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

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for 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 Lead Patient Helper / Enrollment Coordinator Northeast Region ChasmTeam is partnering with a growing national company, to build a team that provides real benefits to patients! We are seeking hard working, self starters who enjoy a challenge as we work together to help patients. The Lead Patient Helper Enrollment Coordinator is responsible for enrollment of eligible Hospital Patients into the Medicaid Health Insurance Premium Benefit Program (HIPP) at the hospital. As a Lead Patient Helper at Patient Funding Alternative, you'll play a crucial role in assisting patients with their financial needs for medical treatment. You'll be providing compassionate and knowledgeable support, helping patients understand and navigate their funding options. Your main responsibilities will include explaining our services, assisting with the application process, and ensuring patients have a smooth and stress-free experience. We're looking for individuals who are empathetic, detail-oriented, and committed to providing excellent customer service. Joining this team means making a difference in the lives of patients. This unique position has several facets: Patient Engagement • Educate patients in a clear and concise manner about the Third Party Health Insurance Premium Payment Program (THIP)., • Assess each patient’s family dynamics and determine the best method to meet and educate the family on THIP., • Accurately and efficiently obtain all information required to apply to THIP such as employer name, phone number and point of contact., • Using problem solving skills, implement solutions for all issues that arise to ensure accurate information is provided in a timely manner to THIP., • Explain to patient how the employer’s health insurance plan coordinates with Medicaid., • Confirm a patient’s ongoing THIP eligibility following enrollment of the patient in HIPP and gather necessary information to maintain enrollment in THIP., • Work with the PFA’s proprietary software system that manages referrals and patients in the hospital(s), • Upload, scan, and fax/email internal and external forms, • Create a positive patient/client relationship and serve as the onsite contact of PFA., • Develop and maintain relationships with patients, key hospital personnel and other appropriate individuals. Job Requirements • Bachelor's degree in Business, Marketing, Nursing, Education, or Psychology required. Master’s degree is preferred., • Preferred five years of internal patient-related, hospital experience., • Must be positive, enthusiastic, have a can-do attitude and enjoy working with a variety of people, • Demonstrated history of success in sales and healthcare is strongly preferred., • Ability to speak English as well as Spanish is preferred., • Energetic, ambitious, hard-working, able to handle different situations each day while working independently, • Resilient; able to deal with sales rejection and still have a positive outlook, • Exceptional oral and written communications skills and demonstrated ability to enthusiastically and persuasively present program materials to patients and their families, • Demonstrated ability to effectively and efficiently collect and input information with attention to detail, • Ability to show compassion to a marginalized population, • Strong understanding of data security and patient confidentiality issues, • Proven ability to quickly gain credibility, secure influence and partner with key constituencies (such as hospital administrators and patient advocates), • Tenacious ability to overcome obstacles and multitask to achieve success, • Proven ability to maintain quality relationships with patients and their families and deescalate situations with empathy and understanding, • Demonstrated ability to effectively advocate for the patient when encountering inquiries from the employer or its insurance broker, • Exceptional interpersonal skills to form and maintain important relationships with key hospital personnel, staff of the state agency, and other persons as appropriate, • Strong understanding of the healthcare industry, including Medicaid Job Type: Full-time (40 hours per week) including medical & dental insurance

