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As a CPM, this individual will be responsible for multi-asset model portfolio investment content & thought leadership designed to promote our models within the Financial Advisor ecosystem as well as support our models specialist sales team in the field. Represent the MAS PM team as a models expert b

As a CPM, this individual will be responsible for multi-asset model portfolio investment content & thought leadership designed to promote our models within the Financial Advisor ecosystem as well as support our models specialist sales team in the field. Represent the MAS PM team as a models expert b

As an Associate on our Business Management team, you will support the Managed Investments Program and Advisor Experience Teams. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Bancorp Investmen

As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. Brings 10+ years of investment advisory experience. Seamless back-office workflows built for modern advisory practices.

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. At Schwab, you're em

Alternative Capital Markets (ACM) Client Solutions team is actively seeking a highly motivated Associate to join a rapidly expanding segment within our distinguished Wealth Management division. Our advisor-led wealth management businesses provide financial planning, investment management, banking an

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Talent Acquisition Advisor - Generalist. Pzena Investment Management is seeking a Talent Acquisition Advisor to play a pivotal role in strengthening the firm's hiring and people infrastructure. In partnership with the Talent Delivery and Advisory Lead, the role combines full ownership of the recruit

Senior Associate, Middle Office Operations. Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Middle/Back office experience covering trade settlements, fail control, reconciliation of trade discrepanc

The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job Description#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor's equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York. The Impact You'll Make This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses. Your responsibilities will include: Investor Relations Leadership • Lead all aspects of Nextdoor's investor relations strategy and execution, • Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy, • Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement, • Develop strong relationships with investors, analysts, and key market stakeholders, • Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment, • Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures, • Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities, • Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments, • Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation, • Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization, • Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management, • Provide analytical support on return frameworks and long-term financial targets, • Support Board materials related to strategy, capital allocation, and corporate development, • Help build and mentor talent within the broader Finance organizationWhat You'll Bring To The Team, • 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development, • Direct experience leading a senior role in Investor Relations at a publicly traded company, • Strong understanding of consumer internet, digital advertising, marketplace, or platform business models, • Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks, • Demonstrated experience evaluating corporate development opportunities, • Exceptional financial modeling and valuation skills, • Executive presence and ability to engage credibly with sophisticated public market investors, • Strong judgment, communication skills, and cross-functional influence, • High integrity and ability to operate with discretion in a public-company environment The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate's geographic location. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job DescriptionDirector Corporate Strategy Leadership position within the Internal Strategy and transformation team of a global investment bank Responsibilities: • Work with C-level executives to advise, develop, and design large scale transformational initiatives spanning multiple business lines and geographical locations, • Oversee the project structure, approach and process and manage overall project delivery to ensure quality and timeliness of deliverables, • Outline proposals to acquire new projects and to gain buy-in from relevant stakeholders, • Forge collaborative and insightful long-term relationships with internal leadership, • Present regular project status updates and commentary to Head of Internal Consulting Group Requirements: • MBA from a top-ranked business school with 7+ years strategy/consulting experience within a top tier consultancy firm and/or similar function within financial services, • Clear and Succinct communication and presentation style with experience working in a dynamic, global environment, • Keen ability to define solutions for complex and/or rapidly changing issues and to develop corresponding core messages, • Desire to work within a steam lined team with high exposure and associated accountability and to maintain unerring ethical and business standards For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description DOUGLAS ELLIMAN DEVELOPMENT MARKETING - PLANNING & DESIGN DIRECTOR About Douglas Elliman Development Marketing Douglas Elliman Development Marketing, a division of Douglas Elliman Realty, offers unmatched expertise in sales, leasing, and marketing for new developments both nationally and internationally. The company’s new development hybrid platform matches highly experienced new development experts with skilled brokerage professionals who provide unparalleled expertise and real time market intelligence to its clients. The firm is heralded for its achievements in record-breaking sales throughout each of its regions. Drawing upon decades of experience and market-specific knowledge, Douglas Elliman Development Marketing offers a multidisciplinary approach that includes comprehensive in-house research, planning and design, marketing, and sales. The Planning & Design team serves as a strategic advisory group embedded early in the development process, working closely with developers, architects, interior designers, and internal sales leadership. Through deep market intelligence, design judgment, and cross-portfolio insight, the team informs critical early decisions and elevates product differentiation across luxury residential and mixed-use projects. Position Summary The Planning & Design Director provides strategic advisory leadership to clients and internal teams, shaping product positioning, unit planning, amenity strategy, and design narrative to ensure competitive differentiation and market success. The role requires comfort working with both qualitative design judgment and quantitative market data to substantiate recommendations, evaluate trade-offs, and communicate value in clear, compelling terms. The Director acts as a trusted advisor to developers and senior sales leadership, influencing predevelopment decisions through a balanced, rigorous approach. Reports To SVP, Planning & Design – New Development Key Responsibilities Development Strategy & Design Positioning • Lead design positioning efforts from early predevelopment through launch, advising on unit mix, layouts, interior design direction, amenity programming, and overall product strategy, • Evaluate and recommend architects, interior designers, and consultants aligned with project goals, market positioning, and budget considerations, • Translate design intent and development objectives into compelling sales narratives and marketing direction in collaboration with Creative, Sales, and Marketing teams, • Support the Model Residence Program portfolio-wide, engaging directly with Sales, Marketing, external design teams, and developer clients, • Serve as a primary design strategy contact for developer clients, presenting recommendations with confidence, clarity, and market-backed rationale, • Structure and deliver polished client presentations that align design decisions with pricing, absorption, and brand objectives, • Participate in new business pitches, reinforcing DEDM’s expertise in predevelopment advisory, product strategy, and market intelligence, • Leverage proprietary market data, unit-level metrics, and cross-project insight to inform design standards, finishes, layouts, and amenity expectations, • Monitor competitive and industry trends, translating observations into strategic guidance rather than purely aesthetic responses, • Direct, delegate, and manage Planning & Design workflows across multiple concurrent projects, • Collaborate closely with Sales leadership to interpret buyer and broker feedback and address design-related challenges, • Support senior leadership initiatives that advance DEDM’s strategic positioning, processes, and thought leadership Strategic & Analytical • Strong design judgment grounded in market realities, • Comfort working with quantitative data to support design and positioning recommendations, • Ability to interpret data trends and translate them into clear, client-facing insights, • Executive-level presentation and storytelling skills, • Ability to influence without authority and navigate complex stakeholder dynamics, • Clear, confident communicator with clients, senior leadership, and cross-functional teams, • Working proficiency in Adobe Creative Suite (InDesign, Photoshop, Illustrator), • Ability to review architectural and interior drawings using Bluebeam, • Familiarity with internal databases and analytical tools (e.g., Access, Tableau) as decision-support resources, • Bachelor’s degree in Architecture or related field, • Master’s degree in Architecture, Interior Design, or Real Estate Development preferred, • Minimum six years of experience in luxury residential, mixed-use, and/or hospitality environments, • Significant knowledge of New York City’s luxury residential market Please send a resume, cover letter, and selected work samples (PDF, maximum 10MB) to

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Job Title: Account Executive – Sales Location: New York City Metropolitan Area Job Type: Full-Time About Us: SmartRoom is redefining how businesses securely share and manage critical information. Our Virtual Data Room (VDR) platform empowers dealmakers, legal teams, and financial professionals to collaborate with confidence. Whether it's mergers & acquisitions, fundraising, audits, or compliance, our secure and intuitive platform helps teams move faster with less risk. We’re growing fast and looking for a driven, results-oriented Account Executive to join our New York City Sales team and help accelerate our next stage of growth. The Role: As an Account Executive, you will be responsible for generating and closing new business with middle-market investment banks, private equity firms, and enterprise corporate clients. Initially, your primary accounts will be investment banks. You’ll act as a trusted advisor, helping prospects understand how our VDR solutions can solve their most critical information-sharing challenges. This role is ideal for a motivated, self-starting sales professional with experience in SaaS and a passion for consultative selling. Key Responsibilities: • Own and manage the full sales cycle from prospecting to close, • Identify client needs and pain points through consultative discovery, • Conduct product demos and presentations tailored to prospect goals, • Develop and execute strategies to drive revenue growth, • Build and maintain strong relationships with decision-makers, • Bachelor's degree, • 3+ years of B2B SaaS sales experience (VDR, Fintech, or CRM is a plus), • Proven track record of meeting or exceeding quota, • Strong communication, negotiation, and presentation skills, • Comfortable managing complex sales cycles and multiple stakeholders, • Self-motivated, coachable, independent and highly organized, • Competitive base salary + uncapped commission, • Flexible work environment, • Generous PTO and paid holidays, • Health, dental, and vision insurance

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Willow Wealth is seeking an Associate, Investment Product Marketing (Managed Portfolios & Evergreen Funds) to join our growing Investment Product Management team, focused on accelerating the growth of our evergreen fund platform and automated investing solution ("robo-advisor"), Willow 360. The idea

