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Job Description Commercial Finance Advisor | Capital Advisory & Business Development Location: Rockville Centre, NY (In Office and/or Remote) Employment Type: Full-Time, Part-Time Compensation: Uncapped Commission + Performance Bonuses + Significant Long-Term Growth Opportunities Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence. This is not a traditional bank Relationship Manager position and it is not a salaried portfolio-management role. We are selecting experienced professionals who want to leverage their commercial banking background and relationships to build a long-term Capital Advisory practice on the Evolution platform. Founded in 2015, Evolution Capital Group has facilitated more than $700 million in financing for businesses and investors. Our platform provides Capital Advisors with access to a broad range of bank, non-bank, institutional, private credit, and direct investment solutions. Instead of being limited by one bank's credit box, product set, geographic appetite, or balance sheet, our advisors can evaluate the client's entire capital need and work with our underwriting and capital teams to identify an appropriate solution. Who We're Looking For We are particularly interested in professionals with backgrounds such as: • Commercial Relationship Managers, • Business Banking Relationship Managers, • Middle-Market Bankers, • Commercial Loan Officers, • SBA Business Development Officers, • Commercial Real Estate Lenders, • Treasury Management / Cash Management professionals with strong business-owner relationships, • Private Credit or Commercial Finance professionals The ideal candidate has spent several years developing trusted relationships with business owners and commercial clients and understands how to identify financing opportunities through those relationships. An existing network or book of commercial relationships is strongly preferred. What You'll Do As a Capital Advisor on the Evolution platform, you will: • Develop and manage relationships with business owners, investors, and referral partners., • Identify financing and capital needs within your existing and developing network., • Advise clients across a significantly broader financing platform than a traditional single-bank product set., • Work alongside Evolution's underwriting and transaction team to structure, package, and execute transactions., • Develop relationships with CPAs, attorneys, bankers, wealth advisors, M&A professionals, insurance professionals, and commercial real estate professionals., • Build a recurring book of commercial finance and advisory relationships., • Represent the Evolution brand professionally within the business community. Capital Solutions Our platform provides access to solutions including: Commercial Finance • Term Loans, • Business Lines of Credit, • Asset-Based Lending, • Accounts Receivable & Inventory Financing, • Revenue-Based Financing, • Factoring Government & Bank Lending • SBA 7(a), • SBA 504, • Conventional Commercial Lending Real Estate • Commercial Real Estate Financing, • Investment Real Estate, • Bridge Financing, • Construction & Transitional Financing Corporate & Private Credit • Acquisition Financing, • Private Credit, • Structured Credit, • Growth Capital, • Select Direct Investment Opportunities Why Experienced Commercial Bankers Are a Strong Fit Commercial bankers often spend years building valuable relationships but remain limited by the products and credit appetite of a single institution. Evolution provides a broader platform. When a transaction doesn't fit one lender's credit box, the conversation doesn't necessarily end. Our advisors can work with Evolution's underwriting and capital network to evaluate multiple financing structures and potential capital sources while maintaining the client relationship. Our goal is to help experienced relationship managers evolve from representing one institution's balance sheet to advising clients across the broader commercial capital markets. The Evolution Platform Advisors are supported by a professional infrastructure designed to help them originate and execute transactions. Our team includes experienced CPAs, CFP® professionals, commercial bankers, underwriters, and finance professionals. Evolution provides: • Centralized underwriting and deal assessment, • Transaction packaging and lender presentation, • Capital-source relationships, • Deal structuring support, • Transaction and closing coordination, • CRM and technology infrastructure, • Professional branding and marketing support, • Office and conference facilities, • Broad commercial finance product access You build and own your relationships. We help you execute. The Right Candidate This opportunity is best suited for someone who: • Has meaningful commercial banking or commercial finance experience., • Has an established network of business owners and professional referral relationships., • Understands financial statements, credit, cash flow, and commercial lending fundamentals., • Is comfortable developing new business and maintaining long-term client relationships., • Has an entrepreneurial mindset., • Wants greater product flexibility than a traditional banking environment provides., • Values professional, relationship-driven advisory over transactional selling., • Wants to build a long-term book of business under a sophisticated financial platform. Important: This Is Not a Traditional Employment Position We are not hiring traditional salaried bank employees. We are selecting a limited number of Capital Advisors who will represent the Evolution brand and build their own commercial advisory practices utilizing our platform. Compensation is performance-based and designed to reward advisors for the business and relationships they develop. For the right commercial banking professional, this represents an opportunity to transition from managing relationships for one financial institution to building a long-term advisory practice supported by a broad capital platform. About Evolution Evolution Capital Group was founded in 2015 to provide businesses and investors with sophisticated access to commercial capital. Since inception, our team has facilitated more than $700 million in financing across commercial lending, private credit, real estate, acquisition financing, asset-based lending, and specialty finance. Capital. Advisory. Execution. Work Location: Hybrid remote in Rockville Centre, NY 11570 \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

Work Location: East Meadow, New York, United States of America Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals Customer Accountabilities: • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Occasional, • Squatting Occasional, • Bending

