership with the senior leadership team to drive cross-functional alignment, organizational effectiveness, and a culture of accountability and continuous improvement. As a member of the executive leadership team, the COO contributes to high-level decision-making and represents exalt's operational interests in board-level conversations and external partnerships. KEY RESPONSIBILITIES Strategic Leadership & Organizational Vision • Partner with the CEO to define and advance exalt's strategic priorities, ensuring that operational planning, resource allocation, and organizational design are in service of the CEO's vision and the organization's long-term goals., • Serve as a thought partner and trusted advisor to the CEO on matters of organizational health, sustainability, risk, and growth strategy., • Lead the development and execution of multi-year operational plans that align with exalt's strategic scaling objectives, including geographic expansion, new program launches, and field-building initiatives., • Translate strategy into clear, actionable workplans with defined milestones, owners, and accountability structures., • Partner with program leadership to develop an annual program calendar that aligns with staffing, operational, and space needs., • Represent exalt in external forums, funder conversations, and partnership discussions as needed, particularly on topics related to organizational capacity, infrastructure, and impact at scale. Organizational Operations, Technology & Infrastructure • Provide executive oversight of all internal operations, including human resources, facilities, information technology, compliance, and administrative systems., • Supervise the Director of Operations and ensure that day-to-day operational functions are executed with excellence, consistency, and alignment to organizational priorities., • Build scalable systems and infrastructure to support multi-site growth—ensuring that what works in New York City is adaptable and replicable in Syracuse and beyond., • Establish organizational dashboards, key performance indicators, workflows, and reporting cadences that reduce duplication, improve data integrity, and enable data-informed decision-making at every level., • Lead the evaluation, adoption, and responsible use of artificial intelligence, automation, and emerging technologies to improve operational efficiency, strengthen decision-making, enhance staff productivity, and support organizational growth and innovation., • Upgrade and maintain organizational policies, internal controls, standard operating procedures, and risk management practices., • Foster a culture of data-informed decision-making by ensuring leaders have access to meaningful operational, financial, and programmatic metrics. Growth, New Initiatives & Change Management • Serve as the operational lead for exalt's growth initiatives, including the Syracuse expansion, potential real estate acquisition, the development of an "Institute" for field leadership, and other emerging strategic priorities., • Lead change management processes that help staff navigate new structures, systems, and ways of working with clarity, transparency, and support., • Anticipate the operational implications of new initiatives and proactively build the infrastructure, staffing plans, and workflows needed to launch and sustain them., • Develop and maintain systems for institutional knowledge management, documentation, and process standardization to ensure continuity, scalability, and organizational resilience., • Ensure that growth is managed responsibly, balancing ambition with organizational health and staff well-being. People, Culture & Team Leadership • Champion a healthy, inclusive, and high-performing organizational culture where staff feel supported, valued, and equipped to do their best work., • Partner with the leadership team to strengthen talent management practices, including recruitment, retention, professional development, performance management, and succession planning., • Foster cross-departmental collaboration and communication, breaking down silos and creating shared ownership of organizational goals., • Model exalt's values in all interactions and hold the leadership team accountable for doing the same., • Support the onboarding and integration of new team members as the organization scales, ensuring that exalt's mission and culture are preserved even as the team grows. Financial Stewardship & Sustainability • Partner with the CEO and Director of Finance to ensure sound fiscal management, including budgeting, forecasting, and resource allocation aligned with strategic priorities., • Provide operational input into grant budgets, funder reports, and financial planning to ensure that programmatic and operational needs are accurately reflected., • Monitor organizational spending, identify cost efficiencies, and ensure that resources are deployed in ways that maximize mission impact and long-term sustainability., • Support compliance with all regulatory, contractual, and funder requirements, working closely with the Director of Operations and finance team to mitigate risk. IDEAL CANDIDATE PROFILE Experience & Qualifications • 12+ years of progressive leadership experience in operations, organizational management, or a related function, with at least 5 years in a senior or executive-level role., • Demonstrated success leading operations in a complex, mission-driven organization—nonprofit, public sector, education, workforce development, or juvenile/criminal justice preferred., • Proven track record of building and scaling organizational infrastructure during periods of significant growth, including multi-site or multi-program environments., • Experience leading facility expansions, capital projects, or significant organizational infrastructure investments strongly preferred., • Experience supervising and developing senior staff, with a leadership style rooted in accountability, collaboration, and empowerment., • Strong financial acumen with experience contributing to budgeting, forecasting, and resource allocation at an organizational level., • Familiarity with government contracts, compliance requirements, and the regulatory landscape of nonprofit organizations in New York preferred., • Bachelor's degree required; advanced degree in business administration, public administration, nonprofit management, or a related field strongly preferred. Core Competencies • Strategic Visionary & Pragmatic Executor: Able to see the big picture and translate it into concrete, actionable plans. Comfortable operating at 30,000 feet and on the ground., • Builder & Systems Thinker: Energized by creating structure, clarity, and order in environments that are evolving. Brings a builder's mindset to organizational design., • Technology & Innovation Leader: Leverages technology, automation, and artificial intelligence strategically to improve organizational effectiveness, increase staff capacity, and support sustainable growth., • Trusted Partner to the CEO: Serves as a steady, thoughtful complement to the CEO—anticipating needs, offering candid counsel, and ensuring that the CEO's vision is operationalized with fidelity., • Culturally Grounded Leader: Deeply committed to equity, inclusion, and the communities exalt serves. Brings cultural competence and humility to all aspects of leadership., • Change Agent: Skilled at leading people through transition with empathy, clarity, and confidence. Creates buy-in and manages resistance constructively., • Calm Under Pressure: Maintains composure, sound judgment, and a solutions-oriented presence in fast-paced, high-stakes environments. COMPENSATION & BENEFITS • Salary range: $150,000 - $170,000, • Health insurance: medical, dental and vision, • Other insurance: life and long-term disability, • 401k matching plan: 50% matching of employee's contribution up to 5% of salary, • Generous paid time off APPLICATION SUBMISSION Please submit cover letter and resume on exalt’s career page: https://exaltyouth.bamboohr.com/careers exalt is an Equal Opportunity Employer and values diversity at all levels of its organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We strongly encourage applications from people who are reflective of the diverse communities we serve.

Job Description Job Title: Cvent Platform Specialist Location-Type: Hybrid (3 days/week onsite in NYC) Start Date Is: ASAP Duration: 1-Year Contract, Contract-to-Hire Compensation Range: $40-47/hr W2 Benefits: Eligible for Health, Dental, Vision, 401K Must be authorized to work in the U.S. This position is not eligible for sponsorship. Job Description: Our client, one of the largest names in global alternative asset management, is seeking a Cvent Platform Specialist to join their Event Technology and Operations team. This role sits within Client Marketing & Events and focuses on the end-to-end execution of digital event experiences, primarily through Cvent including registration builds, data management, and fully customized event websites. This is an associate-level support role backing two Cvent leads and their broader events team, which runs a mix of large in-house Apollo events, third-party events, and high-profile sports & entertainment activations. Important note: this is not an event planner role the ideal candidate supports the events team through platform operations and execution, not event conceptualization or design. The role requires someone hyper-organized, detail-obsessed, and comfortable interfacing directly with senior stakeholders including executives, with the composure to handle fast-moving, last-minute changes without missing a beat. Day-to-Day Responsibilities: • Lead the end-to-end build of event websites in Cvent, from initial design through go-live, • Manage complex registration flows, session paths, and conditional logic tailored to diverse audience segments, • Own and maintain event data integrity across Cvent (and Airtable, if applicable), ensuring consistency and accurate reporting, • Handle real-time event detail changes (e.g., hotel changes, branding updates, welcome page edits, capacity adjustments) and roll them out accurately across the platform, • Translate event goals into functional platform requirements, advising on best practices and creative solutions, • Ensure technical execution aligns with brand and regulatory/compliance standards, • Track engagement data and post-event analytics, • Take direction quickly from multiple stakeholders (Cvent leads, event planners, business/channel marketing teams) and manage competing priorities under tight deadlines, • Think several steps ahead proactively, anticipating issues (e.g., registration capacity conflicts) before they become problems, • Contribute to documentation, process improvement, and platform innovation initiatives, • Support occasional early morning or evening work to accommodate global audiences Minimum Requirements: • 2-3 years of hands-on experience with Cvent, specifically building registration workflows and fully branded event websites, • Experience owning the full process/lifecycle of an event from a platform/operations perspective (not event planning), • High attention to detail with a strong track record of accuracy under pressure, • Strong project management skills with the ability to manage multiple priorities under tight deadlines, • Excellent written and verbal communication skills; comfortable interfacing directly with senior executives and presenters, • Highly proactive and autonomous, with a strong sense of ownership and accountability, • Proficiency in Microsoft Office (PowerPoint, Excel, Word, Outlook), • Live, in-person event experience (not purely virtual event background), • Professional polish and composure, with the ability to represent the team well in front of senior leadership Preferred Qualifications: • Knowledge of Airtable, • Prior experience in financial services or a regulated corporate environment, • Experience managing multiple simultaneous webinars or virtual sessions

