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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 LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: • Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.), • Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele, • Experience in commercial and residential mortgage lending, • Minimum 3 years in business to business sales, • Excellent written and verbal communication, strong organizational skills, and time management., • High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues., • Comfortability working in a fast paced, technology driven environment, • A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: • Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory., • Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs., • Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities., • Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice., • Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support., • Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services., • Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process., • Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Why LendingOne: • Diverse and inclusive workplace, with a supportive and friendly team, • Company awards, recognitions, and community involvement opportunities, • Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!, • 10 Company-paid holidays, and Paid-time Off, • Work-From-Home Fridays!, • Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection, • We believe in promoting from within

Job Description We are seeking an experienced Equity Derivatives Salesperson to join our sell-side broker dealer in New York. The ideal candidate will bring established institutional client relationships and a proven ability to drive revenue growth. This is a unique opportunity to join an entrepreneurial firm where your impact will be visible and your success directly rewarded. Job Responsibilities • Develop and maintain relationships with institutional clients., • Market and sell equity derivative products, providing insights and tailored solutions aligned with client strategies., • Generate new business opportunities through your existing client network and proactive outreach., • Collaborate with trading to deliver high-quality execution and client service., • Stay up-to-date with market trends and volatility dynamics impacting the options markets. Attributes and Skills • Excellent communication and relationship-building skills., • Entrepreneurial mindset- thrives in a lean, fast-moving environment, comfortable wearing multiple hats., • Ability to work collaboratively in a team-oriented environment and establish effective working relationships with colleagues., • Commercial Drive: strong focus on results, revenue generation, and exceeding performance goals., • Integrity & Trustworthiness: essential for long-term success with institutional clients., • Commitment to excellence: perform duties at the highest level possible on a consistent basis., • Bachelor's degree in finance, business, or a related field., • 2+ years of experience in an equity derivates sales role., • Proven experience in equity derivatives/options sales at a bank, broker dealer, or other financial institution., • Strong understanding of equity options and related derivative products., • Established client network, with active relationships across institutional clients., • Demonstrated track record of generating revenue and driving client business., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The compensation for this role is commissions only. The compensation package that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job Description Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb 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. Lamb has been recognized as one of the best places to and we are proud of our culture! RESPONSIBILITIES Sales Leadership & Business Growth • Lead and manage sales efforts, actively engaging in high-value deal negotiations and assisting Client Executives in closing opportunities to drive team success., • Develop and implement strategic sales initiatives to expand our client base and strengthen market positioning., • Coach and mentor the sales team, enhancing their skills in sales strategies, funnel management, and closing techniques., • Establish and enforce sales processes to ensure consistency, efficiency, and best practices across the team., • Recruit, develop, and retain top sales talent, fostering a culture of high performance and continuous improvement., • Actively participate in networking opportunities, both in-person and online, to build and maintain strong client relationships., • Oversee the early stages of client onboarding to ensure a smooth transition from sales to service teams., • Monitor and analyze sales performance metrics, using data-driven insights to optimize sales strategies., • Ensure alignment between individual and team goals with overall company objectives. QUALIFICATIONS Qualifications • Proven experience as a Sales Manager or in a sales leadership role and must be willing to obtain insurance license post hire., • Demonstrated success in managing and developing high-performance sales teams., • Experience handling medium to long-term sales cycles with a strategic approach to business development., • Proficiency in CRM software and Microsoft Office Suite., • Strong understanding of sales performance metrics and ability to implement data-driven improvements., • Excellent communication, leadership, and problem-solving skills., • Willingness to travel as needed for client engagement and market development.

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Our national law firm client is seeking an experienced mid-level associate (a minimum of 3 years of relevant experience) to join its Business Group. The associate will work with the Firm’s small and large business clients in various industry sectors and regularly work with talented attorneys across the Firm’s six offices. The ideal candidate will have significant experience with contracts in the consumer goods and/or consumer products industry, including Manufacturing Agreements, Distribution Agreements, Sales Broker Agreements, Raw Material Supply Agreements, Packaging Supply Agreements, Equipment Leases, Equipment Purchase Agreements, and Product Purchase and Sale/Supply Agreements. You will work with attorneys and staff motivated by excellent client service. You will find resources and mentors to help you grow professionally and work with a team that values everyone’s contributions. You will also be encouraged to work on pro bono and public service matters. The Firm has a track record of litigating significant pro bono cases that protect the rights of some of society’s most vulnerable people. Candidates in New York, NY; or Washington, D.C. will be considered. Job Requirements: The successful candidate will have: • 3 or more years of experience in drafting, negotiating, and reviewing commercial contracts, with a strong understanding of contract law, risk management, and the ability to collaborate effectively across diverse industries;, • JD from an ABA-accredited law school and license to practice law required;, • Strong academic credentials and excellent analytical and writing skills;, • A client-service approach and exceptional communication skills;, • Enthusiasm to work as part of a diverse team;, • The ability to work on and manage multiple projects at one time;, • Strong attention to detail and organizational skills; The annualized salary range for this position is $165,000 to $180,00. Actual pay will be adjusted based on the candidate’s relevant experience, location, and other job-related factors permitted by law. Other Compensation and Benefits: Our client offers a competitive compensation and benefits package** including, but not limited to, the following: • Medical, dental, and vision insurance;, • 401(k) retirement plan with employer contributions;, • Commuter allowance;, • Disability and life insurance;, • Parental leave;, • Billable credit hours for approved Diversity, Equity and Inclusion and Pro Bono work; and Pre-Employment Screening: Any job offer will depend upon the successful completion of a pre-employment background screening.

Job Description About Us Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the tools to service digital asset securities. To date, Prometheum has built multiple broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). We continue to grow and are looking for hardworking hungry individuals that can contribute to our already great fintech company culture as we traverse new and exciting areas that require a thirst for solving complicated problems. Role:- Product Manager (Financial Services) – Full Time W2 Location:- Fully remote, USA Salary:- $150,000-180,000 Responsibilities:- * This position will be accountable for the successful development of correspondent clearing platform features and broker-dealer onboarding solutions driving a core engineering team’s development work. * Partner with stakeholders, engineers, designers, and the engineering team to put together Business Requirements (BRD) and Product Requirements (PRD) documents for correspondent clearing services and broker-dealer integration platforms. * Following the full product life cycle from conceptualization to launch and ownership of business and technical requirements to build enterprise correspondent clearing and broker-dealer onboarding solutions. * Assist in developing products, features, and road maps by listing out the functionality to be completed for correspondent clearing operations, broker-dealer introductions, and regulatory compliance workflows within a variety of time frames. * Participating in SAFe PI Planning by breaking down the specific business requirement documents and adding functions and technical details of work to be completed for clearing operations and broker-dealer onboarding processes. * Ensure details within Epics / Stories / Tasks are supporting correspondent clearing business requirements and broker-dealer integration needs, documented in Jira/Confluence appropriately. * Work closely with introducing broker-dealers, correspondent clearing partners, and regulatory technology vendors to provide them requirements, regular communication and ensure timely delivery of changes, coordinate testing and change management. * Interfaces with internal and external audiences including IBDs, clearing firms, and regulatory bodies, responding to product-related questions and requests around clearing services and broker-dealer operations. * Design and maintain release notes, create technical content and documentation for correspondent clearing platforms and broker-dealer onboarding processes. * Define and analyze metrics that inform the success of correspondent clearing products and broker-dealer relationship management tools. Qualifications * 3-5 years’ experience managing technical program delivery using common (e.g. scrum, agile) management structures, with direct involvement in requirements analysis, documentation, and quality assurance within correspondent clearing or broker-dealer environments. * Experience with launching a correspondent clearing platform or broker-dealer onboarding solution in FinTech 0→1 and scaling 1→N. * A solid understanding of SDLC and modern web-application technologies with specific application to clearing and settlement systems. * Experience working with correspondent clearing operations or introducing broker-dealer relationships in Product Management or Product Ownership capacity. * Deep understanding of correspondent clearing workflows, including: trade processing, settlement, margin requirements, regulatory reporting, and introducing broker-dealer relationship management. * Experience working with regulated clearing applications and broker-dealer compliance requirements (FINRA, SEC, NSCC, DTC). * Excellent verbal communication and interpersonal skills with proven ability to interface with broker-dealer executives and clearing operations teams. * Experience working with internal clearing operations teams and external introducing broker-dealer partners. * Demonstrable technical writing experience focused on clearing operations and broker-dealer documentation. * Understanding of margin requirements and risk management for correspondent clearing. * Experience with broker-dealer onboarding, due diligence, and compliance workflows. Benefits * Competitive salary based on experience. * Excellent benefits including:- Health, Vision & Dental Insurance. * Fully remote position with equipment provided. * Stock Options. Prometheum is an equal opportunity employer. For questions around this or other employment opportunities with Prometheum please contact Powered by JazzHR qIRbNUxslU

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 and or Tarrytown NY 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. The individual must possess prior experience in steel erection. 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 About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: The Fixed Income Surveillance Specialist reviews trading activity real-time and T+1 to monitor activity related to market manipulation and to ensure accurate and timely Trade Reporting and Compliance Engine (TRACE) as well as best execution, FINRA Rule 5310, for Fixed Income products (Treasuries, Mortgage Back Securities, Government Sponsored Enterprise, Corporate bonds, etc.). This role will also correspond with front office sales & trading, middle office operations and IT on a timely basis to inquire about matters related to daily responsibilities. Core Responsibilities: • Improving on existing trade surveillance operations, • Reporting surveillance activities on a weekly and quarterly basis for stakeholders, • Monthly FINRA report card review and research, • Best Execution reviews, • TRACE reporting review, • Handle daily trade reporting discrepancies, • Stay abreast of any rule changes while effectively communicating these changes to front/middle office personnel., • Oversight of Treasury Auctions, • Compliance Inspections/Testing, • Primary Dealer Compliance Program, • CME Compliance Program, • Assist in policy and procedure review and update, • Bachelor’s Degree – Finance/Business related, • FINRA Series 7 License for General Representatives, • A minimum of 3 years Compliance/Surveillance experience, • Proficient in the following: Bloomberg, NASDAQ SMARTs Surveillance, TRACE, Microsoft Excel/PowerPoint, Visualization creation Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job DescriptionJoin a dynamic finance team supporting regulatory reporting initiatives across broker-dealer and operations projects. This high-impact role offers visibility across multiple business lines and the opportunity to drive process improvements in a fast-paced capital markets environment. Key Responsibilities: • Develop business and functional requirements for regulatory reporting system changes, with a focus on the FR-Y15 report., • Analyze data sources, general ledger, and data warehouse relationships to ensure accurate reporting., • Lead testing phases and reconcile data to source systems., • Implement interim solutions for reporting issues and support inter-report reconciliations., • Review system data flows, identify issues, and propose solutions., • Collaborate with data governance teams to resolve data quality concerns., • 8+ years of financial, regulatory, or accounting experience., • Strong understanding of business risks, internal controls, and U.S. regulatory reporting., • 5+ years of experience in issue escalation, root cause analysis, and implementing preventive measures., • Familiarity with Axiom software and FR-Y15 reporting., • Strong communication and relationship-building abilities., • Proven success in unstructured environments. What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: Company DescriptionFounded in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations. Company Website: in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations.\r\nCompany Website:

