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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 04-20-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter. Workplace Flexibility: Remote - Nationwide

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Company Description Madison Avenue Couture is the leading U.S. reseller specializing in authentic Hermès handbags and other luxury pieces. Since 2010, the company has been dedicated to curating a selection of rare and iconic investment-worthy handbags that showcase craftsmanship, style, and heritage. With private showrooms in New York and Palm Beach, as well as a global online presence, Madison Avenue Couture connects collectors and connoisseurs with the world’s most coveted luxury handbags. The company is rooted in trust, authenticity, and a passion for empowering individuals to express confidence and individuality through timeless fashion. This is a full-time, on-site role based in midtown New York. Role Description The Private Client Associate is a high-precision, client-support role responsible for real-time execution in support of Private Client Advisors (PCAs) and the Chief Client Officer (CCO). This role sits at the intersection of clients, inventory, and logistics, ensuring that client requests are answered quickly and visually, items are accurately represented, and shipping and fulfillment are executed flawlessly. In New York, speed and accuracy drive conversion. This role directly supports revenue by enabling advisors to respond faster and with greater confidence. Responsibilities 1. Client Communication & Responsiveness • Communicate directly with clients at PCAs and CCO direction, • Respond to client requests for additional details, • Provide photos, videos, and condition clarifications, • Ensure responses are timely, and accurate, • Escalate complex or sensitive client questions appropriately, • Maintain professional, polished, and brand-appropriate communication, • Ensure all client interactions reinforce trust and confidence 2. Client Support for PCAs & CCO • Pull, stage, and prepare items for showroom appointments, virtual viewings and photos/videos, • Assist in showroom appointments as requested by the PCAs, • Maintain inventory organization and readiness in NY, • Assist in the preparation and evaluation of KPIs, • Assist in the preparation and management of activations 3. Shipping & Logistics Support • Coordinate with the shipping team on delivery timing, shipping questions and post-sale logistics, • Assist with:, • packing verification, • shipping documentation, • Ensure shipping aligns with client expectations and advisor instructions 4. Process Discipline & Documentation • Log all activity accurately in Shopify / CRM:, • photos/videos sent, • shipping status, • client communications, • Maintain clean, auditable records, • Support continuous improvement of NY execution workflows Qualifications • 1–3 years in luxury retail / client services / hospitality, • College graduate, • Clienteling and follow-through, e.g. managing ongoing client relationships to reach conversion, • Comfortable with high-touch communications with HNW clients, • Accuracy in operations a must, • Ability to self manage, as well as to work with a team, • Comfortable with working with a CRM program, • Knowledge of Shopify a plus, • Prior showroom support a plus, • Knowledge or interest in Hermès and Chanel handbags a plus Compensation and benefits • Base compensation from $60k-$75k DOE, • Annual bonus based on company performance, • Three weeks vacation, • Medical, dental and vision insurance, • Matching 401(k)

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

Job Purpose: BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth. Duties & Responsibilities: • Advise on a broad range of investment banking and capital markets transactions across multiple product groups, • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs), • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas, • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision., • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups. Requirements & Qualifications: • Juris Doctor; admitted in good standing to the NY or CA bar, • Position is targeted to be in NYC or San Francisco, • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice, • Significant experience with direct client interaction with financial services clients, • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services), • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization, • Business judgment and ability to assess legal and business risks, while providing practical advice, • Ability to multi-task and work in a fast-paced environment, • Familiarity with broker-dealer regulatory matters relevant to investment banking business, • Strong drafting, negotiation and analytical skills, • Strong organizational skills and attention to detail, • Strong communication skills, both written and verbal, • Ability to manage multiple projects and work independently, • Team player, mentor, confident and proactive Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: .

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. When you join Optum Financial, you're joining a team that is transforming how health care is financed and paid for. You'll work alongside talented peers in a culture guided by diversity, inclusion, and career development. Your work will directly contribute to enabling more people to access the care and benefits they need. The Solution Sales Executive (SSE) drives growth for Optum Financial's Health Benefit Accounts portfolio within the Employer market. This role requires deep familiarity with the health benefits ecosystem, solid broker/consultant relationships, and a consistent record of success delivering results in competitive, complex markets. You will be accountable for an assigned geographic territory, representing Optum Financial solutions to distribution partners and employer clients. Success requires effective navigation of the consultant and broker community, strategic relationship management, and the ability to articulate differentiated value in a crowded marketplace. This position supports our Mid-Market customers within the New York region. While the posted base compensation range for this role is $60,000-$130,000, highly qualified candidates with deep industry experience and established client relationships may be considered toward the higher end of the approved salary band. This posted range reflects base salary only and does not include the sales incentive plan, which is offered separately in accordance with the role's commission structure. If you are located in New York City or Boston, you will have the flexibility to work remotely* as you take on some tough challenges. Primary Responsibilities: • Build, deepen, and maintain strategic relationships with consultants, brokers, and distribution partners across your assigned territory, • Market Health Benefit Accounts (HSA, HRA, FSA) and related solutions to employer groups through established channels, • Grow and manage consultative relationships with key employer clients; understand client goals, assess needs, and demonstrate the value delivered by Optum Financial solutions, • Collaborate across a highly matrixed organization to develop strategies that increase value for clients and drive broader UnitedHealth Group impact, • Deliver compelling value stories aligned to client strategy, presenting to stakeholders at all levels including executives, decision makers, and key influencers, • Serve as a trusted advisor to VP- and C Suite level contacts, influencing decisions and driving revenue growth, • Represent Optum Financial with professionalism, integrity, and subject-matter expertise in both virtual and onsite meetings You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • 5+ years of sales development or business development experience calling on decision makers and economic buyers, • 5+ years of sales/marketing experience building and growing a book of business in the health insurance or financial services industry (Carrier, TPA, or Broker experience required), • 5+ years of experience working with:, • Consumer-Directed Healthcare (HSA/HRA/FSA), • Ancillary/Specialty Benefits, • Wellness programs, • COBRA, • Investment products, • 5+ years of experience using Microsoft Office and a CRM platform (e.g., Salesforce), • Based in New York City or Boston, • Willing or ability to travel up to 50% Preferred Qualifications • Experience engaging and influencing C Suite and senior leadership in a matrixed organization, • Experience navigating and collaborating across UHG, Optum, and/or UHC organizations, • Demonstrated track record of exceeding sales targets and driving revenue growth in competitive markets, • Proven exceptional communication, negotiation, and relationship building skills, • Demonstrated ability to thrive in a fast paced, dynamic environment *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Senior Leadership/High Net Worth Engagement Opportunity in Financial Services Vice President, High Net Worth Planning Services Role Type: Full time Salary: $165,000 - $180,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M+). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm's strategic vision. Responsibilities: * Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW/UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning. * Lead and develop a high-performing team of Senior Financial Planning Specialists. * Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions. * Monitor market trends and client feedback to drive service innovation and continuous improvement. * Help develop and deliver educational content to advisors on estate, tax, and financial planning topics. * Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership. * Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events. Education Requirements: Bachelor's degree from an accredited university. Basic Requirements: * 10+ years of experience in financial services * CFP designation or JD required. * Proven leadership experience managing financial planning professionals. * Extensive experience developing financial plans for HNW individuals or families. * Deep expertise in estate, gift, trust, and partnership tax strategies. * Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies). * Executive compensation planning (e.g., NQSOs, ISOs, RSUs). * Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders. * Ability to integrate market, legislative, and regulatory developments into planning strategies. * Demonstrated success in a fast-paced, results-driven environment. Preferred Requirements: * Proficiency with financial planning software (e.g., eMoney) * Experience with family office structures, private trust companies, and entity governance * CPA or LLM designation. #LI-Remote

