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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA 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 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. 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 Us At 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.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA 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 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. 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 Us At 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.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA 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 #LI-CITIZENS6 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. 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 Us At 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 Description Company Summary Constellation Brands is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love, pushing boundaries to think beyond today because we believe that elevating human connections is Worth Reaching For. Our Wine & Spirits Division strives to lead the high-end market with a world-class portfolio of premium and fine wines and craft spirits that reflect authenticity, passion, and uncompromising standards—from soil to glass. Our success is powered by a high-performing, entrepreneurial team that moves with agility, works collaboratively, and is driven to win while growing their careers in a dynamic, rewarding environment. Position Summary The DTC Sales Specialist plays a vital role in executing direct-to-consumer (DTC) brand events and campaigns for Constellation Brands' Wine & Spirits Division. This position focuses on managing relationships with high-net-worth clients to drive direct sales through personalized engagement and tailored offerings. The Associate will be instrumental in enhancing brand visibility and integrating the DTC team into overall brand experience programs, with a strong emphasis on achieving measurable sales outcomes at each event. This position will be accountable to assigned regions and brands, ensuring clear ownership and responsibility for driving sales and managing relationships within their designated territories or segments. Responsibilities • Revenue Generation: Establish business for recurring revenue, negotiating agreements that ensure ongoing participation in DTC events. Explore partnerships with luxury brands and venues to enhance event offerings and create a scalable model that can be replicated nationwide. Quantify sales goals for each partnership and track performance., • Client Relationship Management: Continue to build and nurture relationships with high-net-worth clients and develop private client sales alongside corporate accounts. Focus on personalized services, exclusive wine selections, and private tasting experiences, leveraging data analytics to understand client preferences and drive sales., • Event Strategy Development: Create and implement a DTC strategy playbook for in-market events that drive direct sales and build long-term client relationships. This includes outlining best practices, target demographics, sales tactics, and customer engagement strategies based on market research and customer feedback. Ensure each event has clear sales targets and strategies to achieve them., • Event Coordination: Plan and execute a calendar of experiential events, including private client and wine club-focused events that align with winemaker, distiller, and ambassador travel, as well as collaborative events with US wholesale partners. Each event should have specific sales targets and strategies to achieve them., • Collaboration with Internal Teams: Work closely with various internal stakeholders—Brand, e-Commerce, Sponsorships, Legal, Procurement, Operations, and Sales—to ensure alignment with short- and long-term business goals. Maintain clear communication regarding DTC programming, timelines, and KPIs, with a focus on sales performance., • Sales Performance Tracking: Achieve sales KPIs focused on year-over-year growth. Monitor and evaluate the effectiveness of promotional DTC programs through sales impact analysis and post-event feedback. Provide detailed sales reports and insights to inform future strategies., • Budget Management: Maintain and track budgets related to events, including invoice processing and internal reporting, to ensure financial objectives are met. Ensure that budget allocations are aligned with sales targets and outcomes., • Continuous Improvement: Foster a culture of strategic planning and teamwork to optimize brand experiences and drive sales performance. Provide recommendations to improve existing systems and programs, with a focus on enhancing sales effectiveness and achieving quantifiable results. Minimum Qualifications • Bachelor’s degree, • A minimum of 3+ years of experience in wine or spirits sales, hospitality, or luxury consumer goods, • Working knowledge of general accounting principles, budget management skills, and entry-level marketing strategies., • Excellent interpersonal, written, and oral communication skills, with a strong emphasis on customer service., • Initiative to learn and acquire new skills, along with a proactive approach to problem-solving., • Strong project management skills, with the ability to manage multiple priorities in a fast-paced environment., • Proficiency in Microsoft Excel, PowerPoint, and Word; comfortable adapting to additional software for marketing and creative design., • Willingness to travel up to 30%. Preferred Qualifications • Proven track record in high-end customer service or hospitality roles, with experience in personalized customer interactions and relationship building. Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Experience in sales, particularly in the wine or luxury goods industry, with knowledge of DTC sales strategies and e-commerce platforms., • Excellent verbal and written communication skills, with the ability to convey complex wine concepts in an engaging and accessible manner., • Familiarity with CRM software and other customer management tools, and proficiency in using online sales platforms and social media for customer engagement., • Strong organizational and multitasking abilities, with experience in managing wine inventory and logistics., • Genuine enthusiasm for wine and the wine industry, with active participation in wine-related events and communities., • Ability to handle customer inquiries and resolve issues efficiently, with creative thinking in curating personalized wine experiences for customers., • Established network within the wine industry, with the ability to leverage industry connections for customer benefit., • Alignment with the company's values and mission, with adaptability to the dynamic nature of the DTC wine market., • Takes direction and maintains a positive, can-do attitude in approach to work. Physical Requirements/Work Environment Must be at least 21 years of age. Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location New York, New York Additional Locations Job Type Full time Job Area Marketing The salary range for this role is: $77,100.00 - $113,300.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Equal Opportunity Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).

Job Description Personal Lines Account Manager Location: Jersey City, Hoboken, Union City areas Salary: $90,000-105,000 (Depending on experience and qualifications) Independent insurance agency is seeking a highly experienced personal lines account manager (personal lines CSR) to join their personal lines team! This is an in-office position, and work is within a collaborative team based environment. Requires an experienced insurance professional that is comfortable following established agency protocols. The personal lines account manager will be responsible for providing outstanding customer service to the agency's personal lines clients. The personal lines account manager will respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential new lines of coverage or increased levels of coverage to ensure clients have the appropriate amount of insurance protection. The account manager will be responsible for providing timely and professional day-to-day client service, providing new client insurance quotes across multiple carriers, and work closely with the personal lines producer and insurance company representatives. Responsibilities will include: • Support and service a wide range of personal lines accounts., • Support agency producers with customer service related tasks., • Handle incoming new business sales calls or walk-in business as needed, • Cross-sell or account rounding as needed ensuring clients have appropriate coverage, • Liaison between clients, producers and insurance company representatives., • Certificates, endorsements, binders, and first claims, • Marketing, quoting, rating of new client business and account renewals. Requirements: • New Jersey Property & Casualty Insurance License Required, • Experience with auto, home, condo, flood, renters, boat, and recreational policies, • Minimum of 10 years independent agency experience, • Experience with insurance quoting and policy updates, • Experience with account rounding/ cross-selling, • Knowledge of Microsoft Excel, Word and related software, • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred., • Experience with high net worth clients is a plus All inquiries will be kept confidential

Job DescriptionInsurance Personal Lines Account Manager Location: Sparkill, NY Salary: 70K Base Salary + commissions on new business sales (Depending on experience and qualifications) Position Summary Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives. Responsibilities will include: Support and service a wide range of personal lines accounts Support agency producers with customer service related tasks. Handle incoming new business sales calls or walk-in business as needed Cross-sell or account rounding as needed ensuring clients have appropriate coverage Liaison between clients, producers and insurance company representatives. Certificates, endorsements, binders, and first claims Marketing, quoting, rating of new client business and account renewals. Requirements: Property & Casualty Insurance License Required Experience with auto, home, boat, and recreational policies Minimum 3-5 years Independent Agency experience Experience with insurance sales Experience with account rounding/ cross-selling Knowledge of Microsoft Excel, Word and related software Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred. Experience with high net worth clients is a plus All inquiries will be kept confidential

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR EEOKckjbYy

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 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 their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

Job DescriptionPersonal Lines Account Manager Location: Tappan, NY Salary: 50-70K Base Salary + commissions on new business sales (Depending on experience and qualifications) Position Summary Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives. Responsibilities will include: Support and service a wide range of personal lines accounts Support agency producers with customer service related tasks. Handle incoming new business sales calls or walk-in business as needed Cross-sell or account rounding as needed ensuring clients have appropriate coverage Liaison between clients, producers and insurance company representatives. Certificates, endorsements, binders, and first claims Marketing, quoting, rating of new client business and account renewals. Requirements: Property & Casualty Insurance License Required Experience with auto, home, boat, and recreational policies Minimum 3-5 years Independent Agency experience Experience with insurance sales Experience with account rounding/ cross-selling Knowledge of Microsoft Excel, Word and related software Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred. Experience with high net worth clients is a plus All inquiries will be kept confidential

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

Job Description ABOUT PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

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

Acct Mgr - High Net Worth Personal Lines - New Rochelle, NY Insurance Account Manager Customer Service High Net Worth Personal Lines Homeowners Boats Yachts Aircraft Auto Collections Fine Art Personal Excess Liability Personal Property Umbrella _. CONSIDERED EXPERIENCE INCLUDES: Insurance Account Ma

Job Description Title: Vice President of Philanthropy Salary: $170,000 – $190,000, with bonus eligibility Please Note: Due to our holiday closure, applications submitted during this period will not be reviewed until the first week of January. We appreciate your patience and understanding. About The James Beard Foundation: The James Beard Foundation(“JBF”) is a vital cultural institution with deep roots honoring and advancing the culinary arts industry. JBF’s mission is to celebrate, support, and elevate the people behind America’s food culture and champion a standard of good food anchored in talent, equity, and sustainability. As a 501(c) (3) national non-profit organization, JBF brings its mission to life through the annual James Beard Awards, industry and community-focused initiatives and programs, advocacy, partnerships, and events across the country. Position Overview The Vice President of Philanthropy is a highly visible senior leadership role responsible for driving JBF's comprehensive fundraising strategy. This position requires an experienced frontline fundraiser who will personally cultivate major gifts while managing a team of five and overseeing all philanthropic revenue streams, including major gifts, institutional giving, annual giving, fundraising events, and membership. Reporting to the Chief Growth Officer, this role collaborates closely with the CEO, Board of Trustees, and senior leadership to achieve ambitious financial goals and advance organizational priorities in a fast-paced environment. The VP will represent JBF externally at a wide variety of events across the country. Responsibilities Strategic Leadership & Revenue Growth • Develop and execute an annual strategic fundraising plan to achieve current budget of $8M, with a goal of building sustainable renewable support to $10-12M within 3-5 years, • Serve on and collaborate with the Senior Leadership Team, fostering a culture of philanthropy across all departments, • Design and lead a capital campaign to raise between $5-10M for the historic James Beard House on West 12th Street, in partnership with Executive Leadership, the Board, and consultants to be retained, • Develop and manage an annual departmental budget and regularly present financial performance to the CGO, CEO, and Board Major Gifts & Donor Relations • Build the Major Gifts program and personally manage a portfolio of prospects and donors at the 5-, 6-, and 7-figure level through strategic identification, cultivation, solicitation, and stewardship, • Ensure rigorous donor research and moves management systems to secure new and renewed major gifts, • Partner with the CGO, CEO, and Board to maximize their effectiveness as organizational ambassadors and fundraisers Institutional Giving • Expand JBF's foundation and corporate funding pipeline through relationship cultivation; oversee the Director of Institutional Giving in developing compelling proposals and impact reports, • Ensure grant compliance and timely reporting to institutional funders Board & Committee Engagement • Staff and drive agenda for the Board’s Development Committee, including fundraising strategy, trustee giving and engagement, campaign updates, and quarterly reporting, • Coach and support trustees in their individual fundraising efforts Team Leadership & Development • Manage, mentor, and develop a high-performing team of 5 development professionals, with a commitment to ensuring best practices in fundraising, • Establish departmental systems, policies, and metrics to track progress toward strategic goals, • Foster a collaborative, accountable team culture with emphasis on professional growth To be effective in this role, key core competencies and personal characteristics include: Core Competencies • Relationship Building: Exceptional ability to establish trust and cultivate meaningful relationships with diverse stakeholders, including high-net-worth individuals, foundation officers, board members, and colleagues, • Strategic Thinking: Ability to develop innovative fundraising strategies aligned with organizational mission and market opportunities, • Communication Excellence: Outstanding written, verbal, and presentation skills; comfort representing the organization at public events, • Analytical Skills: Strong critical thinking, problem-solving abilities, and data-driven decision-making, • Emotional Intelligence: Diplomatic, persuasive, and able to navigate complex organizational dynamics with discretion, • Adaptability: Entrepreneurial mindset with ability to thrive in ambiguous, fast-paced environments, • Collaboration: Player-coach mentality; willing to work cross-functionally and support team efforts at all levels Requirements • Minimum 12 years of progressive nonprofit fundraising experience, including at least 5 years in leadership roles, • Proven track record personally securing 6- and 7-figure gifts, • Experience managing or playing a leadership role in a capital or comprehensive campaign, • Demonstrated success building and managing high-performing development teams, • Proficiency with CRM databases, particularly Salesforce, • Strong budget development and financial management skills, • Genuine passion for JBF's mission and the independent food and beverage industry, • Integrity, professionalism, and sound judgment, • Resilient and solutions-oriented under pressure, • Flexibility to attend frequent evening events and travel 1-2 times per month (typically 1-2 nights per trip) The submission of a resume and cover letter is a requirement for all applicants for this role. An application will not be considered without a cover letter. Benefits JBF offers its employees a dynamic work environment with benefits including medical, dental, and vision coverage for employees and their dependents; life insurance; flexible spending account; commuter benefits; retirement savings; employee assistance program; tuition reimbursement/ professional development; and generous paid time off. We also offer fertility planning support and up to 18 weeks (about 4 months) of paid parental leave. Additional perks include staff events, tickets to events at Platform by JBF (Pier 57), and much more. The Foundation currently works on a hybrid schedule that requires employees to be in our NYC office 2 days per week. This position is not eligible for relocation.

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., • Give each project a clear designated budget for 2026 (e.g. Belong Benches, Flagship Belong Circles, Belong Center Blueprint, Community of Practice)., • 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. 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 BC’s Community of Practice 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. Operational Leadership & Project Management • Drive end-to-end operational excellence for Belong Center projects, 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, Belong Blueprint launch), positioning Belong Center as a leader in the field. 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 Independent Retail Insurance Agency Long Island, NY that has been in business for over 40+ years is seeking a dynamic and experienced Personal Insurance Account Executive. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of personal insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 3 Years of experience preferred in personal insurance, • Experience with standard market and high net worth personal lines home, auto, umbrella coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively, • Experience with multiple insurance carriers preferred, • Role is onsite during training with flexibility of hybrid/remote after training