Job Description About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the role We are looking for a Market Insights Lead to join us in New York. This is an opportunity for a financial markets professional who combines a deep understanding of hedge fund and trading strategies with exceptional communication and analytical skills. Our Commercial Data Product team transforms securities finance and trading data into actionable intelligence for hedge funds, broker-dealers, and buy-side clients. In this role, you will shape our market narrative and lead the creation of content that informs client strategies, enhances engagement, and strengthens our position as a trusted data-driven thought leader. You will work cross-functionally with sales, product, and technology colleagues to deliver insights that resonate with both trading desks and senior decision-makers. This role is highly visible and ideal for someone who thrives at the intersection of markets, data, and storytelling. What you'll do • Write high-quality market insights, research commentary, and data-driven analysis that reflect a deep understanding of hedge fund and trading strategies., • Produce regular market flashes, data publications, and contribute to The Purple and other industry materials., • Develop thought-leadership content such as white papers, reports, and market perspectives for client and public distribution., • Analyze securities finance, trading, and hedge fund datasets to identify key market trends and investment themes., • Partner closely with sales teams to develop client materials, presentations, and bespoke analysis supporting business development initiatives., • Present market insights and data findings to clients, internal stakeholders, and at external events and industry panels., • Work with product and technology teams to ensure insights and commentary are accurate, data-rich, and aligned with client requirements., • Engage directly with clients to understand their trading strategies, data needs, and decision-making processes to tailor insights effectively., • Contribute to strategic discussions on how data products can evolve to meet market and client demands., • 7+ years of experience in financial markets including deep knowledge of hedge fund and trading strategies, • Excellent written and verbal communication skills with the ability to explain complex topics to technical and commercial audiences., • Strong interpersonal skills and experience in client-facing or advisory roles, comfortable presenting to senior stakeholders and industry audiences., • Advanced data literacy with strong Excel skills; experience interpreting and visualizing large financial datasets., • SQL familiarity is a plus but not essential., • Proven ability to identify market themes and transform analytical findings into commercially valuable insights., • Commercially minded, creative, and proactive, with the ability to connect market insights to client and business growth., • Bachelor's degree in finance, economics, or a related field; CFA or an advanced degree is advantageous. Benefits • 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, ensure you have ample time to rest and recharge., • Discretionary Annual Cash Bonus: A discretionary 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 About Us:- Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the required tools to service digital asset securities. To date, Prometheum has built multiple digital asset security broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). As we continue growing, we are looking for hardworking and devoted individuals that want to contribute to our efforts as we traverse new and exciting areas. Role:- Clearing Firm Manager/Executive - Full Time W2 Location:- New York City, NY Salary:- $250,000 - $400,000 Responsibilities:- * Help build a full service digital asset securities correspondent clearing firm. * Provide leadership and serve as the key point of escalation for internal stakeholders, clearing brokers, custodians, and external vendors as it relates to correspondent clearing. * Assist in the strategy and ideation of clearing products and structure * Manage and analyze clearing or related agreements, understanding variations across counterparties and legal entities, and advising on operational and strategic implications * Maintain strong awareness of industry best practices, emerging market structures, and evolving regulations. * Provide support for internal audits, regulatory inquiries, and compliance tasks. * Help strategize and build the design, implementation, and continuous improvement of products, processes, controls, and systems to support business growth and regulatory compliance * Collaborate with internal stakeholders on correspondent clearing business and regulatory requirements * Complete special projects as assigned for presentation to senior management and external boards * Partner with compliance and risk teams to ensure all operational activities align with FINRA, SEC, and other applicable regulatory frameworks * Collaborate with executive leadership to identify and mitigate risks, resolve escalations, and ensure seamless client service delivery Qualifications:- * Minimum 10 years of experience in finance and clearing operations with a track record of increased responsibilities. * Experienced clearing firm manager/executive with industry experience in all aspects of the correspondent clearing services business on a fully disclosed and omnibus basis. * Bachelor’s degree in finance, accounting or business required * Strong problem-solving and organizational skills * Strong industry knowledge and network * Excellent verbal and written communication skills * Extensive knowledge of Federal Securities Laws and FINRA rules. * Highly detail-oriented, organized, and able to manage multiple priorities in a dynamic, fast-paced environment. * Proven ability to prioritize effectively against complex business demands and deliver on multiple priorities * Benefits:- * Competitive salary based on experience * Stock options. * Excellent benefits including:- Health, Vision & Dental Insurance Prometheum is an equal opportunity employer. For questions around this or other employment opportunities with Prometheum please contact Powered by JazzHR 7ZDPsPyRc3

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

Job DescriptionUrgently hiring a senior associate with financial services litigation experience This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Our Client is a nationally recognized law firm founded more than quarter of a century ago. They provide comprehensive defense litigation and insurance coverage services to their clients; and are proud to represent many leading professionals, businesses, financial institutions and insurance companies. Their attorneys practice in the areas of Professional Liability (including Attorneys, Accountants, Securities Broker-Dealers, Financial Advisors and Planners, Architects & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas). Why join us? Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Commuter benefits Hybrid flexibility (1-2 days per week from home) Job Details Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: We are seeking an experienced Senior Network Engineer to join our IT Infrastructure team within a fast-paced financial environment. This role involves designing, implementing, and maintaining a high-performing, secure, and scalable network infrastructure to support critical financial business operations. The ideal candidate will have expertise with leading networking and voice technologies, an understanding of security practices, and a proactive approach to problem-solving. Reporting to the Network Manager in the Information Technology department, you will be an integral part of the Network group operating in an environment of high team collaboration with a strong desire to respond and resolve problems and requests in a prompt manner. Core Responsibilities: Responsible for the ongoing administration, management, and strategic design of the firm’s network and telecommunications systems: • Provide 24x7 support to maintain continuous uptime for the firm’s corporate network, • Provide Level 2 and 3 support to other teams within the IT department, • Provide Level 2 and 3 support for our IPC turret systems, • Design, deploy, maintain, and monitor network infrastructure including routers, switches, firewalls, and wireless solutions (e.g., Cisco Catalyst, Nexus, Meraki devices)., • Manage VPNs, load balancers (e.g., Citrix NetScaler), and secure remote access solutions., • Configure, maintain, and optimize firewalls (e.g., Palo Alto Networks, Cisco ASA) for robust security and compliance., • Monitor and troubleshoot network performance using industry standard tools (e.g., SolarWinds), • Implement and manage network segmentation and security protocols to protect sensitive financial data., • Collaborate with internal teams to integrate network solutions with cloud platforms such as Microsoft Azure., • Develop and maintain comprehensive documentation for network configurations, processes, and troubleshooting procedures., • Stay updated on emerging technologies, assess their potential impact, and recommend improvements to the current network environment., • Manage and maintain relationships with various telecom / networking / hardware vendors, • Manage and maintain relationships and peering states with market related vendors, • Project Management – ability to lead and manage networking and telephony projects, • Perform moves / adds / changes related to Infrastructure, • Support and maintenance of our Cisco Unified Communications services and recording systems, • Experience supporting and troubleshooting AV equipment (e.g., Cisco WebEx Bar, Cable TV), • Ongoing Data Center maintenance and inventory management, • Address security related tasks / projects, • 7+ years of experience in LAN / WAN / MAN management in a fast-paced financial services environment. Configuring Cisco switches / routers (IOS XE, IOS XR and Nexus OS)., • 7+ years of experience with various network / routing protocols, BGP, EIGRP, OSPF, VPC etc., • 7+ years Cisco firewall (ASA/FTD) and Palo Alto., • 5+ years of experience in VoIP and mixed TDM environment., • Solid knowledge of VPNs, load balancers, NetScalers, and secure remote access solutions., • Data Center management experience. Knowledge of wiring and cabling infrastructures., • Ability to work late in order to troubleshoot and perform upgrades and system maintenance outside of business hours., • Ability to independently manage multiple projects simultaneously from research and testing through to production deployment., • Experience in dealing with telecom vendors throughout the circuit provisioning lifecycle., • Experience with network security systems / services as well as enterprise monitoring systems., • Exceptional network troubleshooting skills and ability to resolve complex technical issues., • Excellent communication skills with a focus on customer service, • CCIE Voice Certification, CCIE Routing and Switching, IPC Level 1 Certification, Cisco VOIP Training, Cisco Security or Cisco Data Center certifications., • Hands on experience with network automation tools. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job Description Entry Writer – New Jersey ???? Salary: $50,000 – $75,000 (commensurate with experience) ???? On-site | Full-time | Substantial Global Freight Forwarder About the Opportunity: A well-established international freight forwarder is seeking an experienced Entry Writer to join its growing Customs Brokerage team in New Jersey. This is an excellent opportunity to build a long-term career with a stable, reputable company that values compliance, teamwork, and professional development. Requirements Key Responsibilities: • Prepare, review, and file customs entries for import shipments in compliance with U.S. Customs and Partner Government Agencies (PGA) regulations., • Classify merchandise using HTS codes; verify valuation, country of origin, and duty calculations., • Communicate with importers, carriers, and agencies to resolve holds, exams, or documentation issues., • Maintain complete and compliant entry documentation and audit records., • 1–3+ years of customs entry writing or import operations experience within a freight forwarding or customs brokerage environment., • Working knowledge of CBP regulations, HTS classification, and PGA filings (FDA, USDA, EPA, etc.)., • Experience using systems such as CargoWise, AS400, or similar., • Excellent attention to detail, accuracy, and written/verbal communication. Standard Benefits: • Medical, Dental, and Vision Insurance, • 401(k) Retirement Plan with Company Match, • Paid Time Off (Vacation, Sick, and Holidays), • Life and Disability Insurance, • Work for a substantial, well-established freight forwarder with strong industry presence., • Supportive and collaborative work culture focused on long-term growth., • Competitive compensation and benefits aligned with industry standards.