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Financial Advisor Assistant / Client Service Associate Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team. This role is ideal for someone who enjoys working behind the scenes—combining operational support with analytical and strategic contributions—while participating in the growth of the business they help support. What You’ll Do • Assist financial advisors with administrative and operational responsibilities, • Prepare, process, and track client paperwork and account applications, • Support client onboarding and ongoing service requests, • Coordinate meetings, follow-ups, and client communications, • Assist with case design and development of client financial strategies, • Help build and prepare comprehensive financial plans, • Conduct data analysis to support recommendations and client reviews, • Support advisors in business planning and practice strategy initiatives, • Performance-based compensation tied to the business and accounts you support, • Typical earning potential ranges from $40,000 to $120,000+ in commission annually, depending on contribution and team production, • No requirement to prospect or build your own client base, • Hands-on training and mentorship within the financial services industry, • Exposure to financial planning, investment strategies, and practice management, • Opportunity to grow into operations, planning, or advisory roles (if desired), • Collaborative, team-oriented work environment, • Strong attention to detail and organizational skills, • Analytical mindset with interest in financial planning and strategy, • Ability to manage multiple tasks and meet deadlines, • Strong communication and problem-solving skills, • Interest in financial services and long-term career growth, • Comfortable in a performance-based compensation structure At Lee, Nolan & Koroghlian, LLC, you’ll play a critical role in both the operational and strategic side of the business. This is a unique opportunity to gain hands-on experience in case design, financial planning, and practice development—while growing your earnings alongside a successful advisory team, without the pressure of direct sales.

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT. Title: Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI) Location: New York / New Jersey Type: FTE About the Role We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team. Key Responsibilities • Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making., • Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes., • Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas., • Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings., • Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services., • Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives. Key Qualifications • 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts., • Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations., • Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives., • Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments., • Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities. This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice. If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive. “Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

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

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

Job Description As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for one of Jefferies' core business lines—Equities or Fixed Income. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication. You'll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision-making. Beyond day-to-day financial management, you'll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology-enabled transformation. Core Responsibilities • Own the financial planning cycle for your assigned business line (Equities, Fixed Income), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation, • Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis, • Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights, • Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions, • As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering the project roadmap, • Communicate clearly and confidently with senior stakeholders, • Build influential cross-functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution Qualifications • +7 years of progressive FP&A experience, preferably within financial services, • Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently, • Strong financial modeling, consolidation, and variance analysis capabilities, • Understanding of Capital Markets business models, revenue drivers, and expense structures, • Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences. Education Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field Advanced degree (MBA, CFA) a plus but not required Primary Location: New York Full Time Salary Range of $150,000-$165,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Position Summary The Campaign Insights team partners with both internal and external stakeholders and data providers, leveraging analytics and measurement to enable optimization of media spending. The VP, Director is responsible for orchestrating efficient delivery of high-quality analytic services to a large book of business, contributing to new business development, and facilitating the professional growth and development of his/her team. Position will exhibit a deeper understanding of digital and media ecosystems including integration of on-line/off-line attribution, integration of upper and lower funnel measurement, interaction of web design with media performance, success of key media tactics including targeting via SCOUT or DMPs/CDPs, dynamic creative optimization, and TV advance audiences and earned media. Responsibilities • Assess client’s needs and develop analytic roadmaps that go beyond measurement plans and learning agendas to include activities such as high value audience identification and targeting, multivariate testing, forecasting and optimization, • Knowledge leadership – begin to serve as “go to” expert for one service area or offering (e.g. brand tracking/campaign effectiveness studies, MTA, web analytics, multivariate testing, dynamic creative optimization, forecasting, DMPs/CDPs), • Serve as project lead on more complex analyses – develop project plans, manage the team’s work efforts, oversee creation of on-time and on-budget deliverables, and present findings, • Assume ultimate responsibility for the quality of team’s analytic deliverables, including pertinent insights and actionable recommendations, • Monitor client level resource allocations relative to contracted scope and reset expectations with media teams and clients as needed, • Develop content for client contracts detailing analytic workstreams and required resources, • Develop and maintain strategic and senior level relationships with clients, as well as external partners utilized in meeting client needs; deepen reputation as a trusted partner, • Identify and capitalize on opportunities to cross-sell and up-sell existing clients to drive organic growth, • Actively collaborate with team to assess prospective clients’ need and help craft pitch materials., • Begin to contribute to the development of new analytic service offerings, • Responsible for at least 2 direct and indirect reports – providing coaching, mentoring and professional development and ensuring adequate client utilization levels Required Skills & Experience • Experience with MS Office; including PowerPoint, Word and Excel, • Experience with ad-serving platforms such as Google Campaign Manager; web analytics tools such as Google Analytics and Adobe Analytics; tag management tools such as DTM/Launch, GTM and Tealium, • Experience with audience tools such as Comscore, MRI, Exact Target; creative/brand evaluation and tracking tools like Kantar Millward Brown, Nielsen Brand Effects; search tools like Adwords, Kenshoo; social tools like Crimson Hexagon, Netbase, • Experience influencing a marketing strategy through the application and/or management of data driven, analytic solutions, • Ability to deliver compelling presentations and storytelling and command an audience / Seen as a partner and advisor by clients, • Demonstrated ability to run a team - solid planning, priority setting, time and project management skills; displays/instills a strong sense of commitment to high quality work, • Exhibits mature leadership - identifies team development opportunities and motivates individuals to a higher level of performance; displays empathy in difficult team situations and manages conflicts, • Team player - highly motivated and collaborative / leads by example, • Skilled at developing relationships across cross-functional teams / Sought out for advice/expertise by internal clients Desired Skills & Experience • Preferably 8 years of experience in a professional services or corporate environment, preferably an agency; significant media analytics experience and deep knowledge of the media ecosystem, • Familiarity with MTA providers like Neustar, VisualIQ, C3, • Familiarity with media mix modeling and other forms of regression-based ROI; A/B and multivariate test design, • Aptitude for identifying new tools/partners that address emerging or challenging client needs desired, • Capable of providing thought leadership and IP and developing innovative analytic offerings desired Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee’s/applicant’s skill set, level of experience, and qualifications. Employment Transparency It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email . For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email . About IPG Mediabrands IPG Mediabrands is the media and marketing solutions division of Interpublic Group (NYSE: IPG). IPG Mediabrands manages over $47 billion in marketing investment globally on behalf of its clients across its full-service agency networks UM, Initiative and Mediahub and through its award-winning specialty business units Healix, Kinesso, MAGNA, Mediabrands Content Studio, Orion Holdings, Rapport, and the IPG Media Lab. IPG Mediabrands clients include many of the world’s most recognizable and iconic brands from a broad portfolio of industry sectors including automotive, personal finance, consumer product goods (CPG), pharma, health and wellness, entertainment, financial services, energy, toys and gaming, direct to consumer and e-commerce, retail, hospitality, food and beverage, fashion and beauty. The company employs more than 18,000 diverse marketing communication professionals in more than 130 countries. Learn more at ___. Salary Range $180,000—$200,000 USD

Lead Advisor is a wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule. Core Responsibilities · Serve as a primary point of contact for clients · Coordinate and execute onboarding of new clients, including account setup, documentation collection, CRM entry, and ensuring a seamless transition into the firm · Coordinate and schedule client meetings in accordance with the firm segmentation and service model · Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings · Coordinate responses to inbound client communications by addressing account and policy related inquiries or directing them to the appropriate team member for resolution · Maintain accurate and comprehensive CRM records in accordance with Helios Capital Partners’ guidelines and procedures Key Characteristics · Excellent organizational skills and attention to detail with high follow-through · Excellent verbal and written communication and interpersonal skills · Approachable, respectful and inclusive communication · Ability to give and receive constructive feedback · Proficient in Microsoft Office suite or related software · Proficient in Microsoft CRM or related software · Strong desire for personal and professional growth · Ability to maintain confidentiality · Full time – hybrid role Qualifications Required · Bachelor’s degree ideally in business administration, accounting, finance or equivalent work experience · Life, Accident and Health license and FINRA SIE, Series 6 or 7 and 63 licenses Preferred · 2-5 years in wealth management or investment management industry Salary Range · $60K-$85K plus bonus (depending on experience) 2 days in midtown 60-85k

