Trabajos investment advisor en Jersey City, New JerseyCrear alertas

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionMISSION CAPITAL: Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission 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 base salary range for this role is $125,000 - $175,000 per year. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. 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, • Likes and prioritizes work with a genuine interest in debt capital markets / real estateBenefits Marcus & Millichap offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans: • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance, • Employee Assistance Program (EAP) and wellness resources Benefits eligibility, coverage, and employer contributions may vary based on position, employment status, location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request. Mission Capital Advisors (MCA) is a leading national loan sale advisory, due diligence and capital markets firm providing an integrated platform of secondary market loan portfolio brokerage, valuation, transaction management and data/document curative services for the commercial and residential loan markets. Mission Capital Advisors was acquired in 2020 by Marcus & Millichap (NYSE:MMI), a commercial real estate and finance services firm with 2,000 investment sales and capital markets professionals located in more than 80 offices across the U.S. and Canada. With a market cap of nearly $1.8B and $40B to $50B of closed transactions annually, Marcus & Millichap adds deep capital markets expertise, investment sales, market intelligence, and extensive research to MCA’s resources. Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: • Support and advise Executive Management around the globe on high-level strategic projects, • Projects range from pure design and development to more transformational involving multiple business lines and regions, • Independently support project delivery, with greater focus on managing day-to-day project activities under the direction of a Director and client stakeholders (e.g. developing presentations and content, conducting stakeholder meetings), • Bring content expertise and drive resolution of complex issues, • Build long-term relationships with clients, • Support proposals to acquire new projects, • Manage and motivate a team of associates and analysts Requirements: • 5+ years work strategy/consulting experience within a top tier consultancy firm and/or financial services, • Experience in Commercial/Retail Banking, Asset Management, or Investment Banking required, • Develops well-structured frameworks to solve complex problems and provides guidance to efficiently complete projects, • Defines, conducts and/or supervises the necessary research and analysis for a project module, • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills, • Bachelor’s degree from a top tier school. MBA preferred For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description To ensure every candidate is considered thoughtfully and equitably, we invite you to submit your application directly through On-Ramps at: https://www.on-ramps.com/jobs/3537 Please note that materials shared through our internal system will not be reviewed for this opportunity. We appreciate your understanding and interest in joining the Echoing Green community. For 37 years, Echoing Green has been on the front lines of solving the world’s biggest problems, raising up the transformational leaders willing to speak truth to power and challenge the status quo. The organization finds emerging leaders with the best ideas for social innovation as early as possible and sets them on a path to lifelong impact. Echoing Green’s community of nearly 1,000 social innovators includes past Fellows such as First Lady Michelle Obama and the founders of Teach For America, Center for Black Innovation, BlocPower, and One Acre Fund. Built and refined over three decades, Echoing Green discovers tomorrow’s leaders today, and then funds, connects, and supports a new generation of social impact leaders. For more information, visit www.echoinggreen.org. Echoing Green seeks a Vice President, Investor Relations to lead the organization’s revenue strategy and external capital partnerships. This is a senior executive role ideal for a strategic, frontline fundraising leader who thrives in partnership with top leadership and excels at engaging sophisticated donors, investors, and institutional partners. Working in close collaboration with the CEO, President, and Board of Directors, the VP will shape Echoing Green’s fundraising priorities, translate strategy into compelling investment propositions, and secure the resources required to sustain and scale its impact, raising $20M+ annually. This primarily externally-facing role includes personally cultivating, soliciting, and closing major, principal, and transformational gifts. The VP will also serve as a trusted advisor to senior leadership on donor strategy, investor engagement, and long-term revenue growth. Expected to operate with confidence and credibility at the highest levels, they will bring judgment, urgency, and creativity to complex fundraising opportunities. Internally, the VP will provide clear strategic direction and accountability for fundraising across the organization. The role includes one direct report, who holds full responsibility for managing the Development team and day-to-day operations. The scope and structure of the fundraising function will continue to evolve, and this leader will play a central role in shaping its next phase in partnership with senior leadership. Requirements Key Responsibilities Investor Engagement & Frontline Fundraising • Serve as Echoing Green’s lead external fundraising executive, representing the organization with credibility, confidence, and authenticity, • Personally cultivate, solicit, and close major, principal, and transformational gifts, including six-, seven-, and eight-figure commitments, • Build and steward a high-level portfolio of ultra-high-net-worth individuals, foundations, family offices, and aligned corporate partners, • Lead complex, high-stakes fundraising conversations from initial engagement through close, often in partnership with the CEO and Board, • Position Echoing Green as a premier social impact investment opportunity across multiple issue areas and geographies Executive & Board Partnership • Partner closely with the CEO and President as a trusted strategic advisor on fundraising priorities, investor strategy, and revenue growth, • Work with the Board of Directors to activate their relationships, influence, and giving, with clear roles and accountability, • Prepare senior leaders and Board members for donor engagements, ensuring clarity of message, strategy, and desired outcomes, • Exercise strong judgment and constructive pushback when needed, bringing urgency, clarity, and strategic discipline to leadership discussions Revenue Strategy & Pipeline Ownership • Own Echoing Green’s enterprise-wide fundraising strategy, including revenue goals, pipeline development, and investor prioritization, • Expand and diversify the organization’s funding base, reducing reliance on a narrow set of revenue sources, • Translate Echoing Green’s role as an intermediary, talent investor, and field-builder into compelling, differentiated investment propositions, • Maintain clear visibility into pipeline health, timing, and risk, ensuring shared clarity across leadership and informed decision-making Team Leadership & Organizational Alignment • Provide overall leadership and accountability for the Development function through one direct report, who manages the full Development team and day-to-day operations, • Set clear expectations, priorities, and performance standards for fundraising outcomes across the organization, • Partner cross-functionally with Programs, Finance, and Thought Leadership to ensure alignment between organizational priorities, storytelling, and capital needs, • Foster a culture of accountability, collaboration, and shared ownership in service of ambitious revenue goals Who You’ll Work With You will report to the President and work in close partnership with the CEO and Board. You will manage one direct report and collaborate with the Development team as operational partners, with clear responsibility for planning, implementation, and follow-through across investor relations and fundraising. Required Skills and Experience This position is ideal for a leader who: • Wants to be in the room with donors, partners, and decision-makers, • Can effectively partner with and appropriately challenge senior executives and Board members, • Is motivated by ambitious goals and the opportunity to redefine how capital supports early-stage social innovation Experience: • 10+ years of senior fundraising, investor relations, or capital-raising experience, • Demonstrated success closing six-, seven-, and eight-figure gifts, • Track record of raising $15M–$30M+ annually, with personal responsibility for major closes, • Experience working directly with CEOs and Boards in high-stakes fundraising contexts, • Able to build and refine strategy while adapting to evolving circumstances Skills & Competencies: • Frontline Fundraising Confidence: Comfortable making the ask and operating in rooms where high-stakes decisions are made, • Team Empowerment: Demonstrated ability to inspire, mentor, and equip a development team to confidently lead pitches, foster creativity, and take ownership of revenue outcomes, • Stakeholder Engagement: Executive presence and interpersonal skills to partner effectively with the CEO, President, Board, and top-level donors and funders, • Pipeline Development: Experience identifying and cultivating new prospects while deepening existing relationships, • Cross-Functional Collaboration: Experience breaking down silos and aligning fundraising strategies with organizational priorities, • Equity & Values Alignment: Deep commitment to equity and social justice, positioning fundraising as a values-driven partnership that shifts power and resources, • Communication: Exceptional written and verbal skills, able to craft compelling cases for support and inspire diverse audiences, • Adaptability & Accountability: Ability to navigate uncertainty, learn quickly, and remain accountable for outcomes without relying on overwork or urgency culture Benefits Salary for this position will be $230,000–$240,000, with the potential to earn an annual performance-based bonus up to 10% of base salary. We believe benefits should help reduce barriers, honor different life experiences, and reflect our values of care, inclusion, and sustainability. Our benefits are designed to give every team member the time, support, and resources they need to thrive. We offer: • Up to 27 days of paid time off each year, plus 9 paid holidays and a 10-day winter break, • Comprehensive health coverage for medical, dental, and vision needs, • 16 weeks of paid parental leave and 12 weeks of paid personal sick leave, • A monthly well-being stipend ($100/month) to use in ways that best support you, • A monthly wireless stipend ($100/month), • An annual professional development fund ($1,350/year), • A 403(b) retirement savings plan with an employer match of up to 7% of your salary, which begins after you complete your first year at Echoing Green. Additional Details • Open to candidates based anywhere in the U.S., but must be available to work full-time on Eastern Time (New York business hours), • Must be legally authorized to work in the U.S. without employer sponsorship, • Regular domestic travel required; international travel as appropriate Equity at Echoing Green At Echoing Green, we celebrate diversity and are committed to fostering an inclusive workplace. We strongly encourage applications from Black, Indigenous, people of color, LGBTQ, gender non-conforming & non-binary, women, veteran, multilingual, and other underrepresented persons in senior leadership to apply, even if they may not meet every listed qualification. Diverse perspectives drive innovation, and we are dedicated to building a team that reflects the richness of the global community.

