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Product Manager, Transactions and Funding Rounds Data. We are seeking a Product Manager to oversee our M&A Transactions and Funding Rounds and Valuations content. A minimum of 15 years of work experience at a leading financial institution or investment research platform firm as Product/Content Manag

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records and by contributing to firm

Training Our nationally recognized training program prepares newer team members for their career in commercial real estate. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory

Learn about and understand QES investment strategies and portfolio management approach Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members Create client-specific proposals and analysis

We are currently looking for an Analyst to join the Private Funds Group in New York City. Aviditi Advisors is a premier independent advisory firm that provides comprehensive, tailored solutions throughout an alternative investment manager's lifecycle. Marketing/positioning of an alternative investme

You will: Reporting to one of the Bank Holding Company Regulatory Controller Leads in New York, the main responsibilities are:. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. G

Job Description Company & Team Overview This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn’s transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm — 20 people strong and growing — has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential • This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential., • Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation. • On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY, • You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation., • We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability., • We operate within the Specialization approach, with our agents focusing on specific territories and asset types – promoting collaboration and information sharing, while eliminating internal deal competition., • Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Market Analysis, Property Valuation, and Deal Negotiation skills, • Strong understanding of the commercial real estate industry, • Client Management and Relationship Building, • Financial Modeling and Analytical Skills, • Excellent verbal and written communication and negotiation skills, • Bachelor's degree in Real Estate, Finance, Business, or related field, • Experience in investment sales or commercial real estate industry, • Must be coachable and receptive to feedback, • Must be a team player with integrity Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be passionate about sales, marketing, and the Brooklyn real estate market, • Must be coachable and receptive to feedback, • Must be a team player with integrity, • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Must have strong written and communication skills and a basic understanding of finance, • Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook, • Must possess excellent communication skills; written and spoken, • Friendly, collaborative, work environment, • Full time and on-going training with industry leading experts, • State of the art, award winning designed office with communal kitchen, rooftop terrace and location close to Barclay's Arena/Atlantic Terminal, • Best in practice Client Relationship Management system and full access training., • Membership in industry organizations and paid access to industry events & memberships

Founded in 1869, we are a leading global investment banking, securities and investment management firm. Collaborate with trading, sales, asset management, banking, finance and others, to build and automate solutions to keep our firm's position on the cutting edge. Programming in a compiled language

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. Build your career and unlock your potential at Capvision, one of the fastest growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for a Sales Associate to assist with their continued rapid expansion into the Americas regions. In this role, you will work with the Business Development team to identify, qualify, and build meaningful relationships with clients around the world. Our Business Development team is responsible for identifying Capvision users within new and existing accounts, as well as growing the relationship alongside our research team. This person will join a growing team that works with some of the largest investment management firms and consultancies in the world, helping to discover our client's business initiatives and acting as the Capvision advocate. In this role, you will gain direct exposure to client outreach, relationship management and strong communication skills with significant career progression opportunities at our fast growing firm. Job Responsibilities: • Demonstrate Capvision's value proposition across our entire universe of research services, • Grow and track existing accounts to identify additional opportunities such as new users and up-selling opportunities, • Lead generation: Connect with prospects through strong written and verbal communication, • Gain commitment for an initial visit or initial call with a Senior Sales Associate, • Strong academic background gained in any fully accredited undergraduate bachelor's degree program with a GPA of 3.3 or higher (finance or economics preferred), • 6-8 months of professional sales or business development experience; new grads encouraged to apply, • Proven sales experience in any field of professional sales; Familiar with selling directly or indirectly in a competitive landscape, • Ability to work independently as well as part of a team in a fast-paced environment, • Strong customer service skills with the ability to build rapport and trust with clients, • Good with ambiguity and taking initiative, with agility to make things happen, • Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively, • Demonstrable ability to learn quickly and adapt to a growing, fast-paced working environment, • Positive, motivated, goal-oriented mentality, • Experience with financial institutions, including but not limited to Hedge Funds, PE Firms, Asset Managers, and Consulting Firms, • Competitive compensation and bonus program. Base salary of $68,000 + Sign-on bonus of $3,000 + 10% first year target performance bonus, • Very fast paced and motivated culture, • Great office, colleagues, and growth culture!, • Paid vacation, sick days, and company holidays, • Healthcare, vision, and dental plans, • Tax-free commuter benefits program, • Monday breakfast, weekly happy hours and events, free snacks and coffee/tea, • Mobile phone reimbursement (Annual $600), • Monthly commuting stipend (Annual $1,200), • Company sponsored meal plan - FREE lunch ($1,200 value) Website:

Job Description Associate Consultant New York | Hybrid (WFH Fridays) $60,000 base + uncapped commission (OTE $70K+) Looking to take your first step, or your next big leap in recruitment? Join Joss Search, a high-performing recruitment firm specializing in placing exceptional corporate talent with top private equity and alternative investment clients. We’re expanding our NYC office and hiring an Associate Consultant, perfect for someone motivated, resilient, and ready to build a long-term lucrative career in staffing. You’ll receive best-in-class training, work closely with senior consultants, and grow into a full 360°ree; recruitment role. What We Offer: • Fantastic Culture, Sunday Times Top 10 Best Small Businesses to work for winner., • Clear career path to Consultant and beyond., • Structured onboarding & training from day one., • Hybrid working – office collaboration + WFH Fridays., • Annual Getaway – Get treated to a holiday with the team once a year!, • Top Glassdoor & Google reviews (4.8★ and 5★), • Employee-owned – share in our collective success., • Benefits – Medical, dental, 401k, 19 days PTO, regular team lunches What We’re Looking For: • A passion for relationship-building., • Motivated by learning and achievement., • Excellent organization and multitasking skills, • Proactive, solution-oriented mindset, • Experience in recruitment or staffing is a plus, but not essential About Joss Search: We’re a values-led search firm that’s redefining recruitment through long-term partnerships, deep market expertise, and a genuine commitment to people. Our mission is to champion the hidden heroes in business, starting with our own team. APPLY NOW, we are actively interviewing and will hire as soon as we find the right match!