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

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

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

Job DescriptionBroker-Dealer Finance Associate or Staff Attorney Location: New York Direct Counsel is seeking a Broker-Dealer Finance Associate or Staff Attorney to join a prestigious Am Law 100 firm in New York. This position offers the opportunity to work with a leading Broker-Dealer Regulatory & Compliance practice, advising financial institutions on complex regulatory matters, compliance obligations, and enforcement actions. Key Responsibilities * Advise on broker-dealer regulatory and compliance matters under federal and state securities laws and self-regulatory organization (SRO) rules, including FINRA, securities exchanges, and clearing agencies. * Counsel clients on financial responsibility rules, including SEC Rules 15c3-1 and 15c3-3. * Assist with broker-dealer registration and transactional matters. * Represent clients in examinations, investigations, and enforcement actions brought by regulatory agencies. * Provide guidance on FINRA advertising compliance and trade reporting requirements. * Advise on digital assets, distributed ledger technology, and emerging financial products. Qualifications * Education: J.D. from a top-tier law school, class of 2020 or later. * Experience: At least 5+ years of experience in broker-dealer regulatory and compliance matters. * Technical Knowledge: Strong familiarity with SEC and FINRA regulations, financial responsibility rules, and securities transaction compliance. * Skills: Superior academic credentials, excellent legal writing, and strong interpersonal communication. Work Environment & Compensation * Salary Range: * Associate: $365,000 – $435,000 * Staff Attorney: $105,000 – $140,000 * Compensation may vary based on experience, skills, and firm policies. * Comprehensive Benefits Package: * Medical, dental, vision, life, and AD&D insurance. * 401(k) retirement savings plan. * Back-up childcare and eldercare support. * Professional development programs, mentorship opportunities, and career advancement support. This firm is committed to fostering a diverse and inclusive workplace and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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 Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role We are looking for someone who has a passion for marketplaces and products in the crypto and securities world. You will contribute to building out Figure's innovative Marketplace as well as Figure Markets' products. Figure Markets has a global marketplace platform that supports issuing and trading of digital assets, securities and non-securities, using blockchain. You will have experience in one or more of the following jurisdictions: Europe, Asia, Americas, Middle East. Our Legal team plays a central role in Figure Markets' hyper growth and the realization of our mission of leveraging blockchain to transform financial services. What You'll Do • Provide leadership in legal affairs for markets and products, providing sound advice on federal and state securities, banking and insurance laws and rules, • Provide day-to-day legal, business, and strategic advice to internal markets-focused teams, addressing challenges and offering solutions in the development and implementation of groundbreaking digital asset financial products and services, • Offer comprehensive legal guidance throughout the product life cycle, from conception through to launch, operation, and eventual sunset, aiding in both the construction and, when necessary, the dismantling of products, • Remain up-to-date on existing and changing relevant digital assets, blockchain, securities and technology laws and regulations to ensure compliance therewith, • Providing legal support, analysis, and interpretation in connection with legislative and policy developments, • Develop and deliver both forward-looking and ad hoc guidance to the marketing and design teams regarding matters pertaining to the product lifecycle and other related initiatives, • The ideal candidate has deep financial markets experience in the securities and cryptocurrency industry, including at least 8+ years of experience practicing as in-house counsel for financial services firm (mutual fund, broker-dealer, investment advisor, money transmitter dealing in virtual assets preferred), • Deep understanding on various aspects of the crypto ecosystem, including blockchain technology, DeFi, NFTs, and smart contracts., • Experience working as an examiner, attorney, or industry specialist at a regulatory agency (SEC, CFTC), a plus, • Strong negotiation skills and ability to prepare and negotiate financial agreements (e.g., prime brokerage, lending and derivatives documentation)., • Deep knowledge and understanding of the compliance and regulatory requirements around financial markets and crypto assets, including the regulation of digital assets and crypto transactions and platforms and blockchain technology matters (e.g., smart contracts and digital wallets) in the provision of financial services and products., • Staying up-to-date on evolving regulations, including those related to securities law, anti-money laundering (AML), and know your customer (KYC) requirements., • Product counseling experience in blockchain, crypto and securities products, including the ability to apply laws and regulations to new products and/or technologies, and the ability to review products and related functionality for compliance with applicable laws, • Interest in digital assets, blockchain technology, and the innovations brought about by decentralized applications and DeFi, • J.D. and membership with at least one state bar, • Excellent written, oral, and interpersonal communication skills, • Compensation Range: $212,520 - $265,650, • 25% annual bonus target, paid quarterly, • Equity stock options package, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. Associate Directors are a clients key contact throughout their compliance process. Associate Directors need strong interpersonal skills and the ability to develop excellent client relationships through interactions with both junior and executive level client personnel. These individuals must show an aptitude for understanding the financial markets, investment strategies and the business climate in which our clients operate. Associate Directors must demonstrate strong organizational skills and work effectively as members of a team. This position requires a particularly strong interest in working on a team and achieving team goals as opposed to individual goals. These individuals must be able to advance projects with minimal guidance or direction. Our environment is entrepreneurial and constantly changing. Our employees all possess a strong entrepreneurial mindset, they are problem solvers, with strong work ethics who are determined to create a world class business one day at a time. ESSENTIAL DUTIES AND RESPONSIBILITIES • Draft SEC and CFTC filings and compliance manuals, • Maintain Code of Ethics programs for clients, • Conduct regular reviews of client compliance programs, • Manage all client deliverables and adhoc requests, • Assist in SEC examinations and draft basic responses, • Assist and complete ERA, RIA and BD registrations, • Draft FINRA filings and provide filings guidance to clients, • Assist with FINRA inquiries by providing thoughtful responses, • Prepare regulatory filings such as Form ADV, Section 13 Filings, Form PF, Form PQR, among others REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A degree in Business Administration, Finance, Accounting, Political Science, or equivalent Experience: • 3-5 years experience working in financial services as a fund or broker dealer accountant or legal or compliance professional OR, • Recent law grad with financial services or fintech experience or business undergraduate degree, • Business undergraduate degrees preferred but not required, • JD, CPA or CFA preferred but not required, • Attorneys must have business undergraduate degrees or financial services experience to qualify., • Experience or technical understanding of trading strategies and the financial markets is highly desirable, • Some travel (5-25%) during peak periods is required. In return • A compensation package that includes a base salary between $120,000 - $150,000, • 401(k) match, • 25 days Holiday, • Health Insurance (EE and family), • Discretionary yearly bonus