Job DescriptionAbout Motorsport NetworkMotorsport Network is a global, always-on media, technology and events platform uniquely positioned at the intersection of motorsport, automotive, and mobility. Reaching over 40 million fans across 25+ markets, the company operates some of the world’s most authoritative brands including Motorsport.com, Autosport, Motor1, Ride Apart, and InsideEVs, delivering live awards and event experiences, premium content, branded content, video, and podcasts that span racing, performance automotive, electric vehicles, and the future of mobility. Backed by GMF Capital and with a growing global footprint, Motorsport Network is trusted by the world’s leading brands across automotive, financial services, gaming, technology, and beyond as a strategic commercial partner. This is not a traditional media company. It is the only platform that authentically bridges the endemic motorsport audience, a uniquely affluent, tech-forward, engaged, and brand-loyal consumer base with the broader advertiser marketplace.The OpportunityAs VP, Head of Industry, you will own Motorsport Network’s commercial relationships across four high-growth verticals: Financial Services, FinTech, Gaming & Betting, and Technology. This is an IC role. You are not a generalist sales leader but a sector specialist with deep fluency in the industries you serve, the relationships to match, and the strategic vision to build long-term, high-value partnerships that neither side could achieve anywhere else. The motorsport audience is one of the most commercially valuable in media. Demographically skewed toward high-income, brand-engaged consumers with strong affinity for financial products, technology, and sports betting, this audience represents an extraordinary opportunity for brands across all four verticals and one that remains significantly under monetized. Your mandate is to change that. This role sits at the very top of the client-facing organization. You will be the face of Motorsport Network to C-suite and VP-level marketing decision-makers, brand managers, and agency partners across your sectors. You will contribute to and help shape how the company goes to market, influence product and content strategy through client intelligence, and establish Motorsport Network as the indispensable partner for any financial services, FinTech, gaming, or technology brand seeking authentic access to this audience. The best candidate for this role is someone who has lived inside these industries and fluently understands the regulatory landscape, the compliance constraints, the media buying dynamics, and the creative possibilities. This role is for someone energized by the challenge of translating that knowledge into commercially transformative outcomes within a premium sports, entertainment and media environment.Sector FocusYou will own the go-to-market strategy, senior relationships, and revenue targets across the following four verticals:Financial Services • Global and regional banks, investment firms, insurance providers, credit card companies, and wealth management brands with established or emerging motorsport sponsorship presence, • Senior relationships with CMO, SVP, and VP-level brand, sponsorship, and media teams at financial institutions, • Integrated campaign development leveraging Motorsport Network’s premium editorial environment to reach affluent, financially engaged audiences, • Sponsorship and branded content partnerships aligned to major racing series, events, and Motorsport Network’s global portfolio of brands, • Agency coordination across financial services-specialist shops, holding companies, and media planning teamsFinTech, • Challenger banks, payments platforms, crypto and digital asset brands, trading apps, and personal finance tools targeting the motorsport and performance automotive demographic, • Partnerships designed to reach a tech-forward, high-income audience with strong appetite for financial innovation, • Co-branded content, podcast integrations, and digital campaigns that authentically connect FinTech brands to motorsport culture, • Flexible deal structures suited to high-growth, performance-oriented FinTech marketing models, including CPA-adjacent and outcome-linked partnership frameworks, • Navigation of compliance and regulatory considerations relevant to FinTech advertising in the US and international marketsGaming & Betting, • Sports betting operators, daily fantasy platforms, iGaming brands, and traditional gaming companies with motorsport or automotive audience overlap, • Deep understanding of the regulatory environment governing gambling and betting advertising across US states and international jurisdictions, • Partnership structures that leverage Motorsport Network’s race weekend presence, live data capabilities, and endemic editorial credibility, • Branded content and sponsorship solutions that navigate responsible gambling frameworks while delivering commercially meaningful audience exposure, • Video game publishers, esports organizations, and sim racing platforms with motorsport IP and audience alignmentTechnology, • Consumer and enterprise technology brands, including hardware manufacturers, software platforms, AI companies, and connected device makers. All with audiences that align to the technically sophisticated motorsport fan demographic, • Senior relationships with CMO, VP Marketing, and brand team decision-makers at global technology companies, including those with existing motorsport sponsorship or innovation partnerships, • Integrated campaign development that leverages motorsport’s position as a proving ground for cutting-edge technology from advanced telemetry and AI to EV powertrain innovation and connectivity, • Co-branded content and editorial partnerships that authentically connect technology narratives to motorsport performance, engineering, and the future of mobility, • Agency coordination across technology-specialist media shops, holding companies, and performance marketing teamsKey ResponsibilitiesSector Ownership & Revenue Leadership, • Own and deliver annual revenue targets across all four verticals, with accountability to the Global CCO, • Define the go-to-market strategy for each sector, including priority accounts, deal structures, and pricing frameworks, • Build and maintain a high-quality pipeline with accurate forecasting and senior visibility into deal progressionSenior Client & Agency Relationships, • Serve as the primary executive relationship holder for key brand and agency partners across Financial Services, FinTech, Gaming & Betting, and Technology, • Operate at C-suite and VP level with clients, functioning as a trusted strategic advisor rather than a transactional seller, • Navigate complex agency ecosystems including holding companies, media agencies, and sector-specialist shops, to influence both planning and buying decisionsIntegrated Partnership Development, • Originate, structure, and close multi-platform, multi-year partnerships spanning digital media, branded content, sponsorship, video, social, and experiential, • Work with editorial, creative, and product teams to develop bespoke solutions that deliver measurable client outcomes, • Champion client needs internally, ensuring Motorsport Network’s commercial offerings evolve to meet the demands of these sectorsRegulatory & Compliance Fluency, • Maintain working knowledge of advertising regulations governing financial services and gambling/betting marketing in key markets, including FCA guidelines (UK), SEC/FINRA considerations (US), and state-by-state betting advertising rules, • Ensure all partnership proposals are structured in a manner that can realistically pass client compliance review, avoiding wasted cycles on commercially unviable structures, • Serve as an internal resource for compliance-adjacent questions as Motorsport Network develops deeper capability in these sectorsMarket Intelligence & Strategic Influence, • Maintain deep knowledge of each sector’s competitive dynamics, media investment trends, audience strategies, and marketing priorities, • Translate client and market intelligence into strategic recommendations for leadership on product, content, and commercial positioning, • Represent Motorsport Network at the highest-profile industry events and conferences relevant to your verticals from Cannes Lions and CES to ICE, SBC Summit, and Money20/20Cross-Functional Leadership, • Collaborate with global sales colleagues to ensure sector expertise is shared and leveraged across markets, • Partner with marketing and communications to develop sector-specific thought leadership and case study content, • Contribute to the development of Motorsport Network’s broader commercial strategy alongside the CCO and senior leadership teamWhat We’re Looking ForEssential, • 12+ years of senior commercial experience in media, sponsorship, or marketing partnerships, with direct sector exposure in at least two of: Financial Services, FinTech, Gaming & Betting, or Technology, • A demonstrable network of senior relationships with brand-side marketing decision-makers and agency partners across your sectors, • Proven track record of closing large, complex, multi-year partnership deals (ideally seven-figure) at a media, sports, or entertainment property, • Deep understanding of the digital media and advertising landscape, including programmatic, branded content, video, and integrated sponsorship models, • Working knowledge of the regulatory and compliance considerations that govern advertising in financial services and gambling categories, • The credibility and commercial sophistication to operate as a peer to VP and C-level clients, not just a vendor, • Excellent communication, storytelling, and negotiation skills. You can construct a compelling narrative and hold a roomHighly Valued, • Experience working at or closely with a sports media property, rights holder, or premium publisher with financial services, gaming, or technology clients, • Established relationships within the sports betting or iGaming ecosystem, particularly with brands that have active US market strategies, • Understanding of how technology and FinTech brands approach audience targeting, performance measurement, and partnership ROI differently from traditional advertisers, • Familiarity with how AI, connectivity, and consumer technology brands are increasingly activating through sport and motorsport as a demonstration platform, • Track record of building practices or verticals from scratch, not just inheriting existing books of business, • Comfort operating in a globally distributed, fast-moving, entrepreneurial environment, • Genuine interest in motorsport and the high-performance automotive world and affinity for the culture makes this role significantly more effectiveWhy This Role, Why NowThe motorsport audience is having a moment. Driven by the global explosion of F1’s popularity, the mainstreaming of motorsport culture, and the demographic skew of fans toward high-income, tech-forward, brand-engaged consumers, financial services, gaming, and technology brands are increasingly recognizing motorsport as a tier-one sponsorship and media channel. The budgets are moving, but the commercial infrastructure to capture them at scale has not yet been built. Motorsport’s relationship with technology has never been more visible or more commercially relevant. From AI-powered race strategy and connected car platforms to EV powertrain development and advanced telemetry, the sport is a living showcase for the world’s leading technology companies, and Motorsport Network is the media platform that tells that story to 40 million engaged fans. Motorsport Network is positioned to be the primary beneficiary of this shift, and this role is the vehicle for making that happen. You will have real ownership, meaningful resources, and the backing of a well-capitalized business (GMF Capital) that is investing in growth. You will not be working inside a legacy media bureaucracy. You will be building something and defining how Motorsport Network shows up to four of the most commercially dynamic and fast-growing sectors in global media and entertainment. If you have spent your career at the intersection of sport, media, and financial, gaming, or technology marketing and truly believe the best chapter is still ahead of you — this is that chapter. This is a Hybrid position reporting to our New York City office Compensation: On Target Earnings $250K to $375K - Range includes Base plus variable compensation Powered by JazzHR IeLgjZdxfB

Job Description Hi, we're Oscar. We're hiring a Senior Director, Markets Strategic Advisory & Intelligence to join our Insurance Product Development team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Director, Markets Strategic Advisory & Intelligence leads market-specific strategy development across Oscar's service areas. You will own the enterprise market intelligence and strategic insight function that serves as the single source of truth for product strategy, portfolio design, market expansion, and investment decisions. You will own the development of integrated intelligence capabilities spanning consumer research, competitor intelligence, market analytics and performance insights to ensure data-driven decision-making across our product portfolio. Working cross-functionally across product, network, clinical, sales, growth, and market leadership, this leader develops actionable strategies related to market expansion (MSA and new geography), product positioning, portfolio optimization, and segment-specific opportunities. You will serve as a strategic advisor to executive and market level leadership, translating market insights and performance data into clear recommendations that support market-level decision-making. You will report into the Vice President, Insurance Product Innovation and Development. Work Location: This is a remote / work-from-home role. You must reside in one of the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, or Virginia. Note, this list of states is subject to change. #LI-Remote Pay Transparency: The base pay for this role in the states of California, Connecticut, New Jersey, New York, and Washington is: $218,592.00- $286,902.00 per year. The base pay for this role in all other locations is:: $196,732- $258,211 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program company equity grants and annual performance bonuses. Responsibilities: • Market Strategy & Intelligence, • Lead market-specific strategic advisory functions across our service areas, • Oversee market research, competitive intelligence, and performance analytics of product portfolio specific dynamics to clarify growth and optimization opportunities, • Develop market and product specific right to win strategies informed by competitive, regulatory, and consumer trends, • Translate complex analyses into executive-ready recommendations and strategic insightsPortfolio Strategy & Market Expansion, • Lead portfolio performance assessments and identify remediation and growth opportunities, • Support recommendations related to product positioning, market alignment, and portfolio investments (vendors, network, partnerships), • Oversee analyses supporting market expansion, strategic partnerships, and new product or growth opportunitiesStrategic Leadership & Execution, • Be a strategic advisor to executive and market leadership teams, • Lead cross-functional strategic programs and planning efforts, • Facilitate strategic planning sessions alongside corporate strategy and finance, overseeing development of executive presentations and strategic materialsTeam Leadership, • Lead strategy, intelligence, and analytics team members, • Build partnerships with product, finance, sales, clinical, network, actuarial, and market leadership, • Foster analytical rigor, collaboration, and disciplined decision-making, • Compliance with all applicable laws and regulations, • Other duties as assigned Requirements: • Bachelor's degree., • 12+ years experience in healthcare strategy, insurance product strategy, consulting, or strategic planning, • 6+ years people leadership experience managing multi-level teams, • Expertise in ACA individual and small group QHP markets, • Background in market analytics, competitor intelligence, and business case development Bonus points: • MBA, MHA, MPH or related advanced degree, • Experience in internal strategy or consulting functions, • Familiarity with ACA market dynamics and healthcare competitive landscapes, • Experience supporting market expansion and healthcare partnership strategies, • Willingness to drive to outcomes, work with large datasets and distill analyses into actionable business insights with a structured and systematic thought process This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Title: Snowflake Data Cloud Architect Location: New York, NY Title: Snowflake Data Cloud Architect Location: New York, NY As a Snowflake Data Cloud Architect , you will be responsible for designing and implementing scalable, secure, and high-performance data solutions on Snowflake to support our Investment Management business goals . You will lead the architecture for data platform integration , enabling seamless communication between upstream (custodians, market data providers) and downstream (risk, performance, reporting) systems using event-driven approaches . This role requires strategic thinking, technical leadership, and deep expertise in Snowflake and modern data engineering practices. The Contributions You'll Make: Architect and Implement Snowflake Solutions: Design and optimize Snowflake-based data architectures for portfolio, security master, transactions, benchmarks, and performance data. Implement advanced Snowflake features (Streams, Tasks, Snowpipe, Snowpark) for real-time and batch processing. Enable Event-Driven Integration: Build ingestion pipelines leveraging Kafka, Azure Event Hub, or similar technologies for market data and transactional feeds. Design workflows for upstream and downstream system interoperability. Data Governance and Compliance: Implement RBAC, data masking, and encryption aligned with enterprise data policy. Ensure lineage and observability for regulatory reporting and audit. Technical Leadership: Act as a trusted advisor for architectural decisions and future-state roadmaps. Prepare technical specifications and design documentation. Innovation and Best Practices: Advocate for data quality through automation, validation frameworks, and rigorous testing. Recommend new technologies to improve system performance and reliability. Minimum Knowledge and Experience: Bachelor's degree in Computer Science, MIS, Engineering, or related field. 10 years of experience in data architecture/engineering, with 3 years focused on Snowflake. Strong background in financial data domains (IBOR/ABOR, transactions, market data, reference data). Hands-on experience with: Snowflake architecture (warehouses, streams, tasks, Snowpark). SQL, Python; experience with DBT. Event-driven technologies (Kafka / Azure Event Hub). Web API development (Flask / FastAPI). Experience implementing data security measures and compliance frameworks. Experience building data solutions with AI tools like Github Copilot. Experience with Data Quality Tools such as dbt Test, Monte Carlo, SODA. Excellent communication skills with ability to collaborate across business and technology teams. Nice to Have: SnowPro Core / Advanced Architect certification. Experience with Aladdin Data Cloud, Bloomberg DL, or similar investment data platforms. Experience with Data Application development (Streamlit, Dash). Familiarity with BI tools (Power BI, Tableau). Knowledge of FinOps for cost optimization. Exposure to Databricks, PySpark, and advanced analytics workflows. The Contributions You'll Make: Architect and Implement Snowflake Solutions: Design and optimize Snowflake-based data architectures for portfolio, security master, transactions, benchmarks, and performance data. Implement advanced Snowflake features (Streams, Tasks, Snowpipe, Snowpark) for real-time and batch processing. Enable Event-Driven Integration: Build ingestion pipelines leveraging Kafka, Azure Event Hub, or similar technologies for market data and transactional feeds. Design workflows for upstream and downstream system interoperability. Data Governance and Compliance: Implement RBAC, data masking, and encryption aligned with enterprise data policy. Ensure lineage and observability for regulatory reporting and audit. Technical Leadership: Act as a trusted advisor for architectural decisions and future-state roadmaps. Prepare technical specifications and design documentation. Innovation and Best Practices: Advocate for data quality through automation, validation frameworks, and rigorous testing. Recommend new technologies to improve system performance and reliability. Minimum Knowledge and Experience: Bachelor's degree in Computer Science, MIS, Engineering, or related field. 10 years of experience in data architecture/engineering, with 3 years focused on Snowflake. Strong background in financial data domains (IBOR/ABOR, transactions, market data, reference data). Hands-on experience with: Snowflake architecture (warehouses, streams, tasks, Snowpark). SQL, Python; experience with DBT. Event-driven technologies (Kafka / Azure Event Hub). Web API development (Flask / FastAPI). Experience implementing data security measures and compliance frameworks. Experience building data solutions with AI tools like Github Copilot. Experience with Data Quality Tools such as dbt Test, Monte Carlo, SODA. Excellent communication skills with ability to collaborate across business and technology teams. Nice to Have: SnowPro Core / Advanced Architect certification. Experience with Aladdin Data Cloud, Bloomberg DL, or similar investment data platforms. Experience with Data Application development (Streamlit, Dash). Familiarity with BI tools (Power BI, Tableau). Knowledge of FinOps for cost optimization. Exposure to Databricks, PySpark, and advanced analytics workflows.

Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month (Please apply via Ethic's website here. Response time will be faster.) The Role We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape. This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel. What you’ll do: As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions. More specifically you will: • Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively surface and develop opportunities with advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth., • Own the Pipeline: through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome., • Drive Organizational Excellence: Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration. Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty., • Stay in Motion: Represent Ethic at industry conferences and client events, and bring back actionable insights to refine our approach. Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs., • Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients. Who you are: • You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:, • We are In Service of others - our clients, our colleagues, the company, and the world., • We strive to be World Class - the best at what we do., • You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems., • You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team., • You can communicate clearly and concisely in a variety of mediums., • You operate with high integrity, doing the right thing when no one is looking., • You take a long-term view towards contributing to a strong team with a culture of feedback., • You’re passionate about positively impacting the future of our planet and humanity. What you’ll bring to the table: • 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management., • Wealth Management Industry Knowledge: Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption., • Proactivity & Initiative: Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm., • Exceptional Communication (Written and Verbal): The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills., • Financial Acumen & Product Knowledge: Strong understanding of direct indexing, portfolio management, and financial markets.., • Interpersonal Skills & Relationship Building: A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships., • Active Listening: Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions., • Problem-Solving: Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions., • Analytical Skills: Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy., • Salesforce Proficiency: Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development., • Organizational Skills & Attention to Detail: Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload. About Ethic: We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients. We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City. Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world. Compensation & Benefits: Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. The base salary for this role will range from $110,000-$120,000 per year, commensurate with experience, alongside a competitive variable compensation package. Our benefits package includes; • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents), • 401k with sustainable investment options and a 3.5% employer match, • Unlimited paid time off, • 16-weeks of paid parental leave, • Annual $600 wellness & education stipend, • Annual $1,000 professional development reimbursement, • Sponsored employee resource groups, • Regular lunch & learns and volunteering opportunities, • A fully-stocked office in lower Manhattan Location: New York, NY Submit an application: If you are interested in applying for this role, please submit both a resume and a cover letter below.

Primary Focus: Manager is seeking a Project Manager with strong experience liaising with SMEs and Report Owners. This individual should have experience gathering project updates, tracking metrics, and preparing executive level presentations and status materials. Candidates heavily focused on Data Analytics or Governance will not be a fit for this role. Department Profile: The Finance Division reports to the Chief Financial Officer and consists of approximately 3,000 employees globally. Finance protects the firm by serving as guardian of the company’s books and records while contributing to firmwide risk management and risk reduction efforts. The division maintains relationships with regulators and supports the delivery of financial information to the investment community. Finance also serves as a strategic advisor to business and senior leadership teams. Responsibilities: • Partner with stakeholders to understand operational needs and translate them into actionable requirements, • Collaborate with colleagues across Finance and Technology within a fast paced, high visibility project environment, • Lead and manage key deliverables while leveraging an understanding of Finance functions, products, and reporting processes, • Coordinate meetings with stakeholders and communicate project status, risks, dependencies, and issues, • Serve as the liaison between Finance and Technology teams throughout the full project lifecycle, including planning, testing coordination, issue management, and transition to BAU processes, • Support detailed data analysis, reconciliations, and root cause investigations related to Finance processes and reporting, • Identify emerging risks and contribute to mitigation strategies across project deliverables, • Prepare presentations, metrics, reporting materials, and executive updates for stakeholders and leadership teams Requirements: • Strong Project Management and stakeholder management experience within Financial Services, • Experience working directly with SMEs, Report Owners, Finance teams, and Technology partners, • Knowledge of Finance functions including General Ledger, Regulatory Reporting, and accounting processes within investment banking environments, • Understanding of US GAAP and/or IFRS accounting principles, • Exposure to financial products including Fixed Income, Equities, Derivatives, and Loans, • Experience supporting Finance related initiatives within an investment bank or financial services organization, • Strong communication, presentation, and organizational skills, • Ability to manage multiple workstreams in a high pressure, fast moving environment, • Experience with Agile methodologies and iterative release environments, • Proficiency with MS Office Suite, Visio, Jira, Rally, Alteryx, and Axiom preferred, • Strong problem solving and analytical capabilities, including reconciliations and issue analysis, • At least 6 years of relevant Project Management or Business Analysis experience within Financial Services preferred

HCLTech is looking for a highly talented and self- motivated Data Architect (Modern Data Platforms, Consulting & Transformation Leadership) to join it in advancing the technological world through innovation and creativity. Job Title: Data Architect-Client Delivery Head Position Type: Full-time Job ID: 106502 Location: Jersey City, NJ Detailed Job Description: At HCLTech, we supercharge progress by bringing together deep industry expertise, engineering excellence, and transformation leadership to solve complex business challenges. We are looking for a senior Data Architect with 15+ years of experience in data strategy, modernization, consulting, and client advisory to help global clients shape and execute large-scale transformation initiatives across Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native). In this role, you will act as a trusted advisor to business and technology stakeholders, define transformation roadmaps, lead architecture strategy, align delivery with measurable business outcomes, and guide organizations through modernization programs that improve agility, insight, and value realization. Key Responsibilities • Serve as a strategic advisor to clients on enterprise data modernization and Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native), shaping transformation roadmaps aligned to business priorities and operating models., • Lead client stakeholder engagements across business, data, digital, and technology functions to define vision, secure alignment, and drive consensus on target-state architecture and transformation direction., • Translate business objectives into data platform strategies, modernization plans, and value-focused initiatives that improve decision-making, operational efficiency, and time to insight., • Provide leadership across large transformation programs by shaping solution direction, owning service delivery, guiding delivery teams, managing architectural governance, and ensuring alignment with executive objectives., • Drive executive-level conversations on data strategy, platform investment, governance, risk, and change management to help clients realize long-term modernization outcomes., • Mentor cross-functional teams, influence senior stakeholders, and foster collaboration across consulting, delivery, engineering, and client leadership to accelerate program success., • Own business outcome orientation by defining success measures, tracking value realization, and ensuring data modernization programs deliver measurable impact for clients. What We’re Looking For • Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related field., • 15+ years of experience in data architecture, consulting, enterprise transformation, or data platform strategy roles., • Strong experience shaping modernization strategies, enterprise data roadmaps, and transformation programs across Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native) in complex client environments., • Proven consulting and leadership experience in stakeholder management, executive communication, solution advisory, and large-scale program governance., • Demonstrated ability to connect data strategy and modernization initiatives to measurable business outcomes such as growth, efficiency, customer experience, risk reduction, and decision velocity., • Excellent executive presence, client relationship management, negotiation, and cross-functional leadership skills. Nice to Have • Master’s degree or advanced certification in business, technology, data, cloud, or transformation leadership disciplines., • Experience leading C-level or senior stakeholder discussions for enterprise data modernization, platform transformation, and value realization programs., • Background in industry consulting, advisory-led transformation, or managing strategic accounts in sectors such as banking, insurance, manufacturing, or healthcare., • Ability to balance strategic architecture direction with delivery oversight, organizational change, and executive-level reporting. If you are passionate about leading client transformation, shaping strategic modernization programs across Modern Data Platforms, and delivering measurable business outcomes, HCLTech would love to hear from you. Pay and Benefits Pay Range Minimum: $189,000 /Annual Pay Range Maximum: $273,000 / Annual HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to secure@hcltech.com for investigation. Compensation and Benefits A candidate’s pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the followi14520ng benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year.

Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days. Benefits found in job post Medical insurance, Disability insurance Requirements added by the job poster • Working in an onsite setting

About Alpha Alternatives Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovation comes from within and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand. The Opportunity As a Manager within our Real Assets North America Team, you will play a leading role in Alpha Alternatives' most dynamic and growing practice, helping clients better leverage technology and data to achieve their business goals. The ideal candidate brings a combination of deep industry knowledge, strong project leadership, and the ability to develop and manage both client relationships and engagement teams. You will lead client engagements end-to-end, taking ownership of project delivery, team coordination, and stakeholder management. You will be responsible for structuring workstreams, managing junior resources, and ensuring delivery is on time, on budget, and of the highest quality. A critical factor in your success will be your ability to build trusted advisor relationships with clients while fostering a collaborative, inclusive team environment. As you grow within the role, you will also be expected to contribute to business development efforts, proposal development, and the continued expansion of our Real Assets practice. Qualifications and Skills • 6-8 years of proven consulting experience, with at least 2 years in a project or engagement leadership capacity, • Bachelor’s degree in business administration, finance, accounting, information systems, computer science, or a related field; a focus on real estate is a plus but not required, • Master’s degree preferred but not required, • Demonstrated experience managing project teams, including structuring workstreams, delegating tasks, and developing junior consultants, • Track record of leading client engagements independently, with accountability for delivery quality, timeline, and stakeholder communication, • Strong project management skills, including the ability to manage multiple workstreams simultaneously, identify and escalate risks, and drive engagements to completion, • Process improvement mindset, with the ability to identify operational inefficiencies and take steps to improve processes and drive automation, • Excellent problem-solving skills and attention to detail; demonstrated ability to analyze complex challenges from multiple angles and develop practical recommendations, • Strong executive communication skills — written and verbal — with experience tailoring messaging for senior client stakeholders, • Experience in real estate investment management or real estate operations processes, data, and/or technologies preferred, • Highly effective interpersonal skills and emotional intelligence; ability to build lasting client relationships and navigate complex stakeholder environments, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Project), • Willingness to travel to meet client needs, • CPA, CFA, PMP are a plus but not required Compensation and Benefits • Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning, • Flexible working: Work-life balance with flexible schedule, • Community events: We offer a range of social events and meetups, • 25 days’ holiday in addition to public holidays, • Supplemented medical, dental and vision coverage, • 401(k) with employer match, • Wellness initiatives to promote healthy working, including an allowance for remote working technology, • Access to discounted travel, tickets, events, and more through our benefit partner

Management Consultant – Banking / Wealth Management (Consultant level) 📍 New York, NY (Hybrid – occasional travel to Manhattan required) 💼 Permanent 💰 $80,000 - $120,000 base salary Your growth starts here. Make an impact in financial services consulting. We are working with a global management and technology consulting firm with deep expertise in the banking and financial services sector. With a strong international footprint and a collaborative, high-performance culture, we partner with leading banks and financial institutions to deliver meaningful transformation across strategy, operations, and technology. The roles offer the opportunity to work on high-impact client engagements while developing your consulting skillset in a supportive, entrepreneurial environment. The Role Depending on your experience and level, you will: • Deliver high-quality client proposals, presentations, and project deliverables, • Assess client organizations, processes, and systems to identify improvement opportunities and recommend innovative solutions, including designing and implementing Target Operating Models, • Manage project delivery end-to-end, ensuring alignment with objectives, timelines, and quality standards, • Facilitate workshops and effectively gather business and technical requirements, • Build trusted client relationships and act as a day-to-day advisor, • Stay current on banking trends, digital innovation, and emerging technologies Your Background • 2 - 4 years of experience in management consulting within banking / financial services, • Understanding of banking products / systems / platforms and operations (retail, wealth management, capital markets or investment banking), • Experience delivering consulting engagements and working directly with clients, • Analytical, structured thinker with strong problem-solving skills, • Exposure to business / process / technology transformation programs, • Excellent communication and stakeholder management skills, • Entrepreneurial mindset with the ability to manage multiple priorities, • Willingness to travel and work regularly from the Manhattan office Why Join • Global consulting firm focused exclusively on financial services, • Strong onboarding and continuous learning through a global academy, • Clear career progression and international mobility opportunities