Job Description Mirage is an AI-native video platform that intelligently orchestrates production and editing through natural language. Our models leverage contextual awareness to execute the same creative decisions a professional editor would — dramatically improving productivity for experienced teams, while making video creation accessible to anyone. We’re an interdisciplinary team addressing some of the most difficult technical and creative challenges in generative media. As an early member of our team, you’ll tackle foundational problems that remain largely unsolved across the industry, driving an outsized impact on the future of creative expression. More about us Product (Captions by Mirage) Research (Seeing Voices, technical-white-paper) Updates (Mirage on X / twitter) TechCrunch, Forbes AI 50, Fast Company (press) Our Investors We’re very fortunate to have some the best investors and entrepreneurs backing us, including Index Ventures, Kleiner Perkins, Sequoia Capital, Andreessen Horowitz, Uncommon Projects, Kevin Systrom, Mike Krieger, Lenny Rachitsky, Antoine Martin, Julie Zhuo, Ben Rubin, Jaren Glover, SVAngel, 20VC, Ludlow Ventures, Chapter One, and more. Please note that all of our roles will require you to be in-person at our NYC HQ (located in Union Square) About the role: We’re looking for a strategic and highly analytical Marketing Data Analyst to help drive smarter acquisition, stronger retention, and more effective marketing investment decisions. In this role, you will partner with Marketing, Finance, and Leadership teams to transform complex, multi-channel data into clear insights and actionable recommendations. You'll play a key role in shaping how we measure performance, evaluate growth opportunities, and optimize the full customer journey. Operating at the intersection of data and strategy, you’ll turn insights into clear direction that shapes priorities, investments, and outcomes. Key Responsibilities: * Analyze acquisition, lifecycle, and broader marketing performance to identify trends, diagnose funnel gaps, and uncover opportunities to improve CAC, ROAS, LTV, retention, and engagement. * Translate complex datasets into clear dashboards, reports, and executive-ready narratives for monthly business reviews, QBRs, and strategic planning sessions. * Conduct deep-dive analyses into customer behavior, cohorts, segmentation, and retention patterns to inform marketing strategy and user journey improvements. * Partner with performance marketing to evaluate multi-channel campaign impact and support optimization across paid, owned, and earned channels. * Strengthen marketing attribution and incrementality measurement, including SKAN and probabilistic modeling approaches * Design and evaluate A/B and multi-variate tests, ensuring rigorous measurement and actionable insight generation * Collaborate cross-functionally with Finance, Marketing, and Data teams to enhance data reliability, improve measurement frameworks, and evolve out analytics capabilities. * Serve as a trusted analytical advisor to marketing leadership, providing context, clarity, and strategic recommendations Requirements: * 4+ years of experience in marketing analytics or growth analytics within B2C, B2B, e-commerce, or SaaS environments. * Advanced SQL proficiency with hands on experience analyzing marketing and user level data sets * Experience with modern cloud data warehouses (e.g., BigQuery), including querying, data modeling, and building or maintaining tables to support analytics and scalable reporting. * Strong understanding of core marketing and growth metrics across the customer lifecycle, including acquisition, activation, engagement, retention, and LTV, with the ability to connect marketing performance to broader business outcomes * Proven ability to craft clear, compelling data stories and present insights to non-technical audiences and senior stakeholders. * Demonstrated success partnering cross functionally with Marketing, Product, Data Engineering, and Finance teams * Exceptional analytical, structured thinking, and problem-solving skills, with the ability to operate independently in fast-paced environments. Bonus: * Strong understanding of core marketing performance metrics, including CAC, CLV, ROAS, funnel performance, attribution, retention, and incrementality. * Experience with mobile measurement partners (e.g., AppsFlyer) and familiarity with mobile attribution. Benefits: * Comprehensive medical, dental, and vision plans * 401K with employer match * Commuter Benefits * Catered lunch multiple days per week * Dinner stipend every night if you're working late and want a bite! * Grubhub subscription * Health & Wellness Perks (Talkspace, Kindbody, One Medical subscription, HealthAdvocate, Teladoc) * Multiple team offsites per year with team events every month * Generous PTO policy Captions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Please note benefits apply to full time employees only. Compensation Range: $110K - $160K

Job Description Level/Function: Senior Specialist, Project Management Title: Senior Product Manager – Digital Assets & Distributed Ledger Solutions About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Senior Product Manager – Digital Assets & Distributed Ledger: The Senior Product Manager – Digital Assets & Distributed Ledger Solutions is a senior role responsible for shaping, delivering, and scaling BetaNXT’s digital asset and blockchain-enabled product capabilities. This role sits at the intersection of product strategy, revenue growth, and client enablement, translating complex market, regulatory, and client needs into commercially successful products. The Senior Product Manager owns end-to-end product outcomes—from strategy and roadmap development through client adoption and revenue realization—across solutions leveraging distributed ledger technology (DLT), blockchain infrastructure, tokenization, and digital asset workflows. This position is ideal for an experienced product leader who has successfully launched and scaled enterprise-grade blockchain or digital asset platforms in financial services, fintech, or capital markets environments. Duties and Responsibilities of the Senior Product Manager – Digital Assets & Distributed Ledger: Product Strategy & Ownership (Digital Assets) • Define and own the product vision, strategy, and roadmap for digital asset and distributed‑ledger solutions aligned to BetaNXT’s platform and growth goals., • Translate client, regulatory, and market needs into clear product requirements, use cases, and value propositions., • Prioritize features, integrations, and enhancements based on revenue impact, scalability, and client adoption., • Act as the senior voice of the customer, ensuring institutional client needs and feedback drive product direction., • Engage with clients, partners, and industry participants to validate use cases and refine product‑market fit., • Lead complex initiatives across Product, Engineering, Sales, Client Support, Finance, and external partners., • Establish product governance, delivery milestones, success metrics, and adoption KPIs., • Proactively manage risks, dependencies, and regulatory considerations unique to digital asset solutions., • 8+ years of experience in product management, with direct ownership of enterprise software or platform products, • Bachelor’s degree in Business, Technology, Finance, or a related field, or equivalent experience., • Demonstrated experience delivering digital asset, blockchain, or distributed ledger–based solutions in a regulated financial service, fintech, or capital markets environment., • Strong understanding of product development lifecycles, go-to-market execution, and institutional client needs., • Proven ability to influence senior stakeholders and drive outcomes without formal authority., • Experience with capital markets infrastructure, brokerage processing platforms, custody, clearing, settlement, or post-trade workflows., • Hands-on experience with tokenization, smart contracts, digital asset custody, or blockchain interoperability., • Familiarity with regulatory considerations impacting digital assets (e.g., SEC, CFTC, FINRA, global market structures)., • Agile, Scrum, or product management certifications are a plus., • Deep domain expertise in digital assets and distributed ledger technology, • Strong strategic thinking, execution discipline, executive communication, and stakeholder management., • We offer a competitive compensation package commensurate with experience including full benefits offering and a Flexible Time Off Policy. Minimum salary of $120,000 plus bonus opportunities and other incentives.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionObsessed Media is an independent media group focused on helping our clients dramatically improve the impact of their media through smarter plans, sharper strategy, creativity, and measurable results. As we continue to scale, we’re searching for a Media Director to lead client strategy, own media plans, manage key client relationships, and raise the bar across accounts and teams. This is a senior, hands-on role for someone who can think big, juggle multiple accounts seamlessly, and consistently deliver breakthrough work. You’ll serve as the strategic lead on assigned clients, guiding media approach from brief to business results, while mentoring team members and shaping how Obsessed shows up in the market. Responsibilities include: Client & Account Leadership • Oversee the planning, execution, and optimization of client campaigns across all channels., • Act as the senior media lead and trusted advisor for our clients, • Partner with agency leaders to develop media strategy, ensuring plans are grounded in business objectives, market research, and on brand, • Lead senior-level client conversations, presentations, and POVs with confidence and clarity, • Anticipate client needs and proactively bring ideas, opportunities, and course-corrections forward, • Serve as the senior owner of media planning and buying across assigned clients, • Set the planning framework and investment approach across channels, ensuring budgets are aligned to business outcomes, • Oversee all buying activity, including partner selection, deal structures, and investment rationale, • Evaluate tradeoffs between platforms, partners, and formats, and make clear, defensible recommendations, • Ensure buys are executed accurately and efficiently, with strong stewardship of client budgets, • Oversee campaign execution across teams and partners, ensuring quality, pacing, and performance standards are met, • Works with internal team to build reporting, guiding optimization decisions across multiple channels, • Ensure measurement frameworks are sound and insights are clear, honest, and useful, • Mentor, develop, and oversee media team members across all levels, • Set clear expectations and provide guidance without micromanaging, • Elevate the quality of thinking, storytelling, and rigor across the work, • Contribute to new business efforts through strategic thinking, planning leadership, and client-facing presentations., • Help define Obsessed Media’s POV on modern media internally and externally, • An experienced, senior media thinker who can zoom out and get into the weeds when it matters, • A quick and excited learner, • Comfortable owning decisions and the results that come with them, • Not comfortable with status quo of media, • Confident leading clients, teams, and partners without a defined playbook or pre-developed systems, • Strategic but clear, allergic to fluff and performative media jargon, • Curious, opinionated, and willing to challenge assumptions (including your own), • Highly organized, but not rigid, • A little too obsessed with media, • Reads job descriptions closely enough to to notice errorsHow We Work, • We move fast, but we don't rush: We value being quick, but thoughtful in strategy, planning, and execution, • We take ownership: We treat client budgets and agency capital as if it were our own, • We keep it human: We are a low-ego team that knows how to keep work funIf you’re excited to run point on high-profile campaigns, be a part of a fast growing agency, manage projects from start to finish, and help us keep making media better, we’d love to meet you Powered by JazzHR BmkKF98hyd

Job Description The Chief of Staff is a high-visibility leadership role responsible for the operational success of the VP, General Manager's organization. Acting as a strategic partner, you will ensure the business operates at peak velocity by driving key initiatives, improving organizational effectiveness, and aligning teams around strategic priorities. You will translate high-level goals into clear execution plans across the business, providing clarity in a fast-paced, complex environment. This role is designed for a seasoned operator who excels at driving accountability among senior leaders and building the systems necessary to scale a SaaS business. You will identify operational gaps, mitigate risks before they impact the bottom line, and act as an extension of leadership—prioritizing, executing, and communicating critical projects to enable the executive team to operate at maximum efficiency. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. As a Chief of Staff You Can Expect: • Drive the Operating Cadence: Design and manage the GM's leadership meetings, QBRs, and planning cycles to ensure the team is aligned and hitting KPIs., • Force Execution: Partner with Product, Sales, CS, and Engineering leaders to unblock projects and hold senior stakeholders accountable for deliverables., • Prioritize Ruthlessly: Act as a surrogate for the GM in high-level meetings, surfacing critical risks early and filtering out noise to focus the organization on top priorities., • Build Systems & Visibility: Develop dashboards and reporting structures that provide real-time clarity on business health and cross-functional performance., • Lead Special Projects: Own high-impact, ambiguous initiatives that don't have a natural home (e.g., market expansion research, internal restructuring, or post-launch retrospectives)., • Facilitate High-Stakes Decisions: Prepare briefing materials, research, and frameworks that enable the GM to make fast, informed decisions., • Strategic Execution & Cross-Functional Leadership, • Partner with executive leadership to define, prioritize, and drive the company's most critical initiatives, • Help formulate and drive longer term business strategy as well as short term strategic planning and alignment with FP&A processes, • Lead cross-functional execution across Product, Sales, Customer Success, and Engineering to ensure alignment and delivery, • Proactively identify risks, surface issues early, and drive timely decision-making, • Operational Excellence & Systems Thinking, • Build and implement operating cadences, dashboards, and tracking mechanisms to measure progress against key priorities, • Establish structure and clarity in ambiguous or evolving environments, • Continuously identify opportunities to improve organizational effectiveness and execution, • Executive Partnership & Accountability, • Act as a trusted advisor and thought partner to senior leadership, • Help prioritize competing demands and ensure focus on the highest-impact work, • Hold executive leaders accountable for commitments, deliverables, and outcomes, • Communication & Alignment, • Drive alignment across the leadership team through clear communication, structured updates, and effective meeting cadences, • Prepare executive-level materials, including presentations, briefings, and business reviews, • Facilitate leadership meetings, ensuring clear agendas, decisions, and follow-ups, • Special Projects, • Lead high-impact, often ambiguous initiatives from concept through execution, • 5+ years experience in high-growth SaaS operator roles (e.g., Biz Ops, Product Ops, RevOps, or a prior CoS/Founder role) OR deep domain expertise in SaaS business models and operations gained from consulting and private/growth equity backgrounds., • Executive Presence: The confidence to challenge senior leaders and the diplomacy to drive consensus across competing departments., • Clarity from Chaos: A proven ability to walk into an ambiguous environment and build the structure, processes, and documentation needed to scale., • Deep SaaS Literacy: You understand the operational levers of a SaaS P&L—churn, NRR, CAC, and product velocity as well as financial levers - bookings/sales targets achivement, financial analysis, unit economics, financial performance ratios, • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $160,000 and $200,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job Description Position Title: Associate Vice President, Human Capital Reports to: Vice President, Human Capital Department: Human Capital Organization Summary: United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Position Overview: Reporting to the Vice President, Human Capital (VP) the Associate Vice President, Human Capital (AVP) is the operational leader responsible for ensuring UWNYC’s people practices are applied consistently across the organization. Working in close partnership with the VP, this role translates organizational direction into day-to-day management expectations and actions. The AVP provides guidance to leaders on employee matters, leads performance and workplace practices, and ensures compliance and documentation standards are followed. The AVP focuses on implementation, consistency, and operational decision-making — ensuring HC staff and leaders understand expectations and that workforce practices are carried out appropriately across departments. The AVP serves as the primary escalation point for managers, assesses situations, determines appropriate next steps within established guidelines, and elevates only the highest-risk or organizational-impact matters to the Vice President. Primary Responsibilities Talent & Performance Operations • Administer organization-wide performance management processes., • Support structured hiring practices and selection processes., • Oversee onboarding implementation and manager readiness., • Support compensation administration and consistent pay practices., • Implement Human Capital policies and practices across departments., • Ensure consistent application of workplace expectations and documentation standards., • Coordinate workforce actions including restructuring, role changes, and transitions., • Support leaders in maintaining clear role expectations and accountability., • Serve as primary Human Capital advisor to managers on employee relations and performance matters., • Conduct investigations and manage resolution processes., • Coach leaders on feedback delivery, documentation, and performance conversations., • Implement corrective action and separation processes approved by the Vice President., • Escalate high-risk matters with recommendations and risk context., • Maintain workforce dashboards (turnover, vacancies, performance completion, staffing movement)., • Identify trends and recommend preventative interventions., • Monitor documentation quality and compliance patterns., • Prepare workforce reports for leadership decision-making., • Partner with Finance on staffing projections and headcount tracking., • Ensure HRIS data accuracy and reporting integrity., • Ensure compliance with employment laws and internal policies., • Coordinate audit responses and documentation readiness., • Monitor organizational risk patterns in employee matters., • Supervise Human Capital staff and oversee workflow prioritization., • Provide coaching and development support to team members. Bachelor’s degree required with eight years of progressive Human Resources leadership experience, including people management responsibility; Master’s degree and SHRM-SCP, SPHR, or equivalent certification strongly preferred. • Senior Generalist-level expertise in complex employee relations, workplace investigations, risk mitigation, and high-impact personnel matters., • Comprehensive experience spanning at least two Human Capital specialties, • Demonstrated ability to serve as a strategic advisor to senior leadership on workforce strategy, organizational design, and employment decision-making., •  Deep knowledge of federal, state, and local employment law with experience guiding compliance strategy and organizational policy development., • Proven track record leading organizational change initiatives, restructuring efforts, and workforce transitions in dynamic environments., • Advanced expertise in compensation strategy, salary architecture, internal equity, and comprehensive total rewards design., • Experience building and scaling structured talent acquisition, succession planning, and leadership development frameworks., • Strong command of workforce analytics, HR dashboards, and operational metrics to drive data-informed executive decision-making., • Demonstrated ability to strengthen HC infrastructure, optimize systems (e.g., ADP or similar HRIS), and standardize enterprise-wide processes., • Ability to influence across functions, lead high-performing teams, manage competing priorities, and model UWNYC’s mission, values, and place-based strategy., • Display discretion, professionalism, and credibility when working with leaders and staff., • Results Driven, • Judgment & Escalation Awareness, • Manager Coaching, • Operational Execution, • Workforce Analytics & Reporting, • Consistency & Fairness, • Conflict Resolution, • Job Title Salary Range: Associate Vice President salary range, • Successful completion of background check., • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. How To Apply: Please apply on our United Way of New York City career page. No phone calls or faxes accepted. United Way of New York City is an Equal Employment Opportunity Employer

Job Description Position Title: Regional Controller Salary: $130000 - $140000 / year Other Forms of Compensation: Bonus Opportunity A family of companies and experiences As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home, chances are you’ve tasted Compass Group’s delicious food and experienced our outstanding service. We have over 284,000 US associates who work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states. Our reach is constantly expanding to shape the industry and create new opportunities for innovation. Join the Compass family today! great people. great services. great results. Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar. Job Summary Working as a Regional Controller, you are a multi-unit controller in charge of overseeing multiple units. For each unit, you are responsible for ensuring all unit controllers correctly conduct their financial reporting including the following: monthly, quarterly and annual reports, monthly and fiscal close, & internal and external audit reporting. You will develop forecasts and budgets, identifying risks and opportunities. You will oversee Payroll and Human Resources administration. You will also analyze financial results for both internal and external use and track/ maintain monthly P/L and balance sheet activity. Key Responsibilities: • Act as a financial advisor and business partner to team., • Seek continuous improvement in account profitability through raising financial awareness and financial competence of the operations team., • Focus on improving business cash-flow notably through:, • Effective management of Account Receivables, • Efficient utilization of capital investment, • Sound inventory management, • Ensure sound financial control throughout the region and work closely with the Internal Audit Department to ensure:, • Internal Control Review (ICR) targets are delivered, • Audit report recommendations are implemented promptly, • Loss prevention disciplines are in place (cash handling, timely payment of invoices, inventory, etc…), • Coordinate the Quarterly Forecast process and work with the operations team to produce action plans to rectify any performance issues., • Provide financial evaluation of new business and re-bid proformas, working closely with the sales and operations team to ensure financial goals are achievable. Improve quality of financial review through benchmarking and sensitivity analysis., • Recruit, coach and develop the financial support staff as needed., • Ensure that assets are setup properly with accounting and capital assets department by making certain that all invoices are forwarded timely., • Provide client ad-hoc reporting as needed., • Monitors and maintains prompt routine preparation and reporting of retail productivity measures., • Provides personal support and training for unit managers with unit bookkeeping as needed., • Assists with and oversees the monthly close process, providing the bridge between unit management and corporate HQ., • Monitors and improves local controls and accounting procedures where weaknesses are identified at unit level., • Establishes routines for weekly operating and profitability reports, focusing on provision of accuracy and relevant, prompt information for management., • Provides prompt analysis of month end results for the operational team, including unit management., • Prepares detailed and summary forecasts as required., • Leads the preparation of detailed and rolled up annual budgets. Preferred Qualifications: • Bachelor’s Degree in Accounting, Business or Finance, MBA and/or CPA, • Five years’ experience with revenue control, financial reporting and cash handling responsibilities., • Three years’ experience in a similar operational accounting or financial reporting role a plus, • Previous similar experience in a retail environment also an advantage, • Detail-oriented with strong analytical skills, • Proficient in Excel, Word, knowledge of Access, PowerPoint SAP (spreadsheets and financial accounting software) advantageous, • Ability to travel (20%), • Excellent written, verbal, interpersonal communication skills Apply to Compass Group today! Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply. Compass maintains a drug-free workplace. Applications are accepted on an ongoing basis. Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Paid Parental Leave, • Holiday Time Off (varies by site/state), • Personal Leave, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.

Job Description:\n\nDescription: The Center for Reproductive Rights has partnered with Koya for this search: Link to Apply on Koya site Title: Senior Director of Litigation Unit: Litigation, U.S. Program Division Center Background: The Center for Reproductive Rights is a global human rights organization working to ensure that reproductive rights are protected in law as fundamental human rights worldwide. With offices in New York City, and Washington, D.C.; Nairobi, Kenya; Bogota, Colombia; and Geneva, Switzerland, the Center is a non-profit, non-partisan organization changing law and policy throughout Africa, Asia, Europe, Latin America and the Caribbean, and the United States. Our 270+ diverse professionals are committed to advancing the Center’s human rights mission through game-changing litigation, legal policy, and advocacy work. This has powered the Center’s exceptional growth to an operating budget of over $67 million and won the respect of law firms in countries around the world. Our global pro bono network includes over 3,000 lawyers across 6 continents, 64 countries, and 130 law firms. Last year, law firms contributed over $35 million USD in pro bono legal services. The Center’s Strategic Plan sets a high mark for impact: By 2030, half of the world’s population will be living under stronger protections for reproductive rights than they were in 2020. The Center has a record of success to back up this ambitious goal. Since our founding in 1992, the Center has transformed how reproductive rights are understood and applied by courts, governments, and human rights bodies worldwide on issues including maternal health, abortion, assisted reproduction, and adolescent sexual and reproductive health and rights. We have won groundbreaking cases before national courts, U.N. Committees, and regional human rights bodies. The Center has also led development of historic, proactive legislation advancing robust protections for reproductive rights. It has built the legal capacity of women’s rights advocates in more than 65 countries and counting. To learn more about the Center, please go to The Job: In the midst of an escalating assault on reproductive freedom in the United States, the Center for Reproductive Rights is seeking a bold, strategic, and visionary litigator to lead its U.S. Litigation team. The Senior Director of Litigation sets the strategic vision for the Center’s litigation efforts nationwide and ensures alignment with broader institutional goals. Reporting to the Chief Program Officer, U.S. Division, the Senior Director works closely with cross-functional leaders in Policy and Advocacy and Corporate Engagement to drive an integrated strategy that secures lasting legal protections and prevents regression across the reproductive rights landscape. As the head of the Litigation Unit, a team of 27 professionals, including 23 attorneys, the Senior Director is responsible for ensuring high-quality legal execution and internal coordination. This includes overseeing case development and implementation, translating strategic goals into impactful litigation, and ensuring the team’s legal work is timely, coordinated, and rigorous. The Senior Director also provides unified leadership across the Litigation Unit’s internal structure, directly supervising senior leaders and cultivating an inclusive, transparent, and accountable team culture. They are responsible for fostering alignment across workstreams, providing guidance to team leaders, and ensuring that staff are well-supported in their growth, collaboration, and contributions. A core component of the Center’s litigation model involves partnering with leading law firms, corporate legal departments, and other pro bono allies. In collaboration with the Center’s internal pro bono team, the Senior Director will steward and grow a robust network of pro bono partners, expanding capacity, deepening expertise, and extending the reach of the Unit’s litigation docket. Finally, the Senior Director plays a key role in external engagement, serving as a visible leader and spokesperson for the Center’s litigation work. They will represent the Center in courtrooms, coalitions, donor briefings, media opportunities, and other public forums, helping to elevate the Center’s visibility and cultivate support for its mission. This position requires approximately 35% travel. This position will be based in the Center’s New York City headquarters in a hybrid model of 3 days in-office, 2 days working-from-home. Primary Responsibilities: Strategy Development The Senior Director of Litigation is responsible for developing and executing a bold and effective litigation strategy to advance reproductive rights and justice across the United States. They will ensure that the Litigation Unit’s work is grounded in legal excellence, responsive to emerging threats and opportunities, and advances the Center’s broader long-term strategic goals. The Senior Director will collaborate with the Chief Program Officer, U.S. Division, to ensure cohesion across the Division’s integrated strategy and will work closely with leaders of the Policy and Advocacy and Corporate Engagement teams to maximize the Center’s impact. Serve as a key strategic advisor to the Chief Program Officer and an active member of the U.S. Division leadership team. Contribute to cross-divisional priority setting, high-level decision-making, and long-term planning. Lead the development of an ambitious, impactful, and cohesive state and federal litigation strategy to secure legal guarantees for reproductive rights, prevent regression, and advance the Center’s integrated U.S. Division strategy. Drive strategic thinking and innovation by setting long-term goals, fostering a culture of experimentation, and translating complex ideas into actionable litigation strategies responsive to changing legal and political conditions. Collaborate with fellow senior leaders across Corporate Engagement and Policy and Advocacy Units to ensure that each team’s work is strategically aligned and mutually reinforcing. Identify timely opportunities for coordinated action on high-impact issues and in key jurisdictions, bringing forward bold and creative ideas that maximize the Center’s overall impact. Represent the Litigation Unit in division-wide and organization-wide strategic planning forums, offering insights that reflect both deep subject matter expertise and a broad, cross-functional perspective. Program Execution The Senior Director is responsible ensuring that the Unit’s work is carried out with excellence, coordination, and urgency. They are accountable for translating strategic goals into impactful legal action, overseeing the quality, timeliness, and effectiveness of the team’s litigation activities. Ensure that litigation activities are aligned with the Division’s integrated strategy and reflect the Center’s long-term vision and values. Provide strategic input on case development, litigation priorities, and related non-litigation work, in coordination with senior leaders. Effectively execute annual and multi-year plans, while adapting to changing external conditions and emerging priorities. Oversee development and management of Unit budget. Track progress toward programmatic goals and ensure clear lines of accountability across the team. Identify gaps, risks, or areas where course correction is needed, and guide timely, strategic adjustments and prioritization. Lead and participate in coordinated rapid response efforts to legal and political developments by working with internal teams to take timely, strategic, and effective action in response to crises and opportunities. Stay abreast of U.S. legal developments and regularly brief the Chief Program Officer and CEO, and the Center leadership on jurisprudential developments, emerging risks, opportunities, and their implications for the Center’s strategy and operations. Proactively elevate issues through the appropriate channels from the Litigation Unit to the Chief Program Officer and CEO, ensuring they receive timely and regular updates to support effective decision-making. Lead and contribute to the preparation of high-quality materials and updates on litigation work for the Chief Program Officer, CEO, Board of Directors, and other senior stakeholders, including in advance of meetings and events. People Management The Senior Director will provide unified leadership for the Litigation Unit, fostering a cohesive and aligned team while directly supervising senior leaders who manage distinct teams and workstreams. The Senior Director is responsible for ensuring these leaders have the guidance, resources, and feedback needed to succeed, while cultivating a strong, inclusive team culture grounded in transparency, accountability, and collaboration. This role calls for someone who can address challenges proactively and create an environment where staff feel supported and able to thrive. Recruit, develop, and performance manage a diverse, high-performing Unit Leadership Team. Ensure all lawyers in the Unit comply with applicable ethical and practice rules. Address personnel or operational challenges with transparency and care, supporting a problem-solving culture and timely resolution of issues. Inspire commitment and build high-performing teams by developing staff, mentoring future leaders, and fostering a results-oriented culture grounded in clear direction and accountability. Cultivate an inclusive Unit that values open communication, shared ownership of successes and setbacks, and a commitment to professional growth, equity, and well-being. Communicate with clarity and purpose, share decisions transparently, and build strong relationships internally and externally, including across lines of authority, through emotional intelligence, strategic foresight, and interpersonal savvy. Model the Center’s core values (global inclusivity, integrity, impact, and excellence) with self-awareness and a steady, non-reactive presence. Demonstrate humility, learn from experience, and lead with confidence and composure. Pro Bono Relationships Pro bono partnerships are a vital component of the Center’s litigation model, enabling the Unit to expand capacity, deepen expertise, and broaden its reach across jurisdictions. The Senior Director of Litigation will maintain and strengthen relationships with leading law firms, corporate legal departments, and other pro bono partners to ensure these collaborations are effectively scoped, strategically aligned, and meaningfully integrated into the Unit’s docket. Cultivate new relationships with law firms, legal departments, and other potential pro bono collaborators to expand the Center’s capacity, extend the reach of its legal strategies, and deepen impact across jurisdictions. Serve as the lead point of contact for high-value pro bono relationships, including managing firm assignments, resolving challenges, and coordinating with Development and Communications to highlight impact and strengthen donor engagement. Partner with the Center’s pro bono team to identify, scope, and integrate pro bono support across the Litigation Unit’s active and prospective cases, ensuring alignment with strategic priorities, effective delegation, and timely communication with external partners. External Engagement Lead the Litigation Unit’s external-facing strategy and represent the Center with a range of stakeholders, including clients, donors, coalition partners, the media, and the broader legal and advocacy communities. The Senior Director will be a key voice for the Center’s litigation work and play a critical role in enhancing the Center’s visibility and strengthening external partnerships. This requires approximately 35% travel for court appearances, in-person meetings, conferences, retreats, and events. Represent the Center and our litigation work in external coalitions, at public events, and in strategic partnerships, elevating the Center’s visibility and leadership in the field. Ensure key external relationships critical to the success of the U.S. integrated strategy are developed and well-managed to support strategic alignment, collaboration, and information sharing. Build and maintain relationships with local and diverse community-based partners, particularly those serving or led by historically marginalized groups. Ensure the Litigation Unit’s external messaging is aligned with the Center’s integrated strategy and organizational values. Serve as a spokesperson for the Center’s litigation work in media engagements, and, when appropriate, prepare other Center spokespeople for their own media appearances. Contribute to the development and review of external communications materials, including press releases, media advisories, public statements, and website content. Participate in donor-facing meetings. Ensure timely, strategic, and accurate reporting on the Litigation Unit’s work for funder proposals, grant reports, and donor briefing materials. Compensation: The annual salary for this position is $275,000. This salary will be subject to a downward locality adjustment if future authorization is granted to work outside the location listed in this posting. Union Status: This position is non-union. FLSA Exempt Status:?Exempt. Job Band: Senior Director (S11) Benefits:Health: The Center provides a comprehensive health insurance plan with no in-network deductible and best-in-class reproductive healthcare coverage, including infertility. The Center also offers Dental and Vision coverage. Well-being: The Center offers resources to help prevent and recover from burnout through different programs that enable mental, physical, and community well-being. The Center provides generous leave, including paid parental leave, personal days, vacation, and sick leave. We are closed the last week of December to allow staff to spend winter holiday time with their loved ones. Investment: After the first year of employment, the Center will contribute 7.5%* of your annual salary to a 401(k) (*applicable only in US and Kenya). Commitment to Diversity, Equity, and Inclusion The Center is committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage people from all communities to apply. If you are excited about this role but unsure about whether your experience aligns with the job description, we encourage you to apply. You may be the right candidate for this or other roles. To learn more about the Center’s commitment to Diversity, Equity, and Inclusion, please visit Diversity, Equity and Inclusion | Center for Reproductive Rights. Center policy on visa sponsorship for U.S.-based positions: Applicants for employment in the U.S. must have valid work authorization that does not now and will not in the future require sponsorship of a visa for employment authorization in the U.S. by The Center for Reproductive Rights. Requirements: 20+ y

Job DescriptionSalary: upto $150K An exciting opportunity has become available to be part of our fast-growing team and to be a key part of the Analytics team within the Client Services function. This role provides an outstanding opportunity to join a growing global integrated marketing advisory and will provide an ambitious individual with valuable experience for progression and development. The Company mediasense is a global, independent advisor that brings the clarity, connection and confidence modern marketers need to fuel growth. We help marketers eliminate waste and maximize the impact of their most significant investments at scale. Our ambition is to define and own an entirely new category recognized as the worlds most trusted, independent and impactful marketing advisor. We do this by elevating how clients operate, how agencies deliver, how platforms perform, and how all parts of the ecosystem connect. Because progress doesnt happen in isolation, it takes alignment, intelligence, and trust. Thats what we enable. Thats what we stand for. Thats Unified Marketing Intelligence. mediasense is designed around how we help marketers optimize and transform through best-in-class structure and governance (Organization), partners and platforms (Ecosystem), governance and controls (Assurance), and measurement and effectiveness (Science). We have the proven ability to effectively support large, complex organizations and deliver multiple projects simultaneously. As evidenced through our strong track record with clients, we pride ourselves on the consistent high quality of service delivery and the ability to accelerate transformation and growth. mediasense has over 200 employees across London, New York, Singapore and New Delhi. For more information, visit The Role This role is for a Senior Consultant, based in New York. This role will report into the Director. This role will be responsible for the end-to-end analytical delivery of priority projects and retainer engagements within the function. The role entails ownership of quantitative workstreams across pitch management and media performance programs including media buying evaluation, remuneration modelling, and commercial diagnostics - as well as ongoing media investment performance analysis. The role itself will involve a range of activities including: • Expert knowledge of PowerPoint, Excel, Word and Tableau; 3rd party data such as Nielsen, SQAD, Comscore and VideoAmp., • Responsible for endtoend project ownership and delivery, • Engage in mediumcomplexity client interactions with growing autonomy, • Deep critical thinking and robust strategic recommendations, • Proactively raise staffing, technical, or delivery risks to the Client Director or Analytics Director, • Oversee offshore output; trains and delegates work to Analysts and offshore team members, • Capable of supporting technical conversations and ensuring resolution of issues, • Continuing to develop expertise in PRIP schemes The Candidate Success requires rigorous coordination with consultants, senior analysts, managers, and client leads to ensure all analytical outputs meet defined technical specifications, adhere to methodological standards, and are delivered within established timelines The ideal candidate will have the following: • 5+ years of experience in a media agency, consultancy, or client-side role, • Strong knowledge of trading, investment, planning, and buying across all media channels, with deep familiarity with the US market, • Advanced Excel skills and solid understanding of media math and analytics, • Strong working knowledge of Nielsen, with additional experience across platforms such as Google (DV360), Meta, and Amazon DSP, • Ability to structure and analyze data effectively, identify trends, and derive clear insights, • Strong communication skills, with the ability to explain complex concepts to varied audiences, • Proven stakeholder management, with the ability to build strong client and agency relationships, • Demonstrated ability to lead, mentor, and delegate to junior team members, • Contributes to product innovation and continuous improvement, • Strong grasp of media math, analytics and advanced user of Excel What We Offer • Salary of up to $150K, • 20 days holiday per year, up to a maximum of 24 days (with length of service) in addition to federal holidays, • Work from any location in the world up to 4 weeks per year, • 10 days annual leave purchase per year, • Charity day, • Day off for your birthday, • Frequent social events, • Summer hours (amended working pattern), • Company bonus scheme, • 401k, • Private medical, dental and vision, • Employee assistance program, • Employee referral bonus, • New business bonus

Job DescriptionAHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD. We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived. We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. In this role, you will use your business savvy and industry background to accelerate AHEAD’s strategic relationship with Google Cloud Platform (GCP). You will have the opportunity to drive results and shape the future of our AHEAD–GCP partnership across all GEOs, ensuring we are tightly aligned with Google Cloud’s priorities, programs, and routes to market. As the Partner Account Manager – Google Cloud (GCP), you will create and execute joint go-to-market (GTM) plans, shape strategy, ensure consistent sales contribution, and maintain a healthy balance across AHEAD’s partner portfolio with a primary focus on our GCP alliance. You will also be responsible for leading a team of Partner Account Managers focused on developing strategic partnerships with Google Cloud and orchestrating alignment across AHEAD sales, practices, marketing, and delivery. Responsibilities • FINANCIAL / REVENUE, • Set annual and quarterly revenue, ACV, and pipeline targets for the GCP partnership, including co-sell, marketplace, and influenced revenue sourced through Google Cloud., • Develop and negotiate strategic partner investment agreements with Google Cloud (e.g., MDF, incentives, joint business plans) to contribute to AHEAD’s business development and sales growth., • Manage and report national pipeline and performance metrics for GCP, including co-sell pipeline, win rates, marketplace contribution, and profitability, providing visibility and insight to Sales and Executive Leadership to help manage the business., • Maintain deep subject matter expertise in Google Cloud Partner Advantage, co-sell, and marketplace programs to maximize incentives, rebates, and overall profitability back to the business., • Own the governance of GCP scorecards and joint business plans, ensuring AHEAD consistently meets or exceeds Google’s performance expectations for tier status, specialization, and competencies., • ALIGNMENT, • Maintain a strong working relationship with Google Cloud Partner Development Managers (PDMs), Partner Sales Managers (PSMs), Solution Architects, and Industry teams, brokering relationships between AHEAD sales teams and GCP field sellers., • Serve as the primary executive liaison between AHEAD and Google Cloud, coordinating executive briefings, bi-directional business reviews, and long-range alliance planning., • Develop AHEAD’s partner QBR messaging for Executive QBRs and Managing Director QBRs, with clear representation of GCP performance, pipeline, and strategic initiatives., • Participate in weekly cadence calls with Google Cloud and AHEAD Channel / Alliance teams to review pipeline, key pursuits, and program updates., • Lead and facilitate executive meetings, including preparing executive briefs, strategic narratives, and presentations that clearly articulate AHEAD’s value proposition on GCP and joint GTM plays., • Align closely with AHEAD Cloud & AI team to ensure solution roadmaps, reference architectures, and services offerings are tightly mapped to GCP solution areas., • Partner with AHEAD Finance and Operations to operationalize GCP programs (e.g., registration processes, funding utilization, marketplace operations, and deal-approval workflows)., • DEMAND GENERATION / PIPELINE GROWTH, • Develop compelling joint GTM plays and “stitching stories” that showcase how AHEAD integrates multiple Google Cloud services and partner solutions into business outcomes for clients., • Build and execute joint marketing campaigns with Google Cloud (events, digital campaigns, webinars, workshops, executive briefings) to generate qualified pipeline aligned to target industries and solution focus areas (e.g., Data & AI, Security, Cloud Foundation, Application Modernization)., • Leverage GCP Marketplace and co-sell programs to build and maintain a robust pipeline of enterprise opportunities, ensuring offers are well positioned, discoverable, and easy for customers to procure., • Monitor a robust GCP-focused sales pipeline and review profitability metrics such as margin percentage, incentive capture, and coverage across territories, making recommendations to improve performance., • Work with regional sales leadership and field sellers to drive teaming agreements with Google Cloud account teams on strategic pursuits, ensuring clear roles, value propositions, and close plans., • Collaborate with AHEAD’s Executive Briefing Center (EBC) and technical labs to ensure the latest GCP products, reference architectures, and joint solutions are showcased in demos, POVs, and customer workshops., • Ensure AHEAD receives its fair share of GCP demand generation activities and marketing development funds (MDF) by proactively identifying opportunities, submitting proposals, and ensuring flawless execution., • Drive strong pre- and post-event discipline, ensuring field alignment before events (target accounts, messaging, meeting objectives) and structured follow-up motion after events to convert interest into pipeline and bookings. Qualifications • Minimum of 10 years in Partner Management or Sales, with at least 5 years working directly with GCP., • Minimum of 5 years in the IT system integrator, reseller, or ISV industry, preferably in roles that include partner management, channel sales, or cloud-focused GTM., • Bachelor’s degree in Business Administration, Computer Science, Information Systems, or related field., • Master’s degree in Business Administration or Information Technology preferred., • Direct experience managing or co-selling through Google Cloud Partner Advantage, GCP Marketplace, or similar cloud marketplace / alliance programs strongly preferred., • Experience leading cross-functional teams (sales, marketing, technical, operations) in support of joint GTM and alliance growth. Knowledge, Skills, Abilities, • High-level technical knowledge of cloud infrastructure, data platforms, security, and application modernization, with a strong understanding of how these map to GCP solution areas., • Deep understanding of Google Cloud’s partner ecosystem, including Partner Advantage tiers, specializations, incentives, co-sell, and marketplace constructs., • Strong communication and executive presence, with the ability to clearly articulate complex joint value propositions to C-level audiences at both AHEAD and Google Cloud., • Exceptional relationship-building skills, with a track record of developing trusted advisor status with partner and customer stakeholders across sales, technical, product, and leadership roles., • Proven leadership skills and experience leading, coaching, and developing Partner Account Managers and cross-functional alliance teams., • Excellent presentation and storytelling skills, including experience building executive-ready decks, QBR content, and joint business plans for strategic alliances., • Ability to build net-new GTM content, plays, and enablement and distribute them effectively across AHEAD field teams and OEM partners., • Ability to collaborate internally on joint solutions and integrated offerings and roll out those solutions with multiple OEMs, with a primary focus on Google Cloud., • Strong commercial acumen with comfort structuring and negotiating complex enterprise deals involving cloud consumption, marketplace terms, and joint incentives.

Job Description Role Context InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. The firm works with many of the world's largest wealth managers and asset managers, operating at true institutional scale. Private markets are rapidly becoming a core part of wealth portfolios - but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This fundamentally limits scale, degrades client experience, and slows advisor adoption. InvestCloud's Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model that wealth managers expect in public markets. PMN underpins InvestCloud's private markets account capabilities and sits at the intersection of: • wealth managers, • private market asset managers, • custodians and fund administrators Purpose of the Role The Strategy and Execution Manager will play a critical role in shaping how PMN is built, positioned, and adopted by the market. *InvestCloud is hiring 2 FTEs, at the Lead and Manager levels. This is not a passive enablement role. The role actively: • shapes PMN’s product and network strategy, • works directly with the market to unlock private markets at scale What You’ll Actually Be Doing This role is broad by design. On any given week, you might be: • Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts., • Engaging with private market asset managers to understand product, operational, and distribution constraints., • Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers., • Shaping adoption playbooks that determine how the market experiences PMN., • Turning messy client conversations into clear product and network strategy input. Market Strategy & Unlock • Work directly with PMN leadership to shape PMN's market strategy and adoption approach across both wealth and asset managers., • Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing., • Engage with private market asset managers to understand product, operational, and distribution constraints that limit their ability to scale through wealth channels., • Help define what it means for both wealth managers and asset managers to be "PMN-ready" — and how to get them there., • Act as a bridge between the wealth market and PMN product teams., • Influence PMN product direction by grounding decisions in real-world adoption challenges., • Help shape PMN rules, workflows, and operating model assumptions., • Support PMN go-to-market positioning and narratives with real market insight., • Help align PMN sales motions to reduce friction and misalignment., • Prepare materials and analysis for senior internal and external stakeholders., • Support the creation of wealth and asset manager readiness frameworks, onboarding playbooks, and adoption guides., • Work closely with the team to align PMN onboarding expectations., • PMN Leadership, • InvestCloud Leadership, • Product & Delivery Teams, • PMN Product & Engineering, • Wealth manager investment, platform, operations, and program teams, • Private market asset managers, • 4- 5 years experience in management consulting, internal strategy or change roles, or in product-and market-facing roles within wealth management, asset management fintech, or financial market infrastructure., • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions., • Strong strategic and analytical thinking, with the ability to move fluently between big-picture framing and detailed execution., • Comfortable operating in fast-moving, uncertain environments, with limited precedent or playbooks., • Able to engage credibly and confidently with senior stakeholders, both internally and externally., • Exposure to private markets, alternatives, or complex investment products (e.g. private equity, private credit, real assets, semi-liquid funds)., • Experience working on or alongside investment platforms, managed accounts, or market infrastructure., • Prior experience acting as a bridge between product, technology, and business teams., • Familiarity with operating model design, onboarding, or adoption frameworks in financial services., • Curious, commercially minded, and outcome-driven., • Low ego, high ownership., • Energised by building new platforms rather than optimising mature ones. This role offers: • a front-row seat in reshaping how private markets scale into wealth, • the opportunity to influence product strategy through real market engagement, • access to leading private market asset managers and wealth firms, • direct exposure to a private-equity backed platform business, • You won’t be handed a playbook., • You’ll help define the category. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: New York City (Hybrid / Remote) Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

Job DescriptionWho is Sonar? Sonar helps prevent code quality and code security issues from reaching production, amplifies developers' productivity in concert with AI assistants, and improves the developer experience with streamlined workflows. Sonar analyzes all code, regardless of who writes it — your internal team, genAI, or third parties — resulting in more secure, reliable, and maintainable applications. Rooted in the open source community, Sonar’s solutions support over 30 programming languages, frameworks, and infrastructure technologies. Today, Sonar is used by +7M developers and 400K organizations worldwide, including the DoD, Microsoft, NASA, MasterCard, Siemens, and T-Mobile. We believe in developing great products that are supported by great internal teams and a strong culture. We are highly committed to and obsessed with the company, users, each other, and our open source community. We have high standards and hold each other accountable for acting with positivity, dedication, thoughtfulness, empathy, and passion daily. We are deliberate with our decisions with high clarity of intention. At the same time, we feel extreme urgency and move forward quickly. And lastly, we are highly effective and operationally efficient. We operate collectively as One Team to accomplish our goals. At Sonar, CODE is more than just an acronym – it's a mindset that defines daily operations. Why You Should Apply: At Sonar, we’re a group of brilliant, motivated, and driven professionals working hard to help supercharge developers to build better, faster. Sonar helps to continuously improve code quality and code security while reducing developer toil. This means that developers can focus on doing more of what they love and less of what they don’t. Our solutions don’t just solve symptoms of problems – we help fix issues at the source – for all code, whether it's developer-written, AI-generated, or from third parties. We have a dynamic culture with employees worldwide and hub offices in the USA, Switzerland, the UK, Singapore, and Germany. Team members should be able to come to work every day, work on a product they are proud of, love what they do, and feel energized by their peers. With our roots deep in the open source community, we’re all about the mission: supercharge developers to build better, faster. The Impact You Will Have We are seeking a highly motivated Finance Director to join our FP&A team. This critical role will be responsible for overseeing various aspects within FP&A, including long-range planning, business analytics, and business partnership.What You Will Do Daily: • Strategic Business Partnering & Execution, • Serve as the primary financial advisor to the R&D and G&A executive leaders, • Act as a senior "player"—building complex, scalable financial models from scratch while translating R&D and G&A roadmaps back to the Corporate Long-Range Plan (LRP)., • Drive the annual planning and monthly forecasting cycles for all R&D and G&A functions, providing executive-level variance analysis and actionable insights directly to the C-suite., • Develop and maintain complex financial models across all lines of the P&L to support strategic initiatives, new business opportunities, and scenario planning., • Support BOD, Investor, Executive-ready presentations, succinctly delivering key messages, and providing in-depth supporting details R&D Economics & Cloud, • Own the financial strategy for a geographically distributed organization, optimizing headcount planning/hiring ratios, • Partner with Accounting and Engineering to track, model, and forecast software capitalization, • Lead the Cloud FinOps strategy, building frameworks to forecast, optimize, and map LLM/AWS/GCP/Azure costs to product unit economics G&A Optimization & Spend Governance, • Provide analytical oversight for a high-volume G&A environment (IT, Facilities, Legal, HR), identifying operating leverage opportunities to ensure OPEX scales slower than revenue., • Streamline the PR approval and vendor management workflows, while maintaining strict spend control. Matrix Leadership & Systems Transformation, • Lead, mentor, and orchestrate the day-to-day priorities of shared FP&A analysts through dotted-line relationships. Drive execution and high-quality output through influence rather than direct reporting authority., • Roll up your sleeves as the business lead for R&D/G&A during our system migration. Lead the evolution of our FP&A capabilities by driving initiatives to enhance automation, efficiency, and data-driven insights within the finance function. The Experience You Will Need:, • 10+ years of progressive experience in finance, preferably with significant time spent in a high-growth SaaS or tech environment., • Bachelor's degree in Finance, Economics, Accounting, or a related field., • Expert-level financial modeling skills with the ability to build sophisticated, flexible, and accurate models from the ground up., • Proven ability to communicate and present complex financial concepts and recommendations clearly to executive-level stakeholders., • Deep expertise across core FP&A functions, including corporate finance, strategic planning, budgeting, and variance analysis., • Technical Depth: Deep understanding of software capitalization rules, cloud infrastructure economics, and complex headcount modeling., • Systems: Elite Excel skills are mandatory. Experience implementing or operating in modern planning tools (Pigment, Anaplan, Adaptive) is a major plus., • A proactive, adaptable mindset, with the ability to thrive in a fast-paced, dynamic, and rapidly evolving environment., • Active user of AI tools, with specific knowledge of how to apply within finance workstreams Preferred Qualifications, • MBA from a top-tier program., • Investment Banking experience., • Hands-on experience with enterprise-level planning software (e.g., NetSuite and HRIS systems (like BambooHR).Why You Will Love It Here:, • Our culture and mission set us apart. We have a dynamic work culture that values respect and kindness and embraces the right to fail (and get right back up again!)., • Great people make a great company. We value people skills as much as technical skills and strive to keep things friendly while still being passionate leaders in our domains., • We have a flexible work policy that includes 3 days in-office and 2 days work-from-home each week for those located near our office locations; some locations such as Dubai, India, Japan and Australia operate fully remotely., • We have a growth mindset. We love learning and believe continuous education is critical to our success. In an ever-changing industry, new skills are necessary, and we're happy to help our team acquire them., • As the leader in our field, our products and services are as strong as our internal team members., • We embrace transparency with regular meetings, cascading messages and updates on the growth and success of our organization.Benefits of Working with Sonar:, • Flexible comprehensive employee benefit package., • We encourage usage of our robust time-off allocations. You will receive 23 days of PTO per calendar year (on a pro-rated basis depending on your employment start date), with additional time provided for sickness, life events and holidays., • We offer an exciting 401(k) plan that has a 4% match, fully vested on day one of participation., • Global workforce with employees in 20+ countries representing 35+ unique nationalities., • We have an annual kick-off somewhere in the world where we meet to build relationships and goals for the company.

Job Description SVP, Director of Product and Enterprise Sales Level/Function: Senior Group Manager / Enterprise Sales About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the SVP, Director of Product and Enterprise Sales: We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This leadership role will play a critical part in BetaNXT’s strategy and business growth going forward. Responsibilities of the SVP, Director of Product and Enterprise Sales: • Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector, • Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission, • Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients, • Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries, • Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects, • Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities, • Prepare and deliver compelling sales presentations and proposals to prospective clients, • Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives, • Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management, • Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed, • Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive, • Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales, • Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus, • 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred, • Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success, • In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services, • Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key, • Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities, • Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making, • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives. #LI-Remote

Job Description About Us At Greenbrook Medical, we believe seniors deserve more from the healthcare system—more time, more care, more coordination, and more heart. We provide high-touch, relationship-based primary care to seniors, built around one simple idea: deliver the kind of care we'd want for our own parents. Founded by two brothers inspired by their father's pioneering work in Medicare Advantage, Greenbrook is deeply personal and proudly modern. We quarterback our patients through their healthcare journey, making sure they're never alone in a complex system. Our business model is designed around patient outcomes, not volume—so we only succeed when our patients thrive. With roots in Tampa Bay and a partnership with Tampa General Hospital, we're growing thoughtfully to bring our model to more communities. Our team is the heart of it all: mission-driven, values-oriented, and relentlessly committed to taking the best care of our patients. About the Role The Vice President of Finance will serve as the organization's senior financial leader, responsible for financial strategy, planning, operations, and performance management across the business. As our first financial leader, you'll help guide the organization through its next stage of scale and complexity. This role will play a critical part in elevating the Finance function from a tactical function to a strategic driver of the business—bringing financial rigor, leadership, and insight. The ideal leader will help build the foundation for a world-class finance organization that can support the company's ambitious trajectory. This leader will guide the company through rapid growth, evolving risk-based contracts, and the complexities of value-based care economics. The VP of Finance will oversee all financial functions—FP&A, accounting, spend management, risk arrangements—and serve as a key thought partner to the CEO and executive team. As a VP of Finance, you'll report directly to the Chief Executive Officer. Location: New York City strongly preferred (Hybrid). Open to remote candidates in FL, VA, NY, NJ MO or TX. Key Responsibilities Financial Leadership & Strategy • Serve as a strategic advisor to the CEO and executive team on financial performance, growth planning, and operational decision-making., • Lead long-range financial planning, scenario modeling, and capital allocation strategies., • Partner directly with clinical, operations, and growth leaders to ensure financial sustainability within a full-risk, value-based care model., • Own the annual budgeting process, ongoing reforecasting, and long-term financial models., • Conduct deep FP&A analyses including:, • Budget vs. actual performance, • CAC:LTV modeling, • Churn and retention analysis, • J-curve and cohort performance analysis, • Oversee all financial operations, including outsourced HR/Payroll support responsible for payroll processing, benefits administration, state tax filings, corporate insurance, and related compliance., • Manage the relationship with external bookkeeping and accounting partners., • Ensure timely and accurate month-end closes, reconciliations, and financial statements., • Manage spend discipline across the organization, including:, • Budget adherence, • Hiring salary approvals, • Corporate credit card strategy, provisioning, rules, and controls, • Vendor onboarding and vendor management, • Receipt tracking and spend reporting, • Oversee financial operations related to full-risk and value-based care contracts., • Validate that capitation payments, stop-loss charges, and shared savings distributions are accurate., • Lead contestations and reconciliation processes with payers as needed., • Guide reserve fund allocation and risk corridor decision-making., • Partner with clinical and operational teams to understand drivers of performance and financial outcomes. Accountabilities • Financial Planning & Analysis: Deliver accurate forecasts and budget vs. actual performance, ensuring financial targets are met., • Operational & Spend Management: Maintain disciplined spend, optimize cost efficiency, and ensure compliance with internal policies., • Risk-Based Contract Oversight: Ensure accurate capitation, stop-loss, and shared savings payments while managing reserve funds effectively., • Strategic Leadership: Provide actionable financial insights that drive growth, operational decisions, and strategic initiatives., • Compliance & Controls: Ensure all financial operations meet regulatory, CPOM, and value-based care requirements. About You • Experience:, • 10+ years of FP&A, strategic finance, and accounting experience., • 5+ years of leadership experience building and scaling high-performing finance teams and overseeing strategic financial operations., • Strong experience with value-based care or risk-bearing payment models (e.g., Medicare Advantage, global capitation, ACO REACH), including understanding of drivers of medical spend, capitation flows, and performance economics., • Working knowledge of MSO–PC structures and corporate practice of medicine (CPOM) considerations, with the ability to ensure compliant financial operations in a multi-entity environment., • Skills:, • Proven ability to translate financial analysis into clear operational levers and strategic decisions across the organization, • Comfort operating in a fast-paced, scaling healthcare startup, with a track record of instilling financial discipline and building scalable processes., • Sound judgment and business acumen, with the ability to balance risk, investment, and long-term value creation, • Clear, confident communicator who can articulate financial strategy and insights to executive leadership, the Board, and investors, • Collaborative leadership style with the ability to influence across clinical and operational stakeholders., • Hands-on experience with accounting systems, reporting tools, or ERP platforms., • Strong judgment and business acumen, balancing financial risk with strategic opportunity., • Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork. Why You Should be Excited • Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care., • Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors., • Growth: We're building more than a company - we're building careers. As we grow, we're creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward., • Compensation & Benefits: Competitive base salary and performance-based bonus, paid time off, health, dental and vision benefits, and 401K with a company match. Our Selection Process Our selection process typically includes an online application, initial interview, second round interview, values interview, case study submission and final interview, and reference check. Equal Employment Opportunity and Commitment to Diversity At Greenbrook Medical, we believe the only way we accomplish our mission is by building the best team in healthcare. We do this through a culture of respect and belonging, ensuring our teammates feel cared for first and foremost. We will extend equal employment opportunity to all applicants without regard to age, race, ethnicity, sex, religion, sexual orientation, gender identity, socioeconomic background, disability status, military affiliation, pregnancy or any other status protected under federal, state and local laws. We encourage all who share our mission to apply. Greenbrook Medical will provide reasonable accommodations during the recruitment process. If you need additional accommodations or assistance, do not hesitate to contact our People team at .

Job Description Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai. From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation. Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge. Why is Boosted.ai the best place to work? • Our product is used every day by investors at the world's largest financial institutions and most popular investment platforms, • We're scaling quickly. We have ramped roughly 5× over the past year and growth is accelerating, • We've built a culture people actively want to be part of. Many of our strongest applicants come from firms that already use Boosted.ai This is a hybrid role based in our New York office, with an expectation of working in person 2-3 days per week. For the right candidate, this could be a 100% remote role. A highly effective candidate will find themselves on the road 30-50% of the time. What You'll Do Quarterback Enterprise Deals from Prospect to Close • Identify, prospect, and develop relationships with enterprise financial institutions, • Use your expertise to advise senior decision-makers on how to use AI as a competitive advantage in their workflows, • Navigate consultative sales cycles with multiple stakeholders and competing priorities, • Deeply understand customer workflows, investment processes, and business objectives, • Clearly articulate Boosted.ai's value and differentiation in the context of financial markets, • You will be an early member of our enterprise sales team in a dynamically changing AI landscape, with the best tools in class to help you shape how we win, • Your voice matters in partnering with Marketing, Product, and Customer teams to continuously improve your role, the product, and the customer experience, • 2-10 years of experience in B2B sales, with a strong foundation in business development at a large enterprise organization (e.g., AWS, Salesforce, Oracle or similar), • 2+ years of experience as a quota-carrying Account Executive closing complex deals, • Experience managing large deal sizes and navigating multi-stakeholder buying processes, • Proven ability to build pipeline proactively through outbound efforts, • Strong communication skills — able to earn credibility with senior financial executives, • Analytical mindset with the ability to understand customer needs, mapping to business value, • Experience selling into asset management, wealth management, or broader financial services, • Familiarity with AI, data platforms, or workflow automation tools We believe the best sales organizations are built by people who care deeply about their craft, their customers, and their teammates. At Boosted.ai, you'll have the opportunity to: • Own large scale enterprise accounts early in the company's growth, • Team directly with leadership to shape our enterprise sales strategy, valuing your perspective, • Sell a sophisticated AI product solving real problems for financial professionals At Boosted.ai, we believe in fair and transparent compensation practices. The salary range for this full-time position is $200,000-$360,000, which represents the minimum and maximum target salary for new hires in this role. Actual salary will be determined based on factors such as experience, skills, and location. This role is eligible to participate in commission-based compensation under our sales incentive plan. Bonus payments are performance–based and subject to the terms and conditions of the applicable plan. In addition to salary and bonus, employees are eligible to participate in our equity program. During the hiring process, we can provide more specific compensation details applicable to your location. Our Values We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do. • Collaborative – We value our team and know that success can only come from working together, • Client Centric – Our focus is always on our clients and consistently delivering them value, • Action Oriented – We remove barriers and we seek to improve in measurable ways, • Accountable – We are accountable for ourselves, and we hold each other accountable We want our benefits to reflect our values and offer the following to full-time employees: • Flexible (Unlimited) Paid Time Off, • Medical, Dental, and Vision benefits for you and your family, • Life Insurance and Disability Benefits, • Access to a 401(k) retirement savings plan (for U.S. employees), • Paid Parental Leave, • Free access to use Boosted.ai Alfa™ to make money Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

Job Description Live events are fun. Concerts, sporting events, and festivals create memorable lifelong experiences with clients, prospects, partners, friends, and family—and they drive real business impact. Companies spend more than $600 billion each year on client entertainment. TicketManager is the enterprise platform they trust to source, manage, track, and report on live event tickets and hospitality—while maintaining compliance, control, and visibility across the organization. Built at the intersection of live events, technology, and enterprise operations, TicketManager makes client entertainment easy and measurable. Our industry-leading software supports everything from invitations and event execution to post-event reporting, helping companies clearly prove ROI and strengthen relationships through unforgettable experiences. TicketManager is trusted by thousands of global brands, including Anheuser-Busch, Verizon, American Express, Nike, and Visa, as well as Fortune 500 companies, professional sports leagues, and major organizations such as the NBA, NFL, NCAA, and NASCAR. We’re also proud to partner with some of the most iconic teams and venues in sports and entertainment, including the New York Jets, Philadelphia Eagles and Phillies, Capital One Arena, Texas Rangers, LAFC, and Seattle Seahawks, along with more than 50 professional and collegiate teams, franchises, universities, and technology providers. Why Work at TicketManager At TicketManager, you’ll help build technology that brings people together through live experiences—while solving complex, real-world problems for the world’s best companies. We’re a fast-growing, profitable company that values ownership, collaboration, and excellence, and we’re building a team that’s passionate about making work impactful and fun. If you’re excited about live events, cutting-edge technology, and doing work that truly matters, you’ll feel right at home here. The Role TicketManager is hiring an FP&A Manager to serve as a key business partner to the CFO and leadership team. This role is responsible for building and owning TicketManager's financial planning, budgeting, forecasting, reporting, and analysis as the company rapidly scales. The FP&A Manager will be the single source of truth for financial performance and business metrics, partnering with Sales, Customer Success, Operations, Product, Engineering, and People teams to provide data-driven insights that inform strategic decisions. This leader will build and maintain financial models, develop executive reporting, and translate complex data into clear, actionable recommendations. TicketManager recently closed on a private equity investment in mid-2025 and has set ambitious growth plans for the coming years. This role will have material exposure to the CEO, private equity investment team, and the Board of Directors. This is a high-impact, hands-on role for someone who thrives in a fast-paced, high-growth environment. The ideal candidate brings strong financial modeling skills, business partnership instincts, and the ability to build scalable processes from scratch. You'll have significant ownership and visibility across the organization. Responsibilities Financial Planning & Analysis • Own the annual budgeting process, quarterly sales and expense forecasts, and rolling 12-18 month financial projections across all functions., • Design and maintain driver-based financial models for revenue, bookings, expenses, and headcount that support strategic planning and scenario analysis., • Partner with department leaders to translate business plans into financial assumptions, identify risks and opportunities, and ensure accountability to budget., • Develop financial models to evaluate strategic initiatives including pricing changes, new product launches, market expansion, and investment decisions.Business Performance & Insights, • Serve as the single source of truth for financial performance, delivering monthly business reviews, variance analyses, and KPI tracking to the executive team., • Build and maintain dashboards in Power BI to track key SaaS metrics including ARR, bookings, churn, renewal rates, CAC, LTV, unit economics, and cohort performance., • Translate complex financial data into clear, actionable insights and recommendations that inform business strategy and operational decisions., • Identify trends, risks, and opportunities in the business and proactively surface them to leadership with supporting analysis.Strategic Partnership, • Act as a trusted business partner and financial advisor to the CFO and department leaders across Sales, Customer Success, Operations, Product, Engineering, and People., • Partner with Sales leadership on sales planning, pipeline forecasting, bookings-to-revenue modeling, and go-to-market efficiency., • Collaborate with Product, Engineering, and Operations teams to assess investment tradeoffs, prioritize initiatives, and measure ROI., • Support Board and investor reporting including preparation of materials, financial narratives, and ad hoc analyses.Systems & Process, • Build scalable FP&A processes, reporting frameworks, and documentation to support the company's growth., • Drive adoption of planning and analytics tools integrated with core systems including Sage Intacct (ERP), Microsoft Dynamics (CRM), and Power BI (reporting)., • Establish and enforce data standards, reporting cadences, and accountability mechanisms to ensure timely, accurate financial information., • Build cross-functional alignment on definitions, metrics, and reporting to ensure consistency across the organization.Desired Skills and Experience, • Bachelor's Degree Required, preferred focus in Finance, Accounting, Economics, or a related field., • 3-6 years of progressive finance experience in FP&A, with a focus on high-growth SaaS, technology, or enterprise services companies (Ideal candidate profile: 2 years as an Investment Banking Analyst followed by 2-4 years in FP&A at a software company), • Advanced proficiency in Excel with strong financial modeling, forecasting, budgeting, and variance analysis skills., • Experience with ERP systems (Sage Intacct preferred; NetSuite, QuickBooks, or similar also valued), CRM platforms (Microsoft Dynamics preferred; Salesforce or HubSpot also valued), and BI/reporting tools (Power BI preferred; Tableau, Looker, or similar also valued)., • Deep understanding of SaaS business models and metrics including revenue recognition (ASC 606), ARR/bookings/billings dynamics, unit economics, LTV, CAC, cohort analysis, and subscription metrics., • Proven ability to interpret complex data, identify trends and drivers, and translate analysis into actionable insights and strategic recommendations., • Excellent written and verbal communication skills with the ability to present financial concepts clearly to both finance and non-finance audiences., • Strong relationship-building skills with the ability to serve as a trusted advisor to cross-functional leaders and influence decision-making., • Comfortable operating in ambiguity, taking initiative, and building scalable processes and frameworks from scratch., • High degree of ownership, attention to detail, and commitment to accuracy and quality of deliverables.TicketManager Highlights, • Location: New York, NY, • Compensation: $125,000-$150,000 base salary with bonus eligibility., • Reports to: Chief Financial Officer (CFO), • Work Expectations: Role is In-Office, Monday-Friday, • Retirement: 401(k) & Company Match, • Health Benefits: Medical, Dental, Vision & Chiropractic, • Time Off: Unlimited PTO, • Interview Process: Multistage interview process with senior leaders across TicketManager to ensure strong alignment on role scope and expectations., • Events: Quarterly live event credits (we practice what we preach!), monthly happy hours, and volunteering, • Perks: Fun, collaborative, in-office culture at our HQ with catered lunches and big company perks with the autonomy of a high-growth startup., • Recognition: Inc. 5000 fastest-growing private company by Inc. Magazine six years in a row. Recognized as one of the Best Places to Work by Inc. Magazine, The LA Business Journal, and Sports Business Journal, • 4.5 out of 5 Glassdoor rating C8TFTfaokW

Job DescriptionSenior Market Risk - Distressed Debt Market risk leadership position supporting the credit trading/distressed team of an international investment bank Responsibilities: • Effectively risk manage all relevant risk factors inherent to the trading of distressed instruments (market risk, legal risk, idiosyncratic and restructuring risk), • Conduct quantitative and qualitative risk analysis on distressed debt instruments both prior to and post trade execution, • Provide recommendations and analysis on risk mitigation strategies, • Proactively assess positions including deep dive investigations of large P&L and/or risk movements, and quantify existing and new risks while providing cogent commentary to senior stakeholders., • Assist in the definition, review and implementation of limits and ensure risk is well monitored and reported., • Participate in the development of new and enhanced risk tools, • Perform impact analysis of new models including testing for valuation and risk across the HY book(s), • Develop and compute Stress‐test scenarios and analyze the results., • Ensure updated and relevant reserves and Prudent Valuation methodologies are in place. Requirements: • Relevant quantitative market risk management experience, • Strong knowledge of fundamental credit analysis and/or financial modelling skills gained from prior experience within corporate credit analysis., • Strong knowledge of restructuring process and associated trading strategies, • Understanding quantitative risk measures and related modeling / methodology, • Ability to understand, identify, and communicate key risks associated with a variety of processes and transaction structures., • Experience in credit trading (High Yield Cash/CDS) preferred, • Masters degree in a quantitative discipline (e.g., statistics, physics, math) For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. We are seeking an experienced Estate Planning Attorney to engage directly with our UHNW clients and prospects, providing expert advice, supporting client teams, and delivering internal training to client advisors. This individual will serve in a consultative nature to advisors and clients alike, with no document drafting or hourly billing requirements. This role has an intended requirement of 2 days per week on site. Key Responsibilities: Direct Client and Prospect Engagement • Engage directly with a sophisticated national and international client base., • Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions., • Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas., • Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters., • Ensure client teams deliver high level and effective advice on trust and estate topics., • Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans., • Develop and maintain relationships with external trust and estate attorneys and industry COIs., • Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients., • Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques., • Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy., • Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices., • Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics., • Juris Doctorate with 7+ years of estate planning experience working with UHNW families., • LLM in taxation or CPA is beneficial., • Deep knowledge of complex estate planning strategies., • Strong communication skills and ability to explain intricate strategies to our client base and internal teams., • Proven relationship builder., • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and matching charitable gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description The Commercial Finance Manager is a critical leadership role within the MJUS Finance organization and acts as the strategic finance partner to the Commercial team, including direct support for the VP/GM and senior commercial leaders. This role provides advanced financial leadership by delivering deep analytical insight, driving pricing excellence, and strengthening the company’s financial planning infrastructure. The Manager leads the design and enhancement of forecasting processes, implements improved financial systems and tools, and owns key elements of end‑to‑end commercial financial performance. This position requires strong business acumen, cross‑functional influence, and the ability to shape commercial strategy through data‑driven insights. Principal Duties and Responsibilities: Strategic Planning, Forecasting & Performance Management • Lead and elevate the annual planning cycle, periodic reforecasts, and multi‑year strategic planning through improved systems, standardized processes, and advanced analytics., • Deliver monthly P&L reporting with deeper, more strategic insight - clearly articulating drivers of variances and guiding senior leadership decision‑making., • Own the pricing governance, ensuring disciplined decision‑making and alignment between Finance and Commercial, • Develop pricing tools, models, and processes that optimize margin and improve promotional efficiency, • Manage all financial aspects of revenue, margin, trade spend, and marketing investment, ensuring alignment with company targets, • Lead financial analysis identifying growth opportunities, risk mitigation strategies, and commercial initiatives that drive long‑term value., • Lead the design, implementation, and adoption of enhanced finance tools (forecasting platforms, pricing systems, automated reporting solutions)., • Serve as a trusted advisor to the VP/GM and Commercial leadership team, shaping strategy through strong financial insight and commercial understanding, • Influence and partner with external (distributors partners) and internal (Commercial, Marketing, Finance) stakeholders - to drive alignment and execution., • Minimum 8 years of Commercial Finance and/or FP&A experience, including ownership of pricing, forecasting, or commercial analytics., • Bachelor’s degree required; advanced degree preferred., • Alcohol Beverage or Consumer Products industry experience strongly preferred., • Expert proficiency in Microsoft Office Suite, Power BI, forecasting tools, and financial modeling; experience implementing new systems or technology platforms a plus, • Strong data analytics capability with proven track record in enhancing financial processes., • Highly competitive compensation packages-130k+15%, • Comprehensive medical, dental, and vision insurance, • Matching 401(k) plan, • Yearly wellness stipend (gym membership or fitness classes), • Generous holiday and vacation policy

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job Description Job Description • Sr. AVP - Client Partner – Asset Management & Digital Transformation - New York, • Location: Tristate - Hybrid role, flexible, with occasional travel to client sites, • Base salary up to $200K plus annual bonus targets The Client Partner role focuses on client engagements, and growth within our client's banking accounts. You will lead client engagements, manage end-to-end sales cycles, and deliver operational excellence. The role requires a deep understanding of the banking domain, proven experience in delivering large projects and the ability to build strong relationships with senior stakeholders. Responsibilities Location: Tristate - Hybrid role, flexible with occasional travel to client sites Reports To: Head of Capital Markets Position Overview: We are seeking an experienced and forward-thinking Sr. AVP to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging internal capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges. Key Responsibilities: The Sr. AVP will play a critical role in driving growth within the asset management sector by developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation. This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the Sr. AVP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications. A significant focus of the role will be solutioning—collaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions that leverage internal advanced capabilities in analytics, digital transformation, and process automation. The Sr. AVP will lead the end-to-end development of these solutions, from ideation to seamless implementation, ensuring measurable business outcomes and fostering long-term client value. In addition, the Sr. AVP will drive business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence. The role also emphasizes thought leadership, positioning our client as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction. By managing and mentoring a high-performing team, the Sr. AVP will oversee the delivery of client projects with a commitment to quality and innovation, ensuring our client continues to set the benchmark for excellence in the asset management industry. Qualifications Experience: 12-15+ years in Broker Dealer, asset management, management consulting, or financial services, with a focus on client-facing roles and business growth. Education: Minimum of an undergrad degree is required. MBA or advanced degree in Finance, Business, Data Science, or related field preferred. Expertise: • Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation. Communication: Strong presentation, negotiation, and interpersonal skills, with the ability to engage C-suite executives. Good to Have: Experience in fund distribution strategy, market research, and sales enablement within asset management. Familiarity with Generative AI applications and advanced analytics for the financial services industry.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the Senior Director of Operations Intelligence, the Director, Strategic Operations Analytics will lead a team that defines how Spring Health's Operations organization uses data to drive performance, efficiency, and scalability. This leader will combine analytical depth with strategic acumen, serving as a trusted thought partner and advisor to the leaders of the Operations functional departments on their most critical business priorities. The ideal candidate is a strategic systems thinker who is equally comfortable designing frameworks and engaging at the executive level — shaping how Spring Health runs its global Operations through analytics, planning, and workforce optimization. This is a full time, fully-remote position, though the ability to be onsite in our NYC office once a week is preferred. What you'll do: • Lead a strategic analytics Center of Excellence: Develop frameworks, tools, and governance necessary for Operations functional teams to effectively measure performance, identify improvement opportunities, and optimize resource allocation, leveraging analytics and AI-powered solutions., • Serve as a strategic advisor to Operations leadership: Partner directly with Ops leaders to diagnose challenges, define success metrics, and use data to inform strategic decisions., • Own workforce management strategy: Build and govern scalable capacity planning, forecasting, and staffing models to ensure optimal alignment of resources with member and provider demand., • Define and standardize how Operations measures success: Create common KPI definitions, dashboard structures, and reporting methodologies that establish a single source of truth across all functions., • Collaborate cross-functionally: Partner with teams such as Finance, BI, and Product to ensure alignment on data infrastructure, definitions, and reporting consistency., • Internal partner satisfaction: Operations leaders view you and your team as an embedded strategic partner — not a reporting function., • Impact of analytics-driven initiatives on operational KPIs: Clear, consistent, and actionable frameworks guide data-driven decision-making across all Ops departments., • Reduction in manual or duplicative reporting across Operations: Stakeholders consistently leverage analytics - powered by AI wherever possible - to improve performance, resource allocation, and scalability., • Workforce management forecast accuracy: Forecasting and capacity planning are accurate, trusted, and proactively used in leadership discussions., • 10+ years of experience in operations strategy, analytics, or a related role (e.g., management consulting), preferably within healthcare; 5+ years in a leadership role., • Expertise in workforce management or capacity planning is a plus., • Demonstrated ability to partner with senior executives to solve complex business challenges using data and structured analysis., • Strong command of data and visualization tools (e.g., Looker, SQL, Hex)., • Exceptional communication and storytelling skills; able to synthesize complex analysis into actionable insights and influence leadership decisions., • A builder's mindset — comfortable establishing frameworks, processes, and standards in a scaling environment., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Vice President, Business Development & Hotel Acquisitions SUMMARY: Vice President, Business Development & Hotel Acquisitions will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.