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

Job DescriptionSupporting portfolio optimization and analytics within the investments team. Responsibilities: • Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisions., • Present effective investment and correlated portfolio risks within an enterprise-wide risk and capital modelling framework, • Improve and enrich the quantitative fixed income analytical tools related to asset allocation and portfolio optimization, • Provide quantitative assessment of relative value investment opportunities across market sectors and major risk drivers, • Support the modelling and extension of existing risk and asset allocation frameworks Requirements: • Proven academic success with a degree in a numeric discipline such as finance, mathematics, economics, quantitative analytics, or statistics., • Exposure to fixed income products, bond math, and an interest to deepen this knowledge is required, • Broad knowledge across Investment Grade, High Yield, and Alternative Investment products as well as an understanding of additional asset classes is desired. This experience may come from a combination of academic, job-related, and/or professional certifications (e.g. CFA, FRM), • Comfortable programming one or more of the following data reporting and display languages and tools is required: Python, SQL, Matlab/R, VBA, PowerBI, Tableau For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionJob Title: Debt Capital Markets Investment Banking VP Location: New York About the role: Marathon Capital is looking for a Vice President to join their Debt Capital Markets Team. This VP would have the opportunity to get rare exposure to multiple sides of unique deals across the debt spectrum. They thrive in a fast-paced environment and can handle working on a high volume of transactions. This person will be responsible for the execution of bespoke, private debt transactions focusing on energy, renewables, energy transition, digital infrastructure and more; they will partner with C-suite individuals to source creative capital to finance new acquisitions in hard-to-bank technologies such as carbon capture, storage and hydro. As a member of a smaller team, this individual is seeking a collaborative environment and is looking to absorb new information while using their previous knowledge of credit, business development and financial modeling. Key Responsibilities: • Responsible for leading the execution of debt advisory mandates, including structuring, terms and pricing of recourse and non-recourse financing, • Lead the execution process through completion of due diligence, negotiation of legal documentation and closing, • Responsible for analytical work and financial modeling both for debt capital structuring and Sponsor return optimization, • Responsible for supervising and reviewing junior bankers and provide guidance on their work product, • Supports new business development, debt capital raising and other capital-related strategic initiatives, • Lead research efforts to (a) maintain an accurate and up to date database of relevant and comparable market transactions, and (b) design initiatives around new sectors and debt structures, • Create presentation materials (e.g. decks, CIMs, teasers, etc.) and communications that are sent to investors; collaborate with finance counterparties and legal counsel during the structuring and execution of investment opportunities and capital market transactions, • Support the training and education of other junior bankers on debt financing structures, including terminology, market debt sizing mechanics, financial modeling etc., • Attend and present at relevant infrastructure and energy conferences for purposes of networking and business developmentSkills & Qualifications:, • Bachelor’s degree in Accounting, Economics or Finance preferred, • 6+ years of experience, • Demonstrated financial acumen and experience developing and building complex financial models using Microsoft Excel, • Highly analytical and detail oriented, • Has a strong understanding of credit and credit training, • Clear and confident oral and written communicator, • Strong public speaking skills, • Has a strong understanding of credit markets, including bonds, loans, benchmarks (SOFR, Treasuries), and rates Equal Employment Opportunity Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns. Powered by JazzHR VwGJIV2oUs

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

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Private Capital Advisory, Director or Managing Director We are seeking an experienced Secondaries Banker to join our Private Capital Advisory team as a director or managing director reporting to the Head of the Private Capital Advisory group. The successful candidate will be responsible for helping drive business growth, cultivating client relationships, and providing strategic guidance to our clients. The two business lines within CastleOak Private Capital Advisory (PCA) are Secondaries Advisory and Fundraising for Private Funds. CastleOak aims to become a leading secondaries advisor by focusing on providing strategic advisory services to sponsors across a variety of portfolio and fund management objectives, advising limited and general partners on liquidity solutions for their portfolios, and being an intermediary for innovative capital and liquidity solutions for private markets issuers and investors. The ideal candidate will have 4 plus years of experience as a Secondaries Banker, have executed numerous GP-Led and or LP-Led transactions, and possess a healthy rolodex of GP relationships. Candidates for the position must possess prior experience in secondaries advisory. Experience in other investment banking disciplines prior to secondaries advisory is a plus. The job requires the ability to manage multiple projects under time constraints, interact effectively with clients, and drive strategic outcomes. Responsibilities: • Provide comprehensive liquidity solution services on GP-Led and LP-Led transactions for sponsor and LP clients., • Advise and execute liquidity solutions for GPs and LPs in private capital funds., • Understand and manage the valuation process on private company portfolios., • Collaborate with CastleOak's M&A team., • Manage GP and Counsel engagement., • With counsel, manage fund documentation due diligence process., • Provide expert product and market content as a trusted advisor to clients., • Possess and further cultivating a deep understanding of fund strategies., • Embrace a culture of collaboration and teamwork., • Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners., • Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence., • Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments. Required Qualifications: • Bachelor's degree, • Minimum of 4 years of secondaries banking experience, • Proven track record of success, • Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments., • Mastery of GP-Led liquidity solutions, • Demonstrable track record of building long-term client relationships., • Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience., • Self-starter with the ability to work effectively as part of a team., • Confident and self-aware with excellent interpersonal and communication skills, both written and verbal, • Personal and professional integrity of the highest order, • Series 63, SIE, and 7 or 79 licenses, or willingness to obtain within 3 months Location: New York Salary Range: Director $180,000-225,000; Managing Director $200,000 -$300,00 % Travel: 30-50% Work type: Full‐time, hybrid All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

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

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

Job DescriptionAbout Flexport: At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Senior Finance Manager, Omnichannel Fulfillment The Opportunity: Flexport's omnichannel fulfillment business is one of the company's most important and fastest-growing strategic pillars. With more than 3 million square feet of warehouse space across five fulfillment centers — and rapid expansion ahead — we're building a best-in-class network to help brands scale and meet customer expectations in the U.S. As senior finance manager for omnichannel fulfillment, you'll be the finance leader helping to define, measure and accelerate this growth. You won't just manage budgets — you'll help shape the future of how customers' products flow through our network, maximize return on investment for new fulfillment assets and technology, and identify bold opportunities for efficiency and automation. You'll partner directly with operations, technology, product and sales leaders to push beyond incremental improvements and help us build the most efficient and scalable fulfillment network in the industry. This is a unique role for a strategic finance leader with strong analytical horsepower who thrives in complex, operationally intensive businesses. You'll lead a small finance team, work regularly on-site at our fulfillment centers to understand the business firsthand, and operate with autonomy to challenge the status quo. The role also offers significant opportunities for career growth, both within the fulfillment business and across Flexport more broadly. You will: • Lead financial strategy and execution for Flexport's U.S. fulfillment business, directly supporting a 3 million-plus square-foot warehouse network across five facilities., • Partner across operations, technology and sales to achieve higher financial and operational performance targets, driving visibility, accountability and results., • Identify and implement automation and AI-enabled financial tools to improve forecasting, reporting and decision-making at scale., • Own complex modeling for network expansion, real estate, ROI/ROIC and last-mile strategy — helping to shape Flexport's long-term fulfillment footprint., • Drive efficiency by challenging existing processes and evaluating automation and network optimization opportunities., • Act as a trusted advisor and thought partner to senior executives on strategic investment decisions., • Lead and grow a high-performing finance team, setting the vision and creating pathways for career development., • 8+ or more years of experience in finance, strategy, consulting or operations, with exposure to complex, fast-scaling environments. Prior experience in fulfillment, warehousing, logistics or other operationally intensive industries is a strong plus., • Exceptional analytical, quantitative and financial modeling ability; you love digging into data and building insights and cases that drive decisions., • A track record of going beyond FP&A — shaping and influencing both financial outcomes and operational strategy., • Demonstrated success working across functions and influencing without direct authority. You know how to push the business without losing alignment., • A builder's mindset: comfort with ambiguity, curiosity to challenge the status quo and the creativity to design smarter, more automated solutions., • A relentless drive for excellence. You thrive in high-stakes, high-growth environments and bring both detail orientation and big-picture vision., • Strong communication and executive presence — able to distill complexity into clarity for senior stakeholders. #LI-onsite The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the posting's respective region. Our salary ranges are determined by role, level, and location. Within the range displayed, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education and / or training. The US base salary range for this position (this does not include bonus, equity and benefits):$155,000—$194,000 USDCommitment to Equal Opportunity At Flexport, our ability to fulfill our mission of making global commerce easy and accessible relies on having a diverse, dedicated and engaged workforce. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, physical and mental disability, health status, marital and family status, sexual orientation, gender identity and expression, military and veteran status, and any other characteristic protected by applicable law. Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. By submitting your application, you are agreeing to our use and processing of your data as required. Please see our Privacy Notice available at for additional information.

Job DescriptionAbout the Job We are excited to announce that Raine is hiring a highly motivated Sr. Analyst / Associate with a demonstrated track record to join its Private Capital Markets (PCM) team. This new team member will be an integral part of Raine’s merchant banking platform and will work closely with Raine’s corporate clients and portfolio companies to develop, structure, and implement innovative and customized financing solutions to meet their capital needs and strategic objectives. A successful candidate will be process oriented and focused on driving results. Raine PCM is deeply integrated across both the advisory and principal investing businesses of Raine on a global basis. The team provides many traditional investment banking experiences (managing client relationships and working with them to develop strategic and tactical financing plans), while navigating the ever-changing global capital markets. Raine is comprised of many industry-focused experts, which work closely with Raine PCM to provide relevant market insight, product creativity, and execution expertise to corporate clients and portfolio companies. These solutions include private and public equity and equity-linked securities; secondary share sales and repurchases; and other customized financing packages. When clients need capital, Raine PCM responds with market judgments and ingenuity. Whether executing an equity private placement, a debt offering or a sale of a control equity stake, Raine PCM integrates Raine’s product and industry expertise to provide a roadmap of alternatives, offering clients seamless advice and sophisticated solutions. Raine PCM helps to originate, structure, and execute public and private placement of equity and debt products. The group provides fresh ideas directly to C-suite decision makers, earning the role as trusted advisor at the most important times in a company’s lifecycle. Raine’s NY office is looking for a highly motivated Sr Analyst / Associate to join Raine PCM.Requirements include: • 2+ years of experience in Investment Banking or Global Capital Markets., • Bachelor’s degree required., • Series licensing or must obtain.You are / have / can:, • An ability to manage multiple projects with an extraordinary level of attention-to-detail, and interest in solving complex problems through experience and market-based expertise;, • Provide complicated financial analysis, and develop appropriate corporate finance solutions;, • A high level of motivation and commitment to working hard, along with a deep intellectual curiosity;, • A team-first attitude with a desire to develop junior team members;, • Strong written and verbal communication skills;, • Commercial instinct and ability to perform under pressure and tight deadlines;, • Interested in developing a career in Capital Markets;