About Secfi Secfi is building the leading investment platform for founders and tech employees to unlock the full value of their pre-IPO equity (option- and shareholdings) and multi-family office for the next generation of affluent tech entrepreneurs. We manage and raise private funds investing in leading pre-IPO companies. We provide tens of thousands of executives, employees and founders with tax and equity planning. And we are building a multi-family office investment management platform. With a highly differentiated origination funnel, tech-enabled operations, and growing LP demand, we’re scaling rapidly. We are entering our next phase of scale and are hiring a Chief of Staff to work directly with the CEO and management team to accelerate execution across the company’s most critical initiatives. About the role • This is a high-trust, high exposure role at the center of the company., • You will work closely with the CEO/CIO on high-impact corporate strategy, partnerships, and fundraising initiatives. This role requires both intellectual rigor and practical execution, combining strategic thinking with the ability to deliver at speed., • You will be responsible for supporting leadership in shaping and executing company strategy, managing critical partnership and fundraising initiatives, and ensuring the development of high-quality materials and analysis., • This position is ideal for someone from a top investment banking, management consulting (MBB), or private equity/venture capital background who thrives in a fast-paced environment, can quickly grasp complex problems, is highly analytical and can communicate insights and recommendations concisely., • This is not just a strategy role; we’re looking for someone who can think like an advisor and execute like an operator. You must have a flexible agenda and can-do mindset. Travel will be required as part of this role and you’ll have to align your schedule to the timezone the CEO/CIO operates in. This will mostly be ET and CET. Location: • This role is based is preferably based in New York, • For the right candidate it's possible to start this role in Amsterdam and relocate to NY later, • In office 3+ days a week + travel requirements What you’ll do: • Partner directly with the C-suite to help build a best-in-class fintech and asset management firm, • Shadow the CEO/CIO and Founder in critical meetings and execute on next steps, turning discussions into execution with speed and precision, • Support key corporate projects including strategic partnerships, shareholder discussions, board meetings and company-wide strategy, • Be an absolute Excel ninja and PowerPoint wizard. You should be deeply numerical and be able to convert complex data into simple and straightforward stories and slides, • You're able to talk confidently with founders, CEOs and CFOs of growth and unicorn stage companies, as well as various institutional investors and family offices, • Support Management Team members in their strategic plans, e.g. the head of Product in product strategy and roadmap + research, the head of BD with a new pricing strategy for partnerships and the head of marketing with a new plan for targeting founders and CFOs, • Contribute to our capital raising efforts for our PE/VC style late-stage investment funds, • If you have no interest in technology and exploring the use of AI in your day to day; don’t apply What you’ve done: • 4–7 years of experience in top-tier investment banking (Top tier bank), management consulting (McKinsey, Bain Consulting or Boston Consulting Group) with an affinity to finance, or private equity/venture capital, • Exceptional analytical, problem-solving, and quantitative skills, • Exceptional proficiency in Excel (modeling, analytics) and PowerPoint (high-quality presentations) and ability to distill the key narrative (Pyramid principle) and present accordingly, • Strong communication skills with the ability to break down complex concepts into concise, actionable insights and communicate with senior (third party) executives, • Self-starter mindset with the ability to work independently in a fast-paced environment, • Strong interest or exposure to technology, wealth management, venture capital, or growth-stage investing Also important • Fluent in English, • Curious, optimistic and positive mindset, • Have fun at work

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks Bachelor's degree and 3+ years of experience as in Client Support and Office Management in a fast-paced setting.

Capstone is seeking a seasoned and highly driven Vice President, Institutional Sales for our New York office. In this senior role, you will report directly to the Head of Institutional Sales and engage with leading institutional investors—including hedge funds, family offices, and asset managers—across asset classes and investment strategies within the public and private markets. This position is ideal for a strategic, entrepreneurial sales professional with deep client relationships, a sophisticated understanding of financial markets and policy, and a consistent track record of exceeding revenue targets in a consultative sales environment. Capstone is a global policy research and consulting firm with presence in Washington DC, Houston, London, and Mumbai. We help our clients predict policy, quantify its impact, and recommend revenue-driving strategies to companies and institutional investors. At Capstone, we recognize that our ability to build a world-class firm requires attracting and retaining top talent. We hire individuals of exceptional talent, skill, and potential, and provide an environment that is conducive to one’s professional and personal growth, allowing each employee to reach their fullest potential. If you are a motivated, goal-oriented Institutional Sales or Business Development Executive with a proven track record and are excited about the prospects of working with some of the world’s largest institutional investors in a consultative sales role, then the Institutional Sales - Capital Markets Policy Research role may be for you! Key Responsibilities • Develop and execute a strategic business development plan to expand Capstone’s client base among top-tier institutional investors across sectors and asset classes (energy/renewables, healthcare, TMT, financial & business services, consumer, aerospace & defense, industrials, etc.), • Cultivate, manage, and grow long-term client relationships, leveraging your industry network and expertise to drive consistent revenue growth, • Represent Capstone’s research and insights to portfolio managers & senior investment professionals, articulating differentiated policy perspectives and market implications, • Partner closely with research and events teams to align client interests with the firm’s capabilities and coverage areas, • Serve as a thought partner and trusted advisor to clients by anticipating their informational needs and offering tailored research solutions, • Maintain disciplined pipeline management, accurate forecasting, and CRM hygiene, • Support leadership efforts, provide strategic guidance, and act as a point of escalation for key client and team matters Qualifications • + 3 years of institutional sales or business development experience, ideally within traditional sales & trading, capital markets, investment research, or financial services, • A demonstrable history of developing and converting high-value relationships with hedge funds, family offices, and asset managers, • Deep understanding of market dynamics, investment strategies, and the intersection of public policy and capital markets, • Proven ability to navigate complex sales cycles and drive strategic engagements with C-level or senior investment decision-makers, • Exceptional communication, presentation, and interpersonal skills, • Experience mentoring junior team members or contributing to broader sales strategy is a plus, • Series 7 and 63 licenses strongly preferred; CFA designation a plus Requirements • Bachelor's degree required; advanced degree or relevant certifications a plus (MBA, CFA, etc.), • High academic achievement, • Existing relationships with institutional investors across multiple channels (equities, fixed income, commodities, etc.), • Legally authorized to work in the U.S. without current or future visa sponsorship Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $125,000-$170,000 per annum with an uncapped commission. This position is based in our New York office is in-person Monday thru Thursday with flexible work from home Fridays We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Full-time Analyst opportunity: Investment Banking in New York Seven Lakes Partners (SLP) is a fast-growing, independent investment banking boutique, focused on domestic and cross-border M&A in the transportation, logistics, and select infrastructure sectors. Our team is composed of seasoned partners and ambitious talented junior bankers, and we are quickly establishing ourselves as a leading advisor in our core sectors. At SLP, our people are our greatest asset. We are committed to building a culture of collaboration, excellence, and personal growth, where every team member is set up to thrive. Joining SLP means working alongside passionate professionals on challenging, high-stakes transactions spanning North America and Europe, with real opportunities to develop both personally and professionally. With offices in New York and Amsterdam, and cross-border staffing, we offer a genuinely international working environment. Our international focus gives you direct exposure to global markets and the opportunity to build relationships with clients and counterparties across multiple geographies from early in your career. Opportunity We are looking to hire an Analyst to actively participate across a range of M&A advisory assignments. You will be a valued team member, working on live deals and pitches, contributing to origination efforts, and collaborating closely with senior bankers. We run a lean, high-performing organization and are looking for ambitious, proactive candidates who take initiative, bring ideas to the table, and take ownership of their work. Your responsibilities will include: • Supporting the origination and execution of M&A transactions for corporate and private equity clients across North America and Europe, • Preparation of pitch books, deal marketing materials, investor materials, and sector newsletters, • Assisting with transaction execution, including due diligence coordination and process management, • Building financial models, performing company valuations across a range of methodologies, and financial analysis, • Conducting in-depth market and industry research, • Communicating findings and analysis clearly to both internal pitch or deal teams and external stakeholders, • Taking ownership of internal workstreams and contributing actively to the expansion of our US coverage activities What we offer • Challenging and inspiring work environment with highly motivated team members, • International work environment with offices in New York and Amsterdam, focused on domestic and cross-border M&A transactions, including buy- and sell-side mandates, • Being fully embedded in our team and an active member in the buildout of the firms’ infrastructure and deal origination efforts, • Early and direct client exposure; analysts at SLP engage in client-facing interactions from day one, including calls, meetings, and presentations, • Flexible hybrid work policy: we trust our team to manage their time, with just two required in-office days per week in New York, • On-the-job training and mentoring from senior bankers, • Team bonding and social activities What we’re looking for We are seeking motivated early-career professionals or recent graduates with at least 6 months experience in investment banking (full-time or internship): • Bachelor’s degree from an accredited University / College, with a strong background in quantitative skills, • Hands-on experience with financial modeling and the ability to read, interpret, and analyze financial statements with confidence, • Understanding of valuation methodologies and applications, along with strong financial and computer skills, with strong analytical abilities, • Strong verbal and written communication skills in English, other languages are highly appreciated, • Team player who thrives in a fast-paced, ever-changing environment, • Ability to work from the New York office at least twice per week Compensation & Benefits • Competitive salary plus an annual discretionary bonus, • Medical / Dental insurance, • Retirement Plans (401k), • Commuter benefits, • PTO and bank holidays Join us Apply now to become part of our dynamic and inspiring team, where you can leave your mark and launch the career you aspire to and reach your full potential. • To apply, please submit your application on the platform or contact: recruitmentNA@sevenlakespartners.com

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

Top-Tier Investment Manager in Midtown, Manhattan is seeking a CRM Sales Data Associate! Responsibilities: • Manage the CRM Case Queue for the following ad hoc requests from the sales teams: General Inquiries, Advisor Moves, Merge Requests, Ownership Inquiries, and Report Requests., • Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives, • Maintain CRM and accurate client contact information, and track engagement and activity across various wealth partner platforms, • Support team leadership by analyzing and maintaining key territory metrics, tracking wholesaler activity, and other management metrics providing clear, data driven insights that inform day-to-day management needs and support broader strategic decisions, • Develop and deliver reporting and analytics for sales campaigns, including generating targeted client lists, building, and structuring campaign outreach, and providing data‑driven insights for sales leadership, • Support external and internal sales efforts and financial advisor coverage such as assisting with literature fulfillment requests, Morningstar report portal comparisons, and ad hoc client requests, • Will stride both the Data and CRM applications, with exposure to data cleansing tools, report writing/generation and Salesforce configuration, • Assist in ensuring the Data Integrity and Sales Enablement of the Sales teams within the Salesforce instance., • Educate end-users on the proper and most effective use of Salesforce., • Creating and distributing monthly and quarterly sales reports as well as ad hoc reports for the BD, RIA and Institutional sales teams., • Reviewing data and compiling RIA, BD and Institutional sales reports., • Assist in the management of Salesforce, both configuration and declarative solutions., • Act as the Data Steward for the Broadridge SalesVision application., • Act as the subject matter expert on DemandTools, a data cleansing tool., • Assist in managing the CRM database, Salesforce, including administering, designing and executing reports, developing new fields for tracking developing new client insights, and managing client mailing lists., • Manage, identify, and correct data irregularities with the CRM database, Salesforce., • Responsible for organizing and maintaining proper records within Salesforce. All records are to be kept in organized fashion which will enable the sales team to effectively manage their book of business., • Prepare different committee presentations, summarizing the findings from the continuous monitoring performed, • Actively participate in global initiatives aimed at improving Internal Audit’s processes and procedures Qualifications: • Bachelor's degree, • 2-4 years of Salesforce CRM database experience., • Series 7 & 63 is a big plus, • 1+ years of experience directly supporting Sales and/or Marketing department., • Microsoft Office Suite skills with intermediate experience in Excel., • Effective & Creative problem solver., • Excellent verbal and written communication skills., • Excellent planning, organizational, and prioritization skills.