Job Description About the team Our global Private Equity team is a core part of our business. We have been partnering with leading funds of all sizes across the globe for the past 15 years, assisting them with hiring strategic, transformation and M&A talent into their own teams (both investment and operations) and the management teams of their portfolio companies. We have developed a market-leading proposition which is capable of delivering a top tier service to clients who return to us time and time again to deliver on the appointments which are most important to them and the companies they own. Our Private Equity team in the US is one of the fastest growing areas of our business with a record breaking performance in 2022. About the Role The Senior/Principal Consultant level role is a senior position within our business responsible for driving the growth of our business through their own professional development and success. We understand that some recruiters thrive on operating in a full 360 role, whereas others prefer to focus their talents on pursuing a path focused purely on the candidate experience, or winning new business. Here at The Barton Partnership, we offer our people the opportunity to pursue all of these career paths, at all levels. Consultants use their rounded recruitment toolkit and knowledge to engage with our market. Maintaining a strong knowledge base and ever expanding and evolving network. What you will do The specifics will differ depending on your individual focus, but typically our Senior/Principal Consultants are responsible for some, or all of the following: • Using diverse and creative methods to identify, contact and build relationships with an ever-expanding candidate network., • Building a wide network of clients within their chosen area and sector(s) of expertise, • Managing thorough, efficient, and timely interview processes on behalf of their clients. Providing insight to their clients to ensure these are appropriate., • Managing offer processes – always in a consultative manner, • Being a true expert in their field, • Always focusing on the candidate’s experience. Ensuring this is the best it can possibly be., • Taking a smart and proactive approach to identifying and executing on new business opportunities, • Working collaboratively with colleagues to introduce alternative services we offer to our clients., • Having their say on the evolution and growth of our business, • Previous experience recruiting in the Private Equity sector with a strong track record., • The ability to engage with top tier professional individuals and provide true advice and guidance to both candidates and clients, • Strong business and commercial acumen, • Comfort operating in a fast-paced environment and delivering against deadlines., • A collaborative approach to working with colleagues, candidates, and clients., • An ambition to develop and grow your career in an environment that rewards success and ambition Having been founded in 2007, The Barton Partnership has established itself as the pre-eminent and a multi award-winning, niche, executive recruitment firm providing permanent search and independent consulting services across all aspects of Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. We have offices in London, New York, Chicago, Paris, Singapore, and Hong Kong. Our clients include FTSE listed and Fortune 500 companies across all sectors/industries; SMEs, Strategic, Innovation & Management Consulting firms (large and boutique), Global Financial Services, Private Equity and Venture Capital organisations. Our network represents talent from Analyst to Partner/MD level across all disciplines and sectors associated with Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. Our independent consulting business provides clients with individuals and teams for business-critical projects across Europe, North America and AsiaPac. We maintain a curated global network of more than 5,000 independent Consultants, and in 2022 we ranked Gold for Consulting Networks in the UK’s Leading Management Consultants report by the Financial Times. The key to our success lies in the experienced talent we have acquired ourselves. Our team consists of industry veterans and former tier-one strategy consultants working alongside sector-specialised experienced recruiters, which gives us a clear and distinct advantage in understanding the needs of the people we work with, whether you are an employer seeking new talent or an individual looking for a career change. TBP is proud to be an equal opportunities employer. We believe that diversity and inclusion among our colleagues is critical to our success as a global organisation. Employment at TBP is based solely on a person’s merit and qualifications directly related to professional competence. We do not discriminate against any employee or applicant because of age, race, disability, sex, gender reassignment, sexual orientation, pregnancy, maternity, race, religion or belief, marriage and civil partnerships. Powered by JazzHR kUw56XnHjI

ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions.ATLAS SP's tenured experts work with clients to determine the best approach to optimize the

Will report to and work closely with the companys Chief Compliance Officer as to issues, problems, and sales practice. Compliance Officer - Options/Equity Trading. Compliance experience with a Broker-Dealer or an Investment Adviser / Broker-Dealer, Compliance Consulting firm, or Bank.