You have a solid understanding of DTC and SWIFT message types used in Asset Servicing workflows and bring prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending. This is the team for you. As a Securities Services Announcement Capture Analyst within the Announcement Capture Team at JPMorganChase, you will be responsible for processing high-risk, complex voluntary corporate action events. Your primary focus will be to manage the capture and validation of corporate action information across key milestones through event completion. Given the team's support of multiple internal lines of business serving large institutional clients, the role is critical to interpreting market nuances and proactively managing the risks associated with market announcements throughout the full event lifecycle. In this role, you will partner closely with global stakeholders including Middle Office teams, Client Service Managers, product partners, and regional processing teams to support day-to-day operational execution. You will monitor and analyze service performance, identify trends and root causes, and drive continuous improvements in service delivery between JPMorgan Chase and its clients by leveraging enterprise systems and digital tools. You will coordinate across local and global operational teams to ensure timely escalation, effective issue management, and efficient resolution. Our mission is to deliver a world-class service experience at every client touchpoint and achieve industry-leading quality through consistently measurable and proven service performance. Job responsibilities • Review incoming corporate action events from multiple sources (e.g., SWIFT messages, agent emails, offer documents) and create and maintain corporate actions, including mergers, repurchase offers, exchange offers, and optional dividends., • Execute routine and non-routine corporate action announcement processes with moderate to advanced complexity, applying intermediate to advanced subject matter expertise., • Diagnose operational issues and provide technical or process resolutions within defined guidelines and limited autonomy., • Serve as the primary point of contact for subscribers via Operations, Middle Office, and Client Service teams, ensuring timely and accurate responses., • Perform End-of-Day (EOD) control checks to confirm all work is completed accurately and risks are identified, escalated, and managed appropriately., • Publish daily, weekly, and monthly metrics to key stakeholders, highlighting trends, risks, and performance against targets., • Recommend and support process improvements to reduce manual touchpoints and increase efficiency through standardization and automation opportunities., • Maintain flexibility to work extended hours and rotating shifts as required to meet business demands and client expectations, consistently performing under pressure. Required qualifications, capabilities and skills • Apply a solid understanding of DTC and SWIFT message types, specifically the message formats used in Asset Servicing workflows., • Demonstrate experience with Asset Servicing operating systems and platforms (e.g., IMActions, TCS BANCS); third-party vendor management experience., • Work closely with business partners and collaborate effectively with stakeholders across all levels of the organization., • Remain flexible and deliver against tight deadlines by organizing, prioritizing, and managing workload effectively., • Operate effectively in large-scale, high-volume environments and support multi-stream programs with competing deliverables., • Apply strategic thinking while maintaining a strong focus on practical execution and measurable outcomes., • Use strong analytical and problem-solving skills to identify root causes, take initiative, drive change, and enhance controls., • Navigate a changing business landscape by adapting quickly, maintaining operational resilience, and supporting continuous improvement., • Communicate with strong oral, written, and presentation skills, clearly and consistently delivering strategic messages and linking them to team priorities, individual goals, and accomplishments., • Maintain extensive working knowledge of Microsoft Office, including Word, Excel, and PowerPoint. Preferred qualifications, capabilities and skills • Prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending., • Hold a relevant degree; alternatively, present a proven track record of performance that meets role requirements., • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

RockFarmer Properties is seeking an experienced Real Estate Acquisitions Associate to help source, evaluate, structure, and execute investments across a diverse range of property types and strategies. NYC multi-family real estate acquisitions, investment banking, private equity, principal investing,

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks and using expert judgment to solve real-world challenges that impact the company, customers, and communities. The culture in Risk Management and Compliance is focused on thinking outside the box, challenging the status quo, and striving to be best in class. As a Real Estate Review Lead in the Valuation Services Group (VSG), you will provide real estate valuation risk support across various business lines, ensuring compliance with appraisal policies and regulations. VSG comprises two appraisal groups: Commercial Term Lending (CTL) Appraisal and Appraisal Services Group (ASG), both staffed by experienced real estate professionals. These groups provide comprehensive valuation services, including appraisals, reviews, and evaluations for real estate transactions. Job Responsibilities • Evaluate appraisals for commercial real estate collateral nationwide in accordance with JPMC policies, USPAP standards, and federal regulations., • Manage the full appraisal procurement and review process, including scope development, vendor engagement, and report review for compliance and credibility., • Maintain effective communication with vendors and internal partners to support timely progress and uphold appraisal independence and integrity., • Exercise sound judgment, proactive communication, problem-solving, and independent decision-making. Required Qualifications, Capabilities and Skills • State Certified General license., • Minimum of 10 years of experience performing and/or reviewing commercial appraisals., • Strong analytical, writing, and oral communication skills., • Proficiency in Microsoft Word and Excel., • Self-motivated, with efficient time management skills and the ability to meet deadlines., • Comprehensive understanding of USPAP and federal appraisal regulations. Preferred Qualifications, Capabilities and Skills • Four-year college degree; MAI or AI-GRS designation, or equivalent education/experience., • Collateral360/PARCEL experience is a plus., • Experience with leveraging AI tools. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Its history spans more than 200 years, and today it is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorganChase offers a competitive total rewards package, including base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. The company also offers benefits and programs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorganChase recognizes that its people are its strength and that the diverse talents they bring to the global workforce are directly linked to its success. The company is an equal opportunity employer and does not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Reasonable accommodations are available for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world entrust it with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description Company Background: Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell's solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes. Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has grown by more than 300% year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country. Our Culture People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company. We've brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data Scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers. Our core values are our guiding principles in everything we do • Customer Obsession, • Take Ownership, • Do The Right Thing, • Go Far Together, • Accelerate Innovation Meet The Growth & Marketing Team Ownwell's Growth & Marketing team is the company's growth engine. We bring in hundreds of thousands of customers through performance marketing, partnerships, lifecycle marketing, SEO, content, brand, sales, and emerging channels - working hand-in-hand with Product, Engineering, Data, Sales, and Operations to build one of the fastest-growing and most valuable property technology companies in the country. We move quickly, obsess over results, and aren't afraid to rethink how things have always been done. If you're energized by solving hard problems, building from first principles, and turning ideas into execution, you'll fit right in. The Role: We're looking for a growth lead for new markets - someone who can operate as a strategic thought partner, an operator, and a builder to expand our markets. This isn't a traditional growth role. You'll own some of our highest-priority initiatives, help shape strategy, and personally drive execution on the problems that matter most to the business. One day you may be building the go-to-market strategy for a new market expansion. Next, you could be working with Product, Engineering, Legal, and Operations to unlock a completely new growth opportunity. You'll have an unusually broad view of the company and work directly with senior leaders across nearly every function. What you'll do: • Own strategic growth initiatives. Lead one of Ownwell's most important geographic expansion efforts with full accountability for growth, customer acquisition, and business performance., • Solve the company's hardest cross-functional problems. Partner with Product, Engineering, Operations, Data, Sales, Finance, and Legal to identify bottlenecks, align teams, and drive business outcomes., • Turn ambiguity into action. Break down complex problems, develop thoughtful recommendations, and execute quickly with minimal oversight., • Act as a force multiplier. Help the VP of Growth & Marketing focus on the highest-leverage work by driving key initiatives from idea through execution., • Build new growth opportunities. Evaluate new products, partnerships, pricing strategies, acquisition channels, operational improvements, and market expansion opportunities., • Drive operational excellence. Establish goals, improve planning, track execution, and ensure high-priority initiatives stay on track across teams.Who you are:, • 2–4 years of experience in strategy consulting, investment banking, private equity, venture capital, or a high-growth startup., • Exceptionally ambitious with a strong desire to accelerate your career and take on outsized responsibility early, • A first-principles thinker who enjoys solving ambiguous, high-impact problems with creativity and rigor., • Highly analytical with the ability to quickly structure complex problems and develop practical, data-driven solutions., • Equally comfortable with strategy and execution - you enjoy developing the plan just as much as rolling up your sleeves to make it happen., • A natural owner who proactively identifies opportunities, drives alignment across teams, and follows through until the work is complete., • An outstanding communicator who can distill complex ideas, influence stakeholders, and build trust across every level of the organization., • Highly organized and detail-oriented, capable of managing multiple high-priority initiatives without letting things fall through the cracks., • Resourceful and resilient, with a bias toward action and the ability to thrive in a fast-paced, constantly evolving environment., • Committed to excellence and willing to make the tradeoffs required to produce exceptional work and accelerate your own growth., • You care more about learning, ownership, and impact than title or hierarchy.Why this role: This is one of the highest-leverage roles at Ownwell. You'll work directly with executive leadership, influence company strategy, and own initiatives that materially impact growth. You'll gain exposure to nearly every part of the business, from product and engineering to finance, operations, and marketing, and help shape how Ownwell scales over the coming years. If your long-term ambition is to become a General Manager, founder, or CEO, there are few opportunities that offer this level of ownership, breadth, and learning. Ownwell offerings • Entrepreneurial culture. Own your career; we are here to support you in the journey., • Access to First Round Network to build your community outside of Ownwell., • Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We close the company operations for the last week of the year to help the team recharge and reset., • Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage., • Learning support through a $1,000 stipend per year to enable investing in your individual learning needs., • Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent., • Equity participation. Bring a founder's mindset to grow and scale us., • Complimentary real estate and tax consulting licensing and renewal Base Salary Range: $120,000 – $150,000 USD annually This range reflects Ownwell's good faith belief at the time of posting of what we are prepared to pay the successful candidate for this role. Base salary within the range will be determined based on relevant experience, demonstrated skills and qualifications, and internal equity relative to peers in comparable roles. In addition to base salary, this position is eligible for an annual performance bonus, a grant of stock options, and Ownwell's benefits package including medical, dental, and vision coverage and a 401(k) plan. Ownwell's vision is to democratize access to real estate expertise. When we say we want to provide access, we mean providing access to everyone. To do that well, we need a team that's broadly representative. We welcome people from all backgrounds, ethnicities, cultures, and experiences. Ownwell is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other status.

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