Our firm is expanding & we're searching for a Recruiting Coordinator to work out of our Madison Avenue location. This role will partner closely with the Director of Recruiting to drive recruitment results. This position offers an exceptional opportunity to gain comprehensive exposure to the entire recruitment lifecycle, including sourcing, selection, onboarding, and development processes. Responsibilities • Support the Madison Avenue Recruiting Team, including directly partnering with the Director of Talent Acquisition & other Recruiting team members., • Manage the full-time selection process for the Director of Talent Acquisition., • Manage the firm’s Talent Acquisition Social Media Presence., • Learn the Financial Advisor career so you can properly articulate the value proposition to candidates and Centers of Influence (COIs)., • Send appropriate communications to Financial Advisor candidates to welcome them to the firm and create a friendly, inclusive, white glove experience., • Serve as a ‘face of the firm’ when candidates come to our office in person by greeting them, giving office tours, and ensuring the person they are meeting is notified of their arrival., • Be our reporting guru. Understand the tracking of recruitment, on-boarding, and development activity, and prepare reports as directed., • Maintain candidate database NMTalent and serve as the team subject matter expert., • Assist in administration of selection profile tools as needed. Create ‘feed lists’ via social media sites., • Maintain supply of all recruitment e-materials and regularly update materials., • Manage expenses and credit card receipts for the team., • Manage calendars appointments for the team and conference room reservations as needed., • Assist with the onboarding and coordination of training for new team members., • Coordinate the weekly and monthly recognition systems for our talent acquisition team. Qualifications • 1-2 years of experience in a recruiting or business related field., • A local college graduate with established relationships and active involvement in school athletics, clubs, and work., • Bachelor’s degree, in business or related field., • Demonstrated ability to work professionally within a team and engage with all levels of stakeholders., • Proficiency with sourcing platforms such as LinkedIn, Indeed, and Handshake., • Strong personal & professional networks, particularly within campus communities., • High degree of initiative and organization., • Excellent oral and written communication skills., • Strong attention to detail with the ability to work with a high degree of accuracy., • Ability to embrace change and work in a fast-paced environment., • Ability to be flexible and open minded., • Willingness to learn. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

VP / Director, Legal Affairs – Private Credit / Investment Firm A global private credit firm is seeking a VP or Director of Legal to join its growing legal team. This role will be the first legal hire on the team and will serve as a senior legal partner to the investment team and leadership, advising on fund formation, investment structuring, transactions, and regulatory matters across the firm’s private credit platform. All in comp will range from $300K-525K, depending on experience and seniority. This is an opportunity to join a highly entrepreneurial investment platform and play a key role in supporting strategic growth initiatives, including new funds, transactions, and corporate initiatives. There's a clear path to leadership and plenty of runway to define the role, participate in business decisions and shape the culture. Responsibilities Lead and manage legal aspects of fundraising and fund formation, including structuring investment vehicles, supporting capital raising processes, and coordinating related diligence.Act as lead counsel on investment structure agreements, partnering closely with internal stakeholders and external advisors.Support the firm’s strategic growth and M&A initiatives, providing legal guidance across all phases of transactions.Draft and negotiate a wide range of commercial and transactional agreements related to investment activity and firm operations.Serve as a trusted legal advisor to investment professionals and leadership on matters impacting the business.Manage and oversee external counsel relationships in connection with fund and transaction matters.Assist with regulatory and compliance initiatives, including policies related to securities law, AML/KYC, conflicts, and governance. Qualifications 7+ years of legal experience in private practice and/or in-house, ideally with experience working on a small teamSignificant experience with fund formation required, ideally with additional experience in private equity, private credit, or debt investment structuresStrong transactional experience and the ability to partner effectively with investment professionals and senior leadership. Additional Attributes Exceptional written and verbal communication skills.Strong business judgment and analytical ability.High level of professionalism, discretion, and integrity.Ability to manage multiple workstreams in a fast-paced environment.Collaborative, proactive, and solutions-oriented mindset. Note: this role is 5 days a week in-office in NYC. Remote candidates will not be considered.

Duties: Strategic Sourcing- Technology Client is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. Client offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. -Strategic Advisory: Serve as a strategic advisor to all levels of management on all matters related to sourcing and procurement, offering insights and recommendations to optimize the vendor portfolio and achieve corporate transformation objectives. Build and deliver executive-ready presentations using advanced analytics (Power BI, SQL, Tableau) to support sourcing decisions and business cases. Contribute to enterprise-wide cost optimization programs by identifying and accelerating high-impact sourcing initiatives. -Sourcing Strategy Development: Conduct rigorous external spend analysis to uncover opportunities for cost optimization. Design and execute comprehensive sourcing strategies to reduce cost, improve delivery resilience, and streamline vendor portfolios through competitive bidding, proofs-of-concepts, demand management, supplier consolidation, and process reengineering efforts that align with the company's overall business goals, ensuring cost-effectiveness, and quality. -Cross-Functional Collaboration: Work closely with internal stakeholders to align sourcing strategies with enterprise cost targets and transformation goals. Build and manage cross-functional cost optimization programs to drive accountability and transparency in sourcing decisions. -Supplier Relationship Management: Build and maintain strong relationships with key suppliers, negotiating and drafting favorable terms into contracts, ensuring the highest standards of quality and service. -Market Analysis: Conduct thorough market research and analysis to identify trends, risks, and opportunities within the supply chain, and prepare PowerPoint decks to support informed sourcing decision-making. -Risk Management: Identify potential risks within the supply chain and develop mitigation plans to ensure business continuity and minimize disruptions. -Cost Management: Implement cost-saving initiatives and strategies to reduce overall expenses without compromising on quality or performance. -People Management: Recruit, coach, mentor, and indirectly manage junior staff as necessary. Experience required: • 10+ years of experience in strategic sourcing or supply chain strategy in a complex, global environment—ideally within financial services, tech, or consulting, with a proven track record of success in a technology-related strategic sourcing advisory role. -Experience working on enterprise-level software and hardware purchase agreements with the likes of Anthropic, OpenAI, Microsoft, AWS, Google, Adobe, IBM, and Snowflake among others. -Experience working in or partnering with a Financial Planning and Analytics function or other budget-setting and spend tracking function. Exceptional program and stakeholder management skills with a strong bias for execution. -Strong command of procurement analytics and ability to translate data into actionable insights and persuasive narratives. -Expertise with cat Skills: egory planning, competitive bidding techniques (RFI, RFP, RFQ), creation of business cases, vendor selection, vendor risk due diligence, operations management, and vendor dispute/escalation management. •Financial modelling skills to build multiple negotiation scenarios, total cost of ownership models, consumption models, and demand forecasts based on spend analytics and other data sources. •Depth in drafting, redlining, and negotiating global contracts, including experience drafting service level agreements (SLAs). This includes a solid understanding of contract law, including demonstrated ability to understand, interpret and articulate key legal terms in agreements. Competencies: •Highly strategic thinker with a proactive approach to challenges and opportunities, possessing superior analytical skills, including the ability to translate analyses into negotiation strategies and results •Strong leadership and interpersonal skills, with the ability to work effectively in a team-oriented environment, eliciting support for key initiatives from senior management and other key stakeholders, by building and delivering clear, well-structured presentations •Detail-oriented and organized, with a commitment to excellence and continuous improvement. •Adaptable and resilient, with the ability to thrive in a fast-paced and dynamic business environment and with the willingness to adapt working hours to meet business needs and deadlines, understanding that most of the client supplier portfolio is comprised of firms based in the United States. •Proficient MS Office skills, including experience using CoPilot and other AI software products. Education: • Bachelor’s Degree, with preferences for Accounting, Finance, Computer Science, Engineering, Economics, Data Science, Operations Research, Technology or Supply Chain Management, or Entrepreneurship. • Advanced degrees in Business, the Sciences, Engineering, Law, or related areas.

Our client, a publicly traded financial services company and its affiliated investment advisors located in midtown Manhattan, is seeking a Vice President, Regulatory Compliance Attorney, to work directly with the firm’s Global CCO & Associate General Counsel in a highly visible, strategic role supporting the global compliance program across registered and private fund platforms. This is not a siloed “check-the-box” compliance position. This role sits at the intersection of legal, regulatory strategy, governance, business advisory, and enterprise risk management, with meaningful exposure to senior leadership and firmwide initiatives. The role reports to the Global CCO and will have 2-3 individuals reporting directly to them and has a clear growth trajectory. Candidates must have: • J.D., • Minimum of 6–8 years of legal and regulatory experience, including significant in-house experience at a sophisticated asset manager and ideally also from a top law firm, • Direct experience working on both registered (’40 Act funds, ETFs, RIAs) and unregistered products (private funds, SMAs, other pooled vehicles), • Strong working knowledge of the Investment Advisers Act of 1940 and Investment Company Act of 1940; familiarity with related regulatory frameworks (e.g., NFA, FINRA, AML), • Maintains or is willing to obtain relevant FINRA Series licenses including the SIE, Series 7 and Series 24, • Experience managing a broad compliance team or projects with a strong understanding of both regulatory and trading or guideline compliance, • Strong judgment, executive presence and the ability to provide practical, business-oriented guidance in complex regulatory environments is also required. For experienced regulatory and compliance investment management attorneys seeking a substantive, intellectually sophisticated platform with real strategic influence and growth potential, this is an exceptional opportunity. Responsibilities include supporting the Global CCO in overseeing the firm’s global compliance program across registered and unregistered investment vehicles, including U.S. and non‑U.S. advisory activities, directly shaping and supporting new initiatives and key strategic priorities, as both partner and advisor to the business, serving as a mentor and educator within the Compliance team, and assisting with day‑to‑day compliance matters for investment advisers, registered funds, private funds, and other investment structures. Compensation will consist of a base of $200,000 to $275,000, as well as a discretionary, performance-based annual cash bonus, restricted stock and a full suite of benefits. Hours are manageable and reasonable and the in-office requirement is 4 days a week in the midtown Manhattan office.

Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • Work toward leading or establishing a branch office in a high-growth market Qualifications: • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Clear, confident communication skills and a passion for wealth management Compensation & Growth Path: • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client: • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

Senior Director, Counsel (Securities) - Rapidly Growing Investment Manager Leading asset management organization seeks an experienced securities attorney to serve as a senior legal advisor supporting a sophisticated investment products platform. This role partners closely with executive leadership, business teams, and compliance professionals to provide strategic legal guidance on registered investment products, securities offerings, regulatory matters, and fund operations. The position offers exposure to a broad range of investment vehicles and complex legal and business issues within a dynamic and highly regulated financial services environment. Key Responsibilities • Provide practical, business-oriented legal advice to senior management and internal stakeholders on securities law, regulatory, and investment management matters., • Advise on the structure, development, launch, and ongoing maintenance of registered investment products and related securities offerings, including exchange-traded products, mutual funds, interval funds, and other investment vehicles., • Draft, review, and maintain offering documents, registration statements, shareholder communications, and periodic regulatory filings., • Support product development, strategic initiatives, and business expansion efforts through proactive legal counseling and risk assessment., • Interface with federal and self-regulatory agencies on examinations, filings, inquiries, and other regulatory matters., • Draft, review, and negotiate agreements with custodians, administrators, distributors, transfer agents, authorized participants, and other third-party service providers., • Identify legal and regulatory risks and recommend practical solutions aligned with business objectives., • Coordinate with outside counsel and support process improvements within the legal and compliance functions. Qualifications • Juris Doctor degree and active bar membership in at least one U.S. jurisdiction., • Significant experience advising investment managers, registered funds, financial institutions, or other participants in the asset management industry., • Deep expertise across the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940, Investment Advisers Act of 1940, and related commodities regulations., • Experience managing registered securities offerings, fund governance matters, disclosure obligations, and ongoing regulatory compliance., • Familiarity with SEC, CFTC, FINRA, and NFA regulatory matters within sophisticated in-house and/or law firm environments., • Experience negotiating and advising on fund service provider and commercial agreements., • Prior in-house experience and/or experience at a nationally recognized law firm preferred. Compensation: $300,000 base salary + bonus - Depending on Experience

Our client, a 45-lawyer boutique law firm in Midtown Manhattan, is seeking a Corporate Associate (2–5 years) to join its growing corporate practice. The firm represents closely held businesses, founders, private investors, and hedge fund clients on a mix of transactional, fund-related, and day-to-day corporate matters. This role offers the opportunity to work closely with a senior partner on a wide range of matters including middle-market M&A, private equity-style transactions, and hedge fund and private investment structures. The associate will take on meaningful responsibility from day one, often preparing first drafts of key corporate documents and helping manage transactions and client relationships. The practice combines deal work with ongoing strategic counseling for clients, including hedge funds and closely held companies, making it an excellent platform for an associate who wants to develop a broad corporate skillset while gaining direct partner mentorship. • Hybrid schedule (4 days in office) with an approximately 1800 hour billable target., • Base salary expected to be around $200,000-$300,000, depending on experience. Responsibilities • Support mergers, acquisitions, and private investment transactions, including drafting and negotiating transaction documents, • Prepare first drafts of key deal documents such as asset and stock purchase agreements and related ancillary agreements, • Assist with private fund and investment vehicle formations, including preparation of Private Placement Memoranda, Subscription Agreements, and related documentation, • Draft governance and organizational documents such as operating agreements, side letters, and corporate resolutions, • Support hedge fund and investment manager clients with ongoing corporate and operational matters (e.g., entity formation, subsidiary structures, brokerage relationships), • Assist with financing transactions and related documentation, • Work closely with partners, clients, and advisors to track deal issues and help manage transaction execution Required Qualifications • J.D. with strong academic credentials, • Active bar membership in good standing, • 2–6 years of corporate transactional experience at a law firm or comparable practice, • Experience drafting transaction documents for mergers, acquisitions, or private investment transactions, • Familiarity with private fund structures or fund offering documents (e.g., PPMs, subscription agreements) is strongly preferred, • Finance background (e.g., undergraduate finance major or JD/MBA) is a plus but not required, • Training at an AmLaw or comparable firm preferred, • Strong drafting, analytical, and organizational skills, • Interest in developing a broad corporate practice and taking on increasing responsibility in a lean, collaborative environment If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: and connect with us on , and _. Opportunity Awaits.

