High net worth insurance jobs in New York, New York - Page 2Create job alerts

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 Description SR ASSOCIATE – ANALYTICS ENGINEER, CLIENT INTELLIGENCE 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 25 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 an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale. Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients. RESPONSIBILITIES Analytics Engineering • Design and build data pipelines using Airflow and dbt to automate client reporting processes, • Develop API wrappers and services for client-specific data access and configuration management, • Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics, • Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms, • Implement data quality checks and validation frameworks for client-facing deliverables, • Partner with our Software Development team to build highly tailored applications to drive analytics, • Translate Advisory team requirements into technical specifications and scalable solutions, • Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains., • Develop client-facing metrics and analytics using Python and Jupyter notebooks, • Support ad-hoc analysis requests from Advisory team when needed, • Integrate with third-party SaaS platforms (including Seismic) to deliver client materials, • Establish patterns and best practices for maintainable, scalable client reporting solutions Technical Skills • 3-5+ years of experience building production data pipelines and automation, • Strong proficiency in Python for data engineering and analysis, • Experience with modern orchestration frameworks (Airflow strongly preferred), • Advanced SQL skills and experience with data transformation tools (dbt strongly preferred), • Familiarity consuming data via API (REST) endpoints, • Familiarity with cloud data warehouses (Snowflake preferred), • Experience integrating with or configuring enterprise SaaS platforms, • Background in financial services, wealth management, or client-facing analytics, • Experience with BI/visualization platforms (Power-BI, Tableau), • 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.

Maxis Investigations provides professional investigative services to law firms, insurance carriers, corporations, and high-net-worth individuals in New Jersey and New York.Led by Chief Investigator Matt Tintle, the firm brings over a decade of private-sector expertise to address complex cases.Specia

Client Service Associate 12 Month Contract (Possible Extension) Location: Hybrid (Client located in New York, NY) Max Pay Rate: $29/Hr. (W-2) The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience. Key Responsibilities and Duties Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant company business partners • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements), • Assist team members to ensure ongoing client contractual obligations are being met, • Support the fulfillment of ad-hoc client inquiries and requests, • Facilitate and oversee client cash flow requests to ensure proper handling, • Help manage client communications to ensure timely and proactive updates are provided, • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs, • Update and maintain client and authorized third party contact information via CRM application, • Support client meeting preparation by facilitating creation of materials, • Help identify, escalate and resolve problems for any issues affecting the client experience, • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service, • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients, • Supports the completion of due diligence and client questionnaires Educational Requirements University (Degree) Preferred (Not required) You will receive the following benefits: • Medical Insurance & Health Savings Account (HSA), • 401(k), • Paid Sick Time Leave, • Pre-tax Commuter Benefit Motion Recruitment provides IT Staffing Solutions (Contract, Contract-to-Hire, and Direct Hire) in major North American markets. Our unique expertise in today’s highest-demand tech skill sets, paired with our deep networks and knowledge of our local technology markets, results in an exemplary track record with candidates and clients. Applicants must be currently authorized to work in the U.S. on a full-time basis now and in the future.

Proven experience as an Account Manager, Client Advisor, or similar role within the personal lines insurance field. Personal Lines High Net Worth Account Manager. Personal Lines High Net Worth Account Manager.

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

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Outstanding communicator with strong business instincts, • Thrives in deadline-driven environments and takes ownership of results, • Resourceful, proactive, and highly accountable, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is July and August 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Outstanding communicator with strong business instincts, • Thrives in deadline-driven environments and takes ownership of results, • Resourceful, proactive, and highly accountable, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description About the company: Ten was founded in 1998 in London, UK by Alex Cheatle and Andrew Long, driven by a clear and lasting vision: to deliver an unrivalled, personalized, and trusted service that empowers members to get the most out of life. That same commitment to excellence and meaningful service continues to guide everything we do today. The business began providing a lifestyle concierge service to just 20 members in London. As its reputation, contacts and expertise grew, Ten’s footprint and competence grew, making it one of the leading Lifestyle Management companies in the world. Today, Ten has more than 50 corporate clients- and employee-loyalty programs and runs private membership services for millions of members worldwide. Ten Lifestyle Group plc (Symbol: TENG) has been listed on the Alternative Investment Market (AIM) of the London Stock Exchange since November 2017. Our vision is to become the world’s most trusted concierge service. About the role: We are seeking a passionate, detail-oriented, and service-driven individual to join our elite team as a Dining Specialist. In this role, you will be at the forefront of crafting unforgettable culinary experiences for our discerning members. Our team of Lifestyle Managers specializes in curating bespoke travel and entertainment itineraries, and as a Dining Specialist, your focus will be on securing reservations at the world’s most sought-after restaurants and uncovering hidden gastronomic gems. You’ll work closely with our global network of hospitality partners to deliver exceptional dining experiences—from Michelin-starred establishments to exclusive chef’s tables and trending culinary pop-ups. Your deep knowledge of the food and beverage industry, combined with your flair for personalized service, will ensure our members enjoy seamless, memorable moments that exceed expectations. Success in this role means: -Delivering outstanding customer service and personalized recommendations. -Staying ahead of dining trends, seasonal menus, and industry developments. -Collaborating with internal teams and preferred suppliers to meet departmental goals. -Maintaining a sharp eye on competitor offerings and exclusive member privileges. -Thriving in a fast-paced environment where precision and timeliness are key. If you have a refined palate, a love for hospitality, and a drive to create extraordinary experiences, this is your opportunity to shine. Key responsibitilies: • Manage reservation requests for domestic and international restaurants, • Serve members primarily via telephone and email, staying on calls for their full duration to ensure continuity and personalized service., • Provide curated dining suggestions and alternatives when reservations are not possible, tailored to member preferences and account tier (UHNW vs. mass-affluent)., • Enforce standardized procedures for global Lifestyle Managers (LMs) submitting top-tier dining requests, including accurate submissions, avoidance of duplicate outreach, and timely responses., • Handle all communication with suppliers to obtain quotes or reservation details, reviewing all information before presenting it to members., • Act as a primary U.S. contact for VIP and high-touch dining requests from global offices, providing expert guidance and support., • Manage additional specialized requests requiring deep knowledge of the NYC and U.S. dining scene, including general restaurant suggestions and trend-based recommendations., • Set clear expectations with members, manage competing deadlines, and maintain ongoing communication throughout the request lifecycle., • Maintain expert-level understanding of Ten’s U.S. dining proposition and ensure consistent application across global teams, driven by a genuine passion for exceptional culinary experiences., • Stay informed on newly opened establishments, launched experiences, and developments in the assigned area of expertise, with a strong enthusiasm for the dining industry., • Represent the business externally at networking events, FAM trips, and trade shows to enhance Ten’s profile and industry relationships, showcasing your dedication to the world of dining., • Meet monthly KPIs related to sales, Net Promoter Score (NPS), and service efficiency., • Manage multiple concurrent requests and sourcing options from various suppliers, adapting to shifting priorities and completing tasks within defined timeframes. Requirements • Minimum 2 years of experience in luxury dining, hospitality, or concierge services, with deep familiarity across the U.S. restaurant landscape—especially NYC’s top-tier venues (e.g., Carbone, Tatiana, The Polo Bar)., • Expert knowledge of high-demand restaurants, including reservation policies, insider access strategies, and relationship management with elite dining partners., • Exceptional organizational skills, capable of managing requests while maintaining accuracy, timeliness, and member satisfaction., • Experience supporting high-net-worth individuals, tailoring dining experiences to their preferences, occasions, and expectations., • Excellent communication and coordination skills, with the ability to guide global Lifestyle Managers (LMs) on SOPs, escalation protocols, and member expectation management., • Proficiency in Microsoft Office Suite (Word, Outlook, Excel) and comfort with CRM systems and reservation platforms (e.g., OpenTable, SevenRooms)., • Analytical mindset, with the ability to track request volume, conversion rates, and member outcomes, and report trends to the U.S. Partnerships Manager., • Adaptability and poise under pressure, especially during off-hours and urgent requests, following defined escalation paths and SOPs., • Collaborative spirit, supporting cross-regional teams and contributing to knowledge base upkeep, training materials, and operational feedback loops. Work location - We are hiring for both offices in Las Vegas & New York (100% on site job) Additional qualifications • A passion for working in a business that places members and customer service at their core as well as commercial success., • A natural communicator who always takes the time to keep their colleagues informed and up to date and always considers the best way to tailor communication to different audiences, • Excellent English language skills, both written and spoken and any second language is always an advantage. Aside from regular Extended Health, Dental, Vision and Telehealth we have other benefits listed below: • Employee Assistance and mental wellness resources, • Travel offers from a variety of sources that allow great discounts on hotels, cruises, and rental cars. These vary by location., • 22 days of Paid Time Off your first year and maxing out at 32 days per year in your 4th year (based on a 40hr work week)., • 3 extra float days after 3 years of work., • One month off, fully paid sabbatical every 5 years of work, in addition to your Paid Time Off days., • Full catalogue of learning modules that cover a wide range of categories for personal and professional development, • Discount on Pet Insurance and a variety of other non-travel perks and discounts, • IATA card after 90 days which gives access to travel discounts, • Monetary loyalty rewards at 3yrs, 5yrs, and 10 years of service, • Working Holidays: Ability to work from any of our 23 global offices for a short period of time DE & I Statement Widespread acceptance for every person. We encourage diverse philosophies, cultures, and backgrounds. We praise diversity and are dedicated to creating an inclusive work environment for our employees. This idea ties the Ten teams together. Ten is honored to be an Equal Opportunity Employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Interest or experience in the business side of life sciences, public health, healthcare consulting, pharma, or healthcare related industries, • Outstanding communicator with strong business instincts, • Thrives in deadline-driven environments and takes ownership of results, • Resourceful, proactive, and highly accountable, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Company Equity at manager level, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • New Grad Compensation: $80,000 - $100,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus, • Experienced Candidate Compensation: $87,000 - $115,000 on average for high-performing associates. Consisting of $70,000-$76,000 base salary + uncapped monthly bonus, • Health, dental, vision insurance + 401K, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Excited to partner with top-tier consulting clients (Tier 1, Tier 2, and elite boutiques) and confident in your ability to match their pace, precision, and expectations, • Ambitious and competitive, with a drive to excel and a "no-task-too-small" mindset, • A clear, persuasive communicator with sharp business instincts and professional polish, • Thrives in deadline-driven environments and takes ownership of results, • Resourceful and self-directed, with a bias for action and accountability for results, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Company Equity at manager level, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • New Grad Compensation: $80,000 - $100,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus, • Experienced Candidate Compensation: $87,000 - $115,000 on average for high-performing associates. Consisting of $70,000-$76,000 base salary + uncapped monthly bonus, • Health, dental, vision insurance + 401K, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you'll take full ownership of projects that directly influence our clients' strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you'll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You'll Do • Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling, • Speak directly with experts and stakeholders across industries and time zones, • Deliver on tight timelines across multiple fast-moving client workstreams, • Understand business problems quickly and match them with relevant industry expertise, • Drive outcomes through sound judgment, clear communication, and relentless follow-throughWho You Are, • Bachelor's degree from an accredited institution (3.5+ GPA preferred), • 6–18 months of relevant professional or internship experience (client-facing roles a plus), • Excited to partner with leading financial institutions — private equity, venture capital, hedge funds, asset managers, and investment banks — and meet their high expectations for accuracy, responsiveness, and professionalism, • Deeply curious about how businesses and markets work, and comfortable speaking the language of finance — you read financial publications, follow deal activity, or have prior exposure to finance through internships - but you don't want to be an analyst or banker, • Brings a journalistic curiosity with commercial discipline — you ask smart questions, quickly grasp complex industries, and know how to find the right experts who can bring clarity to a client's challenge, • A strong communicator who can engage confidently with both senior clients and seasoned industry executives, • Thrives in a high-volume, time-sensitive environment, balancing speed with quality and attention to detail, • Proactive, accountable, and self-directed, taking ownership of your pipeline and outcomes, • Authorized to work in the U.S. (STEM OPT holders welcome), • Clear promotion path to People/Account Manager within 24 months, • Company Equity at manager level, • Comprehensive paid training across project execution, client service, and leadership, • Diverse project exposure—Associates are never siloed, • New Grad Compensation: $80,000 - $100,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus, • Experienced Candidate Compensation: $87,000 - $115,000 on average for high-performing associates. Consisting of $70,000-$76,000 base salary + uncapped monthly bonus, • Health, dental, vision insurance + 401K, • Free daily lunch, snacks, Monday breakfast, and regular team events

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 Manager Customer Service High Net Worth Personal Lines Homeown

Senior Underwriter, Retail Property. AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. This role is your opportunity to drive profitable growth in Retail Prope

Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses who can thrive in this high-stakes environment. If you’re driven by the challenge of building lasting relationships with high-net-worth clients, closing deals on industry-leading products, and being part of a company that rewards innovation and excellence, then we want you on our team.New York is a battlefield, and at Silver Air, we equip our Private Jet Advisors with the tools to dominate. We don’t just sell flights; we offer an elite, unparalleled luxury experience that commands attention from the city’s most influential and affluent clients. Here’s why Silver Air should be your next move: • Exclusive Flight Club: Our Flight Club is an invitation-only membership designed for the city’s power players. As a PJA, you’ll be in the driver’s seat, selling this exclusive membership that offers seamless, hassle-free access to private jet services. This is your chance to be the go-to advisor for New York’s elite., • Unrivaled Aircraft Management: Our aircraft management services are unmatched in the market. With a reputation for transparency, efficiency, and a customer-first approach, you’ll have the competitive edge needed to close deals in a city where clients demand nothing but the best. With top certifications from leading auditing firms, Silver Air is the name that stands for safety, trust, and premium service in private aviation., • Sell Exclusivity: Represent our Flight Club membership, an elite product that simplifies travel and elevates the private jet experience for New York’s most powerful clients. You’ll be the face of a brand that delivers unparalleled luxury and service., • Command the Market: With our aircraft management solutions, you’ll offer jet owners a program that sets the standard for transparency, security, and efficiency. In a market as competitive as New York, this is your ticket to success., • Maximize Your Earnings: We offer a commission structure that’s as aggressive as you are. In New York’s high-octane market, your success will be rewarded with industry-leading compensation. This is where your hard work pays off, big time., • Leverage Elite Networks: Gain exclusive access to strategic partnerships with luxury brands and high-end clubs, giving you direct connections to the city’s wealthiest and most influential individuals. Your network will be your most powerful tool in expanding your reach and closing major deals. As a Private Jet Advisor, you're not just a salesperson; you're a top-tier dealmaker with the connections, drive, and expertise to dominate the private aviation market. You have a proven track record of skyrocketing revenue growth and optimizing sales operations. To be successful, you need: • Unmatched Relationship Skills: You have a sharp instinct for building and sustaining high-value relationships with High Net Worth Individuals, particularly in sectors like luxury automotive, wealth management, and high-end real estate. You understand their needs and how to deliver unmatched value., • Expert Industry Knowledge: With 10+ years of hands-on Part 135 sales and sales operations experience, you've mastered the art of closing big deals and managing a lucrative book of business worth $10-20 million. You’re not just experienced; you’re a heavy hitter who knows how to bring in serious revenue.WHAT YOU’LL LEAD: Your mission is clear: dominate the market by leading aggressive, results-driven initiatives: • Strategic Domination: Develop and execute a bold charter marketing strategy that doesn’t just follow industry trends but sets them. You’re here to lead, not follow., • Executive Partnership: Collaborate directly with executives to shape and propel our charter services to the forefront of the industry. Your insights will be pivotal in steering the company toward unparalleled success., • High-Stakes Sales: Push the envelope in selling charter block-time products, using your deep industry knowledge and elite network to outpace the competition and crush your targets., • Sales Mastery: Proven track record in high-stakes sales, particularly in the luxury or private aviation industry, with a focus on managing and closing large deals in competitive markets like New York., • Relationship Building: Exceptional ability to build and maintain strong relationships with High Net Worth Individuals, understanding their unique needs and delivering tailored solutions that exceed expectations., • Industry Knowledge: In-depth knowledge of Part 135 operations, private jet services, and luxury lifestyle offerings. Experience working with clients in related sectors such as luxury automotive, wealth management, and high-end real estate is highly desirable., • Strategic Marketing: Expertise in developing and executing aggressive marketing strategies that align with industry trends and drive significant revenue growth., • Networking Excellence: Ability to leverage and expand elite networks, building connections that lead to high-value sales opportunities., • Negotiation & Closing Skills: Strong negotiation skills with the ability to close deals effectively, ensuring client satisfaction while maximizing revenue., • Analytical Thinking: Ability to analyze market trends, client needs, and sales data to inform strategic decisions and optimize sales performance., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job Description Position Title: Security Site Supervisor Location: New York City Department: Operations Reports To: Site Director of Security FLSA Class: Exempt ($100,000/year) Hours: 7am – 3pm but can vary based on client needs About Event Risk Inc. is a distinguished US-based, veteran-owned company that is a leading security servicer for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property, and assets. Job Summary The Security Site Supervisor is responsible for overseeing and managing a team of security guards. This role involves ensuring the safety and security of the premises, providing expert advice to client management on physical security practices, and managing access control systems. The ideal candidate will have a strong background in security operations, with proven experience in supervising security personnel and implementing effective security protocols. Essential Duties Manage Security Guard Force: • Supervise, train, and mentor a team of security guards, ensuring they are performing their duties effectively and in compliance with company policies and client requirements., • Develop and implement work schedules, ensuring adequate coverage for all shifts., • Conduct regular briefings and debriefings with security personnel to maintain high standards of performance and address any issues or concerns., • Provide expert advice and recommendations to client management on best practices in physical security., • Conduct regular assessments of the site’s security measures, identifying potential vulnerabilities, and suggesting improvements., • Collaborate with the client and internal teams to develop and implement site-specific security protocols and emergency response plans., • Oversee the operation and maintenance of access control systems, ensuring they are functioning correctly and securely., • Manage access permissions, ensuring that only authorized personnel have access to restricted areas., • Conduct regular audits of access control logs and systems to detect and address any unauthorized access or security breaches., • Lead the response to security incidents, ensuring that appropriate actions are taken to mitigate risks and resolve the situation., • Prepare detailed reports on incidents, security breaches, and daily operations for client management and company leadership., • Serve as the primary point of contact for client management regarding security-related matters., • Build and maintain strong relationships with the client, understanding their security needs and expectations., • Minimum of 3 years of experience in security management, with a focus on physical security and access control systems., • Valid New York State Armed Guard License – OR – Retired Law Enforcement HR 218 Eligible, • Non- HR 218 Eligible candidates also need a New York City Firearms License, • Proven experience in supervising and managing a security guard force., • In-depth knowledge of physical security practices, risk assessment, and emergency response planning., • Strong understanding of access control systems, including configuration, operation, and troubleshooting., • Excellent communication and interpersonal skills, with the ability to provide clear guidance and build relationships with clients and staff., • Ability to remain calm under pressure and make sound decisions in emergency situations., • Competitive salary., • Comprehensive health, dental, vision and voluntary life insurance (after 30 days)., • 401(k) retirement plan with employer contribution (after 1 year)., • Generous PTO and holiday schedule., • Opportunity for professional development and skill enhancement.

AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. Communicate risk appetite and Retail Property Value Proposition to brokers. Reporting to the Zonal Underwriti

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. With a nati

The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage

Senior Underwriter, Retail Property. AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. This role is your opportunity to drive profitable growth in Retail Prope

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

Job Description BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards. The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment. We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey! Your Responsibilities: • Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity, • Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services, • Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan, • Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product, • Participate in client meetings with a focus on creating meaningful change, • Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions, • Assist new clients in defining investment goals as they transition into our firm, • Nurture relationships with various service providers that may offer benefits to our client base, • Minimum of 5 years of relevant work experience, • Experience working with high-net-worth individuals and families with a strong emphasis on client service, • Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments, • Ability to work in a team-based environment and to become an integral part of existing client relationship teams You will need to take the Series 65 exam unless you meet one of the other qualifications below: • You have already passed the Series 65 and your exam has not expired, • You have already passed both the Series 7 & 66 and your exams have not expired, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $130,000 and $170,000 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, commission eligibility, 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 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 DescriptionOriginally founded in 1991 as Harlem RBI, DREAM has grown to annually serve more than 2,500 youth across East Harlem and the South Bronx through a network of seven PreK-12, extended-day, extended-year DREAM Charter Schools and community sports-based youth development programs. Through our commitment to rigorous academics, social-emotional learning, deep family and community engagement, and health and wellness, we create lifelong learners who are equipped to fulfill their vision of success in and out of the classroom. We dream big, as well, with an aggressive five-year plan to expand to serve 3,500 students across seven schools—growing our organization’s impact and leveling the playing field for all children. To learn more, visit wearedream.org. The Prospect Researcher plays a critical role in expanding DREAM’s donor base through proactive prospect sourcing, research, and cultivation. Reporting to the Senior Director of Advancement Operations, the Prospect Researcher will continue to build a strong donor acquisition program that will source and qualify donors through research, strategic cultivation and fundraising events and partner with fundraising leads to build robust major gifts portfolios across the team. This role is a great opportunity for someone looking to evolve and grow a prospect research function as part of building a best-in-class major gifts program. The ideal candidate will demonstrate an expansive and strategic approach to prospect research, with a strong emphasis on accuracy, thoroughness, and meticulous record-keeping. Responsibilities • Prospect Research and Identification, • Proactively identify potential prospects from a variety of sources, including databases, networks, and external events;, • Prepare and present detailed research reports on donor biographies, philanthropic interests, and giving capacity;, • Synthesize research into various documents to support the fundraising process, including in-depth prospect and donor profiles, biographies, lists, and meeting briefings;, • Execute relationship mapping for DREAM volunteer leaders and top donors;, • Utilize research and wealth screening tools, along with experience using database applications for prospect identification and management;, • Monitor news, trends, and wealth events to maintain up-to-date intelligence on high-net-worth individuals and potential donors., • Donor Pipeline Building and Management, • Manage regular prospect reviews with frontline fundraisers to refresh portfolios and build their prospect pools;, • Collaborate with team leaders in portfolio reviews, prioritization, and qualification of new prospects;, • Provide strategic recommendations for donor engagement based on research findings, ensuring alignment with DREAM's new donor acquisition strategy., • Systems and Operations, • Build systems, tools, and workflows to grow and evolve DREAM’s prospect research function;, • Track and report KPIs measuring prospecting activity and results;, • Maintain and analyze data on prospective and existing donors;, • Assist in maintaining the accuracy and integrity of records in the donor database.Qualifications, • Bachelor’s degree, preferred;, • Three plus years of dedicated prospect research experience in a non-profit setting;, • Excellent project management skills, including the ability to prioritize and organize work streams with high attention to detail and meet deadlines;, • Ability to quickly evaluate and synthesize large volumes of information into concise and actionable insights;, • Strong knowledge of research and wealth screening tools, along with experience using database applications for prospect identification and management;, • Analytical mindset and ability to use data to support efficiencies and strategies;, • Curiosity and ability to connect dots between donors and prospects;, • Strong entrepreneurial skills, a take-initiative attitude, and the ability to thrive in a fast-paced environment;, • Ability to create positive working relationships with a variety of internal and external stakeholders;, • A strong belief in the mission and values of DREAM, including the belief that all students can succeed, and a deep desire to make a difference in the lives of our students, families, and community.Working Expectations, • The Prospect Researcher is part of the Advancement team, which currently works 3 days in the office and up to 2 days remote, per week (subject to change, and with some weeks requiring more time in-person, for example for donor events);, • Some evening and/or weekend work, for example to attend donor events, is required.Benefits and Paid Time Off, • We offer comprehensive benefits including:, • Flexible Medical Health Plans, subsidizing the majority of costs for the employee, their spouse/domestic partner and children;, • The ability to select between a variety of medical plans according to what best suits the employee’s needs;, • Dental and vision plans;, • Disability benefits;, • Life insurance;, • Up to 12 weeks fully paid of Parental Leave;, • Flexible spending account options;, • Pre-tax commuter benefits (parking and transit);, • Fitness and entertainment discounts;, • A variety of support through our employee assistance program (EAP);, • A 403(b) retirement plan with employer matching up to 4% after one year of employment;, • Access to a professional development fund;, • Referral bonuses;, • All full-time Network Support Team employees are eligible for approximately 48 days off throughout the year including holidays, sick days, personal days and summer Fridays;, • Benefits are subject to change.Compensation If you are a current DREAM employee, please click here to review our Internal Selection Process before applying. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany Description If you are looking for a collaborative sales team that arranges Cargo Charters for time-critical shipments, transportation of hazardous materials, heavy and oversized equipment, humanitarian and relief aid, then we have the perfect opportunity for you! 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 • Developing and maintaining relationships with clients and team, • Grow a wide and effective network of contacts inside and outside organization, • Pro-actively targeting your list through outbound sales calls, emails, and visits, • Set and exceed goals with quality and precision, • Presents and undertakes public speaking with skill and confidence, • Demonstrate an expert understanding of the aircraft and chartering process, • Manage charter bookings from inquiry to completion, • Flight watching/overseeing flight departures 24/7, • Award-winning professional training and one-on-one mentoring, • International training based in our London HQ. Training and travel expenses are covered by us!, • Supportive balance between independent and team-oriented work, • Paid your base salary during training!, • 9 levels of career growth opportunities from Trainee Broker to DirectorQualifications HOW DO WE DEFINE SUCCESS • Confidence and strong phone etiquette, • Pro-active and self-starter, • High attention to detail, • Demonstrates good knowledge retention, • Teamplayer and coachable, • Meeting and exceeding sales goals, • Excellent written and verbal communication skills Additional Information WHAT IS IN IT FOR YOU • 9 levels of career growth opportunities from Trainee Broker to Director, • Job stability and leadership support for development, • Welcoming, collaborative environment with seasonal events and team night outings, • Base salary: $65,000K USD + 10% uncapped commission, • 20 days in PTO for each year plus paid sick time, • 12 paid public holidays, • Additional paid leave for your birthday, wedding, moving, holiday shopping and more!, • Affordable health, dental and vision insurance plans, • 401K retirement savings plan with generous employer match!, • Life insurance

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

Job DescriptionCompany Description Do you have a personality and passion for a career in sales and hospitality but have not had the opportunity to break into the luxury travel industry? Are you someone who enjoys connecting with high-net-worth individuals to build long-lasting client relationships? 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 • Building your list of potential clients by researching internal and external databases, websites and social media, • Pro-actively targeting your list through outbound sales calls, emails and visits (both face-to-face and virtual) and converting them from potential clients in to ACS clients, • Building relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements, • Develop and maintain relationships with clients to ensure repeat business, • Ensure you are consistently exceeding both your sales activity and financial targets, • Confirming company procedures are being followed in a methodical and chronological way to ensure protection of both ACS and the client, • Demonstrate an expert understanding of the aircraft and chartering process, • Managing charter bookings from inquiry to completion, • Flight watching/overseeing flight departures, • Building a wide and effective network of contacts inside and outside the organisation, • Make prompt, clear decisions which may involve tough choices or considered risksQualifications WHAT DO WE LOOK FOR • Outstanding written and verbal communication skills, • Excellent phone etiquette, • High attention to detail, • Confident and self-motivated individual, • Willing to learn and adaptable, • Creative thinker, • Passion for client relationships and delivering high-level client experience, • Interest in aviation and sales Additional Information TRAINING & TRAVEL • Award-winning professional training and one-on-one mentoring, • Opportunities for international and domestic travel or relocation, • International training based at our London HQ, • Dynamic and fast-growing company, • Modern office with luxury amenities in the RXR Plaza, • Supportive balance between independent and team-oriented work, • Base salary: $65K USD + 10% uncapped commission, • 9 structured levels of career growth!, • 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!