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Senior Vice President – DIGITAL STRUCTURAL INNOVATION 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. We’re seeking a future team member for the role of Senior Vice President to join our Digital Structural Innovation team. This role will be located in New York, NY. In this role, you’ll make an impact in the following ways: • Utilize your legal knowledge to develop unique and innovative solutions, products, systems, and platforms, providing end-to-end guidance from the initial conceptualization and design through obtaining internal and regulatory approval for launch., • Drive consensus and approvals for these solutions, products, systems, and platforms through internal product, legal, compliance, risk, and technology stakeholders., • Seek and obtain external counsel and regulatory approvals., • Maintain familiarity with legal and regulatory changes, • Minimum 7 years experience., • Extensive knowledge of the laws, rules, regulations, and guidance concerning blockchain, distributed ledger technology, tokenization, and cryptoassets, in the US (federal and NY state) and the EU. Prior corporate or law firm legal experience with blockchain and cryptoassets preferred., • Knowledge of UCC Articles 4A, 8, and 9 in their application to banking system design., • Experience of working in one or more of the following areas – cash payments, custody, clearance, settlement, and collateral management., • Creativity, curiosity, and a self-starter demeanor with the ability to develop innovative solutions to complex problems., • Excellent written and verbal communication skills and the ability to distill complex policies and information in succinct and compelling ways with diverse audiences., • Ability to work collaboratively with a wide range of internal and external stakeholders to build consensus with the ability to independently execute tasks and deliver results., • Experience obtaining regulatory approval for innovative products. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

We've partnered with a Financial Services Firm in Jersey City, NJ who is looking for an entry level finance candidate to join their team.This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements.Assist wi

Vice President, Associate General Counsel Summary The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Legal

The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Bachelor’s degree required * 12+ years of relevant work experience in the financial industry * Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Strong understanding of blockchain technology. * Executive level presentation skills required * Project management and/or consultative experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. * Promote a culture of experimentation to ensure continuously learning Note: Fidelity is not providing immigration sponsorship for this position Asset Management Risk, part of Fidelity’s Risk Organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Risk

The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Bachelor’s degree required * 5+ years of relevant work experience in the financial industry, crypto experience preferred * Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Executive level presentation skills required * Project management experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Foundational understanding of blockchain technology * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Risk