Job Description General Interest About Us: Catalyst Labs is a recruitment agency specializing in tax across North America, Caribbean, UK, Europe and in certain Asian jurisdictions such as HonKong, Singapore, South Korea and Taiwan. This is an open expression of interest for seasoned transfer pricing professionals looking to explore new opportunities. By submitting your CV, you will be considered for upcoming roles with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work directly with hiring managers who understand the strategic importance of robust transfer pricing functions in a globalized economyand we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Who Can Apply: Anyone interested in Transfer Pricing, BEPS, and International Tax Policy. Location: Anywhere in the USA, Caribbean, UK, Crown dependencies, Europe or East Asia. Experience: Analyst / Associate to Senior Manager, Director, and Partner-track professionals. General Requirements by Role: * Strong experience in Transfer Pricing from public accounting firms, specialist TP consultancies, law firms, or in-house MNC tax departments. * Prior tenure at a Big 4 or globally recognized advisory firm is preferred. * Hands-on experience in transfer pricing documentation, functional analysis, benchmarking studies, and TP planning strategies. * Familiarity with OECD Guidelines, BEPS Action Plans, CbCR, master/local file compliance, and intercompany pricing methodologies. * Experience with dispute resolution (e.g., APA, MAP, audit defense) is highly regarded. * Exposure to industry-specific TP issues (e.g., financial services, tech, pharma, digital economy, supply chain reconfigurations). * Fluency in TP software tools (e.g., TP Catalyst, OneSource, Orbitax) is a plus. * Advanced degree in Tax, Economics, Finance, or LL.M in Taxation. * CPA, CA, CFA, or similar credentials are valued but not required. * Demonstrated leadership in managing junior professionals and leading client-facing engagements. * A global mindset and strong communication skills to work across jurisdictions and functions. Why Work with us? * Take advantage of the strong relationships we have built with the Big 4. * Tap instantly into our global network for both access and insight. * Work with competent recruiters who are deeply embedded with clients. * We prioritize your confidentiality and privacy throughout the recruitment process. * No spamming. * Support on crafting the perfect resume for jobs we shortlist you for. * Bypass gatekeepers, work directly with hiring managers and decision makers. * Industry insights and assistance in salary negotiations. Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Manager, Implementations LOCATION: Hybrid in New York City, NY, or Jacksonville, FL. SALARY: $140,000 - $165,000 base salary, + bonus and stock options (based on NYC, will be adjusted for geo) The Role: As we scale, we are seeking a Sr. Manager of Implementations. This role will lead a team of Project Managers that onboard new clients onto the Canoe Intelligence platform. This role is pivotal in ensuring a high quality onboarding experience as well as help drive customer value realization. In this role, you will be responsible for the performance, development, and success of your team. Your leadership will be key in driving both client satisfaction and team effectiveness. You will guide your team to execute standard, repeatable processes that adhere to the high quality delivery of the Canoe platform. What You’ll Do: This role has two key components: 1. Drive Team Success • Lead and Develop Your Team: Manage, mentor, and inspire a team, providing guidance, support, and opportunities for professional growth., • Team Accountability: Maintain awareness across your team portfolio to ensure all projects are adhering to timeline, scope, and risk mitigation standards per our internal SOP and client SOW., • Foster a Collaborative Environment: Promote a culture of continuous improvement by encouraging knowledge sharing, best practices, and collaboration within the team., • Monitor and Enhance Team Performance: Regularly audit team interactions, project statuses, and client communications, providing constructive feedback and coaching to elevate team performance., • Engage in Strategic Client Interactions: Join strategic and enterprise-level client calls to provide additional support and reinforce Canoe’s commitment to client success. 2. Drive Client Results • Client Implementation Leadership: Oversee and guide your team in leading clients through their Canoe implementations, including technology configuration, data connectivity, and integration processes., • Be a hands-on Leader: Act as the lead on strategic projects and Executive Sponsor on others., • Expertise in Technology: Develop deep expertise in Canoe's technology offering, ensuring both you and your team can effectively drive client value through successful implementations., • Project Management Excellence: Ensure that your team maintains high standards in project planning and execution, including regular communication with clients and internal stakeholders, and meticulous tracking of project progress., • Client Relationship Management: Support your team in maintaining ongoing dialogue with Canoe's Relationship Management team, ensuring a seamless client experience from onboarding through to long-term adoption. What We’re Looking For: • 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients., • 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success., • Experience in Fintech, Alts, back-office environments, • Strong leadership and mentorship skills, with a proven track record of developing high-performing teams., • Technical aptitude, with the ability to understand and explain complex technology solutions to both team members and clients., • Excellent communication skills, both verbal and written, with the ability to influence and inspire., • Expertise in project management, change management, and expectation management., • Analytical, data-driven, and detail-oriented, with a proactive approach to solving problems and driving results., • Client-centric mindset, with a genuine passion for delivering exceptional value to customers., • A collaborative spirit, with a desire to work in a team-oriented environment that values continuous improvement., • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is 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 on the basis of 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.

Job DescriptionQuantitative leadership position supporting the warehouse lending & asset backed credit modeling and analytics team for large US investment bank Responsibilities: • Lead the credit loss modeling coverage for structured / asset-based lending portfolio, for both stress test and CECL., • Develop, and maintain the performance of Credit Risk and Stress Testing models for the lending portfolio with broader credit analytics coverage as needed, • Participate in research, development, and implementation of credit risk models, • Provide econometric analyses to support methodology development, • Perform back-tests, stress-tests, scenario analyses and sensitivity studies, • Develop data analyses for various purposes, • Oversee work of analysts and participate in recruitment, training and development of junior members of the team. Requirements: • Broad experience in a quantitative research group at a commercial bank, investment bank, or consulting firm, • Advanced statistical skills especially in hypothesis testing, regression, and discriminant analyses, • A thorough knowledge of statistics and an internal drive to challenge and improve models with quantitative methods, • Familiarity with statistical packages (e.g., MATLAB, or R ), • Team player with strong interpersonal and communication skills, • Advanced degree (PhD or MS) in a quantitative discipline (e.g., statistics, physics, math) For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

We are seeking a skilled IT Business Analyst to join our team, dedicated to optimizing the backend operations at a leading investment firm. Responsibilities: Analyze and map backend workflows, particularly in settlements, trade processing, and residential mortgages.

Job Description Position Overview: We are seeking a highly motivated and experienced Commercial Real Estate Agent to join our brokerage team. The ideal candidate is a self-starter with a proven track record in leasing and/or investment sales and is looking to grow within a company that supports and rewards ambition, creativity, and drive. Key Responsibilities: * Source and manage commercial property listings (retail, office, industrial, or investment) * Represent landlords, tenants, buyers, and sellers throughout the transaction process * Conduct property tours, prepare proposals, and negotiate deal terms * Build and maintain relationships with property owners, developers, and business operators * Stay current with local market trends and analyze data to inform client strategy * Collaborate with our internal marketing and research teams to generate leads and support deals Qualifications: * Experience in commercial real estate, including sourcing and securing properties * Strong negotiation and closing skills * Proficient in market analysis and property valuation * Excellent communication and client relationship management skills * Ability to work independently and as part of a team * Knowledge of New York City and Pennsylvania real estate markets is a plus * Relevant licensure and certifications in real estate What We Offer: * Access to industry-leading backend systems designed to streamline your workflow and maximize deal velocity * A proprietary internal database of thousands of listings, comps, and historical deal data to give you a competitive edge * Full marketing support, including listing design, email campaigns, social media, and branded materials * Comprehensive research tools and real-time market intelligence * Competitive commission splits with performance-based incentives * Direct mentorship from senior agents and leadership * A collaborative, fast-paced office culture focused on production and growth * Exclusive listings and a steady flow of inbound tenant and landlord leads Company DescriptionTri State Commercial Realty is a premier commercial real estate firm dedicated to fulfilling local commercial property needs. With a reputation as industry leaders, our expertise, commitment, and innovative solutions allow us to provide exceptional service. Originating in Brooklyn, we have expanded throughout New York City and Pennsylvania, taking pride in our status as neighborhood experts. Join us as we shape the future of the industry with our creative real estate solutions.Tri State Commercial Realty is a premier commercial real estate firm dedicated to fulfilling local commercial property needs. With a reputation as industry leaders, our expertise, commitment, and innovative solutions allow us to provide exceptional service. Originating in Brooklyn, we have expanded throughout New York City and Pennsylvania, taking pride in our status as neighborhood experts. Join us as we shape the future of the industry with our creative real estate solutions.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About Restore Hyper Wellness: Restore Hyper Wellness (“Restore”) is the award-winning creator of an innovative new category of health—Hyper 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. Pay: $18-20/hr + monthly performance-based bonus potential Status: Part-Time Schedule: 12 shifts per months, weekend availability required Position Summary: With Restore’s continued growth and success, we are excited to hire a Full-TimeHyper Wellness Representative to be a part of our team in our Upper East Side 69th St (Manhattan, NYC) studio. 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. What our Hyper Wellness Representatives love about working for Restore: • Free and discounted services, • Monthly bonus potential, • Comprehensive benefits, • 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 company’s marketing and ongoing sales drivers (pre-sale events, studio events, outreach), • Ensure a safe and clean studio environment for members and guest, • 1+ years of customer service experience in a similar role, • 1+ years of sales experience preferred, • Excellent customer service skills, • Strong teamwork mentality, • Exceptional communication skills, both written and verbal, • Intermediate computer skills Benefits • Medical, dental, vision, disability and life insurance within 30 days, • PTO, • Free and discounted services, • 401k retirement plan with vested employer match, • Career advancement opportunities

Job Description InProduction is the leading provider of temporary seating, staging, structures, and scenic production for the U.S. live events industry. The Company is a valuable partner to event organizers throughout the entire venue transformation process, with core services including design and fabrication, delivery and installation, on-site execution, and tear down. These services span a variety of end verticals including golf, motorsports, music festivals, other sports & entertainment, and corporate events. InProduction maintains a total commitment to excellence for an exceptional outcome at every event. The Company is backed by ZMC. ZMC is a leading private equity firm comprised of experienced investors and executives who invest in, and manage, a diverse group of media and communications enterprises. Founded in 2001, ZMC’s investment philosophy centers on operational value creation driven by targeted investment themes, deep sector expertise, and strong partnerships with industry and operating executives. ZMC approaches its investments in collaboration with management teams and has a successful track record of actively adding value to portfolio companies. Come join us! Check out our web page As a Field Tech at InProduction, here is what you can expect: • Daily Routine of building seating structures at some fascinating professional venues like football and soccer stadiums, baseball fields, tennis courts, golf courses, hockey rinks, and racetracks for example. You can expect to see much of the work we completed while watching a game or event on tv., • Full Time position that is predominantly on the road for 3-4 weeks at a time., • Work Environment is generally outdoors so you will be in the sun and fresh air while building., • Travel Accommodations and hotel lodging will be arranged and provided by InProduction. We stay two crew members to a room., • Benefits are available to you and your eligible family members such as medical insurance, dental insurance, vision insurance. When eligible you will have paid vacation, paid holidays, and great opportunity for weekly overtime., • Growth and Opportunity to grow your construction skills which may provide an opportunity to become a Crew Lead, a Foreman, Project Manager, or wherever else it leads you. Additional Duties and Responsibilities: • Build and breakdown scaffolds, install ladders, walkways and handrails, • Assist in the safe and efficient installation/removal of equipment in accordance with project specific plans and layouts, • Inspecting all scaffold components prior to assembly, • Clean and prepare construction sites, including removing debris and materials, • Load and unload equipment and materials form truck and vehicles, • Study plans and equipment lists prior to on-site installation, • Ensure appropriate safety measures are followed; including wearing and use of safety equipment, • Maintain fall protection requirements while erecting / dismantling scaffolds, • Make sure that tools and equipment are cleaned and maintained properly at the end of each shift, • Ensure full client satisfaction in relation to the quality of service and finished product within planned time schedules, • Background Check and Drug screening required, • Valid driver's license preferred, with good driving record., • Familiar with basic hand tools, drills, saws, hammers, etc., • Cannot be afraid of heights, • Creative problem solver with the ability to handle multiple tasks simultaneously, • Ability to work both independently and within a team setting to achieve company goals, • Able to lift-up to 75Ibs, • Candidate should be able read and understand basic safety instructions, • Must be capable of working overtime, • Preferred but not required: Bi-lingual (English/ Spanish) Hourly Pay rate : $17 and above. Benefits Medical, Dental, and Vision Insurance 401K Match Paid Holidays Paid Vacation Per-Diem

Job DescriptionCompany Description Vichara is a Financial Services focused products and services firm headquartered in NY and building systems for some of the largest i-banks and hedge funds in the world. Job Description Job Summary COMPANY DESCRIPTION Vichara is a Financial Services focussed products and services firm hedquartered in NY and building systems for some of the largest i-banks and hedge funds in the world. ROLE Lead Development of the Order Management System - Broadridge, Charles River Allvue Black Mountain Everest , BMS and its integration for Vichara's investment management clients Responsibilities and Duties JOB DESCRIPTION • Oversee end-to-end implementation of Broadridge's Sentry platform, ensuring timely and efficient delivery., • Work closely with client stakeholders to gather requirements, define project scopes, • Troubleshoot and resolve technical issues during and post-implementation., • Implement interfaces to third party systems like Advent Geneva and others using XSLT, XML, and SQL technologies, • Work with Business users on defining spec, • QA and Testing, • Qualifications, • Required Experience, Skills and Qualifications • 7 plus years of product management experience with investment systems like Geneva, OMS, Markit EDM, • Atleast 3 years of experience on Broadridge Sentry or Allvue Everest, • Strong understanding of Loans, Credit, Debt and other asset classes., • Experience working directly with business users Additional Information Benefits Compensation -140K base plus 401K, guaranteed bonus

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including all logistics, • Database management, • Client interaction and service, • Bachelor’s degree required, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job DescriptionSalary: 85,000-110,000 Landmark Ventures is seeking a Client Operations Manager to join our dynamic business development services team. This pivotal role is perfect for professionals with experience in sales/revenue operations or client/customer success who are passionate about driving success for innovative Enterprise IT/Cybersecurity companies. Our business development services team leverages extensive Fortune 500 CXO relationships to create sales opportunities and drive enterprise deal motion for our client portfolio of Enterprise IT / Cybersecurity startups looking to scale rapidly. The Client Operations team manages day-to-day communications and activities of client engagements including writing researched background to prepare clients for meetings, managing ongoing deal visibility and sales pipeline motion, tracking and analyzing key metrics, and helping optimize strategies to increase deal volume and velocity. As a Manager on the team, you are ultimately responsible for the activities and initiatives that drive our clients success. This role requires a high level of organization, excellent writing and communication skills, strong emotional intelligence, and the ability to multi-task across several projects simultaneously while maintaining strong client relationships with startup CEOs, Sales Leaders, and F500 Executives. Key Responsibilities: • Client Relationship Management & Enterprise Pipeline Management:, • Serve as the main point of contact for clients, managing pipeline, providing regular updates on performance and project status., • Project Management & Execution:, • Track progress of the pipeline and KPIs, set milestones, and ensure that client expectations are consistently exceeded., • Reporting, Analytics, and CRM Updates:, • Work with internal teams to provide regular reporting insights on client progress and performance metrics, and to identify opportunities for improvement., • Client Retention & Growth:, • Work closely with the both external Clients and the internal BD Accounts team to identify upsell and cross-sell opportunities within and across existing client accounts., • Lead regular client reviews to assess progress, gaps, and identify strategies/concrete recommendations to overcome challenges Key Qualifications: • 2-4 years of experience in sales/revenue operations, client/customer success, account management, and/or project management, ideally in a service-oriented or sales-driven business., • Knowledge of Enterprise Sales, the IT/Cybersecurity enterprise landscape, or startups., • Exceptional interpersonal and communication skills. Able to approach complex problems with high emotional intelligence, while building strong relationships with a diverse group of executive client stakeholders., • Excellent organizational and time management skills with the ability to prioritize multiple projects and deadlines efficiently., • Data-driven mindset with the ability to analyze sales metrics and use insights to improve client outcomes., • Ability to thrive in a fast-paced, dynamic environment with shifting priorities and multiple clients., • Proficient in using CRM tools (e.g., Salesforce, HubSpot) and other project management software. Our company is headquartered in New York City and we offer a virtual/remote work arrangement for all employees. While our core hours often align with the East Coast, we are flexible and accommodating to candidates from all time zones. Candidates must be authorized for employment in the United States. The salary range for this position is $85,000 - $110,000 based on candidates qualifications and experience, and we offer competitive benefits. If you're a highly motivated, organized, and client-focused professional with a passion for sales and startups, we would love to hear from you. About Our Benefits: • Competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to Landmark., • We are a remote company headquartered in NYC with a global team and a flexible working environment., • Generous vacation and holidays, including all Federal holidays including the day after Thanksgiving. Additionally, team members get two days each year to volunteer, and receive an additional day of Paid Time Off for each anniversary up to five years., • Comprehensive health insurance: team members pay $1 each month for full medical, dental, vision, and life insurance with a broad network through ADP., • Steller team of co-workers, an engaged virtual culture, and a lot of Awesome Fun Times (AFTs) in-person and virtually (team outings, Wellness Wednesdays with special guests, virtual get-togethers, active Slack groups, and more)., • Meaningful work at an organization that focuses on your growth. Landmark offers professional development sessions, career conversations, external resources, and plenty of stretch opportunities to hone your skills., • Learn from experts who have been in the organization for 10+ years and from always-innovative clients in an entrepreneurial environment. About Landmark Ventures: Landmark Ventures is the ultimate dealmaking platform. A leading business advisory, investment bank, and events firm, Landmark has a 20+ year track record working with hundreds of top public companies, investment funds, and growth-oriented private companies to share deep market insights and extensive personal relationships across the enterprise software, cybersecurity, internet of things (IoT), industrial tech, artificial intelligence, sports, marketing tech, and digital media sectors. Landmark Ventures is committed to hiring a diverse team that provides important perspectives in our work and is an equal opportunity employer that welcomes all qualified applicants regardless of race, ethnicity, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, physical or mental ability, gender identity or expression, or veteran status. remote work

Job Description Crimson Education is a global EdTech company founded in 2013 with the idea that through personalised education and technology, we can transform students into the world leaders of tomorrow. We’re the world’s leading college admissions consultancy, with over 1,330 Ivy League offers and 2,140 to the US Top 15. With a passionate team of 800+ that's rapidly expanding across 30 markets, our unique tech platform connects expert-led guidance and proven data-driven strategies from 3,000 tutors and mentors with students worldwide. We help ambitious students unlock their dream career pathways, and Crimson students are 7x more likely to get into the Ivy League. What sets us apart is our unmatched scale and expertise. We have the largest team of Former Admissions Officers and College Counselors globally. Every student is matched with a carefully-chosen team of admissions experts who laser focus on different parts of their college application — from essays to extracurriculars — ensuring every detail is expertly executed. Valued at over $1B NZD and backed by over $147M NZD in funding from top-tier global investors, including Tiger Global and Ice House Ventures, we are just getting started. We were recently featured on the front page of the Wall Street Journal. Read the article here. Admissions Counselor (or in Crimson-speak, Strategy Consultants) are exemplars of Crimson Education’s philosophy dedicated to making a difference in students’ lives, helping bridge gaps between present and future goals by personalising blueprints that will become the basis of all academic, extracurricular and personal development. You will partner closely with the student and lead the Crimson team (tutors, mentors, consultants) to drive progress through long-term roadmaps and mentoring to build their candidacy through the application processes. You can read even more about the role here. This is a full-time position that can be remote or in one of our many offices around the globe, with a caseload of 40 to 52 students (dependent on the region). Some regions include the United States & Canada, Latin America, Europe and the UK, Japan and Singapore. If you have experience with a certain demographic, be sure to include it in your application! What success looks like: • Provide overarching admissions strategies to students by creating individualized plans and executing on them in collaboration with the rest of the students’ Crimson team (Educational Coordinators, Academic Tutors, Application Consultants, ECL Mentors), • Maintain expert knowledge of high school curricula, extracurricular and leadership choices, summer program applications, and standardized test planning to make recommendations regarding admissions strategies, • Utilize in-depth knowledge of institutions of higher learning to guide students and parents towards attainable school goals, working with them to create lists of best-fit schools of varied competition to maximize acceptance chances, • Conduct formal consulting sessions with students on a bi-monthly basis, chronicling and sharing with relevant stakeholders notes and action items, • Maintain reasonable levels of communication with students and families outside of formal sessions through various channels (e.g. email, etc.), • Facilitate or lead development and presentation of marketing materials for seminars or expositions in local markets, • Collaborate with local Sales teams in Initial Consultations to facilitate potential client investment and understanding in Crimson’s products and services, • Graduated from a Top 30 US University, Ivy League strongly preferred, • At least 3 years of 1:1 undergraduate admissions consulting experience with 40+ students applying to top universities with excellent results, • Deep industry knowledge of admissions consulting and the US university landscape, • Passion for coaching young adults and appreciation of global perspectives, • Superior planning and organisational skills; experience in project management, event coordination, and product management a plus, • Strong written and oral communication skills, • Be a part of the world's leading admissions consulting firm, • Rapidly growing start up, with a flexible working environment where you will be empowered to structure how you work, • Limitless development and exposure - our internal promotions/role changes made up 33% of all recruitment last year, • $1000 NZD individual training budget per year, we love to ‘Level Up’ (it’s one of our core values)!, • Psychologist on staff, • Insightful fireside chats and workshops to help support our high-performing and ambitious team, • Radical Candor is a feedback approach we live by, • We’re a global player with 28 markets (and growing) across the globe. Most roles have the option to work from one of our many offices or remotely! Please keep an eye on your spam / junk email folder for correspondence from Team Tailor.

Job Description Lead Software Engineer NYC Innovation Center – Asset Management J Harlan Group is currently conducting a search for a Lead Software Engineer at a prominent Asset Manager in their NYC Technology Development Center (TDC). This is a “hands-on”, full development lifecycle role coupled with Player/Coach leadership responsibilities. The role provides an opportunity to solve complex business, data and technical challenges. As a key contributor throughout the entire development cycle, you will be required to think outside the box and deliver cutting edge technology solutions. The TDC is developing the firm's next-generation applications for n-tier cloud architectures employing new paradigms such as cloud computing, lightweight microservices, data sciences and distributed and non-relational databases to deliver elastically scalable, globally distributed and highly resilient software services. Technologists at this organization are playing a key role in helping build the future of financial services, working hand-in-hand with business partners to create client experiences that are changing the way people invest. They're looking for experienced Principal Software Developers / Engineers to join their new Technology Development Center in Manhattan. They want technologists with a fresh perspective who are passionate about solving complex business, data and technical challenges. Working with smart, talented people across our business to create groundbreaking, next-generation applications for n-tier cloud architectures. You'll be involved, hands-on, through the entire development cycle. And you'll redefine the way our traders, portfolio managers and analysts serve our clients. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how they help their clients succeed. The ideal candidate would have a background as a “hands on” technical leader requiring both current technical expertise but also will manager approximately 4-5 direct reports. Core Attributes: • Craftsman-like approach to building software; takes pride in engineering excellence and instills these values in others, • Demonstrable passion for technology (e.g. personal projects, open-source involvement) while using their problem-solving capabilities to deliver solutions utilizing a top end engineering approach, • Focused on delivering value to the business with relentless efforts to improve process, • Exceptional technology skills; recognized by your peers as an expert in your domain, • A proponent of strong collaborative software engineering techniques and methods: agile development, continuous integration, code review or pairing, unit testing, refactoring and related approaches, • Strong analytical ability, true problem solvers, • High achiever who combines ambition with humility and is happy to let their performance do the talking Required Technical Experience: • Professional Object-Oriented development experience (Java, Python, C#, Scala, etc.), • Experience with automated delivery pipelines, agile delivery and test-driven development, • In-depth experience with server-side frameworks such as Spring Boot and Tomcat, • In-depth knowledge of software design patterns, • In-depth RDBMS development experience (e.g. SQL Server, PostgreSQL, MySQL), • Solid understanding of cloud native architectures (AWS, etc.) for containerized microservices Required Domain Experience and Soft Skills: • Experience working in a dynamic, fast-paced, Agile team environment, Strong interpersonal skills; able to establish and maintain close working relationships with business professionals, • Confident communicator; able to argue a point concisely and deal positively with conflicting views, • Enthusiasm for learning & results oriented, • A solid understanding of financial markets and instruments is a plus Required Education: • Strong academic record and a BA/BS degree with high mathematical and computing content (e.g. Computer Science or Engineering) An individual who loves solving deep and complex technical and business problems and wants to have an outsized impact with the services/ products they deliver. An individual with a passion for application development, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a publicly owned global asset management firm with approximately 2 trillon dollars of AUM. The firm offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The salary range is $148,000 - $265,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws. Work Flexibility: This role is eligible for remote work up to three days a week. Benefits: The firm invests in their people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions, • Flexible and remote work opportunities, • Health care benefits (medical, dental, vision), • Tuition assistance, • Wellness programs (fitness reimbursement, Employee Assistance Program)

Job Description SOFTWARE DEVELOPER – GENERATIVE AI Global Investment Firm J Harlan Group is currently conducting a search for a GENITATIVE AI SOFTWARE DEVELOPER at a prominent Global Investment Firm in NYC. Technology is integral to virtually everything they do. They're seeking exceptional software developers with expertise in generative AI (GAI) to join their team. As a software developer in GAI, you'll work on innovative projects, leveraging your quantitative and programming skills to advance their GAI initiatives. By making GAI more accessible for both technical and non-technical users across the firm, you'll drive substantial business impact. You'll work with smart, talented people across their business to create groundbreaking, next-generation data intensive machine learning applications. You'll be involved, hands-on, through the entire cycle. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how we help our clients succeed. Principal Responsibilities: Contributing to their efforts in advancing GAI capabilities. Potential areas of focus include: • Developing and maintaining shared GAI infrastructure and applications, ensuring firmwide data integration and enhancing software development across the firm., • Working on foundational building blocks, such as vector databases and LLM gateways, to support AI tools and applications., • Leveraging state-of-the-art cloud models for scalable and high-availability solutions., • Scaling the adoption of GAI tools, expanding AI models, and integrating them with internal knowledge sources to drive innovation., • Collaborating with internal groups and end users to accelerate AI product development and deployment, tailoring solutions to their needs., • Experimenting new AI-driven tools and applications, integrating them into various platforms, and facilitating collaboration to enhance the effectiveness of AI applications., • Strong computer science and technical background with exceptionally, creative “Hands-On” High Impact GAI Development experience., • Successful developers have traditionally been top performers in their academic programs and possess a strong foundation in AI-related projects., • They welcome outstanding candidates at all experience levels who are excited to work in a collegial, collaborative, and fast-paced environment., • Strong desire to contribute and build a business – not just solve novel problems. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a prominent multinational investment management firm. The company manages a variety of investment funds that make extensive use of quantitative methods and proprietary computational technology to support fundamental research in the management of its investments. They have a relentlessly focuses on innovation and integration: innovation in new products, markets and businesses as well as new tools, models and technology management and performance structures; integration of fundamental research, quantitative strategies and technical analysis, all supported by an intensive focus on operational excellence and comprehensive risk management. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The expected annual base salary for this position is $200,000 to $250,000. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR qlI7xWwGAE

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a 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., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • 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., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 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. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. 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 uzvBgPV6z3

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, Sun Valley, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. As a company committed to sustainability, we are honored to be a certified B Corporation and a signatory of Principles of Responsible Investment (PRI). The Role: We are seeking a Wealth Advisor. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be based out of our New York office and will be required to work out of the local New York office. Candidates out of state will not be considered. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • Required to work out of New York. Candidates out of state will not be considered., • 5-10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: * Medical / Dental / Vision / Life / Disability Insurance * High-deductible plan option with health savings account * Employee assistance program * Wellness allowance $75 monthly * Bereavement leave 3 days paid for immediate family member or pet * 401k with 3% match * Commuter benefits * Parental bonding leave up to 100% of salary for 12 weeks * Donation match up to $500 annually * Birthday PTO * Learning and Development stipend up to $1000 annually * Volunteer PTO 1 day per quarter * Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description *Interviews for 2026 Graduate Trader positions in New York will begin in September 2025. About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities' risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. DV Commodities currently has over 35 desks, with traders and staff located in London, New York, Chicago Houston, and Dubai. Overview: • Work side by side with senior traders, • Learn about proprietary methodologies and trading systems that support an established trading business, • Real-time risk management in the form of trade entry and risk layoffs, • Build and maintain trading models, • Enhance existing trades; identify and pursue new opportunities, • Liaise between trading group, internal company departments, and OTC relationships, • Currently pursuing a Bachelor's, Master's, or Ph.D. in Mathematics, Statistics, Economics, Computer Science, Engineering or a related field and on track to graduate by Summer 2026, • Possess a strong work ethic and ability to learn quickly in a fast paced, high-pressure environment, • Detail-oriented, organized and diligent, • Ability to maintain composure and communicate clearly when under pressure, • Ability to succeed working as part of a diversified team, • Strong interest in trading and energy markets in particular, • Strong understanding of math, probability, and statistics, • High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming experience is a plus, • Advanced aptitude for problem solving and multitasking Annual compensation range: $85K - $100K + discretionary bonus eligibility DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job Description Broker Dealer Private Equity and Investment Management Opportunity Attention Wire House brokers and IAR’s: If you are looking for a higher payout and access to private equity products, in addition to your current investment business, we offer three clearing platforms, investment banking products, private equity products, and insurance. The ideal candidate is someone at a larger firm with a lower payout looking for an entrepreneurial environment to offer their customers access to more investment products like Private equity and investment banking opportunities. Series 7, 66, or 63 required. What we are looking for: • FINRA Series 7 and 66 or 63 license required, • Understanding of finance, investment banking, and investment management, • Strong people skills, network, self-starter, ambitious, engaging personality, • Well-organized with the ability to prioritize workload to complete tasks, • Strong communication and interpersonal skills, collaborative by nature, • Attention to detail and problem-solving ability NYC-based, 5-days per week in-office

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here. Responsibilities: • Primary owner of P&L in one or multiple areas of energy business, • Build and maintain fundamental and quantitative trading models, • Work with risk to ensure compliance with agreed upon risk management metrics and sizing, • Liase side by side with senior energy traders to share best practices / learnings where applicable, • Learn proprietary methodologies and trading systems that support an established trading business, • Grow existing trades and P&L while identifying and pursue new opportunities, • Further responsibilities may be driven by the individual's interests and specific skills Requirements: • Energy trading experience required, • Self-starter with entrepreneurial spirit, • Able to learn quickly in a fast paced, high pressure environment, • Targeted ISO experience and knowledge of fundamental grid, • Detail oriented, organized, diligent, • Maintain composure and communicate clearly when under pressure, • Ability to succeed working as part of a diversified team, • Strong understanding of math, probability, and statistics, • High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus, • Advanced aptitude for problem solving and multitasking, • Proven track record with historical P&L preferred Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $120 – $175K + discretionary bonus eligibility DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters mostguiding clients toward financial successwithout being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. Theyll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, theyll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description Title: Associate, Private Equity Position: Private Equity Associate Location: New York, NY Salary Range: $115,000 - $135,000 salary + discretionary bonus, Commensurate with experience Target Start Date: August 2025 This is an in-person role in our office in midtown Manhattan. Closed Loop Capital Management Closed Loop Capital Management is the investment division of Closed Loop Partners, managing venture capital, catalytic private credit and private equity strategies on behalf of global corporations, financial institutions and family offices. Founded in 2014, Closed Loop Partners is at the forefront of investing in the circular economy. To date, Closed Loop Capital Management has over $500 million of assets under management and has made over 90 investments ranging from emerging innovations to established businesses. Focused on developed markets, the firm is designed to identify and accelerate circular solutions at different points within their growth and transitioning the economic system toward the efficiencies of circularity. Closed Loop Ventures invests in early-stage, innovative companies developing breakthrough solutions. Closed Loop Infrastructure Group, the firm's catalytic private credit strategy, identifies and invests in the facilities, equipment, business models and innovations necessary to accelerate the transition to circularity and help those solutions move faster than they otherwise would. Closed Loop Private Equity is the firm's private equity strategy making control investments in cash flowing businesses and enabling technologies to build platforms that are critical to the transition to a circular economy at scale. Closed Loop Partners is dedicated to building the circular economy. The Closed Loop Partners platform is comprised of (1) an innovation and advisory business, The Center for the Circular Economy, (2) an asset management platform called Closed Loop Capital Management, and (3) an operating group called Closed Loop Builders, which owns and operates Circular Services, the largest privately held recycling company in North America focused on holistic materials management for municipalities and commercial businesses. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Closed Loop Private Equity Closed Loop Private Equity is a middle market, buy-and-build oriented private equity strategy making control and structured investments in cash flowing businesses and enabling technologies to scale larger platform businesses that are fundamental to the transition to a circular economy. Focus areas within the circular economy include plastics & packaging, built environment, circular technology, energy efficiency, healthcare, food & ag, textiles and infrastructure services. Our private equity team brings thoughtful and active capital solutions to businesses as well as operating experience, circularity expertise, and the strategic network of our Closed Loop Partners ecosystem. Role Closed Loop Private Equity is looking for an Associate to support the investment team in all aspects of the deal process from origination and due diligence through deal support and post-investment portfolio management, as well as research new investment opportunities and work on strategic projects. This is a unique opportunity for long-term career advancement with an entrepreneurial and growth stage private equity strategy investing for platform growth. This is an in-person role in our office in midtown Manhattan. Responsibilities • Analysis of investment opportunities including financial modeling, valuation, and return analysis, • Market landscaping, thesis development and industry research, • Pipeline management of new and prospective investment opportunities, • Impact measurement analysis and reporting, • Support preparation of term sheets and letters of intent, • Monitoring select portfolio companies, quarterly portfolio valuation analysis, financial and operational reporting, • Due diligence on companies, management teams, customers, competitors, and industries, • Preparation of materials for Investment Committee, Executive team, investors, and others Qualifications • Minimum of one to two years of post-college experience within an investment banking, private equity, investment management, consulting or related industries, • Undergraduate degree with demonstrated academic excellence, • Demonstrated interest in sustainability and the circular economy, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A dynamic, enthusiastic individual who can take both initiative and direction, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work in small deal teams with significant opportunities to succeed and be challenged Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job Description We are currently seeking a Architect- PART TIME to join our team! Responsibilities: • Conduct cost analysis on vacant land for purchase, • Determine financial status and analyze, • Experience in Real Estate , accounting, finance, or other related fields, • Development experience, • Strong attention to detail, • Strong analysis and critical thinking skillsCompany DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Job DescriptionSalary: Investment Professional FIG The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit, private equity, structured credit, real estate, and other investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, science, engineering, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... • State-of-the-art technology platforms and tools, • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firmsLet’s partner together in support of the values we share with each other:, • Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you, • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise, • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations, • Being heard: because your voice matters, because you matter, • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice CM0f7TVmaj