Job Description Chief Operating Officer – School Services Brooklyn, NY Based, 2x/week in office, preferred 200-240K Overview A growing education services organization is seeking a Chief Operating Officer to lead and scale its School Services division. This is a high-impact leadership role overseeing an established and growing operation with two major priorities: strengthening the current Title I business and driving expansion into new markets and new educational models. The right person will be responsible for taking high-level vision and turning it into action, while owning execution, financial performance, and long-term growth. This role requires a leader who can operate strategically, drive accountability, integrate across departments, and build in an entrepreneurial environment without needing layers of bureaucracy. Key Responsibilities • Lead the School Services division with full ownership over operations, growth, and financial performance, • Translate high-level strategy into clear, actionable execution plans, • Drive P&L performance, budgeting, and overall business health, • Oversee educational operations, service quality, compliance, and customer experience, • Lead growth initiatives, expansion strategy, and go-to-market execution, • Strengthen referral pipelines, sales strategy, and funding opportunities, • Integrate effectively with shared services and adjacent business units, • Build, lead, and hold teams accountable in a fast-moving environment Ideal Candidate • Proven senior leadership experience in education services, • Strong operational expertise paired with growth and business-building experience, • Experience overseeing a mid-sized or larger organization with real scale and complexity, • Strong academic / educational background, ideally with formal training in education or special education, • Deep understanding of educational operations, compliance, and service delivery, • Entrepreneurial mindset — polished and professional, but not overly corporate, • Strong people leadership, executive presence, and ability to influence across departments, • EOS familiarity is a strong plus What Matters Most • Leadership, • Operational depth, • Growth experience, • Industry background, • Ability to execute vision and scale responsibly Email: Baila@maiplacement.com

Job DescriptionDescription: Why Join ADAPT? It's more than a job; it's a calling. It's where passion meets purpose. ADAPT Community Network, formerly United Cerebral Palsy (UCP) of NYC provides a multitude of services to people with developmental disabilities. At ADAPT, we are 3,000 strong, and it takes every one of us to empower the lives of the people we support. With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. Our employees show their commitment to the people we support every day, and we all deliver on our promise to provide innovative and comprehensive services to individuals with developmental disabilities. For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits, and we foster a team culture of learning, support, collaboration and career growth. SUMMARY The Vice President of Clinical Services provides executive leadership, strategic direction, and operational oversight for ADAPT Community Network’s clinical service delivery system, including all Article 28 Clinics and the organization’s medical affiliate, ADAPT Medical Professional Services (MPS). This role is responsible for ensuring the delivery of high-quality, accessible, person-centered healthcare services to individuals with disabilities across a broad spectrum of medical, rehabilitation, and mental health services. The VP of Clinic Services ensures regulatory compliance, financial sustainability, clinical excellence, and alignment with ADAPT’s mission, values, and strategic priorities. ESSENTIAL DUTIES AND RESPONSIBILITIES The key duties and responsibilities of the Vice President of Clinical Services include but are not limited to: • Provide executive leadership and oversight for all Article 28 clinics and ADAPT Medical Professional Services (MPS)., • Set the strategic vision and direction for clinical services in alignment with ADAPT’s mission, values, and organizational goals., • Ensure delivery of high-quality, accessible, person-centered care for individuals with disabilities across all service lines., • Oversee the full continuum of services, including primary and specialty care, rehabilitation therapies, adult physiatry, care coordination, and mental health services., • Lead and supervise clinical staff, ensuring accountability for performance, outcomes, and compliance., • Ensure effective integration and coordination among medical, rehabilitation, mental health, and care coordination teams., • Promote a wellness philosophy that supports active participation of individuals and families in all phases of care., • Ensure compliance with Article 28 regulations, Medicaid and Medicare requirements, Patient-Centered Medical Home standards, HIPAA, and all applicable laws and regulations., • Provide executive oversight of Quality Assurance and Performance Improvement activities across all clinical programs., • Monitor clinical outcomes, patient experience data, incident trends, and risk indicators, and direct corrective actions as needed., • Ensure timely, accurate, and complete reporting to regulatory agencies, payors, and funding sources., • Partner with Finance and Operations leadership to develop, manage, and monitor clinical budgets and financial performance., • Oversee clinician productivity, service utilization, billing integrity, and revenue cycle performance., • Analyze operational and financial data to support program growth, service line development, and operational efficiency., • Leads recruitment, hiring, onboarding, scheduling, supervision, and performance management of all program staff; initiates corrective action and termination procedures when needed., • Foster a culture of accountability, collaboration, inclusion, and continuous improvement., • Support succession planning and leadership development within clinical operations., • Represent ADAPT with regulatory bodies, healthcare partners, community organizations, and external stakeholders., • Support outreach, marketing, and partnership initiatives to expand access to clinical services., • Stay informed of industry trends, regulatory changes, and best practices impacting healthcare delivery., • Investigate and resolve high-level clinical, operational, and patient-related concerns., • Serve on agency-wide committees, task forces, and leadership initiatives., • Performs other related duties as requested. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Master’s degree required in Healthcare Administration, Public Health, Nursing, Social Work, or a related clinical or healthcare field., • Minimum of ten (10) years of progressively responsible leadership experience in healthcare or clinical operations, including oversight of multi-site programs., • Extensive knowledge of Article 28 regulations, Medicaid and Medicare reimbursement, managed care, and healthcare compliance requirements., • Demonstrated experience leading interdisciplinary clinical teams across medical, rehabilitation, and behavioral health services., • Strong understanding of Patient-Centered Medical Home models, care coordination, and value-based care principles., • Proven ability to oversee complex budgets, analyze financial and operational data, and drive sustainable growth., • Exceptional leadership, strategic planning, and change management skills., • Highly developed interpersonal skills and the ability to build positive relationships with the people we support, families, staff, and external partners., • Excellent written and verbal communication skills with the ability to engage effectively with executive leadership, clinicians, staff, and external stakeholders., • Proficiency in electronic health records, data analytics, and healthcare information systems., • Strong commitment to ADAPT’s mission and to advancing equitable, accessible healthcare for individuals with disabilities., • Ability to maintain strict confidentiality, including compliance with HIPAA regulations., • Proven supervisory and leadership skills with the ability to coach, mentor, and motivate staff., • Passion for ADAPT's mission and demonstrates a commitment to the non-profit disability sector. COMPENSATION: $165,000 - $175,000 Annually + Industry-Leading Benefits! At ADAPT, we value diversity, equity, inclusion, accessibility, and belonging. We strive to ensure that our employees are comfortable bringing their whole, authentic self to work and that the people we support can also be their authentic selves. We value diverse backgrounds, opinions, ideas, and ways of thinking. We aim to build an inclusive and diverse workforce that is empowered and supported with leaders who create diverse and inclusive teams. We continuously seek opportunities for the organization to foster a more positive, respected, united, and collaborative culture. ADAPT Community Network is proud to be an equal opportunity employer and is committed to creating an inclusive environment for all employees. Qualified candidates of diverse ethnic and racial backgrounds and status are encouraged to apply for vacant positions at all levels. Requirements:

Job DescriptionArmand Corporation is seeking an accomplished Senior Commercial Manager to support the Hudson Tunnel Project, one of the largest and most complex transportation infrastructure programs in North America. This senior leadership position will oversee the commercial, contractual, financial, and risk-management activities associated with major design and construction packages throughout the project lifecycle. The Senior Commercial Manager will provide strategic leadership in contract administration, cost control, change management, commercial risk, claims avoidance and resolution, and commercial governance. Working closely with project executives, construction and engineering teams, procurement, legal counsel, project controls, and other key stakeholders, the successful candidate will safeguard the project's commercial interests while supporting successful delivery of scope, schedule, quality, safety, and budget objectives. The ideal candidate will possess extensive commercial and contract-management experience on large-scale transportation, heavy civil, rail, tunnel, or other complex infrastructure programs, with demonstrated expertise managing high-value construction contracts, negotiating changes, evaluating claims, mitigating commercial risk, and advising senior project leadership on critical commercial matters.Key Responsibilities Commercial Leadership • Develop and implement the commercial management strategy for assigned project packages and contracts., • Provide strategic commercial advice to project leadership regarding contractual rights, obligations, risks, and opportunities., • Lead commercial teams supporting design, procurement, construction, and commissioning activities., • Establish and maintain commercial governance processes, procedures, and reporting requirements.Contract Administration, • Manage the administration of major construction, design-build, professional services, and supplier contracts., • Ensure compliance with contractual obligations, project requirements, and applicable regulations., • Lead contract reviews, negotiations, amendments, and commercial closeout activities., • Monitor contractor performance against contractual deliverables and key milestones.Cost Management & Financial Control, • Oversee project cost forecasting, budgeting, cash flow management, and financial reporting., • Monitor project expenditures and commitments to ensure alignment with approved budgets., • Identify cost-saving opportunities and implement value-engineering initiatives where appropriate., • Support project controls teams in maintaining accurate cost and commercial performance data.Change Management, • Lead evaluation and negotiation of contract variations, change orders, and compensation events., • Establish robust processes for tracking, pricing, evaluating, and approving changes., • Ensure timely resolution of commercial impacts arising from design development, site conditions, and construction activities., • Collaborate with project teams to minimize commercial exposure associated with changes.Claims & Dispute Resolution, • Develop proactive strategies to prevent claims and disputes., • Manage preparation, evaluation, negotiation, and settlement of contractor and subcontractor claims., • Coordinate with legal counsel and executive management on high-value or complex disputes., • Maintain comprehensive records supporting contract administration and claim resolution.Risk Management, • Identify, assess, and manage commercial and contractual risks throughout the project lifecycle., • Maintain project risk registers and mitigation plans related to commercial matters., • Support procurement and project teams in evaluating commercial risks associated with new contracts and procurement activities., • Provide recommendations to leadership regarding risk transfer and mitigation strategies.Stakeholder Management, • Build strong working relationships with project owners, contractors, consultants, funding agencies, and regulatory stakeholders., • Participate in executive meetings, commercial reviews, and governance forums., • Support reporting requirements for senior management, public agencies, and funding partners., • Facilitate collaborative resolution of complex commercial issues among stakeholders.Team Leadership, • Lead, mentor, and develop commercial and contract management personnel., • Foster a high-performance culture focused on accountability, integrity, collaboration, and continuous improvement., • Support workforce planning and resource allocation across project commercial functions.Required Qualifications Education • Bachelor's degree in Construction Management, Engineering, Quantity Surveying, Business, Finance, Law, or a related discipline., • Master's degree preferred.Experience, • Minimum 15+ years of commercial management experience on major infrastructure, transportation, tunneling, rail, transit, or heavy civil projects., • Demonstrated experience managing contracts valued in excess of $500 million., • Experience with complex public-sector infrastructure programs and alternative delivery methods., • Proven track record in change management, claims management, commercial negotiations, and contract administration.Technical Knowledge, • Strong understanding of construction contracts, procurement practices, and project delivery methodologies., • Knowledge of FIDIC, NEC, Design-Build, CM/GC, EPC, or comparable contract frameworks., • Familiarity with project controls, cost management systems, scheduling, and earned value reporting., • Strong commercial acumen with advanced financial and analytical capabilities. 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Job DescriptionAir-Sea Packing Group, Inc is seeking a talented and driven Senior Dispatcher to join our organization. The ideal candidate will be a dynamic professional with a flawless attention to detail, excellent communication skills along with the ability to provide world-class service to our exclusive clientele. The ideal candidate must understand the importance of exceptional customer service and must have a track-record exuding such understanding. The Senior Dispatcher will responsible for supporting the external operations team ensuring safe and timely service movement of high-end furniture, fine art, antiques, sculptures and similar product. This includesload assignment, accurate planning, routing, monitoring, and transport of product while providing best-in-class customer service. The ideal candidate for this role will also support compliance with DOT/FMCSA and company regulations. Responsibilities: • Build and maintain positive professional relationships with crews and prioritize safety to minimize turnover and maximize ongoing productivity., • Fill in for absent or unavailable personnel and on special projects related to optimizing fleet operations and achieving profitability., • Utilize personnel management including training and orientation of drivers and/or employees including the training and assistance with internal and third-party (customer) systems., • Conduct analysis of fleet operations and profitability and make recommendations for continuous improvement, determine and measure key performance indicators, and create, maintain, and present customer-specific reporting and financial analysis through face-to-face and/or virtual interactions at customer locations., • Manage inventory, assets, customer pools, and/or assignment of drivers to balance equipment in market., • Perform administrative duties such as support payroll, driver counseling, accident reviews, filing and documenting, resolving pay issues, invoicing, and/or creating operational or financial reports., • Support Fleet Management including checking/inspecting equipment, replacing parts (like mud flaps), completing repairs, etc., and coordinate with the dispatch team to ensure all regular preventative maintenance services are scheduled on time and all safety-related mechanical issues are remedied., • Work with drivers, customers, and company personnel to resolve service issues, routing and/or planning, mechanical problems, accessorial pay-related issues, etc. as they occur throughout the day., • Maintain the Company's safety culture to include daily driver safety messages, briefings, driver training, annual reviews, and enforce company policies to ensure DOT compliance and company safety requirements are being met., • Assign loads and plan, route, and monitor freight movement to provide safe, on-time service and meet customer requirements, including managing exceptions on that freight and driver ETA adjustments based on pick-up and delivery schedules, and other environmental factors on the road. Qualifications:, • Bachelor's degree in Business Administration, Transportation/Logistics, Supply Chain, or related field AND 1-2 years of experience in transportation/logistics, business administration, account management, and/or equivalent military experience., • Experience with Warehouse Management Systems (WMS)., • Knowledge of health & safety regulations (OSHA)., • Experience managing in high-volume or fast-paced environments., • Strong professional communication skills applied internally and externally., • Proven experience in establishing and maintaining healthy working relationships., • Experience in fostering strong customer relationships via delivery of commitments, open communication, and ongoing feedback/improvement, • Ability to process information with high levels of accuracy., • Accurately analyze situations and reach productive decisions based on informed judgment., • Experience in Microsoft Programs (Excel, Word, PowerPoint, Outlook)., • Ability to manage multiple competing priorities., • Ability to consistently travel to account and customer locations., • Ability to adapt to a dynamic work environment and shifting priorities and directives., • Experience in holding people accountable and conducting difficult conversations., • Ability to perform in a stressful and high-pressure work environment., • Preferred Qualifications: Bachelor's degree in Business Administration, Transportation/Logistics, Supply Chain, or related field AND 1-2 years of experience in transportation/logistics, business administration, account management, and/or equivalent military experience. PHYSICAL REQUIREMENTS:, • Ability to walk and stand for extended periods of time., • Ability to lift up to 50 lbs. WHAT WE OFFER YOU:Benefits:, • Direct Deposit., • Medical, Dental and Vision Coverage., • Long Term Disability Insurance., • Life Insurance., • Accident Death & Dismemberment Insurance., • Paid Vacations., • Paid Holidays., • 401(k)., • Year-long, full-time job., • Career development. Salary commensurate with education, experience and skills. Final candidate must pass a pre-employment background check. We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionHeadquartered in New York City, located in the heart of Midtown Manhattan, our Loews Hotels & Co Home Office teams support our properties throughout the United States. Our talented teams provide guidance over strategic planning, operations, revenue management, communications, sales, development, brand marketing, finance, human resources and information technology. Who We Are: Founded in 1960, Loews Hotels & Co operates iconic hotels and resorts across the U.S. Together, our diverse and welcoming teams craft exceptional experiences in iconic destinations. Growth and belonging start here; you'll be valued for who you are and the goals you have. Whether your next career chapter involves making memories for guests or supporting our properties in our Corporate Office, every role-from Guest Services to Finance, Culinary to IT-offers opportunities to grow and make a meaningful impact. Creating a Team Member experience where you belong no matter what age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status that makes you, you is a daily focus for us. What We Offer: Competitive health & wellness benefits, 401(k) & company match Paid Sick Days, Vacation, and Holidays, Paid Bereavement, Paid Pet Bereavement Training & Development opportunities, career growth Tuition Reimbursement Pet Insurance Team Member Hotel Rates, other discounts, perks and more What We're Looking For: We are seeking a highly motivated individual to join our dynamic Strategy & Development team. This role reports to the Senior Director, Strategy & Development and plays a key role in developing growth strategies, evaluating capital projects, analyzing financial performance, and working on debt financings for the organization. Working closely with senior executives, the Associate, Strategy & Development supports investments in acquisitions and new hotel developments as well as strategic pathways across multiple areas of the firm including corporate strategy, potential divestitures, corporate finance, and other special projects, all while gaining experience and exposure in the hospitality industry. Who You Are: Hardworking, driven individual who is excited to learn and comfortable asking questions Strong communicator who can transform intricate concepts into clear, actionable insights, skilled in both regular, informal check-ins as well as formal investment presentations Meticulous organizer with impeccable attention to detail Analytical dynamo who can leverage quantitative and analytical problem-solving abilities with a strong command of financial modeling Proactive, takes initiative, supports strategic priorities, owns projects from start to finish, consistently delivering outstanding results Veterans and military spouses encouraged to apply What You'll Do: Strategy & Financial Planning Work with senior executives on major strategic decisions and special projects Effectively communicate strategic updates by developing compelling presentations Analyze and track performance of properties and the Company Support communications with the Board of Directors and with Loews Corporation New Hotel Development and Acquisitions Evaluate new investment opportunities for Loews Hotels & Co Perform strategic and quantitative analyses, conduct due diligence, and determine appropriate company and/or project valuation Independently execute primary and secondary research on markets and projects Coordinate with partners and other key stakeholders Cover transactions from deal sourcing through execution, approval, and opening Corporate Finance Analyze opportunities for debt financing at both new hotel projects and for our existing hotel portfolio and assist in the execution of those debt financings Manage monthly reporting for executives related to new investment and debt activities Additional Responsibilities Attend all required meetings and/or training sessions and maintain regular attendance in compliance with Loews Hotels & Co standards Comply with required departmental and company policies, procedures and service standards and safety regulations and procedures Perform other duties as assigned Your Experience Includes: Undergraduate degree required 1-3 years of relevant experience required; prior investment banking preferred: also open to consulting and/or commercial real estate firm experience Financial modeling skill preferred Strong Microsoft Office skills, Excel, PowerPoint, Outlook, Word, and Teams Ability to effectively communicate, both verbally and in writing, with all levels of employees and guests in an attentive, professional, courteous and service-oriented manner Strong organization and time-management skills with the ability to maximize efforts towards productivity, and meet deadlines Ability to juggle multiple tasks & projects with superb accuracy in a fast-paced environment Ability to work with different personalities/work styles and adapt to the changes and needs of the company Must be capable of working independently as well as collaboratively, take a proactive approach, and anticipate needs Flexibility and adaptability to changing priorities and deadlines Ability and willingness to travel approximately 10% of the time/one two-day trip per month Salary range for this position, based on experience, is $100,000.00 to $125,000.00. Loews Hotels & Co is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Job Description Transaction Advisory Services: Financial Due Diligence – Consultant CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Transaction Advisory Services (TAS) practice and seeking motivated professionals to support financial due diligence engagements for private equity firms, strategic buyers, and corporate clients. We are seeking a Consultant to support buy-side and sell-side financial due diligence engagements. Consultants work closely with Managers, Senior Managers, Directors, clients, and private equity investors to analyze target companies, identify key financial risks, and deliver actionable transaction insights throughout the deal lifecycle. What you might expect: • Support buy-side and sell-side financial due diligence engagements for private equity firms, corporate acquirers, and strategic investors., • Analyze target company financial information to assess quality of earnings, quality of assets, working capital, indebtedness, cash flow, and other key transaction metrics., • Identify historical and projected operating trends, accounting issues, and financial risks that may impact valuation or transaction structure., • Prepare financial analyses, due diligence workpapers, client-ready reports, and presentation materials., • Collaborate with CFGI engagement teams, client management, and third-party advisors throughout the transaction process., • Support multiple concurrent engagements while managing deadlines in a fast-paced transaction environment., • Participate in internal practice development initiatives and continuously develop transaction advisory skills. What you must have: • 3+ years of experience in transaction advisory, financial due diligence, audit, and/or assurance., • Experience supporting financial due diligence, audit engagements, or other transaction-related advisory services. What sets you apart: • Experience performing buy-side and sell-side financial due diligence, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses., • Experience applying U.S. GAAP through audit engagements, financial reporting, or transaction advisory projects., • Experience preparing client-ready financial analyses, diligence reports, and executive presentations., • Advanced Microsoft Excel skills, including financial modeling, PivotTables, Power Query, Power Pivot, VLOOKUP/XLOOKUP, and complex data analysis., • Experience with a Big 4, national accounting firm, or specialized transaction advisory practice serving private equity and strategic clients., • Experience managing multiple workstreams and collaborating with cross-functional engagement teams in a transaction environment. Nice to have: • CPA license or active progress toward CPA certification., • Bachelor’s degree in Accounting, Finance, or a related field., • Experience serving private equity, strategic buyers, or middle-market companies., • Exposure to mergers and acquisitions, carve-outs, or transaction execution processes. Who thrives here: • Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams., • Strong analytical and critical thinking abilities., • Highly organized with the ability to manage multiple priorities and tight transaction deadlines., • Entrepreneurial, self-motivated, adaptable, ethical, and dependable., • High energy with a commitment to exceptional client service. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Where are all of those hungry brokers - looking to refine and master the craft- The men and women that are trying to build their book of business the good old fashioned way- One Brick at a Time. Here at CrestPoint Talent we strategically recruit and place financial professionals, including wealth advisors, brokers, and top producers in the financial services industry. Built on real-world industry experience and relationship-driven business development, the firm connects elite talent with growth opportunities across investment management, alternatives, wealth advisory, capital markets, and private financial platforms. CrestPoint Talent uses a consultative, highly targeted approach rather than simple resume screening, emphasizing proven production history, established books of business, and leadership potential. The firm specializes in confidential advisor transitions, strategic talent acquisition, and relationship-based recruitment that creates long-term value for both hiring firms and financial professionals. CrestPoint Talent partners closely with investment firms, RIAs, broker-dealers, capital advisory groups, and alternative platforms seeking advisors who can drive production, grow assets under management, and deepen client relationships. Role Description This full-time, on-site Registered Representative Financial Advisor role is based in Jersey City, NJ. The advisor will focus on developing and managing client relationships, providing tailored investment and financial planning solutions, and maintaining ongoing communication to support client goals. Daily responsibilities include prospecting and onboarding new clients, conducting portfolio reviews, assessing risk tolerance, and recommending appropriate investment and wealth management strategies. The role involves staying current with market developments, firm product offerings, and regulatory requirements while collaborating with internal teams to deliver comprehensive client service. The advisor is expected to build and expand a book of business, meet production and asset growth targets, and uphold the highest standards of ethics and compliance. Qualifications • Candidates should possess strong client relationship management skills, including the ability to build trust, communicate complex financial concepts clearly, and maintain long-term advisory relationships., • Candidates should possess financial planning and investment advisory skills, such as portfolio construction, asset allocation, risk assessment, and knowledge of investment products across asset classes., • Candidates should possess business development and sales skills, including prospecting, networking, generating referrals, and consistently meeting production and asset growth objectives., • Candidates should possess regulatory and compliance skills, including active FINRA registrations (e.g., Series 7 and Series 63/65/66 or equivalent), a clean compliance record, and familiarity with SEC/FINRA rules and firm policies., • Candidates should possess analytical and research skills to evaluate markets, investment opportunities, and client portfolios, and to prepare clear, data-driven recommendations.