Global $100+ Billion Asset Manager Seeks a Senior Associate- Client Services *Reporting to the Managing Director, Client Services *Oversee Client Onboarding- Registered Investment Advisors *New Product Launches *Portfolio Implementation *Assist with Identifying Operational Risks *Streamlining Client Services Technology & Processes *Assisted in Coordinating all Aspects of Client Onboarding including the Establishment of New Client Accounts & Transfer of Assets *Managed the Logistics and Execution of all Client Investment Activity, Including Subscriptions and Redemptions for Alternative Investments *Supported the Onboarding and Training of New Team Members by Delivering Comprehensive Guidance on Processes, Tools, and Best Practices, Enabling Quicker Integration and Improved Team Productivity *Maintain Internal Database of Client Data using Salesforce Qualifications: *2-5 Years of Client Service Experience at a Registered Investment Advisor/Alternative Asset Manager *Salesforce Experience a Big Plus; Strong Excel/ Analytical Skills Base Salary: 110k-140k + a Strong Bonus. ~ (Depending on Level of Experience). Hybrid Schedule- 3/2. ID# 48531

Management Consultant – Banking / Wealth Management (Consultant level) 📍 New York, NY (Hybrid – occasional travel to Manhattan required) 💼 Permanent 💰 $80,000 - $100,000 base salary Your growth starts here. Make an impact in financial services consulting. We are working with a global management and technology consulting firm with deep expertise in the banking and financial services sector. With a strong international footprint and a collaborative, high-performance culture, we partner with leading banks and financial institutions to deliver meaningful transformation across strategy, operations, and technology. The roles offer the opportunity to work on high-impact client engagements while developing your consulting skillset in a supportive, entrepreneurial environment. The Role Depending on your experience and level, you will: • Deliver high-quality client proposals, presentations, and project deliverables, • Assess client organizations, processes, and systems to identify improvement opportunities and recommend innovative solutions, including designing and implementing Target Operating Models, • Manage project delivery end-to-end, ensuring alignment with objectives, timelines, and quality standards, • Facilitate workshops and effectively gather business and technical requirements, • Build trusted client relationships and act as a day-to-day advisor, • Stay current on banking trends, digital innovation, and emerging technologies Your Background • 2 - 4 years of experience in management consulting within banking / financial services, • Understanding of banking products and operations (retail, wealth management, capital markets or investment banking), • Experience delivering consulting engagements and working directly with clients, • Analytical, structured thinker with strong problem-solving skills, • Exposure to business / process / technology transformation programs, • Excellent communication and stakeholder management skills, • Entrepreneurial mindset with the ability to manage multiple priorities, • Willingness to travel and work regularly from the Manhattan office Why Join • Global consulting firm focused exclusively on financial services, • Strong onboarding and continuous learning through a global academy, • Clear career progression and international mobility opportunities

About Sia Experience - Creative Sia Experience is the full-service creative agency. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. It’s an exciting time to join us. SiaX has long been the agency behind some of the world’s biggest brands—now we’re expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We’re shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don’t come around often—if you want in on the next level, this is it. About the Role SiaX is looking for a Paid Search Strategist to lead the end-to-end strategy and execution of high-performance SEM campaigns, while serving as the primary point of contact for our clients. This role is dedicated to the Search ecosystem—including Google Ads, Microsoft Ads, and App store environments. You will be responsible for moving beyond basic keyword management to implement advanced smart bidding, automation, and data-driven testing that directly fuels client growth. This role goes beyond channel execution — it requires critical thinking, proactive problem-solving, and the ability to connect paid media performance directly to business growth. You’ll partner closely with Growth, Creative, Analytics, and Account teams to ensure campaigns are not just optimized, but continuously evolving through innovation, A/B testing, and strategic foresight. Your Impact • Strategic Growth : Lead the strategy and execution of paid search campaigns across Google Ads, Microsoft Ads, and app ecosystems, aligning media investment with client business goals and full-funnel performance., • Planning – Plan, build and manage SEM media plans based on growth forecasts to hit Goals/KPIs set by client. You will lead the end-to-end strategic planning of paid search campaigns, building full-funnel search roadmaps. This involves developing granular keyword architectures and query mapping strategies that align media investment with specific client business goals and seasonal demand., • Optimization: Build and manage granular campaign structures — including keyword segmentation, ad copy testing, and bidding strategy — to maximize efficiency and return on spend., • Automation: Collaborate with Ad Tech and Product teams to implement smart bidding strategies, feed-based automations, and scripts that scale performance and reduce manual optimization., • Conversion Tracking: Own the end-to-end process from implementation of tags/conversion events to troubleshooting if required and partner (where necessary) with Analytics and Tech to ensure data integrity through clean tagging, conversion tracking, and attribution modeling across GA4, GTM, and CRM integrations, • Performance Reporting : You will serve as the primary strategic voice for paid search performance, transforming complex campaign data into clear, executive-level narratives that bridge the gap between technical metrics and business growth. This role requires the ability to lead weekly client meetings and presentations, where you will identify trends, explaining performance drivers, and forecasting growth opportunities. You are responsible for ensuring that all reporting is both actionable and consultative, fostering a high level of client trust by consistently demonstrating how search strategies directly impact their bottom-line objectives., • Cross-Functional collaboration: Work alongside Creative, SEO, Analytics and Account teams to ensure paid search efforts complement broader digital marketing initiatives., • Continuous Innovator: Stay ahead of algorithm updates, automation advancements, and beta opportunities across Google and Microsoft to keep campaigns at the leading edge. What Success Looks Like • Campaigns consistently exceed KPIs for ROI, CPA, and conversion volume across Google and Microsoft ecosystems., • Budget pacing, bid automation, and targeting frameworks operate seamlessly, maintaining efficiency and accuracy at scale., • Conversion tracking and reporting deliver clear, actionable insights tied directly to business outcomes., • Search strategies evolve continually through structured testing, data analysis, and platform innovation., • Clients and internal stakeholders view you as a trusted advisor who connects media performance to real business growth., • Documentation, testing roadmaps, and optimization playbooks establish replicable best practices for the broader team. Qualifications • 5+ years of experience managing paid search campaigns, ideally within an agency or performance marketing environment., • Deep platform expertise across Google Ads, Microsoft Ads, YouTube, and app ecosystems (Apple Search Ads, Google UAC, etc.)., • Strong understanding of keyword architecture, query mapping, bidding models, and conversion tracking., • Proven experience managing multi-million-dollar paid search budgets with accountability for CPA, ROAS, and ROI performance., • Proficiency in automation tools and scripts (e.g., SA360, Skai, Marin, or in-house API-based solutions)., • Advanced analytical skills with the ability to translate campaign data into meaningful insights and business recommendations., • Experience designing and executing A/B tests across ad copy, landing pages, and bidding strategies., • Familiarity with GA4, Google Tag Manager, attribution modeling, and feed-based automation. 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 range at $130,000-$150,000, 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) 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. 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 ___ 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 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).

Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Knowledge, Skills & Abilities: • Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement., • Highly Responsible and accountable, self-motivated, • Excellent organizational and time management skills, • Ability to independently prioritize work, • Ability to handle multiple tasks within tight time frames, • Proficiency with Microsoft Office and computer software and systems to perform duties, • Maintain, improve and optimize office processes, • Strong verbal, written and interpersonal communication skills, • Interest in financial markets and investment securities

My client is seeking a highly detail-oriented and discreet Controller to oversee the financial operations of a single family office. This is the first in-house accounting hire to build out the processes. This role will manage accounting, reporting, cash flow, and controls across a complex structure of investment entities, trusts, and personal assets. The Controller will partner closely with principals and advisors to ensure accurate reporting, liquidity management, and long-term financial organization. Key Responsibilities Financial Reporting & Close • Oversee monthly, quarterly, and annual close processes across multiple entities (LLCs, partnerships, trusts), • Prepare consolidated financial statements, including net worth reporting and investment performance summaries, • Maintain general ledger integrity and ensure accurate classification of complex transactions, • Track and reconcile a diverse investment portfolio (private equity, hedge funds, real estate, direct investments), • Record capital calls, distributions, valuations, and performance metrics, • Coordinate with custodians, fund administrators, and investment managers, • Monitor and manage cash positions across multiple accounts and entities, • Oversee bill pay, wires, and capital funding needs, • Develop short- and long-term cash flow forecasts, • Maintain organizational structure across trusts, partnerships, and operating entities, • Track intercompany transactions and allocations, • Partner with external tax advisors to support tax planning and compliance, • Provide organized financial data for federal, state, and local tax filings, • Establish and maintain strong internal controls and approval processes, • Implement scalable systems and reporting tools, • Serve as primary liaison to external service providers (tax, legal, audit, banking, investment advisors), • Bachelor’s degree in Accounting or Finance (CPA strongly preferred), • 7–12+ years of experience in accounting/finance, with family office, private wealth, or fund accounting exposure, • Strong knowledge of partnership accounting, investments, and multi-entity structures, • Experience with investment reporting and portfolio tracking, • Experience supporting ultra-high-net-worth individuals or families, • Familiarity with trusts, estate structures, and tax-efficient investment vehicles, • Exceptional attention to detail and organization, • Strong ownership mentality and accountability, • Ability to operate in a low-structure, highly customized environment, • Clear communication skills with non-financial stakeholders, • High integrity and discretion

Senior Product Manager Full-time | Hybrid in-office NYC or Philadelphia | iAltA Holdings – Private Markets Ecosystem Who We Are iAltA is a next-generation financial services ecosystem purpose-built to power the future of private markets. Our platform of companies spans data infrastructure, regulated entities, payments capabilities, and investment services—designed to serve General Partners (GPs), Limited Partners (LPs), and the broader capital markets ecosystem. We build and scale foundational systems that enable capital to move more intelligently, transparently, and efficiently across asset classes. iAltA Holdings serves as the strategic and operational backbone of this ecosystem—incubating companies, aligning shared services, deploying capital, and driving innovation across the platform. At iAltA, every leader must have growth-company DNA: operating with speed, clarity, resilience, and accountability in a complex, high-change environment. Things move fast, and we value action, intention, and teamwork above all else. In This Role, You Will · Join a new operating company within the umbrella of iAltA where we are building the connective layer of modern wealth management: a shared data and workflow foundation that serves the advisor while connecting the ecosystem. · Transform high-level product vision into executable roadmaps across three wealth management fintech products, establishing data-driven prioritization frameworks that maximize engineering efficiency to maintain development pace with company strategy & growth goals. · Report and engage regularly with senior leadership · Achieve the following outcomes in the first 12-18 months: Product Delivery & Roadmap · Establish and maintain prioritized product roadmaps for all three products with clear quarterly milestones. · Implement a transparent, ROI-based prioritization framework adopted by all stakeholders (GMs, sales, engineering). · Achieve on-time delivery of committed roadmap items. · Develop and maintain toolkit that supports product development process. Cross-Functional Alignment · Work with GMs and sales teams as the go-to person for translating business needs into technical solutions. · Minimize engineering rework/pivots through effective requirements and technical specifications. · Establish regular feedback loops across all three business lines. · Maintain parallel development processes across all products with appropriate prioritization. Technical Excellence · Create technical specifications that engineering teams can execute without significant clarification. · Develop and implement elite product development process using best practice principles. Business Impact · Build and demonstrate clear ROI metrics for shipped features. · Contribute to YoY growth trajectory through effective feature prioritization. · Identify and prioritize high-impact initiatives. To Be Successful, You Will Have Technical Fluency · Can read code and engage deeply with engineering on architecture decisions. · Understands API design, data modeling, system integration patterns. · Writes detailed technical specs that engineers respect and can execute from. · Quickly learns new technical domains without hand-holding. Prioritization & Judgment · Builds frameworks that balance quantitative data with qualitative insights. · Says “no” effectively with clear reasoning. · Distinguishes between urgent and important. · Makes trade-off decisions that optimize for business outcomes, not politics. Execution Excellence · Ships iteratively and effectively. · Consistently pushes the pace of development. · Breaks down ambiguous problems into concrete deliverables. · Drives projects to completion through obstacles. · Maintains momentum across multiple concurrent workstreams. Stakeholder Management · Synthesizes conflicting feedback from multiple sources into coherent direction. · Builds credibility with non-technical business leaders. · Communicates technical concepts to non-technical audiences. · Pushes back respectfully when needed. Bonus if you also have: Elite Product Process Knowledge · Brings proven frameworks from top-tier companies. · Experience with modern product ops tools and methodologies. · Track record of developing and implementing process improvements. Startup Adaptability · Comfortable with ambiguity and rapid change. · Does the work themselves rather than expecting a large support team. · Thrives in resource-constrained environments. · Go-to-market intuition for early/growth-stage products. · Sees opportunity in chaos and finds it to be fulfilling & regenerative, not draining. Data-Driven Decision Making · Establishes metrics before building features. · Uses data to validate (or invalidate) assumptions. · Comfortable with basic analytics tools. Financial/Domain Learning Curve · Can learn the wealthtech domain quickly (not required on day one). · Interest in financial services and investment management. What We’re Looking For · Experience at a company known for product excellence (e.g., FAANG, unicorn startup, or elite Series B+). · Experience managing technical products with engineering teams of 10+ people. · Track record of shipping features across multiple products or platforms simultaneously. Bonus if you also have: · B2B SaaS or platform experience. · Previous work at a company with great product operations/discipline. · Experience in a high-growth, early-stage company. · Deep technical background and familiarity. · Familiarity with financial services, fintech, or regulated industries. You Will Embody iAltA’s Core Values · Intentional, but Opportunistic – We Say Yes! · Adaptability · Loyalty · Team First, Ego Last · Always Learning Compensation & Benefits · Competitive salary range: $140,000 - $180,000+ based on experience · Equity participation · Flexible time off policies · Comprehensive health, dental, and vision coverage for employees and dependents · Opportunity to shape the infrastructure of the next-generation private markets ecosystem Additional Information This job description is not exhaustive; other duties may be assigned as needed. A background check may be conducted following a conditional offer of employment. iAltA is an equal opportunity employer. We are committed to creating a high-performing healthy culture and environment for all employees.

