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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.Required Qualifications:, • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experienceDesired Qualifications:, • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.Job Expectations:, • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship.Branches within the Southern Westchester District:, • ARDSLEY - 921 SAW MILL RIVER RD ARDSLEY NY 10502, • CROSS COUNTY - 5080 XAVIER DR YONKERS NY 10704, • EASTCHESTER - 375 WHITE PLAINS RD EASTCHESTER NY 10709, • GETTY SQUARE - 12 S BROADWAY YONKERS NY 10701, • LARCHMONT BOSTON POST - 2065 BOSTON POST RD LARCHMONT NY 10538, • MAMARONECK - 1120 E BOSTON POST RD MAMARONECK NY 10543, • NORTH WHITE PLAINS - 674 N BROADWAY WHITE PLAINS NY 10603, • ODELL - 500 ODELL AVE YONKERS NY 10703, • RIVERDALE NY - 3709 RIVERDALE AVE BRONX NY 10463, • SCARSDALE - 24 CHASE RD SCARSDALE NY 10583, • WHITE PLAINS - 202 MAMARONECK AVE WHITE PLAINS NY 10601, • YONKERS AVENUE - 1076 YONKERS AVE YONKERS NY 10704, • YONKERS CENTRAL PARK AVE - 2290 CENTRAL PARK AVE YONKERS NY 10710Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.50 - $67.31 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job DescriptionOperations Manager, Belong Center Location: Greenpoint Brooklyn, New York Reports to: DAYBREAKER Founder / CEO (Radha Agrawal) About Belong Center Belong Center is a 501c3 nonprofit, and with an audacious mission: to end the loneliness epidemic and build a culture of belonging for people and the planet. We design one-of-a-kind products and programs that empower everyday citizens to connect andcombat loneliness and isolation from our Belong Center Blueprint Community Training Platform to Belong Circles in flagship U.S. cities to activations with Belong Benches across the country. See Belong Center’s features in The Wall Street Journal, The Guardian, New York Times Magazine, our website and our Instagram platform @belongcenter to learn more. PLEASE NOTE: While there will be cross-function between this role and the DAYBREAKER team, this position is exclusively a Belong Center role. About The Role We’re looking for a seasoned, highly organized, and adaptable professional to collaborate with our existing team and oversee some of the most key functions for Belong Center. Financial Stewardship & Compliance • Oversee the day-to-day of Belong Center’s annual operating budget, partnering with Finance to ensure organization, transparency, and that each project has the resources it needs to thrive., • Lead the completion of annual nonprofit compliance obligations including 990 form management, tax filings, audits, and governance reporting., • Manage organizational insurance coverage and risk mitigation., • Serve as the liaison between nonprofit and pro-bono legal partners, sourcing their input as the organization grows and securing legal expertise. Operational Leadership & Project Management • Drive end-to-end operational excellence for Belong Center projects - Friendship Microgrants, Benches, Blueprint - ensuring smooth execution of core initiatives and cross-team collaboration., • Provide people leadership and professional development opportunities to strengthen the team’s capacity and individual growth., • Partner with PR to orchestrate high-visibility press launches (e.g., Above & Beyond partnership, Belong Study release, Blueprint launch), positioning Belong Center as a leader in the field. Fundraising • Support Belong Center’s Chairwoman with fundraising for the organization, driving the long-term financial sustainability of Belong Center., • Lead key business decisions (e.g. proposed rates for Blueprint or driving BC’s Giving Tuesday campaign) that influence the organization’s growth and sustainability., • Partner with Chairwoman and Sponsorships/Partnerships Lead to identify, cultivate, and secure relationships with high net-worth individuals, family foundations, and sponsors aligned with Belong Center’s mission. Board & Executive Engagement • Partner with Chief of Staff to schedule and organize quarterly Board meetings., • Lead monthly all-hands meetings with Belong Center’s Founder., • Rotate leadership of weekly cross-functional meetings with our internal team, ensuring strong communication across functions and anchoring a culture of belonging in the organization. Qualifications • Minimum 5–7 years of professional experience in nonprofit management, operations, or a related field., • Demonstrated success overseeing and distributing budgets, financial reporting, compliance, and organizational risk management., • Experience supporting fundraising efforts, including leading key business decisions and driving campaigns., • Familiarity with nonprofit compliance requirements (e.g., IRS Form 990, annual audits, governance reporting)., • Proven ability to manage complex and ambiguous projects with multiple stakeholders., • Strong organizational skills with a track record of building efficient systems and processes., • Skilled communicator with the ability to engage diverse stakeholders, from staff to board members to external partners., • Demonstrated people leadership experience, including team management, coaching, and professional development., • Comfort working in a fast-paced, highly ambiguous and evolving, and entrepreneurial environment and adapting to evolving organizational needs., • High proficiency with productivity and project management tools (e.g., Google Workspace, Slack, QuickBooks or similar)., • Strong presentation and facilitation skills for leading all-hands meetings and representing Belong Center publicly., • Deep commitment to and joy for Belong Center’s mission of ending loneliness and building a culture of belonging. Preferred • Based in New York City and able to work from Daybreaker HQ at least 1x/week to collaborate with Founder and stay on track with Belong Center goals.

Job Description ABOUT US: Bell & Company, CPA’s, PC is a leading full service personal financial and business management firm that caters to high net worth individuals and high earners throughout the country. We manage an established client base in entertainment, the arts, and corporate America. JOB DESCRIPTION: We are looking for an Assistant Bookkeeper with strong bookkeeping experience. Qualified candidates must be detail-oriented, well organized, self-motivated, able to multi-task, and have strong verbal and written communication skills. This role touches many aspects of accounting: accounts receivable, accounts payable, cash management, monthly account reconciliation, payroll, and special projects as needed. Specific skill sets are detailed below. REQUIRED SKILLS/EXPERIENCE: • Minimum 2 years of bookkeeping experience and basic understanding of accounting principals, • Ability to prepare bank reconciliations, identify and resolve discrepancies, • Update and maintain cash balances, ensuring all supporting documentation is complete, • Prepare accounting reports such as monthly cash flows, • Organize, submit and follow up on medical reimbursements, • Ability to multi-task and work well under pressure while meeting deadlines, • Knowledgeable with Microsoft Excel, Word Benefits: • 401(k) matching, • Health insurance, • Paid time off Experience:

Personal Lines High Net Worth Account Executive Property & Casualty Insurance Industry NYC The role of the Personal Lines High Net Worth Account Executive involves keeping up-to-date with changes in clients' lifestyles that might affect their risk profiles and insurance coverages. This position includes performing annual reviews of clients' insurance programs, advocating on clients' behalf during negotiations with carriers, and providing solutions tailored to client needs. Additionally, the Account Executive plays a key role in generating new business by securing referrals from current clients and influential contacts while strengthening ties with existing clients. Utilizing a deep understanding of the market, they recommend suitable coverages, limits, stewardship programs, and risk management strategies. This role is essential for effectively managing a portfolio of Ultra High Net Worth Clients. It entails preparing and overseeing marketing for new business and renewals at least 120 days before renewal dates, analyzing exposure data, and advising on relevant coverage improvements for High Net Worth clients. The Account Executive will also manage the quoting and renewal processes with carrier underwriters, negotiate terms as necessary, and stay updated on carrier appetites and product modifications. The position requires a NY Property & Casualty (P&C) License and more than 10 years of experience in personal lines insurance, ideally with High Net Worth clients. Candidates should be skilled in Microsoft Office applications like Word and Excel, and while a college degree is preferred, professional designations such as CPCU or CIC are advantageous. Familiarity with AMS 360 or a similar platform is also beneficial. The role mandates being in the office five days a week since the company values “office synergy and professionalism.” Appropriate attire is also expected.

Jefferies Wealth Management Cross Border Manager Administrative Assistant: Role Overview Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas. Primary Areas of Responsibility: Executive & Business Management • Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities., • Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting., • Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients., • Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity. Project Coordination & Operations • Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team., • Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem., • Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation., • Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows. Success Measures: • Operational Excellence: Achievement of a "zero-friction" environment for the Executive regarding travel, scheduling, and documentation., • Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days., • Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate. Minimum Requirements: • Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred)., • Education: Bachelor’s degree from an accredited institution., • Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems., • Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership. Preferred Qualifications • Language: Full professional fluency in Spanish (written and verbal) is heavily desired., • Portuguese Fluency: Highly desirable to support the broader Latin American market., • Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments., • Agility: Proven ability to thrive in a high-pressure, "always-on" global business environment Location and hours: • Hourly with overtime available, • NYC (preferred) or Miami, FL, • T-Th in office (work from home equipment supplied), • Start time to be discussed with Manager -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30. Primary Location: New York, NY. Full time Salary Expectations: $95,000-$110,000 About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Job Description Are you a positive person with a naturally winsome communication style? You prefer harmony in the workplace, and you enjoy facilitating rather than being the technical resource. Are you high energy and prefer variety in your workflow? Are you detailed in communication and execution? You like things tidy and ordered. Do you prefer operating within a structured environment with established processes? Role Description: We are looking for an individual to split their time between Front Desk and Executive Assistant roles. The position will be full-time and in-person working out of our global headquarters in Rockefeller Center. This is a multi-faceted role working with our Director of Operations and attorneys. Responsibilities include, but are not limited to: • Front Desk, • Opening or closing the office, • Maintaining reception and welcoming clients, vendors, and guests, • Providing hospitality to firm visitors, • Restocking office spaces, • Taking weekly inventory, • Coordinating intern projects, • Receiving, sorting, and distributing mail, packages, etc., • Working on special projects with our Director of Operations, • Executive Assistant, • Supporting 3 partners and a few other legal team members, • Providing overflow assistance to our other two Exec Assists, • Corresponding and coordinating with clients, • Maintaining legal files (paper and electronic), • Client Intake (conflict check, client set-up, engagement letters, etc.), • Billing (generating bills and cover letters), • Calendar management, including coordination of meetings, calls and video conferences, • Scheduling client events and entertainment, • Assist attorneys with preparation for meetings Vision and Qualifications: Because we are a firm that values integrity, quality, collaboration, and autonomy, we believe the ideal candidate will possess a level of competency and training combined with relevant experience. Someone with that foundation will be able to meet any initial challenges and grow in the role. Specifically, we are looking for someone with/who: • Is a team player, able to juggle multiple tasks simultaneously, • Is well-organized, • Can manage priorities effectively, • Has a meticulous eye for detail and the ability to handle change, • Possesses specificity and clarity in verbal and written communication, • Is practical, and exhibits strong problem solving and follow-through skills, • Can be counted on for consistency, • Is discreet and professional, • Mid-level ability of Microsoft Office Suite, • Specifically fluent in Excel and Adobe, • Embraces technology and is willing to implement it to increase efficiency, • PC comfortable, • Bachelor’s Degree preferred, but not required Benefits/Perks: • Competitive benefit options, including health, dental, and vision insurance, • Paid vacation time, • Work-flex opportunities, • Team events, • Strong snack game Note: All candidates should be NY/NJ based or relocating. Company DescriptionBrick & Patel LLP was founded in 2011 by two young partners who previously worked for large international firms and had developed a substantial local, national and international clientele. The firm’s practice, based in Midtown Manhattan, involves representing high net worth individuals in various aspects of their lives (e.g. Wills, Trusts, Business Transactions, estate administration, etc.). Because many of our clients are corporate executives, fund managers, or entrepreneurs, we also provide strategic advice regarding their businesses. We feel a deep connection and responsibility to our clients and we strive to provide them with the highest level of services. We rely on technology, problem solving, and “thinking outside the box” to challenge the conventional wisdom associated with the practice of law and business in general. We believe that each person working at Brick & Patel LLP is a key player and we leverage each team member’s unique talents.Brick & Patel LLP was founded in 2011 by two young partners who previously worked for large international firms and had developed a substantial local, national and international clientele. The firm’s practice, based in Midtown Manhattan, involves representing high net worth individuals in various aspects of their lives (e.g. Wills, Trusts, Business Transactions, estate administration, etc.). Because many of our clients are corporate executives, fund managers, or entrepreneurs, we also provide strategic advice regarding their businesses. We feel a deep connection and responsibility to our clients and we strive to provide them with the highest level of services.\r\n\r\nWe rely on technology, problem solving, and “thinking outside the box” to challenge the conventional wisdom associated with the practice of law and business in general. We believe that each person working at Brick & Patel LLP is a key player and we leverage each team member’s unique talents.

Location: In-Person (NYC) Compensation: Upon request (commensurate with experience) About Us Wrist Aficionado is a leading secondary market dealer of high-end luxury watches, specializing in Patek Philippe, Audemars Piguet, Richard Mille, and Rolex. Our goal is to be the #1 most trusted and competitive luxury watch marketplace, catering to high-net-worth collectors and serious buyers. In 2023, Wrist Aficionado launched Jewels Aficionado, whose merchandise also encompasses fine jewelry and Hermes handbags. Wrist Aficionado's three boutiques are located in New York City, Miami Beach, and Beverly Hills. Our websites are and . What You’ll Do • Assist in developing and executing brand strategy for Jewels Aficionado, • Manage Jewels Aficionado's social media, email marketing, and website content, • Oversee Jewels Aficionado's Shopify / e-commerce / product launches, • Coordinate Jewels Aficionado's photoshoots, campaigns, and influencer collaborations, • Support Jewels Aficionado's product development and new collections, • Maintain luxury brand image across all platforms, • Coordinate Jewels Aficionado's client communication, newsletters, and SMS campaigns, • Work closely with founders on brand growth What You Bring to the Table • 3-5 years of experience in marketing for a fine jewelry retailer, • Knowledge of fine jewelry and Hermes handbags, • Experience in social media and email marketing management, • Bachelor's degree, • Proficient in Microsoft Office, • Excellent communication skills, • Detail-oriented Job Type: Full-time Benefits: • 401(k), • Health insurance, • Paid time off

Location: In-Person (NYC) Compensation: $65,000.00 plus (commensurate with experience) Experience Level: Junior (2-4 years of experience in a logistics role) About Us We are a leading secondary market dealer of high-end luxury watches, specializing in Patek Philippe, Audemars Piguet, Richard Mille, and Rolex. Our goal is to be the #1 most trusted and competitive luxury watch marketplace, catering to high-net-worth collectors and serious buyers. Our merchandise also encompasses fine jewelry and Hermes handbags. Wrist Aficionado's three boutiques are located in New York City, Miami Beach, and Beverly Hills. Our websites are and . What You’ll Do • Independently create all of Wrist Aficionado's shipping labels (for external shipments to clients and for internal shipments to our boutiques). Purchase shipping insurance according to the value of the shipment. Shipping labels are primarily created through FedEx, Ferrari Express, Malca-Amit, and USPS., • Carefully prepare and pack all shipments that are sent from Wrist Aficionado's boutique in New York City, ensuring that all packaging meets our brand standards. Record outgoing shipments in Slack., • Manage and monitor Slack channels to track sold and returned items, ensuring records are accurate and up to date., • Handle Hermes handbag operations across all three boutiques: inspect condition, photograph, and list products on Jewels Aficionado's website., • As needed: accept and process new inventory, confirming item details and updating internal systems., • As needed: coordinate and facilitate watch repairs, communicating with repair vendors and tracking service timelines. What You Bring to the Table • 2-4 years of experience in logistics in a luxury retail setting (especially for a retailer who sells timepieces and/or fine jewelry), • Bachelor's degree, • Proficient in Microsoft Office, • Excellent communication skills, • Detail-oriented, • Preferred: knowledge of luxury watches, fine jewelry, and/or Hermes handbags

Elevate Your Hospitality Career and Step Into the World of Bespoke Luxury: If you thrive on delivering exceptional guest experiences and possess the polish of a seasoned hospitality leader, this is your invitation to transition into a world of refined service and timeless style. Our downtown bespoke atelier is seeking an accomplished Full-Time Stylist — a client-facing role that blends artistry, precision, and high-touch hospitality. You will guide discerning clients through the creation of their custom wardrobe: curating fabrics, designing garments, and ensuring flawless measurements and fittings. No tailoring or fashion experience is required — we’ll teach you the craft. The four years of experience required is in reference to your hospitality experience. What we can’t teach is the grace, confidence, and meticulous attention to detail you’ve developed in the world’s finest dining rooms, luxury hotels, or private clubs. The Ideal Candidate Will Possess: • Managerial or Maitre D’ experience in upscale dining, luxury hospitality, or private clubs, • A proven ability to anticipate needs and deliver exceptional service to high-net-worth clientele, • Proficiency in email and basic computer applications (Word, Excel, Asana, etc.) and 30+ WPM typing speed, • Strong multitasking, organisational, and leadership skills, • Comfort with client relationship management software (Salesforce a plus), • An eagerness to learn and master the art of bespoke menswear The Benefits of Joining Our Team: • Competitive salary with uncapped sales bonuses ($100k+ first year, $150k+ potential by year 3), • Full benefits: Health, dental, vision, paid time off, 401(k) with 4% match, commuter benefits, • Streamlined and consistent schedule — no late nights or double shifts, • Potential opportunities for domestic travel to serve clients nationwide, • Wardrobe allowance: $15,000/year in custom clothing + substantial employee discounts If you excel at orchestrating seamless, memorable experiences and aspire to bring that expertise into a luxury environment, this is your opportunity to redefine your career while staying true to your passion for service. Compensation Details Compensation: Salary ($84,000.00 - $200,000.00) Benefits & Perks: Health Insurance, Dental Insurance, Vision Insurance, Paid Time Off, 401k, Commuter Benefits, Potential Bonuses Required Skills • Multitasking, • Customer Service Skills, • Client Relations, • Sales Skills, • Negotiation Techniques, • Attention to Detail, • Organized, • Communication Skills, • Computer Use, • Problem Solving Skills, • Organization, • Adaptability, • Sales Driven, • Time Management, • Computer Proficiency, • Teamwork, • Travel, • Creativity, • Eagerness to Learn, • Interpersonal Skills, • Wine Knowledge, • Professionalism, • Salesforce Experience, • Learning agility, • Upscale Dining Experience, • Networking skills, • Ability to Deal With High Net Worth Individuals, • Interest in Fashion, • Client Relationship Management

A well-established and highly regarded law firm in New York is seeking a mid-level Trusts & Estates Attorney to join its growing private client practice. This role offers the opportunity to work on sophisticated estate planning and estate/trust administration matters for high-net-worth individuals, families, and closely held business owners. Key Responsibilities: • Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and health care directives, • Advise clients on estate, gift, and generation-skipping transfer tax planning strategies, • Handle estate and trust administration, including probate proceedings and fiduciary guidance, • Prepare federal and New York estate tax filings, • Collaborate with financial advisors, accountants, and family offices, • 4–7 years of trusts and estates experience, • Strong drafting skills and experience with complex estate planning structures, • Familiarity with New York probate procedures and Surrogate’s Court practice, • Experience with federal and New York estate and gift tax matters, • Excellent communication and client-facing skills, • Salary range: $170,000-$235,000 annually + performance bonuses, • (Factors that may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.), • Comprehensive benefits package, subject to eligibility requirements, including:, • Medical, dental, and vision insurance, • 401(k) retirement plan, • Paid holidays annually

Our client is a fast-growing boutique law firm representing owners, developers, condominiums, cooperatives, contractors, and high-net-worth clients in complex real estate and construction matters. It handles high-stakes litigation and sophisticated transactional work, including RPAPL §881 access proceedings, DOB/LL11 issues, construction defect disputes, and real estate–driven commercial matters. We are seeking a litigation attorney who operates with autonomy. You must be able to run matters independently, communicate directly with clients, and think strategically across both litigation and transactional dimensions. This is a role for someone who wants responsibility, speed, meaningful client interaction, and the ability to shape the firm's future as we scale. Responsibilities: • Manage all aspects of litigation cases, including drafting pleadings, motion practice, conducting discovery, negotiating settlements, and preparing for trial., • Handle specialized matters such as §881 access proceedings, construction disputes, indemnity and insurance issues, DOB/LL11 matters, and commercial real estate litigation., • Draft and negotiate real estate and construction-related agreements, including license/access agreements and construction contracts., • Represent clients in court by attending court conferences, arguing motions, and advocating effectively on behalf of clients., • Communicate directly with clients, including developers, owners, and investors, providing strategic legal advice tailored to their business goals., • Develop litigation strategies that align with client objectives while managing risk and cost., • Conduct and oversee discovery processes, including document review and depositions., • Contribute to the firm’s growth by building internal templates, workflows, and processes to improve efficiency and client service. Requirements • Juris Doctor (J.D.) degree from an accredited law school., • Admission to the New York State Bar., • A minimum of 5 years of litigation experience, preferably in real estate, construction, or commercial disputes., • Proven ability to independently manage cases from start to finish., • Excellent legal research, writing, and analytical skills., • Strong advocacy and negotiation abilities, both in and out of the courtroom., • Ability to handle a fast-paced workload while maintaining clear and proactive communication., • Familiarity with case management tools and modern boutique-firm workflows.

Trust and Estate Planning Attorney Opportunity - AM LAW 200 Law Firm - New York, New York Compensation: $180,000 - $225,000 Base Salary Benefits: • Paid Time Off (PTO) plus 8-paid holidays, • Bonuses, • Medical Benefits (Health, Dental, Vision, STD & LTD, and other medical coverages), • Bereavement Leave, • Hospital Leave, • Group and Optional Life insurance, • 401(k) with company matching Requirements • MUST HAVE - Previous experience as an Estate Planning Attorney, • MUST have active NY license, • Ideally have experience with High Net Worth Estates The ideal candidate is extremely positive and productive, can prioritize their workload and work efficiently in a highly charged positive team-oriented setting

Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the family office, you will also assist NewEdge Wealth advisors navigate estate planning software solutions. This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance. The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning. Duties/ Responsibilities: Document Review and Analysis Review estate planning documents, including: • Revocable and irrevocable trusts, • Wills and codicils, • LLC operating agreements, • Partnership agreements, • Purchase agreements, • Loan documents, • Trustee and fiduciary roles, • Distribution standards, • Powers of appointment, • Tax allocation provisions Document Management & Organization • Maintain and organize digital and physical document files., • Create and maintain document summaries and tracking logs., • Ensure all planning documents are complete, signed, and properly executed., • Track key deadlines, notices, and administrative requirements. Coordination & Execution Support Coordinate with: • Outside attorneys, • Advisors, • Trustees, • Custodians Required Skills/ Abilities: • Bachelor’s degree required., • Paralegal certificate preferred., • 3–7 years of experience in estate planning, trust and estate administration, corporate or transactional law, and family office or wealth management environment, • Strong document review and issue-spotting ability., • Experience with estate and entity documents., • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and document management systems, • Experience with trust or estate planning software a plus. Salary: $75,000 - $150,000, based on experience Who We Are: EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.

Moses Singer is looking to hire a Trusts and Estates Partner. The ideal candidate will have a strong background in estate planning, with a proven track record of providing comprehensive legal advice to high net-worth clients on trusts, estates, and related matters, while leading the group in delivering outstanding service to our clients. Key Responsibilities • Provide legal advice on trusts, estates, and related matters to high-net-worth individuals., • Lead and mentor a team of attorneys in the trusts and estates practice area., • Juris Doctor (JD) degree from an accredited law school., • Admitted to the New York Bar., • Minimum of 12 years of experience in trusts and estates law., • Medical/Dental/Vision, • 401(k) Moses Singer LLP offers a competitive compensation package comprised of base pay and discretionary year-end bonus for eligible employees. Benefits include, but are not limited to medical, dental, vision, disability coverage, life insurance, flexible spending plan and a 401K plan. Moses Singer also offers generous paid time off and holidays. All decisions affecting employment at Moses Singer LLP are made on the basis of qualification, performance and other pertinent work-related factors, and without discrimination against any person on the basis of race, color, sex, age, religion, national origin, disability, marital status, sexual orientation, gender identity or expression, pregnancy, veteran's status, genetic information or any other legally protected status.

Job Title: Corporate Transactional Attorney (2–5 Years Experience) Location: New York, NY (Hybrid) Salary: $175,000 – $225,000 + full benefits Job Description We are seeking an attorney with at least 3 years of directly relevant experience in a corporate transactional department of a law firm in New York to join our New York office. This role is ideal for a lawyer who enjoys working directly with clients to form and maintain business entities, draft core governance documents, and support ongoing corporate legal needs. The ideal candidate has hands-on experience forming corporations and LLCs, drafting and revising operating agreements and corporate governance documents, and advising clients on entity structure and maintenance. You should be comfortable leading client video calls, explaining legal concepts in a clear and approachable way, and collaborating closely with team members in a fast-paced, systems-driven environment. We operate on a flat-fee, recurring revenue model. Performance is measured by quality, responsiveness, and output—not hours logged. There is no billable hour requirement at our firm. In this position, you will work directly with clients who want to form companies, enroll in our entity management service, or engage us for other core services. You will play a central role in both new entity formation and ongoing entity maintenance for a sophisticated client base. Responsibilities • Form corporations and LLCs across multiple jurisdictions, • Draft and revise operating agreements, shareholder agreements, and related governance documents, • Advise clients on entity structure and organizational matters, • Maintain existing entities enrolled in our service, • Draft corporate minutes, incumbency certificates, and corporate resolutions, • Handle Secretary of State filings and related compliance matters, • Review and communicate with clients regarding service of process and entity status, • Work directly with clients via video and phone to guide them through formations and ongoing needs Given our volume and technology-forward approach, the successful candidate must be highly organized and comfortable working within structured, technology-first systems and processes. About EMINUTES EMINUTES () is a technology-first law firm focused on forming and maintaining corporations and LLCs for the entertainment industry and ultra-high-net-worth individuals. We combine legal expertise with significant proprietary technology to deliver an exceptional, highly efficient client experience. Our team enjoys competitive salaries, excellent health insurance, a cell phone allowance, and a pension plan. Position Details • Hybrid role based out of our office at 1 Rockefeller Center in Manhattan, • Salary range: $175,000 – $225,000, commensurate with experience, • Must be admitted to the New York Bar Qualifications • 3 years of directly relevant transactional experience at a New York law firm, • Strong experience forming entities and drafting operating agreements and related corporate documents, • Excellent client-facing presence and communication skills, • Technologically sophisticated and comfortable working in a systems-driven practice, • Team-oriented, adaptable, and able to thrive in a fast-growing, evolving environment, • We are looking for someone who is not only technically strong, but who genuinely enjoys working with people and brings a polished, engaging presence to client interactions.

New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice. We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning. Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential. An advanced degree in tax law is highly valued. Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support. Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D. from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M. strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, • Bachelor's degree in Accounting or related field, • Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting, • Obtained or plan to obtain CPA or EA, a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,750—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! BBR Partners is seeking a Systems Engineer to play an integral role as a member of the IT department. This person will help manage and support BBR's IT infrastructure including servers, storage, virtualization, operating systems, and enterprise services. We are looking for a highly motivated self-starter with a strong work ethic who enjoys contributing to a small-firm environment. This is a full-time position that requires 6-8 years of experience in systems engineering, infrastructure, or IT operations roles, and the ability to work on premises from our New York City headquarters three days per week. Responsibilities: Infrastructure & Platform Management • Administer and optimize Windows Servers, workstations, Active Directory/Entra ID, Group Policy, DNS/DHCP, and certificate services., • Administer our virtual infrastructure (VMWare/Nutanix), network infrastructure such as firewalls (Fortinet) and switches (Cisco), and backup/restore systems (Rubrik), • Manage Linux systems including patching, hardening, performance tuning, and automation., • Operate and secure Azure environments, including Entra ID, conditional access, MFA, and privileged access tools., • Configure and maintain cloud networking components (VPC/VNet, VPN, private endpoints, firewalls)., • Monitor system performance, capacity, and availability across on‑prem and cloud environments using tools such as Logic monitor/Datadog., • Develop automation for IT processes using PowerShell or Python to streamline operations and improve consistency., • Implement system hardening (CIS benchmarks), patching, encryption, and logging/monitoring standards., • Operate vulnerability management tools; remediate findings within SLA., • Support application and database servers (SQL Server/PostgreSQL), scheduled jobs, and secure data flows., • Work with 3rd party vendors and service providers to implement or maintain managed solutions, • Provide escalation support for infrastructure issues., • Create documentation of BBR IT infrastructure using knowledge-base and how-to articles (Confluence), • Work cross‑functionally with Development team to ensure reliability and performance., • Experience managing a Windows environment (Windows 11, Windows Server 2019/22, Active Directory, Group Policy, DNS) and Linux environments, • Experience managing major cloud service providers (MS Azure preferred), • Experience managing Microsoft Office 365 environment (Exchange Online, SharePoint, Teams, Power Platform/CRM), • Experience managing hypervisor solutions (VMware ESXi preferred), • Understanding of computer networking (ex. Routing, switching, VPN, DNS, TLS, etc.), • Experience managing Firewalls (Fortinet preferred) and Switches (Cisco preferred), • Knowledge of Citrix, MS Teams, Zoom, MS Dynamics CRM, MS SQL Server, • Familiarity with vulnerability management, EDR (SentinelOne), patching programs, and system hardening, • PowerShell scripting experience/knowledge is strongly preferred, • Experience managing endpoint management solutions (MS Intune preferred), • Experience with incident response, troubleshooting, and operational support in regulated environments., • An undergraduate degree in Information Technology or a related field with a strong academic track record is preferred, • Must have strong communication skills (written and verbal) and critical thinking skills, • Must be successful working in a team-based environment, • Must be highly motivated, proactive, ethical, and professional, • Solid organizational skills including attention to detail and multi-tasking skills, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $125,000 and $150,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description Wolfe Research, LLC is launching a new Alternative Asset Management business. Wolfe Alternative Asset Management (WAM) is a strategic expansion of the Wolfe brand into the alternative investment space. It is a membership-based platform offering a menu of curated, institutional-grade investment opportunities across venture capital, private equity, private secondaries, and a broad range of investment funds—including venture, private equity, hedge, and real estate funds—leveraging Wolfe Research’s trusted brand, reputation, and extensive network. Our mission is to deliver unparalleled access to alternative investments, supported by Wolfe’s research expertise and industry relationships, to drive superior, differentiated returns for institutional investors, family offices, and high-net-worth individuals. The ideal individual will have greater than 8+ years working in Fund Accounting to help launch the Alternative Asset Management Business. Keys roles: • Serve as the Director of Finance for Wolfe’s Alternative Asset Management Platform., • Key stakeholder for the compilation of each SPV for the business. Expected to drive to completion all aspects from a Finance ownership perspective., • Should be able to advise the business and internal stakeholders regarding GAAP and Tax considerations., • Must demonstrate knowledge of upstream and downstream dependencies and communicate factors which may drive outcomes of how SPV is formed., • Expected to oversee and manage the Fund Administrator who will manage the books and records., • Expected to review all output from Fund Admin with regard to monthly close/quarterly reporting/annual financial statements., • Will oversee and direct the year end K1 process in which our Fund Admin will hand off financial statements to our tax accountants., • Expected to liaise and ensure a seamless process serving as the individual to troubleshoot and solve complexities between two parties., • Serve as the main liaison with our independent 3rd party valuation specialist. Should demonstrate ability to comprehend and clearly articulate the valuation when liaising with 3rd party auditors or Fund Administrator., • Responsible for the business’s cash reporting and utilization needs., • Expected to work cross functional within the Finance department, engaging our AP, Corporate and Regulatory teams., • Will be expected to develop P&Ps for the business and that ongoing Finance operations adhere to the P&P’s., • Expected to develop and implement the business line reporting structure. Examples such as:, • Liaise with Fund Admin for NAV reporting process, • Develop waterfall reporting, • Develop profitability analysis of individual SPV’s, business line as a whole, • Own core fund accounting functions while taking on expanded strategic and operational responsibilities that extend well beyond traditional accounting—acting in a capacity that blends fund accounting expertise with COO/CFO-level oversight., • Develop and maintain the company's financial model, including KPI development, tracking, and reporting; forecast cash flows and provide actionable insights to support decision-making., • Manage investor-facing operations, including oversight of the client portal/website for document sharing, financial/valuation/P&L updates, capital activity tracking, capital calls, and ongoing investor communications., • Handle ad-hoc reporting, analysis, and special projects with urgency and ownership, demonstrating a proactive, "action-first" mentality essential for success in a dynamic, growing organization., • Lead vendor selection, communication, negotiation, and relationship management to ensure cost-effective, high-quality service delivery., • Support investor relations efforts, including preparation of communications, responses to inquiries, and coordination of documentation related to investments., • Assist in investment-related processes, including financial due diligence (particularly for fund investments), transaction structuring (e.g., designing and implementing fee structures), and ongoing monitoring., • Monitor and actively manage company-level business expenses and operating costs to optimize efficiency and support profitability goals. About Wolfe: Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2025 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. For more information about Wolfe Research, please visit us at: Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.

Job DescriptionSalary: $200,000 - $275,000 NKSFB, LLCis the largest business management firm in the country, with more than 600 employees working from seven offices in the Los Angeles and New York City area. We work alongside the worlds top artists in music, film, and television, as well as athletes, executives, entrepreneurs, and other high achievers, offering a sophisticated range of concierge-style services to meet their lifestyle management needs. Job Title:Tax Director Reports To:Tax Partner FLSA Status:Exempt Department:Tax Salary Range: $200,000 $275,000 Your Role: Our Tax team is s seeking a high level tax professional to take on the role of Tax Director at our New York City office. The ideal candidate will oversee complex tax strategies, compliance, and advisory servicesprimarily for high-net-worth individuals, entertainment clients, family offices, and closely held businesses. What will you do? Tax Planning & Strategy • Design and implement tax-saving strategies for individuals and business entities, • Oversee the preparation and review of federal, state, and local tax returns, • Serve as a trusted advisor to high-net-worth individuals, entertainment clients, and family offices, • Provide guidance on significant financial decisions (e.g., acquisitions, real estate, partnerships), • Collaborate with external advisors on tax and financial matters, • Manage, mentor, and develop tax staff and managers, • Facilitate training and continuing education, • Represent clients during IRS and state tax audits or disputes, • Handle complex notices, correspondence, and negotiations What Do you Need to Succeed: Strong knowledge of: • Partnership and S-Corporation taxation, • Multi-state taxation, • Pass-through entity tax planning and compliance, • High-net-worth individual taxation, • U.S. foreign reporting and compliance, • Taxation of U.S. non-resident aliens Key Skills • Advanced tax technical expertise, • Strong client relationship management, • Exceptional attention to detail and ability to meet tight deadlines Preferred (Not Required) Software Experience • CCH Axcess Tax, • CCH Axcess Workflow, • CCH Document, • CCH Engagement, • BNA Income Tax Planner Education and Experience Requirements: • Bachelor's degree required in Accounting or a related field., • CPA (Certified Public Accountant) or EA (Enrolled Agent license., • 7-12+ years of relevant tax experience Physical Demands and Work Environment: • Occasional standing, walking, crouching, and regular lifting up to 15 pounds., • Frequent use of hands and reaching with hands and arms., • Regularly talking, hearing, seeing, and sitting., • Low to moderate to loud noise level., • Risk of electrical shock. Salary Range:The salary range for this role is$200,000 $275,000and represents the firms good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidates relevant experience, qualifications, and location. What We Offer:NKSFB offers a great variety of benefits and perks to our employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 20 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday The job duties listed are typical examples of work performed by positions in this job classifications and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks and responsibilities. Employees may also perform other duties as assigned. NKSFB, LLCis an Equal Opportunity Employer and is committed to diversity and inclusion. If youre a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us . We collect your personal information when you apply for employment at NKSFB, LLC. To learn more about our data privacy practices, please view ourEmployee Privacy Policy.

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive comp splits, and a draw up to $200K/year As a Senior Managing Director, you will be responsible for running the New York City office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities: • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionAbout Daisy At Daisy, were pioneering the future of smart spaces making homes and offices more connected, comfortable, and joyful through technology. As the first national smart space installation and services company, were growing fast and are seeking a Business Development & Client Experience Associate in our New York, New York branch who will be responsible for generating outside sales within the high-end residential, commercial, restaurant, hospitality, multiple dwelling, and direct-to-consumer markets. Business Development & Client Experience Associate Luxury Residential Technology | Smart Home & Automation Why This Role Is Different This is not a traditional sales role..... Youll sit at the intersection of business development, client experience, and project execution within the world of luxury residential technology working alongside and supporting Senior Account Executives, designers, and project managers to deliver high-touch, high-performance smart home environments. Youll gain exposure to: Ultra-high-net-worth clients and their residences Leading architects, interior designers, and builders Cutting-edge smart home, lighting, and automation systems Our ideal hire is a polished relationship-builder (hunter) who can drive new opportunities. But we will also invest in a high-potential client quarterback who can organize, support, and grow into that role over time. What Youll Do Build Relationships & Drive Opportunity Develop and maintain relationships with clients, referral partners, and trade professionals Identify and pursue new business opportunities through outreach, networking, and referrals Represent our brand in a polished, professional manner Deliver a High-Touch Client Experience Act as a key point of contact throughout the project lifecycle Ensure proactive communication Build trust with high-expectation clients Support Sales & Project Development Partner with Senior Account Executives Assist with proposals and presentations Translate client needs into solutions Coordinate & Drive Execution Collaborate with project managers and design teams Conduct site visits Track changes and documentation Own Your Pipeline & Process Maintain CRM accuracy Provide pipeline updates Support marketing and outreach Who This Role Is Perfect For This role is ideal for someone early in their career who is excited to build a future in luxury environments, client relationships, and technology. You might come from: • Residential AV / Smart Home / Automation, • Luxury real estate or estate management, • Interior design or high-end home furnishings, • Architectural lighting (e.g., Lutron, Ketra), • Private services, concierge, or lifestyle management, • High-end retail or client-facing luxury servicesYoure comfortable around high standardsand people who expect them. What You Bring 3+ years client-facing experience in residential luxury goods & services Strong communication skills High organization and attention to detail Bonus: AV or smart home experience Lutron, Crestron, Savant familiarity Project coordination exposure CRM experience (Microsoft Dynamics a plus) Two Profiles That Succeed The Hunter (Preferred) Builds relationships naturally Drives new opportunities Established book of business The Client Quarterback Highly organized Supports Senior AE Eager to grow into a hunter Compensation & Benefits: • Generous compensation, including commission, • Bonus based on branch performance, • Equity options, • Medical, Vision, and Dental Insurance, • 401K, • Paid Time Off, • Opportunity to shape a key service offering in a rapidly growing company Our core values guide everything we do: • Delight: Deliver magical client experiences, • Accountability: Own your work with transparency and integrity, • Innovation: Embrace creativity to solve challenges, • Service: Put clients, teammates, and partners first Please note: At this time, we are unable to sponsor work visas or consider candidates who require visa sponsorship now or in the future. Ready to Join a Mission-Driven Team? If youre a detail-focused professional who loves numbers, technology, and teamwork, Daisy wants you! Help us build the future of smart living and apply today! Compensation: $58,000.00 - $85,000.00 per year, plus commission

Job Description About Kayne Anderson Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne Anderson’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $40 billion in assets (as of 12/31/2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals. Position Overview: Kayne Anderson Private Credit (“KAPC”) is seeking a Vice President or Director to join its Restructuring & Workouts team. This individual will play a key role in managing stressed and distressed portfolio investments across KAPC’s middle market direct lending platform. The role is designed for a hands-on restructuring professional with a strong creditor-side orientation who can independently lead complex situations while partnering closely with deal teams, management teams, and external advisors. The position offers significant responsibility, including primary leadership of select credits and direct exposure to investment committee decision-making. This hire will be an integral part of a lean, high-impact team responsible for preserving and enhancing value across a diversified portfolio of middle market investments. Responsibilities: • Lead restructuring and workout situations across KAPC’s portfolio, including both in-court and out-of-court processes (e.g., amendments, liability management, Chapter 11, and rescue financings), • Act as primary point of contact on select stressed/distressed investments, driving strategy, negotiations, and execution, • Develop and evaluate restructuring strategies, including capital structure solutions, liquidity management, and downside protection scenarios, • Engage directly with management teams, sponsors, and advisors, including participation in board meetings and creditor negotiations, • Oversee financial analysis and modeling, including liquidity forecasting, recovery analysis, and valuation work, • Coordinate internal stakeholders, including deal teams, investment committee, and senior leadership, • Manage external advisors, including legal counsel, financial advisors, and consultants, • Monitor broader portfolio trends, identifying early warning signals and proactively managing risk across credits, • Support underwriting teams on stressed situations, amendments, and opportunistic secondary or rescue investments Ideal Candidate Profile The ideal candidate will reflect a blend of restructuring advisory and direct lending experience, consistent with leading profiles in the market. Requirements Core Experience: • 5–10 years of relevant experience in:, • Restructuring advisory (e.g., FTI, Alvarez & Marsal, etc.), • Direct lending / private credit special situations or workouts, • Credit restructuring groups at banks or investment firms, • Experience working on the creditor / lender side is strongly preferred, • Demonstrated involvement in complex restructurings, including liability management and distressed situations Key Skillsets: • Ability to independently lead transactions and workstreams, not just support execution, • Strong understanding of capital structures, credit documentation, and restructuring frameworks, • Experience with middle market companies, ideally in a direct lending context, • Financial modeling expertise, including liquidity analysis, recovery modeling, and downside scenarios, • Hybrid background across advisory and investing roles, providing both technical and ownership perspectives, • Experience engaging at the board or management level, particularly in operational or turnaround situations, • Track record of managing multiple concurrent situations within a portfolio setting Personal Characteristics • Highly self-sufficient and accountable, with the ability to take full ownership of situations, • Strong judgment and decision-making in complex, time-sensitive environments, • Ability to balance analytical rigor with pragmatic, solution-oriented thinking, • Comfortable operating with senior stakeholders and counterparties, • Team-oriented, but capable of operating independently as needed Why This Role • Opportunity to take true ownership of restructuring situations, rather than operating as a junior execution resource, • Exposure to a diverse middle market portfolio, requiring both technical and strategic problem-solving, • Ability to work within a nimble platform where individuals have meaningful influence on outcomes, • Competitive medical, dental, and vision insurance, • Flexible spending accounts (dependent care, healthcare, limited purpose FSA), • Accident and Critical Illness insurance, • Long Term Disability insurance, • Competitive 401(k) benefits, • Pet healthcare savings program, • Member’s Only Healthcare - healthcare navigation, • WellHub - corporate wellness platform, • $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy), • Rocket Lawyer legal benefits, • Reimbursement of professional society memberships and exam fees, • Up to $10,000 matching annually for contributions to qualified non-for-profit organizations, • Parental leave, • Compensation: Approximately $175,000 to $250,000 base salary with a bonus target of 1.0-2.0x base (depending on experience), plus carried interest in vehicles where appropriate. Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Senior Wealth Advisor – Remote Opportunity Overview • Can be fully remote in the Eastern/Central time zone, • No new business requirements, • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business Primary Responsibilities • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services., • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning., • Develop and present integrated wealth management solutions for existing and prospective clients., • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments., • Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients., • Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals., • Document client meetings, recommendations, and action plans in a clear, timely manner., • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution., • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities., • Manage and support team members to ensure efficient delivery of client services. Qualifications • 7+ years of wealth management or other relevant professional experience., • Bachelor's degree required., • Advanced degrees or other professional designations preferred., • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction., • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning., • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Experience working with high‑net‑worth individuals and families, • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a DevOps Engineer, to play an integral role as a member of its IT department, working closely with Software Development & Data Engineering teams. This person is responsible for designing, implementing, and managing the systems, tools, and automation that support continuous integration, continuous delivery (CI/CD), and scalable infrastructure. We are looking for a highly motivated self-starter with a strong work ethic who enjoys contributing to a small-firm environment. This is a full-time position that requires a minimum of 8 years of experience and the ability to work on premises from our New York City headquarters three days per week. Responsibilities: • Cloud Infrastructure & Automation, • Design, build, and maintain secure, scalable cloud environments (preferably Azure) using Infrastructure as Code (Terraform)., • Build and maintain standardized, hardened machine images using HashiCorp Packer to support immutable infrastructure, security baselines, and rapid recovery, • Implement network segmentation, private endpoints, and secrets management (e.g., Azure Key Vault, AWS Secrets Manager)., • CI/CD Engineering, • Own architecture and standards for CI/CD pipelines (GitHub Actions, Azure DevOps, GitLab CI/CD, Jenkins/Octopus) with:, • Automated testing and quality gates, • Security scanning (SAST, DAST, dependency scanning), • Artifact management and controlled deployment strategies., • Enable development teams through reusable templates, modules, and golden pipelines., • Own and enforce version control best practices across application code, infrastructure-as-code, and CI/CD pipelines, including branching strategies, peer review, and controlled releases., • Automate change management controls through CI/CD workflows, approvals, and versioned deployments to support audit and regulatory requirements, • Containerization & Orchestration, • Build and optimize containerized workloads (e.g., Docker, Kubernetes) including GitOps and service mesh integrations., • Security, Compliance & Governance, • Embed security-by-design principles into all layers of the platform., • Implement guardrails, policy-as-code, and automated evidence collection aligned with SEC expectations and NIST/ISO frameworks., • Observability & Reliability, • Deploy and maintain observability stacks (metrics, logs, traces) using tools like Datadog and/or Logic Monitor., • Define SLOs, SLIs, and error budgets; lead incident response and postmortems., • Data Platform & Integrations, • Own platform infrastructure for data pipelines (Airflow, dbt), support the enforcement of data quality and lineage, and protection of PII through encryption and masking., • Support secure integrations with custodians, trading systems, CRMs, market data providers, and internal APIs., • Developer Experience & Enablement, • Enable engineering teams to self-service with platform tooling, best practices, and documentation (confluence)., • Hands on experience with cloud platforms (Azure preferred, AWS/GCP acceptable)., • Strong proficiency with Infrastructure as Code, especially Terraform., • Experience building and maintaining CI/CD pipelines, • Strong knowledge of Linux/Windows systems and scripting skills., • Experience with containers and orchestration platforms., • Experience with configuration management tools (Ansible, Puppet, Chef)., • Security mindset: key management, secrets management, compliance., • Knowledge of SDLC and Agile methodologies., • Understanding of networking fundamentals (DNS, load balancing, firewalls)., • Familiarity with site reliability engineering (SRE) practices., • An undergraduate degree in Information Technology or a related field with a strong academic track record is preferred, • Must have strong communication skills (written and verbal) and critical thinking skills, • Must be successful working in a team-based environment, • Must be highly motivated, proactive, ethical, and professional, • Solid organizational skills including attention to detail and multi-tasking skills, • Experience driving DevOps adoption in organizations with established IT operations., • Demonstrated ability to influence stakeholders and drive cultural change., • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $150,000 and $200,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job DescriptionDirect Counsel is seeking a Tax Controversy Associate Attorney to join a leading global law firm in San Francisco, Palo Alto, Washington, DC, or New York. This role is ideal for an associate attorney with 3 - 5 years of experience handling complex tax disputes and litigation matters involving multinational entities, cross-border transactions, partnerships, family offices, and high-net-worth individuals. Key Responsibilities: * Conduct legal research and analysis related to tax controversy and litigation matters * Draft briefs, motions, correspondence, and other legal documents * Assist with complex tax disputes from inception through resolution, including trials, negotiations, and settlements * Collaborate with attorneys, accounting professionals, and client tax/legal teams * Participate in hearings, depositions, and negotiations * Maintain compliance with evolving tax laws, regulations, and precedents Qualifications: * 3–5 years of tax controversy experience at a law firm, large accounting firm, or government agency (e.g., IRS Chief Counsel, DOJ, Tax Court) * JD from an accredited law school and active bar admission in the jurisdiction of practice * Strong research, writing, and analytical skills * Experience interacting with clients and taxing authorities preferred * Background in economics or accounting is helpful but not required Work Environment: Hybrid schedule with regular in-office presence and flexibility for remote work. Compensation: $260,000 – $365,000 annually, depending on geographic location, experience, and qualifications. Benefits: Comprehensive benefits package including medical, dental, and vision insurance, and a 401(k) retirement plan. If you would like to learn more about this opportunity, please contact Direct Counsel for a confidential discussion.

Job Description The Senior Associate, Investment Research is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies across high-net-worth clients and specifically within individual clients' portfolios. Over time, you'll be an active participant in internal discussions about various investment strategies and external discussions with clients and prospective clients. The right candidate values collaboration and exhibits exceptional communication skills and a passion for wealth and investment management. Your Responsibilities: Investment Research • Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients., • Act as the main point-of-contact within the Investment Research for specific investment strategies., • Execute searches and perform initial due diligence on a variety of investment strategies., • Perform ongoing due diligence on investment manager portfolios, businesses, and operations., • Perform ad-hoc investment research projects as needed., • Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies., • Assist in providing our clients with comprehensive analysis and views on the market environment., • Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner., • 4+ years of experience in investment or asset management., • Ability to independently source and analyze investment ideas and utilize relationships to provide additional insight., • Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills., • Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines., • Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection., • Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments., • Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems., • Proven track record of excellence in working within a team and preferably managing and mentoring others., • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents),Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $100,000 and $115,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job DescriptionSignature is looking to add a Field Consultant to cover Kings and Queens counties Get in Front of Our Recruiter Faster! To ensure your application is reviewed quickly, apply directly on our careers page: Career Site For over 30 years, Signature Companies has been an industry leader and innovator in delivering high-quality, professional and unparalleled service to our carrier partners. As a trusted High Value Residential Insurance information provider, we are committed to exceptional customer service, precise property documentation, and timely, underwriter-ready reporting. We are actively seeking experienced High Value Residential Insurance Inspectors to join our team as independent contractors (1099). This opportunity is ideal for seasoned inspectors who understand the expectations of and the underwriting requirements of high-net-worth carriers. You’ll have the flexibility to work in your local market, build supplemental income, or scale this into your primary source of revenue. As a Field Consultant you will be responsible for independently managing and completing on-site High Value Property Surveys. This role is great for someone that is proactive, resourceful and driven. It requires strong construction knowledge, sketching skills, and the ability to professionally engage with homeowners and insurance agents. Position Details: • Professionally interact over the phone, via email and in-person with homeowners and insurance agents., • Schedule and conduct comprehensive on-site inspections of high value residential properties as per carrier specific guidelines and procedures., • Accurately document custom construction features, high-end finishes, and unique architectural elements., • Capture detailed measurements, photographs, and site observations., • Identify potential underwriting concerns, hazards, and loss exposures., • Develop accurate replacement cost estimates reflective of high-quality materials and craftsmanship., • Submit complete, timely web-based reports that meet carrier-specific guidelines., • Communicate the information gathered during the on-site inspection in Loss Control 360 accessed through the Signature website. We are specifically seeking professionals with: • Direct experience as a High Value Residential Insurance Inspector, • Background in insurance inspections, loss control, underwriting support, or high-end home appraisals, • Strong knowledge of residential construction methods, materials, and custom features, • Experience estimating replacement costs for high value residential properties, • Proficiency with diagramming software such as Rapid Sketch, Xactimate, CAD or similar tools, • Excellent communication skills when working with high-net-worth homeowners and insurance agents What We Provide: • Established relationships with leading insurance carriers, • Structured onboarding and mentoring from our experienced Field Management team, • Ongoing support to ensure quality, accuracy, and professional growth If you are an experienced High Value Residential Insurance Inspector who takes pride in accuracy, professionalism, and delivering underwriter-ready reports, we invite you to apply today and continue building your expertise in the high value property space. RequirementsRequirements and Tools needed: • High level of professionalism, • Strong oral and written communication skills, • Must have smartphone, tablet and Windows-Based PC, • High speed internet, Digital Camera or Smart phone with 16mp camera or greater, measuring devices such as: laser, soft tape measure, or measuring wheel., • A late model reliable vehicle and Auto and General Liability Insurance., • Prior inspection experience on residential homes desirable., • Loss Control experience desirable., • Prior underwriting experience desirable, • Construction experience desired but not required.

Job Description This is our entry-level Tax Associate position—ideal for new graduates and candidates with up to ~2 years of relevant tax experience who are excited to learn and grow. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Prepare individual income tax returns and related workpapers; progressively expand to partnerships, corporations, trusts, foundations, and gift returns., • Provide aid in preparing responses to tax notices, and gain exposure to audits, • Participate in tax planning and research, • Participate with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. While our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. Like a cocker spaniel. The attributes and talents that lead to success in the role are: Knowledge: • Solid foundation in individual taxation from coursework; eagerness to learn entity tax., • Familiarity with professional tax software/workpaper systems (we will train)., • Clear written and verbal communication; strong organizational skills and attention to detail. We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree in Accounting (or equivalent with accounting coursework)., • Internship or up to 2 years’ experience in tax or public accounting. Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Insurance Sales Producer - Personal Lines Private Client Advisor. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to t

Job Description About the Role This independent insurance agency in Brooklyn is looking for a high performing Personal Lines Account Manager to join their growing team. You will serve a critical function to provide world class customer service to an existing client base that relies upon this role for daily client questions, renewals, coverage questions, processing new business, and more. The ideal candidate will have a strong working knowledge of multiple insurance companies and can adjust quickly in a fast-paced work environment. Duties & Responsibilities • Act as a main point of contact for processing, client services, ongoing support for claims issues, and more, • Manage the renewal process with a complete understanding of coverages, carriers, review of pricing, and recommended solutions, • Develop and maintain strong relationships with both internal and external stakeholders, to include carrier contacts, sales agents, clients, and other staff members Skills & Experience • 2-3 years of progressive experience in personal lines, preferably in a retail agency setting, • State insurance license required, • Experience working with High Net Worth (HNW) clients a huge plus Compensation & Benefits $55-70,000 + full benefits package Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

A leading insurance firm seeks a Private Client Account Executive to manage high-net-worth personal insurance accounts.

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lendin

Jefferies Wealth Management Cross Border Manager Administrative Assistant: Role Overview Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a force multiplier for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas. Primary Areas of Responsibility: Executive & Business Management • Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities., • Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting., • Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients., • Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity. Project Coordination & Operations • Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team., • Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem., • Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation., • Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows. Success Measures: • Operational Excellence: Achievement of a zero-friction environment for the Executive regarding travel, scheduling, and documentation., • Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days., • Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate. Minimum Requirements: • Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred)., • Education: Bachelor’s degree from an accredited institution., • Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems., • Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership. Preferred Qualifications • Language: Full professional fluency in Spanish (written and verbal) is heavily desired., • Portuguese Fluency: Highly desirable to support the broader Latin American market., • Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments., • Agility: Proven ability to thrive in a high-pressure, always-on global business environment Location and hours: • Hourly with overtime available, • NYC (preferred) or Miami, FL, • T-Th in office (work from home equipment supplied), • Start time to be discussed with Manager -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30. Primary Location: New York, NY. Full time Salary Expectations: $95,000-$110,000 About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

As a Lead Underwriter for our US Wealth Management High Net Worth Tailored Lending business you will be responsible for underwriting Tailored Loans to our clients in the US.These loans will include Securities Based Loans, Unsecured loans, Life Insurance Premium Financing, Commercial Real Estate, Res

The Senior Wealth Advisor partners closely with a Senior Partner to lead relationships with ultra-high-net-worth (UHNW) individuals and families. Perform complex analysis across financial, estate, income tax, insurance, and investment planning. Coordinate with external advisors, including attorneys,

Business Management Family Office Entertainment Opportunity with a growing nationally recognized leading CPA firm consistently being named among the Top Firms to Work For with a dedicated bicoastal division focus on the entertainment and music industry. This Jobot Job is hosted by: Nicole Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Family Office Accountant/Account Manager to join our thriving business management team. This role is integral to the financial management of our high-net-worth family office clients within the Entertainment industry, providing comprehensive accounting, financial, and advisory services. The successful candidate will be proficient in Spanish, with a strong background in account management, accounts payable, and risk management. This role demands a deep understanding of accounting advisory, insurance, business management, commission schedules, tax packages, and client inquiries. A minimum of 5 years of relevant experience is required. Why join us? Company-sponsored events - Holiday Parties, Summer Outing, Tax Season Parties Mentorship Program Medical, Dental, and Vision Plans 401(k) Life Insurance Tax advantage accounts Flextime / Work at home incentives Employee referral program Job Details Responsibilities: • Handle the day-to-day financial management of high-net-worth family office clients, including but not limited to, accounts payable, account management, and risk management., • Provide comprehensive accounting advisory and financial services to clients, ensuring their financial affairs are managed efficiently and effectively., • Liaise with insurance providers to ensure optimal coverage for clients, managing claims and renewals as necessary., • Oversee business management activities, including the preparation and review of commission schedules and tax packages., • Respond promptly and professionally to client inquiries, providing expert advice and guidance as required., • Leverage your Spanish language skills to communicate effectively with Spanish-speaking clients and stakeholders., • Implement and maintain robust financial controls, ensuring compliance with all relevant regulations and legislation., • Bachelor's degree in Accounting, Finance, or related field. A master's degree or CPA designation will be considered an asset., • Minimum of 5 years of experience in a similar role, preferably within a family office setting., • Proficiency in Spanish is required., • Certified Payroll Professional (CPP) certification is preferred not required., • Demonstrated experience in accounts payable, account management, and risk management., • Strong knowledge of accounting advisory, insurance, business management, commission schedules, tax packages, and client inquiries., • Exceptional interpersonal and communication skills, with the ability to build strong relationships with clients and stakeholders., • High level of integrity and professionalism, with a commitment to maintaining client confidentiality., • Strong analytical and problem-solving skills, with the ability to make sound financial decisions., • Proficiency in using accounting and financial management software., • Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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Job Description Are you interested in joining an organization with a global reach? In a world of shifting threats, Concentric is your trusted ally. Powered by elite professionals from military, government, and intelligence backgrounds. If you are passionate about intelligence, risk analysis, threat management, executive protection, security operations, or business resiliency, Concentric may be the organization you've been searching for! Concentric is a risk consultancy specializing in delivering strategic security and intelligence services. We provide holistic, intelligent security solutions for private clients and corporations globally. Concentric offers strategic advisory services, risk assessments, physical protection, threat intelligence, open-source monitoring, program audits, secure embedded staffing, and training for security teams and intelligence analysts. Our ultimate goal is to be recognized as the most innovative, capable, and trusted Risk Management partner in the world, and we do this by following these core values: Integrity – Collaboration - Relationships – Excellence – Creativity - Results Join Us, Concentric - "Your World Secured" We are currently looking to hire an Protective Security Specialist to join our team embedded with our client in New York City, New York! ***This position requires working onsite with our client in New York City, New York. This is a full-time position that will be providing executive protection and secure driving services, as required. Regular shifts will be four days on, three days off, working 8-9 hour shifts, or as required by the client. This role may require regular overtime, day, evening, and night driving, including occasional coverage of weekends and holidays, as necessary. JOB DESCRIPTION The Protective Security Specialist provides safe, discreet, and professional transportation while delivering unobtrusive, low-profile protective services to ensure the client's safety and well-being during daily activities, events, and travel. This role is on-site in and around New York City, NY, with occasional travel throughout the United States. This role is responsible for advance planning, route and site assessments, threat identification, and proactive risk-mitigation strategies, as well as maintaining vehicle readiness and servicing requirements. The Protective Security Specialist works closely with the client, guests, security teams, internal partners, and external stakeholders to ensure punctual, secure, and best-in-class transportation and protective support. RESPONSIBILITIES • Provide a "white-glove" secure driving service as the personal driver for the client and guests, • Safeguards Principal and guests from all forms of security and safety hazards, ensuring the safety and security of passengers during transit and activities, • Coordinates logistics and plans details relating to the client or guest's physical location, including movements in, out and around site while preparing for emergencies and other contingencies, • Operates vehicle in safe and comfortable manner, • Develops and executes operation plans, route planning, and advance work, preparing routes in advance, including alternate routes, • Conducts vehicle checks for cleanliness, functionality, and fuel level, • Identifies threats and intervenes along route when appropriate, • Works with home office staff and security teams to ensure a coordinated pick-up/drop-off routine, • Identify, track, log, and coordinate vehicle fleet maintenance requirements, • Develop and implement internal processes and procedures, • Maintain excellent rapport and open lines of communication regarding client needs, requests for support, service issues, and deliverables, • This job requires an appropriate level of physical fitness to periodically perform physically demanding activities, • This job may require walking for extended distances in a variety of environmental conditions, • 2+ years of equivalent or relevant security industry experience, • Operational experience driving high-profile executives or high net-worth passengers, • Current driver's license with flawless driving record, • Operational experience in similar physical security roles,, • Operational experience with residential security teams, executive protection details, and/or high-profile corporate security teams, • Exceptional communication and interpersonal skills, • Emotional intelligence and a customer focused approach, • A successful track record operating within a high-touch, customer service environment, • Ability to adapt quickly to fast paced environments with changing circumstances, direction, and strategy, • Ability to remain calm under stressful conditions, • High ethical standards with proven ability to handle highly confidential and sensitive information, excellent judgment, discretion, and diplomacy, • Excellent written and verbal communication skills, • Valid New York Guard Card, • HR 218 LEOSA Qualified, • NYC CCW/Armed Guard Card, • Experience providing executive protection and secure driving to high-net worth client/family offices, • Experience providing protective services to families/young children, • Defensive Driving and/or Emergency Vehicle Operator Course Certifications, • Executive Protection and/or Tactical training This role is performed at a client site that requires certain vaccinations, which may include: • Flu vaccine (seasonal), • MMR (measles, mumps, rubella), • Tdap (to reduce the risk of pertussis/whooping cough), • COVID vaccine (current recommended schedule) COMPENSATION & BENEFITS • The HSA medical plan covers 100% of the premium for employee-only coverage. The PPO medical plan requires an employee contribution for employee-only coverage. For both plans, Concentric covers a substantial portion of the premium for dependents., • Concentric also offers an HSA employer contribution, • Medical FSA, • Employer-paid insurance: life, STD, LTD, and AD&D, • 401 (k) including employer match, • 11 paid holidays, • Paid leave (vacation, sick, parental), • Annual Health & Wellness Benefit, • Pet Insurance, • National discount employee program, • Employee Assistance Program for personal needs, • Credentity Protection - Eclipse Digital Protection by Concentric, • Free access to our Risk Intelligence Dashboard and GEAR App. Providing 24/7 access to trusted risk intelligence and remote support, helping you stay informed, prepared, and protected wherever you operate., • Dedicated Security and Intelligence Training Programs for Professional Development Concentric Advisors and SPS Global are committed to protecting the privacy and security of all applicants who submit personal information to us. You can access our GDPR and CCPA policy by clicking the GDPR button at the bottom of our career page.

Job DescriptionFirm Summary: Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client service experience to follow our established processes and prepare deliverables. Relevant skills that a Sr. Associate will be able to further develop in this role include task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded. Position Responsibilities: Leadership • Oversee team of 3-4 team members by monitoring individual workloads and goals., • Provide guidance, training and constructive feedback to team members to drive productivity., • Act as the liaison between the team and management., • Foster a collaborative and motivated team culture., • Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.Portfolio Management, • Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis., • Obtain policy values, forms, and information from insurance carriers., • Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don’t make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed., • Prepare premium invoices and policy summaries., • Prepare split dollar reporting., • Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing., • Update and maintain client information; document all client transactions., • Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner.Reporting and Analytics, • Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations, • Use Excel to prepare customized reporting for multi-life portfolios., • Create new Excel templates for scenarios not adequately covered by existing formats. Compliance:, • Understand and adhere to compliance procedures when working with variable life insurance.Communication, • Proactively communicate with internal Client Relationship Managers., • Coordinate with the Financial Analysts when advanced analytics are needed. Ideal Candidate will Possess the Following:, • 3-5 years of client service experience in the insurance industry preferred., • 2-4 years in a leadership or senior role., • Bachelor’s degree, • Industry Licenses (a plus) – Series 6, 63, Life, Accident & Health, • Proficiency in Microsoft Outlook, Word, and Excel, • Understanding of life insurance products (term, whole life, UL, IUL, GUL, VUL), • Experience with life insurance customer service, • Demonstrated leadership qualities and experience, • Problem solver; confidence to handle issues independently and judgment to escalate when needed, • Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment, • Ability to pick-up and understand new software and technology relatively quickly, • Understanding of basic financial math concepts like gross and net rates of return, gain/loss, • Understanding of estate planning fundamental (a plus), • Ability to develop and maintain positive relationships within the firm and with common outside contacts, • Strong interpersonal communications skills (both written and oral), • Willingness to accept constructive feedback, • Strong work ethic and commitment to the highest standards of excellence, • Strong sense of accountability and ownership of his or her workWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • Frequent work in the evenings and occasionally weekends, as needed to meet deadlines MhqgHstsWv

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

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