Job Description Join CSI Group – A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360™ approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations, ensuring every team member is equipped to deliver the CSI360™ experience., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals rooted in the CSI360™ service model., • Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth., • Foster a high-performance, collaborative, and member-focused culture that reflects CSI's values and brings the CSI360™ promise to life at the branch level., • Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training aligned to CSI360™ delivery standards. Financial Advisory & Tax Services • Deliver holistic financial advice through the CSI360™ framework, guiding members across retirement planning, investment management, tax strategy, and estate planning in a fully integrated experience., • Lead branch-level tax preparation and planning services as a core pillar of the CSI360™ offering, ensuring accuracy, compliance, and proactive member strategies., • Maintain strong technical expertise in financial products, tax law, investment advisory regulations, estate planning, and compliance requirements, serving as the branch subject matter expert for CSI360™ delivery., • Serve as the escalation point for complex member needs, resolving challenges with the professionalism and care that defines the CSI360™ member experience. Member Experience & Relationship Management • Build and sustain long-term relationships with members, serving as their trusted CSI360™ advisor and guiding them through every stage of their financial journey., • Ensure every member interaction is consistent, personalized, and aligned with the CSI360™ promise of confidence, service, and integrity., • Monitor and act on member feedback, service scores, and engagement metrics to continuously strengthen CSI360™ delivery and overall member satisfaction., • Champion a member-first mindset across the branch, reinforcing that CSI360™ is not a transaction, it is a relationship. Cross-Functional Collaboration • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with the CSI360™ strategy and companywide priorities., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance the consistency and quality of the CSI360™ experience., • Actively participate in firmwide programs, campaigns, and events that support member growth and reinforce the CSI360™ brand., • Collaborate with compliance teams to ensure all CSI360™ service delivery adheres to regulations, policies, and ethical standards. Business Growth & Community Engagement • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs tied to CSI360™ outcomes., • Support new member acquisition through referrals, networking, and community engagement that introduces prospective members to the CSI360™ difference., • Identify and act on every opportunity to deepen member relationships by connecting them with the full CSI360™ suite of financial planning, tax, and estate planning solutions., • Represent CSI Group and the CSI360™ brand in community partnerships and professional organizations, building local awareness and trust. Qualifications & Skills • Bachelor's degree in Finance, Accounting, Business, or related field (preferred); Enrolled Agent (EA) License required., • Series 65 license required (or willingness to obtain; support provided)., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation; experience delivering comprehensive, multi-discipline financial solutions preferred., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, estate planning, compliance standards, investment advisory requirements, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and guide members through complex financial decisions., • Excellent communication, relationship-building, and coaching skills with the ability to inspire teams to deliver at the highest level., • Results-oriented mindset with the ability to balance strategic leadership and hands-on CSI360™ member service delivery., • Commitment to continuous learning, professional development, and industry certifications that strengthen CSI360™ expertise.