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: Global Relay is looking for a driven and consultative Enterprise Account Executive to join our Northeast sales team, based in our Midtown Manhattan office. You will own a targeted portfolio of named enterprise accounts, blending strategic expansion of installed customers with proactive new business development in whitespace opportunities. This is a high-impact, quota-carrying role for a solutions-oriented sales professional who thrives in complex, multi-stakeholder deals. You'll partner closely with internal teams—including Customer Success, Sales Engineering, and Product Management—to solve mission-critical challenges for regulated firms and deliver measurable value. Your responsibilities: • Own the full sales cycle from prospecting through close across a named territory of enterprise accounts, • Deepen relationships and drive upsell/cross-sell opportunities within assigned Global Relay customers, • Identify and close net-new logos by developing outreach strategies and leveraging your network, • Conduct discovery, present tailored value propositions, and lead product demonstrations with support from presales, • Build strong multi-threaded relationships at the VP and C-level, especially within Compliance, IT, Legal, and Risk teams, • Collaborate with your Sales VP and pod team (CSM, SE, and BDR support) to develop account plans and growth strategies, • Maintain pipeline health and forecast accuracy through disciplined Salesforce usage and consistent pipeline generation, • Attend key industry events, compliance roundtables, and client briefings to stay informed and visible in the market, • 3-7 years of B2B SaaS sales experience, with a proven track record of quota achievement in enterprise or complex solution sales, • Experience selling into regulated industries, especially financial services (banks, broker-dealers, PE, hedge funds, fintechs), • Comfortable with long sales cycles and consensus-based buying processes involving compliance, legal, and IT stakeholders, • Consultative, curious, and commercially sharp—you know how to translate problems into value and urgency, • Strong presentation and communication skills, with executive presence and storytelling ability, • Familiarity with Salesforce and modern sales tools, • Self-starter with high integrity and an ownership mindset—you take pride in your book of business and how you run it, • NYC Metro; must be comfortable with in-office collaboration, • Experience selling archiving, compliance, eDiscovery, or surveillance solutions, • Familiarity with MEDDPICC, Challenger, or similar sales methodologies, • Network within key financial hubs in the Northeast (NYC, Boston, Philadelphia, etc.) Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage, and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, and a 401(k)-retirement plan with company contribution matching. This role is also eligible for a commission structure. For employees at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary$150,000—$180,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. We understand flexible work arrangements are important, and we encourage that in our work culture. Whether it's flexibility around work hours, workstyle, or lifestyle, we want to ensure our employees have a healthy work/life balance. We support and value a hybrid work model that blends collaboration with the team in the office and focus time from the comfort of your home. To learn more about our business, culture, and community involvement, visit .

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 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

Job Description Our client, a start-up in the insurance industry, is searching for a Senior Accountant & Operations Analyst to join their growing team. The focus will be on providing support in accounting and finance, but will also offer operational assistance as needed. Key functions include Financial Management: Generate/maintain financial reports and records, including but not limited to income statements, balance sheets, cash flow statements budgets and expense reports. Prepare supporting schedules and documentation for financial audits. Conduct audits to ensure accuracy and compliance. Data Entry and Reporting: Assist in maintaining the GL by recording financial transactions, JE's, and adjustments. Execution of month-end close process, ad-hoc reporting, and variance analysis. Generate/distribute financial reports to stakeholders. Accounts Receivable / Accounts Payable / Billing: Coordinate billing processes including invoices, payments, and receipts related to insurance premiums, commissions, and other financial transactions. Collaborate w/ underwriting and policy issuance teams to ensure accurate premium calculations and billing. Resolve billing discrepancies, reconcile accounts, and address inquiries regarding invoices. Operational Support: Provide support cross-functionally to finance, compliance and operations teams. Coordinate directly with licensing and compliance vendors and assist with broker and agent licensing processes and serve as the primary POC for inquiries. Assist in the implementation and maintenance of operational procedures. YOU might be the RIGHT person if YOU have: Bachelor’s degree in finance, Accounting, Business Administration, or a related field. Proven experience (3+ years) in finance, accounting, or a similar role, in the insurance industry. Familiarity with insurance industry practices, terminology and accounting as it relates to insurance premium/commission transactions is a plus. Strong proficiency in financial software, Concur and MS Office Suite (especially Excel). Base salary 80-110K, bonus, plus excellent benefits Master Search Solutions is a direct hire recruiting firm that specializes in the New Jersey marketplace. We have over 30 years of experience connecting top talent with leading businesses. We are committed to (and celebrate) diversity, equity, and inclusion.