Job Description:\n\nDescription: Title: Senior Director of Litigation Unit: Litigation, U.S. Program Division Center Background: The Center for Reproductive Rights is a global human rights organization working to ensure that reproductive rights are protected in law as fundamental human rights worldwide. With offices in New York City, and Washington, D.C.; Nairobi, Kenya; Bogota, Colombia; and Geneva, Switzerland, the Center is a non-profit, non-partisan organization changing law and policy throughout Africa, Asia, Europe, Latin America and the Caribbean, and the United States. Our 270+ diverse professionals are committed to advancing the Center’s human rights mission through game-changing litigation, legal policy, and advocacy work. This has powered the Center’s exceptional growth to an operating budget of over $67 million and won the respect of law firms in countries around the world. Our global pro bono network includes over 3,000 lawyers across 6 continents, 64 countries, and 130 law firms. Last year, law firms contributed over $35 million USD in pro bono legal services. The Center’s Strategic Plan sets a high mark for impact: By 2030, half of the world’s population will be living under stronger protections for reproductive rights than they were in 2020. The Center has a record of success to back up this ambitious goal. Since our founding in 1992, the Center has transformed how reproductive rights are understood and applied by courts, governments, and human rights bodies worldwide on issues including maternal health, abortion, assisted reproduction, and adolescent sexual and reproductive health and rights. We have won groundbreaking cases before national courts, U.N. Committees, and regional human rights bodies. The Center has also led development of historic, proactive legislation advancing robust protections for reproductive rights. It has built the legal capacity of women’s rights advocates in more than 65 countries and counting. To learn more about the Center, please go to The Job: In the midst of an escalating assault on reproductive freedom in the United States, the Center for Reproductive Rights is seeking a bold, strategic, and visionary litigator to lead its U.S. Litigation team. The Senior Director of Litigation sets the strategic vision for the Center’s litigation efforts nationwide and ensures alignment with broader institutional goals. Reporting to the Chief Program Officer, U.S. Division, the Senior Director works closely with cross-functional leaders in Policy and Advocacy and Corporate Engagement to drive an integrated strategy that secures lasting legal protections and prevents regression across the reproductive rights landscape. As the head of the Litigation Unit, a team of 27 professionals, including 23 attorneys, the Senior Director is responsible for ensuring high-quality legal execution and internal coordination. This includes overseeing case development and implementation, translating strategic goals into impactful litigation, and ensuring the team’s legal work is timely, coordinated, and rigorous. The Senior Director also provides unified leadership across the Litigation Unit’s internal structure, directly supervising senior leaders and cultivating an inclusive, transparent, and accountable team culture. They are responsible for fostering alignment across workstreams, providing guidance to team leaders, and ensuring that staff are well-supported in their growth, collaboration, and contributions. A core component of the Center’s litigation model involves partnering with leading law firms, corporate legal departments, and other pro bono allies. In collaboration with the Center’s internal pro bono team, the Senior Director will steward and grow a robust network of pro bono partners, expanding capacity, deepening expertise, and extending the reach of the Unit’s litigation docket. Finally, the Senior Director plays a key role in external engagement, serving as a visible leader and spokesperson for the Center’s litigation work. They will represent the Center in courtrooms, coalitions, donor briefings, media opportunities, and other public forums, helping to elevate the Center’s visibility and cultivate support for its mission. This position requires approximately 35% travel. This position will be based in the Center’s New York City headquarters in a hybrid model of 3 days in-office, 2 days working-from-home. Primary Responsibilities: Strategy Development The Senior Director of Litigation is responsible for developing and executing a bold and effective litigation strategy to advance reproductive rights and justice across the United States. They will ensure that the Litigation Unit’s work is grounded in legal excellence, responsive to emerging threats and opportunities, and advances the Center’s broader long-term strategic goals. The Senior Director will collaborate with the Chief Program Officer, U.S. Division, to ensure cohesion across the Division’s integrated strategy and will work closely with leaders of the Policy and Advocacy and Corporate Engagement teams to maximize the Center’s impact. Serve as a key strategic advisor to the Chief Program Officer and an active member of the U.S. Division leadership team. Contribute to cross-divisional priority setting, high-level decision-making, and long-term planning. Lead the development of an ambitious, impactful, and cohesive state and federal litigation strategy to secure legal guarantees for reproductive rights, prevent regression, and advance the Center’s integrated U.S. Division strategy. Drive strategic thinking and innovation by setting long-term goals, fostering a culture of experimentation, and translating complex ideas into actionable litigation strategies responsive to changing legal and political conditions. Collaborate with fellow senior leaders across Corporate Engagement and Policy and Advocacy Units to ensure that each team’s work is strategically aligned and mutually reinforcing. Identify timely opportunities for coordinated action on high-impact issues and in key jurisdictions, bringing forward bold and creative ideas that maximize the Center’s overall impact. Represent the Litigation Unit in division-wide and organization-wide strategic planning forums, offering insights that reflect both deep subject matter expertise and a broad, cross-functional perspective. Program Execution The Senior Director is responsible ensuring that the Unit’s work is carried out with excellence, coordination, and urgency. They are accountable for translating strategic goals into impactful legal action, overseeing the quality, timeliness, and effectiveness of the team’s litigation activities. Ensure that litigation activities are aligned with the Division’s integrated strategy and reflect the Center’s long-term vision and values. Provide strategic input on case development, litigation priorities, and related non-litigation work, in coordination with senior leaders. Effectively execute annual and multi-year plans, while adapting to changing external conditions and emerging priorities. Oversee development and management of Unit budget. Track progress toward programmatic goals and ensure clear lines of accountability across the team. Identify gaps, risks, or areas where course correction is needed, and guide timely, strategic adjustments and prioritization. Lead and participate in coordinated rapid response efforts to legal and political developments by working with internal teams to take timely, strategic, and effective action in response to crises and opportunities. Stay abreast of U.S. legal developments and regularly brief the Chief Program Officer and CEO, and the Center leadership on jurisprudential developments, emerging risks, opportunities, and their implications for the Center’s strategy and operations. Proactively elevate issues through the appropriate channels from the Litigation Unit to the Chief Program Officer and CEO, ensuring they receive timely and regular updates to support effective decision-making. Lead and contribute to the preparation of high-quality materials and updates on litigation work for the Chief Program Officer, CEO, Board of Directors, and other senior stakeholders, including in advance of meetings and events. People Management The Senior Director will provide unified leadership for the Litigation Unit, fostering a cohesive and aligned team while directly supervising senior leaders who manage distinct teams and workstreams. The Senior Director is responsible for ensuring these leaders have the guidance, resources, and feedback needed to succeed, while cultivating a strong, inclusive team culture grounded in transparency, accountability, and collaboration. This role calls for someone who can address challenges proactively and create an environment where staff feel supported and able to thrive. Recruit, develop, and performance manage a diverse, high-performing Unit Leadership Team. Ensure all lawyers in the Unit comply with applicable ethical and practice rules. Address personnel or operational challenges with transparency and care, supporting a problem-solving culture and timely resolution of issues. Inspire commitment and build high-performing teams by developing staff, mentoring future leaders, and fostering a results-oriented culture grounded in clear direction and accountability. Cultivate an inclusive Unit that values open communication, shared ownership of successes and setbacks, and a commitment to professional growth, equity, and well-being. Communicate with clarity and purpose, share decisions transparently, and build strong relationships internally and externally, including across lines of authority, through emotional intelligence, strategic foresight, and interpersonal savvy. Model the Center’s core values (global inclusivity, integrity, impact, and excellence) with self-awareness and a steady, non-reactive presence. Demonstrate humility, learn from experience, and lead with confidence and composure. Pro Bono Relationships Pro bono partnerships are a vital component of the Center’s litigation model, enabling the Unit to expand capacity, deepen expertise, and broaden its reach across jurisdictions. The Senior Director of Litigation will maintain and strengthen relationships with leading law firms, corporate legal departments, and other pro bono partners to ensure these collaborations are effectively scoped, strategically aligned, and meaningfully integrated into the Unit’s docket. Cultivate new relationships with law firms, legal departments, and other potential pro bono collaborators to expand the Center’s capacity, extend the reach of its legal strategies, and deepen impact across jurisdictions. Serve as the lead point of contact for high-value pro bono relationships, including managing firm assignments, resolving challenges, and coordinating with Development and Communications to highlight impact and strengthen donor engagement. Partner with the Center’s pro bono team to identify, scope, and integrate pro bono support across the Litigation Unit’s active and prospective cases, ensuring alignment with strategic priorities, effective delegation, and timely communication with external partners. External Engagement Lead the Litigation Unit’s external-facing strategy and represent the Center with a range of stakeholders, including clients, donors, coalition partners, the media, and the broader legal and advocacy communities. The Senior Director will be a key voice for the Center’s litigation work and play a critical role in enhancing the Center’s visibility and strengthening external partnerships. This requires approximately 35% travel for court appearances, in-person meetings, conferences, retreats, and events. Represent the Center and our litigation work in external coalitions, at public events, and in strategic partnerships, elevating the Center’s visibility and leadership in the field. Ensure key external relationships critical to the success of the U.S. integrated strategy are developed and well-managed to support strategic alignment, collaboration, and information sharing. Build and maintain relationships with local and diverse community-based partners, particularly those serving or led by historically marginalized groups. Ensure the Litigation Unit’s external messaging is aligned with the Center’s integrated strategy and organizational values. Serve as a spokesperson for the Center’s litigation work in media engagements, and, when appropriate, prepare other Center spokespeople for their own media appearances. Contribute to the development and review of external communications materials, including press releases, media advisories, public statements, and website content. Participate in donor-facing meetings. Ensure timely, strategic, and accurate reporting on the Litigation Unit’s work for funder proposals, grant reports, and donor briefing materials. Compensation: The annual salary for this position is $245,000. This salary will be subject to a downward locality adjustment if future authorization is granted to work outside the location listed in this posting. Union Status: This position is non-union. FLSA Exempt Status:?Exempt. Job Band: Senior Director (S11) Benefits:Health: The Center provides a comprehensive health insurance plan with no in-network deductible and best-in-class reproductive healthcare coverage, including infertility. The Center also offers Dental and Vision coverage. Well-being: The Center offers resources to help prevent and recover from burnout through different programs that enable mental, physical, and community well-being. The Center provides generous leave, including paid parental leave, personal days, vacation, and sick leave. We are closed the last week of December to allow staff to spend winter holiday time with their loved ones. Investment: After the first year of employment, the Center will contribute 7.5%* of your annual salary to a 401(k) (*applicable only in US and Kenya). Commitment to Diversity, Equity, and Inclusion The Center is committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage people from all communities to apply. If you are excited about this role but unsure about whether your experience aligns with the job description, we encourage you to apply. You may be the right candidate for this or other roles. To learn more about the Center’s commitment to Diversity, Equity, and Inclusion, please visit Diversity, Equity and Inclusion | Center for Reproductive Rights. Center policy on visa sponsorship for U.S.-based positions: Applicants for employment in the U.S. must have valid work authorization that does not now and will not in the future require sponsorship of a visa for employment authorization in the U.S. by The Center for Reproductive Rights. Requirements: 20+ years of professional experience with at least 15 years in the active practice of law, and at least 10 ye