Job Description About Us We are a a global financial technology firm serving over 200 of the world's leading financial institutions, including asset owners, broker-dealers, hedge funds, and lending banks. Since launching in 2001, we have become a trusted partner to the securities finance industry, offering a suite of Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions that power efficiency and connectivity across global markets. Our trading platform processes more than $40 trillion in annual notional making us an integral part to the functioning of capital markets. Headquartered in New York with offices across North America, EMEA, and Asia-Pacific we are proud to be Great Place to Work Certified in multiple countries. We are consistently recognized for excellence and innovation and offer an environment where talented people can make a real impact on the future of financial technology while growing their careers in a collaborative, global team. Reports to: CIO and CPO (functionally overseen by Chief of Staff) Additional Information: As a strategic operations role this position would suit an experienced strategic operator who has previously held roles such as Chief Operating Officer, Chief of Staff, Business Manager, Head of Strategy, or Director of Business Operations supporting senior executives in technology or product-led organizations. About us We are seeking a Business Manager, Technology and Product to join us in New York. This is a strategic leadership role supporting both our Chief Information Officer (CIO) and Chief Product Officer (CPO), focused on business management, operational planning, and cross-functional alignment across our technology and product organizations. The role does not involve direct ownership of technology delivery or product development teams. As a private equity-owned company, we are focused on driving operational efficiency, scaling our technology and product functions (collectively known as R&D), and preparing for growth and acquisitions. This role plays a key part in partnering with leadership to meet the heightened expectations for strategic execution and business management that come with PE ownership. We're looking for an experienced, results-driven operator who thrives in high-accountability environments. The ideal candidate brings a balance of strategic thinking, operational rigor, and strong communication skills, with the confidence to influence at the executive level. What you'll do • Lead business operations across Technology and Product, including strategic planning, leadership meetings, and internal communications, • Act as a strategic partner to the CIO and CPO, driving the business and operational rhythm of the R&D organization rather than managing technical or product delivery teams., • Drive operational efficiency across R&D by improving processes, streamlining decision-making, and holding teams accountable to execution plans., • Coordinate and track strategic initiatives, proactively identifying and escalating risks to ensure alignment with leadership priorities., • Collaborate with R&D leadership on resource capacity planning to support roadmap prioritization and successful delivery., • Serve as the primary liaison between Technology/Product and cross-functional partners, ensuring clear communication and effective collaboration., • Partner with Finance on budgeting and performance reporting to provide leaders with the insights needed for sound decision-making., • Partner with Procurement to support vendor and contract management, ensuring expense control and alignment with budget targets., • Develop high-impact executive presentations, crafting clear and compelling materials for CEO and Board audiences., • Own and maintain core tools including org charts, initiative trackers, dashboards, and planning frameworks., • Lead the planning and execution of Tech/Product offsites and all-hands meetings., • Partner with the Chief of Staff to the CEO to ensure alignment with company-wide priorities and operational standards., • Proven experience managing complex, cross-functional business operations or program management within technology and/or product organizations, • Strong strategic thinking and operational discipline, with a proven ability to drive measurable outcomes and process improvements., • Exceptional communication and presentation skills, with experience producing polished, executive-level PowerPoint materials., • Comfortable working closely with C-level executives, balancing competing priorities and delivering under tight deadlines., • Demonstrated ability to operate effectively in fast-paced, high-accountability environments., • Experience supporting M&A activities, including due diligence and integration coordination, is highly desirable., • 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 Description Winget, Spadafora & Schwartzberg, LLP seeks an Associate Attorney with 2-5 years of litigation experience to join its headquarters in New York City. NY & NJ bar admission required for diverse practice including professional liability, securities litigation, labor & employment and insurance broker liability. We are looking for candidates with experience in civil litigation and a demonstrated ability to independently move cases toward resolution or trial. Hybrid schedule (4 days in-office). Salary is commensurate with experience, but the range for this position is $100,000.00 - $130,000.00 (not including bonus). Position Summary Key Responsibilities and Accountabilities • Efficient management of multiple cases., • Timely preparation of pleadings, motions and discovery., • Participate in mediations, hearings and depositions as required., • Evaluation of findings and development of strategies and arguments in preparation for presentation of cases., • On-time completion of reports/projects, in adherence to partner and client needs/guidelines., • Ability to comprehend complex matters, to identify and to articulate core issues, and to understand applicable legal principles., • Possess keen-eye for detail, coupled with exceptional research and proofreading abilities., • Ability to work independently, as well as part of a team., • Effective written and oral communication skills., • J.D. from an accredited law school., • 2-5 years of civil litigation experience., • Generous Benefits Package., • Hybrid Schedule (4 days in-office)., • Eligibility to Participate in our Associate Bonus Program., • Associate Attorney Mentorship Program., • Collaborative and Collegial Work Environment., • Opportunities to bond with other firm employees at various functions throughout the year., • Winget, Spadafora & Schwartzberg LLP prioritizes providing its employees with opportunities for Growth and Development as a professional.Company DescriptionWinget, Spadafora & Schwartzberg, LLP (“WSS”) is a nationally recognized law firm founded over three decades ago. WSS has offices in New York, NY; Jersey City, NJ; Stamford, CT; Boston, MA; Philadelphia, PA; Miami, FL; Houston, TX; Los Angeles, CA; and Boulder CO. WSS is an industry leader in securities litigation and regulatory defense for broker-dealers, financial professionals and registered investment advisors. WSS also defends Professional Liability (including Attorneys, Accountants, Architects, Design Professionals & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Insurance Coverage; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas) matters across the United States.Winget, Spadafora & Schwartzberg, LLP (“WSS”) is a nationally recognized law firm founded over three decades ago. WSS has offices in New York, NY; Jersey City, NJ; Stamford, CT; Boston, MA; Philadelphia, PA; Miami, FL; Houston, TX; Los Angeles, CA; and Boulder CO. WSS is an industry leader in securities litigation and regulatory defense for broker-dealers, financial professionals and registered investment advisors. WSS also defends Professional Liability (including Attorneys, Accountants, Architects, Design Professionals & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Insurance Coverage; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas) matters across the United States.

Job DescriptionAbout Beam:Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience. The Role: A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate your market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some markets, you will also play a critical role in supporting Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels. You will use a variety of tactics (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. You will be active within your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence. Your success lies in developing a balanced approach—prioritizing high-quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long-term strategic partnerships will contribute to your success and Beam’s growth. What Makes You Successful: You develop a long-term strategy.You focus on cultivating meaningful broker relationships and consistently aim for quality over sheer quantity both in relationships and in working your pipeline / sales opportunities. You adopt a forward-thinking mindset, always considering how to maximize value for brokers and Beam. You are adaptable to change.As part of a fast-growing company, you thrive in an agile and dynamic environment, embracing change as an opportunity to grow and innovate. You are coachable.You welcome constructive feedback and leverage resources provided by your Sales Director, Sales Enablement, and Revenue Operations to continuously improve and stay ahead of the curve. You are a team player.You actively contribute to Beam’s larger mission by executing new strategies, utilizing sales tools, and embracing talk tracks provided by Sales Leadership and Enablement. You share market insights to improve our go-to-market strategies. You are accountable.Metrics and activity tracking are tools you use to gauge success and stay aligned with goals. You see these as allies in driving both personal and team performance. You are creative.You think outside the box, bringing fresh ideas to the table and exploring innovative approaches. You maximize the use of tools and technology in standard and unconventional ways to achieve success.Joining Beam Benefits Means: • Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels, • Collaborating with a diversely skilled team to continuously improve, • Being empowered as an owner and expert, • Being motivated by improving how people access employee benefitsYour Impact (What You Will Do):, • Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process, • This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections, • Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos, • Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients, • Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets, • Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed, • Track and analyze activity and sales metrics to ensure alignment with goals, • Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success, • Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency, • Minimum 20% in-market travel requiredYour Experience:, • 3+ years of B2B sales experience in a high-volume role, with channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies), • Experience working in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products, • Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers, • Strong organizational skills combined with exceptional written and verbal communication abilities, • Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools, • Familiarity with Salesforce is a plusMedical sales, insurance sales, employee benefits, HR, or brokerage experience is not required but is preferred, • Requirement to secure your Life & Health license within 60 days of your start date, • A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building, • Ability to travel up to 50% of the time within your assigned territory for in-person meetings and eventsTraining and Development:, • Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role, • You’ll develop into a nimble sales researcher, highly skilled at discovery and adept at multi-threading to navigate complex sales processes effectively, • Master industry-specific communication and sales techniques to effectively identify employee benefit broker needs, propose tailored solutions, and close deals with confidence, • Gain expertise in Beam’s internal administrative tools and leverage the industry’s leading CRM platform, Salesforce, to manage your pipeline and maximize efficiency