Job Description Fixed Income Treasury STRIPS Trader 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 Overview: The Treasury Strips Trader will be responsible for market making, risk management and client facilitation in the US Treasury STRIPS markets. The role requires deep knowledge of US Treasuries, STRIPS structuring, curve dynamics and relative value opportunities across the rates complex. The trader will contribute directly to the desk’s P&L, client relationships and overall strategy in government bond business. Core Responsibilities: • Actively trade STRIPS, managing risk book in both principal and interest only securities., • Provide liquidity and pricing to institutional clients., • Identify and execute relative value opportunities across the Treasury curve, futures and swaps., • Manage risk exposures within approval limits, • Collaborate with sales team to provide market color, trade ideas and execution services., • Maintain strong relationships with clients, primary dealers and internal stakeholders., • Ensure compliance with regulatory requirements and internal risk controls, • Bachelors degree in Finance, Economics or related field., • Minimum 5 years of trading experience in US Treasuries, STRIPS, or related products., • Strong knowledge of fixed income analytics, duration/convexity and yield curve dynamics., • Proven ability to generate P&L while managing risk., • Excellent quantitative, analytical and problem solving skills., • Strong communication skills and ability to work closely with sales, research and risk management., • Proficiency with Bloomberg, Tradeweb and relevant trading systems. Company Culture and Benefits: 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 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 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 Overview: As a Front Office Technical Support Specialist, you will deliver premium end-to-end white glove support for our three key front office departments: Fixed Income, Equities, and Investment Banking. This role requires the expertise to manage front-office and market data applications, as well as resolve desktop issues rapidly and efficiently. Your focus will be to ensure seamless operations for our critical front-office employees by providing top-tier technical assistance and solutions. Core Responsibilities: • Deliver expert front-office technical support and tailored solutions to address complex trading floor issues, ensuring exceptional user satisfaction and minimal disruptions., • Morning vendor and in-house Front office facing application check-outs (on rotational basis)., • Analyze, diagnose, and document challenges specific to front-office trading and sales environments, proactively implementing solutions to optimize ongoing operations., • Assist with front-office hardware and software configuration and deployment to ensure seamless integration with existing trading systems and adherence to industry standards., • Implement and enforce front-office-centric IT policies, offering strategic guidance to uphold system security, data integrity, and compliance specific to trading activities., • Troubleshoot and resolve front-office application and system issues with a focus on minimizing trading disruptions, escalating complex issues when necessary to ensure rapid resolution., • Conduct pilot testing of new trading software releases in the front-office environment, ensuring optimal performance before full-scale deployment., • Oversee the rollout, upgrades, and release management of front-office software in Windows environments, ensuring minimal impact on trading activities., • Champion innovation through participation in front-office-focused projects, driving enhancements that directly benefit trading and sales processes., • Provide robust support and training for market data systems, ensuring that front-office teams leverage these tools for maximum trading efficiency and effectiveness., • Respond swiftly to trading floor issues and outages, minimizing downtime to maintain an uninterrupted trading environment., • Coordinate with vendors to manage and optimize the installation of communication lines and critical trading infrastructure, ensuring seamless operational support., • Monitor vendor trading data, ensuring precision and reliability to align with critical front-office business requirements., • Manage and optimize desktop software installations and support for traders and sales representatives, enhancing functionality for trade execution., • Interact with vendors to efficiently manage user credentials, including updates and regular reviews, to support dynamic trading operations, and prevent audit findings., • Oversee the management and optimization of software subscriptions and entitlements (Bloomberg, Tradeweb, etc.), ensuring cost-effective solutions for the trading floor., • Administer and maintain key front-office platforms, ensuring high performance and user satisfaction specific to trading requirements., • Execute Market Data Server patching and actively participate in disaster recovery and business continuity planning to safeguard front-office operations., • Minimum 10 years of experience in front office support and/or market data support roles., • Demonstrated expertise in market data system management and support with superior troubleshooting skills., • Outstanding communication skills for effective interaction with users and vendors., • Ability to manage technological enhancements and provide strategic solutions in a dynamic work environment. 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 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 Ocean Export Customer Service Representative in our Jersey City Office Responsibilities include but are not limited to: • Coordinate shipments with Shippers and Receivers, • Communicate with customers, staff and vendors, • Correspond with overseas agents and clients, • Book cargo, • Handle AES Transmissions, • Issue documents such as B/L, Dock Receipt, Booking Order, C.O., etc., • Learn to operate in all Leschaco systems, • Handle the preparation of documents based on Letter of Credit requirements, • Prepare other documents as required by customer, • Send Pre-Alerts via email and original docs via international courier when required, • Invoice files, • Learn and apply U.S. Government regulations, • Work with steamship line/trucking companies to obtain quotations and handle the movement of freight, • Prepare quotations, • Handle files from A to Z Requirements: • 3-5 years experience in ocean exports with a freight forwarder, • Knowledge of Export Regulations, • Strong communication skills, • Ability to meet strict deadlines daily, • 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, • Strong computer skills and knowledge of Microsoft Outlook, Excel and Word., • 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, • 9 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 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 As a Defined Contribution Account Executive, you will lead the sales process to