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Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. In this role, you will manage the help desk team to evaluate performance and ensure timely & accurate customer service. As the manager, you will need to develop, provide feedback, and support the team to provide high quality technical support. A strong technical background with extensive customer service experience is required to ensure the team provides the high-quality customer service our clients expect. KEY RESPONSIBILITIES • Manage and support the helpdesk team and ensure ticket SLAs are met, • Staying up to date with new technologies and identifying ways to improve and update the current infrastructure, • Developing and implementing IT policies and best practices for the helpdesk, • Perform system audits, • College degree in computer science/computer information systems or equivalent business experience., • 5+ years of experience in a helpdesk role, • Microsoft stack experience, • Helpdesk management experience, • Very strong customer service orientation, • Hands on experience with computer networks and network administration, • Experienced in engaging with internal business owners and customers, • Familiarity with insurance products, rules, methodologies, and systems (claims, underwriting, finance & information) is desirable, • Experience in gathering and analyzing business requirements, • Project management understanding, • Excellent written and oral communication skills, • Ability to present ideas in business-friendly and user-friendly language, • Highly self-motivated and directed, • Keen attention to detail, • Proven analytical and problem-solving abilities, • Ability to effectively prioritize and execute tasks in a high-pressure environment

Job Description Lead Patient Helper / Enrollment Coordinator Northeast Region ChasmTeam is partnering with a growing national company, to build a team that provides real benefits to patients! We are seeking hard working, self starters who enjoy a challenge as we work together to help patients. The Lead Patient Helper Enrollment Coordinator is responsible for enrollment of eligible Hospital Patients into the Medicaid Health Insurance Premium Benefit Program (HIPP) at the hospital. As a Lead Patient Helper at Patient Funding Alternative, you'll play a crucial role in assisting patients with their financial needs for medical treatment. You'll be providing compassionate and knowledgeable support, helping patients understand and navigate their funding options. Your main responsibilities will include explaining our services, assisting with the application process, and ensuring patients have a smooth and stress-free experience. We're looking for individuals who are empathetic, detail-oriented, and committed to providing excellent customer service. Joining this team means making a difference in the lives of patients. This unique position has several facets: Patient Engagement • Educate patients in a clear and concise manner about the Third Party Health Insurance Premium Payment Program (THIP)., • Assess each patient’s family dynamics and determine the best method to meet and educate the family on THIP., • Accurately and efficiently obtain all information required to apply to THIP such as employer name, phone number and point of contact., • Using problem solving skills, implement solutions for all issues that arise to ensure accurate information is provided in a timely manner to THIP., • Explain to patient how the employer’s health insurance plan coordinates with Medicaid., • Confirm a patient’s ongoing THIP eligibility following enrollment of the patient in HIPP and gather necessary information to maintain enrollment in THIP., • Work with the PFA’s proprietary software system that manages referrals and patients in the hospital(s), • Upload, scan, and fax/email internal and external forms, • Create a positive patient/client relationship and serve as the onsite contact of PFA., • Develop and maintain relationships with patients, key hospital personnel and other appropriate individuals. Job Requirements • Bachelor's degree in Business, Marketing, Nursing, Education, or Psychology required. Master’s degree is preferred., • Preferred five years of internal patient-related, hospital experience., • Must be positive, enthusiastic, have a can-do attitude and enjoy working with a variety of people, • Demonstrated history of success in sales and healthcare is strongly preferred., • Ability to speak English as well as Spanish is preferred., • Energetic, ambitious, hard-working, able to handle different situations each day while working independently, • Resilient; able to deal with sales rejection and still have a positive outlook, • Exceptional oral and written communications skills and demonstrated ability to enthusiastically and persuasively present program materials to patients and their families, • Demonstrated ability to effectively and efficiently collect and input information with attention to detail, • Ability to show compassion to a marginalized population, • Strong understanding of data security and patient confidentiality issues, • Proven ability to quickly gain credibility, secure influence and partner with key constituencies (such as hospital administrators and patient advocates), • Tenacious ability to overcome obstacles and multitask to achieve success, • Proven ability to maintain quality relationships with patients and their families and deescalate situations with empathy and understanding, • Demonstrated ability to effectively advocate for the patient when encountering inquiries from the employer or its insurance broker, • Exceptional interpersonal skills to form and maintain important relationships with key hospital personnel, staff of the state agency, and other persons as appropriate, • Strong understanding of the healthcare industry, including Medicaid Job Type: Full-time (40 hours per week) including medical & dental insurance

Job DescriptionCustoms Broker Manager – 07094Job Description • Lead and manage the customs brokerage department, • Supervise and ensure accurate/timely processing of ISF and entries, • Ensure all shipment data (release, billing, classification, valuation) is accurate and compliant, • Coordinate shipment release and arrange any required transportation or warehousing, • Handle entries for vehicles and personal goods imported via air and ocean, • Complete daily reports on release and classification activities, • Maintain shipment data in internal systems, • Utilize CargoWise for both operations and finance functions, • Collaborate cross-functionally to mitigate risks and improve processesExperience & Qualifications, • In-depth knowledge of U.S. customs laws, regulations, and industry practices, • Strong leadership, communication, and cross-departmental coordination skills, • Proficiency in CargoWise software preferredRequirements, • Valid U.S. Customs Broker License, • Minimum 5 years of experience in customs clearance, • Previous managerial experience, • Must be legally authorized to work in the U.S., • Please indicate whether the candidate will require sponsorship now or in the futureWhat We Offer, • Comprehensive health benefits (medical, dental, vision), • 401(k) plan with 100% company match up to 6%, • Generous PTO and annual discretionary bonus, • Company-paid life insurance and disability coverage, • FSA accounts, commuter benefits, and Employee Assistance Program (EAP)

Job Description Gallagher Bassett Technical Services, Inc. an AJ Gallagher company, is seeking an Onsite Safety Professional on a Construction Site. We are a highly energetic company and offer competitive benefits. The candidate should have a team player attitude, be a highly motivated individual, and have attention to detail. Work as an Onsite Safety Professional on Construction Sites in the NYC Metropolitan area Job Summary We are looking for a passionate and proactive safety professional to ensure that safety and health procedures are followed on the construction project. Job Duties The Safety Professional to act as the on-site Safety Consultant to assist in improving safety performance on the construction and/or demolition project. The Safety Professional’s activities may include the following: • Collect and maintain copies of Subcontractor Safety Programs in the jobsite field office., • The Safety Professional will coordinate regular Project Safety Meetings, maintaining minutes or some other record. These may be a segment of the regularly scheduled coordination meetings or a separate meeting specifically for safety., • The Safety Professional will collect weekly toolbox talk meeting minutes from Subcontractor Safety Representatives/Competent Persons., • The Safety Professional shall inspect, on a regular basis, areas and items throughout the jobsite in an attempt to determine that the conditions at the site meet the requirements of Federal, State and Local Standards, and the Loss Control Program implemented for the project. Inspections shall not include technical inspections relating to any aspect of design, structural integrity or the means and method of work. The Safety Professional shall maintain a written log of inspections. If unsafe acts or conditions are observed the Safety Professional shall note these observations in the daily log, note the subcontractor that any recommendation for correction was made to, and indicate the date that the item was corrected by the person or company notified., • If necessary, comprehensive accident investigations will be conducted by the Safety Professional; investigation can include interviews, photographs and written reporting., • The Safety Professional shall coordinate loss control inspections with insurance broker, carrier representatives and accompany any regulatory official on safety inspections., • Minimum of five years of experience working in/with the construction field, • 62 hour supervisor SST card, • 40 hour site safety manager course, • 32 supported scaffold, • 32 suspended scaffold, • S56 CSFSM certificate, • English/Spanish speaking a plus Powered by JazzHR ZEykMWwpCg