Job DescriptionABOUT OUR AGENCY: I opened my agency in 2006 and currently lead a team of 13. Before becoming an agent with State Farm, I worked in State Farm Operations, which provided valuable experience and helped me develop a strong understanding of customer service, teamwork, and agency leadership. I attended Seton Hall University and have always believed in building strong relationships—both within the office and throughout the community. Giving back is important to our agency, and we proudly support The Valerie Fund, which helps families facing pediatric cancer and blood disorders. We believe in making a positive impact both inside and outside the office. Our agency offers PTO, paid holidays, licensing reimbursement, and a strong focus on work-life balance. We also enjoy celebrating success together through team events and outings, including summer gatherings and pool parties. Creating an environment where people enjoy coming to work and supporting one another is a top priority. Our culture is collaborative, positive, and growth-oriented. We work hard, help each other succeed, and celebrate accomplishments as a team. I’m looking for someone who is a team player, has a strong work ethic, is self-motivated, coachable, and eager to grow. If you’re looking for a supportive environment where you can build a long-term career and be part of a successful team, this could be a great fit for you. ROLE DESCRIPTION: As aTelemarketer - State Farm Agent Team Member for Justin Bush - State Farm Agent, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing customer relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency… whether on social media or at community events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: • Make outbound calls to prospective customers to promote State Farm insurance products and services., • Identify and qualify leads for agents by gathering relevant customer information., • Stay informed about the various insurance products and services offered by State Farm., • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents., • Provide initial information to potential customers and answer basic questions about insurance options., • Maintain and update a database of prospects and customer interactions., • Ensure all communications adhere to State Farm guidelines and compliance standards., • Prepare regular reports on call activity, lead generation, and appointment scheduling.QUALIFICATIONS:, • Previous telemarketing or sales experience, preferably in the insurance industry., • Communication and persuasion skills; proficiency in using CRM software., • Basic understanding of insurance products or a willingness to learn., • Ability to handle rejection and remain motivated., • Organizational skills to manage and track multiple leads., • Professional and courteous telephone manner., • Focus on achieving targets and contributing to the agency’s growth.