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 5+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Account Executive, SMB Location: Hybrid in New York City (3 day in-office requirement) Qualifications: • 2+ years of full-cycle sales experience in SaaS, fintech, or B2B environments (experience managing inbound flow is a plus)., • Proven ability to hit and exceed quota in high-velocity sales roles., • Agility: You are comfortable switching gears between responding to warm inbound interest and picking up the phone to hunt for new business when the pipeline requires it., • Excellent communication and storytelling skills—both verbal and written., • Experience selling with a defined sales methodology (Sandler, Challenger, MEDDIC, etc.). Sandler is preferred. Lead Management & Pipeline Generation • Capitalize on Inbound Demand: Manage a high volume of inbound leads (demo requests, trial sign-ups, and marketing-qualified leads) with a focus on speed-to-lead and high conversion rates., • Strategic Outbound Prospecting: Supplement your inbound pipeline by identifying and engaging key decision-makers through targeted outbound outreach—calls, emails, and social selling—when needed to hit coverage targets., • Schedule and run discovery calls to uncover pain points and understand operational workflows for both warm leads and cold prospects., • Position Melio as a value-driven solution tailored to each customer's business needs, quickly identifying whether a lead is a quick transactional win or requires a deeper consultative approach., • Deliver compelling, customized product demos that resonate with both technical and non-technical stakeholders., • Manage the full sales cycle—from first contact through commitment—with a focus on velocity and precision., • Consistently meet or exceed monthly, quarterly, and annual sales targets., • Maintain accurate pipeline data in Salesforce for forecasting, reporting, and performance analysis., • Build long-term relationships with key stakeholders, positioning yourself as a trusted partner to help them solve business challenges. Melio is on a mission to keep small businesses in business. We simplify B2B payables and receivables so business owners—and the professionals who support them—can focus on what they do best. We're hiring multiple Account Executives to join our team and help us bring Melio's powerful accounts payable and accounts receivable solutions to Small & Medium Businesses (SMBs).Melio is seeking multiple Account Executives to join our team. In this role, you will be instrumental in delivering Melio's robust accounts payable and accounts receivable solutions to Small & Medium Businesses (SMBs). About Melio USA: • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated., • The annual base salary range for this position is $70,000-$80,000 with an additional bonus component., • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA., • 401K matching: Feel the investment of working at a hyper-growth startup., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City in a hybrid working environment. We are dog friendly as well! Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview We are seeking a results-driven and team-oriented Vice President to join our Real Estate Advisory team. This Vice President will assist in delivering comprehensive real estate advisory services to our institutional investor clients and supporting discretionary mandates. They will have an important role in the analysis of real estate managers and funds, from initial meeting through due diligence and preparation and delivery of investment committee materials. The ideal candidate will bring an understanding of real estate investments, funds, and manager due diligence, coupled with a client-first mindset. They will have a career progression oriented toward becoming a trusted advisor and client coverage manager, with respect to investment matters ranging from portfolio design to fund selection and other related, ad hoc matters. Key Responsibilities Investment Sourcing & Evaluation • Source, evaluate, and track real estate fund offerings. This involves networking effectively in the GP community, and conducting regular meetings to learn and vet the offerings. It includes communicating with managers about fund availability and demand as well as sourcing potential secondaries and co-investments., • Work as a central part of the team performing detailed due diligence on investment managers and fund offerings. This includes review of investment strategy, track record, team, organizational structure, and alignment of interests. Analyze and write fund summaries and comprehensive investment committee memos. This includes scrutiny of PPMs, DDQs, track records and other related materials in detail and interviewing references., • Along with the relevant coverage team, present and support fund recommendations to the Real Estate Funds Investment Committee, Portfolio Risk Management Committee, and as needed, to clients., • Effectively manage, train and develop more junior team members to provide support for these activities., • Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The VP is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job. In collaboration with a data gathering systems, team and processes, the VP will assist in gathering, verification and use of a growing asset-level performance database., • Take an active role in client deliverables and conversations. This may include preparing and discussing pipeline reviews and investment recommendations, annual plans, portfolio reviews, and responding to ad hoc client requests. The VP may be asked to contribute to similar functions related to new business development as needed., • Respond promptly to client inquiries, ensuring a high standard of service, responsiveness and communication., • BA/BS in Real Estate, Private Equity, Finance, Economics, Accounting, or equivalent relevant experience, • 6+ years of real estate private equity consulting, portfolio management (preferred) or capital markets roles, • Experience in diligencing and underwriting commingled fund structures or SMAs, • Demonstrated track record of academic and professional success, • Ability to represent the Firm credibly in written and interpersonal communications, • Demonstrable analytical capabilities, including strong quantitative/modeling skills, • Leadership potential, • High proficiency in Word, Power Point and Excel. Experience with PowerBI is desirable., • Developing investment judgment and general understanding of risk/reward trade-offs, • Flexibility—StepStone is a dynamic and entrepreneurial organization; all professionals are expected to perform multiple functions as the firm continues to grow and develop, • Ability and willingness to use, learn and adopt new technologies, • Availability to travel, primarily within the eastern US, • Applied experience in valuation and investment analysis (particularly capital structures and cash flow waterfalls), • Experience in managing and training more junior team members, • High level of confidentiality, • Commitment to learning The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

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

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

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and driven Governance, Legal, Compliance & Regulatory Intern to join our team this Summer. This opportunity offers hands-on experience in auditing processes and legal compliance within a dynamic business environment. You’ll collaborate with experienced professionals, assist in reviewing policies and procedures, and contribute to ensuring regulatory adherence and risk management. This role will help develop analytical and critical thinking skills while supporting initiatives that uphold organizational integrity and compliance standards. Duties and Responsibilities of the Summer Intern, Governance, Legal, Compliance & Regulatory: • Support the Governance, Legal, Compliance & Regulatory team in reviewing, analyzing, and documenting compliance with legal and regulatory requirements., • Assist in conducting internal audits of business processes, contracts, and documentation to identify risks and ensure adherence to company policies., • Help prepare reports, summaries, and presentations for leadership and stakeholders., • Participate in the evaluation and implementation of internal controls and risk mitigation strategies., • Collaborate with legal, compliance, and business teams to gather information and resolve audit findings., • Learn and apply methodologies, legal research tools, and compliance management systems in a professional setting., • Assist in maintaining accurate records and documentation for legal purposes., • Stay current with relevant laws, regulations, and best practices through self-paced learning and team sessions., • Support cross-functional efforts to assess enterprise AI readiness by reviewing policies, procedures, and governance frameworks for ethical and compliant AI use., • Interest in legal, compliance, and audit or a related field., • Must be enrolled full-time in an undergraduate course of study and be rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3., • Proficiency in office productivity tools (e.g., Excel, PowerPoint, Word) and legal research platforms., • Proven analytical, research, and problem-solving skills., • Above-average organizational, interpersonal, and communication skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Attention to detail and commitment to accuracy and confidentiality., • Pay for this position with be $25/hour, • The intern will be located in our New York City office. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be rising senior (senior commencing Fall 2026) with a minimum GPA of3.3and be eligible to work in the US.

Job Description We are conducting a search for a proactive and strategic Business Development Manager with an understanding of the life sciences industry to join our growing team. Specific experience with the life sciences industry is strongly preferred. The ideal candidate will support our Life Sciences Group and key partners in our IP and Corporate practices. This is a dynamic role for someone who thrives on driving strategic initiatives, enhancing partner visibility, and building relationships with the most innovative biotech and life science companies and investors globally. What You'll Do: • Develop and execute strategic business development initiatives that strengthen and grow the firm’s Life Sciences practice., • Serve as a trusted advisor to life science partners, providing thought leadership, market insights, and innovative strategies to drive growth., • Identify, evaluate, and execute on BD and networking opportunities, including industry events, sponsorships, and speaking engagements., • Collaborate with Life Sciences partners and business development colleagues to identify cross-selling opportunities and pursue new engagements., • Support partners in managing and expanding their networks, ensuring regular touchpoints with key clients, prospects, and referral sources., • Coordinate and prepare compelling pitch materials, responses to RFPs, and post-mortem analyses., • Collaborate with marketing and events teams to plan and execute local and targeted life sciences events., • Produce and support the dissemination of high-impact thought leadership content to elevate the firm’s visibility in the life sciences space., • Manage and maintain accurate data in CRM (Salesforce), client lists, BD activity logs, and experience databases., • Monitor industry trends, competitive intelligence, and key ecosystem players to identify new opportunities for the firm. What You'll Bring: • Bachelor’s degree required., • Minimum of 6+ years of business development experience, preferably within a law firm environment., • Specific experience with the life sciences sector and the biotech startup and investment ecosystem., • Account management and/or customer relationship management experience preferred., • Excellent written and verbal communication skills that meet the demands of high-performing large law firm partners., • Proven ability to lead and manage complex BD projects with multiple stakeholders., • Advanced search, data collection and reporting skills, including use of CRM tools and proprietary research databases., • Intermediate to advanced social networking skills., • Understanding of the legal industry, especially large law firm practices and sales cycles., • Highly proficient in MS Office Suite: Word, Outlook, PowerPoint, SharePoint and Excel.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role: As our first full-time in-house counsel, you will lead our legal function, providing strategic and operational support across key business and regulatory matters. This role requires a proactive, hands-on attorney who can build legal infrastructure from scratch, integrate legal considerations into daily operations, and enable scalable growth. You'll manage commercial contracts and develop strategies to mitigate legal risks while advancing business objectives. You will serve as a trusted advisor to the executive team and cross-functional leaders, delivering clear, actionable legal guidance aligned with our goals. Your work will directly shape how we innovate, expand, and navigate an evolving regulatory landscape. What You’ll Do: * Own commercial contracts: draft, negotiate, and manage enterprise SaaS agreements, MSAs, partnership agreements, and vendor contracts. * Build contract strategy: create templates, playbooks, and scalable negotiation processes that streamline operations and reduce risk. * Advise on privacy and data protection: GDPR, CCPA, SOC 2, ISO 27001, and financial regulatory compliance; support or lead data privacy impact assessments (DPIAs) and compliance programs. * Provide guidance on IP/licensing, employment, and corporate governance matters. * Partner with outside counsel on specialized or complex legal matters. * Establish legal infrastructure: document management, intake systems, reporting, and processes to scale with the business. * Translate complex legal requirements into clear, actionable guidance for executives, teams, and customers. What We're Looking For: Experience: * 5–10+ years total legal experience (mix of top-tier law firm and in-house preferred), including 2+ years in-house at a SaaS, fintech, or regulated tech company, ideally post‑Series A/B. * Data security/privacy experience is strongly preferred. * Deep commercial contracts experience: drafting, negotiating, and managing enterprise SaaS agreements, MSAs, partnership agreements, and vendor contracts. * Privacy and data protection expertise (preferred): familiarity with GDPR, CCPA, SOC 2, ISO 27001, and financial regulatory frameworks; experience with DPIAs and compliance programs. * Exposure to IP/licensing, employment, and corporate governance matters. * Experience working with outside counsel on specialized issues. Skills: * Proficient with legal tech tools (contract lifecycle management, e-signature, etc.). * Strong business judgment: delivers pragmatic, risk-balanced guidance that enables growth. * Autonomous and organized: able to prioritize, structure, and scale a legal function independently. * Clear communicator: translates legal complexity into actionable, precise guidance for non-lawyers. * Process-oriented: builds systems, intake processes, and reporting to support business operations. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $225K - $350K