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 Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You · Two or more years of client-facing experience · FINRA Series 7/63 and 65 or 66 · Experience in Center of Influence marketing · Excellent communications and persuasion skills · Self-motivated, high energy · Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Flexible spending account, • Health savings account, • Military leave, • Professional development assistance, • Vision insurance Work Location: In person Company DescriptionPaulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Free food & snacks, • Health insurance Mona Shah & Partners Global (MSP Global) is a firm specializing in business investment immigration, particularly the EB-5 Immigrant Investor Program. We have a large and diverse client base representing individual, institutional, and corporate clients around the globe. We use our expertise in structuring, configuring, and preparing EB-5 projects, Direct Entrepreneur projects as well as the I-526 Source of Funds memorandum. In addition to as well as crafting immigration solutions for businesses and individuals. A knowledge of non-immigrant visas such as L-1, O-1, and E-2 is a plus. The work here at MSP Global is often challenging, high-quality, and creative. It requires someone with business acumen who can quickly adapt to this complex, nuanced, and constantly changing area of law. POSITION INFORMATION: We are seeking a candidate for the position of Associate Attorney to assist in business immigration. The preferred candidate must be detail-oriented, be prepared to tackle EB-5 compliance issues, immigration, and regulatory issues. The ability to independently research is essential. We are looking for a candidate who can thrive in a small collaborative environment. Business Immigration experience is a plus. WHAT TO EXPECT: • Business Immigration EB-5 filings, • EB-5 project assignments, • Regional Center compliance, • Drafting corporate documents, • Staying abreast of industry changes, • Research and analysis, • Writing blog posts, • Drafting request for evidence, notice of intent to deny, and motions for USCIS, • Sourcing funds (forensic accounting), • Client interaction (especially high net worth individuals as well as developers), • Handling of E-2 (non-immigrant entrepreneur investment), L-1 (intra company) and O-1 (extraordinary ability) immigration cases, • Occasional travel, • Occasional podcasting and marketing contributions, • Never a dull day in the office

Job DescriptionTax Manager We are a highly respected public accounting firm in New York City, is seeking an experienced Tax Manager with high net worth experience to join our growing team. We are known for delivering exceptional client service across a wide range of industries and providing our professionals with opportunities to thrive in a collaborative and dynamic environment. Offer Salary: $125,000 to $165,000 -PTO -Business Casual dress on Thursdays and Fridays year round -Health/Medical/Dental/Vision Insurance -Voluntary benefits such as pet insurance, legal services and supplemental Life/AD&D -Flexible Spending Accounts -401(k) plan -Employer-paid Short-Term Disability, Long-Term Disability and Life Insurance -Summer Fridays -CPA reimbursements (exam fees and review courses) -Tuition reimbursement for postgraduate studies Position Overview The Tax Manager will oversee client engagements, manage compliance and consulting projects, and serve as a trusted advisor to clients. This role involves supervising staff, reviewing work, and ensuring high-quality service while building strong client relationships. Responsibilities -Manage multiple client engagements in diverse industries. -Oversee and review federal, state, and local tax returns for HNW individuals, partnerships, corporations, and trusts -Provide tax planning and consulting services, including research on complex issues. -Supervise, train, and mentor staff and senior accountants. -Identify opportunities to improve processes and add value to clients. -Develop and maintain strong client relationships and assist with business development efforts. Qualifications -CPA license required. -Bachelor's degree in Accounting; Master's in Taxation a plus. -5+ years of progressive tax experience in public accounting. -Strong technical knowledge of federal, state, and local tax regulations. -Excellent leadership, communication, and organizational skills. -High Net Worth experience Benefits • Competitive Salary, • PTO, • Business Casual dress on Thursdays and Fridays year round, • Health/Medical/Dental/Vision Insurance, • Voluntary benefits such as pet insurance, legal services and supplemental Life/AD&D, • Flexible Spending Accounts, • 401(k) plan, • Employer-paid Short-Term Disability, Long-Term Disability and Life Insurance, • Summer Fridays, • CPA reimbursements (exam fees and review courses), • Tuition reimbursement for postgraduate studies, • Continuing Professional Education courses available in a variety of accessible formats - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/08/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Junior Litigation Associate: Post-Judicial Clerkship Practice Area: Complex Commercial Litigation Location: New York, NY (Hybrid) Candidates will receive a comprehensive benefits package that underscores our client’s commitment to associate well-being. This includes a robust retirement savings program (401(k) and Roth options), comprehensive health and wellness coverage (medical, dental, vision, life, and disability insurance with inclusive family coverage), flexible spending and savings accounts (HSA, healthcare/dependent care FSA), wellness stipends, and pre-tax commuter benefits. Associates are afforded generous paid time off with four weeks of annual vacation, in addition to personal and sick leave. The firm also offers exclusive access to financial advisory and private banking services. About the Firm: This is an elite, nationally-recognized litigation boutique, consistently ranked among the most successful firms in the Am Law 200 and celebrated for its Tier 1 national standing in high-stakes commercial dispute resolution by prestigious industry authorities. Founded on a philosophy of aggressive, results-driven advocacy, our client has cultivated an unparalleled reputation for prosecuting and defending the most complex, "bet-the-company" matters. The firm’s clients include Fortune 500 corporations, major financial institutions, and high-net-worth individuals who require sophisticated, battle-tested legal counsel. Joining this partnership presents an extraordinary opportunity to gain immediate, unparalleled experience working on headline-making matters alongside leading litigators, fostering an environment of intellectual rigor and unconstrained professional growth. Job Description: The Judicial Clerkship Track Associate will be entrusted with substantive responsibilities from the outset, acting as a pivotal force in the firm’s most sophisticated and challenging litigation matters. This role requires leveraging the unique procedural and legal acumen acquired during a federal or state judicial clerkship to immediately contribute to client success. Key functions include: conducting deep-dive legal research to inform critical case strategies; drafting and refining persuasive dispositive motions, appellate briefs, and complex memoranda; and formulating sophisticated litigation strategies. The Associate will be a primary resource for interpreting rules of evidence and procedure, assisting with witness preparation, and engaging in pre-trial discovery and motions practice. Candidates must possess the independent judgment and intellectual curiosity necessary to navigate novel legal issues and contribute meaningfully to trial advocacy both inside and outside the courtroom. This is a role for a driven professional seeking to be an integral part of the litigation team. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited Law School., • Prior or impending completion of a Federal or State Judicial Clerkship is an absolute requirement., • Admission in good standing, or ability to be admitted, to the New York State Bar., • Demonstrated record of highest academic achievement and superior legal writing ability., • Exceptional judgment, strong professional character, and superior interpersonal skills for seamless integration into team dynamics. Preferred Skills: • Participation in prestigious law school co-curricular activities, such as Law Review, Moot Court, or Trial Advocacy., • Advanced proficiency and procedural mastery in the Federal and/or New York State Rules of Civil Procedure and Evidence., • A proven capacity for creative, independent thinking and the proactive assumption of significant professional responsibilities., • An advanced legal credential, such as an L.L.M. in a specialized area of law (e.g., Securities, Antitrust, or Intellectual Property Litigation). This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment, and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