Care Career is seeking a travel nurse RN Oncology for a travel nursing job in North Bergen, New Jersey. Job Description & Requirements • Specialty: Oncology, • Discipline: RN, • Start Date: ASAP, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days Essential Duties: -The Registered Nurse is responsible for evaluating patients and assisting physicians with patient care. -Plans, implements, and documents nursing care based on patient’s needs. -Identifies patient needs and determines priorities for care through assessment, planning, intervention, and evaluation. -Develops, implements and coordinates individualized plan of care for patients assigned through initial and on-going assessments. -Initiates assessment based on the patient’s problems or needs, the physician’s medical diagnosis, and the functional health framework. -Performs therapeutic nursing interventions. -Manages care of patients. -Documents care based on standards of care and practice, patient acuity, and/or clinical priorities. -Advocates for evidence-based practice care standards and supports adoption of evidence-based practices and innovations in care delivery. -Provides patient centric care in alignment with professional nursing practice model. -Collects comprehensive data pertinent to the patient's health or the situation. -Performs age and disease specific assessment / data collection independently in a systematic manner focusing on physiologic, psychological and cognitive status. -Recognizes clinical and diagnostic status changes in patient status. -Identifies variables in patient/family education needs based on age, disease, and culturally specific learning differences. -Other duties and responsibilities as assigned. Care Career Job ID #33228924. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN Radiation Therapy About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel Physical Therapy Assistant for a travel job in Fair Lawn, New Jersey. Job Description & Requirements • Specialty: Physical Therapy Assistant, • Discipline: Therapy, • Start Date: 01/26/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days Care Career Job ID #35135605. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Rehabilitation Physical Therapist Assistant (PTA) About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN CVOR for a travel nursing job in Newark, New Jersey. Job Description & Requirements • Specialty: CVOR, • Discipline: RN, • Start Date: 01/05/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, days Care Career Job ID #35085397. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN CVOR About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN PICU - Pediatric Intensive Care for a travel nursing job in Newark, New Jersey. Job Description & Requirements • Specialty: PICU - Pediatric Intensive Care, • Discipline: RN, • Start Date: 01/12/2026, • Duration: 13 weeks, • 48 hours per week, • Shift: 12 hours, days, nights With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Jersey City, New Jersey. Job Description & Requirements • Specialty: OR - Operating Room, • Discipline: RN, • Start Date: 01/12/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 10 hours, days Care Career Job ID #35140737. Pay package is based on 10 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN OR About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Paterson, New Jersey. Job Description & Requirements • Specialty: Labor and Delivery, • Discipline: RN, • Start Date: 01/12/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, nights Care Career Job ID #34961130. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN Labor and Delivery About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Jersey City, New Jersey. Job Description & Requirements • Specialty: OR - Operating Room, • Discipline: RN, • Start Date: 01/05/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, nights Care Career Job ID #35085394. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN OR About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Jersey City, New Jersey. Job Description & Requirements • Specialty: OR - Operating Room, • Discipline: RN, • Start Date: 01/05/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, nights Care Career Job ID #35085395. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN OR About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Job DescriptionLarge full service defense firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $160,000 - $190,000 per year A bit about us: Large full service defense firm Why join us? We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. Job Details Job Details: We are seeking a highly skilled and experienced Permanent Associate Attorney specializing in Lending Finance to join our dynamic legal team. This key role will focus on supporting our clients in the commercial finance sector, providing expert advice on various legal aspects, including UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches. The successful candidate will be expected to handle complex financial transactions, conduct thorough legal research, and provide strategic legal solutions. This role demands a high level of professionalism, excellent communication skills, and a strong commitment to providing exceptional service to our clients. Responsibilities: 1. Provide legal advice and support to clients on a wide range of lending finance matters, including but not limited to, commercial finance, UCC Article 9, title surveys, lease reviews, and lien searches., 2. Conduct comprehensive legal research and analysis to support strategic decision-making and risk management., 3. Draft, review, and negotiate a variety of legal documents such as contracts, leases, and loan agreements., 4. Represent clients in legal proceedings, if necessary, and effectively present their case., 5. Maintain up-to-date knowledge of relevant laws, regulations, and industry standards., 6. Build and maintain strong relationships with clients, offering legal advice that aligns with their business objectives., 7. Collaborate with other team members to ensure a coordinated and consistent approach to client service., 8. Contribute to the firm's knowledge sharing initiatives by providing insights and updates on developments in lending finance law. Qualifications: 1. Juris Doctor degree from an accredited law school., 2. A minimum of 5 years of experience as an attorney specializing in lending finance., 3. Proficient understanding of commercial finance, UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches., 4. Admission to practice law in the state., 5. Exceptional analytical, research, and drafting skills., 6. Proven ability to manage multiple projects, prioritize tasks, and meet tight deadlines., 7. Excellent communication and negotiation skills, with the ability to represent clients effectively in various settings., 8. Strong commitment to maintaining high professional standards and providing exceptional service to clients., 9. Ability to work collaboratively in a team environment, as well as independently when required., 10. Demonstrated ability to stay updated with the latest developments in lending finance law. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Looking for flexibility, competitive pay, and the chance to shape your own career path? At Odyssey Locums, we connect CRNAs at every stage of their career - from new graduates to seasoned clinicians with rewarding locum tenens opportunities across the country. As one of the fastest-growing locum tenens firms in the U.S., we partner with top hospitals, health systems, and medical groups to ensure continuity of care while giving providers freedom, financial growth, and the support they deserve. With Odyssey, you gain a trusted advocate who handles all the details. Our experienced recruiters provide 24/7 support, streamlined credentialing, and access to CRNA assignments nationwide. We focus on maximizing provider pay while ensuring a smooth, stress-free experience from start to finish. This new opportunity offers flexible scheduling, premium top of market pay and a supportive team. The Role: Location: Chatham, NJ Assignment duration: ASAP - Ongoing NJ license preferred. Shift 4x10's (no other shift types considered). No Call. CRNA will not do OB, heads, hearts. Charting system: EPIC. Credentialing: 60 - 90 days. We Offer: Streamlined credentialing - less than 90 days 24/7 Dedicated recruiter and credentialing specialist Premium Rate weeknight call + Premium if called in Top of market premium hourly pay Paid Housing Paid Travel A++ rated malpractice insurance with tail coverage 500 referral bonus for any provider you refer. The Facility: Top Healthcare facility that offers a full range of healthcare services and has received recognition for healthcare excellence. Take the first step into a premium anesthesiology assignment with Odyssey Locums - where you can grow your career, earn on your terms, and partner with a locums firm that puts providers first. 2 WAYS TO APPLY: Our 5 SECOND QUICK APPLY process is fast and confidential. It's only 1 step & takes just seconds! Click LINK to apply now. OR email resume to: The application window for this opportunity is ongoing.