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek an Associate Director, Digital Product Design. This job reports to the Senior Director, Product Management in the External Affairs Division of PPFA. ThePlanned Parenthood Digital Strategy department provides reliable and scalable applications and technology programs and services in support of health care delivery, sex education, advocacy, fundraising, and internal operations, critical to achieving the organization’s mission. Digital Strategy is part of the External Affairs division at PPFA.Purpose: • The Associate Director, Digital Product Design will be successful when they lead Digital Strategy teams through the adoption of Product Design systems programmatically throughout their work, bringing a user-centered approach to product discovery that contributes to the team’s strategy., • The Associate Director, Digital Product Design will help to ensure that Product Designers are equipped to independently research and identify our target users’ core needs within the health care and education journey, while collaborating across multiple interdisciplinary product teams to launch new user experiences.Engagement:, • Directly contributes to the broader Digital User Experience program strategy., • Strategic thought leader and influencer among Digital Strategy leadership, product managers, and engineering leadership, ensuring all initiatives are aligned with the Product Design program & associated frameworks., • Manages and mentors a team of two Product Designers, empowering them with the skills and tools to support the Product Design program across any Digital Strategy initiative., • Advisor and thought partner to peers and more senior colleagues within PPFA and at affiliates., • Management of vendors to provide tools and/or consulting services to PPFA.Delivery:, • The Associate Director, Digital Product Design is responsible for strategic execution of programmatic design systems across the Digital Strategy ecosystem, ensuring that the Product Design team (including the Associate Director, where appropriate) can deliver the following bodies of work across the Digital Strategy portfolio concurrently:, • Maintain Accessible Design System - Organize the structure and relationship of content to match natural user categorizations (e.g., site maps, service blueprints, readability)., • User Research - Collaboration with the User Research team to execute research and testing plans that include regular in-person and remote engagement that leads to synthesis of insights that are shared to Digital Strategy and other PPFA stakeholders., • User Experience Design - Defining the user experience within the PPFA digital ecosystem and ensuring that teams can build upon data-driven personas, patient journey maps, logic flows, wireframes, and concise product copy., • Visual Design - Pushing the collaborative evolution of accessible design patterns and themes, including visual design frameworks and supporting assets., • Interaction Design - Based on prototypes and motion tests that enable users and product teams to better understand how proposed features will look, work, and feel before investment is made into development., • Product Design Socialization - Leading cross-product evolution of Interaction Design patterns throughout the PP digital ecosystem, while empowering contributors beyond the Product Design team to employ PPFA’s design language., • Design Thinking - Be a champion for design thinking and human-centered digital innovation within Digital Strategy as well as with the broader Planned Parenthood Federation while leveling up Product Designers and other design peers.Knowledge, Skills and Abilities (KSAs):, • Bachelors Degree in related field is preferred., • 4-7 years expertise in designing and launching scalable end-to-end digital experiences., • Required 1-2 years demonstrated record of leading the implementation of product design programming & project management thereof., • Required Strong product design portfolio with an emphasis on accessibility, minimalism and clarity across a diverse mix of digital formats, including websites, and mobile apps., • Required 3–5 years of demonstrated expertise with design and collaboration tools such as Figma and FigJam, coupled with a strong working knowledge of research and testing platforms including UserTesting, dscout, and Hotjar., • Required 3-5 years of experience working with brand standards.

Job Description About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our innovative technology and unmatched service. We create meaningful, software-driven experiences that help our customers prosper. If you want to join a company that unifies every aspect of commerce through powerful software and payment solutions, while supporting and serving business owners, then your expertise will be a perfect fit on our dynamic team. At Global Payments, you’ll represent Genius®—our industry-leading, cloud-based Point of Sale (POS) and payment platform that helps merchants simplify checkout, streamline operations, and grow their business. If it’s in your nature to work with passion, purpose, and tangible impact, join us and let’s build the future of commerce together. Job Summary As an Outside Sales Executive, POS, you’ll be responsible for prospecting, presenting, and closing sales of Genius® and related Global Payments technology solutions to small and mid-sized merchants across restaurant, retail, and service industries. You’ll manage the full sales cycle—from lead generation and outreach to conducting in-person and virtual product demos and finalizing contracts—within a fast-moving, high-energy environment. You’ll collaborate closely with your District Manager and receive ongoing coaching and mentorship from leadership to help you succeed. Your mission: help business owners modernize their operations, improve customer experiences, and drive growth through innovative POS and payment technology. Key Responsibilities ● Sell Genius® POS and Global Payments solutions to small and mid-sized merchants. ● Prospect new clients through networking, referrals, and community partnerships. ● Conduct engaging product presentations and live demos showcasing how Genius® simplifies payment processing, inventory management, and customer engagement. ● Partner with your District Manager to set appointments, identify opportunities, and close deals within a short sales cycle. ● Maintain accurate client records and pipeline activity in Atlas and Salesforce CRM systems. ● Upsell and cross-sell existing clients on additional Global Payments services. ● Stay up to date on POS and fintech industry trends to position yourself as a trusted advisor. ● Participate in weekly team meetings and one-on-one coaching sessions with leadership. Desired Skills & Capabilities ● Excellent communication, presentation, and networking skills. ● Self-motivated, results-driven “hunter” mindset. ● Strong organizational skills and ability to manage a fast-paced pipeline. ● Professional demeanor and integrity when working with clients and teammates. ● Enjoys face-to-face relationship building with business owners. ● Experience in restaurant and/or retail environments is a plus. Minimum Qualifications ● 18 years of age or older. ● Valid driver’s license with ability to travel locally up to 75% of the time. ● Must reside within the area of the job posting. ● Background check and drug screening required per company policy. Preferred Qualifications ● High school diploma or GED (college degree preferred). ● Two or more years of B2B, SaaS, or POS sales experience. Compensation Base Salary: $40,000 Residual Income: Keep earning monthly from your closed accounts. Bonuses: Monthly and quarterly incentives for exceeding sales goals. On-Target Earnings (OTE): $100,000+ Your earnings grow with your results—the more you sell, the more you earn. Benefits Global Payments offers a comprehensive benefits package, including: ● Medical, dental, and vision coverage ● Paid time off and recognition programs ● Retirement and investment options ● Employee assistance and wellness programs ● Charitable gift matching and worldwide Days of Service Learn more at Global Payments Benefits. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We celebrate diversity and believe inclusion makes us stronger. Global Payments is an equal opportunity employer. We welcome applicants from all backgrounds and experiences. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. Company DescriptionAcross our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.Across our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.

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

Job DescriptionJOB TITLE: Director of Operations, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Director of Investment Reporting LOCATION: Onsite in NYC ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Oversee end-to-end trade booking validation and ensure accurate and complete data capture across systems, • Lead and manage position and cash reconciliation processes, • Develop and maintain data integrity controls and exception management frameworks, • Manage trade catch-up workflows for historical booking accuracy, • Work with the front office, risk, accounting, and fintech teams to maintain consistent and accurate investment data across systems, • Identify and drive operational efficiency initiatives and lead system enhancementsWHAT YOU WILL NEED:, • Strong academic performance with 5+ years of experience in fixed income operations., • Deep understanding of trade lifecycle, portfolio accounting, and multi-system data reconciliation, • Proven experience interpreting credit agreements, bespoke deal terms, and translating into operational workflows, • Advanced Excel skills; experience working with large data sets and producing analytical reports, • Excellent interpersonal and communication skills; confident working across departments and with senior stakeholders, • Strong leadership and problem-solving skills; ability to drive initiatives independently A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive compensation programs, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays, • Voluntary Supplemental Insurance, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR FFZCNYVKcj