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 within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth! RESPONSIBILITIES • GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms., • Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations., • Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives., • Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS, • 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company, • Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus), • Advanced spreadsheet and modeling skills and ability to draw insights, • Strong attention to detail, • Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams., • Strong problem solving skills and collaborative approach to solutioning, • Self-motivated and able to run with projects autonomously with minimal oversight, • Experience with executive-level reporting and presentations is a plus, • Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus, • Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus, • Familiarity with wealth management industry is a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $110,000-$140,000, • 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 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 an experienced Multi-Line Senior Claims Examiner to join our dynamic Claims team. The examiner will be responsible for handling of specialty lines claims and management oversight of TPA claims as well as some handling of individual claim files, collaborating with underwriters throughout the claims process and marketing BHSI Claim Service to customers. We are seeking candidates with a high level of technical skill, as well as excellent communication and interpersonal skills. The position will be based in either our New York, Boston or Atlanta office. Duties & Responsibilities: • Responsible for the oversight, managing and adjusting of primary and TPA claims to include; commercial auto, general casualty, errors & omission, accident & health, homeowner and commercial property claims. Ensure high level of customer service and technical claim file quality., • Duties include proactive handling of claims from first notice of loss through ultimate resolution, working and advising internal partners on claims, developing a plan of action for ultimate resolution, obtaining budgets and meeting with clients and brokers., • Perform audits of TPA claims., • Process monthly funding for TPA accounts., • Provides outstanding customer service and works well with the insured, broker and TPA in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicates coverage positions effectively., • Conducts, coordinates, and proactively directs investigation, defense and settlement of claims., • Directs and closely monitors assignments to experts and defense counsel., • Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Drafts reports, sets reserves within authority or make claim recommendations concerning reserve changes., • Travels to audits, conferences, mediations, and trials as necessary Qualifications, Skills, and Experience: • 5+ years of multi-line claim handling experience or matching equivalency; and be able to demonstrate technical competence in the handling of specialized program claims., • College degree preferred., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal communications and negotiation skills., • Ability to work in a team environment., • Should have technical competence in all aspects of multi-line claims with particular emphasis on customer service., • Experience in handling and adjusting claims in all 50 states and possess required licenses. 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 $70,000 to $90,000, 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 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 DescriptionWe’re hiring a Business Analyst Consultant!Employment type: Full Time/Direct Hire (No Agencies or C2C)Location: New York City or Charlotte, NC Metropolitan RegionsLocation Type: Hybrid - Home Office/Local Ippon office (1-2 days per week onsite) About Ippon:The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering. About the position:We’re seeking a Business Analyst Consultant with Asset Management experience to join our team. The ideal candidate will serve as the bridge between business and technology, translating complex investment, trading, and portfolio management needs into clear, actionable requirements and user stories. You’ll work closely with cross-functional teams of consultants, product owners, and engineers to deliver technology-enabled solutions that improve data transparency, automation, and operational efficiency across investment platforms. This is a mid-to-senior-level consulting role, ideal for someone who thrives on problem-solving, engaging directly with clients, and creating clarity in fast-moving, complex environments.Roles and Responsibilities: • Discovery & Analysis, • Conduct client stakeholder interviews and workshops to elicit, document, and validate business requirements, • Analyze current-state workflows, data flows, and system dependencies across portfolio management, trading, compliance, or reporting functions, • Define future-state process maps and identify improvement opportunities, • Translate requirements into epics, features, and user stories with clear acceptance criteria, • Analyze data quality, identify gaps, and quantify business impact to inform prioritization, • Data & Systems Understanding, • Partner with data and engineering teams to define data mapping, lineage, and transformation rules, • Use SQL or query tools to validate data sets, confirm business rules, and troubleshoot data quality issues, • Validate data transformations and business rules through hands-on testing and scenario analysis, • Understand investment data models, reference data, and integration points between front, middle, and back-office systems and collaborate with engineers to translate business requirements into aggregable, reusable data models, • Use SQL, DAX, and Python to explore, validate, and model data in support of reporting, analytics, and decision-making, • Consulting & Delivery, • Frame business problems, shape solution options, and prioritize initiatives based on business value, • Serve as or support project leads and tech leads in defining scope, timelines, and delivery milestones, • Connect business objectives with technical execution, ensuring data and engineering teams deliver solutions aligned to stakeholder needs, • Support UAT, change management, and product/project go-live readiness, • Relationship & Communication, • Build trusted advisor relationships with client business and technology stakeholders, • Clearly communicate insights, findings, and recommendations to executive and technical audiences, • Mentor team members by sharing knowledge of asset management concepts, workflows, and business drivers to strengthen their industry acumen and client impactCompetencies we are looking for:, • Minimum Qualifications:, • 5+ years of Business Analyst or Product experience in Asset Management, Buy side, Investment Operations, etc., • 2+ years of experience in consulting or client-facing roles able to assess client needs, use cases, structure problems, communicate clearly, and deliver value with minimal direction, • 2+ years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery, • Strong understanding of asset classes (equities, fixed income, derivatives), order management systems (OMS), and performance or accounting data flows., • Ability to interpret complex financial instruments, data, and transactions., • Experience delivering solutions with data visualization tools (Power BI, Tableau), • Proficiency in reading or writing basic SQL to validate business rules, test data, or troubleshoot issues, • Familiarity with data warehousing concepts, APIs, and integration workflows, • Experience working in Agile delivery environments with tools such as Jira and Confluence, • Exceptional written and verbal communication skills, with the ability to bridge business and technical domains, • Preferred Qualifications:, • Bachelor’s degree in Finance, Business, Computer Science, or related field, • Relevant certifications such as CFA, CAIA, or PMP certification, • Python programming experience, • Prior experience working within or supporting a FINRA-member firm, broker-dealer, or registered investment adviser (RIA), • Experience with investment accounting systems, data integration platforms, or cloud-based portfolio analytics solutions, • Exposure to regulatory initiatives (ESG reporting, data lineage, compliance automation), • Familiarity with enterprise-scale software development lifecycle and associated processesWhat we offer:, • Competitive salary – Great starting salaries for well qualified candidates, • Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best, • Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs, • 401k with company match - Ippon offers an industry leading 401(k) matching plan, • Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans

Job Description Healthcare quality is declining and soaring costs are crushing American families and businesses. At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique incentive model that's reshaping the healthcare economy to ensure everyone can afford high quality care. By providing organizations relief from surging healthcare costs, we've experienced rapid adoption in the market and have more than doubled our revenue annually over the last 5 years, becoming the fastest growing company in our space. To support our continued growth, we're expanding our team by over 50% each year, seeking exceptional talent to shape our unique, award winning culture (for example, USA Today Top Workplaces 2025) designed to cultivate teamwork, trust, autonomy, exceptional results, and individual growth that creates an inflection point in your career. About the role: We're looking for a Regional Sales Director to deliver strong sales results for our fully and self insured products in the 500-5,000 life segment. This role's focus is relationship management within our partnership ecosystem of benefits brokers, consultants, general agents and employers. This position is fully remote. What you will do: • Own revenue responsibilities for Garner's fully insured product, focusing on the 200-5,000 life segment, • Continue and expand on Garner's existing fully and self insured broker partnerships, • Develop foundational infrastructure and processes for tracking our fully insured sales and partnership pipelineWhat you will bring to the team:, • Experience in a quota-carrying sales or sales support role, • Experience in health insurance strongly preferred, • A desire to work in a rapidly evolving startup environment with notable upside, • A desire to be a part of our mission to improve the healthcare system

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 Complex Claims Director on our Architects & Engineers (A&E) Professional Liability team. At BHSI, our claims professionals are an integral part of our business. Every claim is handled with the utmost skill by seasoned and dedicated claims professionals. We are seeking an experienced professional to join our growing team in the Atlanta, Boston, Chicago, New York, or Plymouth Meeting office. This position is a great opportunity for practicing lawyers looking to transition out of a law firm as well as claim professionals with professional liability claims experience. In this role, the Complex Claims Director will have a unique opportunity to handle and adjust all facets of Architects & Engineers Professional Liability claims in a highly collaborative team environment, dedicated to best in class claims handling. Duties and Responsibilities: • Manage and adjust Architects & Engineers Professional Liability claims impacting primary and excess policies while ensuring the highest level of customer service and technical claim file quality., • Proactively handle claims from first notice of loss through ultimate resolution while advising internal partners and meeting with clients and brokers., • Collaborate and partner with the insured and broker in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively., • Conduct, coordinate, and proactively handle the investigation process and ensure timely resolution of claims., • Directly and closely monitor assignments to experts and defense counsel as necessary., • Evaluate information related to coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Draft reports, set reserves within authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and trials as necessary. Qualifications, Skills, and Experience: • A minimum of 10 years’ experience handling professional liability claims and/or construction claims, or matching equivalency; and be able to demonstrate technical competence in the handling of specialized claims., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal, communication, investigative and negotiation skills., • Ability and willingness to work effectively in a team environment and handle multiple tasks simultaneously., • Demonstrated experience in handling and adjusting claims in multiple jurisdictions and must possess, or successfully obtain , the required licenses., • JD preferred. 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 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 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. Subsidiary: Lamb Insurance Services RESPONSIBILITIES Sales Leadership & Business Growth • Lead and manage sales efforts, actively engaging in high-value deal negotiations and assisting Client Executives in closing opportunities to drive team success., • Develop and implement strategic sales initiatives to expand our client base and strengthen market positioning., • Coach and mentor the sales team, enhancing their skills in sales strategies, funnel management, and closing techniques., • Establish and enforce sales processes to ensure consistency, efficiency, and best practices across the team., • Recruit, develop, and retain top sales talent, fostering a culture of high performance and continuous improvement., • Actively participate in networking opportunities, both in-person and online, to build and maintain strong client relationships., • Oversee the early stages of client onboarding to ensure a smooth transition from sales to service teams., • Monitor and analyze sales performance metrics, using data-driven insights to optimize sales strategies., • Ensure alignment between individual and team goals with overall company objectives. QUALIFICATIONS Qualifications • Proven experience as a Sales Manager or in a sales leadership role and must be willing to obtain insurance license post hire., • Demonstrated success in managing and developing high-performance sales teams., • Experience handling medium to long-term sales cycles with a strategic approach to business development., • Proficiency in CRM software and Microsoft Office Suite., • Strong understanding of sales performance metrics and ability to implement data-driven improvements., • Excellent communication, leadership, and problem-solving skills., • Willingness to travel as needed for client engagement and market development.