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

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

Job Description Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client’s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to Bank & Wealth Policies and Procedures, • Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents Wealth to the general public in a professional manner, • Is involved in the community and support charity and community initiatives

Job DescriptionFlexible Hybrid Schedule - Represent Corporate Policyholders This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $250,000 - $410,000 per year A bit about us: We’re a forward-thinking law firm with hundreds of attorneys advising clients across diverse industries, including technology, life sciences, and financial services. Our approach goes beyond delivering legal solutions—we build lasting partnerships, anticipate challenges, and deliver results with integrity and creativity. Collaboration, respect, and community engagement are at the heart of everything we do. Why join us? Here, you’ll find a collegial environment that values mentorship, professional growth, and inclusivity. We offer competitive benefits, including comprehensive health coverage, retirement savings options, and generous paid time off. Our culture encourages entrepreneurial thinking, supports career development, and gives you the resources to succeed while working alongside talented colleagues on meaningful matters. Job Details A highly regarded law firm is seeking an experienced Insurance Coverage Litigation Associate to join its growing practice representing corporate policyholders—not insurance carriers—in high-stakes coverage disputes. The role involves advocating for business clients in a wide range of insurance matters, including: Environmental and construction-related claims Mass tort and product liability coverage Cybersecurity incident coverage Representations & warranties claims Directors & Officers and Professional Liability policies Key Responsibilities: Evaluate and interpret complex insurance policies to identify potential coverage Advise corporate clients on strategies to maximize recovery and avoid exclusions or forfeitures Prepare and present initial tenders of claims to insurers Negotiate directly with insurance adjusters and opposing counsel Draft pleadings, discovery requests, and motion papers Manage multiple active matters in litigation or pre-litigation stages Qualifications: 3–5 years of complex commercial litigation experience Prior experience in insurance coverage disputes on behalf of policyholders (not insurers) is strongly preferred Strong legal writing and analytical skills Ability to handle multiple assignments independently in a fast-paced environment This position offers the opportunity to work on sophisticated, high-value disputes for corporate clients, collaborating with a respected team known for its depth in insurance recovery work. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities' risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. DV Commodities currently has over 35 desks, with traders and staff located in London, New York, Chicago Houston, and Dubai. Learn more here. Overview • Work side by side with senior traders to learn about proprietary methodologies and trading systems that support an established trading business, • Actively engage in counterparty-facing activities, including structuring and presenting trade ideas, preparing market commentary, and responding to counterparty requests in real time, • Manage trade execution, with a strong focus on counterparty exposure, credit considerations, and operational efficiency, • Build and maintain pricing models, fundamental analyses, and trade tools that support both internal decision-making and counterparty engagement, • Enhance existing strategies and identify new opportunities to expand counterparty flows, trading volumes, and profitability, • Serve as a key liaison between trading desks, risk management, operations, and OTC counterparties to ensure seamless deal execution and lifecycle management, • 2+ years of industry experience, • Strong communication and relationship-building skills with the ability to engage confidently with counterparties and colleagues under high-pressure conditions, • Ability to articulate trade structures, risk exposures, and market views clearly, both verbally and in writing, • Professional presence, strong interpersonal skills, and a business-first mindset focused on delivering solutions and building credibility, • Detail-oriented, organized, and diligent with a high level of professionalism in counterparty interactions, • Demonstrated ability to manage multiple priorities — balancing counterparty demands, trade execution, credit/risk considerations, and internal coordination, • Entrepreneurial and proactive in identifying and pursuing opportunities to grow counterparty flows and wallet share, • Team-oriented, able to collaborate effectively across trading, risk, operations, and research groups, • Strong interest in trading, commodity markets, and developing long-term counterparty relationships, • Strong understanding of math, probability, and statistics to support trade structuring, pricing, and risk analysis, • High level of proficiency in Excel; VBA, SQL, Python, or other programming/statistical tools a plus DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve. For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact. If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