Job Description Build a rewarding remote career helping individuals and families protect what matters most. Enjoy flexible scheduling, comprehensive training, qualified leads provided, and unlimited long-term earning potential through commissions, bonuses, and residual income. About the Opportunity We're seeking motivated professionals who want more than just another job. This is an opportunity to build a long-term career with a nationally recognized organization that promotes from within and rewards performance. Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the training, mentorship, and support needed to grow into leadership. Work 100% remotely while helping clients make important financial protection decisions that create real impact for their families. Role Overview As a Remote Insurance Representative, you'll meet virtually with individuals and families who have requested information about their benefits and protection options. You'll educate clients, recommend appropriate coverage, and guide them through the enrollment process while building long-term relationships that generate recurring income. Responsibilities Contact qualified leads to schedule virtual client appointments Conduct virtual benefit consultations and present customized protection solutions Guide clients through the enrollment process with professionalism and care Build lasting client relationships that support long-term retention Work closely with your manager through ongoing coaching and development Consistently improve your skills through training and mentorship Qualifications Required Laptop or desktop computer with a working camera Life insurance license or willingness to obtain one Basic computer proficiency and comfort working remotely Must reside in the United States or Canada Professional communication skills and a reliable internet connection Preferred Previous sales or customer service experience Strong interpersonal and relationship-building skills Coachable, self-motivated, and goal-oriented mindset Passion for helping others and delivering exceptional client experiences Compensation and Benefits Average first-year earnings: $69,000 through commissions and bonuses Long-term earning potential: Increased income through performance, client renewals, and leadership opportunities Commission-based compensation with residual income opportunities, stock options, and promotion-from-within career advancement. Key Benefits 100% remote work-from-home career Flexible scheduling within a career-focused environment High-quality leads provided - no cold calling friends or family Comprehensive medical, dental, and prescription benefits Unionized position with stock options Ongoing training, coaching, and mentorship from experienced leaders Leadership advancement and management opportunities Collaborative virtual team culture with ongoing recognition and support How to Apply If you're looking for a career that offers flexibility, purpose, and unlimited growth potential, we'd love to meet you. Apply today to begin the interview process and learn how you can build a successful career from home. Compliance Statement We are an Equal Opportunity recruiter and welcome applicants from all backgrounds without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. We may use automated tools, including artificial intelligence (AI), to screen and assess candidates. These tools support and do not replace human decision-making. By applying, you consent to the collection and use of your personal information for recruitment purposes in accordance with applicable data protection laws. Employment is commission-based. Contact us if you require accommodations during the application process.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development, • Vision insurance ROLE DESCRIPTION: As aTelemarketer - State Farm Agent Team Member for Kevin Fallon - State Farm Agent, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing customer relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency… whether on social media or at community events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: • Make outbound calls to prospective customers to promote State Farm insurance products and services., • Identify and qualify leads for agents by gathering relevant customer information., • Stay informed about the various insurance products and services offered by State Farm., • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents., • Provide initial information to potential customers and answer basic questions about insurance options., • Maintain and update a database of prospects and customer interactions., • Ensure all communications adhere to State Farm guidelines and compliance standards., • Prepare regular reports on call activity, lead generation, and appointment scheduling.QUALIFICATIONS:, • Previous telemarketing or sales experience, preferably in the insurance industry., • Communication and persuasion skills; proficiency in using CRM software., • Basic understanding of insurance products or a willingness to learn., • Ability to handle rejection and remain motivated., • Organizational skills to manage and track multiple leads., • Professional and courteous telephone manner., • Focus on achieving targets and contributing to the agency’s growth.

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

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

Job DescriptionBenefits: • Hourly Plus Commission, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As aTelemarketer - State Farm Agent Team Member for Joy Harvey-Washington - State Farm Agent, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing customer relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency… whether on social media or at community events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: • Make outbound calls to prospective customers to promote State Farm insurance products and services., • Identify and qualify leads for agents by gathering relevant customer information., • Stay informed about the various insurance products and services offered by State Farm., • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents., • Provide initial information to potential customers and answer basic questions about insurance options., • Maintain and update a database of prospects and customer interactions., • Ensure all communications adhere to State Farm guidelines and compliance standards., • Prepare regular reports on call activity, lead generation, and appointment scheduling.QUALIFICATIONS:, • Previous telemarketing or sales experience, preferably in the insurance industry., • Communication and persuasion skills; proficiency in using CRM software., • Basic understanding of insurance products or a willingness to learn., • Ability to handle rejection and remain motivated., • Organizational skills to manage and track multiple leads., • Professional and courteous telephone manner., • Focus on achieving targets and contributing to the agency’s growth., • MUST BE BILINGUAL IN SPANISH

Job Description We are looking to hire a Senior Account Director at P10. You are a highly experienced client leader responsible for overseeing large, complex portfolios of business totaling $4M+. You operate with full autonomy across your accounts, navigating sophisticated stakeholder environments and driving both strategic direction and business growth. You are a trusted partner to senior client leaders—including SVP and C-level stakeholders—and play a critical role in shaping how clients think about their business, not just how work gets executed. Internally, you build and lead high-performing teams, mentor future leaders, and proactively identify risks and opportunities before they surface. You balance big-picture thinking with the ability to step in and unblock challenges, ensuring both your clients and your teams succeed. Responsibilities Lead and oversee large, complex portfolios of business, ensuring delivery, growth, and client satisfaction Build and manage high-performing teams, mentoring and developing 1–3 direct or indirect reports Anticipate potential challenges across accounts and proactively develop solutions to mitigate risk Drive strategic client conversations, shaping how clients think about their business and marketing approach Build and maintain relationships with senior and executive-level stakeholders, including SVP and C-level contacts Expand relationships beyond marketing teams, engaging cross-functional client partners to drive broader impact Identify and pursue opportunities to cross-sell and up-sell services, contributing to sustained business growth Forecast revenue and oversee financial performance, ensuring alignment with client budgets and internal targets Partner with clients to understand long-term roadmaps and recommend solutions with clear strategic trade-offs Provide high-level, actionable feedback to internal teams, representing multiple stakeholder perspectives and elevating work quality Step in to resolve team or client challenges, unblocking issues and ensuring forward momentum Lead and contribute to Quarterly Business Reviews (QBRs), including presenting strategic insights and guiding future planning Support MLR (Medical, Legal, Regulatory) processes as needed, ensuring compliance within complex engagements Delegate work effectively across the team, aligning responsibilities with skill level and development goals Lead and develop a small team of junior and mid-level team members, fostering growth and accountability Guide financial planning discussions, helping clients prioritize spend and manage future budget allocation Foster a culture of accountability, collaboration, and continuous improvement within the team Step into executional or tactical work when necessary to maintain continuity and delivery Requirements Bachelor’s degree in business, marketing, advertising or related field plus 12+ years of experience in account management, client services, in a pharmaceuticals or life sciences environment Demonstrate the ability to lead large, complex accounts with multiple stakeholders and workstreams Show advanced strategic thinking, with the ability to influence client direction and business decisions Build strong, trusted relationships with senior and executive-level client stakeholders Exhibit excellent leadership skills, including team development, coaching, and performance management Demonstrate strong financial acumen, including forecasting, revenue management, and long-term planning Identify and act on opportunities for organic growth, including cross-sell and up-sell initiatives Communicate complex ideas clearly and persuasively, both internally and externally Delegate effectively, balancing team growth with business needs and avoiding over- or under-management Navigate ambiguity and complexity with confidence, providing clear direction to teams Collaborate effectively across cross-functional teams and client organizations Maintain a proactive, solutions-oriented mindset with the ability to anticipate and address challenges early Show a willingness to take on broader leadership responsibilities, including managing larger teams or business units Interested in working with us? Apply online today. About Us *Not an agency The layer-laden teams. The prehistoric processes. The impersonal, ego-driven dog-and-pony shows. Take what you think you know about agencies and burn it. P10 was born of the idea that if something isn’t working—or could work better—change it. And that’s exactly what we did. We know that what we’re not makes us who we are. And we’re not just another agency. We are people driven by a palpable passion and purpose, felt by our clients from the very first conversation. P10 brings together a team of diverse, remote-only seasoned professionals to deliver exceptional value for our clients. Dare to do something different - join us. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Group Account Director – Experiential & Field Marketing AGENCY OVERVIEW Established in 2010, our client is an industry leader in marketing brand experiences and creating cultural relevance. Marketing is the art of telling a great story, and they are some of the best storytellers in the business. They deliver experiences that are measured against excellence, from concept to completion. ABOUT THE ROLE The Group Account Director is a senior client services leader responsible for developing and executing experiential marketing, field marketing, and live event programs across a portfolio of client brands, with a strong focus on wine and spirits. This full-time role, based in New York, serves as the senior day-to-day client relationship lead while partnering closely with Creative, Production, Field Marketing, and Operations teams. The Group Account Director will play a critical role in helping shape agency direction, strengthening client relationships, improving operational processes, supporting new business growth, and leading integrated activation programs across multiple brands and markets. This role is ideal for an experienced experiential and field marketing leader who thrives in fast-paced, entrepreneurial environments, brings a strong strategic point of view, and excels at balancing client partnership, operational execution, and team leadership. The ideal candidate is collaborative, scrappy, adaptable, solutions-oriented, and comfortable operating within an evolving agency environment where flexibility, initiative, and relationship-building are highly valued. JOB RESPONSIBILITIES Serve as the senior day-to-day client lead across assigned experiential, field marketing, and live event accounts. Act as a trusted strategic partner to clients, translating objectives into impactful experiential and field marketing programs. Lead integrated field marketing and experiential campaigns across multiple markets and client brands. Oversee scalable activation programs, including ambassador programs, sampling initiatives, retail/on-premise activations, and live experiences. Lead client meetings, presentations, planning sessions, and strategic discussions while serving as a senior escalation point. Oversee the end-to-end experiential and activation process from concept development through execution and wrap-up. Collaborate with clients to build comprehensive workback schedules, activation timelines, and operational plans. Ensure internal and external teams remain aligned and accountable to milestones, deliverables, and execution standards. Provide strategic oversight across creative development, production execution, staffing, logistics, and operational workflows. Anticipate challenges and proactively drive solution-oriented decision-making in fast-paced environments. Manage, mentor, and develop Account Managers, Account Executives, and junior team members. Assess resourcing needs across program lifecycles and partner with leadership on staffing strategy. Oversee budget development, financial management, reconciliation, and pricing structure across assigned programs. Review estimates, invoices, and financial documentation to ensure accuracy, efficiency, and compliance. Ensure programs are delivered within scope, on time, and within budget. Lead post-event reporting efforts, ensuring insights, results, and recommendations are clearly communicated to clients and internal stakeholders. Translate quantitative and qualitative program data into actionable insights tied to client objectives and business goals. Identify operational improvements, executional trends, optimization opportunities, and growth areas across accounts. Collaborate closely with Production, Field Marketing, and Operations teams to ensure seamless program delivery. Support agency growth initiatives through client expansion opportunities, strategic relationship development, RFP participation, and new business support. Stay informed on experiential, cultural, consumer, and industry trends and apply learnings appropriately. Represent our client professionally at client meetings, activations, networking opportunities, and industry events. QUALIFICATIONS & REQUIREMENTS 7–10+ years of experiential marketing, field marketing, or live events experience within an agency client services environment. Proven success leading integrated experiential and field marketing programs from concept through execution. Strong understanding of field marketing campaigns, including ambassador programs, multi-market activations, and on-premise experiential initiatives. Demonstrated experience managing and developing junior account team members. Strong background in alcohol / spirits-based experiential marketing preferred. Experience managing multiple brands, activations, and client priorities simultaneously. Strong operational mindset with the ability to improve workflows, processes, and team alignment. Exceptional client-facing, communication, presentation, and relationship-building skills. Highly organized strategic thinker with strong attention to detail. Strong budget development, pricing strategy, and financial management experience. Entrepreneurial, adaptable, collaborative, and solutions-oriented mindset. Proficiency with Google Suite, Adobe Acrobat, and project management tools. Must be based in the greater NYC region. COMPENSATION STRUCTURE Base Salary: $145,000 – $160,000 Annual Performance Bonus: 10% Additional incentive opportunities tied to new business growth and agency expansion initiatives

Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Initial Compensation: $70,000–$85,000 per year, plus commissions Job Type: Full-Time About Us We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with the goal of building long-term relationships. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business What You’ll Do • Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations, • Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability, • Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement, • Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance, • Educate clients on financial strategies and products in a clear, ethical, and transparent manner, • Utilize CRM and financial planning software to document client interactions and track progress, • Stay current on securities laws, regulations, and compliance requirements, • Research market trends and emerging financial products to enhance client outcomes Qualifications • Bachelor’s degree required, • Active Series 6 or Series 7 FINRA license (required), • Series 63, 65, or 66 (preferred), • NY Life & Health Insurance License (preferred), • Experience in financial planning, wealth management, or a related field, • Strong understanding of retirement planning, portfolio management, and investment strategies, • Exceptional communication and relationship-building skills, • Ethical, client-first mindset with high standards of honesty and professionalism, • Ability to work independently while contributing to a team-oriented environment Benefits • 401(k) with matching, • Health and dental insurance, • Paid time off, • Retirement plan, • Financial planning services Work Location: In person (Elmsford, NY 10523 – commute required)

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Experienced Financial Advisor - Bring and Grow Your Book Location: We are currently prioritizing advisors based in Oregon, New York, New Jersey, Florida, Illinois, and California. Candidates in other markets may also be considered based on their book of business and licensing profile. Cross Financial | High Payout. True Ownership. Real Upside. Are you an established financial advisor looking for stronger economics, greater autonomy, and better operational support? Cross Financial is seeking experienced wealth advisors with an established client base who are interested in transitioning their practice to an advisor-first platform. This opportunity is designed for professionals who want greater control over their client relationships, a highly competitive payout structure, and infrastructure that allows them to spend more time advising clients and growing their business. Why Cross Financial Elite payout structure: 60-80%+, depending on book size and profile Advisor-centered client relationship model, with no firm-imposed non-compete tied to clients brought to the platform, subject to applicable agreements and legal requirements Independent, advisor-first platform built to reduce friction and inefficiency Scalable platform that allows advisors to focus on clients and growth Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors - not entry-level advisors or product-led sales roles The Opportunity Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in mentorship, business development, or leadership initiatives based on interest Leverage centralized operational, compliance, and technology resources Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership Experience working within the LPL Financial and/or Charles Schwab ecosystem Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, IL or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Select advisors may be considered for leadership roles or potential equity participation On-Target Earnings: $150K - $600K+: Uncapped earnings directly aligned with revenue production and practice growth Support and Resources Advisors receive access to the technology, operational support, compliance resources, and professional infrastructure needed to successfully transition and scale their practice. Additional compensation and benefits may vary based on the advisor’s affiliation structure and eligibility. The Bottom Line If you have built a successful practice and are looking for stronger economics, greater autonomy, and a platform designed to support continued growth, Cross Financial offers an opportunity to elevate your business without sacrificing the client relationships you have worked hard to build. Confidential conversations encouraged. #LI-BP1 Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $150K - $600K

Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth. To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today. The Partnership Model You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale. At this Fintech RIA, you will: • Own and manage client relationships while accelerating organic growth., • Deliver high-impact financial planning and investment advice across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement income and distribution strategies, • Estate and legacy considerations, • Equity compensation, • Charitable and philanthropic planning, • Risk management and insurance analysis, • Identify planning gaps and risks, translate complex concepts into clear recommendations, and deliver actionable financial plans., • Build, implement, and continuously monitor long-term investment strategies., • Coordinate with third-party specialists across tax, trust & estate, and insurance to ensure clients receive the right expertise at the right time., • Provide feedback into their product and technology roadmap to improve advisor and client workflows., • Support inorganic growth by participating in advisor-to-advisor conversations and integration discussions as appropriate. What's Required to Run Your Practice with them... • A portable, fee-based book of business with $25M+ AUM that you actively advise today., • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66, or equivalent)., • Strong interest in ownership, accountability, and building long-term enterprise value., • Comfort operating in a technology-forward, fintech-enabled advisory model., • Ability to manage multiple priorities in a fast-moving environment., • Desire to grow without sacrificing autonomy. What Makes a Strong Fit (Not Required, but Helpful) • Experience at a technology-enabled advisory platform or fintech., • Background advising high-net-worth households ($1M+ investable assets)., • Deep expertise in one or more planning domains (tax, equity comp, estate, retirement)., • Familiarity with modern financial planning software and planning-led workflows., • Strong executive presence, critical thinking, and clear, proactive communication style. Bottom line You bring the clients, advice, and vision. My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.

Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionCompany: Simon Quick Advisors Position: Associate Location: New York, NY (hybrid) Compensation: Starting at 80,000 (based on experience), plus bonus and benefits _ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations. Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom. Mission of the Position The Client Advisory Associate plays a vital role in delivering a high-touch, personalized client experience by supporting Client Advisors in the design and execution of comprehensive wealth management strategies. This includes contributions across key planning areas such as investments, tax, estate, insurance, and cash flow. The Associate ensures operational excellence, strengthens client relationships, and supports the creation of thoughtful, data-driven financial plans that align with each client’s unique goals. This role is intentionally structured as a developmental path toward becoming a lead advisor and obtaining the CFP® designation, offering exposure to all facets of holistic financial planning and client service. Top Accountabilities • Accountability 1: Support the Development of Comprehensive Financial Planning and Investment Recommendations: Assist in analyzing client goals, needs, and financial data to propose tailored recommendations across all areas of wealth management including investment strategy, retirement planning, tax optimization, estate planning, and risk management., • KPI: Proactive identification of planning opportunities and quality of recommendations across multiple planning domains (e.g., tax, estate, insurance), • KPI: Accuracy and clarity of recommendations presented to the Client Advisor, • Accountability 2: Deliver High-Quality Client Service and Daily Communication Support: Serve as a key point of contact for clients to support ongoing service needs, clarify planning strategies, and coordinate implementation across internal and external stakeholders., • KPI: High client satisfaction scores, • KPI: Timely and professional response to client inquiries, • Accountability 3: Execute and Monitor Investment and Financial Plan Implementation: Manage the operational execution of investment changes and financial planning recommendations, ensuring seamless coordination and documentation., • KPI: Zero data inconsistencies across internal systems, • KPI: Timely execution and follow-through on client decisions, • Accountability 4: Maintain and Review Client Performance and Planning Reports: Support the preparation and quality control of performance reports and planning updates, ensuring that they reflect current client objectives and financial conditions., • KPI: On-time and error-free delivery of client performance and planning reports, • KPI: Accuracy in reflecting portfolio and planning changes, • Accountability 5: Ensure Adherence to Fiduciary, Compliance, and Procedural Standards: Monitor and document client activity to ensure alignment with firm policies, fiduciary obligations, and best practices in client care., • KPI: 100% compliance with documentation and procedural standards, • KPI: Timeliness of implementation and reporting Other Duties & Responsibilities • Engage directly with clients to support a variety of service needs while helping to foster trusted, long-term relationships., • Coordinate with third-party providers, including custodians, investment managers, estate attorneys, and tax professionals, to facilitate timely and accurate execution of client strategies., • Interface with external investment managers to gather information, track investment activity, and support the alignment of client portfolios with overall planning goals., • Prepare meeting materials such as financial plans, performance reports, and investment summaries; participate in client meetings and capture next steps and follow-ups., • Uphold strict client confidentiality and remain vigilant in monitoring accounts for unusual or potentially fraudulent activity., • Collaborate with the Client Service Associate and other team members to ensure seamless execution of operational and administrative tasks. Key Criteria/Requirements • Bachelor’s degree, • 3-6 years of financial services experience, • Experience with Fidelity and Schwab, • Experience using DocuSign, Orion, Salesforce, and eMoney, • Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word), • Experience with tax and estate planning concepts (trust structures, estate/gift tax planning, Roth conversions, charitable giving strategies, etc.) preferred, • While the CFP® certification is not required upon hire, candidates are expected to pursue and obtain the CFP® designation as part of their long-term professional development once approved by management. Key Competencies • Attention to Detail: Ability to spot discrepancies and ensure accuracy in financial data, • Client Focus: Builds and maintains strong client relationships through excellent service, • Problem Solving: Addresses issues with initiative and sound judgment, • Communication: Effectively conveys ideas verbally and in writing, • Technical Proficiency: Expert use of financial systems and software, • Adaptability: Manages multiple tasks while meeting deadlines in a dynamic environment, • Analytical Thinking: Applies logic and data analysis to decision-making, • Accountability: Takes ownership of responsibilities and deliverables, • Collaboration: Works well within a team, supporting collective goals, • Confidentiality: Maintains privacy and trust with sensitive client information Physical Requirements • Must be able to remain in a stationary position 50% of the time., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Powered by JazzHR Ak11TmFR0k

Job Description About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion. SUMMARY Reporting to the Global Head of Client Engagement, you are an experienced and effective relationship professional who will form part of our dynamic team at Waystone. In this role, you will manage a portfolio of existing client relationships, engaging directly with clients to deepen those relationships, identify new opportunities within the account, and run cross-sell and upsell opportunities through to close with the aim of driving revenue growth. The ideal candidate will have proven experience in client relationship management and business development within financial services, including familiarity with business development systems such as Salesforce, and a good understanding of the asset management industry. Within Waystone, we have a structure to support new revenue growth which includes defined roles for New Logo Business Development, Key Account Management, and Relationship Management (the “Commercial Team”). The Account Director sits within this Commercial Team, supported by a dedicated Sales Operations function that manages the operational execution of opportunities once identified and scoped. ESSENTIAL DUTIES AND RESPONSIBILITIES • Client Relationship Management: Build and maintain strong relationships with key decision-makers within your assigned portfolio of clients, acting as their day-to-day point of contact at Waystone., • Opportunity Identification & Triage: Proactively identify cross-sell and upsell opportunities and map whitespace through the development of account plans across your client portfolio. Triage each opportunity to determine whether it can be run directly, requires support from a specialist team, or should be passed to New Logo Business Development or Key Account Management to run a competitive process., • Running Opportunities: Lead client-facing discussions to scope out opportunities identified within your portfolio, prepare proposals for the client, negotiate fees and services, and follow Waystone sales process, with support from Sales Operations as needed., • Account Engagement & Planning: Maintain regular contact with your client portfolio, including periodic check-ins, to stay close to their evolving needs. Through this ongoing engagement, identify further opportunities for medium and long-term growth and document client strategy as part of a detailed account plan. Where appropriate, bring in the relevant members of the Commercial Team to help execute the strategy., • Collaboration with the Commercial Team: Work closely with New Logo Business Development, Key Account Management, and the Global Head of Client Engagement to ensure opportunities are routed to the right team and that your outreach is aligned with priority accounts and services., • Market Insight: Stay updated on industry trends, regulatory changes, and competitor activities to inform client conversations and identify relevant opportunities., • Relationship & Pipeline Reporting: Provide regular updates on account activities, revenue contributions, and client feedback to the Global Head of Client Engagement, using established methodologies for comprehensive reporting. Experience and Abilities: • Client Relationship & Commercial Experience: Proven experience in relationship management, account management, or client-facing commercial roles within financial services, with a track record of sourcing and executing new business opportunities from existing clients., • Industry Knowledge: Preferred but not essential, a good understanding of the asset management industry, including market trends, regulatory environment, and competitive landscape, is helpful for effectively positioning Waystone's services and identifying relevant opportunities for clients., • Ability to quickly learn the Waystone products and services: An understanding of the global suite of Waystone services to identify relevant cross-sell and upsell opportunities for your client portfolio is critical to being effective in the role., • Understanding of Sales systems and processes: A good understanding of Waystone's systems and processes, including Salesforce, Ebstas and Altify to support the oversight of assigned client portfolio and execution of identified opportunities., • Communication and Negotiation Skills: Excellent communication, presentation, and negotiation skills, both written and verbal, to effectively engage with the Stakeholders and clients., • Ethical Conduct: Upholding high ethical standards in all interactions, reinforcing Waystone's reputation as a trustworthy partner in the industry. Education: • Bachelor's degree in Business Administration, Finance, or a related field Compensation & Benefits • Competitive compensation package including quarterly commission with an OTE in the region of $250,000 - $300,000, • Generous Paid Time Off and Paid Holidays, • Comprehensive health benefits package (medical, HSA/FSA, dental, vision and more) with no waiting period, • Matching 401(k) plan with Retirement Planning Tools and no waiting period, • Employer paid voluntary supplemental LTD/Life/AD&D, • Paid Family Leave includes maternity and paternity, • Financial professional development support, • Referral Bonus Program