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

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

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

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

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As Director, Privacy and Compliance at Maven, you will: • Lead the development, implementation, and management of an effective enterprise compliance program., • Lead cross-functional compliance initiatives across Finance, People, Marketing, Product, and other teams, while coordinating and leading Maven's Compliance Committee., • Develop comprehensive privacy and compliance solutions covering provider credentialing, quality assurance, network management, CMS, state healthcare regulations, cross-border requirements, and data protection frameworks., • Design and execute a company-wide risk assessment and management system, while overseeing all compliance audits, investigations, and regulatory inquiries., • Create and implement compliance policies and procedures to support Maven's growth in the United States and abroad., • Lead compliance investigations, develop corrective action plans, and advise leadership on appropriate mitigation and remediation strategies., • Serve as a subject matter expert and strategic advisor to leadership and business stakeholders on complex compliance matters, establish strong collaboration channels and relationships across our teams, and interface with external regulators as necessary., • Define long-term compliance strategy and vision for global scalability while monitoring regulatory developments and industry best practices., • Analyze regulatory standards and publications to provide actionable insights and strategic compliance guidance to stakeholders., • Develop compliance training programs, executive dashboards, and monitoring systems to identify gaps and validate program effectiveness. We're looking for you to bring: • 10+ years healthcare privacy and compliance experience, with demonstrated experience developing and managing compliance programs in a regulated industry, and experience leading compliance audits, investigations, and risk assessments, • Experience with:, • Managed care and/or government programs, • Working with regulatory agencies and/or payors, • Leading healthcare, corporate, and commercial audits and certifications (NCQA & HITRUST a plus), • Interacting and presenting to executive leadership, • In-depth knowledge of relevant regulations (e.g., HIPAA, GDPR, CCPA) and industry standards, • Strong project management and cross-functional collaboration skills, • Strong leadership and managerial skills with ability to motivate a team of compliance associates, • Thought leadership, ability to synthesize complex information, strong organizational and project management skills, and attention to detail, • A positive, optimistic leadership style and collaborative mindset Helpful experiences and skills: • Experience in telehealth or digital health, • JD Degree (Bar admission not required), • Global compliance experience, • Professional compliance certifications (e.g., CCB, CHC, HCISPP or CIPP) This role requires active work authorization in the US. The base salary range for this role is $180,000-$215,000 per year. You will also be entitled to stock options and benefits. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As a VP Strategic Accounts, Client Success at Maven, you will: • Team leadership and management: Lead, inspire, and mentor a high-performing team, fostering a culture of excellence, collaboration, accountability and continuous learning., • Performance and growth of our global Book of Business: Enrollments, retention, upsells, and advocacy, • Performance tracking and reporting: Define operational metrics for the team, establish a regular business reviews and rigor around KPIs, • Client feedback and insights: Gather, analyze, and leverage customer feedback and insights to identify trends, improve processes, and drive product and service enhancements; champion client priorities with senior leadership, • Optimization of Customer Lifecycle: leverage data and analytics to manage resource allocation, identify needs, and refine our client segmentation service strategy, ensuring we remain effective as we scale, • Client escalation management: collaborate with cross-functional teams to come to quick resolutions that showcase our commitment to member satisfaction, • Strategic client advisor: build relationships with key decision makers and consultants, build and execute a stakeholder engagement strategy, • 15+ years of experience in account management or client services role in digital health, healthcare, benefits or SaaS companies, • Previous experience managing a team of direct reports, with demonstrated excellence in people management, mentoring, hiring, training and onboarding, • Experience serving as a strategic advisor on large, multinational accounts with a strong track record of high client satisfaction, growth and retention, • Experience working in a cross-functional capacity, • Ability to navigate to the best solution in ambiguous situations, getting in the weeds to find the root of a problem, • Strong verbal, written, and presentation skills; ability to communicate clearly and influence internal and external stakeholders, • Strong leadership skills and effective problem-solving abilities; must be able to develop and grow relationships with clients, executive leaders, and internal cross-functional teams, • Strong analytical skills; ability to understand data and present information to clients, • Experience in working with the full lifecycle of customer success post sales (implementation, adoption, product training, renewals, upsells, and account management), • Experience at a digital health company in the health, wellness, or family health space is preferred, • Experience supporting health benefit programs for employers, payers, or channel partners is preferred This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. This role is open to candidates based in the New York Metropolitan area, or remote from within the US [edit by country as needed]. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Level/Function: Senior Specialist, Product Sales Title: AVP, Product Sales About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the AVP, Product Sales: We’re seeking an AVP, Product Sales to drive growth for our Client Communications business — encompassing statements, confirms, and tax forms across digital and print channels. This individual will be responsible for new-logo acquisition and whitespace expansion within a defined territory, operating as a true hunter who builds and manages their own pipeline while partnering closely with our Enterprise Sales team to close opportunities tied to strategic accounts. This is an exciting opportunity for a motivated sales professional who thrives in a fast-paced, collaborative environment and enjoys turning complex client needs into impactful, measurable solutions. This position involved 30-40% travel for client meetings, onsite presentations and participation in key industry events. Duties and Responsibilities of the AVP, Product Sales: Territory & Pipeline Management • Define named-account coverage, ideal customer profiles, and quarterly activity and revenue targets., • Generate new opportunities through multi-channel outbound activity (email, phone, social, events)., • Qualify and convert leads from Business Development and Marketing into sales-qualified opportunities. Sales Execution • Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency., • Build value-based business cases quantifying benefits such as e-delivery adoption, print and postage savings, and cost-to-serve reduction., • Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution., • Maintain accurate pipeline and forecasting data within Salesforce. Collaboration & Deal Strategy • Operate within a team-selling model, working alongside:, • Enterprise Sales to align account strategy and executive relationships., • Product Management and Solutions Engineering to tailor solutions and demonstrate value., • Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment., • Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value., • Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross-sell opportunities. Skills and Experience of the AVP, Product Sales: • 3+ years of B2B solution sales experience, within the financial services, wealth management, or fintech space., • Proven ability to contribute to sales results through client engagement and opportunity development., • Excellent relationship management and communication skills with the ability to build trust with clients., • Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders., • Proficiency in Salesforce and comfort managing a structured, metrics-driven sales process., • Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus., • Bachelor’s degree or equivalent professional experience required Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $80,000 #LI-Remote

Job Description About Closed Loop Partners Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management Closed Loop Capital Management (CLCM) manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $575+ million of assets under management. Our team has made over 90+ investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Role We are seeking an experienced, full-time Fund Accounting Analyst for the dynamic Closed Loop Capital Management organization. The Analyst will have primary day-to-day responsibility for the efficient and accurate execution of all general accounting functions and supporting the fund finance team. The role will report to the Director, Fund Finance & Accounting, working closely with the firm's corporate finance, investor relations, and the investment teams. This is an in-person role in our office in midtown Manhattan. Responsibilities • Maintain books and records for over 10 funds on a quarterly basis. Assist third party administrator with management of company books kept monthly., • Liaise with the firm's third-party fund administrator, auditor, and tax advisor, • Assist with quarter end financials process, maintaining schedules in support of quarter end close, and reviewing financials and capital account statements., • Review weekly bank account reconciliations, set up wire payments, monitor bank accounts and treasury processes, • Aid the year-end audit process, work with third party audit firm, edit financial statement footnotes and performance metrics, • Participate in yearly tax return process, review returns, verify accuracy of K-1 information, • Analyze intercompany transactions to confirm accuracy between funds and management company books, • Support the IR team to respond to investor questions and requests, • Analysis of fund performance, including financial modeling and FP&A Qualifications • Minimum of 2 years of post-college experience within accounting, private equity, consulting, or related industries, • Bachelor's degree in Accounting, Finance, or related field, • Clear understating of GAAP, bookkeeping, and the quarterly financial process for private equity funds, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work independently and as part of a team to take on new tasks with high levels of difficulty, • Demonstrated interest in sustainability and the circular economy Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. The SVP, Investor Relations will lead the vision, strategy, and execution of StubHub's global investor relations function. This senior leader is responsible for shaping the company's narrative in the public markets, articulating StubHub's financial performance, long-range strategy, and competitive position to investors, analysts, and other key stakeholders. This person will serve as a trusted advisor to the executive team, CEO, and Board of Directors, helping influence strategic decisions through market insight, investor feedback, and financial analysis. The SVP of IR will own all aspects of earnings preparation, investor targeting, buy-side and sell-side engagement, disclosure practices, and external messaging. This includes overseeing the development of earnings presentations, press releases, shareholder letters, SEC filings, and all investor-facing materials, while ensuring consistency, accuracy, and clarity across every communication. This leader will also establish and maintain strong relationships with institutional investors, analysts, and rating agencies. They will monitor industry dynamics, peer performance, and market sentiment to proactively inform StubHub's narrative and strengthen market confidence. The role requires exceptional financial acumen, strategic judgment, communication skills, and the ability to operate at the executive and Board level. This position is ideal for someone who has extensive experience leading investor relations for a high-growth or public company, excels under pressure, and brings a strong point of view on how a world-class IR function operates. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Set and lead StubHub's global investor relations strategy, ensuring alignment with the CEO, CFO, executive leadership team, and Board of Directors., • Serve as StubHub's primary spokesperson to the investment community, representing the company in presentations, earnings calls, roadshows, conferences, and investor meetings., • Own the full earnings process, including quarterly earnings releases, scripts, Q&A preparation, presentation materials, and coordination with Finance, Legal, and Communications., • Develop and maintain StubHub's investment narrative, integrating financial results, strategic priorities, product innovation, and long-term vision into a cohesive message., • Lead investor targeting and engagement strategy using data-driven insights to attract long-term shareholders and broaden institutional ownership., • Oversee the creation of all IR materials, including the shareholder letter, press releases, investor presentations, regulatory disclosures, and content for the Investor Relations website., • Advise senior leadership and the Board on market sentiment, valuation drivers, emerging investor themes, and competitive positioning., • Monitor peer company performance, industry trends, and regulatory developments to inform strategic decision-making and external messaging., • Establish best-in-class disclosure practices and corporate governance communication standards, ensuring transparency and credibility with the market., • Manage relationships with proxy advisors, ESG stakeholders, rating agencies, and governance groups to influence voting outcomes and advance company priorities., • Lead preparation for Analyst Days, roadshows, non-deal roadshows, and capital markets events., • Proactively identify early signals of shareholder activism and develop action plans in partnership with Legal, Finance, and Communications., • Build and lead a high-performing investor relations team, fostering excellence, accountability, and continuous improvement., • 15+ years of experience in investor relations, corporate finance, equity research, strategic finance, or related fields, with significant leadership experience at a public company., • Deep understanding of financial markets, valuation, corporate strategy, and public company reporting requirements., • Proven ability to operate as the primary spokesperson for a company's financial story, with experience managing investor engagement at scale., • Exceptional communication skills, with the ability to simplify complex information and influence investors, analysts, senior leadership, and the Board., • Experience developing strategic presentations, earnings materials, financial narratives, and long-term investment messaging., • Strong analytical and financial modeling abilities with fluency in key metrics, valuation frameworks, and market dynamics., • Demonstrated experience leading teams, influencing cross-functional stakeholders, and operating in fast-paced, high-visibility environments., • Outstanding organizational skills and the ability to lead multiple high-stakes initiatives simultaneously., • Bachelor's degree required; a master's degree or MBA is highly desirable., • Strong interpersonal skills and executive presence., • Accelerated Growth Environment: Immerse yourself in an environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Enjoy a rewarding compensation package that includes enticing stock incentives, aligning with our commitment to recognizing and valuing your contributions., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed., • Comprehensive Benefits Package: Prioritize your well-being with a comprehensive benefits package, featuring 401k, and premium Health, Vision, and Dental Insurance options. The anticipated gross base pay range is below for this role. Actual compensation will vary depending on factors such as a candidate's qualifications, skills, experience, and competencies. Base annual salary is one component of StubHub's total compensation and competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Salary Range$350,000—$400,000 USDAbout UsStubHub is the world's leading marketplace to buy and sell tickets to any live event, anywhere. Through StubHub in North America and viagogo, our international platform, we service customers in 195 countries in 33 languages and 49 available currencies. With more than 300 million tickets available annually on our platform to events around the world -- from sports to music, comedy to dance, festivals to theater -- StubHub offers the safest, most convenient way to buy or sell tickets to the most memorable live experiences. Come join our team for a front-row seat to the action. For California Residents: California Job Applicant Privacy Notice found hereWe are an equal opportunity employer and value diversity on our team. We do not discriminate on the basis of race, color, religion, sex, national origin, gender, sexual orientation, age, disability, veteran status, or any other legally protected status.

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave, • Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live. See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job Description Welcome to Fi. We’re a passionate team from Square, Google, Peloton, Uber, and more working to transform the dog-human relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a dog parent. The dog industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of the millions of dogs in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between dogs and humans. Imagine a world where everyone knows how their dog feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping dogs live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of dog ownership together. Fi is looking for an FP&A Manager! Fi is looking for an FP&A Manager to build and strengthen the financial foundation of our fast-growing business. You’ll be a key partner across the company, helping us understand performance, forecast with precision, and invest intelligently as Fi expands into new products, markets, and revenue streams. This role sits at the core of how we plan and operate. You’ll build and refine financial models, own reporting and variance analysis, sharpen our performance insights, and bring a high level of discipline to forecasting and spend. If you're someone who loves turning complex financial data into clarity and direction — and you thrive in a fast-paced, high-accountability environment — this role is for you.What You'll Do: • Establish Fi's FP&A function from the ground up — define processes, build systems, and create the analytical infrastructure that will scale with the company., • Own Sales Operations and and commercial analytics — including revenue pacing, channel performance, pipeline conversion, CAC, LTV, cohort behavior, and unit economics., • Design and implement scalable workflows, reporting frameworks, and cross-departmental planning processes that improve clarity, speed, and operational rigor across the organization., • Leverage AI and automation tools to build efficiency, from data consolidation to predictive modeling to insight generation., • Own and evolve Fi's sales and financial models as the source of truth — maintaining actuals, testing assumptions, and enabling sophisticated scenario modeling., • Manage P&L performance for key business units and deliver clean, accurate financial reporting that drives decision-making., • Lead quarterly budgeting and forecasting cycles with department heads, translating strategic priorities into financial plans and holding teams accountable to high ROI outcomes. Collaborate cross-functionally to understand business drivers, identify improvement opportunities, and influence resource allocation., • Deliver monthly executive reporting packages, KPI dashboards, and variance analyses that tell the story behind the numbers — highlighting trends, risks, and opportunities., • Serve as a trusted advisor to senior leadership — supporting ad-hoc strategic analyses and high-impact projects as Fi continues to scale., • Partner closely with Accounting to ensure alignment on GAAP treatment and accurate monthly closes.What You'll Bring:, • 5+ years of experience in FP&A, strategic finance, investment banking, private equity, consulting, or analytical roles at high-growth companies., • Proven track record of establishing financial processes from scratch — you've built models, designed reporting frameworks, and implemented planning cycles in environments where structure was minimal., • Strong modeling and analytical ability — forecasting, budgeting, scenario analysis, and financial storytelling are second nature to youComfort with GAAP concepts, financial planning tools, BI platforms, and ERPs; SQL or NetSuite experience is a plus., • Ability to distill complex data into clear, actionable insights and recommendations., • Strong judgment — you spot issues early, question assumptions, and push for clarity., • Proven ability to work cross-functionally, challenge constructively, and build trust with operators and leaders., • Highly organized, efficient, and proactive — able to juggle multiple workstreams without dropping quality., • Excellent communication skills with the ability to translate numbers into narrative.Why You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program. The anticipated base salary for this position is $100,000 - $145,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

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

Job DescriptionTechnical Cybersecurity Advisor (Hybrid position) Working at Drawbridge At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment. You will be joining an agile team that will help you at every level of your career to identify and use your strengths to grow. This is an opportunity to work at a company that is open to new ideas as we build a dynamic and diverse environment for our employees. The work will be challenging and rewarding. You will gain hands on experience from a team who strives to see its employees succeed. Working in Client Success You will be joining a team of technical consultants who have a passion for understanding and defending against emerging cyber threats. Our clients rely on our expertise to help them navigate the constantly changing cybersecurity landscape, and our team of consultants pair their technical knowledge and industry insight to offer critical risk management advice. The technical advisory team works as a collaborative unit, with each member bringing a unique technical skillset to the table. Our Values • Innovation: As the market leader, Drawbridge draws on its in-depth, collective expertise in its constant effort to innovate both our platform and our approach to service, • Integrity: Our clients and partners lean on us because they know we are trustworthy and honor what we say, • Collaboration: We are here to win, and we only win when we work together across team, • Conduct risk assessments and security audits of client cloud environments, • Assess the security posture of cloud platforms and infrastructure including but not limited to Microsoft 365, Google Workspace, Azure and AWS., • Schedule, conduct, and lead risk assessment meetings with clients and IT providers., • Assess operational business risks and provide remediation and mitigation guidance., • Act as an escalation point for technical questions from clients and internal teams., • Participate in the enhancement of existing Drawbridge products, reports, and processes., • Assist and advise clients with cyber training, incident response, operational due diligence and/or SEC cyber audit requirements., • Identify and evaluate complex business and technology risks, controls to mitigate risks, and related opportunities for control improvement., • Learn applicable regulatory framework and compliance guidelines for cybersecurity (including but not limited to SEC, NFA, FCA, MAS)., • Maintain tracking of internal tasks, provide status updates to clients, team members, and managers, and ensure open and consistent communication with all stakeholders., • A minimum of 3–5 years of experience in the disciplines listed below., • Sound knowledge of IT networking concepts including but not limited to segmentation, DNS, the OSI model, and network topology., • Sound knowledge of cloud infrastructure controls and concepts related to solutions such as Microsoft 365, AWS, and Google Workspace., • Familiarity with cybersecurity concepts such as business continuity, disaster recovery, incident response, and network security., • Solid knowledge of vulnerability management concepts and methodologies., • Proven experience in a client/customer facing role., • Experience discussing technical concepts with a non-technical audience., • Excellent written and verbal communication skills, • Sound knowledge of security standards and frameworks such as, but not limited to, NIST, CIS, COBIT, etc., • Previous experience deploying security controls and policies within cloud infrastructure environments., • Knowledge of hedge fund, private equity, or RIA operations/compliance., • CRISC, CISA, CISSP, CIPP, Security +, certifications. Base Salary Range, • $90,000 - $115,000We Offer, • Competitive compensation package, • Employer Retirement/401(k) plan with company contribution, • Medical, Dental, Vision Coverage, Disability, and Life Insurance, • Health Savings Account (HSA) or Flexible Spending Account (FSA), • Generous Paid Time Off Policy, • Healthy Work/Life Balance, • Phone Reimbursement Perk, • Exclusive Employee Discounts & Perks offered through ADP and insurance Our Hiring Process We want to hire the most qualified individuals. We’ve designed a multi-step selection process that may include interviews and assessments. We render decisions quickly and we’re eager to get to know you. Affirmative Action and Equal Opportunity Employer Drawbridge Partners, LLC is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, non-disqualifying physical or mental disability, protected veteran status, or any other legally protected characteristic, in accordance with applicable law. All employment is decided on the basis of qualifications, merit, and business needs. Powered by JazzHR v9CLc6H1uH

Job DescriptionDescription: To apply for this role please visit this this link to Chalenor's website. Job Title: Chief of Staff Department: Office of the President Center Background: The Center for Reproductive Rights (the Center) is a global human rights organization working to ensure that reproductive rights are protected in law as fundamental human rights around the world. With offices in New York City and Washington, D.C.; Nairobi, Kenya; Bogota, Colombia; and Geneva, Switzerland, the Center is a non-profit, non-partisan organization changing law and policy throughout Africa, Asia, Europe, Latin America and the Caribbean, and the United States. Our 270+ diverse professionals are committed to advancing the Center’s human rights mission through game-changing litigation, legal policy, and advocacy work. This has powered the Center’s exceptional growth to an operating budget of over $67 million and won the respect of law firms in countries around the world. Our global pro bono network includes over 3,000 lawyers across six continents, 64 countries, and 130 law firms. Last year, law firms contributed over $35 million USD in pro bono legal services. The Center’s Strategic Plan sets a high mark for impact: By 2030, half of the world’s population will be living under stronger protections for reproductive rights than they were in 2020. The Center has a track record of success to back up this ambitious goal. Since our founding in 1992, the Center has transformed how reproductive rights are understood and applied by courts, governments, and human rights bodies worldwide on issues including maternal health, abortion, assisted reproduction, and adolescent sexual and reproductive health and rights. We have won groundbreaking cases before national courts, U.N. Committees, and regional human rights bodies. The Center has also led the development of historic, proactive legislation advancing robust protections for reproductive rights. We have built the legal capacity of women’s rights advocates in more than 65 countries and counting. To learn more about the Center for Reproductive Rights, go to . The Role: The Center is seeking a strategic, forward-thinking and politically savvy Chief of Staff to serve as the right hand and key advisor to the CEO. This role is designed first and foremost to enable the CEO’s effectiveness, ensuring the CEO is fully supported, prepared, and focused on the highest priorities. The Chief of Staff will provide strategic and operational support to the CEO to optimize impact, facilitating timely decision-making, effective information flow, and organizational alignment and implementation of key priorities. The Chief of Staff will act as air traffic controller, problem solver, project manager, and thought partner to the CEO and the Executive Team, working collaboratively with internal and external stakeholders to help drive the organization's success. This position is based in the New York City office in a hybrid model of 3 days in-office, 2 days working-from-home. Primary Responsibilities: Executive Effectiveness: • Strategically manage the CEO’s day-to-day and longer-term schedule to prioritize the most important initiatives, activities, and decision-making. Ensure the CEO’s time is used efficiently by establishing clear meeting objectives and agendas, preparing high quality briefing materials in advance, and effectively facilitating meetings., • Facilitate the flow of information among the CEO’s direct reports in a timely and organized manner to ensure decisions, action items, and key information are shared with appropriate staff and high priority issues are raised and resolved. Track action items to completion, elevating issues to the CEO and providing troubleshooting support as needed., • Serve as an organizational integrator, connecting the dots and spotting issues across the organization only visible due to the unique perch of the Chief of Staff. Share information, flag issues, and problem solve to address challenges before they arise., • Act with agility and respond with urgency when needed. Keep the CEO informed on progress and challenges related to priority issues and rapid response scenarios., • Support the CEO in managing a high-functioning Executive Team., • Drive the work of the Executive Team by developing well-structured meeting agendas with clear outcomes and objectives and timely, well-framed briefing materials; ensuring team meetings are conducted efficiently and effectively so objectives are achieved; and establishing clear ownership and deadlines for action items so work is brought over the finish line., • Ensure that the Executive Team’s time and attention is focused on issues within its mandate, including strategic and operational issues affecting the whole of the organization. Collaborate with leaders across the organization to ensure that matters not suited or ready for consideration by the Executive Team are addressed by the appropriate decision-makers., • Create accountability mechanisms to ensure goals and objectives are accomplished; foster a culture of mutual accountability., • At least 15 years of experience across a variety of functions including at least five years directly supporting an executive leader, preferably a CEO, Executive Director, President or high profile thought leader., • BA/BS required, JD or MBA a plus., • Strong preference for experience working in/for government, political and rapid response settings., • Strategic thinker with a bias towards action, thoughtful, data-driven, and analytical in approach to solving problems., • Systems thinker and process-oriented; can create order out of chaos., • Superb attention to detail and first-rate organizational skills., • Excels at building trusted relationships and networks, influences others to achieve outcomes., • Strong written and verbal communications, thoughtful listener and can easily distill information into agendas/briefs for timely review., • Team player; will roll up their sleeves to take on the task at hand., • Trusted partner with discretion, loyalty and a proven ability to handle confidential information., • Bilingual English/Spanish is a plus., • Able to travel up to 20% of the time or more as needed. Compensation: The annual salary for this position is $275,000. This salary is reflective of a position based in New York City. This salary will be subject to a locality adjustment, if an authorization is granted to work outside of the location listed in this posting. Note that most of the salaries listed on our job postings reflect New York, NY salaries, where our national office are headquartered. Union: This position is not covered by the Center’s bargaining unit. FLSA Status: This is an exempt position. Level: Senior Director (S11) Benefits: • Health: The Center provides a comprehensive health insurance plan with no in-network deductible and best-in-class reproductive healthcare coverage, including infertility. The Center also offers Dental and Vision coverage., • Well-being: The Center offers resources to help prevent and recover from burnout through different programs that enable mental, physical and community well-being. The Center offers generous leave including paid parental leave, personal days, vacation, and sick leave. We are also closed the last week of December to allow staff to spend time with their loved ones. Deadline for applications: Applications will be reviewed on a rolling basis until the position is filled. Applicants are strongly encouraged to apply as soon as possible. Commitment to Diversity, Equity, and Inclusion: The Center is committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage people from all communities to apply. If you are excited about this role but unsure about whether your experience aligns with the job description, we encourage you to apply. You may be the right candidate for this or other roles. To learn more about the Center’s commitment to Diversity, Equity, and Inclusion, please visit Diversity, Equity and Inclusion | Center for Reproductive Rights. Center policy on visa sponsorship for US based positions: Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by The Center for Reproductive Rights. Requirements:

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 7+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 133K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionDescription: Dowling Hales is more than just advisors; we are the architects of change in the insurance industry. For over a decade, we have been the trusted “advisor of choice” dedicated exclusively to this dynamic sector. Our teams’ values serve as the foundation upon which we build every client relationship, tackle every challenge, and make every decision. They are our guiding principles that define who we are and how we work. Why should you join our Dowling team? Because this is where talent meets opportunity! The Role We're looking for a Director of Technology & Innovation who can own the end-to-end transformation of our research and data systems. This isn't a role where you'll be handed specifications – you'll be the architect of change, working directly with senior leadership to identify opportunities, design solutions, and execute implementation. This is a unique opportunity to bring cutting-edge AI and modern data management practices to a well-established firm with valuable intellectual property spanning three decades. Key Responsibilities • Lead the migration from traditional file servers to modern cloud-based infrastructure (SharePoint/cloud storage), • Design and implement AI-powered solutions to make 30+ years of research data searchable, interactive, and actionable, • Build internal tools that automate repetitive research tasks (data extraction, report generation, comparative analysis), • Partner with business stakeholders to identify high-impact automation opportunities, • Develop a client-facing AI chat interface for research data access (Phase 2), • Establish data governance and quality standards for AI readiness, • Integrate with existing systems (Blue Matrix portal, research platforms), • Manage relationships with offshore development resources as needed, • Year 1: Complete data migration, implement internal AI search/chat capabilities, automate 3-5 key research workflows, • Eliminate manual processes like Excel-based article tagging, • Enable analysts to focus on high-value work instead of data entry, • Opportunity to be the founding technical leader in a profitable, established firm, • Direct partnership with C-suite executives, • Significant autonomy to shape technical strategy, • Medical, Dental, and Vision Insurance (Premium cost sharing between the company and employee), • Health Savings Contribution by the Company to your account, • Company Paid Basic Life Insurance, AD&D, and Long Term Disability Insurance, • Enrolled in our 401 (k) plan immediately upon hire, • Eligibility to participate in the company's ESOP plan after 1 year of employment, • Bonus Program, • Reimbursement for select gym and fitness memberships, • Unlimited PTO, • On-site Coffee/Snacks/Beverages Requirements: • 5+ years of experience in technical product management or engineering leadership roles, • Hands-on experience with AI/ML implementation, particularly LLMs and RAG systems, • Strong background in data migration and infrastructure modernization, • Experience with both buying and building technical solutions, • Proven ability to work independently and drive projects without detailed specifications, • Excellent communication skills to work with non-technical stakeholders, • Experience managing change in traditional organizations. You’ll have the mandate and support from senior partners to modernize legacy systems., • Experience in financial services, investment banking, or insurance sectors, • Familiarity with research publishing and content management systems, • Background in management consulting or similar client-facing roles, • Experience with SharePoint migrations and Microsoft ecosystem, • Track record of building client-facing data products, • Proficiency in Python, JavaScript, and modern web frameworks, • Experience with cloud platforms (Azure preferred given SharePoint integration), • Knowledge of vector databases and semantic search, • Familiarity with tools like LangChain, OpenAI APIs, and document processing, • Understanding of data security and compliance requirements

Job Description People Experience Manager - (14074-1) New York, NY Strong project and program management skills, Experience in culture, engagement, or people experience initiatives, People Experience Manager Experience level: Mid-senior Experience required: 10 Years Education level: Bachelors degree Job function: Human Resources Industry: Insurance Pay rate : $68 per hour Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No Recruiter Notes - A strong résumé for this role should begin with a tailored summary that clearly highlights the candidates alignment to People Experience work. Recruiters should look for solid project management experience, experience in a corporateideally professional servicesenvironment, clear involvement in culture or people experience initiatives, and strong communication and stakeholder management skills. The résumé should focus on measurable achievements rather than generic responsibilities and demonstrate proficiency in Microsoft Officeespecially PowerPoint and Excel. An ideal résumé is clean, well-structured, and easy to scan, showcasing the candidates ability to excel in fast-paced, collaborative environments while delivering impactful people-focused work. People Experience is a critical performance enabler for our business. As a People Experience Manager (FTC), you will play a pivotal role in shaping the day-to-day experiences of our colleagues across the globe. This is an exciting opportunity to contribute directly to Oliver Wymans culture, ensuring that our people feel valued, supported, and empowered to do their best work. In this role, you will partner closely with leaders and teams across multiple regions, acting as a champion for our values and a catalyst for positive change. You will help drive initiatives that foster engagement, inclusion, and well-being, ensuring that we embed a consistent approach to positive culture and investment of our values and center people in everything that we do. As a key member of the team that powers our firms culture, you will help elevate the experience of every colleague, every day. Beyond designing, developing, and delivering flagship global programs, you will help drive innovation, creating and piloting new initiatives that regional teams can adopt and tailor to their needs. This is a unique chance to join a passionate, high-impact team at the heart of our global organization. You will gain exposure to senior leaders, work on high-profile strategic projects, and develop your expertise in people experience and organizational culture. Key Responsibilities: Initiate, scope, and deliver a portfolio of People Experience (PE) projects and programmes (including but not limited to activities that support wellbeing, colleague engagement and the future of work) demonstrating strong ownership mentality and proactivity from conception through execution, while collaborating with cross-functional teams. Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. With over 60,000 employees worldwide and annual revenue of approximately $13 billion, Marsh & McLennan Companies provides analysis, advice and transactional capabilities to clients in more than 100 countries. Its stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges. Project Manage our People Experience strategic action plan as part of our People Experience Strategy, providing robust oversight and coordination across multiple stakeholders. Ensure actions with multiple dependencies remain on track, proactively escalate risks and barriers, and drive accountability through regular monitoring, reporting, and stakeholder engagement. Support strategic communications and engagement plans for key PE initiatives, tailoring messaging style and approach to different levels of seniority and diverse audiences to achieve maximum impact. Continue embedding our flagship learning and development program on culture, driving growth and engagement of our community of Culture Champions. Support global colleague group initiatives, building capabilities, and providing community management where appropriate. Operationalize and continuously improve back-end systems and processes that underpin the People Experience function. Lead the redesign and ongoing management of internal communication pages, ensuring colleagues have easily accessible, up-to-date information about People Experience programs, initiatives, offerings and opportunities. Embed the People Experience philosophy into firm-wide people processes, including performance management and feedback. Ensure all related procedures and communications reflect our core values, foster positive colleague experiences and drive continuous improvement in engagement and culture. Own and update People Experience inputs for requests for proposals (RFPs) and provide commercial advice to support client work and business development as required. Create and implement toolkits, presentations, and surveys to enhance colleague engagement and drive broad participation in PE programs. Develop and track KPIs for all PE initiatives, ensuring rigorous monitoring, measurement, and continuous improvement of project outcomes and colleague experiences. Partner proactively with regional teams, providing actionable advice and insights, and translating people experience, leadership, and culture concepts into clear recommendations and activities that drive results. Carry out other tasks as directed by the Line Manager to ensure effective delivery and development of the People Experience function. Skills and Attributes: Self-starter with a strong ownership mindset, comfortable navigating ambiguity and working within a small team that leads major, high-visibility, global initiatives. Adaptable and flexible, embracing change and prioritizing effectively to meet evolving stakeholder needs and deliver results in a fast-paced, deadline-driven and dynamic environment. Collaborative, building strong relationships across teams, regions, and functions to mobilize action and deliver key global initiatives. Exceptional stakeholder management and project coordination skills; ability to build consensus and drive accountability across diverse teams and seniority levels. Proficient in progressing multiple strategic projects simultaneously, ensuring deadlines and deliverables are achieved in dynamic, evolving environments. Adept at managing project risks and dependencies, with a track record of identifying issues early and escalating or resolving to maintain delivery momentum. Critical thinker, anticipating and identifying risks and able to provide clear, actionable insights and recommendations to inform decision-making and progress. Creative and people-centric, driving engaging communications and innovative approaches that empower colleagues and maximize initiative impact. Strong communicator, able to convey messages confidently and credibly at all levels (written, verbal, presentations), tailoring style and strategies to different audiences including senior leaders and cross-functional groups. Highly organized and detail-oriented, demonstrating rigour in quality control, monitoring, measurement, and tracking across communications and project delivery. Champion of service excellence and an improvement-driven culture, proactively seeking opportunities to enhance efficiency and service and product quality. Experience Required: Minimum of five years experience in a corporate (ideally professional services) environment. Demonstrable, advanced project and program management experience: Proven ability to manage multiple complex projects/programs simultaneously, delivering results independently and on time in fast-paced environments. Experience scoping and launching projects from scratch, tracking, measuring, and delivering on KPIs. Technical experience Demonstrable high proficiency in the full Microsoft Office suite for communications, reporting and presentations. Excel: Experience building and managing spreadsheets to track project progress, conduct data analysis and generate actionable insights. Skilled at creating charts/dashboards to communicate key quantitative messages clearly. Word: Experienced in drafting high-quality reports and communications, using advanced formatting and document structuring to ensure clarity and professionalism. PowerPoint: Accomplished slide writer, able to develop clear, visually engaging, and persuasive presentations for both senior leadership and broad colleague audiences. Comfort using data visualization tools to present complex ideas for impact. Outlook: Skilled in efficient diary management, meeting scheduling, tracking event acceptance, and preparing polished communications. Experience leveraging AI tools to optimize work and drive efficiencies. Demonstrated commitment to advancing an inclusive, high-performing, values-led culture.

Job DescriptionCapital Raising Advisor – Venture Studio (Initio Capital) Website: initiocapital.com Location: Remote Compensation: Equity opportunities, consulting income, referral bonuses Type: Part-Time / Advisory / Flexible About Initio Capital Initio Capital is a venture studio on a mission to democratize venture capital and expand access to opportunity for founders worldwide. We partner with early-stage startups and equip them with the advisors, systems, and networks needed to scale. Our platform gives experienced operators and professionals access to: * High-potential venture-backed startups * Best-in-class advisory tools and founder systems * A network of investors, founders, and fellow experts * Income streams through consulting, fractional work, and referrals We are actively onboarding seasoned capital-raising operators, consultants, agency leaders, and finance professionals who want to help founders secure pre-seed and seed funding. Role Overview As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. You will support companies across industries by providing expert guidance on capital strategy, investor communications, deck refinement, and introductions to qualified investors. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities. ResponsibilitiesFundraising Strategy & Planning * Help founders develop clear, realistic pre-seed/seed funding strategies * Advise on valuation, deal structuring, financial planning, and dilutive vs. non-dilutive options * Guide founders through SAFE, notes, early equity rounds, and investor expectations Investor Readiness & Materials * Review and refine pitch decks, financial models, and data rooms * Improve messaging, narrative clarity, and investor positioning * Coach founders on pitching, storytelling, and investor communication Investor Connections & Introductions * Provide warm introductions to angels, syndicates, lenders, and early-stage VCs (optional) * Support founders as they navigate investor conversations and diligence * Help founders expand their fundraising pipeline and strategy Strategic Support Beyond Capital While capital raising is the core focus, advisors may also contribute to: * Go-to-market strategy * Product development strategy * Talent and early hiring needs * Operational systems and back-office readiness What You Get by Joining Initio CapitalAccess to Exclusive Deal Flow Engage with venture-backed and high-growth startups in our ecosystem. Income Opportunities Earn through: * Paid consulting projects * Fractional advisory roles * Referral bonuses * Select equity opportunities Best-in-Class Tools & Systems We provide frameworks, templates, investor databases, and tooling to streamline your advisory work. Network & Community Join a collective of founders, investors, operators, and agency owners aligned with supporting early-stage innovation. Mission-Aligned Work Play a direct role in democratizing venture capital and enabling more founders to raise with confidence. Who We’re Looking ForIdeal Background * Experience raising capital for a startup or supporting founders who have raised * Background in finance, venture capital, investment banking, entrepreneurship, or advisory work * Experience with SAFEs, convertible notes, financial modeling, or investor relations Skills & Traits * Strong understanding of early-stage fundraising mechanics * Excellent storytelling and communication skills * Ability to quickly diagnose blind spots and provide actionable advice * Comfortable working with multiple startups across industries * Passion for enabling founders and empowering new innovation How to Join We use a simple two-step onboarding process:

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) This is a 6-month contract position, December 2025 - March 2026 As Client Success Manager at Maven, you will: • Lead a portfolio of employer clients and be the face of Maven for all client-related needs, • Maintain high level of client engagement, satisfaction and loyalty, as measured by high client satisfaction scores, • Collaborate with channel/payer partner client executives to manage broader strategic client relationships and unlock additional business opportunities within your portfolio, • Consult clients on ways to better support their working parents based on Maven's industry expertise and program resources, • Convert clients into Maven advocates, leveraging their successes for references, case studies, blogs, etc., • Manage client issues and escalations, collaborating with partner teams such as member support, operations, analytics, product, and sales as required, • Provide strategic analysis of member engagement performance and program metrics, • Own communications to meet mutually agreed upon goals including but not limited to quarterly business reviews, external client meetings/events and other project plans, • Serve as the voice of the client internally by bringing insights to enhance product development and program marketing efforts, • Leverage data and analytics to expand and optimize programs, • 4-6 years of experience in account management or client services role in digital health, healthcare company, channel partnerships, or benefits companies, • Must have experience partnering with payers or other benefits vendors to be considered for this role, • Strong passion for healthcare and influencing organizational change, • Ability to prioritize and manage multiple tasks; track record of high client satisfaction ratings and proven renewal success, • Ability to develop and grow relationships with clients, including VP and C-level executives, • Strong interpersonal and verbal, written, and presentation skills, ability to communicate clearly and persuade, and influence internal and external stakeholders, • Strong analytical and problem solving skills; ability to understand data and present information to clients, • Track record of high client satisfaction ratings and proven renewal success, • Experience in working with the full lifecycle of customer success post sales (adoption, product training, and account management), • Experience with managing high volume of clients is preferred, • Experience at a digital health company in the health, wellness, or family health space is preferred, • Experience supporting health benefit programs for employer, channel and payer clients is a bonus At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description About Us Atlantic is a managed services company founded nearly 70 years ago. While Atlantic’s offerings have evolved over the years with technology, our profound sense of urgency and unparalleled commitment to customer service has been a constant. Atlantic is focused on designing and delivering innovative solutions that improve our partners’ security and productivity. Atlantic’s IT Division is a key growth driver at Atlantic and a focal point of our strategy and investment. Our “Obsessed with Excellence” tag line defines our corporate culture, which, along with our vendor partnerships, curated solutions and exceptionally talented team members, differentiates us from our competition. Atlantic looks for hard-working and motivated candidates with a strong foundation of soft-skills who do not view their weekdays spent at ‘a job’ but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you’re attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to achieve your career goals, you are a great fit for Atlantic! Position Overview – Customer Success Manager (CSM) As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted advisor to key stakeholders and business leaders, ensuring clients achieve maximum value from our services while aligning technology strategies with their business goals. Through regular engagement and a deep understanding of each client’s environment and objectives, you will act as the primary liaison between the client and our internal technical teams. Your role is both consultative and facilitative—bridging the gap between business needs and technical execution, driving satisfaction, and identifying opportunities for added value. Your core objectives in this role include: • Client Success & Value Realization – Help clients understand, measure, and maximize the business value delivered by our services and solutions., • Relationship Management & Retention – Foster long-term relationships that result in high levels of client retention and advocacy., • Issue Management & Escalation – Own and resolve client concerns outside the scope of standard service tickets, acting as an escalation point for issues requiring strategic or high-touch attention., • Strategic Growth Enablement – Identify and support cross-sell and up-sell opportunities that drive client growth and deepen engagement with our services., • Client Technical Strategy & Alignment – Translate business goals into actionable technology strategies. Guide clients in making informed IT decisions and roadmaps. Responsibilities and Duties • Develop and maintain strong relationships with clients, understanding their business needs and objectives., • Monitor customer health metrics, identify (and report and help to report and solve) potential issues, and proactively provide solutions to ensure client success, top drive client retention, • Conduct regular check-ins with clients to assess their satisfaction and gather feedback for service improvements, including the preparation and delivery of Quarterly Business Reviews., • Develop an understanding of our products and services sufficient to effectively educate clients on their value., • Collaborate with the technical teams to tailor solutions to meet client’s technical and business requirements., • Manage and resolve customer concerns and escalations in a timely and empathetic manner., • Identify opportunities for upselling and cross-selling within assigned client base., • Bachelor’s degree in Business, Communications, or a related field., • At least 2-3 years (for CSM) 3+ years (for TAM) of experience in IT business to business (B2B) client success, account management, service delivery or a similar client-facing role (preferably within the MSP industry)., • Strong interpersonal skills with a customer-focused attitude., • Excellent communication, presentation and organizational skills., • The ability to manage effectively many accounts and prioritize tasks., • A good understanding of the landscape of IT services and products at a high-level., • Strong problem solving skills and a strategic mindset., • Proficiency in ConnectWise and Microsoft Office Suite., • Experience with customer success software and tools., • Knowledge of MSP industry trends and challenges., • Competitive salary and benefits package., • As a full-time employee, you will be eligible for our comprehensive benefits program, which includes: • Medical, dental, and vision insurance plans, • 401(k) plan with Principal Financial, • Health FSA (Traditional and Limited Purpose Accounts), • HSA, • Dependent Care FSA, • Transportation Reimbursement Plans (Commuter/Parking), • Employer paid Basic Life Insurance $50,000, • Voluntary Benefits – Life & ADD, STD & LTD, Hospital, Accident, Cancer & Critical Illness, Legal, Identity Protection, Auto & Home, Pet Wellness plans, etc., • Plus, employee perks such as discounts through Savings Marketplace in addition to EAP & HealthAdvocate services, • Paid time off • Opportunities for professional growth and development., • A dynamic and supportive work environment., • An opportunity to work with leading-edge technology and a talented team.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills