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A dynamic private investment firm is seeking a Head of Group Risk & Decision Governance to design and implement an enterprise risk management framework.The role involves establishing mechanisms to identify and monitor risks while ensuring the organization can grow effectively.Ideal candidates will h

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is engaged to support our clients with many complex projects, responsible for all aspects of program and project management throughout the NYC area as well around the world. As such, we are seeking a Project Manager who will act as the day-to-day interface with our high-profile commercial real estate client and be responsible for projects of multiple sizes and scales, driving them from inception through turnover. Responsibilities: • Support to lead the development and management of the project's strategic plans and program initiatives to meet the goals and needs of the Owner., • Support design, engineering and construction team through planning, design, preconstruction and construction activities., • Initiate and manage the procurement of design, construction and consultant services., • Serve as liaison between client and design/construction professionals., • Oversee and review the development of architectural and engineering construction drawings and bid documents., • Lead value engineering sessions as necessary to reduce cost., • Develop, monitor and update the master project budget and schedule., • Provide analysis of budgets and schedules and their effect on the financial objectives and schedule of the project., • Assist client in scheduling, coordination and management of all Owner-direct vendors and consultants., • Meet with clients, city officials, architects, engineers, contractors and consultants to present the project status and anticipate issues., • Demonstrate extensive knowledge and understanding of project controls, project management, construction documentation and sequencing., • Lead all aspects of the project, including the budget, schedule, operational needs, procedures, client standards, QA/QC program requirements, as well as individual roles and responsibilities., • Attend owner, architect and contractor meetings, taking the meeting notes and managing the follow-up action items., • Establish and oversee project close out documentation and processes through to completion., • Negotiate, resolve and close out any outstanding change orders, quality issues or disputes., • Process and track any final invoices, payment applications, retention payments, etc., • Prepare and submit final project accounting and budget., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Excellent problem-solving, critical thinking and analytical skills., • Proven track record in leading and delivering high-quality programs/projects., • Able to display exceptionally strong interpersonal, verbal and written communication skills., • Able to develop and maintain long-term relationships with all members of the team., • Ability to present to senior management to gain approvals., • Passionate about solving complex challenges within aggressive timelines., • Proficient in Microsoft Word, Excel, Power Point, and other relevant software platforms., • Bilingual proficiency in English and Spanish required., • AutoCAD proficiency is mandatory., • Minimum of 3 years of experience in design and construction of corporate interior projects., • Consulting experience is preferred., • Corporate Tenant Improvement experience is preferred. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list. Any speculative or unsolicited CV’s will be treated as a direct application. It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. #LI-GO1 Please find out more about us at Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description Opportunity In close partnership with and under the guidance of the Principals and VPs of the Portfolio Operations team at Boyne Capital, you will play a key role in augmenting our investment thesis by ensuring that our operational strategies are implemented to support the growth of our portfolio companies. This is a unique opportunity where your direct contributions will be rewarded through professional development and long-term career advancement. Key Responsibilities • Review daily, weekly, and monthly financial reports from portfolio companies to ensure they track against budget, • Monitor portfolio company working capital, • Implement tools to capture accurate, real-time data for decision making, • Support portfolio operations through detailed financial auditing and reporting, relationship building, and staying current with relevant industry sector trends, • Assist in the development of key strategic initiatives, • Identify and capture opportunities to prepare portfolio companies for the sale process, • Support the deal team on buy side due diligence, post-acquisition integration and the sale process Requirements • BA/BS in Business, Accounting, • Minimum of 3-4 years of audit experience at a large national public accounting firm required, • Exceptional analytical and communication skills; with the ability to engage across all levels, • Ability to be on-site, • Self-motivated and able to work in a fast-paced environment and handle multiple projects while meeting deadlines, • CPA license is a plus What You Will Get • Training and development from the senior members of the Portfolio Operations team, • Career advancement based performance, • Long-term incentive through participation in the investments and the GP of the Fund, • Comprehensive benefits including Med, Den, Vis, Life, short/long-term disability, parental leave, PTO, and 401K

Job Description Elysee Investments is a privately-owned commercial real estate investment firm that owns and operates commercial properties in the South Florida and New York City markets. The company is currently one of the largest retail property owners in Miami Beach. The company’s portfolio mainly consists of retail shopping centers and office buildings, with a substantial amount of multi-family and hotel properties as well. The firm has transformed from ownership/management of a handful of retail assets to a major player in the South Florida commercial real estate market with ownership of flagship properties spanning from Brickell to West Palm Beach. The company's headquarters is located in Miami Beach, with an affiliate office located in Manhattan, New York. Job Duties: Perform general clerical duties including, but not limited to answering phones, filing, copies, scanning, mailing, preparing memos and letters. Able to operate a multi-line telephone system Greet Tenants/Visitors and show offices at the various nearby properties Support staff with any additional assigned duties Uphold the highest level of confidentiality and discretion when handling sensitive company and personal information Must be dependable, well-organized, with a positive attitude Qualifications: Must be Bi-lingual, Fluent in both English and Spanish (Read, Write and Speak) Must have a High School Diploma or Equivalent Knowledgeable in Word, Excel and Office365 Able to lift boxes up to 30 lbs and walk approx. 1/2 mile

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit . Your Impact: Are you a skilled and highly motivated Generator Technician who is looking to learn and grow in a fast-paced, challenging job in the Telecom industry? If so, Pearce has a career for you! Our Generator Technicians service and repair commercial generators on cell phone towers in your region. This role is a great match for independent, self-starters who are willing to travel. Core Responsibilities: • Maintaining generators, diagnosing and repairing problems, installing and replacing components or entire systems, and performing additional maintenance or upgrades on out-of-season equipment, • Conducting performance checks and regular maintenance on generators to ensure proper readiness, reading and following blueprints or other design specifications to install or repair, • Install fuel and water supply lines, pumps, electrical wiring and controls, and other components, and test for proper operation, • Be responsible for responding promptly/timely to Power/Generator alarms; have the ability to be on call 24/7 if necessary and respond promptly in answering assigned phone and email Core Experience: • Two or more years of experience with generator maintenance is preferred and a minimum of one year of intense work-related experience with generator and electrical maintenance-related software, hardware, and processes, • Thorough knowledge of generator installations, maintenance, and repair of Generators; knowledge of electronic, mechanical, and electrical components; moderate computer skills At Pearce safety is our number one concern. Candidates must be able to comply with OSHA Standards. • This position requires lifting over 50 pounds, stooping, bending, kneeling, squatting, climbing, and standing for long periods of time, • Must have the ability to inspect and/or troubleshoot equipment/alarms effectively, both visually and audibly, • Must be willing and able to drive long distances, workday, evening, or night hours; overtime, emergency callouts, weekends, and holidays as required; must assume 24-hour on-call duty when assigned and be gone from home for extended periods of time At PEARCE, we are an equal opportunity employer dedicated to cultivating an inclusive environment that empowers employees to excel and make a meaningful impact, providing a dynamic space for field technicians, service specialists, and corporate professionals to flourish and propel their careers forward within our nationwide presence and expansive service offerings. Learn more about our corporate and telecom division at and our renewables division at . At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$30—$40 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at !

Job Description Real Estate Investment Firm We are a real estate investment firm seeking a highly organized and reliable person to support daily operations. This is a full-time, in-office position. Responsibilities 1. Manage accounts payable, including invoice processing, and basic bookkeeping coordination., 2. Support property management functions, including vendor coordination, tenant communication, and recordkeeping., 3. Provide executive administrative support, including calendar management, correspondence, and document preparation., 4. Assist with general administrative and operational tasks as needed., 5. Maintain organized digital and physical filing systems. Qualifications • 1+ year of administrative or office support experience (real estate experience a plus), • Strong organizational skills and attention to detail, • Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with accounting or property management software is a plus, • Ability to prioritize tasks and work effectively in a small-team environment, • Professional communication skills and discretion Position Details • Full-time, in-office, • Competitive compensation based on experience

Job Description At Candlewood Suites®️, we provide a consistent, reliable, and down-to-earth travel experience. We nail the basics – making sure guests have whatever they need, whenever they need it so they can feel genuinely supported during their stay. A spacious suite to call their own with practical and reliable amenities, we’re all about easy comforts on the road. Our locations across the Americas are always growing. And we aim to hire colleagues whose easy-going and good natured personalities really shine through to help guests keep their routine and feel at ease while they’re on the road. Your day to day First impressions count. To get our guests’ memorable experiences off to an unforgettable start, we’re looking for a Front Desk Agent who can make transactions feel seamless, offer exceptional local insights, and anticipate every request to make our guests feel right at home. Every day is different, but you’ll mostly be: ● Kicking off truly memorable guest experiences with the warmest of welcomes ● Acknowledging IHG Rewards Club members and returning guests in person or over the phone ● Taking, managing, and receiving payments for guest bookings ● Making the check-in and check-out process feel swift and seamless ● Staying one step of our guests’ needs to anticipate requests and offer tailored recommendations ● Being our guests’ trusted contact – helping with everything from bill issues to restaurant recommendations What we need from you ● Communication skills - guests will need to come to you with concerns as well as compliments, so you’ll be easy to talk to ● Your problem-solving skills will turn issues into opportunities so every guest leaves with great memories ● Fluency in English and Spanish ● Literate and tech-savvy - you’ll need a good grasp of reading, writing, basic maths and computer skills What we offer We give our people everything they need to succeed. From a competitive salary that rewards all your hard work to a wide range of benefits designed to help you live your best work life. We welcome everyone and create inclusive teams where we celebrate difference and encourage colleagues to bring their whole selves to work. We are an equal opportunity employer and offer opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. We promote a culture of trust, support, and acceptance. Always welcoming different backgrounds, experiences, and perspectives. So, join us and you’ll become part of our hotel family. Company DescriptionWaterstone Capital is a real estate investment firm that owns and operates a growing portfolio of Hotels and multifamily properties as well as develops commercial and residential assets in a number of markets across the state of Florida.Waterstone Capital is a real estate investment firm that owns and operates a growing portfolio of Hotels and multifamily properties as well as develops commercial and residential assets in a number of markets across the state of Florida.

Job Description Our client is a well-established financial services firm headquartered in Miami. They are seeking a Controller who will oversee the day-to-day accounting operations and ensure the accuracy, integrity, and timeliness of financial reporting. This role will work closely with the CFO and executive leadership team and will play a critical role in supporting the company's financial strategy and operational growth. Responsibilities: • Lead the monthly, quarterly, and annual close processes, • Prepare and review financial statements and internal reports, • Manage full-cycle accounting, including general ledger, reconciliations, and journal entries, • Interact with financial institutions that the company has relationships with, • Maintain and strengthen internal controls and accounting procedures, • Support the CFO with financial analysis, budgeting, and forecasting, • Bachelor's degree in Accounting or Finance, • 8+ years of progressive accounting experience, • Experience within financial services, banking, investment management, or related industries are strongly preferred, • Strong knowledge of GAAP and financial reporting

Job Description A leading Private Equity Firm is hiring a Senior Fund Accountant or Assistant Controller to join their team onsite in Miami. The position offers a competitive salary plus very generous variable compensation and a great work/life balance. Job Duties: • Prepare quarterly and annual financial statements for private equity funds, underlying companies and co-investment vehicles., • Execute capital calls, distributions, and partner's capital statements., • Interact with limited partners and support their needs in reports and information., • Work with deal team and legal department on the funds flow, deal structure and closing documents., • Assist in the yearly audit of the firm's funds and tax obligations, • Manage projects and workflow with outsourced accounting support Requirements: • Undergraduate degree in Accounting or Finance required, • Minimum of 3+ years of experience as a Fund Accounting for private equity funds OR public/private accounting for a private equity firm required, • Proficient with MS Excel and QuickBooks. Allue/AltaRetrun experience is a plus, • Organized and detailed oriented with excellent quantitative and qualitative skillsCompany DescriptionEnterprise Recruiting Company is a full-service talent acquisition and consulting company specializing in the areas of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and Engineering & Construction.Enterprise Recruiting Company is a full-service talent acquisition and consulting company specializing in the areas of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and Engineering & Construction.

Job Description Top AmLaw 100 law firm seeks an associate to join their Private Funds Group. Candidates should have a minimum of 3-5 years of experience in representing established and new fund sponsors in the formation of private investment funds, separate accounts, and other investment vehicles. Candidates with experience in joint ventures (real estate or private equity) or merger and acquisition transactions for public and private companies will also be considered if the candidate has an interest in private funds or complex joint venture work. Candidates should have excellent academic credentials from a top-tier law school.

Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities • Transition and manage existing book of clients, • Build and maintain client relationships, both domestic and international, • Customize multi-custodial investment solutions, • Collaborate with back-office team for trading, support, and compliance, • Minimum $5M in portable AUM, • Active Series 65 or equivalent registration, • Experience working with HNW/UHNW clientele, • Comfortable with independent 1099 model, • Experience serving international clients, • Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks), • Multilingual skills (Spanish, Portuguese, French), • Full independence, no non-solicit agreements, • Flexible work location and schedule, • Voluntary group-rate benefits available, • High payout structure (65%+), • Multinational custodial access, • White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.

Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise — we educate, empower, and guide families toward financial confidence. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on what matters most: building relationships, delivering sophisticated advice, and leading at the highest level. If you're a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name. Role: Senior Wealth Advisor The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards. This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work. Responsibilities • Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families., • Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication., • Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes., • Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events., • Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions., • Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools., • Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families., • Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists., • Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication., • Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement., • Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events., • Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies., • Marketing Department generating consistent, high-quality lead flow, • Appointment Scheduling Team scheduling and confirming initial introductory meetings, • Director of First Impressions greeting and hosting clients in-office, • Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation), • Life & Annuity Division assisting with insurance product placement and paperwork, • Estate Planning Division guiding clients through the estate planning process, • Wealth Management & Client Service Team handling service requests and ongoing review scheduling, • $200,000 is the minimum expectation for Senior Wealth Advisors, • Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark, • 7+ years of experience advising high-net-worth clients, • CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred), • RICP required within 1 year of hire, • Active Series 65 required (or Series 66 if active), • Life & Health (2-14 or 2-15) license required or ability to obtain immediately, • Language: English (Spanish strongly preferred), • Proven experience in working directly with clients & administering AUM of $50M+, • Expertise in financial planning, portfolio management, and tax-efficient strategies, • Strong leadership presence and mentoring capability, • Exceptional communication skills with boardroom-level confidence, • High ethical standards and fiduciary-first mindset, • Proficiency with modern financial planning technology & softwareWhat We Expect From You, • Elite-level client relationships built on trust, clarity, and results, • Consistent asset growth through referrals, retention, and deeper client engagement, • Leadership in complex planning scenarios that elevate firm capabilities, • Active mentorship and development of junior advisors, • Thought leadership through seminars, workshops, and client education, • Full alignment with Guerra values, processes, and performance standards, • Charisma & Natural Likeability – Speak with energy and confidence., • Knowledge – Demonstrate mastery of financial planning concepts., • Clear Communication Skills – Clients understand what you are saying the first time you say it., • Relentless (WIT – Whatever It Takes) – Go above and beyond expectations., • Always Be Learning – Relentless growth and curiosity, • Your Words Matter – Clarity builds trust, • All for One, One for All – Team before ego, • Take Ownership & Accountability – Own outcomes, no excuses, • Do the Right Thing – Integrity above all elseSchedule, • Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office, • Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements., • Typically from 9:00 - 6:00 PMBenefits, • Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas), • Paid Training - Starting Salary (3 - 6 months), • Uncapped commissions and bonuses, • Significant referral and business development incentives, • 401(k) with company match, • Health, vision, and dental insurance, • 20+ PTO days including holidays and Birthday PTO, • Sponsored advanced training, certifications, and conferences, • Access to personal financial planning services, • Bonus compensation for advanced licenses and certifications (Guerra Growth Lab), • Leadership development, equity consideration, and partnership track Powered by JazzHR KfpodeeXCt

Job Description Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? Requirements How You’ll Contribute: As a Senior Accountant in the Entrepreneurial Services team, you’ll handle multiple accounting and tax engagements related to individuals, as well as business entities. Successful candidates will be attentive to details and both quick and accurate in handling multiple engagements. • Maintain and analyze books and records, • Compile and review financial statements, • Assist with banking relationships, • Preparation and review of individual, corporate, and partnership tax returns, • Providing complete and accurate work papers, • Offer feedback to improve efficiency and enhance profit, • Assist in the selection of appropriate software, • Design and implement accounting systems and processes What Skills You'll Bring: • 3-6 year’s public accounting experience, • CPA or CPA eligible, a must, • Strong accounting skills, • Strong tax preparation skills related to individual, corporate, and partnership tax returns, • Strong computer skills in Excel, Word, and tax preparation software, • Competency regarding the compilation and review of financial statements preferred How You'll Stand Out: • Excellent communication skills, both verbal and written, • Bilingual or conversational in Spanish, • Proficient with QuickBooks, • Healthcare, Real Estate & Construction, or Wholesale/Manufacturing industry-specific experience Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Here, you’ll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing financial guidance, and helping clients achieve their goals. If you’re seeking a role where you can truly impact people’s lives while being supported by a high-performing team, Guerra Wealth Advisors is calling your name. Role: The Wealth Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. You will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while cultivating meaningful relationships. This role is perfect for experienced financial professionals who thrive in a consultative, client-focused environment and want to make a measurable impact on both clients and the firm. With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships. Responsibilities: * Conduct comprehensive financial analyses to understand client goals, risk tolerance, and financial situations. * Develop personalized financial plans covering investment, retirement, tax, estate, and legacy strategies. * Monitor and adjust investment portfolios to align with market conditions and client objectives. * Implement tax-efficient strategies and coordinate with tax professionals when needed. * Communicate complex financial concepts clearly, fostering trust and understanding. * Conduct regular client meetings to update, educate, and address concerns. * Identify opportunities to expand services within existing client relationships. * Stay informed on industry regulations, compliance requirements, and tax law changes. * Pursue ongoing education to deepen financial planning knowledge and maintain professional certifications. * Collaborate closely with the lead generation and administrative teams to ensure seamless client experience. Requirements: * 3+ years of experience in financial advising or related client-facing roles. * Preferred licenses: SIE, 2-15, Series 65; additional certifications/licenses (CFP, CFA, Series 66, Series 7, 2-14) are a plus. * Bilingual in English and Spanish strongly preferred. * Strong knowledge of financial products, investment vehicles, and market trends. * Excellent interpersonal skills with a natural ability to build rapport and trust. * Self-motivated, proactive, and eager to grow professionally. * Tech-savvy and comfortable learning new systems, software, and processes. * Team-oriented with a client-first mindset and high ethical standards. What We Are Expecting: * Trusted advisor relationships built on credibility, professionalism, and client-focused service. * Growth in client base and assets under management through exceptional service and referral generation. * Regularly updated client records and proactive follow-up on all leads and opportunities. * Collaboration with internal teams to optimize client engagement and satisfaction. * Measurable contribution to firm growth and success. Schedule: * Full-time role based in Miami, FL (office and client meeting locations). * Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments. Compensation: $120,000–$250,000 Annually (Base Salary + Uncapped Commissions + Performance Bonuses) High earning potential supported by a lead generation team providing qualified client opportunities. Benefits: * Base salary plus uncapped commission and performance incentives * Referral and business development bonuses * 401(k) with company match * Health insurance, Vision and Dental options * 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) * Sponsored industry training and conference attendance * Access to personal financial planning services * Bonus compensation for certifications and licenses (Guerra Growth Lab) * Career advancement within a growing, established firm * Culture of continuous learning, professional growth, and team collaboration Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. * Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. * Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. * All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. * Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. * Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. If you’re ready to leverage your financial expertise, focus on building deep client relationships, and maximize your impact with the support of a dedicated team, this is your opportunity. Apply today and help shape the financial futures of our clients at Guerra Wealth Advisors. Powered by JazzHR jQiU64fWIG

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: As an Entrepreneurial Services Manager, you’ll be responsible for leading compilation and review of engagements, and tax planning and preparation related to individual, corporate, and partnership tax returns. Accounting • Review the most complex engagements, • Resolve complex accounting matters, • Assist clients with banking relationships, • Review complex individual and business tax returns, • Review financial statement engagements, • Oversee the entire client relationship, • Recommend additional services where appropriate, • Recognize risk and resolve via appropriate channels, • Be adept at managing workflow including creating additional billable projects and shifting work to or from other professionals as necessary to maintain productivity, • Serve as an advisor in the CDA (Career Development Advisor) program, • Actively mentor staff What Skills You’ll Bring: • At least 7 years of experience within public accounting is required, • Master’s Degree in Accounting, • CPA, • Strong accounting skills, • Understanding of compilation and review of financial statements, • Tax preparation ability related to individual, corporate, and partnership tax returns, • Strong computer skills in Excel, Word, and PPT How You’ll Stand Out: • Bilingual, preferred, • Excellent verbal and written communication skills We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Staff Accountant Wealth Management Firm Position Overview A growing and highly regarded Wealth Management firm is seeking a detail-oriented Staff Accountant to support its core accounting and financial operations. This individual will play a critical role in maintaining accurate financial records, supporting reporting processes, and ensuring operational efficiency across the organization. This position offers strong exposure to leadership and the opportunity to contribute within a sophisticated financial services environment. Reports directly to the CFO. Key Responsibilities Core Accounting Functions • Prepare and post journal entries, ensuring accuracy within the general ledger, • Perform monthly account reconciliations, including cash, investments, and accruals, • Support preparation of financial statements and internal management reports, • Assist in tracking firm-level revenue, expenses, and profitability, • Track and reconcile investment-related transactions (if applicable), • Support reporting tied to AUM (Assets Under Management) and client-related financial activity, • Ensure adherence to GAAP and internal financial policies, • Support audit processes and maintain audit-ready documentation, • Identify opportunities to improve reporting accuracy and efficiency, • Bachelor's degree in Accounting, Finance, or related field, • 2–4 years of accounting experience (public accounting or financial services preferred), • Strong understanding of accounting principles and financial reporting, • Proficiency in Excel and accounting systems (ERP experience preferred), • High attention to detail and strong organizational skills, • Ability to manage multiple priorities in a deadline-driven environment, • Experience within wealth management, financial services, or family office environments, • Exposure to investment accounting or multi-entity structures, • Timely and accurate close cycles, • Clean, well-documented reconciliations, • Strong support of leadership through reliable financial reporting, • Opportunity to gain exposure to investment and wealth management operations, • High visibility with leadership and opportunity for growth, • Collaborative, professional environment with long-term career potential

Job Description At Candlewood Suites®️, we provide a consistent, reliable, and down-to-earth travel experience. We nail the basics – making sure guests have whatever they need, whenever they need it so they can feel genuinely supported during their stay. Our hotels never sleep. So, we’re looking for a Night Auditor to provide customer service support, balance the books and perform other essential accounting tasks to help us stay one step ahead of tomorrow during our late-night shifts. Every day is different, but you’ll mostly be: ● Processing payments including room charges, debit and credit, cash and cheques in accordance with established procedures ● Checking guests in, out and managing any wake-up call requests ● Answering phones and dealing with overnight guest queries ● Running night audit property management systems or manual equivalents ● Performing other duties such as concierge services and special guest requests What we need from you ● Accounting and mathematics skills for accurate auditing and payment processing ● Cash handling experience for counting and securing bank and processing cash payments ● Computer literacy, including familiarity with PMS software ● Fluency in English and Spanish ● Strong verbal communication and good listening skills, for effective and pleasant interactions with guests and housekeeping staff ● Customer service experience ● Knowledge of hotel operations, offers, and the local area What we offer We give our people everything they need to succeed. We welcome everyone and create inclusive teams where we celebrate difference and encourage colleagues to bring their whole selves to work. We are an equal opportunity employer and offer opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. We promote a culture of trust, support, and acceptance. Always welcoming different backgrounds, experiences, and perspectives. So, join us and you’ll become part of our hotel family. Company DescriptionWaterstone Capital is a real estate investment firm that owns and operates a growing portfolio of Hotels and multifamily properties as well as develops commercial and residential assets in a number of markets across the state of Florida.Waterstone Capital is a real estate investment firm that owns and operates a growing portfolio of Hotels and multifamily properties as well as develops commercial and residential assets in a number of markets across the state of Florida.

Job DescriptionJOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The Client Service Associate (CSA) is critical to delivering exceptional client experience while ensuring accuracy, efficiency, and strict compliance with regulatory and firm requirements. The Client Service Associate acts as a primary point of contact for client service needs and supports daily brokerage, account opening and maintenance, and operational activities. Bci Securities is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Serve as a primary contact for clients regarding account inquiries, documentation, and service requests. * Assist clients with account openings, maintenance, and updates (brokerage, advisory, retirement, and trust accounts). * Coordinate client communications, follow-ups, and appointment scheduling. * Provide professional, timely, and accurate responses to client requests. * Prepare and process new account paperwork, transfers, and account changes. * Process trades, money movements, distributions, and service requests in accordance with firm policies. * Monitor account activity and follow up on outstanding items or discrepancies. * Maintain accurate client records and documentation. * Provide administrative and operational support to Financial Advisors and OSJ staff. * Assist with meeting preparation, reports, and client presentations. * Coordinate with internal departments (operations, compliance, trading, and custodians). * Help streamline workflows and improve service efficiency * Back up to the Bankers/Financial Advisors, ability to process their trades and prepare their investment proposals. * Know how to explain investment proposals and assist in the rebalancing of portfolio controlling the suitability aspects of each client. * Knowledge of ACATS in the transfer of assets between Broker Dealers * Gather and process new account opening and KYC documentation as well as maintain existing client information (Account Opening must be from beginning to end) * Maintain Pipeline report updated and ready to deliver detailed information in weekly or ad hoc team meetings (Ex.: logging emails, tasks, cases, events, etc.) * Work with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by Financial Advisors from client meetings. * Prepare client correspondence for Financial Advisors’ following firm guidelines. * Assist customers with registration and inquires on the use of NetX Investor. * Daily review of Items for Attention (Margin calls, Tender Offers, etc) * Prepare reports for internal or external clients as needed (Balance report, Bond maturity schedule, Trade Blotter, etc. GENERAL REQUIREMENTS * Ensure compliance with all legal and regulatory requirements. * Excellent communication skills, critical, customer service and problem-solving skills. * Strong interpersonal and team-building skills. * Detailed oriented and able to manage multiple tasks effectively. * Ability to work independently and in a fast-paced environment. * Ability to understand, speak, read and write English and Spanish. * Ability to prepare presentations, team reports and manage Excel. * Effectively speaking before groups of customers or employees. * Assume evolving duties and responsibilities of position. * Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed). * Travel as required. * Provide coverage for other positions as requested. * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. * Perform additional duties and responsibilities as assigned by Management. COMPLIANCE RESPONSIBILITIES * Ensure all client activity complies with FINRA, SEC, and firm regulatory standards. * Review documentation for completeness and accuracy prior to submission. * Maintain confidentiality and data security at all times. * Support audits, compliance reviews, and internal reporting as required.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “We prioritize our people, their development, and their well-being…people see that management is caring and has a priority in their success.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking experienced accounting professionals, specializing in litigation consulting, to join our forensic advisory, litigation, and business valuation services team. We are looking for individuals who seek exciting, long-term career challenges in the field of accounting and have a genuine interest in forensic accounting and litigation support services. Successful individuals in this field are naturally outgoing, self-motivated, possess strong communication and analytical skills, and enjoy a wide variety of work experiences and challenges. • Analyze client documents; extract and summarize relevant information, • Search for origins of entries and unrecorded transactions; review and verify source documents, • Demonstrate an understanding of the flow of information and documentation on assigned matters, • Work with supervisors and co-workers to create/modify presentations, write industry articles, and attend business development calls/functions, as directed, • Interact with clients in an appropriate and professional manner, • Maintain the confidentiality of the organization’s clients, • Actively work to identify and minimize risk on projects and proposals, • Draft letters, documents requests, and reports for review by Managers, • Provide timely and consistent updates to supervisors on the progress of work assignments What Skills You’ll Bring: • 3 years of relevant experience in public accounting, • Master’s degree in accounting preferred, • CPA licensure or eligibility, • Knowledge of accounting theory, auditing theory and procedures, insurance theory and language, or valuation theory and practice, • Ability to organize and prioritize numerous tasks and complete them under time constraints, • Ability to work both independently and as part of a team with professionals at all levels, • Competency in MS Office programs, • Strong written and verbal communication skills How You’ll Stand Out: • Proactivity in identifying areas for improvement, • Previous experience in Business Valuation preferred or ABV/CVA license preferred, • High energy, personable and professional, • Bilingual in Spanish, • Ability to work periodic overtime Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market with a focus on the investment services side. The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with bank and trust officers, loan specialists, etc. to integrate solutions as necessary. Ensures high standards of service to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Security Policies and Procedures. Responsibilities: WA-IC are high level professionals with experience in Finance/financial markets. They deliver personalized services to often sophisticated and wealthy clients and manage around 150-180 relationships with a focus on Investments. • WA-IC develops new client business using internal network (bank business segments) and external knowledge of target market, • WA-IC will assess customer goals and needs and provide comprehensive wealth management advice to customers. When necessary, also refers or provides guidance on banking or trust needs, and works for deposit and lending goals or trust solutions, • Delivers introductory presentation, gather customer feedback and prepare initial proposal depending on customer needs., • Understands how the customer’s wealth was generated, what is their current personal and financial situation, and which are their goals for the future., • If prospect demonstrates interest, the WA-IC will start a thorough suitability assessment, establishing the number and type of brokerage or advisory accounts required as well as the purpose for each one of them and the investment approach or model portfolios that best suit customer needs and constraints., • Once suitability is assessed, WA-IC will gather account opening documents (duly completed and signed forms and agreements, IDs, and KYC, as per procedures), and follow up on preparation of new account folder and request for approval to Principal as per supervisory procedures and operations manual., • WA-IC follow-up account opening process and initial funding., • WA-IC provides investment advice to advisory customers. They apply investment profiling interviews to facilitate portfolio selection, prepare and explain proposals on recommended model portfolios, provide periodic performance information and remain aware of changes in portfolio performance or customer profile by maintaining and documenting regular contacts with customers., • WA-IC provides fixed income quotes and provides customer transactional support as deemed necessary., • With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals., • Maintains licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s., • Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. WA-IC must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings., • WA-IC might be asked to participate in or validate assumptions in the development of new products and services or also bring to the Firm any market intelligence obtained from conversations with customers and prospects., • WA-IC will identify, evaluate, monitor and make any recommendation deemed necessary to their respective Executive Committee member in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or non-conformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards., • WA-IC coordinates client meetings to support the sale of products and services;, • Maintains constant and periodic communication as agreed with customers to follow up on planned strategy and execution, • Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction;, • Acts as a customer advocate within and outside of the organization;, • Actively participates in any required corporate and business line training; Bachelors degree in business, finance, economics or related field. Other degrees may be acceptable. SIE, Series 7 and 66. Series 4 preferred. A master’s degree or other well-known professional certification are a plus. STEP FC / CFP (Preferred) - CFA (Optional) Minimum Work Experience Requirements: Three (3) to five (5) years of experience in wealth management business. Preferably with experience in the investment services and good knowledge of trust services Technical and/or Other Essential Knowledge: Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.

Job Description Accounting & Finance Professionals – Senior Associates, Associate Managers & Managers | Florida | Strategic Projects with Fortune 1000 Companies Location: Florida Type: Full-time Flexible Career Path | Leadership-Focused Consulting | Fortune 1000 Engagements Looking to take your accounting or finance career to the next level? This is your opportunity to work directly with some of the largest and most respected companies in the U.S., leading and supporting strategic financial initiatives from the inside. Whether it's IPO readiness, mergers and acquisitions, carve-outs, or complex accounting transformations — you'll be involved in work that truly matters. This is more than a consulting role — it’s an investment in your future. You’ll gain unmatched breadth of experience while growing as a leader, all within a collaborative and entrepreneurial environment. What You’ll Do • Lead or support high-stakes accounting and finance projects across Fortune 1000 and large private companies, • Provide expertise in technical accounting, SEC reporting, internal controls, and transaction readiness, • Quickly adapt to different client environments and deliver value from day one, • Work closely with CFOs, Controllers, and senior finance leaders, • Advance your career while making meaningful contributions to clients and teams Ideal Background • 2+ years of experience in public accounting (Big 4 or large firm preferred), • At least one busy season at the senior level or higher, • CPA or actively progressing toward it preferred, • Combo experience (external audit + corporate accounting/finance) is a plus, • Strong technical knowledge of GAAP, FASB, and financial reporting, • Proven ability to communicate effectively with senior stakeholders, • High emotional intelligence, adaptability, and team-first mentality What You’ll Gain • Access to top-tier clients and a wide range of industries and projects, • Leadership development through a nationally recognized internal program, • Mentorship, flexibility, and a tailored career path that evolves with you, • Opportunity to get involved in recruiting, business development, or thought leadership (if desired) Compensation & Benefits • Competitive base salary + incentive compensation, • 401(k) with matching and profit-sharing, • Comprehensive healthcare (medical, dental, vision), • Paid vacation, holidays, and sick time Ready to accelerate your career with high-impact work and a leadership-focused culture? Apply now.

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? • Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network., • Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth., • Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills., • Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. As a Private Client Advisor, you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment., • Mandatory to have Undergraduate degree in business, economics, marketing, or related disciplines. Master's or advanced degrees are considered an advantage., • Knowledge and experience with HNWIs is highly appreciated., • Multilingual and territorial-specific experience is considered an advantage., • Exceptional communication skills to engage with industry stakeholders - Full English and Spanish proficiency is required., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Competitive base salary;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 20 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR FxUKSHlqgf

Job DescriptionBenefits: • Bonus based on performance, • Dental insurance, • Health insurance, • Paid time off Larch Capital Partners is a SEC registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals mostly from Latin America. We are a collaborative organization with a collegial, creative and very dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence and very high ethical standards. WE ARE LOOKING FOR: Sr. Middle Office Analyst Mission Reporting directly to the COO, the Sr. Middle Office Analyst is responsible for the accuracy, timeliness, and control execution of core investment operations processes including trade confirmations, cash/position/transaction reconciliations, reporting reconciliations, billing support, and operational finance routines (cash flow tracking, budget monitoring support, and vendor/invoice coordination). This is a hands-on execution and analysis role (non-managerial) with high visibility across Portfolio Management, Client Service, Finance, and Compliance. The ideal candidate is detail-oriented, process-driven, and experienced in working with custodians and portfolio reporting systems. This role embraces the following duties and responsibilities: Middle Office / Trade Operations Perform trade verification and trade confirmation processes across custodians/brokers and internal systems. Monitor trade settlement status and resolve exceptions (failed trades, allocation discrepancies, incorrect booking, etc.). Support trade-related lifecycle events including corporate actions, dividend and interest validation, and transaction clean-up. Coordinate with internal stakeholders and external partners (custodians, brokers, OMS/PMS vendors) to resolve operational issues. Reconciliations & Controls (Daily/Weekly/Monthly) Conduct daily and periodic cash, position, and transaction reconciliations between custodians, portfolio accounting/reporting systems, and internal records. Perform report reconciliations (performance, holdings, transactions, AUM) and investigate variance drivers. Maintain reconciliation logs, exception trackers, and evidence packages to support internal controls, audits, and compliance reviews. Ensure operational tasks follow documented SOPs; recommend improvements where gaps exist. Operating and maintaining core business systems such as Addepar (a data aggregation and reporting system) and Practifi Sales force Billing & Revenue Operations Support Support the end-to-end management fee billing cycle: o Validate AUM and fee bases o Ensure accuracy of fee schedules o Assist with invoice generation and review o Reconcile billed amounts and investigate variances Partner with client service and finance teams to resolve client billing questions or corrections promptly. Finance Operations (Analyst Scope) Support cash flow tracking (inflows/outflows, expected receipts, recurring expenses) and provide weekly/monthly summaries. Assist with budget monitoring through variance analysis and spend tracking (does not require budget ownership). Coordinate and validate vendor invoices and operational expenses; support AP/AR processing with external bookkeepers/accountants as applicable. Prepare data packages and schedules for month-end routines, external accounting, and leadership reporting. Process Improvement & Documentation Document, maintain, and improve middle office workflows, checklists, and SOPs. Identify recurring reconciliation breaks and propose root-cause fixes (automation, data hygiene, workflow redesign). Participate in system enhancements, custodian transitions, reporting tool upgrades, and operational projects. Collaboration & Stakeholder Support Serve as a key liaison between portfolio management, client service, finance/accounting, and compliance teams to ensure operational integrity. Support internal compliance routines through accurate recordkeeping, evidence gathering, and timely reporting related to operational controls (as applicable). Required Qualifications 5+ years experience in investment operations / middle office / RIA operations, asset management operations, or similar financial services environment. Strong working knowledge of: o Trade lifecycle (allocation, confirmation, settlement) o Custodian reconciliations (cash/positions/transactions) o Operational controls and exception management Advanced Excel skills (e.g., pivot tables, XLOOKUP/INDEX-MATCH, reconciliation logic); ability to work with large datasets. Proven ability to manage multiple recurring deadlines (daily/weekly/monthly cycles) with high accuracy. Strong analytical and troubleshooting skills; able to investigate variances and document resolution clearly. Excellent communication skills and comfort interacting with custodians, vendors, and internal stakeholders. Preparing documents and presentations. Availability to work in-office from 9 AM to 6 PM. Required Knowledge, Skills and Abilities College degree. Minimum of 5 years of professional experience in a similar role. Fluency in English and Portuguese; Spanish is a plus. Excellent interpersonal, communication, and presentation skills. Strong organizational skills, meticulous attention to detail, and ability to set priorities. Proficiency in data management and data systems. Ability to map processes and create procedures. Highly analytical mindset and process improvement orientation. Problem-solving mindset. Experience with Practifi (Salesforce) and Addepar is a plus.

Job Description Wealth Management Intern Help Amerant shape our continued success by pursuing a career you feel good about. We are seeking bright, innovative Interns to join our talent community in Wealth Management. The Wealth Management intern role provides the opportunity to excel and to set in motion a Career Path. The role requires the maturity to take on challenges, as well as the desire to learn and be part of a team. Our success relies on the passion we invest in everything we do. This rotational internship is full of opportunities to participate collaboratively in various projects and additional assignments that directly contribute to the success of the unit you assist. In addition, the intern will have opportunities to interact with and be mentored by executives and senior leadership. Upon completion of the intern program there is potential to obtain a full-time offer of employment. About Amerant Bank At Amerant, team members can build solid careers and make contributions to our dynamic environment. As we continually evolve and move forward to keep pace with the needs of our customers within each market, we draw upon the talent of our team members to identify new solutions and innovative ideas. We value the individuality and unique contributions of each team member that creates the strong culture of a thriving and visionary organization. The Amerant culture is one that embraces social responsibility. We take our leadership role in the community seriously and reach out to make the markets we serve better places to live and work. Throughout our almost 40-year history, team members have been an integral part of expressing care and concern for our neighbors. Countless volunteer hours create lasting changes in our communities and provide forums for team members who work together to have fun together, too. Our priority is to support the organizations whose causes mean the most to our team members and customers. Amerant Bank is an equal opportunity employer. Growth in Competence and Knowledge: • Intern will be required to successfully complete all required course work within the allotted timeframe., • Progress will be monitored by the intern’s performance of required tasks by collaborative coaches, senior management, and the intern program director., • Interns will be assigned to an intern manager and will also gain exposure to multiple departments at the bank., • Interns will work with teammates and their manager on projects important to the bank's goals. On the job learning will be provided., • Interns will participate in team meetings, training, and presentations as available. The intern position provides participants exposure to Wealth Management. Wealth Management • Excellent opportunity to gain hands-on experience in investment strategies, client relationship management, and back end operational procedures., • Work closely with experienced professionals, supporting various initiatives to help clients achieve their financial goals and needs., • Practical experience in wealth management and financial advisory services., • Participate in weekly market update meeting to stay up to date on the financial markets., • Exposure to various investment products and strategies, • Networking opportunities within the financial services sector., • Provides support to our Client Associates in updating of KYC and Investment Profile as well as renewal of W8s and IDs. Other tasks include form filing support and general office administrative support: copying, scanning, faxing, and archiving., • Monitoring client email inboxes to ensure processing of all pertinent client requests and ensure high levels of customer satisfaction. Requests include performing account maintenances to investment accounts., • Provide support reviewing and approving requests initiated by other team members., • Acts as primary liaison with Trading and Sales Middle Office. Participates in special projects: massive mailing, database maintenance, etc., • Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media., • Provide superior customer service to broker dealer/registered investment advisor., • Minimum of 2 years college education in Business, Finance, or job-related degree. Seeking 2026 or 2027 Graduates., • Must be a team player and maintain a professional image., • Must be able to prioritize work and effectively manage time, handling multiple tasks in a fast-paced environment, • Displays a high level of professionalism with excellent interpersonal relations skills., • Strong computer skills, including Microsoft Word, Excel and PowerPoint., • Must possess strong written and verbal communication skills., • Detail oriented and self-motivated., • Comfortable interacting with senior management and / or non-technical members of the organization.

Job DescriptionWHO WE ARE: Larch Capital Partners is a SEC registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals mostly from Latin America. We are a collaborative organization with a collegial, creative and very dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence and very high ethical standards. Your role (Junior Commercial Associate) Reporting directly to Financial Advisors, the Junior Commercial Associate is in charge of supporting the commercial activities of Financial Advisors as well as interacting directly with clients during the FAs’ absences. This role embraces the following duties and responsibilities: · Interacting with designated clients under the guidance of the FAs.· Supporting the FAs on trade execution (bonds, equities, derivatives, structured products, foreign exchange) in compliance with all regulatory requirements.· Preparing documents related to establishing and maintaining client relationships. • Collecting and organizing clients’ background information for KYC purposes and preparing Compliance forms., • Monitoring investment recommendations to ensure timeliness and suitability., • Preparing investment proposals for existing and prospective clients., • Obtaining and organizing information on securities and other investment products., • Operating a data-aggregation and reporting system for producing client statements and analytical reports.Your team You will be working with a financial advisor that services clients in South America and the US. Required Knowledge, Skills and Abilities • Solid Microsoft Office capabilities, particularly Excel., • Fluency in English and Portuguese. Spanish is a plus., • Series 65 required or obtain within 180 days from start date., • At least 3 years of experience in client service, within the finance sector. Preferred Qualifications, • College degree in Business, Finance, or Economics., • Professional experience in a similar role (private banking or broker-dealer industry) is a plus., • Excellent interpersonal communication and presentation skills., • Full understanding of financial markets., • Excellent sense of priorities, strong organizational skills, meticulous., • Solid Microsoft Office capabilities, in particular Excel., • Fluency in English and Portuguese. Spanish is a plus., • Experience with Salesforce and Addepar are a plus.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Employee discounts, • Free uniforms, • Training & development, • Wellness resources This application is an expression of interest in joining Restore for future openings Apply now to join our talent pool! This posting remains open even when we dont have roles currently available to identify talent for future openings. Position Summary: Hyper Wellness Representative With Restores continued growth and success, we are excited to hire a Hyper Wellness Representative to be a part of our team in Miami. We are looking for positive, energetic individuals with a passion for wellness and helping people! As a Hyper Wellness Representative, you will greet and welcome potential and existing clients to the studio, help clients determine the next steps in their wellness journey, promote membership sales, and help administer some of the services we have to offer. Additionally, you will perform other administrative and hands-on duties to help the General Manager manage the day-to-day operations of your studio, and assist with retention and ensuring current members are receiving the highest level of customer service. Pay: $18-$20 + monthly performance-based bonus potential Status: Full- and Part-Time roles available Schedule: Includes weekends Studios: Pinecrest, FL What our Hyper Wellness Representatives love about working for Restore: • Free and discounted services, • Monthly bonus potential, • Comprehensive benefits, • Paid standard holidaysResponsibilities:, • Conduct studio tours and deliver an exceptional and versatile sales and service experience to all members and guests, • Educate clients on Restore services, including medical benefits, precautions, and at-home care, • Meet and exceed all key performance sales indicators for the studio, including membership sales/renewals, and retail sales, • Onboard new clients-this involves completion of medical waivers and creating guest profiles in POS system, • Field incoming calls to schedule appointments and answer general questions, • Assist in outgoing calls to clients for notification of promotions and events, • Assist in the execution and coordination of the companys marketing and ongoing sales drivers (pre-sale events, studio events, outreach), • Ensure a safe and clean studio environment for members and guest, • Promote enthusiasm for health/wellness and the Restore brandRequirements:, • 1+ years of sales experience preferred, • 1+ years of customer service experience in a similar role, • Excellent customer service skills, • Strong teamwork mentality, • Exceptional communication skills, both written and verbal, • Intermediate computer skills, • Demonstrate initiative and ability to work independently To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Other duties may be assigned. About Restore Hyper Wellness: Restore Hyper Wellness (Restore) is the award-winning creator of an innovative new category of healthHyper Wellness. Restore delivers expert guidance and an extensive array of cutting-edge health services, such as IV drips, hot sauna, hyperbaric oxygen therapy, red light and cryotherapy, integrated under one roof. These therapies help you feel your best, so you can do more of what you love. With 200+ locations across 40 states and a fast-growing national retail footprint, Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love. Restore is Private Equity backed with the most recent investment round led by General Atlantic, a leading growth equity firm. General Atlantic joins existing investor, Level 5 Capital Partners. Benefits: • Medical, dental, vision, disability and life insurance within 30 days (Full-Time roles), • PTO (Full-Time roles), • Free and discounted services (both Full- and Part-Time roles), • 401k retirement plan with vested employer match (both Full- and Part-Time roles), • Bonus opportunities (both Full- and Part-Time roles), • Career advancement opportunities (both Full- and Part-Time roles)Restore Hyper Wellness is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Marc Bell Capital Partners, is a multi-family home office with over 35 years of investing experience. We have raised over $10 billion of equity and $100 billion of debt for over 150 transactions. We focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. We have taken 17 of our companies public and sold many in private transactions. We seek a highly motivated, enthusiastic, and skilled Financial Analyst to join our dynamic team in Miami, Florida. The ideal candidate will have at least three years of experience in financial analysis and have gone through a financial analyst training program at a major investment bank. This position requires strong analytical, quantitative, and communication skills with a deep understanding of economic concepts to support our financial planning and analysis activities. Requirements Key Duties and Responsibilities: • Financial Reporting & Analysis:, • Prepare, analyze, and present detailed financial reports, including profit and loss statements, balance sheets, cash flow statements, and variance analysis., • Conduct financial modeling to forecast performance and assess financial trends., • Analyze historical data and provide actionable insights to senior management for decision-making., • Budgeting & Forecasting:, • Assist in the development of annual budgets and long-term financial plans., • Update forecasts and track performance against budget, identifying key variances and recommending corrective actions., • Provide insights into cost management, revenue projections, and capital allocation., • Investment Analysis:, • Evaluate investment opportunities by conducting due diligence, financial analysis, and risk assessments., • Support senior management with the analysis of securities, assets, and market trends., • Prepare investment reports, highlighting key performance indicators (KPIs), market conditions, and potential risks., • Data Management & Reporting Tools:, • Utilize advanced financial software, such as Excel and Bloomberg to manage financial data and generate reports., • Develop and automate reports, dashboards, and performance metrics to track the financial health of the organization., • Maintain accurate financial databases and ensure data integrity., • Cross-Functional Collaboration:, • Work closely with accounting, operations, and other departments to gather necessary data and ensure alignment with corporate financial goals., • Collaborate with senior executives to provide financial insights and strategic recommendations to drive business performance., • Regulatory Compliance & Risk Management:, • Ensure compliance with financial regulations, internal policies, and industry standards., • Assist in identifying potential risks and contribute to the development of risk management strategies., • Presentation & Communication:, • Prepare presentations for executive management, investors, and other stakeholders, clearly communicating financial performance and key takeaways., • Communicate complex financial concepts to non-financial stakeholders in a clear and concise manner. Qualifications: • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Master’s degree is a plus., • Experience: Minimum of 3 years of experience in financial analysis within a large financial institution, with exposure to corporate finance, investment analysis, or similar functions., • Skills & Competencies:, • Strong proficiency in financial modeling, forecasting, and budgeting., • Advanced Excel skills (e.g., pivot tables, macros, data analysis)., • Strong skills with Microsoft Office tools., • Proficiency in financial software and reporting tools (e.g., Bloomberg, SAP, etc.)., • Strong understanding of financial statements, financial ratios, and business metrics., • Excellent communication and presentation skills, both written and verbal., • Ability to work under pressure, and handle multiple projects while prioritizing deliverables and meeting tight deadlines in a fast-paced environment., • Detail-oriented with strong problem-solving abilities., • A desire to work in an entrepreneurial environment with a positive attitude. Preferred Skills: • Experience with investment banking, asset management, or private equity is highly desirable. Why Join Us: • Competitive salary and benefits package., • Opportunities for professional growth and development., • Collaborative work environment. About Marc Bell Capital Partners: Marc Bell Capital Partners is a leading investment firm with a focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. Disclaimers: The responsibilities and qualifications described here are not exhaustive and additional assignments, duties, or responsibilities may be required for this position. Assignments, duties, and responsibilities may change any time, with or without notice, by Marc Bell Capital Partners and in its sole discretion. To comply with US Government space technology export regulations, the applicant must be a US citizen, lawful permanent resident of the US, protected individual as defined by 8 USC 1324b(a)(3), or eligible to obtain the required authorizations from the US Department of State. In addition, please note that this position may require a current United States National Security clearance or eligibility for such a clearance. Marc Bell Capital Partners is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law. If you need assistance or accommodation due to a disability, you may contact us at . If you're an experienced financial analyst looking to take the next step in your career in Miami, we encourage you to apply.

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