Job DescriptionSalary: Investment Professional Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 150+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at What You Would Get To Do: The Senior Account Director supports FIRST's vision to be one of the world's most respected global brand experience agencies. This leadership role drives strategic growth, service excellence, and long-term partnership success across enterprise-level clients. Acting as a senior advisor and trusted partner, the Senior Account Director collaborates with senior stakeholders to understand evolving business goals and translate them into impactful, insight-driven strategies that enhance brand engagement and deliver measurable results. With strong commercial acumen, this individual is accountable for the financial health and sustainable growth of their portfolio, ensuring profitability through strategic foresight, value creation, and a deep understanding of client business dynamics. The ideal candidate is a client-focused, strategic leader who inspires confidence, fosters collaboration, and embodies the FIRST commitment to service excellence, partnership integrity, and forward-thinking brand experiences. Your Contributions • Lead the strategic direction, development, and overall success of account(s), working across global teams to drive results and innovative ideas, • Act as the primary point of contact for client stakeholders, fostering trust and ensuring alignment across programs and priorities, • Responsible for developing and executing annual account plans, growth strategies, and client engagement initiatives, • Lead quarterly business reviews and strategic touchpoints to reinforce value and strengthen the client relationship. Develop and support executive-level reporting, data insights, and strategic planning, contributing to business reviews and leadership decision-making, • Monitor client satisfaction trends and proactively address issues, risks, and opportunities for improvement and growth, • Oversee contract lifecycle management, including scope changes, contract renewals, SOWs, Work Orders, addendums, and procurement interactions, • Responsible for oversight of the scope of work and for the account achieving contract compliance and performance requirements (KPIs, SLAs, reports required); ensuring the account delivers on expectations and remains within the bounds of the contract, • Support invoicing workflows, annual budgeting, and monthly reconciliation processes, including scalable services and travel and expenses, in collaboration with Account Operations, • In collaboration with Business Analytics / Commercials, responsible for accurate and timely forecasting of contracted pipeline activity, • Develop a thorough understanding of the client's business, industry and keep abreast of external issues and events that could impact client objectives, • Lead all new business opportunities within the account(s), from initial discovery through to proposal submission and contracting, • Build and manage a pipeline of organic growth opportunities, identifying areas where FIRST can expand services and add strategic value, • This role is best suited to a candidate with 10+ years of experience in client services, account management, or program leadership within a global agency, brand experience, or events environment, • Proven experience managing large-scale, global accounts with complex programs and multiple stakeholders, • Strong commercial acumen with a track record of managing budgets, financial reporting, and contract negotiations, • Strategic thinker with the ability to balance long-term vision and immediate priorities, • Able to operate both at a high-level and within the details of operations, financials, and reporting, • Proficiency with CRM and financial tools such as Salesforce and budget trackers, • Strong ability to interpret data and reporting, synthesize insights, and craft a compelling narrative in collaboration with internal teams., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-HYBRID #LI-JB1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

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 Explore a career as a Financial Planner! Take your career to the next level at Prudential Advisors. Change your life by helping others change theirs. We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Compensation: $50,000 - $75,000 at plan earnings Responsibilities: The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders, • Learn more about this exciting opportunityAbout Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job DescriptionAbout Us Established in 1984, Nike Communications is a female-founded creative communications firm specializing in the marketing of prestige brands. We create meaningful connections between some of the world’s most iconic brands and their audiences by utilizing diverse perspectives to develop culturally relevant client campaigns. We believe differences fuel the creative spirit; that by embracing diverse perspectives and cultures, innovation can flourish, and creativity will shine through in each story we tell. DEI Statement Differences fuel the creative spirit. At Nike Communications, we recognize that diversity, equity, and inclusion are critical components to our success, and we are deeply committed to creating a workplace that values and supports the unique talents and perspectives of every individual. We are passionate about building an agency that truly reflects the diversity of our world, and we firmly believe that fostering a culture of inclusivity and equity is a fundamental responsibility shared by everyone within our agency. More About the Role Join our Travel team as a New York-based Account Director! Dive into a dynamic role. Your chance to fuel the creative spirit starts here! Responsibilities • Media Relations Mastery: Leads by example in securing earned media, focusing on marquee feature stories in top national outlets and emerging media platforms, while driving the team to surpass annual KPIs to amplify brand recognition., • Team Mentorship & Development: Supports the growth and advancement of manager-level and junior-level staff through mentoring, development, and retention efforts., • Client Engagement & Industry Expertise: Leverages industry expertise to anticipate client needs, becoming a trusted partner in their success, while proactively addressing opportunities and challenges with strategic solutions., • Strategic Counsel: Provides strategic guidance to clients, collaborating with agency partners to develop and execute impactful communication and creative campaigns, enhancing brand reputation and visibility., • Brand Collaborations & Partnerships: Leads the ideation, execution, and recommendation of brand collaborations, partnerships, talent-led campaigns, and event strategies, leveraging creativity to resonate with key media and target audiences., • Business Development: Proactively identifies new business leads and opportunities, developing proposals and presentations.Qualifications, • Professional Experience: Brings at least six years of full-time experience in public relations and media relations., • Passion & Industry Knowledge: Genuine enthusiasm and in-depth knowledge of Luxury, Lifestyle and Travel industries, with a proven track record of delivering impactful stories across diverse media. Ideally has at least two years of direct experience in managing a travel industry account., • Build & Maintain Lasting Relationships: Cultivates and maintains genuine relationships with top media outlets and key freelance writers, fostering trust and mutual respect. Your ability to connect with others strengthens our network and enhances our clients’ reputation., • Leadership & Event Management Expertise: Exemplifies proficiency in team management of at least two direct reports and orchestrating events/programs with both small and large budgets, showcasing adept organizational skills and strategic resource allocation., • Travel Flexibility: Embraces opportunities to travel for work-related events or meetings, allowing for engagement and collaboration across diverse settings., • Communication Skills: Exceptional written, verbal, and interpersonal communication skills online and in-person. Spanish speaking and writing skills would be a huge plus for this role., • Media Landscape Mastery: Possesses a comprehensive understanding of the media landscape, including print, online, broadcast and new-media (i.e. podcast) channels, enabling effective media outreach and engagement., • Commitment to Diversity, Equity and Inclusion: Embodies the values of diversity, equity, and inclusion; demonstrates self-awareness, cultural competency, and the ability to work with people from diverse cultures and backgrounds., • Adaptability: Ability to thrive in a dynamic workplace, showcasing adaptability and resilience.The salary range is $95,000 - $110,000 annually. Benefits • Health Benefits: Options for medical coverage through UnitedHealthcare, and Dental and Vision coverage through Principal, • Financial Security: Contribute to 401(k) plan for retirement with the potential agency contribution via year-end profit sharing, • Time Off: Enjoy 15 vacation days, with an extra day off on your birthday month, • Holiday Closure: Agency closed between Christmas and New Years for a well-deserved break, as well as 10 other holidays throughout the calendar year, • Summer Flexibility: Summer Fridays offer shorter work hours from Memorial Day to Labor Day, • Family Support: Benefit from 12 weeks of paid parental leave and formal policies to support working parents, • Phone Expenses: Receive business line, or have personal phone number covered on agency plan, • Technology: Company provided laptop and accessories, along with IT support, • Bonuses: Potential for discretionary end-of-year bonuses, • Agency Bonding: Engage in happy hours and our annual agency-wide offsite for camaraderie and celebration, • Emphasis on DEI: A variety of specialized employee resource groups, DEI programming and other initiativesNike Communications, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Nike Communications, Inc. is committed to providing access, equal opportunity, and reasonable accommodations for individuals with disabilities in employment, its services, programs, and activities. #LI-hybrid Powered by JazzHR 03LRMN6yGR

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. Compensation: $75,000 OTE Responsibilities: Responsibilities • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US. Compensation $100,000+ OTE About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Job Title: Trade Operations Engineer Work Model: In office, Chicago based. If not local, must relocate Compensation: 150-300k TC (inclusive of base and bonus), dependent on experience level Summary: A proprietary trading firm specializing in systematic and discretionary strategies is seeking a trade operations engineer to ensure reliable trading systems via monitoring and managing the trade life cycle. This includes real time support to traders and responding to system alerts and trade incidents. Requirements: • Technical Expertise: Proficiency in Python for automation and data analysis; C++ experience a plus., • Financial Markets: Solid understanding of futures and options trading, market microstructure, trade lifecycles, and order types is essential., • Trading Systems: Hands on experience with trading platforms including DMA protocols and 3rd party platforms; familiarity with CME ecosystem preferred., • Operating Systems: Strong knowledge of Linux/Unix environments and command-line tools., • Problem-Solving: Ability to troubleshoot complex technical issues under pressure with meticulous attention to detail., • Trade Operations: Monitor and manage the trade lifecycle, including order execution, trade booking, and position management. This involves a real-time understanding of our proprietary trading strategies and the ability to troubleshoot issues., • Broker & Exchange Liaison: Build and maintain relationships with counterparties while resolving issues utilizing third-party systems in real time., • Risk & Compliance Monitoring: Track position and trading limits to ensure adherence to external regulations and internal controls., • System Monitoring: Oversee the health and performance of trading systems, DMA connections, and broker APIs., • Incident Response: Act as first responder for system alerts, identify root causes, escalate appropriately, and communicate status updates., • Operational Support: Provide front-line support to traders for execution, reconciliations, and market data feeds., • Process Improvement: Document and enhance operational procedures to improve reliability and efficiency., • Collaboration: Partner with developers, researchers, and infrastructure teams to support deployment of new trading strategies, build monitoring tools and features, and resolve technical challengesCompany DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

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

Job DescriptionCompany Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Surveys are widely used to gather quantitative and qualitative data using relevant questions from a sample of respondents. Third Bridge provides online B2B surveys by giving our clients access to high-quality responses from hard-to-find experts via our pre-screened, proprietary network. Our panel of experts covers all geographies, industries and functions. We have a dedicated Surveys team across the US and Europe that works around the clock to help clients with survey design, coding, fielding and results seamlessly and quickly. The Survey Associate position is a key enabler in the development of our Surveys team as well as in the design of tools and processes to create the Surveys end product. The end goal is to provide a top quality Survey product that will drive market share gains across our clients by meeting their needs for quantitative insights. Third Bridge is seeking an ambitious and enthusiastic Survey Associate to join the Surveys Team in New York. The Surveys Associate will be responsible for the creation and execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses. Reporting to the Regional Manager, Surveys, you will interact daily with our clients and our specialist community. As specialists are a shared resource, you will also frequently interact with key stakeholders within the Consulting and Private Equity verticals globally. Finally, as we are working in an agile way, you will be closely involved across business, product, data and development initiatives and work closely with our internal product, tech and data consolidation teams. Responsibilities: * The Survey Associate will be responsible for the execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses * Provide feedback on clients’ Survey design, targeting specialised topics and populations * Build out panels of experts according to client requirements * Navigate survey requests with complex requirements and client-specific preferences * Coordinate, problem-solve and build strong working relationships with panellists, clients, survey partners, and colleagues Qualifications * Experience collaborating with team-members in a high-throughput, deadline-driven, process-oriented, client-servicing environment * Superior writing, logic and interaction skills; including oral and written communication as well as organisational skills * Strong commercial acumen and familiarity or interest in understanding of different industries (including but not limited to Healthcare, Technology, Life Sciences, Consumer Goods, Financial Services), as well as how Consulting and Private Equity clients work, their organisational structure, asset class in which they operate, and how Surveys support their workflow * Proven ability to work in a rigorous, fast-moving environment * Meticulous attention to detail and a strong analytic outlook (including experience with data sets in Excel or Gsheets format) * Ability to handle multiple tasks and prioritise, identify and solve problems * A plus, but not required: Experience with market research and survey design, primarily via exposure to survey design and the use of online survey platforms (gained in education or in a professional environment) Requirements * Bachelor’s degree * 0-2 years of experience in the financial services industry, with a strong understanding of Consulting and Private Equity, various industries and data analysis * The successful candidate must, by the start of the employment, have permission to work in the country they are applying. Additional Information What our people love about being an Associate at Third Bridge: • Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management, • Partnering first-hand with the leading investors in the world and being privy to their thought process with all the learning this leads to, • Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds, • Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers, • Building their career in business on a foundation of problem-solving, communication and commercial skills, • Building strong relationships both internally and externally create significant opportunities for professional development, • Living by “great minds think differently” in a diverse and inclusive team Thrive at Third Bridge! Why join us? * Develop foundational commercial and client management skills: you'll hone a wide range of transferrable skills, including problem-solving, communication, and negotiation. * Fast-track your growth: there is clear career advancement for strong performers into leadership roles within 2 years. * Gain an introduction to a wide range of industries: connect daily over the phone with top experts in their fields. * Earn competitive pay of $84,000+ in your first year, with a $70,000 base salary and uncapped bonus potential after just one month. * Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more. * Appreciate good work-life balance with 15+ vacation days, flex days and work from anywhere for one month per year. * Be part of our engaging culture with social events, professional development, and a dynamic, supportive team.

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $60,000 - $100,000 Commission Based Responsibilities: • Attend virtual and in-person training to enhance financial expertise., • Provide guidance on insurance, investments, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Ensure compliance with financial industry standards and licensing requirements., • Engage in structured coaching, mentorship, and training programs.Qualifications:, • No prior experience in finance is required—comprehensive training is provided., • Excellent communication and relationship-building abilities., • Demonstrated leadership or a proven track record of success., • Must be authorized to work in the US., • Self-motivated, coachable, and driven to succeed.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. 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 encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job DescriptionAbout Kingfish GroupKingfish is a different kind of private equity firm. We have pioneered a new approach to private equity investing that places us at the intersection of people, ideas and capital. At the core of our efforts are deep, systematic relationships with proven operating executives. Our firm comprises two core business segments; our private equity investment business and an advisory business that supports a limited set of high-performing PE sponsors as they identify, invest in and grow businesses. Our philosophy is to find the best people and give them the freedom to learn, innovate and outperform. In that spirit, we are structured to ensure that each individual contributes substantially to firm strategy and goals, and there is extensive feedback on performance. We pride ourselves on assembling high-performing teams to pursue inspiring goals. Position SummaryOur Associates work closely with our private equity firm partners, operating as an extension of their deal teams to evaluate investment opportunities and advance portfolio company initiatives. Specifically, Associates are responsible for (a) Building relationships with industry executives and aligning them to support the team throughout the investment process (b) Synthesizing information and translating it into key insights that support investment decision making, (c) Managing projects to deliver high impact insights and relationships that provide an advantage to the team (d) Leading company-wide initiatives that improve how we do our work and make us a stronger team. Responsibilities● Build relationships with industry executives and align them to support the team throughout the investment process ○ Guide our research team as they identify industry executives and other primary information relevant for a particular investment opportunity ○ Lead calls with industry executives, serving as the primary point of contact and ambassador for the firm● Synthesize information and translate into key insights that support investment decision making ○ Analyze industries, markets and competitive landscapes to better understand investment opportunities ○ Perform primary diligence as needed alongside executive advisors throughout the deal process ○ Identify key insights from information and recommendations gathered from conversations with industry executives and research● Manage projects to deliver high impact insights and relationships, providing an advantage to the team ○ Manage project plans and deal timelines, working closely with senior leaders at our private equity partners to ensure our work is focused on the highest priorities and maximum impact ○ Create and deliver high quality presentations and memoranda for our Partners as well as Kingfish leadership (e.g. primary diligence deliverables, executive spec documentation, and Kingfish Investment Committee discussions)● Lead company-wide initiatives that improve how we do our work and make us a stronger team. Qualifications● Bachelor’s degree with 1-2 years of experience within consulting, financial services or business development ● Relationship Building: High EQ with advanced written/ verbal communication skills, executive presence and an ability to build relationships with stakeholders at all levels● Intellectual Curiosity & Creativity: thoughtful in asking questions and pursuing answers, excited to learn● Structured Thinking &Analytical: breaks down complex problems and solves them in creative ways● Communication & Information Synthesis: effectively identifies key insights and presents insights● Project Management: ability to manage multiple concurrent projects with tight timelines● Proactive & Collaborative: team player that takes initiative to improve the team and the firmPosted compensation is a total compensation range based on years of experience and skill set for the role. Benefits package includes medical, dental and vision insuranceEqual Opportunity Employment PolicyKingfish Group is an equal opportunity employer and makes employment decisions on the basis of merit. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, gender identity or gender expression, national origin, religion, marital status, medical condition, disability, genetic characteristics, military service, military or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management team is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The Company’s commitment to equal opportunity employment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including partners and coworkers, as well as outside third parties including clients and vendors. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Senior Retirement Analyst Overview: • The Senior Retirement Analyst will administer all retirement plans and select benefit programs, including: 401(k)/Savings Plan, Partners’ Cash Balance Retirement plan, Form 5500 filings, Health Savings Accounts and Flexible Spending Accounts administration. Will support the Director of Benefits & Compensation as needed. The Senior Retirement Analyst will maintain participant records in HRIS, reconcile bills, prepare bimonthly payroll input, handle plan distributions, and interact with auditors on all retirement plan matters. Responsibilities: • Retirement Plan: Process and reconcile employee payrolls and partner distributions and resolve any issues that arise with the payroll. Coordinate non-discrimination testing for all plans. Reconcile funding of quarterly retirement plan contributions, and annual 401(k) matching contributions with the record keeper. Update employee and partner contributions in HRIS. Interact with payroll vendor and retirement plan record keeper. Provide retirement plan participants with assistance when needed. Provide calendar year budget estimates for retirement plans. Provide new employees and partners with information on the 401(k) and HR-10 eligibility. Manage audit for defined contribution plans and prepare 5500’s for the same. Assist with communication of any plan changes Qualifications: Minimum of 3-5 years of experience in retirement plan administration ideally in a law firm or financial services or a plan administrator • Bachelor’s degree required, preferably with an emphasis on human resources or accounting., • Good oral & written communication skills., • Excellent mathematical aptitude., • Experience with HRIS systems; Workday a plus., • Strong Excel skills (ability to perform vlookups and create pivot tables)., • Ability to work well under pressure & handle multiple tasks., • Keeps abreast of any changes in retirement plan laws., • Ability to handle highly confidential and sensitive information., • Must be available to report to work on regularly scheduled days and at the scheduled hour.