Job Description Company Overview We are a global fintech leader in securities finance, driving industry transformation through innovative, market-leading technology. Our SaaS solutions and tailored services support financial institutions across every stage of the securities finance lifecycle from trading and post-trade processing to data, analytics, regulatory compliance, and end-to-end securities finance platform delivery. Trusted by over 190 institutions in more than 30 markets worldwide, we help clients streamline operations, meet regulatory requirements, and unlock valuable market insights. Position Overview We are seeking a highly motivated and results-driven Business Development Representative to join our growing commercial team in New York. As a BDR, you will be responsible for identifying, initiating, and qualifying potential sales opportunities across EquiLend's suite of solutions. You'll play a critical role in connecting with prospective clients, building relationships, and setting the foundation for a strong sales pipeline. This is a high-impact role ideal for individuals passionate about financial technology, eager to contribute to a fast-paced team, and excited to help shape the future of our outbound strategy. Role Responsibilities • Research and identify target accounts and prospects within the financial services sector (hedge funds, banks, broker-dealers, asset managers, institutional investors, etc.)., • Conduct high-volume outbound prospecting (email, LinkedIn, cold calls, video outreach) to generate new qualified leads., • Utilize prospecting, workflow automation and CRM tools to identify, nurture and convert leads., • Qualify inbound marketing leads to assess fit and interest level before routing to Sales., • Maintain active engagement with new and existing leads through creative follow-up communications to increase interest and conversion., • Collaborate closely with Marketing, Product, and Sales teams to develop messaging that resonates with key buyer personas., • Book meetings and demos for the Sales team and ensure smooth hand-off of qualified opportunities., • Accurately document and manage all prospect interactions and activities in Salesforce CRM., • Stay informed about EquiLend products, industry trends, and competitors to effectively communicate our value proposition., • 1+ year of experience in a BDR, SDR, Sales Associate, or similar client-facing role (B2B tech or financial services experience preferred)., • Experience with a CRM tool (e.g., Salesforce), prospecting and automated workflow tools (e.g., Apollo, ZoomInfo) and LinkedIn Sales Navigator required., • Strong interest in fintech, capital markets, or financial services industries., • Exceptional communication skills — both written and verbal., • Ability to build rapport quickly, understand prospect needs, and tailor messaging effectively., • Organized, self-motivated, and goal-driven, with a strong work ethic and attention to detail., • Comfortable working in a structured environment where metrics and accountability are emphasized., • Bachelor's degree preferred., • Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year., • Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend., • Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success., • Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day., • 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. #LI-Hybrid

Job Description Job Title: License Customs Broker Location: Secaucus, NJ Work Schedule: Monday to Friday, 8-hour shifts Job Type: Full-time Duration: 12 Months Salary Range: $70,000 – $90,000/year Job Description: • Lead and manage the customs brokerage department, • Supervise and ensure accurate/timely processing of ISF and entries, • Ensure all shipment data (release, billing, classification, valuation) is accurate and compliant, • Coordinate shipment release and arrange any required transportation or warehousing, • Handle entries for vehicles and personal goods imported via air and ocean, • Complete daily reports on release and classification activities, • Maintain shipment data in internal systems, • Utilize CargoWise for both operations and finance functions, • Valid U.S. Customs Broker License, • Minimum 5 years of experience in customs clearance, • Previous managerial experience, • In-depth knowledge of U.S. customs laws, regulations, and industry practices, • Strong leadership, communication, and cross-departmental coordination skills, • Comprehensive health benefits (medical, dental, vision), • 401(k) plan with 100% company match up to 6%, • Generous PTO and annual discretionary bonus, • Company-paid life insurance and disability coverage, • FSA accounts, commuter benefits, and Employee Assistance Program (EAP)

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC. Our ideal candidate has had some equity research experience (exposure to finance, accounting and proficient at modeling) and has a working knowledge of the insurance industry, though we will consider all qualified candidates. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the insurance industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for a Senior DC Business Development Representative to oversee relationships with Retirement Plan Advisors (RPAs). This newly created function will allow us to utilize key partnerships to continually improve our client experience and our product, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Senior DC Business Development Representative will work with colleagues to iterate our go-to-market strategy in the RPA space. This role will require a strong relationship manager who can demonstrate the value of an innovative tech platform to a well-established industry. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera's agenda forward. This will be an important role contributing to the success of the Defined Contributions Partnerships team at Pontera. RESPONSIBILITIES • Manage an assigned segment of RPAs (firms and individual advisors) associated with advisor firms currently using Pontera 's platform, • Develop and maintain excellent relationships with key stakeholders at assigned firms to drive increased awareness and willingness to advocate for Pontera, • Communicate the value of Pontera for the RPA and Wealth Management sides of the advisory firms, • Create, manage, and expand database of RPA firms and individual advisors, • Collaborate closely with DC Partnerships colleagues and other client facing teams.REQUIREMENTS, • 1 - 3 years of experience in business development, sales, or similar functions within the financial services space, • Proven ability to deliver a high volume of technology product demonstrations to prospective clients, with consultative and tailored messaging, • Demonstrated success to meet or exceed sales targets in a fast-paced environment with an adaptable start-up mindset, • Bachelor's degree or higher in an applicable discipline, • Proven track record of developing and managing successful B2B client relationships, • Excellent communications skills and a demonstrated ability to work collaboratively, • Ability to travel, up to 10%WHAT WE OFFER, • Compensation: Base: $100,000; OTE: $125,000 - $150,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for a seasoned State Affairs Manager to join our growing public policy team at Pontera. In this position you'll be responsible for developing and managing relationships with state securities commissions and their staff, ensuring they understand Pontera's platform and how it benefits advisors and retirement savers. You will also build relationships with state Attorneys General offices and relevant officials overseeing securities and investment advice in the state. You will partner with our Federal Affairs function to ensure strong alignment that supports retirement savers. RESPONSIBILITIES • Implement Pontera's state policy strategy, working cross-functionally with senior leaders across our policy, legal, marketing and sales teams, • Develop a strong understanding of business priorities and regulatory and legislative trends to inform our strategy and engagement, • Provide guidance and insight to leadership and sales team regarding state regulatory and policy talking points, • Provide demonstrations and trainings to state securities commissions, ensuring they understand how Pontera works and protects retirement savers, • Representing Pontera with third party advocates to influence local policy makers at the state government level to advance regulatory strategyREQUIREMENTS, • Minimum of 5-7 years of experience working with regulators and elected officials in the financial services or fintech space, • Bachelor's degree in a relevant field (public policy, political science, etc.) or equivalent practical experience, • Excellent communication and presentation skills to build and maintain relationships with internal and external stakeholders, • Strong track record of managing high-stakes policy issues and building relationships with financial regulators at both the state and local level, • Ability to operate cross functionally in a way that enables you to manage internal and external processes and stakeholders, • Willingness to travel 4-8 days per month, • Preferred: understanding of financial technology and/or investment advice WHAT WE OFFER, • Compensation: Annual salary of $150,000-$170,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This pivotal role on our legal team will be responsible for helping to lead the strategy and execution on advising Pontera on compliance within financial services regulation, supervisory obligations and regulatory risk management. This position will play a key role in ensuring the continued growth of the company by ensuring adherence to evolving legal and regulatory requirements across the RIA space. RESPONSIBILITIES • Provide legal advice on applicable laws and regulations governing financial services such as:, • Monitor and interpret regulatory developments, rulemakings and enforcement actions, and assess their impact on the business, • Effectively work with the GTM teams to provide regulatory guidance to ensure we are supporting our clients, • Serve as a point of contact for inquiries or audits from federal and state regulators, • Conduct risk assessments and assist in implementing remediation plans for any compliance gaps, • Provide legal support for internal policies, procedures and frameworks related to regulatory matters, • Work as a close cross-functional collaborator with teams such as marketing, product and information security teams. Successfully collaborate with other members of the legal team such as Product Counsel to ensure integration of regulatory compliance into our productsREQUIREMENTS, • Experienced legal strategist with at least 10 years of legal experience, including a combination of experiences in-house and law firm., • Strong foundation in the Investment Advisers Act of 1940, Securities Exchange Act of 1934, FINRA rules, ERISA & Retirement Account Regulations, Regulation S-P, • Experience working with securities regulators and associations, • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration) is required., • Plus:, • In-house experience with fintech and/or RIA, • Experience at state or federal regulatory agencies, • Familiarity with state money transmission lawsWHAT WE OFFER, • Compensation: $250,000 to $300,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for a Senior Manager, Defined Contribution Strategic Relationships to lead Pontera's efforts with Retirement Plan Advisors (RPAs). This function will allow Pontera to utilize key partnerships to continually improve our client experience and our product, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Senior Manager will oversee our go-to-market strategy in the RPA space. This role will require a strong leader who can demonstrate the value of an innovative tech platform to a well-established industry and motivate others to do the same. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera's agenda forward. This will be a vital role contributing to the success of the Defined Contributions Partnerships team at Pontera. RESPONSIBILITIES • Lead a team of Relationship Consultants tasked with managing a book of advisor firms, • Personally build productive relationships with key contacts at the largest and most influential RPAs., • Ensure Pontera has excellent relationships with key stakeholders at all relevant firms to drive increased awareness and willingness to advocate for Pontera, • Personally, and through your team, communicate the value of Pontera for the RPA and Wealth Management sides of advisory firms, • Manage and expand our database of RPA firms and individual advisors, • Collaborate closely with DC Partnerships colleagues and other client facing teams.REQUIREMENTS, • 8-10 years of relevant experience working in the defined contribution space, • Established network of influential Retirement Plan Advisors., • Demonstrated ability to drive adoption of a new product or service to an established customer base., • Proven track record of developing and managing successful B2B client relationships, • Bachelor's degree or higher in an applicable discipline, • Excellent communications skills and a demonstrated ability to work collaboratively, • Ability to travel, up to 10%WHAT WE OFFER, • Compensation: Base: 175,000; $215,000-$250,000 OTE, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Senior Care / Aging Services Underwriter to join their Healthcare Professional Liability team. We are seeking candidates in our Atlanta, Boston, Chicago, or New York offices, but will consider other BHSI office locations for qualified applicants. BHSI is a company that aims to do things differently. We look to build lasting relationships with our broker partners and insureds by providing value and stability. With a focus on top level customer service, underwriting discipline, and sound decision making, we do not burden our underwriters with aggressive growth goals that compromise our main objective – bottom line performance. This position is open for seasoned underwriters looking to make a change, as well as less experienced candidates who are ambitious and eager to learn the business and grow their careers. The position will be responsible for an existing book of renewal business as well as developing new business opportunities via BHSI’s proven, successful, and collaborative underwriting approach. Territory assignments are flexible. The ideal candidate will exhibit both strong character and capabilities. They will want to be part of an engaging team and develop external and internal relationships. We are a growing organization that can provide future management opportunities for team members who embody BHSI’s culture and possess the necessary skills and leadership abilities that contribute to the organizations’ long-term success. Duties & Responsibilities: • Assume and maintain an existing book of profitable renewal business and develop new customer relationships., • Build and maintain broker relationships with key business partners. Retail and Wholesale., • Leading and participating in customer and broker meetings to foster relationship building and risk selection., • Collaborate with colleagues in Underwriting, Claim, and Actuarial to improve knowledge and drive profitability., • Additional opportunities for candidates interested in participating in various product development initiatives. Qualifications, Skills and Experience: • Minimum BS/BA Degree or equivalent work experience., • Strong attention to detail, analytical and investigative skills., • Effective communication, negotiation, and relationship building., • Desire and willingness to learn, collaborate, adapt, and grow., • Experience underwriting Professional Liability for Senior Care / Aging Services risks., • Prior knowledge of complex underwriting, claims, and actuarial concepts. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is from $85,000 – $200,000 along with annual bonus eligibility; a candidate’s salary is determined by their relevant skills and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director in our New York City, Atlanta, or Chicago offices. The Complex Claims Director will independently handle a diverse pending of high severity, low-frequency large account claims underwritten out of the Financial Institutions and Commercial (i.e., Public Company) teams, focusing mainly on Financial Institutions, Errors & Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, actuaries) as well as external customers (brokers, insureds, defense counsel, etc.). Duties & Responsibilities: • Independently evaluate information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Attend mediations of complex claims on behalf of the company and effectively negotiate settlements., • Provide outstanding customer service to, and seamlessly work with, the insured, broker, and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively both verbally and in writing., • Draft reports, set reserves within the authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • JD required., • Typically 7+ years of relevant claim or legal experience in Financial lines., • Excellent interpersonal communications and negotiation skills., • Ability to thrive in a highly collaborative team environment. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This is an exciting opportunity to join a growing legal team and work closely with our product, engineering, information systems, and strategic partnership teams to support the continued development of our product. Reporting to our Chief Legal Officer, you'll serve as the go-to-legal advisor on product development and privacy compliance. RESPONSIBILITIES • Advise product and engineering teams throughout the entire product development lifecycle, ensuring product features and designs comply with the company's IP policies and applicable laws, including privacy, intellectual property, AL/ML use, and consumer protection and other relevant regulations, • Proactively identify legal risks and propose mitigation strategies, • Partner with security and privacy teams to ensure compliance with GDPR, CCPA, HIPAA, and other global data protection laws, • Draft and update product-related terms of service, privacy policies and end-user agreements, • Monitor and analyze new and evolving regulations affecting Saas and financial services to ensure continued compliance and best practices, in collaboration with the regulatory counselREQUIREMENTS, • Experienced legal strategist with at least 7 years of legal experience, including a combination of experiences in-house at a SaaS or technology company and law firm., • Strong foundation in product counseling, intellectual property, and global privacy laws, • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration) is required., • Product-savvy legal partner. You've served as a trusted advisor to product, engineering, and information security teams, offering practical legal guidance throughout the product development lifecycle., • The role will involve significant collaboration with regulatory counsel and integration of regulatory compliance into our products, • Plus:, • Previous experience managing IP portfolios, • Previous experience leading privacy programs that comply with GDPR, CCPA/CPRA, and other global data protection laws, • Hold certifications such as CIPP/US, CIPP/E, or similar credentials that demonstrate your expertise in data privacy, • Familiarity with cybersecurity best practices and incident response obligationsWHAT WE OFFER, • Compensation: $230,000 to $250,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for an experienced Commercial Counsel to join our growing legal team here at Pontera. In this role, you'll serve as the strategic leader to scale the company's commercial contracting process. In addition to leading the drafting and negotiating of commercial contracts, you will be the strategic collaborator to our GTM team in completing enterprise deals and to partner on setting the right policies and guidelines to facilitate growth. RESPONSIBILITIES • Draft, review and negotiate a wide variety of commercial agreements, including enterprise, third party vendors and commercial deals, • Support sales teams during deal cycles by reviewing and revising contracts to align with company policies and risk tolerance, • Identify and mitigate legal and business risks in commercial engagements while supporting growth, • Ensure contracts comply with relevant data privacy regulations and work with security teams to manage DPAs, etc., • Develop internal training programs for go-to-market teams on contracting processes and legal risks, • Advise internal stakeholders on legal risks and benefits to commercial terms, intellectual property, privacy and use of open-source software.REQUIREMENTS, • Experienced legal strategist with at least 5 years of legal experience, including a combination of experiences in-house at a at a SaaS or technology company and law firm, • Deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs with enterprise clients, vendors, and integration partners., • Experience creating and maintaining standard terms, playbooks, fallback provisions, and contract templates., • Experience managing legal workflows and implementing contract lifecycle management (CLM) tools., • Experience identifying and mitigating legal, compliance, IP, and privacy risks in contracts., • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration, if applicable) is required., • Plus: In-house experience with a fintech or RIAWHAT WE OFFER, • Compensation: $230,000 to $250,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms. RESPONSIBILITIES • Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close, • Understand the goals, plans, timeline, and personal motivations of your buyers, • Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practicesREQUIREMENTS, • Smart, scrappy, capable of coming up with creative solutions to problems, • Demonstrated track record of top performance, • Excellent communication skills, • Excellent relationship builder, capable of winning buy-in from internal and external stakeholders, • A good person. Someone who wants what is best for the team, cares about their clients, and will be a friend, mentor and coach to teammates at Pontera, • Highly collaborative, organized, and process-driven, • Self-starter with ability to work in fast paced, changing environment, • A sense of urgency and professional persistence, capable of bringing deals to a closeBonus Points, • Familiarity with Salesforce, Gong, Monday.com, Tableau, • Familiarity with the wealth management industry, • Having developed professional skills in an analyst program (Management Consulting, Investment Banking, Private Equity, Asset Management, Wealth Management)What We Offer, • Compensation: Base Salary $70,000 / OTE $98,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job DescriptionDescription: Leading Freight Forwarder / NVOCC/ Customs House Broker/ Tank Container Operator, with locations in 24 countries and over 3000 employees strong, is seeking a highly motivated and organized individual to fill the position of Strategic Account Manager for the Export department in our Jersey City office. This position offers an exceptional opportunity to participate in the continued growth and expansion of a well-respected organization. Responsibilities Include But Are Not Limited To: • Supervises LLP and Export operations., • Trains and advises the members of team in areas of export processes, export regulations, billing systems and accounting procedures., • Trains and advises the members of the team in areas of LLP execution and data management., • Monitors the team’s performance and identifies transactions and tasks that require special handling or expediting., • Works with clients to execute against blueprint and contracted obligations., • Oversees timely billing (invoice release) & accountability for profit on assigned shipments., • Oversees Preparations, maintains and distributes customer reports and other reports as needed by management., • Provides high level of customer service through pro-active communication with clients via email and phone and EDI concerning status of their shipments., • Completes daily reporting of operational/quality requirements., • Manages and establish processes for department quotes., • Ensures timely and accurately closing/billing of all shipments., • Prepares reports required by customers and Leschaco management., • Alerts clients of special areas of concern or potential problems in their process., • Ensures that all shipment deviations are properly recorded in the Leschaco ABS system., • Communicates changes of U.S. and foreign shipping regulations and procedures to clients., • Oversees the customer export freight forwarding and NVOCC orders according to customer order instructions and profile; US Export regulations, FMC regulations, Leschaco Company and ISO procedures., • Observes and documents individual and team performance and gives feedback., • Ensures export compliance is completed timely and accurate., • Minimum 5 years’ experience in a Supervisory role, • Minimum 5 years’ experience with USA Export Regulations, Incoterms, NVOCC concepts, ISO 9001 procedures and CFR49 hazardous materials regulations., • 5 to 7 years industry experience., • Bachelor's degree (B.A.), • Must possess the ability in problem-solving and experience in managing customer complaints, • Must have the ability multi-task and to deal with dynamic problems and variables., • Must be able to prioritize workload, work independently, be a team player and work in a fast paced environment, • Must possess excellent written and verbal communication skills, • Medical, • Dental, • Vision, • Flexible Spending Account (Medical and Dependent Care), • 401(k) with company match, • Company paid Life Insurance, Short-Term Disability and Long-Term Disability, • Paid Holidays plus PTO and Sick Leave, • Voluntary Time Off, • Employee Assistance Program, • Tuition Reimbursement, • Employee Referral Program Background check required. Only those considered for the position will be contacted. Thank you for your interest.

Job Description ByHeart is an infant nutrition company built from the ground up to deliver real innovation on behalf of babies and parents. Our mission is simple: make the best formula in the world. That's why we studied the latest breast milk science, worked directly with suppliers we know and trust, set uncompromising quality standards, developed our own small batch blending process, built our own manufacturing facilities, and conducted a groundbreaking clinical trial. Our goal is to create a future where all parents feel amazing about feeding their baby—no matter how they do it. When we launched our Whole Nutrition Infant Formula in March 2022, we were the first new U.S infant formula manufacturer in 15 years. Since then, we've been leading the way in a lot of ways. We're… • The only U.S.-made infant formula to use organic, grass-fed whole milk, • The first and only U.S. infant formula company to add the two most abundant proteins found in breast milk—alpha-lac and lactoferrin—to our ingredients list, • The first infant formula company to receive Clean Label Project's Purity Award (and we test for 700 contaminants vs the required 400), • We ran the largest clinical trial by a new infant formula brand in 25 years—clinically proving our benefits vs a leading infant formula like:, • Less spit up, • Softer poops, • Easier digestion, • More efficient weight gain, • Enhanced nutrient absorption With >$400M in funding, we're shifting the industry forward—and this is just the beginning. Help us build a future where all parents can feel amazing about feeding, by joining our growing team of >300 people that stretches across the country. We're proud to offer competitive, family-first benefits, including but not limited to: • Health insurance for the whole family: medical, dental, & vision insurance covered 100%, with 90% coverage for your family., • Flexible paid time off: plus 12+ company holidays, and 2 floating holidays to use at your discretion!, • 16-weeks of fully-paid parental leave and new parent support: free 1-year supply of formula, cozy feeding suites, and paid pumping time., • Up to 6% 401(k) Match to help you plan for your future., • Entrepreneur: The Illusion of the Shelf – The Driving Force Behind Infant Formula Shortages, and What Needs to Change, • Forbes: A Startup Wanted To Make A Better Baby Formula. It Took Five Long Years., • Business Insider: ByHeart Announces Published Data in a Scholarly Journal on Benefits of The Novel High Quality Protein Blend in Their Groundbreaking Next-Generation Easy to Digest Infant Formula, • Axios: Infant formula maker ByHeart raises $95 million, • BabyCenter: 2024 Best formula for Breastfed Babies ROLE DESCRIPTION As the Sr. Manager, Customer Logistics, your primary responsibility is to own and drive the supply chain agenda and efforts within the sales, retail, and etail customer environment. In this role, you partner with HQ sales and the supply chain functions to identify opportunities for improvement and overall value. The Sr. Manager, Customer Logistics acts as a strong customer advocate while balancing the needs of the business, developing strategies, and tracking performance towards targeted goals that align with the customer approach and lowest delivered total cost. Location: Remote Start Date: ASAP ROLES & RESPONSIBILITIES • Manage order to cash cycle to ensure timely order fulfillment to our Retail/Etail customers, • Partner with customer replenishment team and Broker partners to optimize order frequency, quantities, and inbound delivery to the retail/etail distribution centers. Drive process improvements, streamline service and reduce costs., • Analyze key retail/etail customer supply chain scorecards. Identify corrective actions, drive changes within logistics, and implement to mitigate/reduce customer chargebacks and drive optimal supply chain performance, • Partner with Finance to resolve nontrade deductions/chargebacks resulting from supply chain non-compliance. Identify corrective action and work cross functionally to implement, • Drives cross function partnerships to achieve mutually beneficial end-to-end customer supply chain solutions with our planning, business operations, transportation, and distribution teams while minimizing cost and maximizing service levels within Retail/Etail distribution centers, • Implements and manages new and existing Byheart Supply Chain programs and drives the execution of new item introduction and reverse logistic projects, • Partner with respective customer leads to drive efficiencies and educate sales peers on the P&L impact of logistics, • 8+ years consumer packaged goods experience including Supply Chain Logistics, • Strong knowledge of SAP Order to Cash Process strongly preferred, • Previous experience managing customer inventory and managing to key service metrics desired, • Understanding of customer forecasting methodology, • Consumer products industry experience preferred, • Highly skilled project management and collaborative alignment capabilities preferred., • Ability to work effectively in multiple cross-functional teams., • Managerial presence, communication, interpersonal and leadership skills, with a strong potential to be promoted to higher levels of responsibility., • Mastery of business analytics and problem-solving skills., • Ability to draw insights from data and develop collaborative solutions to supply chain challenges., • 10-15% travel required., • Highly focused on the retailer relationship, with ability to build and maintain, • Ability to thrive in an entrepreneurial, fast-paced and dynamic environment We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees. ROLE RESPONSIBILITIES • Drive financial performance of assigned region, • Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships, • Create, manage, and meet/exceed a direct written premium plan through ongoing management, • Responsible to achieve/exceed profitability in coordination with Underwriting partners, • Develop and implement an annual regional sales plan in partnership with Underwriting, • Manage Territory Distribution, • Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations., • Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.), • Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business., • Provide Leadership of Territory and Expertise of Sales Process & Products, • Takes ownership and sets an example for the organization, in all communications, with high ethical integrity., • Learn & provide exceptional knowledge of Convelo's product and appetite while also demonstrating outstanding knowledge of competitors' products., • Schedule and run agency visits with distribution partners to drive production & profitability results., • Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process., • Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan., • Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing "street level" feedback., • Bachelor's degree or equivalent experience in business or related field., • Professional designations (CIC, CPCU, ARM) highly desired., • A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures., • 3+ years of territory/region management experience, • Prior underwriting experience preferred., • E&S experience a plus. Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionOTC Markets Group Inc VP, Sales and Business Development Lead - Market Data OTC Markets Group - New York, NY - Full Time OTC Markets Group Inc., operator of premier US financial marketplaces, is seeking a VP, Sales and Business Development Lead - Market Data to join our Market Data team. Please note OTC Markets is currently operating in a hybrid work environment (three days in office, two days remotely). This position is in our NYC office. We invest heavily in employee satisfaction and offer all our employees a highly competitive compensation package. As a dynamic, growing company that fosters an open culture, we emphasize autonomy, responsibility, innovation, and self-discipline. We are looking for someone who wants to make an impressive impact at a company known for its reputation on quality and achievement. Base compensation for this role is up to $160,000 annually, depending on experience. In addition, the position is eligible for our discretionary annual bonus program and equity. What You’ll Do: • Responsible for developing new sales, targeting key decision makers and building client relationships of non-real-time data products, • Lead meetings with new and existing clients, establish collaborative relationships, update clients on product and system enhancements, and work to ensure client satisfaction, • Create compelling solution-based narratives that resonate with the target market, including clear value propositions that differentiate our products and authentic client stories that connect with our audience, • Define the strategic vision for enhancing and refining OTC Markets non-real-time products in collaboration with key stakeholders, • Engage directly with clients to understand needs, identify pain points and deliver best-in-class solutions, • Establish and drive long-term sales with specific revenue and unit count targets, • Drive market data performance and develop strategies to enhance revenue growth, • Collaborate across teams to create compelling product positioning to our enterprise clients across business lines, • Engage directly with market data and trading clients to understand needs, identify pain points and deliver best-in-class solutions, • Collaborate with internal teams to promote improvement in the development of new sources of revenue, • Conduct market research, customer outreach and analysis to identify emerging trends and opportunities within markets, • Responsible for identifying, developing and maintaining key client relationships across all geographies, • Additional responsibilities, as assigned. What We’re Looking For: • Minimum of 5-7 years in a sales role with at least 5 years in Relationship Management, • Experience of financial markets and cross-border Investor Relations is a highly preferred, • Established / proven self-starter, • Excellent written and verbal communication skills., • Ability to explain the value proposition and leverage business to assess client needs and drive adoption., • Expertise in leading meetings with strong presentation skills to engage with executives and leaders., • Demonstrated experience with project planning and tracking milestones. Benefits: • Generous Paid Time Off (PTO), • Health, Dental, and Vision Coverage, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA) Dependent & Healthcare, • Limited Purpose Flexible Spending Account (LPFSA), • Generous Paid Parental Leave Program, • Annual bonus and Stock Incentive Program, • 401(K) Plan - Retirement, • Commuter Transit & Parking Program, • Income Protection (Life Insurance, Short- & Long-Term Disability), • Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity) Perks: • Hybrid Work Schedule, • Class Pass Partnership (Fitness & Wellness Programs), • Citi Bike Membership Program, • Mondays – Breakfast Bagels & Wednesdays – Pizza Lunch, • Office Snacks and Beverages, • Monthly birthday celebrations For more information about OTC Markets Group, please visit our public policy advocacy and careers page. No calls or e-mails please. No third-party recruiters. Unsolicited resumes submitted by third-party recruiters will be treated as free referrals, and OTC Markets Group will NOT pay a fee for any placement that may result from receipt of an unsolicited resume, referral, or other submission by a third-party recruiter. Come as you are and just be you. We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds. OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets. OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. Applicants have rights under the federal law: Equal Employment Opportunity is the Law Polygraph Protection Act FMLA Powered by JazzHR rIQWOxC4X6

Job DescriptionOTC Markets Group Inc VP, Senior Investor Relations Success Manager – Corporate Services OTC Markets Group - New York, NY - Full Time OTC Markets Group Inc., operator of premier US financial marketplaces, is seeking a VP, Senior Investor Relations Success Manager to join our Corporate Services team. Since this requires excellent written and verbal communication skills, we ask applicants to please upload a writing sample as part of the application. Please note OTC Markets is currently operating in a hybrid work environment (three days in office, two days remotely). This position is in our NYC office. We invest heavily in employee satisfaction and offer all our employees a highly competitive compensation package. As a dynamic, growing company that fosters an open culture, we emphasize autonomy, responsibility, innovation, and self-discipline. We are looking for someone who wants to make an impressive impact at a company known for its reputation on quality and achievement. Base compensation for this role is up to $200,000 annually, depending on experience. In addition, the position is eligible for our discretionary annual bonus program and equity. What You’ll Do: • Serve as a trusted point of contact for OTC Markets corporate issuer clients throughout the customer lifecycle; build and maintain strong, trusted relationships and develop a deep understanding of client needs., • Develop and execute strategic plans for managing client relationships with clear and compelling data ensuring long term success and growth., • Accelerate success for newly traded companies, close the gap in investor experience for currently traded companies, engage large cap clients to support continued success, • Partner with existing clients to build business expansion opportunities in collaboration with the corporate services business development team., • Create and implement digital education on how to use our OTCQX, OTCQB, and OTCID trading markets to create an informational and operational experience comparable to exchange listed companies., • Develop and implement a strategy for new OTCQX companies to create a consistent digital footprint across the U.S. financial market data and trading ecosystem., • Ensure client relation by conducting regular check-in calls and strategic business reviews., • Drive organic expansion of the business., • Identify areas to change the status quo to reduce market imperfections., • Drive improvement initiatives relating to all aspects of the customer experience., • Educate clients on OTC Markets platforms, content, and technologies., • 5+ years of experience in Investor Relations, either at a NYSE or NASDAQ listed company., • Comprehensive understanding of Investor Relations at U.S. exchange listed companies., • Excellent written and verbal communication skills., • Ability to explain the value proposition and leverage business to assess client needs and drive adoption., • Expertise in leading meetings with strong presentation skills to engage with executives and leaders., • Demonstrated experience with project planning and tracking milestones., • Salesforce CRM experience helpful. Benefits: • Generous Paid Time Off (PTO), • Health, Dental, and Vision Coverage, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA) Dependent & Healthcare, • Limited Purpose Flexible Spending Account (LPFSA), • Generous Paid Parental Leave Program, • Annual bonus and Stock Incentive Program, • 401(K) Plan - Retirement, • Commuter Transit & Parking Program, • Income Protection (Life Insurance, Short- & Long-Term Disability), • Hybrid Work Schedule, • Class Pass Partnership (Fitness & Wellness Programs), • Citi Bike Membership Program, • Mondays – Breakfast Bagels & Wednesdays – Pizza Lunch, • Office Snacks and Beverages, • Monthly birthday celebrations For more information about OTC Markets Group, please visit our public policy advocacy and careers page. No calls or e-mails please. No third-party recruiters. Unsolicited resumes submitted by third-party recruiters will be treated as free referrals, and OTC Markets Group will NOT pay a fee for any placement that may result from receipt of an unsolicited resume, referral, or other submission by a third-party recruiter. Come as you are and just be you. We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds. OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets. OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. Applicants have rights under the federal law: Equal Employment Opportunity is the Law Polygraph Protection Act FMLA Powered by JazzHR QOjgyaEgM1

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR qlI7xWwGAE

Job Description Location: New York - Hybrid About DV Securities: DV Securities is a registered broker-dealer and a member of both FINRA and FICC, with a core focus on fixed income markets. We are active participants in the U.S. Treasury and agency MBS repo markets, supported by a growing platform that facilitates both principal and riskless principal trading activity. The firm is rooted in a culture of innovation, excellence, and collaboration. As part of the broader DV ecosystem—a global network of trading firms active across futures, equities, and structured products—DV Securities benefits from the reach and resources of a multi-asset organization with offices in North America, Europe, and Asia. Joining DV Securities means becoming part of a forward-thinking, agile team that values initiative, adaptability, and a commitment to performance in an ever-evolving financial landscape. Role Overview: DV Securities is expanding its fixed income business and building a new Riskless Principal Desk focused on Treasuries, Corporates, and Structured Products. We are seeking experienced Fixed Income Sales professionals to join the team. Key Qualifications: • Minimum 10 years of fixed income sales experience, • Proven track record with a book generating at least high six figures annually, • Strong, active client relationships with the ability to drive revenue, • Compensation for this position will be commission-based, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description Tacombi is looking for an Area Sales Manager to join our team! The Area Sales Manager will build our brand equity with retailers, distributors and brokers. The ASM will work with their manager to further the development, sales, and promotion of Vista Hermosa products and build brand loyalty both nationally and at store level. Your responsibilities will include: * Complete weekly sales and merchandising calls on accounts (including Natural Specialty Food Stores, Chain Accounts, Foodservice, including new account opportunities, Etc.) * Identify and communicate opportunities in influencer accounts/routes/neighborhoods * Communicate successes, competition trends, deals, product introductions and opportunities via weekly and monthly sales recaps to their manager * Execute available trade promotions at store level to maximize brand potential and eliminate out of stock situations * Leverage key data sources to develop fact-based plans and solutions for closing voids and driving volume * Identify accounts that can be maximized with sampling and communicate to the marketing manager * Execute P.O.S., rack, and other secondary placement opportunities using tools provided from their manager * Build and maintain a relationship with distributors, brokers and merchandising companies and their respective management, office staff, and operations to maximize brand potential * Ensure P.O.S. availability at the distributor and communicate needs to their manager * Check inventory levels at the distributors and communicate potential problems to their manager * Attend sales calls with distributor sales force, broker reps and merchandising companies on a consistent basis to develop relationships and maximize brand opportunities in the trade and open new business * Develop and present distributor and broker facing presentations to communicate goals, sales strategies and best in class execution You should have: * Deeply passionate about the Vista Hermosa brand, inspired by what we represent, and have a desire to make an impact with your career * Obsession for understanding customer behavior: lives, breaths and dreams about how to better reach and * understand our buyers * Enthusiastic and comfortable working in a start-up organization (think rapidly growing / changing environment) * Bachelor's degree in Business Administration, Marketing or related field * 2-4 years of experience in sales * Strong planning, organizational, and project management skills along with excellent interpersonal, written/oral communication and presentation skills, including proficiency with Microsoft Office products (Excel, PowerPoint, Word and Outlook) * Ability to take initiative and work autonomously – you can run with something from beginning to end * Works well with ambiguity – can navigate in the grey and asks the right questions to get at the solution * Analyze opportunities quickly and have an ability to execute company goals efficiently * Resourcefulness to improvise and adapt to deal with daily challenges via creative problem solving * Clean driver’s license, reliable transportation and proof of insurance Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job Description An exciting new insurtech focused on the wholesale market is looking for an Wholesale Broker to join their team. WHOLESALE BROKER RESPONSIBILITIES: • Handle commercial insurance submissions received, • Liaise between retail brokers and insurance carriers, • Engage with retail brokers and develop long-term relationships to grow the submission pipeline, • 3+ years of wholesale brokerage experience, • Salary + bonus, • Health Insurance, • Generous PTO

Job DescriptionJob Title: Mid-Level Corporate Associate – Transactions Specialist / Risk Insurance Overview Direct Counsel is seeking a mid-level corporate associate to join a leading AmLaw 100 firm’s corporate practice. This role focuses on insurance and indemnification matters across a wide range of transactions. The firm is primarily looking to fill this position in New York, but will also consider strong candidates in other U.S. office locations. Key Responsibilities * Advise clients on representations & warranties insurance policies and other transactional risk insurance products. * Provide strategic guidance on indemnification matters in connection with corporate transactions. * Collaborate with attorneys and clients across offices to manage complex deals and negotiations. * Draft, review, and negotiate transaction documents with a focus on insurance-related terms. * Manage multiple projects independently while also working collaboratively in team settings. Qualifications * JD from an accredited law school. * Admission to practice in the jurisdiction where applying. * 2–6 years of experience in the transactional risk insurance space. * Prior experience as a broker or underwriter in this area is highly preferred. * Strong academic background and immediately transferable skills. * Exceptional writing, analytical, and communication skills. * Excellent organizational skills with the ability to manage competing priorities in a fast-paced environment. Compensation & Benefits * Expected hiring range: $235,000 – $390,000, depending on geographic location and experience. * Comprehensive benefits package including medical, dental, vision insurance, and 401(k). * Hybrid work environment with regular in-office presence and flexibility for remote work. Why Join This is a unique opportunity to join a highly regarded corporate practice at a top-tier firm. The role offers meaningful client interaction, sophisticated deal work, and the chance to develop niche expertise in transactional risk insurance while being supported by a collaborative team culture.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Member Company: Convelo Insurance Group ROLE RESPONSIBILITIES • Drive financial performance of assigned region, • Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships, • Create, manage, and meet/exceed a direct written premium plan through ongoing management, • Responsible to achieve/exceed profitability in coordination with Underwriting partners, • Develop and implement an annual regional sales plan in partnership with Underwriting, • Manage Territory Distribution, • Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations., • Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.), • Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business., • Provide Leadership of Territory and Expertise of Sales Process & Products, • Takes ownership and sets an example for the organization, in all communications, with high ethical integrity., • Learn & provide exceptional knowledge of Convelo's product and appetite while also demonstrating outstanding knowledge of competitors' products., • Schedule and run agency visits with distribution partners to drive production & profitability results., • Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process., • Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan., • Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing "street level" feedback., • Bachelor's degree or equivalent experience in business or related field., • Professional designations (CIC, CPCU, ARM) highly desired., • A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures., • 3+ years of territory/region management experience, • Prior underwriting experience preferred.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Department Account Management & Service. When you join the team at HUB International you become part of the largest privately owned global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and

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

Job Description Job Description REGIONAL FLATBED POSITION - Pay $1,500 ~ $1,600/week - Sign on Bonus of $5,000 - Weekend Home time with your Family MUST HAVE A MINIMUM 6 MONTH FLATBED EXPEREINCE& AT LEASE 1 YEAR OF OTR EXPERIENCE TO QUALIFY 27% of the Load 40% to 50% of the loads require tarping Detention Pay Transmission Type: Automatics Drug Test: Urine Vision Drivers Enjoy Great Benefits Health, Dental and Vision Long and Short-Term disability 401k Life Insurance Paid Vacation Call Anthony 404-300-9003 Job Requirements: • Minimum 1 year driving experience with 6 months of Flatbed experience, • Moving Violations are on a point system, • No DUI/DWI’s in the last 5 years, • Automatic DQ’s: recent at fault rollover in the past year & No failed D.O.T alcohol/drug test lifetime, • Felony convictions will review, cannot hire drivers with any pending case the last 5 years, • MUST HAVE TARPING EXPERIENCE Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Job Description Broker Dealer Private Equity and Investment Management Opportunity Attention Wire House brokers and IAR’s: If you are looking for a higher payout and access to private equity products, in addition to your current investment business, we offer three clearing platforms, investment banking products, private equity products, and insurance. The ideal candidate is someone at a larger firm with a lower payout looking for an entrepreneurial environment to offer their customers access to more investment products like Private equity and investment banking opportunities. Series 7, 66, or 63 required. What we are looking for: • FINRA Series 7 and 66 or 63 license required, • Understanding of finance, investment banking, and investment management, • Strong people skills, network, self-starter, ambitious, engaging personality, • Well-organized with the ability to prioritize workload to complete tasks, • Strong communication and interpersonal skills, collaborative by nature, • Attention to detail and problem-solving ability NYC-based, 5-days per week in-office

Job Description Job Description REGIONAL FLATBED POSITION - Pay $1,500 ~ $1,600/week - Sign on Bonus of $5,000 - Weekend Home time with your Family MUST HAVE A MINIMUM 6 MONTH FLATBED EXPEREINCE& AT LEASE 1 YEAR OF OTR EXPERIENCE TO QUALIFY 27% of the Load 40% to 50% of the loads require tarping Detention Pay Transmission Type: Automatics Drug Test: Urine Vision Drivers Enjoy Great Benefits Health, Dental and Vision Long and Short-Term disability 401k Life Insurance Paid Vacation Call Anthony 404-300-9003 Job Requirements: • Minimum 1 year driving experience with 6 months of Flatbed experience, • Moving Violations are on a point system, • No DUI/DWI’s in the last 5 years, • Automatic DQ’s: recent at fault rollover in the past year & No failed D.O.T alcohol/drug test lifetime, • Felony convictions will review, cannot hire drivers with any pending case the last 5 years, • MUST HAVE TARPING EXPERIENCE Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Job Description Full job description Trainee Opening: Yes, straight salary pays for 4 to 6 weeks of Training - $650/week No touch Freight • We are seeking a reliable and skilled Truck Driver to join our team. The ideal candidate will be responsible for transporting goods safely and efficiently while adhering to all safety regulations and company policies., • Earning per week: $ 1,200 to $ 1,400, • Training Pay: $650 per week, • Driving Dry Van and some Refrigerated Loads to deliver designated locations., • Conduct pre-trip and post-trip inspections of the vehicle to ensure safety and compliance with regulations., • Maintain accurate delivery logs and documentation as required by company policies., • Communicate effectively with dispatchers and customers regarding delivery schedules and any issues that may arise during transport., • Valid Class A CDL license, • Must be at least 21 years’ old, • Minimum 0 months’ experience, • Willing to work Over-the-Road (OTR), • Excellent time management skills with the ability to meet deadlines. Anthony directly at (404) 300-9003. Job Type: Full-time Pay: $1,200.00 - $1,400.00 per week Benefits: • 401(k) matching, • Disability insurance, • Employee assistance program, • Life insurance, • Paid orientation, • Paid training, • Passenger ride along program, • Pet rider program, • Prescription drug insurance, • Bonus opportunities, • Detention pay, • Performance bonus, • Safety bonus, • Company driver Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Job Description Full job description Trainee Opening: Yes, straight salary pays for 4 to 6 weeks of Training - $650/week No touch Freight • We are seeking a reliable and skilled Truck Driver to join our team. The ideal candidate will be responsible for transporting goods safely and efficiently while adhering to all safety regulations and company policies., • Earning per week: $ 1,200 to $ 1,400, • Training Pay: $650 per week, • Driving Dry Van and some Refrigerated Loads to deliver designated locations., • Conduct pre-trip and post-trip inspections of the vehicle to ensure safety and compliance with regulations., • Maintain accurate delivery logs and documentation as required by company policies., • Communicate effectively with dispatchers and customers regarding delivery schedules and any issues that may arise during transport., • Valid Class A CDL license, • Must be at least 21 years’ old, • Minimum 0 months’ experience, • Willing to work Over-the-Road (OTR), • Excellent time management skills with the ability to meet deadlines. Anthony directly at (404) 300-9003. Job Type: Full-time Pay: $1,200.00 - $1,400.00 per week Benefits: • 401(k) matching, • Disability insurance, • Employee assistance program, • Life insurance, • Paid orientation, • Paid training, • Passenger ride along program, • Pet rider program, • Prescription drug insurance, • Bonus opportunities, • Detention pay, • Performance bonus, • Safety bonus, • Company driver Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Job Description Job Description Regional North Truck Driver Pay $1,634 ~ $2,019/week - Sign on Bonus $1,125 • Home Time Weekends: 5 days out & 2 days home with your Family Transmission Type: Automatics Drug Test: Urine & Hair Vision Drivers Enjoy Great Benefits Health, Dental and Vision Long and Short-Term disability 401k Life Insurance Paid Vacation Call Anthony 404-300-9003 Job Requirements: • Minimum 9 month driving experience, • Moving Violations:, • No more than 3 in the past 3 years in a CMV, • No more than 2 in the last 12 months in a CMV, • DUI/DWI’s: 1 allowed, but must be outside of 7 years, • Automatic DQ’s:, • Rollover past 4 years, • Lane change accident past 4 years, • Side swipe past 4 years, • Rear end past 4 years, • Improper backing with accident past 3 years, • No Hit and Run/leaving the scene of an accident in the last 5 years, • Felony & Misdemeanor : All reviewable - No pending charges Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Senior Commercial Middle Market Underwriter Property and Casualty Insurance Industry Bring your commercial underwriting experience and New York broker contacts to one of the longest established insurance companies! Review loss experience, insurance to value and loss control reports, in additional to other relevant risk factors. Develop and maintain a strong working knowledge of company underwriting guidelines, coverage forms, enhancements, rating plans and workflow. Responsibilities • Determine the acceptability of commercial lines package and umbrella policies based on company underwriting guidelines., • Use underwriting information such as inspection reports, claims history and commercial applications to make appropriate underwriting decisions., • Determine appropriate premium levels and coverages for commercial package and umbrella policies based on filed rates and individual risk characteristics., • Responsible for maintaining strong business relationships with assigned agencies, which will include agency travel and agency management responsibilities., • Meet or exceed all company service standards for underwriting and processing commercial lines applications, endorsements, renewal policies and new business policies., • 4 year college degree required., • Workers Compensation and Casualty experience preferred., • Achieved or in process of achieving a Professional Designation such as CPCU, CIC, ARM., • Excellent interpersonal and time management skills needed., • Workers Compensation and Casualty experience preferred., • Achieved or in process of achieving a Professional Designation such as CPCU, CIC, ARM.

When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. Interested? Join our team! Responsibilities • Build, maintain, and grow a book of business, • Manage agency relationships and serve as lead client contact, • Create and execute marketing plan to increase new and renewal business, • Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business, • Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management, • Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio, • Lead, train, and develop Assistant and Associate Underwriters Qualifications • Bachelor’s degree or equivalent combination of education and experience, • Minimum 3 years of commercial lines underwriting experience required, excess & surplus experience preferred, • Demonstrated proficiency in sales and marketing, • Proven organization skills and ability with a strong attention to detail, • Interest in continued education and professional development, • Base compensation for position ranges between $105,000 to $130,000 based on qualifications, • Flexible, hybrid & remote options, • Health benefits & 401K with employer match, • Employer paid continuing education courses and designations, • Many opportunities for career advancement About our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Responsibilities When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. Interested? Join our team! Job Duties • Underwrite and supervise a portion of an Underwriter’s book of business, focused on, but not limited to renewals, • Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes, • Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials, • Mentor and train Assistant Underwriters as needed Qualifications • Bachelor’s degree or equivalent combination of education and experience, • 3+ years of Commercial or Personal Lines underwriting support or industry experience, • Strong sales and marketing skills required, • Proven organization skills and ability with a strong attention to detail, • Interest in continued education and professional development to obtain full underwriting authority, • Travel when necessary in order to foster strong client relationships Benefits • Compensation up to $80,000.00, • Employer paid continuing education courses and designations via access to Kaufman Institute, • Health and welfare benefits including medical, vision and dental, • 401K with employer match, • Paid vacation, sick time, and holidays, • Access to Kaufman Wellness Program, • Flexible and hybrid work options About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Position Summary The Inside Broker is responsible for assisting the Broker in developing, managing, and sustaining profitable business by providing high level technical expertise. The role is responsible for managing a broker’s book of business in-house using deep knowledge of initial risk assessments to secure the best coverage and place it smoothly in the right market. They provide customer service, resolve client inquiries through efficient communication, and process routine and complex transactions accurately. What will your job entail? Job Responsibilities: • Collaborates with brokers to craft seamless service and strategic market placement for commercial accounts, ensuring client satisfaction and loyalty., • Demonstrates knowledge of commercial insurance coverages, evaluates submissions from retail insurance brokers, and identifies exposures and coverage required., • Analyzes risk exposures and coverage needs from broker submissions, exercising independent judgment and discretion to strategically place risks with optimal carriers., • Determines suitable insurance markets for quote requests, secures quotes, and manages the placement process according to broker and market agreements., • Analyzes and negotiates optimal quotes terms for coverage and pricing and explains quote details to brokers to facilitate binding decisions., • Ensures lead generation through outbound calls, analyzes online and phone quote activity, and identifies opportunities to expand the business., • Drives revenue development and growth of personal book of business through assigned sales targets., • Partners with retail agencies and brokerage, acting as a key liaison between insurance markets and retail brokers and addressing their needs., • Ensures meticulous account management by attaching and maintaining all necessary documents for the appropriate policy and account., • Bachelor’s degree required, Master’s degree preferred; Business Administration, Sales, and Risk Management preferred., • 5+ years of work experience in Wholesale Brokerage, Commercial Insurance Sales or Underwriting with a Bachelor’s degree or 3 years of work experience with a Master’s degree is preferred. Licenses & Certifications: • State P&C and/or surplus line license is required. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $88,000.00 - $110,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ___ We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ___ The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. About the role: Pontera is seeking a self-motivated and experienced Sales Enablement Specialist to join our growing team. This position will report to the Senior Sales Enablement Manager and be a strategic partner to our sales and marketing teams. You'll support in building, developing, and scaling our sales enablement function to empower the sales team as they effectively position Pontera. Responsibilities • Deliver training to multiple sales roles through different formats: in-person, e-learning, and virtual, • Develop a foundation of customizable training materials with Pontera-specific messaging such as one-pagers, segmented talk tracks, playbooks, competitive fact sheets, sales tools/ tips, quick reference cards, and more, • Foster strong relationships across the sales organization to keep abreast of sales strategies and opportunities, • Create and manage sales onboarding and ongoing sales training, • Partner with product marketing to conceptualize, develop, and roll out sales toolkit materials for new product launches, • Leverage call recording tools to create coaching strategies for managers and uncover opportunities for additional training, • Bring fresh ideas to the team. We want input and dynamic ways to train sales teams that are effective and drive results, • 3-5+ years of related experience in a sales role, ideally within the SaaS or Financial Services industry, • 2-3+ years in a sales enablement role, ideally within SaaS or Financial Services industry (preferable, not required), • Proven track record of taking sales-focused initiatives from conception to completion, • Strong project management skills, • Proven experience with learning mgmt systems (preferable) and CRMs (required), • Experience leveraging call coaching techniques along with their respected sales tools such as Outreach, Gong, etc., • Experience delivering managerial training a plus, • Demonstrates ability to proactively support a fast-paced and dynamic sales team, • Experience working with a creative team to develop marketing materials (light design experience and comfort with creative tools is a plus)WHAT WE OFFER, • Compensation: Annual Salary: $110,000 - $120,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program, • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO dayPontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for a Defined Contribution Relationship Consultant to oversee relationships with Retirement Plan Advisors (RPAs). This newly created function will allow us to utilize key partnerships to continually improve our client experience and our product, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Defined Contribution Relationship Consultant will work with colleagues to iterate our go-to-market strategy in the RPA space. This role will require a strong relationship manager who can demonstrate the value of an innovative tech platform to a well-established industry. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera's agenda forward. This will be an important role contributing to the success of the Defined Contributions Partnerships team at Pontera. RESPONSIBILITIES • Manage an assigned segment of RPAs (firms and individual advisors) associated with advisor firms currently using Pontera 's platform, • Develop and maintain excellent relationships with key stakeholders at assigned firms to drive increased awareness and willingness to advocate for Pontera, • Communicate the value of Pontera for the RPA and Wealth Management sides of the advisory firms, • Create, manage, and expand database of RPA firms and individual advisors, • Collaborate closely with DC Partnerships colleagues and other client facing teams.REQUIREMENTS, • 1 - 3 years of experience in business development, sales, or similar functions within the financial services space, • Proven ability to deliver a high volume of technology product demonstrations to prospective clients, with consultative and tailored messaging, • Demonstrated success to meet or exceed sales targets in a fast-paced environment with an adaptable start-up mindset, • Bachelor's degree or higher in an applicable discipline, • Proven track record of developing and managing successful B2B client relationships, • Excellent communications skills and a demonstrated ability to work collaboratively, • Ability to travel, up to 10%WHAT WE OFFER, • Compensation: Base: $100,000; OTE: $125,000 - $150,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Weaver is looking for an experienced and motivated Audit Manager to join our dynamic Financial Services team. Experience in alternative investment funds, financial institutions, broker dealers, insurance, or related industries.

The BMS Capital Solutions and Advisory business focuses on private capital raising, M&A, ILS and non-core liability management and takes a holistic approach to strategic and capital advisory. BMS Group is a dynamic, independent global broker established in 1980, delivering specialist insurance, rein

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. How you'll make an impact • Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services., • Key responsibilities include; analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels, evaluating and presenting monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary, and evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates., • Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs., • Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients., • Assists in the sales process through production of financial projections on large accounts and related underwriting analysis., • Oversees coordination of and help conduct underwriting team training programs for staff / clients. Required: Bachelor's degree and 5 years experience with Broker or Carrier side with focus on Health and Benefits. Working knowledge of Microsoft Windows applications and Microsoft Office. High degree of understanding of employee benefits funding mechanisms. Must be familiar with carrier reporting systems. Credentialed Actuary - FSA or ASA. Preferred: Microsoft Excel expertise. Effective negotiation skills. Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision. Must maintain favorable relationships with clients, vendors and other office staff. #LI-AM3 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Introduction Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Account management is a primary responsibility as well as retention goals. How you'll make an impact • Responsible for the day-to-day account management for routine/moderately complex client accounts., • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients., • Leads appropriate resources to address the client's risk/capital management needs., • Secures existing business and drives the sale of additional services and coverage levels., • Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers., • Has retention goals for assigned group of accounts., • May coordinate the work of administrative support and customer service. Required: Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience. License required. Able and willing to travel approximately 25% of the time. Preferred: Behaviors: Excellent verbal and written communication skills. Able to quickly determine critical issues. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program ___ to review our U.S. Eligibility Requirements and Pay Disclosure Statement Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Introduction Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Gallagher Bassett Technical Services is seeking an Onsite Safety Professional to work on construction sites in New York City Metropolitan area. We are a highly energetic company and offer competitive benefits. Job Summary: We are looking for a passionate and proactive safety professional to ensure that safety and health procedures are followed on the construction project. Pay: $30-$45/hr depending on experience Hours: This is an as needed position - hours may vary How you'll make an impact Job Duties The Safety Professional to act as the on-site Safety Consultant to assist in improving safety performance on the construction and/or demolition project. The Safety Professional’s activities may include the following: • Collect and maintain copies of Subcontractor Safety Programs in the jobsite field office., • Perform new worker safety orientations that are intended to provide general hazard recognition about conditions specific to the site and maintain a written record of orientations in the safety file. If approved by the Client, a Hardhat sticker program will be implemented., • Verify and document the onsite subcontractor safety representatives/competent persons., • The Safety Professional will coordinate regular Project Safety Meetings, maintaining minutes or some other record. These may be a segment of the regularly scheduled coordination meetings or a separate meeting specifically for safety., • The Safety Professional will collect weekly toolbox talk meeting minutes from Subcontractor Safety Representatives/Competent Persons., • The Safety Professional shall inspect, on a regular basis, areas and items throughout the jobsite in an attempt to determine that the conditions at the site meet the requirements of Federal, State and Local Standards, and the Loss Control Program implemented for the project. Inspections shall not include technical inspections relating to any aspect of design, structural integrity or the means and method of work. The Safety Professional shall maintain a written log of inspections. If unsafe acts or conditions are observed the Safety Professional shall note these observations in the daily log, note the subcontractor that any recommendation for correction was made to, and indicate the date that the item was corrected by the person or company notified., • If necessary, comprehensive accident investigations will be conducted by the Safety Professional; investigation can include interviews, photographs and written reporting., • The Safety Professional shall coordinate loss control inspections with insurance broker, carrier representatives and accompany any regulatory official on safety inspections. Requirements • Minimum of five years of experience working in/with the construction field, • 62 hour supervisor SST card, • 40 hour site safety manager course, • 32 supported scaffold, • 32 suspended scaffold, • S56 CSFSM certificate, • English/Spanish speaking a plus Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.