Vice President of Finance Location: New York, NY Reports to: CEO & Founder Level: Executive Leadership Role Overview We are seeking a seasoned and strategic Vice President of Finance to lead the financial function of a growing fashion business. This is a critical executive role, reporting directly to the CEO, responsible for shaping the company’s financial strategy, driving long-term growth, and ensuring financial discipline across the organization. The VP of Finance will be a key thought partner to the CEO and leadership team, providing insight, rigor, and leadership as the business scales. Key Responsibilities • Serve as a strategic finance partner to the CEO and executive leadership team, contributing to company-wide decision-making and long-term planning, • Own the overall financial strategy, including forecasting, budgeting, and multi-year financial planning, • Lead all core finance functions including accounting, treasury, tax, and financial reporting, • Deliver timely, accurate financial reporting and insights to support strategic and operational decisions, • Oversee cash flow management, working capital, and capital allocation to support growth and profitability, • Establish and monitor KPIs to drive performance, margin improvement, and operational efficiency, • Partner closely with Merchandising, Operations, Supply Chain, and Sales to support pricing, inventory, and margin strategies, • Lead financial modeling for new initiatives, channel expansion, and investment opportunities, • Ensure strong internal controls, compliance, and risk management across the business, • Manage relationships with external partners including auditors, banks, and advisors, • Build, lead, and develop a high-performing finance team, setting best-in-class processes and standards Qualifications & Experience • Extensive senior-level finance leadership experience, Experienced in working in multi-channel retail business is a must., • Proven track record in a VP of Finance, Finance Director, or similar executive role, • Deep expertise in financial planning, analysis, and reporting within a fast-paced, growth-oriented environment, • Strong understanding of inventory-driven businesses, margin management, and working capital dynamics, • Experience partnering directly with a CEO and board-level stakeholders, • Exceptional analytical, strategic thinking, and problem-solving skills, • Hands-on leadership style with the ability to operate at both strategic and operational levels, • Experience navigating scale, complexity, and change within an evolving organization What We’re Looking For • A confident, credible finance leader with strong executive presence, • Someone who can balance financial rigor with commercial agility, • A proactive leader who anticipates challenges and drives solutions, • A trusted advisor who can influence across functions and at the highest levels Salary: $195,000+

Job Description Role Details Job Title: Customer Success Manager Recruiting Manager: Vice President Customer Success Department: Customer Success Hours / Base: Full-time / US / Remote Role Specification Role Purpose: Unifyr is looking for an individual to join our Customer Success team. The Customer Success Manager serves as a strategic trusted advisor and program owner for a portfolio of Unifyr clients, driving measurable business outcomes, platform adoption, and long-term customer value. This role combines strategic relationship management with tactical execution to ensure customers achieve their business objectives while maximizing platform ROI. The ideal candidate is a consultative partner who can navigate complex organizational structures, identify growth opportunities, and orchestrate cross-functional resources to deliver exceptional customer experiences that drive retention, expansion, and advocacy. Role Responsibilities: Strategic Account Management • Own end-to-end customer relationships for assigned portfolio, serving as the primary strategic point of contact, • Develop and execute comprehensive annual Customer Success plans aligned with clients' business objectives and KPIs, • Conduct executive-level quarterly business reviews, presenting ROI analysis, success metrics, and strategic roadmaps, • Navigate complex customer organizational structures to build relationships with C-level executives and key stakeholders Customer Value Realization & Growth • Drive maximum platform adoption and feature utilization to ensure customers realize full value from their Unifyr investment, • Proactively identify and present expansion opportunities, collaborating with sales teams to drive upsell and cross-sell initiatives, • Lead renewal strategy and execution for assigned accounts, maintaining high retention rates and identifying expansion opportunities, • Monitor customer health metrics, usage data, and success indicators to predict and prevent churn risks Strategic Program Execution • Facilitate cross-functional collaboration with Product, Engineering, and Support teams to address customer needs and influence product roadmap, • Develop and communicate customer success stories and case studies to drive broader platform advocacy, • Business Impact & Analysis, • Analyze customer usage patterns, business metrics, and success indicators to develop actionable insights and recommendations, • Translate customer business challenges into platform solutions, mapping Unifyr capabilities to specific customer outcomes, • Identify risks to customer goal achievement and develop mitigation strategies with internal stakeholders, • Maintain comprehensive account documentation and insights in Vitally and other business systems Thought Leadership & Best Practices • Evangelize Unifyr capabilities across customer organizations, positioning the platform as a strategic business enabler, • Share customer success insights and best practices across the broader Customer Success team, • Contribute to the development of customer success methodologies and playbooks What you offer Experience & Education • Bachelor's degree or equivalent combination of education and experience, • 3-5years of customer success, account management, or consulting experience in B2B SaaS environments, • Experience leading customer renewals, expansions, and complex strategic initiatives Strategic & Analytical Skills • Strong business acumen with deep understanding of sales, marketing, and customer service processes, • Demonstrated ability to analyse complex business challenges and translate them into actionable solutions., • Experience developing and presenting ROI analyses, business cases, and strategic recommendations to executive audiences, • Proficiency in CRM systems (Salesforce), analytics platforms (Looker), and customer success tools Relationship & Communication Excellence • Exceptional executive presence with proven ability to facilitate C-level meetings and strategic workshops, • Outstanding written and verbal communication skills with ability to navigate conflict and foster productive dialogue, • Demonstrated success building trust-based relationships across complex organizational structures, • Strong presentation skills with experience delivering compelling business presentations to diverse audiences Operational Excellence • Ability to manage multiple strategic accounts simultaneously while maintaining attention to detail, • Proven ability to work effectively in fast-paced, dynamic environments with competing priorities, • Experience leading cross-functional initiatives and orchestrating resources across multiple teams, • Strong project management capabilities with track record of driving initiatives to successful completion Preferred Qualifications • Previous experience with channel management, partner enablement, or marketing automation platforms, • Background in management consulting, professional services, or strategic advisory roles, • Experience in high-growth SaaS companies or enterprise software environments, • Proven track record of consistently exceeding renewal and expansion targets Strictly no agencies.

Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks Bachelor's degree and 3+ years of experience as in Client Support and Office Management in a fast-paced setting.

Job Description Executive Assistant – Growing Private Investment Firm $135,000 – $155,000 base DOE + Discretionary Bonus + Top-Tier Benefits A high-performing private investment firm is seeking a proactive, detail-oriented Executive Assistant to support a Managing Director and 2 Vice Presidents. This is a true partner role within a fast-paced office that prides itself on a collaborative, close-knit, and collegial culture. You will join a top-tier administrative team to manage events, conferences, and office logistics. The ideal candidate has a forward-thinking mindset—someone who can stay three steps ahead of a busy executive and execute with precision in a fast-paced environment. Location: Midtown West, New York — Onsite (5 days/week) Hours: 8:30 AM – 6:00 Key Responsibilities • Executive Support: Provide high-level support to the MD and VPs, acting as a gatekeeper and primary liaison for internal and external stakeholders., • Complex Coordination: Manage ever-changing calendars and coordinate extensive domestic and international travel across multiple time zones., • Meeting Logistics: Prepare materials, coordinate agendas, and ensure the MD is fully briefed and prepared for all high-stakes meetings., • Team Collaboration: Partner with the existing EA team to manage office operations, plan team events/offsites, and maintain a professional office environment., • Financial Admin: Prepare and process detailed expense reports with accuracy and urgency. The Ideal Candidate • Experience: 5+ years of EA experience, specifically within financial services (Private Equity, IB, VC) or a similarly demanding professional services environment., • Communication Style: Direct, professional, and poised. You should be comfortable screening calls and representing senior leadership., • Proactive Mindset: A natural problem-solver who operates with a high sense of urgency and precision without needing constant direction., • Team Player: Someone who thrives in a close-knit group and is happy to "roll up their sleeves" to help the broader team and office. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Job Description Executive Assistant to Fantastic IR Team – Investment Firm A wonderful investment firm is seeking a high-caliber, proactive Executive Assistant to support their Investor Relations Team. This is a unique opportunity to join a company that is known for its incredible culture, exceptional benefits, team-building events, and a supportive environment. $140,000 – $190,000 DOE + discretionary bonus + top-tier benefits New York, NY | Hybrid (4 days in-office / one day remote ) | Typical Hours: 8/9am-6pm ET. Responsibilities include (but not limited to) • Complex Calendar Management: Proactively manage intricate calendars across multiple time zones for the team., • Travel Coordination: Arrange complex, multi-leg domestic and international travel itineraries, including accommodations, car services, and visas for all conferences., • Investor Liaison: Serve as a professional point of contact for investors and potential stakeholders., • Meeting Logistics: Coordinate high-stakes internal and external meetings, including materials preparation and catering., • Expense Management: Prepare and process detailed expense reports in a timely manner., • Ad Hoc Projects: Support the team on special projects and initiatives., • Investor Communication: communicating/coordinating with investors on behalf of the team. Ideal Candidate • 5+ years of Executive Assistant experience; direct experience within Investor Relations, • Proactive Mindset: Ability to stay five steps ahead of a busy team, • Technical Proficiency: Expert-level skills in MS Office, • Professionalism: High level of professionalism and discretion when handling confidential firm and investor information. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Job Description Executive Assistant/Office Coordinator– Global Investment Firm A prestigious global investment firm is seeking a polished and proactive Executive Assistant/Office Coordinator to join their New York team. This role supports a high-performing group of professionals that value their EA and the work they do. The ideal candidate is someone who thrives in a professional, team-oriented atmosphere, and can really anticipate needs. Location: Midtown East, in office Monday-Friday Hours: 8:00am–5:00pm Compensation: $100k-115k DOE + discretionary bonus + exceptional benefits Responsibilities include (but aren't limited to): • Executive Support: Manage complex, multi-time zone calendars and facilitate meetings by preparing all necessary documents and briefing materials., • Travel Coordination: Arrange intricate domestic and international travel, including itineraries and visa processing., • Administrative Management: Proactively handle emails and correspondence; manage detailed expense reports and reimbursement processes., • Office Operations: Support the office with daily operations, including meeting and greeting clients/investors, managing conference room logistics, ordering catering for meetings, and ensuring kitchen and office supplies are fully stocked., • Stakeholder Interface: Act as a professional point of contact for the building’s reception and external guests, • Ad Hoc Support: Assist with printing and any projects required to ensure the New York office runs seamlessly. Ideal Candidate • Experience: 4+ years of EA experience, ideally within finance or professional services., • Culture Fit: You are reserved, detail-oriented, and highly observant. You understand the pace of finance and can match the energy of a sophisticated investment team., • Mindset: A "no task too big or too small" attitude. You are a flexible team player who enjoys being the backbone of an office and collaborating closely with other assistants., • Skills: Advanced proficiency in Microsoft Outlook and the MS Office Suite; highly articulate in both written and verbal communication., • Attributes: Poised under pressure, exceptionally organized, and able to work autonomously with limited guidance. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Executive Assistant – Global Private Equity Firm $125,000–$135,000 Base DOE + Discretionary Bonus + Outstanding Benefits A world-renowned global private equity firm is seeking an exceptional Executive Assistant to join its high-performing Midtown Manhattan office. This is a unique opportunity to partner closely with a senior executive while becoming an integral part of a sophisticated, collaborative, and internationally connected team. The ideal candidate is polished, proactive, and thrives in a fast-paced environment where professionalism, discretion, and relationship management are paramount. With the firm’s strong European presence, fluency in ITALIAN is REQUIRED, as this role will serve as a key liaison across international offices and stakeholders. This firm offers an engaging, team-oriented culture where Executive Assistants are viewed as trusted business partners and valued contributors to the success of the organization. Location: Midtown Manhattan — Fully Onsite (5 days/week) Hours: 8:30/9:00 AM – 5:00 PM Key Responsibilities • Strategic Executive Support: Serve as the primary partner and gatekeeper to a Senior Principal, expertly managing an ever-evolving calendar, prioritizing communications, and ensuring meetings run seamlessly with all necessary materials prepared in advance., • Global Coordination: Coordinate sophisticated domestic and international travel itineraries and logistics across multiple time zones in partnership with the firm’s dedicated travel agency., • Bilingual Business Communication: Leverage professional fluency in Italian to manage communications and correspondence with European offices, investors, and senior stakeholders., • Financial Administration: Handle detailed expense management and reimbursement processes with precision, efficiency, and confidentiality., • Office Operations & Hospitality: Help maintain a polished, first-class office environment by greeting high-profile guests and investors, coordinating conference room logistics and catering, and overseeing office operations and supplies. The Ideal Candidate • Relevant Experience: 5+ years of Executive Assistant experience within private equity, finance, investment banking, or another fast-paced professional services environment., • Italian Fluency: Native-level or professional fluency in Italian (spoken and written) is required., • Executive Presence: Highly polished, articulate, and emotionally intelligent with the ability to navigate senior-level interactions with confidence and professionalism., • Operational Excellence: Exceptionally organized, detail-oriented, and calm under pressure with a natural ability to anticipate needs and solve problems proactively., • Team-Oriented Mindset: Thrives in a collaborative, team-oriented culture and enjoys being part of a close-knit, high-performing administrative team. This is an outstanding opportunity for an experienced Executive Assistant looking to join a globally respected firm where their contributions will be highly visible, deeply valued, and instrumental to the success of the business. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Job Description Executive Assistant | Prestigious Investment Firm $135,000 – $150,000 base DOE + Discretionary Bonus + Exceptional Benefits A leading private investment firm is seeking a high-performing Executive Assistant to support a Managing Director and two Vice President’s in a dynamic, fast-paced environment. This is far more than a traditional support role — it’s an opportunity to become a trusted right hand and strategic partner within a collaborative and highly respected team. Known for its collegial culture and top-tier leadership, the firm offers the chance to work alongside driven professionals in an environment that values excellence, initiative, and teamwork. You’ll join a wonderful administrative team and play a key role in keeping senior leadership operating at the highest level while helping drive office culture, events, and operations. The ideal candidate is proactive, solutions-oriented, and thrives in finance — someone who anticipates needs before they arise, stays several steps ahead, and brings a calm presence to every interaction. Location: Midtown West, NYC — Fully Onsite (5 days/week) Hours: 8:30 AM – 6:00 PM What You’ll Do • Serve as a trusted partner to the MD and VPs, managing priorities in a high-volume, ever-evolving environment, • Own complex calendar management and coordinate intricate domestic and international travel across multiple time zones, • Prepare executives for high-level meetings by managing agendas, materials, logistics, and last-minute changes with precision, • Collaborate closely with a best-in-class team on office operations, team events, conferences, and offsites, • Handle expense reporting and administrative processes with exceptional attention to detail and urgency, • Act as a key point of contact for both internal stakeholders and external partners, representing leadership with professionalism and discretion What They’re Looking For • 5+ years of Executive Assistant experience within private equity, investment banking, venture capital, or another fast-paced professional services environment, • A highly organized, resourceful professional who thrives in a demanding, high-expectation setting, • Strong business judgment, excellent communication skills, and the confidence to interact with senior executives and clients, • A proactive mindset with the ability to anticipate needs, solve problems quickly, and execute flawlessly, • A collaborative, team-first attitude with a willingness to jump in wherever needed This is an exceptional opportunity for someone who enjoys being at the center of a fast-moving business and wants to join a firm where Executive Assistants are viewed as true partners to leadership. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Job Description Executive Assistant – Premier Private Equity Firm $100,000–$140,000 Base DOE + Discretionary Bonus + 100% Employer-Paid Benefits A highly respected and collaborative Private Equity firm in Midtown is seeking an exceptional Executive Assistant to support two senior leaders in a dynamic, fast-paced environment. This is a standout opportunity to join a firm known for its unparalleled culture, team-oriented mindset, and genuine investment in its people. The administrative team is regarded as an essential strategic partner to the business, operating with a true “all hands on deck” philosophy and a collegial, close-knit atmosphere. The firm is seeking a polished, proactive professional who takes pride in delivering best-in-class support and thrives in a high-performing yet deeply supportive environment. Location: Midtown Schedule: Fully onsite Monday–Friday | 9:00 AM – 5:30/6:00 PM Key Responsibilities • Executive Partnership: Provide sophisticated, high-level support to two senior executives, managing complex and ever-changing calendars, meeting coordination, and domestic/international travel arrangements., • Strategic Coordination: Assist with key business initiatives, including recruitment scheduling, project coordination, and Salesforce management., • Presentation & Materials Development: Create and refine polished presentations, reports, and pitch materials using PowerPoint., • Collaborative Team Support: Partner closely with a highly regarded EA team to ensure seamless coverage and operational excellence across the organization., • Proactive Problem Solving: Anticipate executive and team needs, manage special projects, take detailed meeting notes, and help drive efficiency as the firm continues to grow. The Ideal Candidate • Experience: 5+ years of Executive Assistant experience within finance, private equity, investment banking, or a similarly fast-paced professional services environment., • Team-First Mentality: A proactive, adaptable professional who enjoys both high-level executive support and pitching in wherever needed., • Exceptional Judgment: Demonstrates discretion, professionalism, and a strong understanding of confidentiality., • Highly Organized & Detail-Oriented: Operates with a strong sense of ownership, urgency, and commitment to excellence. This is an incredible opportunity for an Executive Assistant seeking a meaningful partnership with senior leadership, and the chance to be part of a truly exceptional team culture. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

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

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. Experian invests in people and new advanced technologies to unlock the power of data. We have an amazing team of 25,200 people in 32 countries. Job Description We are looking for a strategic and commercially minded Senior Director, Finance Business Partner to support the Global Chief Technology Officer (GCTO) organization within Technology & Innovation (T&I). You will be a trusted advisor to senior technology leadership, guiding financial strategy, investment governance, cost optimization, and performance management across a complex global technology landscape. You will partner with technology organizations, promoting data-driven decision-making while balancing innovation, risk management, and value creation. This is a hybrid role out of the New York City office. You will report to the Head of T&I Financial Management. You'll have the opportunity to: Strategic Partnership • Be the lead finance partner to the Group Chief Technology Officer (GCTO) and the T&I senior leadership team., • Shape and influence the financial strategy for global technology investments, including infrastructure, cloud, platforms, data, and engineering., • Translate business and technology strategies into actionable financial plans and investment roadmaps., • Provide clear, forward-looking insights that drive prioritization and capital allocation decisions. Planning & Performance Management • Lead annual planning, long-range planning (LRP), and rolling forecast processes for the GCTO organization., • Oversee operating expense and capital investment budgets of significant scale and complexity., • Manage KPIs and dashboards that link technology spend to business outcomes and value realization., • Identify risks and opportunities, recommending mitigation and optimization actions. Investment Governance & Value Realization • Drive financial rigor around business cases, ROI modeling, and post-investment tracking., • Establish and enhance governance frameworks for large-scale technology programs and transformation initiatives., • Ensure alignment of spend with priorities and enterprise financial commitments. Cost Optimization & Transformation • Partner with technology leaders to improve cost transparency, benchmarking, and unit economics (e.g., cloud cost management, run vs. change analysis)., • Identify efficiency opportunities while maintaining operational resilience and innovation capacity., • Support transformation initiatives, including automation, modernization, and vendor optimization. Stakeholder Management & Leadership • Present financial insights and recommendations to executive leadership and enterprise finance., • Influence stakeholders including Product, Engineering, Cybersecurity, Infrastructure, Procurement, and Strategy., • Lead and develop a finance team, encouraging a culture of accountability, collaboration, and continuous improvementQualifications, • Bachelor's degree in Finance, Accounting, or related area preferred., • 12+ years of progressive finance experience, including experience supporting technology organizations., • Track record partnering with senior executives (SVP/EVP/C-level)., • Experience in technology finance, capital investment planning and governance, financial modeling and scenario analysis, and large-scale budgeting and forecasting., • Experience translating complex technical concepts into financial insights., • Executive presentation skills. Additional Information Our uniqueness is that we celebrate yours. Experian's people first, inclusive and purpose driven culture is multi award-winning; World's Best Workplaces™ 2025 (Fortune Global Top 25), Great Place To Work™ in 26 countries to name a few. Check out Experian Life on social or explore our Careers Site to understand why. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. Benefits/Perks: • Great compensation package and bonus plan, • Core benefits including medical, dental, vision, and matching 401K, • Flexible work environment, ability to work remote, hybrid or in-office, • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays, • Explore all our exciting benefits here: https://myexperianbenefits.com/

Job Description Join us at MassMutual Metro NY, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom to develop your brand, backed by a firm that prioritizes exceptional client outcomes and fosters a culture of growth and collaboration. We are committed to serving diverse communities with dedication and respect. In this role, you'll provide comprehensive financial planning using our extensive product platform and advanced planning technology. Enjoy some of the highest net payouts in the industry, with personalized coaching and structured mentorship to ensure your success. Your skills in developing investment strategies and protection planning will empower clients to confidently navigate life's uncertainties. If you're ready to make a meaningful impact and advance your career in a supportive, innovative environment, let's build the future of wealth management together. Compensation: $160,000 - $190,000 at plan per year Responsibilities: • Develop personalized financial plans that align with clients' unique goals and aspirations., • Cultivate and maintain strong, trusting relationships with clients, ensuring open communication and ongoing support., • Utilize advanced planning technology to analyze financial data and provide actionable insights., • Collaborate with a team of professionals to deliver comprehensive wealth management solutions., • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice., • Conduct regular reviews of clients' portfolios to ensure alignment with their evolving needs and market conditions., • Educate clients on investment strategies and risk management to empower informed decision-making processes. Qualifications: • Experience in financial planning and investment analysis, with a focus on creating personalized strategies., • Ability to build and maintain long-term client relationships by understanding their financial goals and priorities., • Proven track record of developing comprehensive financial strategies, including investments, retirement, tax efficiency, insurance, and estate planning., • Strong business development and prospecting skills to expand client base and foster new relationships., • Collaborative mindset to work effectively with internal specialists, ensuring comprehensive client solutions., • Commitment to upholding compliance and fiduciary standards in all client interactions., • Life and health insurance license required, with a willingness to pursue additional certifications as needed for career growth. About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Lead Advisor Location: New York, NY Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. We are excited to hire a Lead Advisor to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. You will serve as the relationship lead for clients who enjoy rich, detail-driven discussions about planning, strategy, and portfolio rationale. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment! Who You Are: • You view being an advisor as a calling rather than a profession., • You can translate complex financial and investment concepts in a way that clients appreciate and trust., • You are mission-driven, with a genuine interest in sustainability and aligning financial strategies with client values., • You expect a lot of yourself, are driven to excel and understand that this is your life's work. As a Lead Advisor, you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios. In your new role, you can expect to: • Take ownership of financial planning and investment management., • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests., • Analyze client's income and asset situation; review and update client's financial situation., • Develop and present financial planning recommendations and/or alternatives., • Take a proactive approach to client service and collaboration with colleagues., • Stay up to date with market trends, financial products, and regulatory changes., • Collaborate with other team members to enhance service delivery and client satisfaction., • Occasionally travel to see clients in our Hudson Valley location or in other states. Qualifications for this opportunity include: • Bachelor's degree, • 10 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations, • CFP® required. CFA, CPA, or CIMA preferred., • Series 65 or willingness to obtain, • The ability to build lasting, high trust relationships with clients through exemplary client service, • Strong analytical background in planning, analysis, research, or another technical discipline. Comfort engaging clients at a deeper level., • Very team-oriented, • Strong, adaptive technology abilities, • Intellectual curiosity and passion for our business We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

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: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Client Success is the front line of VTS's retention engine. As a Client Success Manager (CSM), you are the tactical expert who partners directly with commercial real estate teams to ensure they are extracting maximum value from our platform. With the support of powerful data-driven workflows and advanced VTS AI tools, you will own and manage a dedicated portfolio of accounts. You'll act as a core strategic advisor for our users—driving value through high-velocity adoption, and turning daily users into VTS champions. Simply put, when our CSMs succeed, our customers thrive and continue to grow with us. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. What you can expect as a Client Success Manager: This isn't your typical account management role. At VTS, you'll join a high-impact, AI-augmented CS team that's rethinking how modern client success is done. You will: • Own Your Book of Business: Act as the primary point of contact and trusted partner for a dedicated portfolio of accounts, establishing long-term relationships with key stakeholders., • Optimize & Transform Workflows: Lead the charge in helping clients transition from slow, manual processes into streamlined digital workflows within VTS, teaching users how to leverage the platform to accelerate business., • Drive Proactive Account Health: Monitor usage metrics and adoption insights to catch "at-risk" users early, stepping in with targeted proactive outreach., • Execute Retention Strategies: Manage client value realization to secure renewals and collaborate closely with our Sales teams to spot account expansion and upsell opportunities., • Conduct Business Reviews: Lead regular business reviews to align the platform's capabilities with your clients' ongoing operational goals., • Collaborate Cross-Functionally: Work hand-in-hand with Product, Support, and Sales teams to advocate fiercely for client feature requests and directly influence our product roadmap.What Makes You a Great Fit? You're not just looking to execute tasks; you love building relationships, solving complex client problems, and guiding clients toward clear, successful outcomes. You could be a great fit if: • You bring 2–3 years of experience in Customer Success, Account Management, or a similar client-facing role within a SaaS, PropTech, or Real Estate environment., • You are deeply curious, coachable, tech-savvy, and highly adept at mastering and troubleshooting complex digital workflows., • You are a strong communicator who can translate technical concepts into simple, actionable business insights for non-technical users., • You can manage multiple client projects simultaneously while maintaining a sharp attention to detail and hitting your goals in a fast-paced environment.What VTS Values & How We Show It, • 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., • Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more!ABOUT VTS VTS is the only AI-driven technology platform enabling intelligent real estate by unifying industry professionals, investors, and their customers at scale. In 2013, VTS revolutionized commercial real estate leasing operations with what is now VTS Lease. Today, VTS AI is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by the real estate industry globally. 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 the 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 $90,000 and $100,000 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 ta@vts.com Privacy Policy

Job Description WEALTH MANAGEMENT EXECUTIVE SEARCH Relationship Manager – High Net Worth Tax & Family Office Services OVERVIEW A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to join the firm as a Relationship Manager supporting ultra-high-net-worth clients ($25MM–$50MM+). This position offers an exceptional opportunity to transition from the traditional public accounting environment into private industry while maintaining a sophisticated and intellectually engaging tax practice with improved work/life balance. The role involves detailed review of complex individual, gift, trust, partnership, and foundation tax returns, while working closely with an established client base on tax planning, financial management, and family office-related advisory matters. The successful candidate will have the opportunity to work directly with senior leadership and gain exposure to broader family office services and relationship management responsibilities. KEY RESPONSIBILITIES • Review complex individual, gift, trust, partnership, and private foundation income tax returns for ultra-high-net-worth clients, during tax season., • Serve as a trusted advisor and relationship manager to an existing base of HNW and UHNW families regarding tax-related matters and financial management needs., • Assist in providing tax-based planning advice across estate, gift, trust, partnership, and philanthropic structures., • Collaborate directly with the Managing Director and senior leadership on client strategy, planning initiatives, and family office service delivery., • Coordinate with external advisors including CPA firms, attorneys, investment professionals, and other third-party service providers., • Participate in broader family office services and relationship management initiatives while helping to ensure an exceptional client experience., • Maintain awareness of evolving tax legislation and planning opportunities impacting high-net-worth individuals and family entities. QUALIFICATIONS AND EXPERIENCE • 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment., • Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns., • Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters., • Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships., • Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure.

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, • Operate as a bridge to the various platforms that represent the firm’s product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications: • 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, • Strong attention to detail Compensation: 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.

Job Description Location: Remote Job Type: Part-Time Job Reports To: Vice President, Talent Management Travel Expectations: 10%+ travel as business needs About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Learn more at phamily.com. Job/Role Description: At Jaan Health, we build high-performance teams that drive measurable business outcomes. We are seeking a strategic, commercially-minded Recruiter to support and scale hiring across all corporate functions (e.g., Engineering, AI, Product, Sales, Finance, HR, and G&A). This role is designed for someone who goes beyond transactional recruiting—someone who understands how hiring directly impacts company growth, execution velocity, and organizational performance. You will be responsible for owning full-cycle recruiting, managing pipelines end-to-end, and delivering high-quality hires at speed in a metrics-driven environment. Key Responsibilities: Commercially Driven You understand that hiring is a business function, not just a process. You prioritize roles based on business impact, manage pipelines with urgency, and consistently deliver against hiring targets while maintaining a high quality bar. Curiosity & Strategic Thinking You challenge assumptions, ask the right questions, and continuously refine hiring strategies. You are knowledgeable about the market, industry, and talent landscape, bringing insights and advising leaders to improve hiring outcomes. Collaboration & Influence You build strong partnerships with hiring managers and stakeholders, aligning on role requirements, candidate profiles, and hiring priorities. You communicate effectively frequently and influence decisions with data and insight. Execution & Ownership You take full accountability for sourcing, candidate pipelines, candidate experience, and hiring outcomes meeting timeline expectations. You operate with speed, precision, and a bias toward action, while continuously iterating to improve results. You will contribute to the development and execution of growth strategies and operational improvements. Requirements: • 8+ years of full-cycle technical recruiting experience, with a proven track record hiring for complex, hard-to-fill roles across engineering, data, and leadership functions, • Demonstrated ability to act as a strategic talent advisor to senior leaders, influencing hiring decisions, role scoping, and workforce planning aligned to business goals, • Expert-level sourcing capability, including building proactive pipelines, engaging passive candidates, and leveraging multiple channels more than LinkedIn, • Strong business acumen, with the ability to deeply understand technical roles, team structures, and how talent drives product and company outcomes, • Experience building and scaling recruiting processes, including interview design, structured evaluation, and improving quality-of-hire and time-to-fill metrics, • Data-driven mindset, with experience using recruiting metrics and tools (e.g., Greenhouse ATS or similar) to inform strategy, identify gaps, and drive continuous improvement, • Exceptional stakeholder management and communication skills, with the ability to challenge hiring managers, calibrate expectations, and drive alignment in a fast-paced environment, • Proven ability to operate in high-growth or ambiguous environments, balancing speed and quality while building scalable talent pipelines and processes Work Style - "Growth DNA": We are a fast-growing, early-stage company with a bold mission and significant work ahead, every employee at Jaan Health must embody growth company DNA. This means you have proven success in a high-performing environment: high velocity, strong ownership, comfort with ambiguity, resilience, and a true growth mindset. You are both a playbook builder and executor—able to design scalable approaches for today while anticipating what the business will need tomorrow, and then follow through to deliver results. Our expectations are grounded in how we work and lead every day: • Care – You operate with a deep sense of responsibility to patients, clients, and teammates. You understand that caring for patients, people, and the business are inseparable, and you make decisions that support both long-term impact and sustainable growth., • Curiosity – You ask "why," challenge assumptions, and seek better ways of working. You actively learn, test ideas, and pursue solutions that drive meaningful impact—especially when faced with constraints or limitations., • Clarity – You bring structure to ambiguity. You define goals, simplify complexity, and communicate in a clear, direct, and actionable way. You understand that clarity is respect and that simplicity enables scale., • Co-Creation – You collaborate across teams, functions, and partners. You actively seek diverse perspectives and understand that the best outcomes come from integrating ideas across the ecosystem—not working in silos., • Craftsmanship – You are disciplined in execution and committed to continuous improvement. You focus on building high-quality, scalable solutions, balancing speed with precision, and consistently raising the bar. Our Compensation & Benefits • Competitive compensation commensurate with experience, • Medical, dental, and vision coverage for employees and dependents at a nominal cost, • Paid maternity leave, • Paid Time Off: Starting at 12 accrued vacation days/year, up to 9 accrued sick days/year, 12 holidays, and 2 give-back days, • HSA and FSA account options, • 401(k) Eligibility after 6 months of full-time employment; company matches 100% of the first 3% you contribute and 50% of the next 2% you contribute., • Collaborative, mission-driven work environment If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You'll join a smart, humble, and collaborative team dedicated to improving healthcare. Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Strong understanding of investment management, portfolio construction, and financial planning fundamentals Skills: • Experience working with high‑net‑worth individuals and families, • Excellent interpersonal and communication skills with a client‑first mindset Abilities: • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities, • MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress, • Bachelor’s degree required Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description View All Jobs About the Role Updater is seeking a bold, strategic, and results-driven leader to spearhead our corporate development and growth agenda. In this role, you will source and evaluate opportunities that fuel Updater's next stage of growth - including acquisitions, strategic partnerships, and initiatives that expand or enhance existing business lines. You will own the assessment of the market and competitive landscape across priority verticals, serving as a trusted advisor to the executive team. From identifying opportunities through executing and integrating transformative deals, you will ensure Updater capitalizes on the right partnerships and acquisitions that accelerate our strategic vision. This is a unique opportunity to join a rapidly expanding business and to play a major role in shaping Updater's future as a category-leading B2B2C platform with: • A massive TAM across partner, service, and consumer verticals, • Strategic whitespace in high-growth sectors with fragmented competitive landscapes, • Rich data and integration opportunities through our enterprise partnerships, • An executive team aligned on acquisitive growth as a top strategic leverKey ResponsibilitiesGrowth Strategy & Pipeline Development, • Own the long-term corporate development strategy in close partnership with the CEO, CFO, and senior leadership, • Develop a deep understanding of the competitive landscape and emerging business models across our priority verticals, advising the executive team on market opportunities and whitespace plays, • Proactively source, evaluate, and prioritize acquisition and partnership opportunities in priority verticals, leveraging deep industry knowledge and networks, • Build and maintain a robust pipeline of targets, balancing strategic fit, financial return, and integration potential, • Partner with the CEO, CFO, and executive team to align targets with strategic growth initiativesDeal Evaluation & Execution, • Lead all stages of the deal process — from initial outreach and valuation through diligence, negotiation, and closing, • Partner with cross-functional teams (Finance, Legal, Product, GTM) to assess deal synergies, risks, and integration requirements, • Develop and present investment cases and recommendations to the executive team Market & Competitive Intelligence • Continuously monitor market trends, competitive dynamics, and emerging business models in target sectors, • Identify adjacency plays and "build vs. buy" opportunities that can strengthen Updater's competitive position, • Advise GTM teams on strategic business development opportunities Relationship Building & Networking • Build and maintain senior-level relationships across investment banks, private equity, venture capital, and industry operators to enhance deal flow, • Represent Updater as a thought leader in key sectors at conferences, panels, and industry events M&A Integration Leadership • Oversee M&A integration planning and execution for acquired companies to ensure seamless onboarding, value capture, and cultural alignment, • Partner with functional leaders to establish post-close KPIs and monitor acquisition performance against deal theses, • Partner with the Strategic Finance team to model acquisition opportunities, including but not limited to detailed three-statement financial models, revenue and cost synergies, and working capital requirements Requirements • 8+ years of experience in corporate development, M&A, investment banking, private equity, or venture capital, • Strong understanding of Generative AI and Agentic Commerce, • Proven track record of sourcing, structuring, and closing acquisitions in relevant industries, • Deep network of relationships across private equity, venture capital, and corporate dealmakers, • Strong financial acumen, with the ability to build and evaluate complex valuation models and ROI analyses, • Experience leading due diligence, negotiation, and integration in both buy-side and sell-side contexts, • Exceptional strategic thinking with the ability to translate business goals into actionable deal strategies, • Business development experience preferred, • Strong communication and influencing skills; able to articulate deal rationale and value creation opportunities to executives, boards, and external stakeholders, • Empathetic, pragmatic, and collaborative leadership style, • Excellent communication and influencing skills, with the ability to convey strategic value to executives, boards, and external stakeholders, • Experience working with a remote-first team distributed across multiple time zones Compensation This posting is anticipated to remain open until 5/10/26. The new hire salary range for this position is $250,000-$280,000 annually. Factors which may affect the starting pay within this range include skills, experience, and other qualifications aligned with Updater's internal leveling guidelines. About Updater Updater is a leading technology platform helping major brands acquire and retain customers at scale. We are on a mission to power millions of complex transactions through intelligent, autonomous systems. By combining deep integrations, real-world data, and purpose-built AI agents, we're transforming fragmented purchasing workflows into seamless, automated experiences – freeing businesses and consumers from operational friction and enabling a new standard of speed, accuracy, and scale. Updater has raised over $450 million from leading investors, including SoftBank Capital, Vista Credit Partners, IA Ventures, Commerce Ventures, Second Century Ventures (the strategic investment arm of the National Association of Realtors®), and more. For more information, please visit www.updater.com. Updater is proud to be an equal opportunity employer and will consider all qualified applicants regardless of color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, actual or presumed belonging to an ethnic group, or any other legally protected status. If you have a disability or special need that requires accommodation, please let us know. Benefits: The Company offers the following benefits for this full-time position, subject to applicable eligibility requirements: • Medical, Dental, and Vision Insurance, • Flexible PTO, • 13 paid company holidays annually, • Updater Stock Options, • 401(k) with employer match, • Wellbeing Subsidy, • One Medical membership, • Virtual on-demand healthcare through Teladoc and Talkspace, • Flexible spending account (FSA), • Health savings account (HSA), • Supplemental Short & Long Term Disability Insurance, • Supplemental Life Insurance, • Paid Parental Leave