build integrations with vital partners for Pontera, specifically focusing on defined contribution recordkeepers. You will be in a high-impact role, tasked with bringing in partners capable of changing our company's trajectory. RESPONSIBILITIES • Play the lead role in managing a pipeline of key recordkeeper prospects, handling the full sales cycle from initial conversation through negotiation and close, • Map the buyers of our prospects. Understand the goals, plans, timeline, organizational structures, and personal motivations of your counterparts, • Leverage and lead cross-functional teams within Pontera to deliver best-in-class presentations to key decision makers, tailored specifically to their unique needs and priorities, • Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practicesREQUIREMENTS, • Professional experience negotiating and closing complex deals, preferably including selling new and innovative products and/or services to established buyers., • Excellent communicator with a demonstrated ability to effectively interact directly with all levels of buyers and influencers (verbal, written, presentation), • Excellent relationship builder, capable of winning buy-in from internal and external stakeholders, • Highly collaborative, organized, and process-driven, • Self-starter with ability to work in a fast paced, changing environment, • A sense of urgency and professional persistence, capable of bringing deals to a close, • Demonstrated track record of top performance, • Familiarity with Salesforce, Gong, Outreach, Monday.com, TableauWHAT WE OFFER, • Compensation: Base Salary: $130,000; OTE $250,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are seeking a highly skilled Senior Data Analyst to join our growing team. As a Senior Data Analyst, you will play a pivotal role in driving data-driven decision-making across the organization. You will work closely with cross-functional teams to uncover insights, optimize business processes, and support strategic initiatives. This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly impact our mission. At Pontera, we leverage a modern data stack that includes Snowflake, DBT, and Tableau to enable seamless data analysis and visualization. RESPONSIBILITIES • Collaborate with stakeholders across teams (e.g., Product, Sales, Marketing) to identify analytical needs and deliver actionable insights., • Perform deep-dive analyses on complex datasets to uncover trends, identify opportunities, and solve business problems., • Develop, implement, and maintain dashboards and reports to track key performance indicators (KPIs) and measure business outcomes., • Support decision-making by providing clear, concise, and impactful data presentations to leadership and other stakeholders., • Partner with Data Engineering to ensure the accuracy, reliability, and scalability of data pipelines and reporting tools., • Proactively identify areas for improvement in processes, tools, and data quality, and recommend solutions.REQUIREMENTS, • Experience: 5+ years of experience in a data analytics role in the tech industry, with a proven track record of driving business impact., • Technical Skills: Proficiency in SQL and experience with data visualization tools (e.g., Tableau, Power BI, Looker)., • Analytical Expertise: Strong analytical and problem-solving skills, with the ability to interpret complex data and translate it into actionable insights., • Business Acumen: Experience working in FinTech, SaaS, or a high-growth startup environment is a plus., • Communication: Excellent written and verbal communication skills, with the ability to effectively present findings to both technical and non-technical audiences., • Experience working with GTM teams, with an emphasis of Sales and CS, • Familiarity with Python, R, or similar scripting languages is a plus., • Specific Tableau experienceWHAT WE OFFER, • Compensation: $150,000 to $180,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are seeking a highly skilled Senior Data Engineer to join our growing team. As a Senior Data Engineer, you will own the design, build, and optimization of Pontera's data platform - powering analytics, and data-driven product features. At Pontera, the Data Engineer plays a crucial role in designing and overseeing all BI and analytics solutions. They collaborate closely with various departments such as Product, R&D, BizDev, and Executive teams to address their data analysis requirements. Additionally, they hold responsibility for essential financial and operational metrics. This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly advance our mission. At Pontera, we leverage a modern data stack that includes Snowflake, DBT, Python and Fivetran, with infrastructure-as-code and CI/CD best practices. RESPONSIBILITIES • Design and maintain scalable data models and schemas in DBT/Snowflake to support analytical and operational workloads., • Build, optimize, and document robust ELT pipelines in SQL, Python, dbt for batch and near-real-time data ingestion., • Implement automated data-quality testing, monitoring, and alerting to guarantee trustworthy and timely data., • Collaborate with Product and Engineering teams on event instrumentation, schema design, and data governance standards., • Tune warehouse performance and manage cost efficiency through partitioning, clustering, and workload management., • Partner with Analytics and Data Science to translate business questions into engineered data solutions., • Mentor junior engineers and analysts, championing best practices in coding, documentation, and peer review.REQUIREMENTS Experience: 5+ years in a data-engineering role in the tech industry, with a proven track record of scaling data platforms in cloud environments (AWS, GCP, or Azure). * Technical Skills: Expert SQL and Python; hands-on with Snowflake (or Redshift/BigQuery) and DBT. An advantage- Orchestration tools such as Airflow; familiarity with CI/CD, Docker, and infrastructure-as-code (e.g., Terraform), Familiarity with BI tools (Looker, Tableau) from a data-engineering perspective • Data Architecture: Deep understanding of dimensional modeling, CDC, and ELT best practices; experience integrating third-party APIs and event streams., • Quality & Reliability: Demonstrated success implementing data-quality frameworks and building highly reliable pipelines., • Business Acumen: Experience in FinTech, SaaS, or high-growth startup environments is a plus., • Communication: Excellent written and verbal communication skills, able to explain complex data concepts to both technical and non-technical audiences., • Collaboration: Strong interpersonal skills and the ability to work cross-functionally across Product, Engineering, and Analytics teams.Nice to Have, • Experience with streaming platforms (Kafka, Kinesis, Pub/Sub)., • Background in ML feature-store design or real-time data serving., • Familiarity with BI tools (Looker, Tableau) from a data-engineering perspective.WHAT WE OFFER, • Compensation: $160,000 to $200,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

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

Job Description 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 $150,000-$170,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an experienced Senior Advisor Success Manager ("ASM") to join our growing team. You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform. Given our unique platform and business model, an ASM is much more than a traditional technology company account manager. The ASM plays a critical role in our partners' paths to successful adoption of the Pontera platform for their businesses. As an ASM you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies. This is a great opportunity for an experienced candidate to "hit the ground running" by bringing your pre-existing expertise in account management and client relationship management to a growing team where you can have immediate influence and impact. RESPONSIBILITIES • Proactive engagement with partner firms & financial advisors to drive platform adoption and growth., • Serve as a main commercial point of contact for our partners & advisors on behalf of Pontera., • Manage a large pipeline of partners & advisors in a CRM & other tools with significant attention to detail and meticulous data hygiene., • Regular coordination and communication of product feature updates and enhancements and business reviews with partners & advisors, • Stay informed on how industry trends and topics impact the businesses of our partners & advisors to ensure you're conducting credible and relevant engagements.REQUIREMENTS, • Minimum of 3-5 yrs+ of relevant experience in a consultative sales, business development or an external relationship building role, • Significant understanding of the financial services industry & a track record of selling into or managing relationships within the Wealth Management industry, • Superlative verbal and written communication skills, • History of conducting effective client phone outreach and video-conference calls, • Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients, • Skilled at drafting professional and persuasive emails, • Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM, • High energy and infectious attitude for delivering elite service to clients, • Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills, • Bachelor's degreeWHAT WE OFFER, • Compensation: Base Salary $80,000 - $95,000 / OTE $110,000 - $125,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This pivotal role 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

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

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

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

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

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

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

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

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

COSCO SHIPPING BULK (North America) Inc. is seeking a Senior Chartering Manager to join their Bulk team in Secaucus, NJ. This role would play a critical role in supporting day-to-day operations of the charting team, especially under the growing demand for precise cargo coordination and vessel scheduling. • Assist in booking dry bulk cargoes and preparing chartering contracts under supervision, helping to fulfill the company’s production and performance targets., • Support the circulation of dry bulk vessel opening information and follow up with counterparties along assigned negotiation channels., • Assist in matching booked dry bulk cargoes with suitable vessels, monitor changes or deviations, and track project progress in coordination with the planning department., • Collect and summarize information related to global dry bulk cargo movements, vessel availability, shipping markets, and port conditions, contributing to internal analysis and planning., • Monitor key dry bulk shipping company activity, charterer requirements, credit standing, and industry trends to assist in risk assessment of potential contracts., • Assist in drafting and adjusting voyage planning proposals and business cases under the direction of senior staff., • Support charter-in activity in case of vessel shortage, including market research and broker coordination specific to the dry bulk sector., • Track vessel movement and voyage status; help resolve issues within authorized limits and escalate when beyond authority., • Assist in maintaining chartering documentation and reports, and help coordinate between chartering, operations, and documentation teams., • Carry out other duties as assigned by senior chartering personnel or management. Requirement: • Prior experience in dry bulk shipping/chartering is required. What We Offer: -Comprehensive health coverage – including medical, dental, and vision plans -Flexible Spending Accounts (FSA) – for health care and dependent care expenses -Commuter benefits – to help cover mass transit and parking expenses -401(k) retirement plan – with a 100% company match up to 6% -Generous Paid Time Off -Annual Discretionary Bonus - based on individual and company performance -Company-paid life insurance – with the option to purchase additional coverage -Fully covered short-term and long-term disability insurance -Employee Assistance Program (EAP) – free, confidential support for personal and work-related challenges

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

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

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

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

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview As the Client Service Leader you will ensure delivery of exceptional service to Gallagher’s clients by managing our client service teams. You will champion branch initiatives and drive our dominant priorities. You will use your experience in client service and business insight to lead our team and create depth in our client relationships. We will look to you to develop and cultivate outstanding relationships within our branch and with our clients and vendor partners. How you'll make an impact • You monitor overall book and client assignments for the team while managing 1-2 clients to keep you in touch with the marketplace, • Providing guidance in the employee benefits Client Service Cycle to ensure a seamless renewal process and handle advanced service issues. We measure success based on retention and our renewal target is 95%, • You continuously assess the performance of team members. You provide ongoing, timely feedback and coaching to improve performance, • Prioritizing team workflow and ensure accountability and compliance in both internal and external partnerships, • Communicating performance expectations and ensure team members have the resources to achieve their goals, • You recognize the client strategy and can determine appropriate coverage solutions that support and enhance the clients' culture, values, and mission, • You support consultants in winning new business by participating in meetings and calls with prospects and effectively communicating Gallagher’s Value Proposition, • You encourage "cross-solving" with clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, etc.) and actively seek business referrals, • You champion Gallagher resources and tools to maximize efficiency in managing client deliverables, • Guiding, developing, and mentoring new hires, account management, and team resources and foster team engagement by supporting our culture and driving commitment to the Gallagher Way, • Complete internal professional development programs to gain an understanding of the insurance industry and GBS processes, • We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way What skills will make me successful in this role? • You are comfortable giving and receiving constructive feedback, • Demonstrating a high level of professionalism in all interactions, • You recognize each teammate is unique and seek to learn their unique goals and priorities, • You have navigated the benefits market from the broker perspective, the renewal cycle, and the financial drivers that impact our clients, • You take action to influence events, achieve team goals, and retain clients, • Adaptable and remain composed and in an environment that requires balancing multiple priorities in any given day, • You actively seek to develop your professional skills and improve efficiency and productivity, • You are innovative and rarely satisfied with the status quo. You love to generate new and practical ideas and aim to continuously improve, • You have a desire to build a knowledge of Gallagher tools, systems and shared resources, • We look for the people who go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher About You Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required. Preferred: Prior experience designing and implementing productivity and client service improvements, Experience leading and managing teams within an operational service delivery or shared services environment, Keen understanding of professional and industry standards/practices. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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

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

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

As part of our evolving brand and bold ambitions, we're looking for a Cyber Underwriter based in Italy to accelerate our cyber portfolio across Continental Europe. Experience in cyber insurance as an underwriter/assistant underwriter, or as a broker.

Unlike other insurance agencies in the Medicare Health Plan industry who get paid from the insurance carrier THEN the agency pays you, we have contracts with the insurance carriers that if a sale is made, the insurance carrier pays the broker DIRECTLY and YOU own your book of business. As a Licensed

What Sets You Apart - Experience as a risk manager, property/casualty insurance broker or consultant - Providing insurance risk management advisory and M&A due diligence service - General knowledge of insurance related accounting areas like US GAAP - Supervising teams to create an atmosphere of trus

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 currently experiencing hyper growth and are looking for an outgoing and enthusiastic Customer Support Representative (CSR) to join our NYC based team. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES • Provide software support and troubleshoot basic technical issues., • Respond to all client questions and issues in a quick and comprehensive manner., • Escalate technical issues to the relevant internal teams., • Communicate and solve issues with cross functional teams by phone, email, video chat., • Work on specific projects as needed.REQUIREMENTS, • In office 3 days/week; work hours are 9-6pm, • Exceptional team player with the ability to relate and care for customers., • Excellent verbal and written communication skills., • High energy, positive, and can-do attitude., • High intellect, quick to learn and eager to excel., • Comfortable in a fast paced, high-growth start-up environment., • Bachelor's degree or equivalent.WHAT WE OFFER, • Compensation: $55,000 - $60,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description 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 Research translator is responsible for translating written financial materials and analyst reports from Japanese to English for DCMA’s clients. This role ensures the accuracy, clarity and professional tone of research products translated into English while preserving the original intent and industry context gleaned from Japanese source materials. This candidate will collaborate closely with a global team with operations in New York, Tokyo and London to support timely and effective communication of markets insights and financial analyses. Core Responsibilities: • Translate a variety of Japanese financial documents – including reports, memos, comments, and presentation materials into professional English, • Ensure clarity, accuracy and consistency across translated materials, • Conduct reviews and provide quality assurance for translations completed by others, • Coordinate with teams in Tokyo, New York and London to relay information and manage task priorities, including monthly and statistical reports, • Bachelor degree preferably in Finance, Economics or related field related to translation, • Minimum 3 years of work experience as a Japanese to English translator, whether in-house or freelance (specialty in finance, equity research, investor relations preferred), • Native level fluency in Japanese with expertise in professional English writing skills, • Exceptional attention to detail and accuracy, • Strong time management skills with the ability to meet tight deadlines, • Proficiency in Microsoft Office, • Prior experience in financial services or equity research a plus, • Prior experience in use of CAT tools a plus, • Self motivated with a collaborative mindset and ability to work in a fast paced environment Company Culture and Benefits: 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.