Job Description Summary #LI-Hybrid Novartis is on a mission to transform medicine and improve lives worldwide. As a global leader in healthcare, we leverage advanced technology and data to deliver patient-centric solutions, enhance customer engagement, and drive innovation. The Insights and Decision Science (IDS) team is dedicated to enabling improved decision making at Novartis by leveraging superior data to identify actionable insights that drive enhanced performance. The US CRM organization sits within IDS and plays a crucial role in driving the transformation to a Customer 360 operating model. Reporting to the Executive Director, CRM Product Strategy, this role acts as the central authority on value measurement and partners closely with Finance, Commercial, Operations, and CRM delivery teams to ensure CRM is a strategic growth and efficiency driver for the US organization. The Director, Product Strategy - Value Realization is responsible for quantifying the impact of CRM investments and ensuring Novartis realizes clear, measurable business value from CRM capabilities. This role defines success metrics, builds value frameworks, and establishes processes that link CRM investments directly to productivity, usability, and commercial outcomes. This position will be located at the East Hanover, NJ site and will not have the ability to be located re-motely. This position will require 15% travel as defined by the business (domestic and/ or international). Job Description Major Accountabilities: Value Definition & Measurement • Define and operationalize KPIs, OKRs, and success measures at the portfolio, program, and capability level, • Build methodologies to quantify productivity savings (time, cost, effort reductions) driven by CRM capabilities, AI/agentic solutions, automation, and workflow optimization, • Create usability-performance frameworks to measure user experience, adoption quality, and time-to-value, • Build andmaintaina CRM value realization framework that informs prioritization and resource allocation decisions, • Partner with Finance to ensure value assumptions, productivity gains, and ROI projections are recognized and audited, • Develop business cases that clearly quantify expected value and align to enterprise commercial objectives, • Lead cross-functional working sessions with Sales, Marketing, Medical, Patient Services, Operations, Strategy, IT and Finance toidentify,validate, and track value opportunities, • Partner with IDS analytics and data teams to design, execute, and industrialize value measurement models and reporting, • Collaborate with the Product Vision and Platform Roadmap teams to ensure roadmap decisions are grounded in measurable business outcomes, • Drive organizational alignment around value-based prioritization and transparent reporting, • Engage in matrix leadership across business, IT, and commercial teams without direct authority Reporting & Communication * Develop dashboards and reporting mechanisms to communicate progress against value KPIs and OKRs * Present measurable value, productivity impact, and insights to executive leadership * Serve as a trusted strategic advisor for CRM value across the US Enterprise organization Novartis seeks an accomplished product strategy and business analytics leader withdemonstratedsuccess in defining success metrics and quantifying value from CRMand enterprise systems. The ideal candidate brings strong business acumen, executive presence, and the ability to translate complex analysis into clear, actionable decisions. Essential Requirements: • Bachelor's degreerequired;Master'sdegree, MBA, or advanced analytics background preferred, • 7+ years in product strategy, business analytics, consulting, value realization, or enterprise performance roles, • Demonstrated success defining and operationalizing KPI/OKR frameworks for complex CRM programs and implementation, • Experience quantifying productivity savings and building ROI frameworks for CRM investments, • Strong understanding of CRM platforms (Salesforce, Veeva) and commercial operations, • Excellent analytical skills with the ability to translate complex data into strategic insights and clear executive recommendations, • Demonstrated ability to use data-driven insights to shape investment decisions, prioritize initiatives, and challenge assumptions with senior stakeholders, • Proven matrix leadership experience within complex, cross-functional life science environments, • Knowledge of the pharmaceutical industry, including sales, medical, patient services, access and marketing operations and the dynamics of the US commercial environment Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Agility, Agility, Brand Analysis, Brand Awareness, Commercial Excellence, Cross-Functional Collaboration, Customer Engagement, Customer Experience, Customer Insights, Data Strategy, Digital Marketing, Go-To-Market Strategy, Healthcare Needs, healthcare outcomes, Influencing Skills, Inspirational Leadership, launch products, Marketing Strategy, Media Campaigns, People Management, Product Marketing, Product Roadmap, Return on Investment (ROI), Stakeholder Engagement, Stakeholder Management {+ 2 more}

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

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs. Overview Selective is recruiting for an Sr. Vice President of Investor Relations. This position leads the strategy and execution of the company's Investor Relations program, translating underwriting and investment results, strategy, and long-term value creation into clear, consistent communications for investors, analysts, and rating agencies. This leader serves as a strategic advisor to the CFO, CEO, and Board of Directors, ensuring disclosure quality, guidance discipline, and strong market engagement. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements, including Regulation Fair Disclosure. This position will be located in our future Short Hills, N.J. location. Until the new Short Hills headquarters is operational, the successful candidate will work in our Branchville, N.J. location during the interim. Responsibilities • Strategic Leadership & Market Advisory: Shape Selective's financial and strategic narrative and advise on messaging implications of market trends and investor sentiment. Serve as the key point of contact for the investment community. Build a strong rapport with management and investors to position key corporate messages. Respond to shareholder, analyst, and employee requests for information., • Business Development: Partner with the CFO and executive leadership on business development initiatives, including acquisitions, partnerships, and strategic capital solutions., • Investor Communications: Own quarterly IR deliverables: earnings release, conference call script and Q&A preparation, investor presentation, and related SEC materials-applying Regulation FD principles to avoid selective disclosure and ensure broad dissemination. Partner with FP&A, Accounting, Actuarial, Treasury, and Legal to assure accuracy and consistency across guidance, commentary, and filings., • Financial Analysis & Market Intelligence: Evaluate external trends and industry dynamics. Proactively communicate key insights to Executive and Senior leadership to inform the execution of organizational priorities. Benchmark stock performance vs. P&C peers, track estimate revisions, ownership changes, and valuation drivers; synthesize implications for management and the Board. Analyze quarterly results and compile company, peer, and industry statistics for use in discussions with the investment community, including quarterly investor presentations., • Events & Relationships: Lead investor days, roadshows, conferences, earnings conference calls, and rating agency touchpoints; target and cultivate strong investor relationships; prepare executives with briefing books and key messages. Provide ongoing dialogue and contact with the investment community regarding the company's operating results and strategy., • Capital Markets & Rating Agencies: Collaborate with Treasury on capital actions (dividends, repurchases, debt, & insurance-linked securities issuance) and associated communications. Support rating outcomes by engaging with rating agencies on capital adequacy frameworks. Transparently communicate financial performance, strategy, and rating sensitivities., • Compliance & Governance: Maintain rigorous disclosure controls and governance standards; oversee timely, accurate reporting and adherence to Reg FD., • Investor Sentiment & Market Insights: Provide senior management with feedback on discussions with the investment community and commentary on market and industry events. Knowledge and Requirements • Deep knowledge of Finance, Accounting, and Economics., • Exceptional executive communication, financial modeling, valuation, and stakeholder management skills., • Strategic storytelling capability, converting actuarial and finance insights into a cohesive narrative for investors, maintaining discipline and clarity., • Stakeholder leadership by earning trust with investors, analysts, and rating agencies through consistency, data integrity, and responsiveness., • Champions robust disclosure controls and alignment with Reg FD. Education and Experience • P & C Insurance experience is preferred. Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our ___. The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs. Pay Range USD $241,000.00 - USD $332,000.00 /Yr. Additional Information Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions. For Massachusetts Applicants It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Chief Financial Officer, Reinsurance Role Overview The Chief Financial Officer, Reinsurance will serve as the senior finance partner to Aon's Reinsurance leadership team, with full accountability for financial strategy, performance management, capital allocation, and decision support across the global Reinsurance business. This role is critical to driving disciplined growth, margin expansion, and returns, while ensuring rigorous financial governance in a complex, global, and marketsensitive business. Reporting to the Group Chief Financial Officer, the CFO, Reinsurance will bring strong strategic judgment, deep financial acumen, and executive presence. The role requires a leader who can operate at both altitude and detail-translating market dynamics, portfolio decisions, and capital deployment into clear, actionable financial insights for senior leadership and the Board. Key Responsibilities Strategic Finance & Decision Support • Act as the primary finance advisor to the Global Reinsurance leadership team, providing clear, decisionoriented insights on growth, profitability, and capital deployment., • Lead financial input into the Reinsurance operating plan and longrange strategic planning, ensuring alignment with enterprise objectives and return thresholds., • Evaluate strategic initiatives, including organic investments, talent deployment, pricing and portfolio mix, and M&A, with a focus on ROI, ROIC, and value creation., • Own financial performance management for the Reinsurance business, including monthly results, forecasts, and variance analysis., • Establish and refine leading and lagging KPIs that predict performance and enable early course correction., • Drive deeper portfoliolevel analytics across products, geographies, client segments, and capital solutions., • Partner with Corporate Planning, Treasury, and Controllership on capital allocation decisions, including investment prioritization, expense discipline, and balance sheet considerations., • Ensure strong financial controls, governance, and compliance across the Reinsurance finance organization., • Lead and develop a highperforming Reinsurance finance team, fostering strong engagement, accountability, and talent development., • Partner closely with Regional CFOs, Solution Line finance leaders, Strategy, ABS, and other enterprise functions to ensure consistency of data, insights, and execution., • 15+ years of progressive finance leadership experience in complex, global organizations., • Strong background in strategic finance, FP&A, performance management, and capital allocation., • Demonstrated experience supporting senior business leaders in marketdriven, cyclical, or financial services environments; experience in insurance, reinsurance, or capital markets is strongly preferred., • Proven ability to lead teams, influence across a matrix, and operate effectively at the executive and Board level., • Deep financial modeling and analytical expertise, including ROI/ROIC analysis, valuation, and scenario planning., • Strong working knowledge of accounting, cash management, tax, and financial controls., • Executive Presence & Judgment: Clear, confident communicator with the ability to distill complexity into actionable insight and influence senior stakeholders., • Strategic Agility: Ability to connect financial outcomes to business strategy, market dynamics, and longterm value creation., • Operational Discipline: Strong bias toward execution, accountability, and delivery against commitments., • Collaborative Leadership: Trusted partner who builds strong relationships and leads effectively in a global, matrixed environment. The CFO, Reinsurance will play a pivotal role in shaping the financial direction of one of Aon's most strategically important businesses. This role sits at the intersection of market cycles, capital decisions, and leadership judgment-requiring a finance leader who can both challenge and enable the business to deliver sustained, highquality performance. In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. All colleagues enjoy two "Global Wellbeing Days" each year to focus on themselves. We also offer a variety of workingstyle solutions for our colleagues. Our continuous learning culture inspires and equips you to learn, share, and grow - helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.We are proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all qualified applicants without regard to legally protected characteristics. People with criminal histories are encouraged to apply. If you require accommodations during the application or interview process, please email___or speak with your recruiter. Aon is not accepting unsolicited resumes from search firms for this role. Nothing in this job description restricts management's right to assign or reassign duties at any time. Salary Range:The salary range for this position is $275,000 - $350,000 annually. Actual salary will vary based on education, experience, skills, abilities, internal equity, and geographic location. Incentives:This role is eligible to participate in Aon's annual incentive program. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #li-mk2 2575925

Description Syneos Health is seeking a senior-level Digital and Social Media Strategist for our Digital and Social Strategy (DSS) team. This team member will lead strategic direction across multiple client accounts, oversee the execution of complex digital and social media engagement strategies, and play a key role in driving agency growth and thought leadership.Responsibilities:* Lead the development and execution of enterprise-level digital and social strategies across multiple client accounts, ensuring alignment with overarching business objectives and measurable outcomes.* Lead and/or assist on digital and social strategy initiatives across multiple projects, leveraging data-driven insights to generate results that have a positive, measurable impact for our clients.* Develop, launch, and manage integrated multi-channel campaigns across digital, website, social, influencer, and paid channels, including strategic oversight of budget allocation, channel mix, and campaign performance optimization.* Understand a client's business objectives and clearly make the connection between client business goals and digital and social media recommendations. Provide sound business justification for investment (based on market trends, audience insights, past campaign data, and past experiences).* Research and stay up to date on digital and social media trends, platforms, developments, and vendors. Cultivate relations with leading digital and social media platforms. Strive to become a recognized subject matter expert on engagement, platform innovation, and digital trends across the healthcare landscape.* Craft strategic client-facing POVs that provide thoughtful direction and recommendations based on industry news, platform updates, and trends that directly tie back to client objectives.* Serve as a trusted strategic advisor and thought partner for senior client stakeholders, providing proactive counsel that shapes both short-term and long-term digital roadmaps.* Oversee and mentor junior and mid-level digital and social strategists, guiding their professional development, establishing career growth plans, and reviewing deliverables to ensure quality, accuracy, and alignment with client goals.* Translate complex analytics and performance data into clear, actionable insights and recommendations for clients and internal teams, driving continuous improvement and innovation across campaigns.* Lead the conceptualization and execution of agency-wide digital innovation initiatives, pilot programs, and thought leadership, contributing to new business development and positioning Syneos Health as a digital-first healthcare agency.* Contribute to agency growth by supporting new business pitches, digital innovation initiatives, crafting digital POVs, and representing the DSS team in cross-agency initiatives and discussions.* Establish and enforce best practices, frameworks, and processes that elevate the consistency and effectiveness of digital and social strategy across the agency.* Proactively identify opportunities to integrate emerging technologies, including generative AI, advanced analytics, and automation, into client campaigns and internal workflows.Requirements: * 8+ years of experience in digital and social media strategy at an agency or corporate in-house, with significant healthcare experience.* Strong ability to deliver persuasive, evidence-based counsel for client communications and marketing teams.* Ability to work with cross-functional teams that are both large and small and interact daily with different people (including clients).* Maintain and keep abreast of current and emerging digital and social media technology and platforms, particularly those with implications in the healthcare industry.* Knowledge of the rules and regulations related to the pharma industry.* An energetic team player with a collaborative spirit and the ability to influence and unify direct teams and peers.* Proven experience in managing senior client relationships and leading strategic discussions at the executive level.* Ability to interact effectively as a strategic partner with senior agency management.* Experience with Microsoft PowerPoint, Word, Excel, digital/social media platforms and tools (e.g., Facebook Insights, Facebook Ads Manager, LinkedIn analytics, LinkedIn Campaign Manager, Twitter Insights, Twitter Ads, and Google Analytics, etc.), and social media management tools (e.g., Sprinklr, Sprout, Hootsuite).* Experience with generative AI tools is a plus but not a requirement.The annual base salary for this position ranges from $150K to $170K. The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. In addition, some positions may include eligibility to earn commissions/bonus based on company and / or individual performance.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses., • Three highly skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Complete the program requirements and join the management team as an associate partnerQualifications:, • Knowledge of cultural markets a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Individuals with advanced degrees, MBAs, prior business ownership experience, or a strong business mindset are encouraged to apply, • Applicants must live within commuting distance of Uniondale, NY, to be consideredAbout Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Where Conviviality is at work. Pernod Ricard is a global premium spirits and wine company. We're the team behind leading brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu, Kahlua Liqueur, The Glenlivet Gin, and Skrewball whiskey, as well as many more superior wines and exquisite champagnes! Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialite...it means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard. Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! The salary range for this role, based in New York, is $112,320.00 to $140,400.00. The range may vary if the role outside of this location. Base salaries are determined during our interview process, by assessing a candidate'sexperience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: The Finance Manager, Business Planning - Chains, East Region & South Carolina actively partners with the business to identify growth opportunities and deliver insights that support commercial decision-making. This role provides thought partnership to division sales teams through a mix of recurring deliverables, forecasting, and ad hoc analysis. The ideal candidate is highly analytical, communicates effectively, and can influence cross-functional stakeholders to help achieve the region's financial goals. Who will love this job: This role is ideal for a commercially minded finance professional who enjoys combining financial ownership with business insight and judgment. You will do well in this role if you are a motivated self-starter with strong analytical, organizational, and interpersonal skills, and if you enjoy collaborating across functions to solve problems and drive results. This position is well suited for someone who wants meaningful ownership today and a clear path to larger, more complex market responsibilities over time. What you'll do: Finance and Analytics * Serve as a key thought partner and advisor to the Chain and regional sales teams, Senior Finance Manager, Division Finance Director, and distributor partners. * Provide business performance tracking, analysis, and insights to key stakeholders. * Build ad hoc scenario modeling and conduct post-program analyses to evaluate return on investment. * Partner with cross-functional stakeholders to support Chains division priorities in the East and develop financial models and forecasts. * Present financial business reviews to division leadership and distributor partners. * Support period-end close activities, including accrual preparation and analysis of actuals versus budget and forecast. * Prepare budgets and latest estimates for gross sales, price support, customer redemptions, and entity grants, with input from Sales, Brand, and Revenue Management teams. * Translate budgets and latest estimates into financial plans within the Hyperion forecasting system. * Reconcile variances between latest estimates and Annual Operating Plan (AOP). * Identify opportunities to optimize the region's P&L and partner with the business to mitigate risk. * Support execution of Revenue Growth Management (RGM)-led opportunities. * Benchmark processes across the Business Planning community to identify best practices. * Maintain accountability for market-level spend accuracy against budget. * Partner with Chain teams, state leads, and distributor partners to support the creation and tracking of Local Market Fund (LMF) investment plans. * Coach market teams to support profitable decision-making. Pricing * Improve net sales performance by identifying strategic and tactical pricing opportunities. * Develop and execute pricing plans, including price increases and pricing strategy changes, in partnership with distributor partners and brand stakeholders. * Analyze competitive activity in the market and recommend pricing responses to commercial teams. * Partner with state leads and distributor partners on post-event and price execution analysis. * Monitor compliance with brand pricing strategy through market surveys and syndicated data analysis, and partner with Sales, Brand, and Revenue Management teams on adjustment plans as needed. * Conduct price elasticity analyses to assess the volume and revenue implications of pricing changes across channels and customers. * Maintain promotional calendars for the region. * Coordinate activities, where needed, across National and Regional Chains and Independent operators. * Manage price filings as required. What's in it for me? Being part of an inclusive and diverse company where professional development and internal career mobility is front-and-center to our talent strategy. This means your career at Pernod Ricard has many possibilities. You'll be part of a culture that celebrates the rich diversity of our people across the globe and be part of our long-standing commitment to making exceptional products, giving back to our communities, and honoring our responsibility to preserve the environment. Required Qualifications: * Bachelor's degree required, preferably in Finance, Accounting, or Economics; MBA is a plus. * 5+ years of experience in finance, pricing, or commercial analytics; cross-functional, spirits industry, or broader CPG experience is a plus. * Advanced Excel and PowerPoint skills; Hyperion Essbase experience is a plus. * Experience with dashboarding and business intelligence tools; ability to build dynamic analytical tools using multiple data sources is a plus. * Proficiency with Nielsen/IRI, NABCA, Power BI, ThinkCell, and/or similar systems. When you join Pernod Ricard, you'll experience a workplace that is rich in heritage, driven by our iconic brands and a long-standing commitment to sustainability, safety, and giving back to the people and communities where we work. We know that happiness at work starts with that feeling of belonging you get from an inclusive culture where being uniquely you is celebrated. Our values are lived, they drive our behaviors, and it's what brings our ___. Our work philosophy celebrates the magic of human connection with the flexibility needed to provide one's most meaningful contribution. We offer a flexible work policy, with most of our positions offering a hybrid option with flexibility to work remotely 2 days a week. As a global employer, we understand that not everyone's working hours are the same, and we empower our employees to work the hours that make the most sense for them and their team's schedules. We offer employees great benefits and perks to toast to a life filled with support. Check out ___ for details. This recruitment process uses artificial intelligence (AI) tools to match applicant skills with role requirements and qualifications. Pernod Ricard USA is an Equal Opportunity Employer. It employs qualified individuals based solely on ability, training, and experience, and does not and will not, discriminate for or against any employee or applicant for employment or promotion based upon actual or perceived race, color, religion, sex, age, disability, national origin, citizenship, marital status, sexual orientation, gender identity, genetic information, military service or any other classification protected by law. Offers will be subject to United States local terms. Pernod Ricard USA is committed to the full inclusion of all qualified individuals. As part of this commitment, Pernod Ricard USA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. To request reasonable accommodation during the application process, contact us at ___. Job Posting End Date: Target Hire Date: 2026-05-18 Target End Date:

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

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Title: Director of Finance, NJIT Foundation Department: SVP Advancement Reports To: Associate VP Development & Alumni Relations Position Type: Staff Position Summary: The Foundation at New Jersey Institute of Technology is seeking a strategic, mission-driven Director of Finance to lead the financial strategy and operations for a dynamic, student-focused nonprofit organization. As a key member of the Foundation's leadership team, the Director will be a trusted advisor to the President of the Foundation, Senior Vice President for Finance and Chief Financial Officer of the University, Foundation Board of Directors, and senior staff-ensuring financial integrity, operational excellence, and sustainable growth while aligning resources to advance the Foundation's mission. Essential Functions: Financial Management & Reporting: -Lead financial oversight of the annual $1M+ operating budget of the Foundation. -Prepare and present financial reports to executive leadership, the board of directors, and external stakeholders. Ensure financial transparency and clarity to support data-driven decision-making. -Develop and maintain sophisticated financial models to evaluate strategic initiatives, fundraising campaigns, impacts to the endowment portfolio, and long-term operational sustainability. -Develop multi-year financial projections aligned with fundraising and endowment growth strategy to ensure long-term sustainability. -Oversee development and maintenance of strong internal controls and adherence to financial reporting practices and all applicable federal and state regulations. -Serve as the primary financial liaison between University Finance staff and leadership to understand the financial position of the Foundation as it relates to the University as a whole. External Relations & Fundraising Support: -Partner with Development and Advancement teams to evaluate complex gifts, manage donor-advised funds, and communicate financial impact. -Lead coordination of the annual audit and preparation of the IRS Form 990, and ensure compliance with all federal, state, and local regulations, GAAP, GASB, IRS, and nonprofit accounting standards. -Provide oversight of an endowment and investment portfolio in collaboration with the Investment Committee and OCIO. -Develop and maintain a working knowledge of foundations, pooled asset investments, charitable giving opportunities and strategies, and structured noncash donations. -Manage third-party vendor relationships and contract negotiations. -May supervise staff as assigned. -Support executive leadership in evaluating complex gifts and assets. -Help craft compelling financial narratives for fundraising and strategic initiatives. -Act as a visible ambassador of the Foundation's mission. Prerequisite Qualifications: -Bachelor's degree in Accounting, Finance, Business Administration, or related field. -At least 6+ years of progressive financial leadership experience, ideally within a nonprofit, foundation, or similarly complex environment. -Demonstrated success in developing financial strategies and managing organizational change. -Strong leadership, interpersonal, and communication skills with the ability to engage non-financial stakeholders. -At the university's discretion, the education and experience prerequisites may be exempted where the candidate can demonstrate to the satisfaction of the university, an equivalent combination of education and experience specifically preparing the candidate for success in the position. Preferred Qualifications: -Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Master's degree (MBA, MPA, or similar). -Familiarity with foundations, donor-advised funds, and philanthropic finance structures. -Experience with board members, external auditors, compliance management, and regulatory oversight. Bargaining Unit: Non-Aligned Range/Band: 10 Salary Information: In compliance with the NJ Pay Transparency Law, the annual salary range for this position is $105,000.00-$110,000.00 (USD). NJIT considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses or other items. To learn more about the comprehensive benefits NJIT offers for this position, please visit our benefits page: . FLSA: Exempt Full-Time Apply NowShare Save Job

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

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

Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. Best Places To Work for Financ

Partner with investment teams, product specialist, content marketers, and compliance to ensure the content is accurate and compliant, and align with Goldman Sachs’ investment perspectivesSupport advisor education initiatives including training programs, conferences, webinars, and digital learning

Are you ready to take on a high-profile, time-pressured role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director of Business Management for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior l

Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles. Role Overview: We are looking for a Wealth Advisor to join our Advisory team. Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-def