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • CFP A REAL PLUS, • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting., • Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team., • This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products)., • This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment., • What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job Description We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

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

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Responsibilities • Develop and implement AML and sanctions compliance programs tailored to clients' specific needs and regulatory requirements, • Conduct comprehensive risk assessments to identify potential money laundering and sanctions risks within clients' operations and provide recommendations for mitigation, • Review and enhance existing AML and sanctions policies, procedures, and controls to ensure compliance with applicable laws, regulations, and industry best practices, • Advise clients on the design and implementation of transaction monitoring and screening systems to detect and report suspicious activities and sanctioned entities, • Provide training and guidance to clients' employees on AML and sanctions-related topics, including identification of red flags, reporting obligations, and internal reporting mechanisms, • Conduct investigations and due diligence on high-risk clients or transactions to evaluate potential AML and sanctions violations, • Stay up to date with the latest AML and sanctions regulations, industry trends, and emerging risks, and proactively advise clients on necessary adjustments to their compliance programs, • Collaborate with cross-functional teams, including legal, risk management, and technology, to ensure effective integration of AML and sanctions controls across the organization, • Prepare and present reports and recommendations to clients' senior management and regulatory authorities, as needed Qualifications, • Bachelor's degree in a relevant field such as finance, business, or law, • 1+ years of experience in AML and sanctions compliance within the financial services industry or consulting firm, • Knowledge of AML and sanctions regulations, including but not limited to the Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC) sanctions, and Financial Action Task Force (FATF) recommendations, • Strong understanding of AML and sanctions typologies, risk assessment methodologies, and transaction monitoring systems, • Previous support of designing and implementing AML and sanctions compliance programs for financial institutions or multinational corporations, • Excellent analytical skills with the ability to assess complex situations, identify risks, and develop practical solutions, • Strong project management skills, including the ability to manage multiple priorities, meet deadlines, and deliver high-quality work products, • Exceptional written and verbal communication skills, with the ability to effectively present complex information to diverse audiences, • Professional certifications such as Certified Anti-Money Laundering Specialist (CAMS) or Certified Financial Crime Specialist (CFCS) are highly desirable, • Experience with data analytics tools and technologies for AML and sanctions investigations is a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 88K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here. Responsibilities: • Primary owner of P&L in one or multiple areas of energy business, • Build and maintain fundamental and quantitative trading models, • Work with risk to ensure compliance with agreed upon risk management metrics and sizing, • Liase side by side with senior energy traders to share best practices / learnings where applicable, • Learn proprietary methodologies and trading systems that support an established trading business, • Grow existing trades and P&L while identifying and pursue new opportunities, • Further responsibilities may be driven by the individual's interests and specific skills Requirements: • Energy trading experience required, • Self-starter with entrepreneurial spirit, • Able to learn quickly in a fast paced, high pressure environment, • Targeted ISO experience and knowledge of fundamental grid, • Detail oriented, organized, diligent, • Maintain composure and communicate clearly when under pressure, • Ability to succeed working as part of a diversified team, • Strong understanding of math, probability, and statistics, • High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus, • Advanced aptitude for problem solving and multitasking, • Proven track record with historical P&L preferred Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $120 – $175K + discretionary bonus eligibility DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.