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: CoreWeave is seeking a highly experienced and strategic Global Insurance Manager to lead and manage the company's global corporate insurance portfolio and programs. This role will be responsible for designing, evaluating, and managing CoreWeave's insurance portfolio and risk exposure across all business lines and geographies. The ideal candidate will serve as the company's subject matter expert on insurance matters, advising senior executives and the Board of Directors on key issues impacting CoreWeave's operational resilience and long-term financial protection. About the Role: As the Global Insurance Risk Manager, you will: • Insurance Program Oversight: Oversee CoreWeave's global portfolio of public company corporate insurance programs including general liability, property, cyber, D&O, workers' compensation, and international coverages. Develop pre-renewal strategies and lead the annual insurance renewal process for CoreWeave globally., • Broker and Carrier Relationship Management: Serve as the primary relationship manager with CoreWeave's insurance broker, ensuring service quality and alignment with CoreWeave's strategic goals. Evaluate due diligence on primary, secondary, and excess insurance carriers to ensure financial stability and responsiveness., • Risk Assessment & Mitigation: Evaluate risks to CoreWeave's extensive global physical asset portfolio (data centers, GPU, hardware, equipment, infrastructure, etc.) and determine risk mitigation strategies (elimination, control, insurance). Lead internal risk identification initiatives, collaborating with cross-functional teams to assess and prioritize exposures., • Executive & Board Engagement: Provide strategic insurance and risk recommendations to CoreWeave's senior leadership and Board of Directors. Deliver presentations and reporting materials to communicate insurance program status, claims trends, and emerging risk concerns., • Corporate Transactions & Strategic Initiatives: Partner with Corporate Development to evaluate insurance implications for acquisitions, divestitures, new ventures, and geographic expansion. Manage integration of newly acquired entities into CoreWeave's insurance programs and risk management framework., • Coverage Optimization: Evaluate and negotiate policy terms, limits, deductibles, and program structure to optimize value and reduce cost. Ensure competitive pricing through market benchmarking and negotiation with brokers and carriers., • Claims Management: Lead and coordinate the reporting, negotiation, and settlement of insurance claims across all business lines. Liaise with brokers, carriers, claims adjusters, subcontractors, and external legal counsel as necessary., • Compliance & Administration: Manage the issuance and renewal of certificates of insurance and additional insured endorsements. Support ongoing regulatory compliance for all insurance-related matters globally., • 8+ years of progressive experience in insurance risk management, preferably at a public or multinational company., • Proven expertise in structuring and managing global insurance programs and claims resolution., • Deep knowledge of commercial insurance lines, risk control strategies, and carrier/broker management., • Strong financial acumen and understanding of risk modeling, policy negotiation, and market dynamics., • Exceptional communication and presentation skills; able to engage effectively with C-suite and Board-level stakeholders., • Familiarity with the insurance implications of data centers, cybersecurity, and hardware-intensive operations. At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $115,000 to $168,000 The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Healthcare quality is declining and soaring costs are crushing American families and businesses. At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique incentive model that's reshaping the healthcare economy to ensure everyone can afford high quality care. By providing organizations relief from surging healthcare costs, we've experienced rapid adoption in the market and have more than doubled our revenue annually over the last 5 years, becoming the fastest growing company in our space. To support our continued growth, we're expanding our team by over 50% each year, seeking exceptional talent to shape our unique, award winning culture (for example, USA Today Top Workplaces 2025) designed to cultivate teamwork, trust, autonomy, exceptional results, and individual growth that creates an inflection point in your career. About the role: We're looking for a Senior Account Executive to deliver strong sales results within the fully & self-insured market in the 50-500 life segment. This role's focus is relationship management within our partnership ecosystem of benefits brokers, consultants, general agents and employers. This position is fully remote. What you will do: • Own revenue responsibilities for Garner's fully & self-insured market, focusing on the 50-200 life segment, • Continue and expand on Garner's existing fully insured broker partnerships, • Develop foundational infrastructure and processes for tracking our fully insured sales and partnership pipelineWhat you will bring to the team:, • Experience in a quota-carrying sales or sales support role, • A desire to work in a rapidly evolving startup environment with notable upside, • A desire to be a part of our mission to improve the healthcare system, • Experience in health insurance strongly preferred

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 Contractors Equipment (CE), Inland Marine Underwriter to join us in the US based team office. We are flexible as to which BHSI office this role is fulfilled out of, NYC, Boston, Chicago, Atlanta, Houston, Los Angeles or San Francisco. Join us in the Marine team as you’ll get to work with a highly collaborative and close-knit underwriting team. This is a great environment for you to continue building momentum in your underwriting career and work with a knowledgeable team with deep expertise in Marine. We are looking for talented individuals to help grow our portfolio and to work closely with our team as we strive for efficient, accretive growth. Duties & Responsibilities: • Develop and continue to build the Contractors Equipment line within the Inland Marine book of business, working closely with our CE leader who is based in NYC, • Establish, develop, and expand broker and customer relationships working independently and in conjunction with other BHSI product lines, • Work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity Qualifications, Skills and Experience: • 2-5+ years P&C insurance underwriting experience, • Experience with Inland Marine lines and background in Contractors’ Equipment underwriting are strongly preferred, • Strong existing broker relationships, • Experience and strong understanding of policy forms, including broker manuscripts and AAIS, • Experience marketing to specialized brokers, • Strong collaboration and team building skills, • Must be entrepreneurial and a self-starter, • Strong communication skills including advanced negotiation, communications, and presentation experience 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 $85,000 to $120,000, 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 About Us We are a a global financial technology firm serving over 200 of the world's leading financial institutions, including asset owners, broker-dealers, hedge funds, and lending banks. Since launching in 2001, we have become a trusted partner to the securities finance industry, offering a suite of Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions that power efficiency and connectivity across global markets. Our trading platform processes more than $40 trillion in annual notional making us an integral part to the functioning of capital markets. Headquartered in New York with offices across North America, EMEA, and Asia-Pacific we are proud to be Great Place to Work Certified in multiple countries. We are consistently recognized for excellence and innovation and offer an environment where talented people can make a real impact on the future of financial technology while growing their careers in a collaborative, global team. About the Role We are looking for a Senior Human Resources Business Partner (HRBP) to join us in New York. This role will play a key part in shaping and executing our people strategy across multiple regions. The HR team partners closely with business leaders to drive performance, build capability, and ensure a culture of inclusion and excellence. As a strategic advisor, this role will be pivotal in aligning HR strategies with business objectives, managing complex employee relations matters, and delivering scalable people solutions that enable growth. The Senior HRBP will work with senior stakeholders globally, supporting initiatives that drive engagement, performance, and organizational effectiveness. What You'll Do • Independently lead and close out PIPs/ER issues., • Build strong relationships with managers to enable coaching dialogue on all people topics including performance management, giving and receiving feedback, and organizational design, resulting in improved performance outcomes and talent development., • Lead the movement of TA team members over to be fully papered at EquiLend (own and orchestrate the TUPE consultation process)., • Support the CPO and consultants on the successful project management and execution of the PEO to fully ensured benefits transition in the US by EOY 2026., • Serve as a trusted advisor to managers across the organization, aligning HR strategy with business goals and supporting organizational growth., • Provide coaching and advisory support to managers to build leadership capabilities and enhance team performance., • Act as the primary point of contact for employee relations issues across the US and EMEA, managing complex cases with sound judgment., • Support succession planning, workforce planning, and organizational design initiatives., • Facilitate the performance review process, ensuring fairness, consistency, and alignment with company objectives., • Drive employee engagement initiatives that foster a positive culture and high levels of retention., • Partner with global HR colleagues to ensure consistency in employee experience across offices., • Design systems and processes to report on global HR metrics that measure organizational health and talent performance. Manage the data and report out on it as needed, including for board materials., • Support business-wide learning needs and coordinate learning and development programs in the US, including leadership development and ad hoc training initiatives., • Partner with Legal to codify and, where needed, publish HR policies and procedures for the employee base., • Shape and reinforce culture through HR practices that promote inclusion, collaboration, and accountability., • Maintain up-to-date knowledge of labor laws and regulatory requirements in the US, UK, and EU, ensuring risk mitigation and compliance., • Project-manage strategic HR initiatives, including M&A integrations as they arise., • Play a lead role on compensation strategy, headcount planning, and other high-impact projects that support growth and scalability., • Partner with Talent Acquisition to identify future workforce needs and ensure a seamless hiring experience aligned with business objectives., • Lead periodic organizational health assessments and drive follow-up action plans with business leaders., • Contribute to the development of equitable and competitive total rewards frameworks across regions., • 8+ years of HR business partnering experience, with a track record of independently supporting a business unit(s) of meaningful size across the full spectrum of HR matters (talent, performance, employee relations, development, compensation, change)., • Experience within technology or financial services, ideally in a global, high-growth, and scaling environment., • Ability to align HR strategies with business objectives, influencing senior stakeholders and driving organizational outcomes., • Data-driven and metrics-focused, with the ability to assess impact and demonstrate results against key people and business KPIs., • Knowledge of labor laws and employment practices across the US (UK and EU are nice to have), with proven expertise in managing complex employee relations matters., • Strong background in performance management, succession planning, and leadership development, with the ability to design and implement scalable solutions., • Demonstrated success in managing HR projects such as M&A integrations, organizational transformation, or large-scale change initiatives., • Possess a servant leadership mindset, feeling responsibility for identifying opportunities for improvement and pursuing initiatives that make a meaningful impact on the business., • Excellent written and verbal communication skills with the ability to influence, build trust, and partner effectively at all levels of the organization., • Adaptable, collaborative, and proactive, with the ability to manage ambiguity and thrive in a fast-paced, evolving environment., • Demonstrates strong analytical and data interpretation skills to support strategic workforce decisions., • Shows proficiency with HR systems and tools (e.g., Workday or similar) for data reporting and process management., • Displays sound judgment and discretion when managing confidential or sensitive employee matters., • Demonstrates a continuous improvement mindset, seeking efficiencies in HR processes and programs., • 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 As VP of Finance and Accounting, you’ll be the firm’s senior finance leader — but also its core executor. This is a roll-up-your-sleeves role, ideal for someone who is comfortable both building strategy and completing the day-to-day accounting, reporting, and compliance tasks themselves. The VP of Finance and Accounting is also responsible for managing the financial activities of the company, adhering to generally accepted accounting principles (GAAP) and the rules established by the Securities and Exchange Commission (“SEC”), the Financial Industry Regulatory Authority (“FINRA”) and other regulatory entities. You will work directly with the CEO and be deeply involved in financial decision-making. Responsibilities • Own and execute all accounting and finance operations — from data entry to month-end close to management-level reporting., • Handle general ledger accounting, journal entries, account reconciliations, and accruals., • Develop and manage the budget and forecasts; track performance against plan and provide actionable insights., • Lead and perform cash management activities, including daily cash tracking, funding settlements, managing reserve requirements, and optimizing liquidity across accounts., • Monitor capital adequacy, liquidity, and cash flow to ensure compliance with internal policies and regulatory thresholds., • Identify and establish policies and procedures to manage Company risk, including trading, counterparty, and other fraud risks., • Prepare all regulatory reports for submission: FOCUS reports, Net Capital computations, Customer Reserve calculations, and other FINRA/SEC/SIPC filings., • Design, document, and improve financial processes, internal controls, and policies in a way that is scalable but practical., • Monitor counterparty, ACH, positional, and other risks associated with the Company’s various product lines., • Partner with compliance, human resources, legal and technology to develop and identify operational efficiencies, systems, controls, and procedures for improvement., • Partner with the Director of Trade Operations and Risk in establishing, executing, and maintaining the Risk Framework and policies across all products, including new activity assessments, operational risk/loss events, scenario analysis, risk and control self-assessments (RCSA), and emerging risk identification., • Develop and maintain operational risk metrics and reporting, including capital usage, cost of carry, position movements, and inventory positions., • Manage relationships with external auditors, regulators, banks, and tax advisors., • Build and maintain accounting and reporting tools, including QuickBooks, and Excel models, • Own and coordinate audits and tax filings, working closely with external auditors, tax advisors, and compliance vendors., • Self-starter who can operate autonomously, prioritize effectively, and own the function end-to-end., • Ability to thrive in a small team, wearing multiple hats, and switching between strategic and tactical work., • Detail-oriented, strategic thinker with analytical problem-solving capabilities., • Excellent judgment, conflict resolution skills and interpersonal skills., • Demonstrated ability to execute quickly, work under pressure and handle time sensitive items., • Trustworthy and ability to maintain confidentiality., • Exceptional verbal, written, and visual communication skills., • Ability to juggle many different projects and priorities simultaneously., • Comfortable with ambiguity, adapts to change and navigates organizations with confidence., • Master’s degree in accounting, business accounting, or finance., • Certified Public Accountant license., • FINRA licenses: Series 99, • Demonstrated understanding and experience in corporate finance, advanced accounting, and regulatory issues., • Experience working at a broker-dealer preferred., • FINOP experience preferred., • Hands-on experience with FINRA/SEC regulatory reporting, including preparation of FOCUS reports and Net Capital compliance., • Direct experience managing cash operations in a regulated environment., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $200,000 to $250,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

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 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 Who is Cover Whale? Cover Whale is the nation’s leading commercial trucking insurtech. We improve road safety by combining the insurance products we sell with our telematics-based, data-driven driver coaching and safety program known as DriveSmart. Our program is proven to save lives while delivering better insurance for our drivers. For more information, please visit . Join us in the mission! The Role: Location: New York, NY (Hybrid) The National Partners Distribution Lead (NPDL) will develop and execute strategies to drive premium growth through Cover Whale’s largest distribution partners—top-tier brokerages and agencies such as Gallagher, HUB, USI, and Lockton. This includes identifying key transportation-writing offices, understanding competitor access, and mapping decision-makers to build strong relationships from the ground up. The role will oversee a Business Development Associate (BDA) and collaborate closely on performance tracking, data analysis, and execution of both strategic and tactical engagement plans. The NPDL will spend 30–40% of their time traveling to meet partner leadership and key offices nationwide to strengthen relationships and uncover long-term growth opportunities. Responsibilities: • Drive growth and profitability with assigned national strategic partners, ensuring alignment with Cover Whale’s goals., • Identify opportunities to strengthen existing partnerships and expand into new markets or geographies., • Lead performance reviews, analyzing premium production, submission quality, and partner effectiveness., • Collaborate with underwriting, marketing, and product teams to deliver partner-specific initiatives., • Supervise and develop the National Partners BDA, providing guidance, feedback, and growth opportunities., • Represent Cover Whale at industry and partner events, building brand visibility and strategic relationships., • Track KPIs and monitor partner performance to ensure accountability and achieve growth objectives., • Stay ahead of market trends, competitive activity, and shifts in the large-broker/aggregator space. Requirements: • Minimum of 3 years’ experience in commercial insurance with a strong track record in retail distribution channels., • Bachelor’s degree in a related field, plus 6–8 years of business development, account management, or sales leadership experience., • 2+ years of experience at a carrier, wholesaler, or MGA preferred., • Proven ability to drive significant revenue growth through distribution partners, consistently meeting or exceeding premium targets., • Experience developing and managing high-value retail and wholesale commercial lines brokers/agents, MGAs, MGUs, or other strategic partners., • Demonstrated ability to lead and mentor business development teams, balancing tactical execution with strategic growth., • Skilled in prospecting, negotiating, and managing complex partner relationships., • Strong understanding of insurance financials, market dynamics, and partner economics., • Exceptional business acumen, leadership, interpersonal, and influencing skills, with the ability to gain buy-in across stakeholders., • Strong analytical and problem-solving skills, with attention to detail and numerical accuracy., • Excellent communication and presentation skills, comfortable representing the company at industry events and executive meetings. At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $107,000 to $155,000. Final base pay is determined based on several factors, including skills, experience, and geographic location. Base pay is only part of our total compensation package, which also includes: • Annual discretionary bonus opportunity, • Comprehensive health, dental, and vision insurance, • 401(k) company match up to 4 %, • Generous paid time off and company holidays. Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture. 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 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 About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability. With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023). Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo. Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build. About the Role We are looking for an Associate, Compliance to join us in our New York office. Our Compliance team plays a vital role in helping us to meet our regulatory obligations across jurisdictions while safeguarding the integrity and reputation of our business. Working closely with colleagues across the firm, you will contribute to key compliance activities such as regulatory reviews, monitoring, and reporting. This role offers exposure to a wide range of compliance disciplines, providing a strong foundation for a long-term career in financial services compliance. You will have the opportunity to work alongside experienced professionals, gaining insight into the workings of a global financial technology company operating at the heart of the securities finance industry. What You'll Do • Assist with the preparation and coordination of internal and external regulatory reviews, examinations, and filings., • Support client due diligence processes and contribute to AML reporting across the North American region., • Monitor compliance screening procedures and ensure adherence to books and records requirements., • Contribute to the delivery of firm-wide compliance training sessions and provide timely responses to internal compliance queries., • Serve as the main point of contact for compliance vendors, ensuring that relationships are managed effectively and efficiently., • Has 1+ years of relevant experience in finance, compliance, or a related area; broker-dealer experience is a plus., • Demonstrates strong written and verbal communication skills, with the ability to articulate compliance concepts clearly and professionally., • Shows excellent organizational skills and attention to detail, managing multiple priorities effectively in a dynamic environment., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Displays analytical thinking with the ability to interpret and apply regulatory requirements in a practical, risk-aware manner., • Works collaboratively across teams, demonstrating initiative and accountability when working independently., • Knowledge of SEC, FINRA, or other regulatory frameworks is advantageous but not required., • 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 DescriptionDescription: Leading Freight Forwarder / NVOCC/ Customs House Broker/ Tank Container Operator, with locations in 24 countries and over 3300 employees strong, is seeking a highly motivated and organized individual to fill the position of Import Customer Service Representative – Customs Entry Writer in our Jersey City, NJ office. Responsibilities include but are not limited to: • Preparing and submitting customs entries: This involves preparing the necessary documentation and data to US Customs and Border Protection (CBP) and other government agencies like the FDA, Fish & Wildlife Service (FWS), USDA, etc., • Transmission of Customs Entries to U.S. Customs for import shipments, • Ensuring compliance: Verify accuracy of documents (commercial invoices, etc.) and ensure compliance with US Customs regulations., • Coordinating with various parties: Communicate and coordinate with internal / external customers, carriers, freight forwarders, customs officials and other agencies to ensure smooth clearance of good, • Problem-solving: Resolve documentation discrepancies, Customs exams, FDA holds, or other issues related to Customs clearance., • Receiving, reviewing, and processing import documentation for an assigned base of accounts, • Preparing daily activities including: preparing delivery orders and coordinating the pickup and delivery of cargo, filing ISF (Importer Security Filing), answering emails, • Processing documents through the system and interface and providing updates and communications for internal and external customers to produce timely and compliant transactions, • Tracing key transaction information such as HBL, commercial invoice, and other required documents to determine if record is available, • Corresponding with overseas agents and clients, • Working with steamship lines/airlines/trucking companies to obtain quotations and handle the movement of freight, • Developing and maintaining excellent customer service to internal and external customers, • Preparing quotations, • Handling the files from A to Z, • Responsible to ensure legal compliance, provide import guidance and control within government rules and regulations. Requirements: Job Requirements: · Minimum 2- 4 years of experience in Import Customs Clearance operations · Knowledge of current and historical Customs regulations, Harmonized Tariff Schedule, and related directives of government agencies (including but not limited to Environmental Protection Agency (EPA), Food and Drug Administration (FDA) and United States Agriculture Department (USDA) is a plus) · Be able to work independently, multi-task, be a team player and work in a fast-paced environment · Possess excellent written and verbal communication skills · Have computer skills and knowledge of Microsoft Outlook, Excel, Word and Access · Experience with the handling of hazardous materials a plus Our Benefits include: · 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 · Employee Discounts When applying, the candidate should include salary requirement. Background check required. Only those considered for the position will be contacted. Thank you for your interest.

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: We are seeking an experienced Enterprise Engineer to join our IT Infrastructure team within a fast-paced financial environment. This role involves the ongoing administration and maintenance of highly available corporate applications and systems. This role ensures optimal performance, security, and scalability while collaborating with IT teams and third-party vendors. Key responsibilities include deploying and automating system processes, addressing critical issues, providing 24x7 support for line-of-business applications, leading server patching and vulnerability remediation efforts. The Enterprise Engineer will document system configurations, mentor team members and remain informed about the latest technology trends to recommend enhancements to the firm's technical platforms. Reporting to the Enterprise Technology Manager in the Information Technology Department, you will be an integral part of the Enterprise Technology group operating in an environment of high team collaboration with a strong desire to respond and resolve problems and requests in a prompt manner. Core Responsibilities: • Oversee and maintain hybrid environments, including on-premises Windows Server infrastructure and cloud-based services (e.g., Azure), ensuring seamless integration, service availability, and operating system interoperability across platforms., • Manage and support a wide range of enterprise applications and services such as Omnissa Horizon, Citrix XenApp, Informatica PowerCenter, Swift Alliance, IBM MQ, Automation tools (e.g., Redwood, Power Automate, ActiveBatch), Manage Engine Endpoint Central, Microsoft Azure, Docker, Web servers (e.g., Apache, IIS), and Office 365 services (e.g., Entra,Intune, SharePoint, Teams, Exchange)., • Design, implement and automate system management processes using PowerShell and other automation tools., • Administer and maintain Windows Server and Windows 11 environments., • Develop solutions for capacity planning, system optimization, patch management, and issue remediation., • Monitor system performance, troubleshoot critical issues, and ensure compliance with security protocols., • Interface with enterprise application vendors in the areas of system onboarding and offboarding, contract negotiation, designing and implementing enterprise system interfaces (on and off premise API’s, etc.)., • Conduct BCP testing of the firm’s critical systems and infrastructure components and report results to the firm’s BCM team., • Proficient in implementing and managing Public Key Infrastructure (PKI) solutions to ensure secure digital communication and data integrity., • Collaborate with IT functional teams (Security, Development, Service Desk) and external vendors to design and test enterprise solutions., • Assist in cloud adoption efforts by evaluating, deploying, and integrating cloud-based applications and platforms., • Responsible for deploying product updates, identifying and resolving production issues, while maintaining the highest levels of security, resiliency and uptime., • Maintain detailed documentation and release notes for system changes, following strict change management processes., • Provide technical guidance to leadership and peer engineers., • Implement automated procedures for system maintenance and technical issues as required., • Stay updated with technology trends and recommend best practices to improve resiliency, security, and efficiency., • Address security related tasks / projects., • Bachelor's degree in Computer Science, Engineering, or a related field required., • 7-10 years of experience in systems engineering or cloud architecture roles., • Extensive experience with system automation and scripting tools (e.g., PowerShell) and infrastructure management platforms (e.g., Manage Engine, SCCM)., • Expertise in managing hybrid environments and supporting cloud platforms like Microsoft Azure and Microsoft Office 365., • Proficiency in Omnissa Horizon support and management including thin/zero client deployment., • Ability to build strong relationships with team members, vendors, and non-IT stakeholders., • Ability to work late in order to troubleshoot and perform upgrades and system maintenance outside of business hours., • Prior experience in training other staff members on technical systems and processes, showcasing leadership capabilities and team collaboration., • Ability to independently manage projects from research and testing to production deployment., • Exceptional server/systems troubleshooting skills and ability to resolve complex technical issues., • Excellent troubleshooting, analytical, and communication skills (written and verbal) with a high focus on customer service., • Strong ability to work independently and under tight deadlines., • Detail-oriented, organized, and able to handle both technical challenges and user interactions effectively., • Possession of high-level certifications in Microsoft Azure, Cloud Architecture, Windows Administration, VMware Certified Professional (VCP) or other industry / Microsoft certifications., • Skilled in disaster recovery and business continuity planning related to enterprise systems and platforms. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job Description About Us Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the tools to service digital asset securities. To date, Prometheum has built multiple broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). We continue to grow and are looking for hardworking hungry individuals that can contribute to our already great fintech company culture as we traverse new and exciting areas that require a thirst for solving complicated problems. Role:- Product Manager (Financial Services) – Full Time W2 Location:- Fully remote, USA Salary:- $130,000-160,000 Responsibilities: • This position will support the development and enhancement of Prometheum’s platform features and onboarding solutions, working closely with senior product leaders and engineering teams., • Collaborate with stakeholders, engineers, designers, and product teams to contribute to Business Requirements (BRD) and Product Requirements (PRD) documents., • Support the product life cycle from ideation through launch for trading, clearing, broker-dealer onboarding and custody solutions, ensuring alignment between business needs and technical execution., • Help define product features and roadmap priorities by documenting functionality requirements and coordinating with cross-functional teams., • Participate in Agile ceremonies and sprint planning by translating business requirements into user stories with clear acceptance criteria for clearing operations, trading, custody and broker-dealer onboarding processes., • Maintain clear documentation of features, user stories, and tasks in Jira/Confluence, ensuring traceability to business requirements and integration needs., • Coordinate with internal teams and external partners including broker dealers and financial institutions to communicate requirements, track delivery timelines, and support testing efforts., • Serve as a point of contact for product-related inquiries from broker dealers, IBDs, clearing firms, and compliance teams regarding trading, settlement and custody operations., • Create and maintain product documentation, user guides, and release notes for onboarding processes and platform updates., • Track and analyze product metrics to assess feature adoption and business impact. Qualifications • Minimum of 2-3 years’ experience in product management or business analysis within financial technology, financial services, or fintech platforms., • Experience working on financial products such as trading, payments, lending, custody, or brokerage operations., • Familiarity with Agile/Scrum methodologies and product management tools (Jira, Confluence, product analytics platforms)., • Understanding of financial services workflows such as account opening, transaction processing, settlement, or compliance processes., • Exposure to regulated financial environments and awareness of compliance requirements (FINRA, SEC, banking regulations) is highly preferred., • Strong written and verbal communication skills with ability to work effectively with technical and business stakeholders., • Experience creating product documentation, user stories, and process flows for financial operations., • Ability to translate complex financial or regulatory requirements into clear product specifications. Nice to Have: • Experience with broker-dealer operations, clearing and settlement systems, or introducing broker relationships., • Knowledge of digital assets, blockchain technology, or cryptocurrency platforms., • Previous experience at a fintech startup or in a fast-paced, 0→1 product environment., • Competitive salary based on experience., • Excellent benefits including:- Health, Vision & Dental Insurance., • Fully remote position with equipment provided. pdMwhDpFtY

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're looking for a strategic and data-driven Senior GTM Operations & Strategy Manager to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES Data Insights • Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale, • Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity, • Work closely with the data team to provide insights to GTM leaders., • Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes., • Identify gaps in Pontera's product that impact GTM productivity, and work with the Product organization to drive removal of such gaps, • Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities, • Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process, • Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy, • Translate high-level company strategy into actionable, measurable GTM plansREQUIREMENTS, • 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus, • Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.), • Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)., • Proven ability to drive cross-functional alignment in a fast-paced environment., • Exceptional communication skills, both written and verbal., • Strategic thinker who's also comfortable rolling up their sleeves to execute., • Experience in SaaS or high-growth tech companies, • High level of financial modeling and forecasting, • Familiarity with the wealth management industry - a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $175,000-$200,000, • 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 Customs Brokerage Import Manager. Licensed Required Department: Customs Brokerage Level: Manager/Supervisor Overview: Salary Range: $85,000–$125,000 Position Summary The Import Manager directs and manages the activities of the import department within a branch, ensuring all import activities—both transportation and customs brokerage—are in compliance with regulatory requirements. ResponsibilitiesEssential Duties and Responsibilities • Establish, oversee, and continuously improve import process flows in conformance with applicable rules, procedures, and company policy., • Develop internal SOPs and maintain KPIs for efficient management of inbound freight, including timely recovery and handover to brokers., • Collaborate with sales to create customer-specific import handling procedures, especially during new customer onboarding., • Ensure accurate documentation is created and transmitted to government agencies. Provide timely responses to customs, customer, and internal inquiries regarding classification, duty rates, documentation, and other import regulations., • Represent customers to CBP as needed., • Maintain current knowledge of CBP and other agency regulations, incorporating changes into departmental processes and ensuring employees receive proper compliance training., • Organize, update, and disseminate client data (rate agreements, HTS classification, POA, IRS, Customs Bond data, etc.) for proper system updates., • Review and enhance account profitability, billing accuracy, and timeliness., • Arrange transportation, warehousing, or distribution of imported products, balancing transit times and profit opportunities. Negotiate contracts/rates with delivery agents., • Prepare monthly reports for management., • Train and onboard new staff., • Conduct entry audits., • Support accounts receivable collections when needed. Customs Brokerage Responsibilities In certain branches, the Import Manager oversees customs brokerage activities and functions as the broker of record. Responsibilities include: • Serving as the licensed broker responsible to US Customs., • Interfacing with government agencies and maintaining positive relationships., • Maintaining customer bond and power of attorney files., • Performing post-entry functions such as tariff concessions, refunds, duty drawbacks, credits, and issue resolution., • Managing the audit program to ensure continual compliance., • Conducting audits and assessing import compliance on all customs brokerage files., • Supervise Import Supervisors and staff., • Interview, hire, and train employees., • Plan, assign, and direct work., • Appraise performance, reward, and discipline employees., • Address complaints and resolve problems in accordance with company policies and applicable laws. QualificationsEducation and Experience • Associate degree required; bachelor’s degree preferred., • Minimum 5 years of experience handling imports., • At least 3 years of supervisory experience., • Equivalent combinations of education and experience may be considered. Customs Broker License, • A Customs Broker’s License is required in small and medium-sized branches where the Import Manager directly oversees CHB functions., • A license is preferred but not required in larger branches where a licensed broker has direct CHB responsibility., • A Customs Broker’s License is required Essential Job Functions • Strong customer service and communication skills with the ability to handle a wide range of people and inquiries., • Excellent organizational and time management skills., • Ability to manage multiple priorities and lead a profit center., • Capable of reporting on revenue generation, profit, and loss. Benefits A comprehensive benefits package is offered, which may include: • Medical, Dental, and Vision coverage beginning the 1st of the month after hire., • 401(k) with company match., • Flexible Spending Accounts., • Life and AD&D Insurance., • Short- and Long-Term Disability., • Tuition Assistance Program., • Commuter Benefits.

Job Description About Us:- Since its founding in 2017, Prometheum has leveraged its deep expertise in securities law, blockchain and trading to create a compliant ecosystem for digital asset securities that enables all investors to seamlessly invest in digital assets securities. Prometheum has relied on its strong diverse team to build the required tools to service digital asset securities. To date, Prometheum has built multiple digital asset security broker-dealers traversing novel areas and a large technology stack (intersecting trading, blockchain, compliance, etc.). As we continue growing, we are looking for hardworking and devoted individuals that want to contribute to our efforts as we traverse new and exciting areas. Role:- Director of Trading Desk – Digital Assets - Full Time W2 Location:- New York City, NY or Remote Salary:- $175,000 - $275,000 Responsibilities:- • Build and manage an order desk function for Digital Asset Securities (DAS), including policies, procedures, and operational workflows., • Oversee the intake and processing of order flow from traditional broker-dealer correspondents and their clients on both an omnibus and fully disclosed basis., • Ensure efficient handling of execution, settlement, custody, and reporting for customer orders in compliance with regulatory requirements., • Develop systems and processes to support order internalization and agency/riskless principal transactions., • Collaborate with internal technology, compliance, and operations teams to integrate digital asset trading capabilities with traditional brokerage infrastructure., • Partner with the business development team to cultivate and maintain relationships with institutional clients and counterparties, acting as a visible ambassador for the firm to generate business and increase market share., • Monitor daily order flow and trade execution quality to ensure best execution standards are maintained and there is minimal spread impact for large-volume transactions., • Provide leadership, training, and oversight to the order desk team as the function scales., • 7+ years of experience in an order desk, trading operations, or trade support role within a broker-dealer or trading firm., • Strong understanding of trade lifecycle, clearing and settlement, and custody processes., • The ability to make quick, high-stakes decisions in a fast-paced, dynamic market environment., • Experience managing or supervising operational teams., • Knowledge of digital asset securities or blockchain-based trading systems is a plus., • FINRA Series 7 and 57 licenses preferred., • Competitive salary based on experience, • Stock options., • Excellent benefits including:- Health, Vision & Dental Insurance For questions around this or other employment opportunities with Prometheum please contact Powered by JazzHR LMoer3xMpP

Job Description Customs Brokerage Manager (Remote) Preferred: New York area (remote candidates welcome) Full-Time | Salary: $85,000–$100,000/year Join a well-established international logistics firm seeking a seasoned Customs Brokerage Department Managerto lead and manage a high-performing team of four. This is a fully remote position, ideal for a candidate with strong leadership experience in customs brokerage and hands-on entry processing. Key Responsibilities: • Oversee daily operations of the Customs Brokerage Department, ensuring compliance and efficiency, • Lead a team of four (including licensed brokers), with one upcoming retirement creating a key leadership gap, • Manage and process customs entries (approx. 325–350 entries/month), • Monitor and interpret tariff changes, customs regulations, and trade compliance updates, • Keep the department fully informed and trained on regulatory changes, • Work directly in CargoWise to manage processes and data, • Maintain departmental performance metrics and drive continuous improvement Qualifications:, • Required: Prior experience managing a customs brokerage department, • Preferred: Licensed U.S. Customs Broker, • Proficient in CargoWise software (required), • Strong knowledge of U.S. Customs regulations and HTS classification, • Willingness to be both a hands-on contributor and strategic team leader, • Excellent communication, compliance, and leadership skills Requirements Qualifications • 5–10 years of experience in customs brokerage or import operations within the freight forwarding industry, • CargoWise experience is required, • Strong knowledge of HTS classification, CBP regulations, and PGA requirements, • Experience with FDA codes, Lacey Act entries, and DDP procedures, • Excellent communication, problem-solving, and organizational skills, • Salary: $85,000 – $100,000 based on experience, • Vacation: 10 business days annually, • 401(k): 3% company contribution (eligible after 1 year, with enrollment windows on Jan 1 and July 1), • Health Insurance: Offered after 2 months of employment

Job Description POSITION SUMMARY: FitOn Health is seeking a Regional Sales Director with a hunter mindset and a proven track record of building pipeline and closing new business. This senior-level seller will be focused on driving outbound activity, developing strategic broker and consultant relationships, and leading high-impact sales efforts across a defined territory. The ideal candidate thrives in a fast-paced environment, is highly self-motivated, and brings a strong network within the benefits ecosystem. While this is an individual contributor role, there may be future opportunities to mentor or manage Account Executives as the team grows. RESPONSIBILITIES: • Own and execute outbound sales efforts to identify, engage, and close new logo business within assigned territory, • Build and maintain strong relationships with benefits brokers and consultants to generate referral activity and accelerate deal velocity, • Develop and manage a robust sales pipeline using a combination of self-sourced opportunities, broker-sourced leads, and strategic partnerships, • Deliver compelling product demonstrations and proposals tailored to client needs, • Represent FitOn Health at industry events, conferences, and in-person client meetings to drive brand awareness and deal creation, • Collaborate cross-functionally with Marketing, Product, and Customer Success to align sales efforts with broader company initiatives, • Maintain up-to-date knowledge of FitOn Health’s solutions, the competitive landscape, and market trends, • Accurately forecast and achieve quarterly and annual revenue targets, • May support the development and mentorship of junior sales team members QUALIFICATIONS: • Bachelor's degree required; MBA preferred, • 8+ years of B2B sales experience, preferably in SaaS, digital health, or benefits solutions, • Demonstrated success in an outbound, hunter-style sales role with a track record of exceeding quotas, • Deep understanding of the employer benefits landscape and strong existing relationships within the broker/consultant community, • Skilled at managing complex sales cycles and navigating procurement and contracting processes, • Strong presentation, communication, and negotiation skills, • CRM proficiency (e.g., Salesforce, HubSpot), • Highly self-directed and comfortable operating in a fast-paced, remote-first environment, • Willingness to travel for meetings, conferences, and events NICE TO HAVES: • Existing network of employer clients, brokers, and partners in wellness, fitness, and/or insurance, • Experience selling into Fortune 1000 employers or national/multi-site organizations, • Familiarity with wellness ROI/VOI metrics and value-based selling approaches WHAT YOU GET: At FitOn Health, We are committed to fair, equitable, and competitive compensation. The base salary for this position is $110,000-$130,000. This position is a commission eligible role. During the interview process, total compensation will be determined in alignment with market data, and the experience & capabilities of each candidate. As a wellness company we are committed to the health and overall wellbeing of all of our employees. Our benefits include: Wellness: Health, Dental, Vision and Life Insurance, as well as additional supplementary insurance offerings Flexible Work Schedule: As a 100% remote workforce, we offer all employees the opportunities to work anywhere within the United States. Additionally, each employee has the opportunity to work with their leaders to find a schedule that suits both them and the company. Fitness: FitOn Health Credits to attend in person fitness classes & access to FitOn Pro's world class content to workout no matter where you are!! Time Off: Time to recharge is a cornerstone at FitOn Health. We encourage all employees to take the time off they need, when they need it. In order to support this, all full time exempt employees are eligible for FitOn Health's Unlimited Time Off plan. While full time non-exempt employees receive a generous paid time off package including, PTO, Sick Time, Floating Holidays, and more. Paid Parental Leave: Welcoming a child into a family is such a special time in an employee's life and we want our employees to take the leave they need to bond and be present during this magical time. We offer 12 weeks of 100% paid parental leave for all new parents. FitOn Health is an Equal Opportunity Employer. Our recruiting and hiring processes are free of discrimination based on race, color, gender, religion, national origin, disability, veteran status, age, marital status, sexual orientation, gender identity, gender expression, genetic information or any other protected group status as defined by law. Powered by JazzHR LrHGgR880Z

Job DescriptionAbout Beam:Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience. The Role: A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate your market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some markets, you will also play a critical role in supporting Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels. You will use a variety of tactics (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. You will be active within your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence. Your success lies in developing a balanced approach—prioritizing high-quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long-term strategic partnerships will contribute to your success and Beam’s growth. What Makes You Successful: You develop a long-term strategy.You focus on cultivating meaningful broker relationships and consistently aim for quality over sheer quantity both in relationships and in working your pipeline / sales opportunities. You adopt a forward-thinking mindset, always considering how to maximize value for brokers and Beam. You are adaptable to change.As part of a fast-growing company, you thrive in an agile and dynamic environment, embracing change as an opportunity to grow and innovate. You are coachable.You welcome constructive feedback and leverage resources provided by your Sales Director, Sales Enablement, and Revenue Operations to continuously improve and stay ahead of the curve. You are a team player.You actively contribute to Beam’s larger mission by executing new strategies, utilizing sales tools, and embracing talk tracks provided by Sales Leadership and Enablement. You share market insights to improve our go-to-market strategies. You are accountable.Metrics and activity tracking are tools you use to gauge success and stay aligned with goals. You see these as allies in driving both personal and team performance. You are creative.You think outside the box, bringing fresh ideas to the table and exploring innovative approaches. You maximize the use of tools and technology in standard and unconventional ways to achieve success.Joining Beam Benefits Means: • Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels, • Collaborating with a diversely skilled team to continuously improve, • Being empowered as an owner and expert, • Being motivated by improving how people access employee benefitsYour Impact (What You Will Do):, • Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process, • This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections, • Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos, • Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients, • Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets, • Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed, • Track and analyze activity and sales metrics to ensure alignment with goals, • Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success, • Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency, • Minimum 20% in-market travel requiredYour Experience:, • 3+ years of B2B sales experience in a high-volume role, with channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies), • Experience working in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products, • Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers, • Strong organizational skills combined with exceptional written and verbal communication abilities, • Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools, • Familiarity with Salesforce is a plusMedical sales, insurance sales, employee benefits, HR, or brokerage experience is not required but is preferred, • Requirement to secure your Life & Health license within 60 days of your start date, • A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building, • Ability to travel up to 50% of the time within your assigned territory for in-person meetings and eventsTraining and Development:, • Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role, • You’ll develop into a nimble sales researcher, highly skilled at discovery and adept at multi-threading to navigate complex sales processes effectively, • Master industry-specific communication and sales techniques to effectively identify employee benefit broker needs, propose tailored solutions, and close deals with confidence, • Gain expertise in Beam’s internal administrative tools and leverage the industry’s leading CRM platform, Salesforce, to manage your pipeline and maximize efficiency

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: Dataflows are the backbone of every successful trading firm. Every decision — from split-second trades to risk management to navigating new markets — relies on data moving quickly, accurately, and seamlessly. DV Trading is seeking an Operations Analyst who thrives on uncovering gaps, chasing down answers, and building robust data pipelines that tie everything together. You'll partner closely with the Director of Operations to design and manage the operational systems that power trading activity firmwide. Responsibilities: • Act as the right hand to the Director of Operations, working closely with traders, developers, risk managers and other teams to ensure critical data gets to the right place in a scalable, efficient manner., • Develop deep working knowledge of the trading, clearing and settlement of all asset classes traded at the firm (commodities, equities, fixed income, FX, crypto), • Own day-to-day operational processes: SOD/EOD position reconciliation, pricing & settlements, PnL calculations and reporting, and critical intraday monitoring, • Design a system of alerts, checks, and reconciliations that preserves data integrity, communicates breaks in real time, and prevents small issues from multiplying, • Understand all methods of trade execution across the firm and help architect a more efficient system for consuming fills and distributing position to traders, • Collaborate with developers to shape databases, trader tools, and position management GUIs, • Create precise processes to streamline onboarding of new traders, strategies, and products, • Perform stimulating data analysis on volumes, fees, margin financing, rebates, and Desk ROI. Connect insights to business opportunities, • Bachelor's Degree, • 2–5 years of experience in an analytical or operational role (finance or trading industry experience is a plus, but not required)., • Clear thinker with advanced aptitude for breaking down complex problems in a timely fashion in his/her own way, • Expertise in Excel, SQL required. Familiarity with Python, Bloomberg a plus., • Strong communication skills and ability to advance many simultaneous discussions forward, • Strong work ethic, desire to learn, and ability to remain calm and focused in a fast paced, high-pressure environment, • Independent and resourceful - willingness to take on challenges, dive in the weeds, and figure out solutions Benefits: • Discretionary bonus eligibility, • 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 Annual compensation range: $110 – 130K base + Discretionary Bonus 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 DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

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