Financial industry jobs in Hoboken, New Jersey - Page 20Create job alerts

Investment Banking Associate, Energy - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. Work Experience: 3 year of experience with a Bachelor's degree or 1 years with a MBA in Energy Investment Banking

Investment Banking Analyst - Ratings Advisory Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry.

As a Technology risk management intern, you will come out of this experience with an understanding of Risk Management Technology Solutions within the Financial Services industry. You will gain direct knowledge of requirements analysis, solution design and testing, technical documentation, system dat

Area of Study: Real Estate, Finance, Accounting, Management, Economics or related field - Cumulative GPA is 3. Real Estate Investment Management Intern Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. As a Re

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Imputing industry trends and analyzing data from company sp

Job Description About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role Figure is a leader in the real-estate secured small business (SMB) finance space by enabling business owners to acquire secured funding in the fastest and most cost-efficient manner: tapping their home equity with a Figure HELOC. We are searching for a partner success associate to activate key Independent Sales Organization (ISO) and financing broker relationships. You will be responsible for ensuring SMB leads seamlessly flow through Figure's funnel. On a day-to-day basis, this means ensuring ISO/broker partners are able to easily submit financing opportunities to Figure and that small business owners are provided a best-in-class borrower experience. This is a revenue-generating, originations-focused role – and ideal candidates will have a strong background in partner relationship management, sales, and customer service. What You'll Do ISO/Broker sales & success: • Master Figure's products and our value propositions to SMB partners, • Build strong relationships with key partners while serving as primary day-to-day point of contact, • Manage the application pipeline throughout the day – identifying the highest-potential leads, coordinating with partners, and funding deals, • Address daily inquiries, via email and phone, from ISO/broker/lender partners, • Educate partners on Figure's partner technology stack and digital borrower application process, • Provide high-value program and product feedback across the Figure organization to consistently improve our SMB go-to-market, • Support the pipeline development and partner onboarding processes, • Establish and track key internal and external performance indicators (e.g. conversion/approval rates, best practices, etc.), • Optimize partner performance – including creative testing, payout optimization, and performance analysis, • Contribute to partnership strategy development and market expansion initiativesWhat We Look For, • 2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space, • Understanding of small business finance and broker/ISO dynamics, • Excellent relationship management and communication skills, • Experience with CRM & analytics platforms (i.e., Salesforce, Tableau), • Experience with lender/funder platforms and processes (e.g. lead submission tools), • Exposure to the mortgage or secured lending space is a plus, • Compensation Range: $50,000 - $70,000, • Variable: $30-45k variable – uncapped with upside accelerators, • OTE: $100-115k, • Equity stock options package, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job DescriptionBenefits: While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: • Make outbound calls to prospective customers to promote State Farm insurance products and services., • Identify and qualify leads for agents by gathering relevant customer information., • Stay informed about the various insurance products and services offered by State Farm., • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents., • Provide initial information to potential customers and answer basic questions about insurance options., • Maintain and update a database of prospects and customer interactions., • Ensure all communications adhere to State Farm guidelines and compliance standards., • Prepare regular reports on call activity, lead generation, and appointment scheduling.QUALIFICATIONS:, • Previous telemarketing or sales experience, preferably in the insurance industry., • Communication and persuasion skills; proficiency in using CRM software., • Basic understanding of insurance products or a willingness to learn., • Ability to handle rejection and remain motivated., • Organizational skills to manage and track multiple leads., • Professional and courteous telephone manner., • Focus on achieving targets and contributing to the agencys growth.

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 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: $50,000 Responsibilities: • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales, • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders, • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfiedQualifications:, • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus, • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs, • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole, • Bachelor’s degree preferred; high school diploma mandatory, • Basic understanding of sales lead or accounting software is helpfulAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Job Description If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers! Compensation: $70,000 - $90,000 at plan yearly Responsibilities: • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping, • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience, • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies, • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business, • Process current policyholders’ insurance claims while monitoring the status of existing insurance claimsQualifications:, • High school diploma or equivalent required; Bachelor’s degree preferred, • Candidates with an active Life and Health insurance license are strongly preferred, • Previous customer service or experience as a sales representative preferred, • Possesses outstanding interpersonal and communication skills, • Familiarity with the Microsoft Office suite About Company About NYL - John Kelly: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Since its inception, The Parking Spot has made superior airport parking experiences easy and affordable by focusing on hospitality. Now with more than 25 years in business, The Parking Spot has cemented itself as the leading near-airport Parking Company with 40+ locations at 28 airports, over 2,000 employees nationwide and 2 incredibly strong brands – The Parking Spot and Park ‘N Fly by The Parking Spot. Our Valets play an important role in our operation; providing valet parking services and personal attention to guests and their vehicles. If you share our values for team, people, and service, we encourage you to apply with us today! Pay Rate: $16 / hour (plus tips) with regular bonus opportunities Weekly Schedule: • Full Time and Part time schedules, • Schedules:, • Participation in and financial benefit from our shared employee ownership program, • Immediate conditional job offer after successful interview and background check, • Great tips and regular bonus opportunities for those who are eligible, • Consistent schedules, • For those who are eligible to enroll: Medical, Vision, Dental, Life Insurance, EAP and 401(k) plan benefits, • For those who are eligible: Paid Time Off, Vacation Pay, and Paid Holidays, • Greet each customer in a friendly and professional manner, • Accurately and promptly process valet tickets, • Operate, park, and retrieve guests’ vehicles in a safe and efficient manner, • Perform inventory of valet-parked vehicles and available spaces, • Cooperate with all team members to provide the best possible service, • Report any damage to vehicles or property immediately, • High school education or equivalent, • Previous valet, attendant, and/or customer service experience preferred, • Ability to operate a manual transmission, • Ability to lift up to 50 lbs., • Valid driver’s license is required at all times, • Clean driving record, • Ability to communicate (verbally and written) in the English language At The Parking Spot, we don’t just accept difference - we celebrate and seek it. We believe a diverse, inclusive, and equitable company is one where all employees, partners, and customers are welcome, supported, and valued. As a company in the travel industry, we witness the power of bringing individuals from different backgrounds and communities together. We treat all others with dignity and respect and stand firmly against racism and discrimination in any form. We intentionally develop diverse teams and relationships to ensure all voices are heard and to foster equal opportunity for all. We are committed to listening, learning, and growing because we know that our work is never done.