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 CPA Why Topche & Company? • We're growing and are excited to hear new ideas and a fresh perspective!, • We've built a comfortable work environment based on collaboration, flexibility and career development!, • We offer our staff an opportunity for diverse, well-rounded experience by providing projects encompassing Tax, Accounting and Auditing work., • We provide an opportunity to service mostly local high-quality clients without the bureaucracy and without the commute into NYC! Topche & Company LLC, a full-service, progressive, boutique accounting and business consulting firm located in Cranford, NJ, provides creative solutions to complex business and personal financial and tax issues. We offer the quality service of a large public accounting firm, however, what sets us apart is our creativity, our breadth of experience and close personal service. We currently have career opportunities, at multiple levels, from semi-senior to Senior Manager for high-achieving, motivated, well-rounded self-starters in public accounting to lead tax, audit and accounting engagements for closely held businesses and high net worth individuals. You will prepare or review complex business and individual tax returns, complete tax research and planning, prepare financial statements, compilations, reviews, and audits, while developing and cultivating professional client relationships. Qualifications: • Bachelor's or Master's degree in Accounting or related field, • CPA license preferred, • Ability to professionally lead accounting engagements (experienced staff) and juggle multiple priorities in a fast paced environment, • Strong communication, organizational, analytical, client service and PC skills including accounting and tax software proficiency (CCH Access or Engagement proficiency is a plus), • Resourcefulness, creativity, initiative, independent thinking and sound business judgment Compensation and Benefits: • Estimated total compensation ($70,000 - $300,000), • Medical, dental and vision insurance, • Paid time off including vacation, personal, sick and holidays, • Retirement plan, • Wellness plan At Topche & Company, we believe that our people make the difference. We offer a competitive salary, a comprehensive benefits package, complex and rewarding work, professional growth opportunity, and a friendly, comfortable, collaborative office environment. If you are seeking an excellent opportunity at a well-respected firm and are eager to learn more about becoming a key part of our team and to help grow the firm to greater heights, please submit your resume. Topche & Company LLC is an Equal Opportunity Employer.

Job Description FIRM OVERVIEW BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has 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! POSITION OVERVIEW BBR Partners is seeking a Senior Full-Stack Software Engineer to play a key role in developing our modern application ecosystem with an API-first, product engineered architecture. Your work will directly support the growing needs of our advisory, operations, and research organizations. In this role, you will collaborate with business stakeholders, data teams, and other developers to design, build, and implement robust software solutions that meet both technical and operational requirements. You'll be designing and delivering modern, scalable systems in production, under live client constraints, while strategically decoupling legacy applications that power critical asset management capabilities (e.g. Client Reporting, Portfolio Management, Trading, and Operations). You'll work alongside a team of skilled Software Engineers to build API products, own end-to-end product modules, establish engineering standards, and expand engineering rigor across the team through this transformation. This role requires technical depth, pragmatic decision-making, and the ability to operate effectively with both engineers and business stakeholders in a high-trust, fast-moving environment. RESPONSIBILITIES • Design and Build: Full-stack applications and APIs to support portfolio management, trading, and operational workflows in conjunction with technical and business teams., • Modernize Under Constraints: Incrementally replace legacy functionality with maintainable, API-backed services—without breaking production or disrupting critical client workflows; implement feature flags, rollback strategies, and validation mechanisms to ensure zero regressions., • Architect Modern Solutions: Design and expand modern web applications while incorporating best practices, focusing on maintainability, scalability, performance, and correctness for complex investment domains (securities, accounts, mandates, performance, composites)., • Integrate with 3rd Party Systems: Develop APIs and integrations with third-party asset management platforms and data providers, including market data providers (FactSet, Bloomberg, Refinitiv), execution platforms, reporting tools (Seismic, d1g1t), and portfolio accounting systems (APX)., • Maintain Infrastructure: Deploy, configure, and manage Python (Django/FastAPI) and React applications across a hybrid environment (Linux/Windows, Docker, VMs) to ensure reliable deployment and uptime; instrument services with observability tooling (Datadog) and participate in on-call rotations., • Propagate Best Practices: Introduce and enforce unified standards, unit testing, CI/CD pipelines, version control workflows, secrets management, and other development best practices to improve the team's workflow and code quality., • Collaborate with Data Teams: Partner with data engineers on versioned data contracts (dbt + Snowflake) and service integration patterns to support decoupling applications from direct database dependencies., • Technical Expertise, • 6+ years of professional software engineering experience with significant full-stack ownership and production accountability., • Proven success modernizing legacy systems under production constraints - demonstrated experience sunsetting and replacing outdated software solutions with maintainable, scalable systems., • Python web frameworks: Deep, hands-on experience building scalable services using Django, Flask, or FastAPI in production environments., • React and TypeScript: Production experience delivering data-heavy, high-trust user interfaces for complex workflows., • Relational databases: Strong expertise modeling and querying relational data (PostgreSQL, SQL Server, MySQL) with attention to schema design, performance, referential integrity, and auditability., • Cloud and infrastructure: Hands-on experience with containers (Docker), CI/CD pipelines, secrets management, and runtime observability using Datadog, New Relic, or similar platforms., • Testing mindset: Demonstrated use of unit, integration, and E2E testing frameworks (pytest, vitest, Playwright, or equivalents)., • Domain Knowledge, • Financial services experience: Background developing or supporting systems for portfolio management, trading, risk management, or wealth management operations., • Investment data fluency: Familiarity with financial data providers (Bloomberg, FactSet, Refinitiv), common identifiers (FIGI, SEDOL, CUSIP), and third-party platforms (OMS/EMS, portfolio accounting systems like Advent APX or Geneva)., • Knowledge of financial instruments, market data, and investment workflows (performance attribution, composite construction, rebalancing, reconciliation)., • Professional Attributes, • Clear communication and product sense: Ability to collaborate effectively with both technical and non-technical stakeholders; translate business needs into technical solutions without over-engineering., • Bias for pragmatism: Track record of making well-reasoned tradeoffs, favoring readable code, small iterations, and sustainable progress over perfection., • Strong collaborator: Performs thoughtful code reviews, writes clear design feedback, pairs with teammates, and helps raise engineering standards through mentoring, knowledge sharing, and consistent follow-through on team practices., • Comfort with ambiguity: Able to work independently, prioritize effectively, and operate in a dynamic environment where requirements evolve and legacy constraints are real., • Development Practices, • Experience advancing SDLC maturity - version control (Git), branching strategies, pull request workflows, and automated testing/deployment., • Familiarity with API design (REST, OpenAPI/Swagger), versioning strategies, and backward compatibility., • 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), 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. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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 DescriptionIt’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead. We’re looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Investor Relations and will be responsible for ongoing support to a wide range of clients. You will also collaborate closely with teams internally to optimize the client experience. The ideal candidate has expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry.Primary Responsibilities: • Provide ongoing support to our incredible clients, who range from individuals to family offices to financial advisors to funds to institutional investors. You’ll handle a wide variety of questions in a timely, friendly, and accurate manner, with the goal of ensuring client satisfaction. We aim to be our client's favorite partner., • Support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes regardless of client savviness., • Support our portfolio managers by responding accurately and promptly to questions they have on investment logistics, including confirming the receipt of wires from new clients on trade days., • Support our sales team by joining calls or meetings with potential clients to discuss the onboarding process or answer product-related questions., • Collaborate with our engineers and technology team to optimize the user experience of investing and help build out internal software tools., • Help maintain important materials and records, including updating the firm-wide DDQ and the firm’s client database., • Wear many hats, contribute to many projects, and adapt to the needs of a growing organization.Role Requirements:, • Bachelor’s degree, likely in Finance, Accounting or other business-related field, though not required., • 3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields., • Very comfortable with software and proficient with Excel/Google Sheets., • Great communicator in writing and conversation, and can convey details with clarity, coherence, and warm professionalism., • Exceptional time management, organizational, and multi-tasking abilities, and you can meet deadlines and work under pressure., • Ability to create and foster meaningful relationships, with the team and with clients with a goal to understand others, to help others understand you, to enjoy interactions, to deliver on professionalism, to form career-long partnerships, and to be “best-in-class.”, • Willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to go all in on crypto., • Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious, and open-minded, inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.What We Offer:, • Compensation: $120,000-$135,000 salary + bonus, • Equity compensation as a component of all offers, • Health insurance, including dental and vision plans, • Health, Dependent Care, and Commuter Flexible Spending Accounts, • Paid Parental Leave, • Life insurance; short- and long-term disability plans, • Company funded 401(k) plan, no matching required, • Unlimited PTO, • 10 paid company-wide holidays, • Office spaces in San Francisco and New York, • Meals and snacks provided in the office, • Paid company cell phone, • Bitwise “Buddy” program (30-day new-hire success program), • Annual birthday and anniversary gifts, • Company-wide events including the annual holiday party