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

About the Role The Forward Deployed Context Engineering Lead (Director) is responsible for designing, deploying, and governing end-to-end context and retrieval architectures that power generative AI and agentic AI solutions for strategic financial services clients. Embedded at client sites using a embedded forward deployment model, this leader translates business imperatives into production-grade AI deployments, context pipelines, tool orchestration frameworks, and evaluation systems that ensure AI workflows are compliant, reliable, and measurable against regulatory and business standards. In highly regulated financial services environments, this role bridges AI innovation with governance frameworks including BCBS 239 (risk data aggregation), NIST AI RMF, ISO 42001, and emerging AI regulations. The holder serves as both a trusted technical advisor and strategic business partner, shaping how AI augments operations. In this role, you will: Strategic Partnership & Client Leadership * Partner with CFO, CIO, COO, Chief Risk Officer, and Chief Compliance Officer to define multi-year AI transformation roadmaps, with emphasis on use case prioritization, governance alignment, and risk-adjusted ROI. * Work "forward deployed" at client sites, embedding within business units and technology teams to own end-to-end solution delivery from discovery through production and value realization. * Lead discovery workshops to uncover high-value AI opportunities, frame problem statements, and shape outcome-driven implementations in core business processes (credit decisioning, market risk, AML/CFT, wealth advisory). End-to-End Context Architecture * Own the complete context fabric that feeds LLMs and agents: data products, RAG pipelines, vector databases, knowledge graphs, semantic layers, tool schemas, memory stores, and orchestration patterns. * Design and oversee implementation of enterprise-scale retrieval systems that integrate multiple data sources (core banking, risk repositories, regulatory data, market data, customer data warehouses) with sub-second latency and high recall. * Architect tool landscapes for agents, defining function schemas, validation rules, pre/post-execution guardrails, and escalation patterns so agents safely interact with core systems (core banking APIs, trading platforms, CRM, regulatory reporting engines). * Establish context quality and freshness standards aligned to use case sensitivity: real-time for trading contexts, hourly for compliance contexts, daily for advisory contexts. AI & Data Governance & BCBS 239 Alignment * Embed data lineage, quality controls, and metadata management into context pipelines to satisfy BCBS 239 principles (completeness, accuracy, timeliness, clarity, granularity) and emerging AI data governance expectations. * Work with Chief Data Officer and data governance teams to ensure context data products meet regulatory lineage requirements, audit trails, and change management protocols. * Design data product contracts that codify context completeness, freshness, and accuracy SLAs and make them machine-readable for automated quality gates. AI Evaluation & Safety Strategy * Define and operationalize comprehensive evaluation strategy covering accuracy, consistency, hallucination detection, bias, fairness, latency, cost, and regulatory compliance by use case. * Establish baseline and continuous metrics for both offline benchmarking (held-out test sets, red teaming) and online monitoring (production feedback, human review, alert escalations). * Partner with Evaluation Engineering and Risk teams to implement automated quality gates in CI/CD pipelines, blocking unsafe or regressing models/prompts/context changes from deployment. * Lead design and execution of red team exercises for high-risk use cases (credit decisioning, investment advice, transaction monitoring), including jailbreak detection, prompt injection, data leakage, and discriminatory output testing. Responsible AI & Governance Integration * Translate NIST AI RMF, ISO 42001, EU AI Act, and internal governance policies into architecture requirements: explainability, auditability, bias monitoring, human oversight, incident response. * Collaborate with Chief Risk Officer, compliance, legal, and audit to define AI governance controls: model risk management, data governance, algorithm risk registers, impact assessments, and escalation workflows. * Establish observability and monitoring frameworks that track AI system health (quality metrics, safety indicators, regulatory drift) and provide dashboards and alerts for business and risk stakeholders. Cloud & Platform Strategy * Own technical platform strategy for AI solutions, including cloud selection (AWS, Azure, GCP), data platform selection (Snowflake, Databricks, Palantir Foundry, Microsoft Fabric), and integration architecture. * Architect secure, scalable, multi-tenant AI infrastructure that meets financial services standards for security, auditability, disaster recovery, and regulatory reporting. * Design and implement MLOps, LLMOps, and model governance workflows to ensure reproducibility, auditability, and rapid, safe iteration on AI solutions in production. Business Development & Executive Engagement * Support go-to-market strategy for AI transformation engagements: solutioning, proposals, statement of work (SOW) development, and executive presentations to C-suite. * Build thought leadership content (whitepapers, case studies, reference architectures) on context engineering, AI governance, and financial services AI transformation. * Mentor and grow a practice or delivery team of context engineers, evaluation engineers, platform engineers, and solution architects to scale repeatable AI capability. Work Model We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Dallas, Minneapolis, or Chicago. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. What you need to have to be considered * 15+ years of experience across software engineering, data engineering, data science, or AI/analytics, with at least 5-7 years leading AI/ML transformation initiatives. * Proven track record leading large-scale AI or digital transformation programs at consulting firms (Deloitte, PwC, Accenture, Cognizant) or equivalent director/senior manager roles in financial services technology. * Demonstrated expertise working in a forward-deployed or embedded model, owning end-to-end solution delivery from architecture through production launch and ongoing optimization. * Hands-on technical expertise in modern AI stacks: LLMs, RAG, vector databases, cloud platforms, and ML engineering practices. * Prior experience in financial services (investment banking, capital markets, wealth management, payments, insurance) or other regulated domains (healthcare, government). * Strong communication skills: ability to translate technical AI concepts for C-suite audiences and facilitate workshops with business and risk stakeholders. These will help you stand out LLM & Agentic Systems * Deep, hands-on understanding of LLM architecture, capabilities, limitations, and fine-tuning approaches; experience with GPT-4, Claude, LLaMA, and domain-specialized models. * Advanced expertise in multi-agent orchestration patterns: hierarchical agents, collaborative agents, tool-using agents, memory strategies, and long-horizon planning for financial workflows. * Proficiency with prompt engineering, in-context learning, chain-of-thought, and few-shot prompting for complex financial reasoning tasks (credit analysis, risk assessment, advisor-style interactions). Context & Retrieval Architecture * Production experience designing and implementing retrieval-augmented generation (RAG) systems, including chunking strategies, embedding models, vector databases (Pinecone, Weaviate, Milvus), and hybrid search (semantic + lexical). * Data engineering expertise: ETL/ELT pipelines, streaming architectures (Apache Kafka, Spark Structured Streaming), data quality frameworks, and metadata management catalogs. * Knowledge graph and semantic layer experience: designing ontologies, entity resolution, relationship extraction, and knowledge graph querying for financial contexts (counterparties, instruments, risk factors, regulatory entities). * Experience with feature stores and data products as foundational context infrastructure; ability to define and operationalize data product contracts. AI Governance, Safety & Evaluation * Familiarity with AI safety and evaluation techniques: benchmark design, task-specific metrics, human-in-the-loop review, red teaming, jailbreak testing, and bias/fairness audits. * Working knowledge of NIST AI Risk Management Framework, ISO 42001, BCBS 239 data governance principles, and emerging financial AI regulations (EU AI Act, Treasury AI guidance). * Experience with model risk management (MRM) frameworks, model cards, impact assessments, and governance workflows for high-risk AI systems in regulated environments. Cloud & Data Platforms * Production architecture and deployment experience on major clouds (AWS-Bedrock, SageMaker, EC2; Azure-Copilot, OpenAI Service, App Service; GCP-Vertex AI). * Proficiency with enterprise data platforms: Snowflake (architecture, Cortex AI), Databricks (LLMs, fine-tuning), Palantir Foundry (ontologies, apps), Microsoft Fabric (data engineering, AI services). * Security, compliance, and observability: encryption at rest/in transit, IAM, audit logging, HIPAA/SOX/GDPR compliance controls, and monitoring/alerting. Software Engineering & AIOps / MLOps * Strong Python and at least one of TypeScript, Java, or Scala; experience building production ML/AI systems, not just prototypes. * Hands-on MLOps, LLMOps, and CI/CD: infrastructure-as-code (Terraform, CloudFormation), containerization (Docker, Kubernetes), experimentation platforms, and model deployment pipelines. * API design and integration: designing REST/GraphQL APIs, integrating AI systems into microservices architectures, event-driven systems, and enterprise applications (core banking, trading systems). We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. Work Authorization: Cognizant will only consider applicants for this position who are legally authorized to work in the United States without company sponsorship (H-1B, L-1B, L-1A, etc.) Salary and Other Compensation: The annual salary for this position is between $137,250 - $250,500 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: * Medical/Dental/Vision/Life Insurance * Paid holidays plus Paid Time Off. * 401(k) plan and contributions. * Long-term/Short-term Disability. * Paid Parental Leave. * Employee Stock Purchase Plan Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Collaborate with internal investment, operations, marketing, and compl

Our client is a thriving independent RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients.The firm is experiencing rapid growth, with annual expansion of 20-30%.To support