Job Description Are you looking to embark on a fulfilling career and become part of a company that is committed to delivering exceptional service with integrity and excellence to clients? Your journey starts now! The New Jersey General Office of New York Life is in search of a dedicated and driven individual who is enthusiastic about helping individuals achieve their financial aspirations and thrive as a Life Insurance Agent. In this role, you will have the chance to design customized financial plans for every client, family, and business you assist, using a diverse array of products. Joining New York Life provides access to top-tier training and the opportunity to kickstart your professional path with the backing of a Fortune 100 company! Success in this role necessitates hard work and dedication, but your determination and passion will be greatly appreciated. Opportunities for growth are completely merit-based. Key attributes required for this position: • Goal-driven, • Self-starter, • Enjoys helping people, • Willingness to learn, • Positive mindset Elevate yourself by becoming part of a company that esteems and supports its sales team. As a specialist in insurance and finance at New York Life, you will enjoy outstanding employee benefits, including a retirement package! With a distinguished history spanning over 180 years in fulfilling the insurance and financial requirements of Americans, we are here to champion your accomplishments. Compensation: $65,000 - $95,000 at plan yearly Responsibilities: • Proactively seek out new potential clients on a daily basis to expand the client base as a Life Insurance Sales Agent., • Communicate effectively to assess the financial needs of potential clients situated., • Present the wide range of services and products available at the company to potential clients to generate interest., • Engage in specialized training and certification programs offered by New York Life to enhance professional skills as a Life Insurance Sales Agent., • Opportunity to obtain industry-specific FINRA licenses.Qualifications:, • Outstanding communication and interpersonal skills are essential for effective client interactions in the role., • Continuous dedication to personal and professional growth is crucial for excelling., • Adherence to high ethical standards is a necessity for success as a Life Insurance Agent in NJ., • Previous sales experience is a plus!, • Holding a valid Life and Health insurance license is a plus., • Possessing an SIE or Series 6/7/65 license can provide a competitive edge for applicants in this role in NJ.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation: $100,000 - $120,000 yearly Responsibilities: • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied, • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders, • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networkingQualifications:, • Working knowledge of accounting and sales lead software is a plus, • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial, • High school diploma required; bachelor’s degree a plus, • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders, • Fundamental computer skills such as experience with Microsoft OfficeAbout Company New York Life Agents’ Benefits-At-A-Glance Supporting your financial, physical, and emotional well-being. At New York Life, we’re not just a workplace; we’re a community. • RETIREMENT PLANNING FOR A SECURE FINANCIAL FUTURE, • MEDICAL, DENTAL, VISION, AND FSAs, • INSURANCE AND DISABILITY COVERAGE Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act in integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Job Description About the Company: Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience. Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team. We are proud to have been recognized as one of America's 500 fastest-growing companies in 2020 by Inc. Magazine and one of Forbes' Best Startup Employers. To learn more, visit . About the Role: This is an in-person hospitality role, based on-site. Candidates must live within an easy commute of New York City. To help, our compensation package includes some great commuter benefits! As a Member Experience Associate at Industrious, you will be the heart of the member experience, truly aiming to create great days for all who enter your office. While your day may not look the same, here's what it could look like: • You are the first face people see while you're preparing the office for the day: brewing coffee, setting out breakfast, and stocking shared amenities., • You're proactive and take ownership over managing inventory and ordering your location's supplies., • You build magnificent events and take the extra time to design unique signage because you know the magic is in the details., • You add new members into multiple systems so their first day in their office is seamless and memorable., • You assist a member with IT or wifi issues should they ever come up - no job is too big or too small for you to tackle., • You dip your toe in local marketing events - ensuring any prospective member knows the true value of our flexible solutions., • No member request is too big or too small for you to handle. You find yourself smiling when restocking the fridge and fixing the printer, • You're energized by meeting people and work well in a team because you like supporting and assisting to help a larger plan come together, • You can create order out of chaos and are always planning ahead. You come up with solutions before anyone knows there is a problem, • You're resilient. You know the value of having a routine, but you're ready for the bumps too, • You're willing to get your hands dirty and realize the behind the scenes work is not always glamorous, • Perform repetitive tasks requiring frequent lifting, carrying, pushing, and pulling objects up to 25 lbs., • Must be able to stand, bend, kneel, reach, and walk for extended periods throughout the day., • Capable of operating machines / appliances as necessary, including printers, dishwashers, blenders, snack carts, knives, kitchen utensils, etc., • Participate in food preparation and cleaning duties, maintaining compliance with health and safety regulations, including the use of cleaning chemicals, and equipment. We are Industrious. We're building a team of considerate collaborators who create great days. Come join us. The hourly compensation for this position is $25.25. You will also be eligible for a number of generous perks including: • Fixed part time hours to suit your schedule, • Commuter Stipend of $100 / quarter, • Eligible for up to $500 in bonus pay every 6 months, • One Medical telehealth membership, • 48 hours of personal time off annually Equal Employment Opportunity: Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Industrious in the News: • Getting Our Team to Show Up And Love It: What We've Learned from Thousands of Office Days, • How Industrious became an $800million brand by building a sense of belonging, • CBRE Group to Acquire Industrious, Create New Business Segment, • A note from our CEO about Industrious + CBRE, • Industrious Partners with Delta Business Traveler to Support Every Kind of Business Flyer, • CBRE Chooses Coworking Hub for Its New Global Financial Headquarters, • The Anti Adam Neumann of the Co-Working Industry

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

Job Description WHO WE ARE Domiciled in Bermuda, with offices in London, Miami, New York and Dubai, Relm Insurance Ltd. (“Relm”) is the first IIGB (Innovative Insurer General Business) insurer regulated by the Bermuda Monetary Authority (“BMA”). Since inception, Relm has remained focus on its Vision of “Making Innovation Resilient” by providing insurance to companies pioneering new horizons in technology in more than 35 countries around the world. Relm’s dynamic global team has executed market-leading insurance solutions for companies operating in web3, AI, financial technology, biotech and other important emerging sectors. WHAT WE ARE LOOKING FOR At Relm Insurance Ltd, our Mission is “To contribute to the building of the future by creating solutions for complex risks in innovative markets.” As part of our journey to lead the market in emerging sectors, we are looking for an experienced Underwriter, Financial Lines to join our dynamic team. At Relm, we believe in fostering a diverse and inclusive culture, where everyone is empowered to bring their unique perspectives and ideas. Our core values of Accountability, Collaboration, Curiosity & Creativity, and Courage & Optimism are central to who we are, and we strive to bring these values to life every day. WHO WE ARE LOOKING FOR As the Senior Underwriter, you will play a critical role in our Financial Lines underwriting team. You will be responsible for evaluating and underwriting complex risks within the financial sector, including Directors and Officers (D&O) liability, Professional Liability (E&O), Cyber Liability, and Employment Practices Liability (EPL). Your strategic insight, underwriting expertise, and leadership skills will drive profitable growth and ensure the delivery of exceptional service to our clients. WHAT YOU WILL DO • Evaluate and underwrite complex risks within the financial sector, including D&O liability, E&O liability, Cyber Liability, and EPL., • Conduct thorough risk assessments and analysis to determine appropriate coverage and pricing strategies., • Review and analyze underwriting data, market trends, and industry developments to identify emerging risks and opportunities., • Build and maintain strong relationships with clients, brokers, and industry partners., • Collaborate with the sales and marketing teams to develop and execute effective client engagement strategies., • Provide expert advice and solutions to clients, addressing their unique insurance needs and requirements., • Manage and optimize the Financial Lines underwriting portfolio, ensuring a balanced and profitable book of business., • Monitor portfolio performance and trends, making recommendations for portfolio adjustments as needed., • WHAT YOU'LL BRING TO THE TABLE, • Bachelor's degree in Business, Finance, Risk Management, or related field; Master's degree preferred., • Minimum of 5 years of experience in underwriting leadership roles within the insurance industry, with a focus on Financial Lines., • Extensive knowledge of Financial Lines products and coverages, including D&O liability, E&O liability, Cyber Liability, and EPL., • Strong analytical skills and ability to evaluate complex risks and underwriting data effectively., • Excellent leadership, communication, and interpersonal skills. WHY YOU’LL LOVE WORKING WITH US At Relm, we are not just another insurance company – we are a team of innovators, creators, and collaborators who are shaping the future of insurance. We value each individual’s unique skills and experiences and offer a workplace where creativity, innovation and diversity are at the heart of everything we do. We are deeply committed to building an inclusive culture, where every team member feels supported and empowered to do their best work. At Relm, you will have the opportunity to grow in your career, be part of an exciting industry transformation, and contribute to a team that celebrates creativity, collaboration, and innovation. The annual salary for this role is structured within a range of USD$160,000 to USD$180,000, depending on experience and qualifications. WHAT WE OFFER • Paid Public Holidays: Enjoy ten (10) paid public holidays each year, giving you the opportunity to unwind and recharge., • Generous Paid Time Off (PTO): You’ll receive 28 days of Paid Time Off (PTO) annually, giving you the flexibility to take care of personal matters, vacation, or sick days., • Full Health Coverage: The company fully covers your medical, dental, vision, life, and disability insurance to ensure you and your family are well taken care of., • 401K Program with Company Match: Plan for your future with access to the company’s 401K program, including a 5% company match., • Professional Development & Mentorship: We invest in your growth through professional development opportunities, training, and mentorship programs, helping you advance in your career., • Wellness Stipend: Take care of yourself with a monthly wellness stipend to support your health and well-being., • Commuting & Travel Reimbursement: We offer a commuting reimbursement to help with transportation costs, including parking, making your daily commute easier., • Wellness Benefits: Stay healthy and active with access to gym memberships, exercise classes, and other wellness perks that promote a balanced lifestyle., • Your Voice Matters: Work in an environment where your opinions and ideas are valued and play a crucial role in driving the success of our team., • Endless Growth Opportunities: Enjoy a multitude of career growth opportunities, ensuring that you have the resources to thrive and advance within the company. At Relm, you won’t just join a company - you’ll be part of a team that’s shaping the future. If you’re ready to make an impact, we’d love to hear from you.

Job Description Legal US residents only, please apply. Are you prepared to take charge of your career, income, and future? At Taylor Made Financial Services, we are dedicated to empowering driven individuals to establish their own business and achieve their dreams. Join our dynamic team and experience the freedom to work from anywhere, all while being supported by a proven sales process and personalized mentorship from industry experts. Why You’ll Love Working With Us Proven Sales System: We provide you with warm leads—no cold calling or door knocking required. You'll have the tools and support to confidently present policies that clients are already interested in. Unlimited Growth Potential: Whether part-time or full-time, our top agents earn between $1,000 and $10,000 (or more!) per month. Mentorship & Coaching: Benefit from ongoing training, webinars, and support from top agents to continuously enhance your skills. Culture of Success: Our team thrives on collaboration, personal growth, and helping one another achieve financial and professional goals. Choose between a Producer track and an Owner track to align with your ambitions. Flexible & Remote: Work from the comfort of your home or your local area—your choice! What You’ll Do Connect with Qualified Leads: Reach out to potential clients who have shown interest in life insurance options. Present Solutions: Schedule appointments over the phone or via video conference to discuss coverage options and assist clients in choosing the best plan for their needs. Build Relationships: Create lasting relationships with clients by delivering exceptional service and personalized guidance. What We’re Looking For Strong Communicators: Comfortable engaging with people, listening to their needs, and recommending suitable coverage options. Highly Motivated Self-Starters: Goal-oriented and entrepreneurial individuals eager to grow their own business. Coachable Team Players: Open to learning from mentors and valuing a supportive, collaborative environment. Innovative Problem-Solvers: Thrive on trying new approaches and excited about reshaping your professional path. Perks & Benefits Warm Leads Only: Say goodbye to cold calling; we provide you with interested prospects. Training & Support: From licensing exam prep to advanced webinars, we invest significantly in your professional development. High Earning Potential: Enjoy a full-commission structure with bonuses, incentives, and no income ceiling. Flexible Work Environment: Fully remote with the option to travel locally if desired. Recognition & Awards: Celebrate your achievements with team rewards and growth opportunities. Ready to Become Your Own Boss? If you are ambitious, dedicated, and excited about helping families secure their financial future, we want to hear from you! Apply today to see if you qualify to join our dynamic team at Taylor Made Financial Services.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. POSITION OVERVIEW: StepStone Group LP (StepStone) seeks an Associate for our Private Equity team at its NYC location. ESSENTIAL JOB FUNCTIONS: • Engage broadly in various areas of private equity, focusing on secondaries (as well as buyout, special sits, etc.), and contributing to all aspects of the secondary deal process., • Utilize expertise as an investment professional to source, execute and complete successful private equity deals within our entrepreneurial, collaborative, culture, with a high deal volume. Consider how our private equity deals link together and will relatedly craft creative deal structuring., • Perform private equity deal sourcing/screening and conduct due diligence on private equity secondary and direct investments, leveraging the firm's global network., • Lead evaluation and analysis of secondary transactions assets across stages (i.e., buyout, venture, growth equity, etc.), industries and geographies., • Work with outside groups, including fund managers, company management teams and investment bankers, as well as internally across groups, to perform due diligence, find new deal opportunities and execute transactions., • Conduct financial due diligence by utilizing advanced financial and mathematical models. Perform market research to identify, quantify and analyze macroeconomic trends across a variety of sectors., • Perform investment monitoring analyses using maintained proprietary transaction and market intelligence., • Prepare and present financial due diligence materials and Investment Committee memos to senior private equity leadership., • Construct an expert opinion around various investment opportunities and efficiently communicate it both verbally and in written materials, with the ability to defend analysis in a team environment, including in Investment Committee meetings., • Negotiate/coordinate the private equity deal closing/structuring process and perform post‐close monitoring of existing investments. Two (2) years of required experience must include: • Conducting market research for an investment bank on the healthcare services and healthcare IT sectors, creating pitch decks and Confidential Information Decks (CIDs) to support M&A efforts, and working with third-party advisors to facilitate buyer due diligence (DD) through to deal closing;, • Building bottom-up, three-statement financial models/forecasts, and conducting valuation analyses using methods including discounted cash flow (DCF), precedent transactions, market comparables and leveraged buyout (LBO) methodologies;, • Executing private equity buyout transactions focused on middle-market software companies in North America or Europe, with experience working on cross-border transactions;, • Utilizing understanding of Software business models to perform financial, operational and valuation analyses, including conducting expert calls, working with third-party advisors to support commercial, QofE and tax due diligence, and preparing investment committee memos that communicate key deal insights, risks and opportunities;, • Conducting ARR and retention analysis, stress-testing downside scenarios, building LBO models and performing market-sizing and competitive analysis;, • Performing portfolio monitoring with middle-market software companies, specifically working with senior executives on annual budgeting, financial performance monitoring, quarterly valuations, bolt-on acquisitions and SaaS metrics tracking, • Executing dividend recapitalizations, including leading liquidity analyses, assessing debt capacity and evaluating leverage constraints to ensure sustainable financing solutions., • May work remotely 1 day per week from the New York City metropolitan area. Salary: $180,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

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: • 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., • Follow a leadership advancement track with career growth opportunities.Qualifications:, • 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.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 We can only consider applicants authorized to work in the United States.

Job Description Account Director (Hybrid) B2B Tech Public Relations | Method Communications The Opportunity Account Directors (AD) are mid-level managers and first-level people managers who manage and function as the day-to-day leads on multiple client accounts. You’ll be a hands-on team member actively engaged in day-to-day work activities as well as responsible for the leadership and overall direction of account teams including client service, staffing, training, organizational development, and quality control. You’ll be a member of Method’s Leadership Team, and collaborate with HR, Finance, and Operations on internal agency initiatives. Responsibilities Agency Leadership • Provide input on decision-making issues affecting the agency – new business, best practices, client service, and performance management, • Work with People Ops to motivate and lead a high-performance team; contribute to attracting, recruiting and retaining team members; deliver constructive and clear feedback to ensure level requirements are met, • Provide strategic guidance for clients and team leads on well-conceptualized and researched PR and integrated marketing programs, including handling sensitive client issues, solving problems, and evolving direction as necessary, • Execute and demonstrate Method’s Concierge Service Delivery Approach to your clients and teams, • Oversee the development of goals for internal team members and clients, leading teams to effectively execute against client strategy, • Coach and support Account Supervisors in guiding teams to collaborate and produce high-quality work effectively, • Develop strong written content and newsworthy pitches that align with client's business objectives and coach teams to do the same, • Expand personal/ professional network in order to enhance the Method brand and grow our client and client services portfolio, • Participate in new business pitches ensuring presentations are well-researched, prepared and polished, • Manage account team to ensure quality work is done, efficient processes are in place, and client requests are handled in a timely fashion, • Help track and manage budgets to assist the executive team and leadership team in performing their responsibilities, • Participate in account staffing and evaluating team structures to maximize account quality and profitability What We’re Looking For • Typically 6 - 10 years’ experience (or equivalent expertise and education) in public relations, communications, marketing and/or related fields, including research, advertising, management consulting, media and publishing, • Senior level ability to conceptualize and execute integrated communications programs that align with business goals and objectives, • Ability to build positive rapport and trusted advisor relationships with clients, • Adept at exercising excellent judgment and emotional intelligence in navigating difficult conversations, • Comfortable working with technology media across industry verticals, pitching stories, staffing briefings and providing targeted outreach to diverse audiences, • Established relationships with media, including journalists, analysts and other influencers, • Able to manage others and oversee multiple direct reports with different managerial requirements, working on both hard and soft skill development, • Strong editing and writing capabilities, • Passion for work and commitment to developing skills and helping team members learn on a daily basis What’s it like to work here? Relationships are paramount to life at Method, and we invest heavily in building and maintaining relationships with clients, journalists and each other. We work hard to deliver incredible results for our clients. We encourage new ideas, and we always celebrate wins together – both for clients and our teams. Method is made up of an award-winning team. Not only does the agency win awards, our people are consistently recognized for their excellence. We believe that begins with the recognition they get internally. Our leadership invests significant resources into employee mental health, well-being, education and development — and we praise outstanding performance regularly. What’s in it for YOU? • Flexible, hybrid work, • Generous Vacation and Wellness Time accruals, two weeks of full office closure, paid holidays, and 2 floating holidays, • Cell phone and internet cost reimbursement, • Employer paid Medical, Dental, and Vision Insurance, • Employer paid Health Savings Account (HSA), • 401K Plan with Employer Match up to 4%, • Free Employee Assistance Program (EAP) offering three confidential, face-to-face counseling sessions per issue per year, • Paid Family Leave, • $500 annual wellness stipend after 6 months of employment, • $1500 professional development stipend after 2 years of employment, • 4 weeks of paid sabbatical after 5 years of employment, • Leadership development and virtual training opportunities Salary Ranges We believe all employees should be rewarded competitively and equitably, using practices that are simple and transparent. We’ve provided the following salary ranges for the locations we operate in below due to their state regulations. If your market is not listed below, your specific salary band will be discussed during the recruitment process. Final compensation for this role will be determined by a number of factors including candidate’s education, relevant work experience and geographic location. • Salary Range: $105,000 - $135,000 Work Arrangement The role can be performed hybrid, 1/x week at our San Francisco or New York City office. We will also consider remote candidates based in Seattle, Portland, and Boston. About the Company Founded in 2010, Method Communications is an award-winning technology marketing and public relations agency built for challenger brands and today’s most innovative companies. Our group is united through our core values – relationships, resourcefulness and results. We support each other to do exceptional work for our clients while also focusing on the health and well-being of our families, our communities and ourselves. We recognize our talented and diverse workforce as a key competitive advantage. Method encourages and actively supports diversity, equity, and inclusion through its policies and business practices, which include recruitment and hiring, compensation and benefits, career development and advancement, training, pro bono work, community programs, and affinity groups. Join a Quartz Best Companies For Remote Workers, PRWeek Best Places to work, and PRovoke Small Agency to Work For! To Apply We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. If you need reasonable accommodation at any point in the application or interview process, please let us know. To apply, please submit a resume. Method is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national or ethnic origin, mental or physical ability, genetic information, protected veteran status, or any other characteristic protected by law. Only engage with a representative at Method Communications if their email address ends with our domain, @methodcommunications.com. Method will never ask a candidate to purchase materials or share their financial information. Please read Method's Drug and Alcohol Testing Safety Policy.

Job DescriptionJob Description We are seeking a Remote Field Underwriter to join our team in the Financial Services industry. As a Remote Field Underwriter, you will be responsible for assessing and evaluating insurance applications, determining coverage amounts and premiums, and ensuring that all underwriting guidelines are followed. This is a great opportunity for someone with 1-3 years of experience in sales or customer service who is a self-directed and entrepreneurial individual with excellent communication skills. Key Responsibilities: • Assess and evaluate insurance applications, • Determine coverage amounts and premiums, • Ensure compliance with underwriting guidelines, • Communicate with clients to gather necessary information, • Work independently to underwrite policies RequirementsRequirements: • 1-3 years of experience in sales or customer service, • Computer knowledge, • Excellent communication skills, • Self-directed and able to work independently, • Entrepreneurial mindset, • Ethical decision-making skills If you are a motivated and detail-oriented individual with a passion for helping others, we encourage you to apply for this remote position. Salary: $55,000 - $150,000 This is a 1099 position with a 100% Commission pay structure. Benefits • Medical, Dental, Vision coverage available, • Life insurance, • High earning opportunity, • Trips, • Mentorship, • Training

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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

Job Description Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus commission) If you're reading this and thinking, "Insurance? Really?" I get it. I've thought that too—and I still do. The truth is, I'm not passionate about insurance. I'm passionate about people. We don’t just build careers; we build people who, in turn, build businesses. The result? Success and fulfillment. We look forward to discovering what success means to you and, if we find that this is the right fit, we are fully committed to providing you with the tools, training, and support to make it happen. The Problem with Most Insurance Jobs: Let’s be real—most agencies are desperate to hire anyone with a pulse, offer minimal support, and if you're lucky, they might invest in you six months down the line. We think that's unacceptable. At The Kimbrell Agency, we do things differently. We invest heavily from the start to ensure you're the right fit for this career. That means we pour everything into your long-term success. No leader can give everything it takes to help an agent succeed when they’re bringing on anyone who applies. Unfortunately, most agencies make empty promises: "Be in business for yourself, but not by yourself," or "We offer hands-on support and training." Here, we actually mean it. And we have a proven track record of success to back it up. What We Offer: A Proven Lead System: Say goodbye to cold calling. Our streamlined lead generation system puts you in front of qualified buyers who have requested coverage. You’ll call these clients, set appointments, and meet virtually to help them find the best insurance plan for their needs and budget. Some agents even start part-time and transition to full-time. A Real Opportunity for Growth: This role is perfect for self-disciplined sales professionals who are ready to put in the work. If you need someone looking over your shoulder or a time clock to punch, this isn't the right fit. But if you're driven, gritty and ready to build something meaningful, we want to hear from you. Key Responsibilities: Present and sell insurance products to new and existing customers. Reach out to potential clients who have requested coverage. Handle customer inquiries and resolve complaints. Participate in regular Zoom training sessions. Who We're Looking For: Previous experience in sales, customer service, or a related field is a plus. Familiarity with CRM platforms is helpful. You know how to build rapport and trust with clients. You’re deadline-driven, detail-oriented, and dedicated to delivering results. Integrity and a strong work ethic are a must. We’re seeking individuals who are ambitious, coachable, passionate about helping others, and driven to achieve greatness. If you’re ready to take control of your future and create a career you can be proud of, we’d love to connect. Why Choose Us? True Agency Ownership: Here, you’ll have the chance to own your business—contractually protect what you build. Game-Changing Lead Program: We provide the industry’s best leads, generated in-house and heavily subsidized to help you succeed. Comprehensive Training & Support: From day one, we offer hands-on training, including daily coaching calls, weekly one-on-ones, and group sessions. You’ll have a system to follow at every step of the way. Industry-Leading Compensation: Our compensation plan is designed to deliver real profit, with vested rights from day one. Dedicated Conservation Team: Our team ensures your business stays protected from chargebacks, giving you one of the highest persistency rates in the industry. World-Class Travel & Incentives: Have the ability to earn 3-4 fully-paid trips per year, all expenses covered. Unlimited Earning Potential: This is a commission and bonus-based position, with no cap on how much you can earn. Your income potential is truly unlimited. A Few More Details: This role does require a Life and Health Insurance License, but don’t worry—we’ll help you obtain it through a streamlined online course that takes just 7-10 days. Please note: Success in this role varies. Your level of success will depend on several factors, including the effort you put in, your ability to follow and implement our proven system, and the specific insurance needs in your geographic area. Not all agents achieve the same results, and earnings are based on individual performance. Ready to Build Your Future with Us? If you're ready to make a difference—not just in your own life, but in the lives of others—apply today. We can’t wait to see how you define success. About Kimbrell Agency: Kyle & Lisa Kimbrell are financial service industry veterans with over 50 years experience combined in sales, marketing and leadership. Since founding their Symmetry Financial Group business in July of 2016 their national agency has sold over 55,000 life, health, annuity, disability and retirement policies with over $85 million in sales. The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history. Company website:

Job DescriptionSalary: Job Title:Medicare Insurance Agent (100% Commission) Company:Financial Grade Senior Consultants Location:San Diego, CA Job Type:Independent Contractor About Us: Financial Grade Senior Consultants is a leading Field Marketing Organization (FMO) with nearly 20 years of experience in supporting independent insurance agents to excel in their careers. Licensed in all 50 states, we have established strong relationships with most national carriers and provide comprehensive support to our agents, including grassroots marketing assistance, back-office support, and cutting-edge technology solutions. We specialize in the sales and distribution of Senior Health & Life Insurance products, annuities, and other ancillary products. Our innovative tools include client relationship management, quoting and enrolling platforms, and additional technology to support your growing business needs. Additionally, we offer guidance not only in helping agents become licensed but also in building their own agencies. Job description: We are currently seeking licensed, experienced, and driven individuals to join our team as independent Medicare Insurance Agents. As a100% commission-based agent, you will have the opportunity to build your own business while benefiting from the support and resources of Financial Grade Senior Consultants. Our independent field agents have the freedom to work for themselves, setting their own schedules and enjoying a flexible lifestyle not offered by traditional 9-5 jobs. Join us in the growing industry of marketing and selling Medicare Advantage, Medicare Supplement plans, and Prescription Drug plans to eligible clients. You will educate your clients on various insurance options and help them make informed decisions based on their needs. Together, We Can Achieve More! This is a commission-only(NO SALARY OR HOURLY PAY)opportunity. You receive direct carrier commissions, carrier renewals, and are eligible for bonuses. You have the potential to build an income stream that could be 6 figures based on your efforts and our help! Why Financial Grade Senior Consultants, Why Now? As a Field Marketing Organization, we specialize in the sales & distributionof Senior Health & Life Insurance products, annuities, and other ancillary products. Our ambition and reputation for excellence have propelled us to be one of the nation's top-producing FMOs. If you are a motivated and experienced insurance agent looking to take your career to the next level, we want to hear from you! Join Financial Grade Senior Consultants and become part of a dynamic team dedicated to helping agents succeed in the insurance industry. As a Financial Grade Agent, you receive: Commissions: We offer direct carrier commissions, and you receive carrier renewals. You own your book-of-business! Marketing: proven strategies and programs to keep your pipeline full. Guidance: Sales, Marketing & Compliance experts and resources supporting you. Technology: industry-leading platform allows for selling from anywhere and anytime, including client relationship management, quoting and enrolling platforms, and other technology to support your growing business. Networking: At Financial Grade Senior Consultants, we host "agent synergy mixers" to facilitate networking opportunities, allowing agents to interact with professionals from various industries to form strategic alliances and referral relationships to grow your book of business. This is the opportunity you've been looking for if you are a motivated self-starter and truly passionate about helping others! We encourage you to APPLY NOW if you: Currently hold a valid health insurance license Strive to succeed in acommission-onlyenvironment Excel in Independent Contractor roles (1099) Assertive, goal-oriented, positive & self-motivated Possess excellent communication skills Have a high level of professionalism and integrity with every consumer Are able to work a flexible schedule And have a passion for working with and helping seniors Job Type: Contract Pay: $1.00 - $175,000.00 per year Pay rate: Commission only Supplemental pay types: Bonus opportunities Commission pay Renewals/Residuals Work setting: In the field License/Certification: Health Insurance License (Required) remote work

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

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development Position Overview Benefit Quest is seeking a dynamic and experienced Account Manager to join our growing team. Will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients. Personal Lines Account Manager Key Responsibilities We are seeking a highly organized, client-focused Personal Lines Account Manager to oversee and service a growing book of personal lines insurance business. This role requires a proactive, detail-oriented professional with experience in home, auto, umbrella, and other personal lines products. Key responsibilities include: • Account Management: Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction., • Independence: Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team., • Client Service & Retention: Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships., • Quoting & Marketing: Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation., • Policy Administration: Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity., • Reporting & Documentation: Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities., • Carrier & Producer Collaboration: Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution., • Compliance & Knowledge: Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service., • Administrative Support: Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.This position requires a strong understanding of personal lines insurance, AMS360 proficiency, and excellent organizational and communication skills. Qualifications • Current Property & Casualty License., • 3-5+ years Property & Casualty Account Management experience., • Excellent verbal and written communication skills to build rapport and trust with clients., • Detail-oriented with strong organizational and time management skills., • Ability to work independently and as part of a team in a remote work environment., • Strong computer and technology skills. Proficiency in Microsoft Office Suite., • Experience with AMS360.Benefits, • Competitive salary commensurate with experience., • Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match., • Opportunities for professional development and career advancement.We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive. This is a remote position.

Job Description We are looking for a driven Insurance Sales Agent to join our remote sales team at Slingo Financial Services. This position is ideal for individuals who are dedicated to assisting others and enthusiastic about our mission of providing essential insurance coverage to families. The successful applicant will: • Interact with clients to understand their insurance needs and provide tailored solutions., • Schedule appointments and guide clients through the application process., • Establish and nurture relationships with potential clients through effective communication., • Educate clients on various insurance options and offer personalized recommendations., • Support clients in submitting applications for their selected policies and oversee the underwriting process., • Review current insurance policies and suggest additional coverage as needed., • Maintain all insurance documentation in a confidential manner., • Regularly enhance job knowledge and stay updated on new products and services., • High school diploma or equivalent., • Life and health insurance license., • Valid driver's license., • Preferred sales experience and prior knowledge in the insurance sector., • Excellent communication abilities with a sincere commitment to helping clients., • Capability to work autonomously and collaboratively within a team.

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.*Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

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

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

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

Job Description Position Title: Director of Business Strategy & Client Relations Pay 17 Reports To: Salary: $150,000 - $200,000 Other Forms of Compensation: Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary Restaurant Associates seeks a dynamic candidate, who has an outstanding background in contract services hospitality management with proven ability in cultivating client Engagement and retention. Reporting to the COO, from R/A’s NYC Corporate office location, The Director of Business Strategy & Client Relations is responsible for driving client satisfaction, retention, and business growth. This role combines client relations, business development, and innovative thinking to deliver exceptional service and value our Premier Clients. Responsibilities: This is an outstanding opportunity to take part in shaping RA’s best –in-class hospitality and culture of CARE that allows our associates to do their best for each other and in turn the very best for our premier clients. The business Savvy candidate will be working closely with Divisional Business Leadership and teams, ensuring high standards, building strong client relationships, and identifying opportunities to enhance offerings through market insights and trends. Additionally, the Director of Business Strategy & Client Relations supports new business proposals to attract potential clients, hosts regional training sessions for operational excellence, and contributes to R&D efforts to keep services ahead of market expectations. Key Drivers Client Engagement: Cultivate strong client relationships through site visits, QBR’s and ongoing engagement, acting as an additional contact to address concerns and support resolutions. ; Organize and manage annual client expos, showcasing the latest trends and developments in hospitality to engage and inspire clients. Portfolio Management: Coordinate and support in managing client relations and retention portfolios, focusing on strategies that emphasize quality, service, innovation, and value. Retention & New Business: Support rebid, contract renewal processes and new business RFPs, ensuring proposals and proformas meet both client needs and company objectives. Quarterly Business Reviews: Ensure regular QBRs are conducted to provide clients with performance updates, gather feedback, and explore new partnership opportunities. Evaluation Planning: Develop and implement evaluation plans for accounts nearing contract expiration, focusing on key areas for improvement to enhance retention potential. Strategic Collaboration: Partner with Operations, Finance, Marketing, Culinary, and Wellness teams to develop comprehensive retention plans that include operational, financial, relationship, proposal, and rebid strategies. Research & Development: Conduct in-depth market and industry research to identify new trends and innovative service concepts. Collaborate with culinary, marketing, and wellness to stay ahead of industry trends, developing forward-thinking programs and services that anticipate client and consumer preferences Regional Trainings: Host regular regional training sessions, guiding operators on best practices for maintaining and strengthening client relationships, and delivering exceptional service in line with company standards. Key Competencies Strong Communication & Listening skills, Creative Thinker & effective Problem Solver, Relationship builder, Collaborates and interacts effectively across various Stakeholders, Processes Genuine Hospitality Aptitude, Sales and Marketing Knowledge, and Familiarity with the industry and market trends is essential for providing relevant and effective solutions. • BA or BS degree required, • Previous district-level management experience required in a multi-branded food service management or retail-food service organization, • Demonstrated success with multiple client interfaces at all levels of the organization. Strategic thinking, Proposal, and proforma experience required, • Able to read and interpret financial data, • Excellent verbal and written skills and the ability to negotiate contracts, and understands WITY., • Proficient with Microsoft Office Suite Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1435546 Restaurant Associates Leah Curry [[req_classification]]

Job DescriptionBenefits: • Hourly Plus Commission, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: • Make outbound calls to prospective customers to promote State Farm insurance products and services., • Identify and qualify leads for agents by gathering relevant customer information., • Stay informed about the various insurance products and services offered by State Farm., • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents., • Provide initial information to potential customers and answer basic questions about insurance options., • Maintain and update a database of prospects and customer interactions., • Ensure all communications adhere to State Farm guidelines and compliance standards., • Prepare regular reports on call activity, lead generation, and appointment scheduling.QUALIFICATIONS:, • Previous telemarketing or sales experience, preferably in the insurance industry., • Communication and persuasion skills; proficiency in using CRM software., • Basic understanding of insurance products or a willingness to learn., • Ability to handle rejection and remain motivated., • Organizational skills to manage and track multiple leads., • Professional and courteous telephone manner., • Focus on achieving targets and contributing to the agencys growth., • MUST BE BILINGUAL IN SPANISH

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

Job Description Slingo Financial Services is seeking a motivated Insurance Sales Consultant to join our remote sales team. This role involves engaging prospective customers, scheduling appointments, and guiding clients through the policy application and underwriting process. The successful candidate will communicate clearly, prioritize client needs, and contribute to team performance within a small, collaborative company. Key responsibilities: • Initiate outreach to prospective clients and develop rapport., • Explain insurance products and recommend coverage aligned with client needs., • Schedule and conduct client appointments via phone or virtual meetings., • Assist clients with completing policy applications and monitor underwriting progress., • Review existing policies and recommend additional or adjusted coverage when appropriate., • Maintain accurate, confidential client records and documentation., • Stay current on product offerings, industry developments, and regulatory requirements., • High school diploma or equivalent., • Current life and health insurance license., • Prior sales experience., • Experience in the insurance industry., • Strong verbal and written communication skills., • Customer-focused, professional demeanor., • Self-motivated, organized, and results-oriented., • Remote work within a collaborative team., • Training and ongoing product support to help you succeed and advance within the insurance field., • An inclusive work environment; applicants from diverse backgrounds are encouraged.

Job Description Title: Associate, Private Equity Position: Private Equity Associate Location: New York, NY Salary Range: $115,000 - $135,000 salary + discretionary bonus, Commensurate with experience Target Start Date: August 2025 This is an in-person role in our office in midtown Manhattan. Closed Loop Capital Management Closed Loop Capital Management is the investment division of Closed Loop Partners, managing venture capital, catalytic private credit and private equity strategies on behalf of global corporations, financial institutions and family offices. Founded in 2014, Closed Loop Partners is at the forefront of investing in the circular economy. To date, Closed Loop Capital Management has over $500 million of assets under management and has made over 90 investments ranging from emerging innovations to established businesses. Focused on developed markets, the firm is designed to identify and accelerate circular solutions at different points within their growth and transitioning the economic system toward the efficiencies of circularity. Closed Loop Ventures invests in early-stage, innovative companies developing breakthrough solutions. Closed Loop Infrastructure Group, the firm's catalytic private credit strategy, identifies and invests in the facilities, equipment, business models and innovations necessary to accelerate the transition to circularity and help those solutions move faster than they otherwise would. Closed Loop Private Equity is the firm's private equity strategy making control investments in cash flowing businesses and enabling technologies to build platforms that are critical to the transition to a circular economy at scale. Closed Loop Partners is dedicated to building the circular economy. The Closed Loop Partners platform is comprised of (1) an innovation and advisory business, The Center for the Circular Economy, (2) an asset management platform called Closed Loop Capital Management, and (3) an operating group called Closed Loop Builders, which owns and operates Circular Services, the largest privately held recycling company in North America focused on holistic materials management for municipalities and commercial businesses. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Closed Loop Private Equity Closed Loop Private Equity is a middle market, buy-and-build oriented private equity strategy making control and structured investments in cash flowing businesses and enabling technologies to scale larger platform businesses that are fundamental to the transition to a circular economy. Focus areas within the circular economy include plastics & packaging, built environment, circular technology, energy efficiency, healthcare, food & ag, textiles and infrastructure services. Our private equity team brings thoughtful and active capital solutions to businesses as well as operating experience, circularity expertise, and the strategic network of our Closed Loop Partners ecosystem. Role Closed Loop Private Equity is looking for an Associate to support the investment team in all aspects of the deal process from origination and due diligence through deal support and post-investment portfolio management, as well as research new investment opportunities and work on strategic projects. This is a unique opportunity for long-term career advancement with an entrepreneurial and growth stage private equity strategy investing for platform growth. This is an in-person role in our office in midtown Manhattan. Responsibilities • Analysis of investment opportunities including financial modeling, valuation, and return analysis, • Market landscaping, thesis development and industry research, • Pipeline management of new and prospective investment opportunities, • Impact measurement analysis and reporting, • Support preparation of term sheets and letters of intent, • Monitoring select portfolio companies, quarterly portfolio valuation analysis, financial and operational reporting, • Due diligence on companies, management teams, customers, competitors, and industries, • Preparation of materials for Investment Committee, Executive team, investors, and others Qualifications • Minimum of one to two years of post-college experience within an investment banking, private equity, investment management, consulting or related industries, • Undergraduate degree with demonstrated academic excellence, • Demonstrated interest in sustainability and the circular economy, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A dynamic, enthusiastic individual who can take both initiative and direction, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work in small deal teams with significant opportunities to succeed and be challenged Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job DescriptionSalary: Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . We are seeking an experienced and strategic Business Marketing Manager to support the marketing efforts around our rapidly growing Enterprise business. This role will work closely with our Global Head of Enterprise to create a marketing plan, approach, content and metrics. Responsibilities: • Develop and implement a comprehensive, measurable B2B marketing plan aligned with overall business goals and objectives., • Drive lead generation and account retention efforts through various marketing channels, including digital marketing, content marketing, email marketing, events, and account-based marketing (ABM) strategies. Develop and implement campaigns that generate quality leads and contribute to revenue growth., • Leverage various channels such as blogs, whitepapers, webinars, and industry events to position the company as a trusted advisor., • Track, analyze, and report on the performance of marketing campaigns and initiatives. Use marketing analytics tools to measure key metrics, identify trends, and make data-driven decisions. Provide regular reports and insights to senior management to demonstrate the effectiveness and ROI of marketing activities., • Define and strengthen the company's B2B brand identity. Qualifications • Bachelor's degree in marketing, business, or a related field. A master's degree is preferred., • 5+ years in business marketing, • Proven experience in B2B marketing, • Demonstrated success in developing and implementing measurable B2B marketing strategies that drive revenue growth., • Excellent analytical thinking and problem-solving abilities., • Exceptional communication and presentation skills, • In-depth knowledge of marketing trends, best practices, and emerging technologies, • Proficiency in marketing analytics and data-driven decision-making., • Strong project management and organizational skills., • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities., • Collaborative mindset and the ability to work effectively with cross-functional teams., • Work is performed in an office environment. Travel Requirements * * • Travel to company meetings and/or events as needed. What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Be part of a great company that is revolutionizing the financial services. Apply now! If this job isnt exactly what you are looking for, visit ourcareers pageto check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

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

Job Description Why Work With Us We are dedicated to our agents’ success. We provide top-notch industry training coupled with ongoing mentorship to pave the path for success. Value based leads ensure No Cold Calling required to start helping families. Job Description Slingo Financial Services is looking for a remote entry level sales agent to join our ever growing team. The ideal candidate is self-motivated and resilient with good communication and problem solving skills. We are in the people business and expect our agents to go the extra mile for their clients when at all possible. We pride ourselves in thinking outside of the box to provide the best client experience in the industry. Responsibilities • Outbound calls to clients that have submitted a request for an agent to follow up with them regarding the insurance products they have requested., • Build rapport and long lasting relationships with clients., • Assist clients with applying for the insurance product while monitoring the underwriting of their application., • High school diploma or equivalent, • Life and health insurance license, or ability to obtain license, • Reliable computer, phone, and internet connection, • Dedicated home office space, • Positive attitude and coachable mindset

Job DescriptionCompany Description About Sia 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. About Sia Experience-Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. It’s an exciting time to join us. SiaX has long been the agency behind some of the world’s biggest brands—now we’re expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We’re shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don’t come around often—if you want in on the next level, this is it. Job Description As Account Director, you successfully manage accounts, curate relationships and contribute to the overall coordination of cross-functional teams to ensure we are meeting the client goals. The right candidate will be responsible for assessing client business needs, providing strategic stewardship to the clients, aligning the internal team on business objectives, and ultimately meeting & exceeding client expectations. You are a big thinker, incredibly organized, and enjoy building relationships. You love and understand the entire digital ecosystem across all advertising - paid, earned, owned, social, mobile, user experience, web development, analytics, etc. What Success Looks Like: • You demonstrate keen strategic planning/oversight of project plans and engagement structure. You align the project plans and engagement structure with the agency’s financial goals including:, • Aggregating profitability (i.e. you have a deep understanding of how to structure the engagement in a strategic way to meet client goals.), • Ensuring the work quality is delivered at the highest level, which sets us up to grow the account, but you are also cognizant of financial and timing parameters and leverage creative ways to get us where we need to be., • Structuring the plan/resourcing strategy to maximize impact on ongoing monthly financial goals related to our revenue targets and breakeven. You are agile in thinking about assumptions we can make, things we can pull up and keeping us on track to hit these goals ongoing., • Holding the production team accountable to the accuracy of the numbers they're reporting in context to 1) your views on the account and how/why/when we should be investing and 2) reality of what's in our systems related to the plans you know about (i.e. trust your gut), • You are effectively developing client proposals, executing SOW’s and translating client requests into actionable briefs., • Business growth is achieved because you are proactively seeking opportunities to add value, extend campaigns, recommend new projects, and build relationships.Qualifications, • At least 7-10 years of digital agency experience in managing relationships required, • Solid understanding of account and project management methodology including the ability to identify and resolve issues, manage risk, and run team meetings, • Proven track record in prioritizing a heavy workload, • Able to meet deadlines with accuracy and minimum supervision, • Superb written and communications skills, • Comfortable and confident acting as a product owner, • Professional, friendly demeanor with extremely strong organizational skills and high attention to detail, • Ability to solve problems with keen instincts and organizational experience, • Positive, professional team-player, • Proven knowledge of the digital ecosystem across the entire advertising landscape (paid, earned, owned media, social, mobile, user experience, web development, analytics, etc.), • Bachelor's degree required 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 ranging between $150k - $175k, 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 pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

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

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description ON BOARD EXPERIENTIAL MARKETING On Board Experiential (OBE) is an award-winning, full-service, experience-led agency that creates meaningful brand experiences worldwide. We work out of our homes and physical offices in San Francisco, Los Angeles, and NYC, or wherever our adventures take us! Our clients include Nike, Meta, JPMorgan Chase, The Infatuation, Stripe, and OpenAI, to name a few. We know, "Cool, cool, but what's it like to work at OBE?" We thought you'd never ask. Event Marketer has recognized OBE as one of the best places to work in events and well, we couldn't agree more. The most important part of our business is our people. They are hardworking, brave and make magic happen on the regular. But under each majestic exterior is a human deserving of a healthy work-life balance. That's why we believe in recovery days, happy hours, friendly but competitive fitness challenges and company offsites. We conduct open meetings to facilitate discussions that heal, inspire, and bring us closer. We encourage each other to bring our whole selves to work. We want to hear about your lived experiences and unique perspectives. We don't just want you to be unapologetically you: it's part of the job description. SUMMARY OF POSITION The Account Director is a leadership position within the Account Team, delivering an exceptional level of service and execution of programs on behalf of our clients. Positioned as a mentor and manager for team members in the department and agency, the Account Director is responsible for generating and expanding our client accounts and relationships. This position requires a comprehensive understanding of our clients' business needs and a competitive landscape. They provide end-to-end project management on high profile large scale complex programs, offering creative and strategic solutions to deliver on program KPIs. This position is accountable for financial and operational performance, managing program budgets, and resource utilization. The Account Director ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client objectives and initiatives. In this role, the Account Director will oversee a large-scale, multi-city experiential event series, with responsibility for leading internal production, account, and creative teams. This individual will serve as the key liaison to internal leadership teams while in close communication with the client, ensuring consistency, quality, and strategic growth across markets. The role demands a deep passion for culture and culinary-driven experiences, combined with the operational expertise to execute complex, large-scale events. ESSENTIAL JOB FUNCTIONS • Demonstrate thought leadership with insightful analysis of client objectives and develop innovative solutions that successfully deliver clients' message and enhance the brand presence., • Collaborate with creative strategy to conduct research and develop insights for brand and audience analysis, as the foundation to build concept development., • Drive and/or supervise client activations to ensure proper planning, development and execution with the utmost professionalism and accountability., • Develop and manage program SOWs ensuring resources, budgets, timelines, and deliverables stay aligned with terms of contract and client commitments., • Critically evaluate and offer solutions to optimize client budgets and internal resource management., • Provide ongoing monitoring and guidance of expenses and actual costs for approved program budgets. Lead honest and challenging conversations with clients at times of budget misalignment., • Provide ongoing monitoring and guidance of creative deliverables, ensuring client review and approvals as needed in partnership with program Creative lead. Lead honest and challenging conversations with clients at times of creative misalignment., • Manage multiple projects simultaneously and/or supervise other account personnel, such as Account Managers, Account Coordinators, Interns, and external teams., • Provide mentorship and candid real time feedback to direct reports, cross functional team members as needed and appropriate., • Actively listen and empower others to lead conversations, motivate others and share confidence in others with authenticity., • Recognize the audience needs with varying tones and approach, ability to read the room and address immediately and honestly., • Ability to self-navigate through conflict resolution, and the ability to recognize when to seek support, strong self-awareness of own energy and contribution., • In collaboration with Leadership and Executive team, guide teams through conflict resolution, and the ability to recognize when to seek support., • Drive new business development, including identifying new opportunities with new and existing clients. Lead RFPs process with cross functional team., • Continually strive to identify new opportunities to enhance the agency's services and lines of business., • Remain current in industry trends, competitive landscapes, creative technology innovations. Additional Responsibilities (Experiential Series Leadership): • Lead the planning, execution, and scaling of a multi-city experiential event series, ensuring brand consistency while tailoring experiences to regional markets., • Oversee culinary and cultural partner integration, including restaurant partners, chefs, and other hospitality collaborators., • Act as the primary point of contact for partners, vendors, and talent, maintaining strong relationships and ensuring seamless integration into client activations., • Coordinate development, implementation, and execution of large-scale event logistics, from venue and partner sourcing to on-site management, sponsorship integration, and wrap reports., • Partner closely with executive leadership on strategic growth, expansion, and positioning of the event series., • Develop pre- and post-event materials including activation plans, wrap reports, and executive summaries., • Oversee budget management across multiple events, ensuring ROI-driven planning and accurate forecasting. DESIRED SKILLS AND EXPERIENCE EDUCATION / EXPERIENCE • Minimum 6 years of experience in marketing, promotions, and events within a marketing agency, preferably experiential marketing, • Must have significant client service with on-site and/or virtual event experience., • Digital, interactive, and/or online branding and program experience, • Brand management experience a plus., • BA/BS in marketing, business administration, communications, or related field; MBA degree is a plus., • Experience leading culinary, cultural, or lifestyle-focused experiential programs across multiple markets., • Proven ability to serve as day-to-day client lead, managing expectations, approvals, and communications., • Demonstrated experience with sponsor/partner integration into event programs., • Background in managing large cross-functional teams across multiple projects and geographies. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES • Strong communication skills with ability to connect with others authentically while equally honoring and respecting diverse perspectives., • Ability to build trust and respect through active coaching, communication, and listening., • Exceptional track record growing and managing client relationships with key stakeholders, and executive decision makers., • Demonstrated track record of developing and mentoring account team personnel., • Forward thinking and excellent problem-solving skills, with the ability to pro-actively anticipate obstacles and issues, properly communicate to appropriate parties, and create solutions on a timely basis., • Ability to continuously seek and identify areas of organic growth and expansion of services offered to clients., • Must have experience managing financials and forecasts., • Outstanding organizational leadership skills, including overseeing complex logistics and aligning creative and production outputs across multiple large-scale events., • Experience representing a brand or client at high-profile hospitality, cultural, or culinary events., • Comfortable working in fast-paced, high-profile environments that require balancing local market needs with global brand consistency. OTHER QUALITIES AND SKILLS • Natural curiosity—the drive to always be learning and growing, professionally and personally., • High energy and flexibility in working non-traditional hours as needed (some nights and weekends as deadlines dictate)., • Ability to lift up to 25 pounds and stay on your feet for extended periods of time., • Willingness to work a hybrid schedule (up to 4 days in office) and travel up to 50% of the time., • Ability to travel extensively across U.S. and international markets in support of multi-city programs., • Strong interest in food, culture, and lifestyle programming, with a discerning eye for quality experiences. Compensation Range: $100,000 - $150,000 annually. This is the pay range OBE believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on level of experience, relevant skills, professional certifications, market pay, and demand for the role. OBE reserves the right to modify this pay range at any time. For this role, Benefits include: medical/dental/vision insurance, employer paid basic life and personal accident insurance. Also included: Annual Profit Sharing/Bonus Plan based on the company's performance and your individual performance, 401(k), Healthcare Flexible Spending Account, Dependent Care Flexible Spending Account, PTO, STD/LTD insurance benefits. On Board Experiential is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Appreciation and understanding of the financial services industry in order to make sound business decisions. We are determined to support both individuals and communities in reaching a better financial future. Please note that this salary information is solely for candidates hired to perform work wi

Extensive experience in the financial services/Banking industry.

We are looking for a Partnerships Manager to join our Product Partnerships team who will be a key driver in our product strategy and execution with ERP partners. Deeply understand how Ramp's product can work with our ERP partners' products to create an industry-leading financial automation solution.

Rockefeller Capital Management Summer Analyst Program. Rockefeller Capital Management's Directs & Co-Investments Team is looking for a Summer Analyst to support their business unit this summer. Prior internship experience in the financial industry, including wealth management or asset management a p