Job DescriptionCivil Litigation Associate - Premium Disputes Firm Location: NY + Major U.S. Markets Experience: 3-6 Years Salary Range: $260,000 - $420,000 + Discretionary Bonus Think Conventional Litigation is Dead? You're Right. We're not your typical law firm. While others chase billable hours, we solve impossible problems. While they practice law, we practice warfare—intellectual warfare that dismantles opponents and delivers victories our clients didn't think were possible. What We Do (And Why It Matters) High-Stakes Disputes That Matter: When Fortune 500 companies, governments, and ultra-high-net-worth individuals face their most critical legal battles, they call us. Criminal defense, regulatory enforcement, internal investigations, complex commercial litigation, class actions, judgment enforcement, asset recovery—if it's sophisticated and the stakes are astronomical, we're there. Global Reach, Local Impact: Our cross-border teams operate seamlessly across continents. When Latin America explodes with opportunity, when Middle Eastern markets shift overnight, when China presents new challenges—we're already there, already ahead, already winning. Who We Want (No Mediocrity Allowed) The Non-Negotiables: • JD from ABA-approved law school (2019-2022 graduation), • Exceptional writing, drafting, and editing capabilities, • Intellectual aggressiveness balanced with strategic thinking, • Judicial clerkships and trial experience (serious advantage), • Proven ability to think beyond conventional legal solutions, • Comfort with ambiguity and complex, evolving situations Immediate Value Creation: No document review purgatory. No "paying dues." From day one, you're solving real problems for real clients with real consequences. Unparalleled Training: The legal products we deliver are cutting-edge because they have to be. Our training evolves constantly, keeping you ahead of market trends and legal innovations. Career Trajectory: Our alumni lead major corporations, sit on federal benches, and run government agencies. This isn't just a job—it's a launching pad. The Culture (Not for Everyone) We admit it: our approach isn't traditional. We demand intellectual rigor, creative problem-solving, and the ability to collaborate across time zones and cultures. We expect you to think one step ahead, to address clients' entire problems, not just their legal issues. What We Offer: • Non-hierarchical environment where ideas matter more than seniority, • Unlimited support and resources to achieve excellence, • Diverse, inclusive teams that generate breakthrough solutions, • Intellectual curiosity that drives constant learning, • Ability to balance civility with aggressive advocacy, • Comfort with high-pressure, high-visibility situations You'll work with teams that include former prosecutors, ex-government officials, industry specialists, and cultural experts. You'll argue in courts across multiple jurisdictions, negotiate with regulators in different countries, and develop strategies that account for political, economic, and legal variables most lawyers never consider. Application Process (Straightforward, No Games) We read every application carefully. We make decisions based on merit, potential, and fit. Come prepared with a clear understanding of our work, our values, and your career objectives. Required Materials: • Cover letter explaining why this role aligns with your goals, • Resume highlighting relevant experience, • Law school transcript Apply now and discover what happens when exceptional legal talent meets unlimited opportunity.

Job Description Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Our partner firm, RRBB based in Somerset, NJ is hiring! We are seeking an experienced and strategic Tax Manager to lead tax engagements for a diverse client base, including closely held businesses and high-net-worth individuals. This is a leadership role that blends technical expertise, team development, and client relationship management. Responsibilities: * Lead and manage the review of federal and state tax filings for partnerships (Form 1065), S corporations (Form 1120S), high-net-worth individuals (Form 1040), fiduciary trusts (Form 1041), and estate tax returns (Form 706), including multi-state and composite filings. * Oversee the conversion of client trial balances into tax workpapers, ensuring proper treatment of timing differences and Schedule M adjustments. * Conduct and supervise in-depth tax research and analysis on complex issues related to federal, state, and local income taxes, sales/use tax, and international reporting requirements. * Provide guidance on FBAR (FinCEN 114) compliance, including foreign account analysis and coordination with clients on reporting requirements. * Collaborate with partners and clients on proactive tax planning strategies, entity structuring, and risk mitigation opportunities. * Mentor and develop junior and mid-level staff, providing technical training, detailed review feedback, and ongoing performance coaching. * Support business development by building client relationships, identifying new service opportunities, and contributing to proposal development when needed. * Monitor changes in tax laws and regulations to ensure client compliance and identify opportunities for planning and savings. * Ensure deadlines are met with a high level of quality and adherence to firm standards. Qualifications: * CPA designation required. * Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation a plus. * 7+ years of public accounting experience with increasing responsibility, including prior management of staff and engagements. * Strong technical knowledge in flow-through entity and individual taxation, with multi-state and high-net-worth exposure. * Proven leadership and team management skills. * Proficient in tax research tools (e.g., RIA Checkpoint, CCH, BNA) and tax preparation/review software (e.g., UltraTax, ProSystem fx). * Excellent communication and interpersonal skills for effective client and team interactions. * Ability to manage multiple priorities and deadlines in a fast-paced environment. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $135,000.00-$165,000.00 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-KC1

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job DescriptionCompany Description WHO IS AIR CHARTER SERVICE Air Charter Service (ACS) is a leading aircraft charter company that provides passenger and cargo aircraft charters worldwide. To put it simply, we are the middle person between the clients and the operator. Our Sales Consultants manage the full travel/sales cycle so all our clients have to do is fly! Our clients consist of high-net-worth individuals, CEOs, celebrities, the rich and famous, and many more! With offices across the globe, including North America, South America, Europe, CIS, Africa, the Middle East, Asia, and Australasia, ACS offers personalized charter solutions using local knowledge. ACS is a rapidly growing company, generating over $1 billion in revenue and arranging more than 25,000 charter flights annually. Job Description A DAY IN THE LIFE • Draft, negotiate, and finalise a broad range of commercial contracts with U.S. and international counterparties., • Provide clear, practical advice to business stakeholders, balancing legal risk with commercial opportunity., • Act as the first point of contact for legal queries from the offices in North America, collaborating with senior management and escalating issues as appropriate., • Support cross-border transactions and projects, working closely with colleagues in London and across other international offices., • Contribute to the development of legal processes, playbooks, and templates that will enhance efficiency and consistency across the department., • Engage with compliance, governance, and risk management initiatives as the department expands. Qualifications WHAT DO WE LOOK FOR • Contract drafting and negotiation experience (preferred), • Strong written and verbal communication skills, • Ability to work independently and collaboratively with attorneys, sales staff, administrative staff and senior management, • Strong attention to detail and organizational skills, • Excellent communicator to all organization seniority levels, • Comfortable with working under pressure and managing multiple priorities, • A creative, problem-solving mindset, with demonstrated ability to turn ideas into products or actions, • Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, • Previous exposure to the sales bids process and previous experience with using a contract management system or other legal software., • Minimum of 3 years of legal experience, with prior in-house legal role/experience required., • Admitted to the New York State Bar (or in another state); equivalent legal experience considered Additional Information TRAINING & TRAVEL • Award-winning professional training and one-on-one mentoring, • International training based in our London HQ for approximately one month., • Dynamic and fast-growing company, • Modern office with luxury amenities in the RXR Plaza, • Balance between independent and team-oriented work, • $120K-150K USD annual salary, • Clear path for career advancement, • Affordable health, dental and vision insurance plans, • 401K retirement savings plan with generous employer match!, • Life insurance, • Paid maternity/paternity leave, • 20 days to start vacation time and more earned each year, • Paid sick time, • 12 paid public holidays Diversity & Inclusion: Air Charter Service Inc. is proud to be an Equal Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. WHAT ARE THE NEXT STEPS? Submit your resume to us today and a member of our recruitment team will be in touch!

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 Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership • Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives., • Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation., • Collaborate with senior leadership to support digital transformation and innovation., • Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs., • Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy., • Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency., • Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring., • Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners., • Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery., • Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365, • Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels., • Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure., • Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment., • Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks., • Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC)., • Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner., • Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement., • Develop and manage infrastructure budgets, forecasts, and capacity planning., • Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert, • Cybersecurity certifications i.e. CISSP, CISM, CCSP, • Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher), • Windows 11, • Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer), • Configuration Management technologies i.e., Ansible, Puppet, Chef, • Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx, • Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper), • VMware in multiple host environments, • Remote desktop technologies (Citrix, VPN, VDI), • Programming/scripting skills in Python, Bash or PowerShell, • Cloud Services with preferred Azure, • M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies), • Strong understanding of networking and routing, • Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus, • Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik, • EDR software, DLP Software, and Micro segmentation software, • CSPM, SSPM, • TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN, • A bachelor's or advanced degree in computer science, business information systems, or other computer related degree, • 10+ years' experience helping to transform IT infrastructure, • Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps, • Leadership experience in directing, leading, and mentoring IT professionals, • Familiar with Zero Trust architectures and cloud-native security best practices, • Solid project management skills and the ability to manage multiple projects concurrently, • Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner, • Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes, • Ability to effectively deal with work pressure, and maintain a composed and calm attitude, • Ability to evolve and quickly learn bleeding edge technologies, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & 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 growth opportunities., • Volunteer opportunities and gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. 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 175,000 and 275,000 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. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionSimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES • SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity, • SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds, • SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners, • SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners, • SimpleSPACES: Shared Warehouse Spaces, • SimpleAID: Litigation Funding, • SimpleAXCS: Family Office Passive Investments, • SimpleCORE: Family Office Legacy Commercial Real Estate We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: • Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. • Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals., • Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow., • Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts., • Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations., • Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile., • Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements • Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred., • Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital., • Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships., • Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills., • Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams., • Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job Description This position is located in Fairfield, NJ. Relocation or commute is required. Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice. Pay: $100,000.00 per year $5,000-$10,000 signing bonus Benefits: • 401(k), • Continuing education credits, • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Health savings account, • Mileage reimbursement, • Paid time off, • Professional development assistance, • Travel reimbursement, • Vision insurance Job Type: Full-time, Monday-Friday Experience: Public Accounting: 10 years (preferred) Responsibilities: · Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience. · Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus. · Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis. · Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms. · Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards. · Preparation and review of high net worth individual and small to medium size business tax returns · Knowledge in gift, estate and tax-exempt entities a plus · Professionally manage all aspects of the client relationship · Prepare financial statements and assist in providing necessary adjustments to clients accounting systems. · Client communication and supervising firm staff · Offsite work at the client’s location Other Requirements: · Active CPA License with 10+ years of small to mid-size firm experience · Excellent verbal and written communication skills · Strong analytical and time management skills · Willingness to travel to clients · Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products · Master’s degree in accounting or taxation is a strong plus #hc159998

Job DescriptionBenefits: • 401(k), • Health insurance, • Paid time off, • Competitive salary, • Opportunity for advancement POSITION INFORMATION: Mona Shah & Partners is looking for a paralegal with an organized mind and multitasking ability. The candidate must be reliable, attentive to details, and work effectively with minimal supervision. We are seeking a candidate with experience in Immigration law. The preferred candidate must be able to pay attention to detail, be prepared to research, and be immersed in this nuanced field of law. Previous experience in consular processing, adjustments, and business immigration is highly preferred. We are looking for a candidate who can thrive in a small, collaborative environment. Bookkeeping experience is a plus! WHAT TO EXPECT: Assist with Immigration EB-5 filings. Drafting RFCs, RFEs, NOIDs, and MTRs for USCIS. Handling Adjustment of Status/NVC cases. Communicate with USCIS, NVC, Consulate for any client issues. Sourcing funds (forensic accounting). Client interaction (especially high net worth individuals as well as developers). Occasional handling of EOIR, E-2, L-1, O-1, H-1B, and other business nonimmigrant cases. Never a dull day in the office! JOB DUTIES: Assist with client intakes to obtain relevant case information Conducting legal research for cases Coordinate with clients to gather documents, complete forms, review, and provide case status, etc. Drafting correspondence to clients, courts, USCIS, NVC, attorneys, etc. Preparing cases for submission (Printing and assembling documents, scanning and saving, and organizing mail delivery) Handle administrative tasks such as filing papers, answering telephone calls, and maintaining and organizing reference files Maintaining the attorneys schedule, database, and calendar . Review files regularly, consult with the attorney, and prepare regular status reports Writing skills required . Experience in Bookkeeping is a plus Job Type: Full-time Pay: $65,000.00 - $85,000.00 per year Benefits: 401(k) Health insurance Paid sick time Paid personal and vacation time off Professional development assistance Schedule: Monday to Friday 9:30am-6pm Work Location: In person

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 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, judgment, and a partner-level mindset. 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., • 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.

Job DescriptionTax Partner Opportunity with Manhattan Firm This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $250,000 - $500,000 per year A bit about us: We take pride in our work, making it our goal to live up to our reputation of capability, capacity, and credibility. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us. Our brand is built on a foundation of open communication and being available to our client’s priorities. Questions and thoughtful discussions on all levels are what lead to team-based dialogues. We embrace the power of the collective and harness it to solidify relationships, both within our team and our client relationships. This allows us to provide large, national firm service while maintaining the personalized commitment of a small, local firm. We push your financial goals forward so your future is within reach. Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! • Meaningful Work!, • Competitive Compensation Package!, • Health, dental, life, and optional vision insurance starting the 1st of the month after hire, • PTO & extended sick leave, • Paid holidays including a Personal Observance Day, • 401(k) Job Details Qualifications: CPA preferred but EA considered Requires expertise with High Net Worth Individuals and closely held businesses Exceptional client service skills leading to the highest quality of execution and delivery of client engagements Strong leadership and staff development skills for coaching a client service team Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor Excellent problem solving, organizational, and analytical skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Bermuda, one of the world’s foremost international financial centers. As a Corporate Tax Manager, you will help clients navigate the complexities of U.S. tax compliance and advisory services in areas such as property and casualty insurance, hedge funds, private equity, and international executive taxation. This role offers a blend of hands-on client work, leadership, and team development responsibilities. This position offers the potential to be elevated to a Senior Manager role, subject to experience and at the discretion of our client. Key Responsibilities • Oversee and review the preparation of U.S. income tax returns for clients, focusing on specialized areas like property and casualty insurance, hedge funds, and private equity funds., • Provide expert advice on U.S. foreign reporting requirements to ensure clients meet their compliance obligations., • Manage and mentor tax staff, fostering their professional growth and ensuring quality service delivery., • Assist in the growth and strategic development of the U.S. Tax practice., • Collaborate with multidisciplinary teams to address complex tax issues and deliver innovative client solutions., • Monitor regulatory changes and emerging trends to proactively address client needs. About You The ideal candidate will have: • At least 5 years of experience in U.S. taxation, preferably in public accounting or professional services., • Professional qualifications such as Enrolled Agent (EA), LLM, CPA, ACA, ACCA, or CA., • A strong understanding of U.S. tax compliance and advisory requirements for corporate entities and high-net-worth individuals., • Excellent analytical and problem-solving skills, with attention to detail., • Strong leadership abilities, including the capacity to manage and mentor team members effectively., • Flexibility to manage tight deadlines and handle overtime during busy periods. Benefits • Competitive remuneration package aligned with your qualifications and experience., • Hybrid working conditions with an open-door policy and opportunities for international secondments., • Comprehensive benefits, including medical and pension schemes., • Flexible vacation policy and access to health and wellbeing initiatives., • Potential for on-site gym memberships and participation in a well-established corporate social responsibility program. Why Bermuda? Bermuda is a sought-after destination for professionals seeking career advancement and a unique lifestyle. Known for its thriving financial services industry, tax-neutral environment, and natural beauty, Bermuda offers an unparalleled professional and personal experience. • Enjoy a vibrant, multicultural professional community., • Benefit from no personal income tax., • Access world-class amenities, outdoor activities, and a relaxed island lifestyle. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured, your application will remain completely confidential, and we will only share your CV with the hiring company after obtaining your permission. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes. We are committed to protecting your privacy and will not disclose your information to third parties without your consent.

Job Description Orbiss Inc. is a tax and accounting firm specializing in business growth in the United States. Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market. With a focus on personalized solutions, Orbiss offers fully tailored support for our clients’ cross-border tax, accounting, and consulting needs. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission. At its core, Orbiss is an innovative, modern, young firm that believes an old industry can still learn new tricks. We prioritize the development of our people and are dedicated to guiding you through the learning process. As a Tax Associate you will be responsible for: • Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff., • Mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M., • Participation in tax planning and consultation process for clients through close collaborations with tax lawyers and wealth management firms. If you have: • Education:, • At least a bachelor's degree in accounting, finance, a related field or working towards completion, • Entry-Level Experience:, • At least 1-2 years of general tax or accounting experience to build a foundation in taxation, • Technical skills:, • Be adept at using tax software and accounting tools, such as international tax compliance software and Microsoft Excel, • Develop the ability to identify and address complex international tax issues and propose practical solutions, • Soft Skills:, • An appeal to work in autonomy but with taste for team' spirit., • An ability to respect deadlines or communicate in advance if not doable., • Collaborate with colleagues from various departments within the organization to provide holistic solutions to clients., • Uphold high ethical standards and maintain client confidentiality., • Continuously Eager to Learn, • Exercises Professional Skepticism, • Exceptional Communication Skills, • Working towards CPA is a plus., • Health Insurance paid 100% with HSA and FSA available., • 401(k) plan with a 100% match up to 6% after 3 months., • Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken)., • Transportation program (Commuter Benefits, CitiBike membership offered)., • Flexible remote policy, working from our offices (NYC, Miami, Boston, San Francisco, Austin)

Job Description This position is located in Fairfield, NJ. Relocation or commute is required. Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice. Pay: $100,000.00 - $200,000.00 per year $5,000-$10,000 signing bonus Benefits: • 401(k), • Dental insurance, • Disability insurance, • Health insurance, • Paid time off, • Vision insurance Job Type: Full-time Education: Bachelor's (Required) Experience: Accounting: 10 years (Required) License/Certification: CPA (Preferred) Responsibilities: · Preparation and review of high net worth individual and small to medium size business tax returns · Knowledge in gift, estate and tax-exempt entities a plus · Professionally manage all aspects of the client relationship · Prepare financial statements · Auditing experience a plus · Client communication and supervising firm staff · Offsite work at the client’s location Requirements: · Active CPA License with 15+ years of small to mid-size firm experience · Excellent verbal and written communication skills · Strong analytical and time management skills · Willingness to travel to clients · Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products · Proficiency UltraTax a plus · Master’s degree in accounting or taxation is a strong plus Competitive wages and benefits commensurate with abilities and responsibilities. Additional compensation for new client origination. #hc159994

Job Description CPA/Senior Why Topche & Company? • We're growing and are excited to hear new ideas and a fresh perspective!, • We've built a comfortable work environment based on collaboration, flexibility and career development!, • We offer our staff an opportunity for diverse, well-rounded experience by providing projects encompassing Tax, Accounting and Auditing work., • We provide an opportunity to service mostly local high-quality clients without the bureaucracy and without the commute into NYC! Topche & Company LLC, a full-service, progressive, boutique accounting and business consulting firm located in Cranford, NJ, provides creative solutions to complex business and personal financial and tax issues. We offer the quality service of a large public accounting firm, however, what sets us apart is our creativity, our breadth of experience and close personal service. We currently have career opportunities at the Senior level for high-achieving, motivated, well-rounded self-starters in public accounting to lead tax and accounting engagements for closely held businesses and high net worth individuals. You will prepare or review complex business and individual tax returns, complete tax research and prepare financial statements, compilations and reviews, while developing and cultivating professional client relationships. Qualifications: • Bachelor's or Master's degree in Accounting, or related field, • CPA license preferred, • Minimum of 2 plus years of recent tax and accounting experience in public accounting, audit experience a plus, • Ability to professionally lead tax or accounting engagements(experienced staff) and juggle multiple priorities in a fast-paced environment., • Strong communication, organizational, analytical, client service and PC skills including accounting software proficiency (CCH Axcess or Engagement proficiency is a plus), • Resourcefulness, creativity, initiative, independent thinking and sound business judgment Compensation and Benefits: • Estimated total compensation ($90,000 - $125,000), • Medical, dental and vision insurance, • Paid time off including vacation, personal, sick and holidays, • Retirement plan, • Wellness plan At Topche & Company, we believe that our people make the difference. We offer a competitive salary, a comprehensive benefits package, complex and rewarding work, professional growth opportunity, and a friendly, comfortable, collaborative office environment. If you are seeking an excellent opportunity at a well-respected firm and are eager to learn more about becoming a key part of our team and to help grow the firm to greater heights, please submit your resume. Topche & Company LLC is an Equal Opportunity Employer.

Job DescriptionChilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.Qualifications, • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Powered by JazzHR mHUeQTRCxM

Job DescriptionTax Senior 1040 Sr Tax Accountant - (Hybrid) Location: Fifth Avenue, NYC (hybrid 3/2) Salary: $110K-$140K base + 10-20% discretionary bonus. We're seeking a Tax Accountant with 4-8+ years of public accounting experience, including complex returns for high-net-worth individuals (Private Equity/Hedge Fund exposure preferred) and partnerships (1065, 1120, 1120S). This hybrid role is based on Fifth Avenue, NYC, with 3 in-office days per week. If you excel in complex 1040 preparation, tax planning, and client relationship management, apply now-our culture, hours, and growth opportunities are a rare find. Key Responsibilities • Prepare/review complex 1040 HNW, 1065, 1120, 1120s returns, • Perform tax research and apply current regulations., • Assist with tax audits, notices, and client file organization., • BS in Accounting (MS preferred), • CPA/EA required, • 4 - 8+ years of recent/current experience in tax return preparation, some review, • Generalist Firm - looking for experience in 1040 (complex HNW), 1065, 1120, 1120(s), • Bonus points for expertise in complex 1040 HNW, Private Equity, • $110-140k base + discretionary approx ~10-20% Bonuses, • 2 Bonuses (approx discretionary 10-20% total), • Medical Insurance (95% covered), • Traditional & Roth 401(k) with 4% Match, • Dental, Vision, Life, Long-Term Disability, • HSA, FSA, and Transportation BenefitsTime Off, • 8 Paid Holidays, • 6 Sick/Personal Days, • 16 days PTO (increases with tenure), • approx 55 hr busy season, • true 40 hr off season, • Summer Fridays (only 32 hr weeks) + November Fridays (only 32 hr weeks)Professional Growth, • CPA Exam Support (study time + paid time off), • Educational Assistance, • Rewards for CPA Certification - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 11/21/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description We are working with a prestigious global accountancy firm, recognized as one of the "Big 4," providing a wide range of audit, tax, and advisory services to clients around the world. Their Caribbean tax team is rapidly expanding, and they are seeking a Senior Tax Manager to join this dynamic and growing team. This is an exciting opportunity to work with a diverse client base, including major hedge funds, private equity firms, insurance companies, and high-net-worth individuals. The role involves providing expert tax guidance, particularly around U.S. tax reporting and local tax compliance, including Economic Substance, Pillar 2, VAT, and AEOI (FATCA/CRS). Role and Responsibilities: • Assist the Tax Partner in managing client portfolios, offering tax advisory and compliance services., • Supervise the preparation of U.S. income tax returns, with a focus on specialized areas like insurance, international taxation, hedge funds, and private equity funds., • Stay up to date with local tax laws and regulations, ensuring clients are compliant with economic substance, VAT, AEOI, and other applicable regulations., • Manage and mentor tax staff, ensuring accurate and timely delivery of tax services., • Support the growth and development of the tax practice, fostering client relationships and driving business development. Requirements: • CPA, EA, or legal professional designation (LLM in Tax)., • At least 6-8 years of experience in U.S. taxation, with expertise in asset management or insurance., • Strong knowledge of U.S. federal income tax returns for partnerships and corporations., • Experience in U.S. international tax is beneficial but not essential., • Ability to work independently and collaboratively, meeting tight deadlines and managing multiple priorities. Why the Cayman Islands? The Cayman Islands offer an extraordinary lifestyle for professionals seeking career advancement in a thriving global financial center. Known as a leading jurisdiction for fund management, the Cayman Islands combine a dynamic business environment with an exceptional quality of life. With stunning beaches, a vibrant expat community, and a business friendly atmosphere, this is an ideal location for those seeking professional growth and personal fulfillment. What’s on Offer? • Competitive remuneration package aligned with your experience and qualifications., • Flexible hybrid working environment with an open-door policy., • Opportunities for international secondments., • Emphasis on work-life balance, health, and wellbeing., • A tailored vacation scheme to suit your personal needs., • Comprehensive medical and pension plans., • On-site gym membership., • Participation in a well-regarded corporate social responsibility program. Key Highlights Include: • No direct income taxes: Enhance your earnings while enjoying a tax-free personal income environment., • Year-round warm climate and stunning beaches., • Access to an array of leisure activities, including water sports, fine dining, and rich cultural experiences., • A high-growth, stable economy with opportunities to collaborate with top-tier clients. Confidentiality Statement: At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job DescriptionTax Director If you are a Tax Director with experience, please read on! We are a Massachusetts-based certified public accounting and consulting firm. We offer accounting, tax, auditing, and business consulting services to clients on a local, national, and international scale.What You Will Be DoingAs the Tax Director, you will provide tax planning and compliance services, conduct multi-state tax filings, perform tax accruals, and manage a portfolio of clients. You will also train and mentor tax associates.What You Need for this Position- At least 5+ Years of Experience • Relevant Industry Degree, • Active CPA, • Tax Manager, • Public Accounting, • Tax planning for high net worth individuals, estates, and trusts, • Multi-state tax filings, • Tax accrualsWhat's In It for You- Competitive Base Salary: $100k - $140k, • Remote Work Model, • Capped Busy Season Hours, • Medical, Dental, Vision, • Life and Disability Insurance, • PTO, • 401k Match, • Paid HolidaysBenefits- Vacation/PTO, • Medical, • Dental, • Vision, • 401k All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

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 DescriptionDescription: About The Company: About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. PCS offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built. PCS employs approximately four hundred staff members. The company has offices in New York, NY, St. Petersburg, FL, and Schaumburg, IL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Producing Strategic Relationship Manager will report directly to the Sales Leader and will be responsible for driving new business growth, expanding PCS’s presence in the high-net-worth (HNW) market, and managing client relationships. This role will focus on developing new accounts, deepening new and existing relationships and delivering a premium advisory experience. The successful candidate is a motivated sales professional who thrives in a client-focused environment, can influence key stakeholders, and consistently delivers tailored insurance solutions that protect the lifestyle and assets of HNW individuals. Success is measured by consistent growth, exceptional client experience, and disciplined pipeline execution. Key Responsibilities: Relationship Management & Education o Execution of broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities. o Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources. o Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools. Business Development & Sales o Drive new opportunities through prospecting, networking, referrals, and digital engagement. o Identify and target opportunities with high-net-worth clients and strategic distribution partners. o Execute business development strategies to achieve assigned sales and revenue targets. o Handle select inquiries end-to-end and close business compliantly. Partnership Development o Collaborate with brokers, agents, and distribution partners to increase PCS product adoption. o Represent PCS in industry events, webinars, and virtual meetings to build brand awareness. o Deepen PCS’s reach in the HNW market with strategic outreach and enablement efforts. Pipeline, Performance & Compliance Management o Manage sales pipeline and accurately report progress using Salesforce and other CRM tools. o Track and report on production metrics, conversion, cycle time, revenue growth, and account retention. o Consistently meet or exceed performance goals aligned with PCS’s distribution strategy. o Uphold compliance standards (e.g., licensing, recordkeeping, TCPA/Do-Not-Call) and documentation best practices Collaboration o Partner with PCS underwriting, service, marketing, and distribution teams to deliver premium client experience. o Partner with leadership to refine strategies that align with market and distribution strategy. o Share structured market feedback and insights on industry trends, client needs, and competitive positioning. Qualifications & Skills: Experience: o 5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth. o Demonstrated ability to generate new business and achieve revenue growth targets. o Active Property/Casualty License Skills: o Advanced consultative selling and negotiation attributes – from initial discovery and solution design to close and onboarding. o Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals. o Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas). o Clear, compelling written and verbal skills; confident presenter in both personal and small executive settings as well as webinars. Proficiency in AMS/CRM platforms digital quoting/rating platforms, e-signature, virtual presentation tools, and spreadsheets (Excel/Sheets). Location preference: Ideally, the candidate is within a reasonable commuting distance of a PCS office to support occasional on-site collaboration; however, this role may be remote or hybrid based on business needs and candidate fit. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status. Requirements: