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Vice President, Associate General Counsel Summary The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Legal

The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Bachelor’s degree required * 12+ years of relevant work experience in the financial industry * Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Strong understanding of blockchain technology. * Executive level presentation skills required * Project management and/or consultative experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. * Promote a culture of experimentation to ensure continuously learning Note: Fidelity is not providing immigration sponsorship for this position Asset Management Risk, part of Fidelity’s Risk Organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Risk

The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Bachelor’s degree required * 5+ years of relevant work experience in the financial industry, crypto experience preferred * Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Executive level presentation skills required * Project management experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Foundational understanding of blockchain technology * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Risk

Job Description A well-established private equity firm is seeking a proactive Executive Assistant / Office Manager to provide high-level administrative and operational support to the senior leadership team while overseeing the day-to-day management of the firm's New York office. This role combines executive-level support with ownership of office operations, making it ideal for a resourceful professional who thrives in a fast-paced, high-performance environment. The ideal candidate has 5+ years of experience supporting senior executives within private equity, investment management, or financial services, and is adept at balancing executive support, team coordination, and operational oversight with discretion and professionalism. Key Responsibilities Executive Support * Provide dedicated administrative support to senior partners and executives, including complex calendar management, travel coordination, and meeting logistics * Prepare and edit correspondence, presentations, and meeting materials with a high level of accuracy and polish * Manage priorities, track follow-ups, and ensure timely execution on key deliverables * Coordinate investor and portfolio company meetings, conferences, and events, both domestic and international * Handle confidential information with sound judgment and discretion Office Management * Oversee daily office operations, including facilities, vendors, and supplies to ensure a professional and efficient work environment * Serve as primary point of contact for the firm's external vendors and building management * Support onboarding and offboarding processes for employees and contractors * Manage expense reports, invoice processing, and budget tracking related to office operations * Coordinate internal events, team meetings, and firmwide communications * Identify and implement process improvements to enhance efficiency and organization across the office Qualifications * Minimum 5 years of experience in an Executive Assistant or Office Management role within private equity, investment management, or financial services * Exceptional organizational and multitasking skills; able to anticipate needs and manage shifting priorities * Strong written and verbal communication abilities, with a professional and polished presence * High level of integrity, discretion, and confidentiality in handling sensitive matters * Proficient in Microsoft Office Suite; experience with expense and travel management systems preferred * Hands-on, proactive, and resourceful with a “no task too small” mentality * Ability to work both independently and collaboratively in a small, fast-paced office environment Compensation & Benefits * Base salary: $120,000 – $160,000 (commensurate with experience) * Annual discretionary bonus * Comprehensive medical, dental, and vision insurance * 401(k) with employer contribution * Generous paid time off and firm holidays * Opportunity to take ownership of office operations and contribute to a high-caliber, collaborative team

Job DescriptionSalary: Investment Professional Specialty Finance 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 150+ 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 and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, 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 Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

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. DV Commodities currently has over 35 desks, with traders and staff located in London, New York, Chicago Houston, and Dubai. Learn more here. Overview • Work side by side with senior traders to learn about proprietary methodologies and trading systems that support an established trading business, • Actively engage in counterparty-facing activities, including structuring and presenting trade ideas, preparing market commentary, and responding to counterparty requests in real time, • Manage trade execution, with a strong focus on counterparty exposure, credit considerations, and operational efficiency, • Build and maintain pricing models, fundamental analyses, and trade tools that support both internal decision-making and counterparty engagement, • Enhance existing strategies and identify new opportunities to expand counterparty flows, trading volumes, and profitability, • Serve as a key liaison between trading desks, risk management, operations, and OTC counterparties to ensure seamless deal execution and lifecycle management, • 2+ years of industry experience, • Strong communication and relationship-building skills with the ability to engage confidently with counterparties and colleagues under high-pressure conditions, • Ability to articulate trade structures, risk exposures, and market views clearly, both verbally and in writing, • Professional presence, strong interpersonal skills, and a business-first mindset focused on delivering solutions and building credibility, • Detail-oriented, organized, and diligent with a high level of professionalism in counterparty interactions, • Demonstrated ability to manage multiple priorities — balancing counterparty demands, trade execution, credit/risk considerations, and internal coordination, • Entrepreneurial and proactive in identifying and pursuing opportunities to grow counterparty flows and wallet share, • Team-oriented, able to collaborate effectively across trading, risk, operations, and research groups, • Strong interest in trading, commodity markets, and developing long-term counterparty relationships, • Strong understanding of math, probability, and statistics to support trade structuring, pricing, and risk analysis, • High level of proficiency in Excel; VBA, SQL, Python, or other programming/statistical tools a plus 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 We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people 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 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 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 most—guiding clients toward financial success—without 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. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll 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 DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

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 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. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, 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. The Role: We are seeking a Wealth Advisor, Managing Director. 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 part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. 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: • 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, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • 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 Description BCforward is currently seeking a highly motivated AIS Investor Relations Executive Director for an opportunity in Jersey City, NJ! Title: AIS Investor Relations Executive Specialist/Director Location: Jersey City, NJ 07310 Onsite Client: JPMorgan Chase Contract: 9-month (s) contract with possible extension or conversion to FTE Pay Rate: $70 to $93/hr. on W2 As Executive Director – Investor Relations – Transfer Agency (IR), you will provide strategic leadership and oversight for the IR function within Alternative Investment Services (AIS). You will be responsible for setting the vision, driving the execution of key initiatives, and ensuring the delivery of best-in-class IR services to our clients and their investors. You will lead a high-performing team, champion change management, and partner with senior stakeholders across the organization to optimize processes, mitigate risk, and deliver on business objectives. Key Responsibilities • Provide strategic direction and leadership for the IR team, ensuring alignment with AIS and CIB business objectives., • Serve as the senior escalation point for complex client and investor matters, demonstrating deep expertise and sound judgment in resolving issues., • Build and maintain strong relationships with senior client stakeholders, investors, and internal partners across AIS and the broader organization., • Oversee and enhance the end-to-end investor relations operating model, driving innovation, process optimization, and risk mitigation., • Lead large-scale change initiatives, including systems implementations, data migrations, and re-engineering projects, ensuring successful delivery and adoption., • Champion a culture of client service excellence, continuous improvement, and operational rigor., • Oversee the execution of regulatory and compliance requirements, ensuring robust controls and adherence to global standards., • Drive the adoption and evolution of the “follow-the-sun” service model, ensuring seamless global service delivery. Computer skills and knowledge of hardware & software required • Extensive working knowledge of Microsoft Office products, including Word, Excel, Access, Visio and Outlook (or similar email program), • Proficiency in SQL would be advantageous, • Proficiency in project management softwar,e such as MS Projec,t would be advantageous, • Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systemsCompany DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

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 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 Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job DescriptionCompany Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Surveys are widely used to gather quantitative and qualitative data using relevant questions from a sample of respondents. Third Bridge provides online B2B surveys by giving our clients access to high-quality responses from hard-to-find experts via our pre-screened, proprietary network. Our panel of experts covers all geographies, industries and functions. We have a dedicated Surveys team across the US and Europe that works around the clock to help clients with survey design, coding, fielding and results seamlessly and quickly. The Survey Associate position is a key enabler in the development of our Surveys team as well as in the design of tools and processes to create the Surveys end product. The end goal is to provide a top quality Survey product that will drive market share gains across our clients by meeting their needs for quantitative insights. Third Bridge is seeking an ambitious and enthusiastic Survey Associate to join the Surveys Team in New York. The Surveys Associate will be responsible for the creation and execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses. Reporting to the Regional Manager, Surveys, you will interact daily with our clients and our specialist community. As specialists are a shared resource, you will also frequently interact with key stakeholders within the Consulting and Private Equity verticals globally. Finally, as we are working in an agile way, you will be closely involved across business, product, data and development initiatives and work closely with our internal product, tech and data consolidation teams. Responsibilities: * The Survey Associate will be responsible for the execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses * Provide feedback on clients’ Survey design, targeting specialised topics and populations * Build out panels of experts according to client requirements * Navigate survey requests with complex requirements and client-specific preferences * Coordinate, problem-solve and build strong working relationships with panellists, clients, survey partners, and colleagues Qualifications * Experience collaborating with team-members in a high-throughput, deadline-driven, process-oriented, client-servicing environment * Superior writing, logic and interaction skills; including oral and written communication as well as organisational skills * Strong commercial acumen and familiarity or interest in understanding of different industries (including but not limited to Healthcare, Technology, Life Sciences, Consumer Goods, Financial Services), as well as how Consulting and Private Equity clients work, their organisational structure, asset class in which they operate, and how Surveys support their workflow * Proven ability to work in a rigorous, fast-moving environment * Meticulous attention to detail and a strong analytic outlook (including experience with data sets in Excel or Gsheets format) * Ability to handle multiple tasks and prioritise, identify and solve problems * A plus, but not required: Experience with market research and survey design, primarily via exposure to survey design and the use of online survey platforms (gained in education or in a professional environment) Requirements * Bachelor’s degree * 0-2 years of experience in the financial services industry, with a strong understanding of Consulting and Private Equity, various industries and data analysis * The successful candidate must, by the start of the employment, have permission to work in the country they are applying. Additional Information What our people love about being an Associate at Third Bridge: • Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management, • Partnering first-hand with the leading investors in the world and being privy to their thought process with all the learning this leads to, • Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds, • Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers, • Building their career in business on a foundation of problem-solving, communication and commercial skills, • Building strong relationships both internally and externally create significant opportunities for professional development, • Living by “great minds think differently” in a diverse and inclusive team Thrive at Third Bridge! Why join us? * Develop foundational commercial and client management skills: you'll hone a wide range of transferrable skills, including problem-solving, communication, and negotiation. * Fast-track your growth: there is clear career advancement for strong performers into leadership roles within 2 years. * Gain an introduction to a wide range of industries: connect daily over the phone with top experts in their fields. * Earn competitive pay of $84,000+ in your first year, with a $70,000 base salary and uncapped bonus potential after just one month. * Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more. * Appreciate good work-life balance with 15+ vacation days, flex days and work from anywhere for one month per year. * Be part of our engaging culture with social events, professional development, and a dynamic, supportive team.

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 EEOKckjbYy

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 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 DescriptionAbout Kingfish GroupKingfish is a different kind of private equity firm. We have pioneered a new approach to private equity investing that places us at the intersection of people, ideas and capital. At the core of our efforts are deep, systematic relationships with proven operating executives. Our firm comprises two core business segments; our private equity investment business and an advisory business that supports a limited set of high-performing PE sponsors as they identify, invest in and grow businesses. Our philosophy is to find the best people and give them the freedom to learn, innovate and outperform. In that spirit, we are structured to ensure that each individual contributes substantially to firm strategy and goals, and there is extensive feedback on performance. We pride ourselves on assembling high-performing teams to pursue inspiring goals. Position SummaryOur Associates work closely with our private equity firm partners, operating as an extension of their deal teams to evaluate investment opportunities and advance portfolio company initiatives. Specifically, Associates are responsible for (a) Building relationships with industry executives and aligning them to support the team throughout the investment process (b) Synthesizing information and translating it into key insights that support investment decision making, (c) Managing projects to deliver high impact insights and relationships that provide an advantage to the team (d) Leading company-wide initiatives that improve how we do our work and make us a stronger team. Responsibilities● Build relationships with industry executives and align them to support the team throughout the investment process ○ Guide our research team as they identify industry executives and other primary information relevant for a particular investment opportunity ○ Lead calls with industry executives, serving as the primary point of contact and ambassador for the firm● Synthesize information and translate into key insights that support investment decision making ○ Analyze industries, markets and competitive landscapes to better understand investment opportunities ○ Perform primary diligence as needed alongside executive advisors throughout the deal process ○ Identify key insights from information and recommendations gathered from conversations with industry executives and research● Manage projects to deliver high impact insights and relationships, providing an advantage to the team ○ Manage project plans and deal timelines, working closely with senior leaders at our private equity partners to ensure our work is focused on the highest priorities and maximum impact ○ Create and deliver high quality presentations and memoranda for our Partners as well as Kingfish leadership (e.g. primary diligence deliverables, executive spec documentation, and Kingfish Investment Committee discussions)● Lead company-wide initiatives that improve how we do our work and make us a stronger team. Qualifications● Bachelor’s degree with 1-2 years of experience within consulting, financial services or business development ● Relationship Building: High EQ with advanced written/ verbal communication skills, executive presence and an ability to build relationships with stakeholders at all levels● Intellectual Curiosity & Creativity: thoughtful in asking questions and pursuing answers, excited to learn● Structured Thinking &Analytical: breaks down complex problems and solves them in creative ways● Communication & Information Synthesis: effectively identifies key insights and presents insights● Project Management: ability to manage multiple concurrent projects with tight timelines● Proactive & Collaborative: team player that takes initiative to improve the team and the firmPosted compensation is a total compensation range based on years of experience and skill set for the role. Benefits package includes medical, dental and vision insuranceEqual Opportunity Employment PolicyKingfish Group is an equal opportunity employer and makes employment decisions on the basis of merit. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, gender identity or gender expression, national origin, religion, marital status, medical condition, disability, genetic characteristics, military service, military or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management team is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The Company’s commitment to equal opportunity employment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including partners and coworkers, as well as outside third parties including clients and vendors. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout 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 Title: Private Equity Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role (and Why It’s Different) This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. Instead of endlessly applying into the void, Career Launch AI helps you: * Find roles like this before they hit public job boards * Get directly in front of hiring managers and recruiters * Use AI to apply to 1,000+ relevant roles for you * Get 1:1 support, interview prep, and warm introductions * Stay supported until you land your next role To access roles like this and work with us directly, go to: 👉 and apply on the site. About the Opportunity A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate. This role is ideal for someone who wants to work directly on live deals, portfolio companies, and investment decisions early in their career. You’ll work in a lean deal team environment where your work actually matters: modeling, due diligence, and investment committee materials – not just slide formatting. Day-to-Day Responsibilities As a Private Equity Associate, your responsibilities may include: Deal Evaluation & Financial Modeling * Build detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity analysis). * Analyze returns, capital structures, and downside scenarios for potential acquisitions. * Conduct valuation analyses using comparable companies, precedent transactions, and other relevant methods. Due Diligence & Market Research * Support the due diligence process across financial, commercial, operational, and legal workstreams. * Analyze target company financials, KPIs, customer cohorts, and unit economics. * Conduct industry and competitive research to understand market dynamics, trends, and risks. Investment Committee Support * Draft and refine investment memos and presentations for the Investment Committee. * Summarize key findings from diligence and articulate the investment thesis clearly. * Present data-backed opinions on risks, opportunities, and value-creation levers. Portfolio Company Support * Support portfolio management teams with dashboards, KPIs, and performance tracking. * Help identify operational improvements, growth initiatives, and strategic priorities. * Assist in bolt-on acquisition analysis, refinancing considerations, and exit scenarios. What Makes This Work Exciting * Direct exposure to founders, CEOs, and management teams. * Real impact: the work you do influences whether millions of dollars are invested. * Rapid learning curve in M&A, operations, and strategic finance. Ideal Candidate Profile This is a representative profile firms in our network look for: Education & Technical Skills * Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very strong Excel skills; able to build & audit complex models. * Solid foundation in corporate finance, accounting, and valuation. Experience (Formal or Informal) * Prior internships or full-time experience in investment banking, PE/VC, consulting, or corporate finance is a plus (but not always required if you’re exceptional). * Demonstrated interest in investing, deals, and business analysis (clubs, projects, side hustles, or self-directed learning count). Soft Skills & Mindset * High ownership mentality — you don’t wait to be told what to do; you hunt for answers. * Strong written and verbal communication — you can tell the story behind the numbers. * Comfortable with long hours when deals are live and stakes are high. * Curious, humble, and coachable — willing to learn fast and iterate. How Career Launch AI Helps You Land Roles Like This Most people never even see roles like this, let alone interview for them. Career Launch AI changes that. When you join Career Launch AI at you get: AI-Powered Job Search Automation * Our AI applies to 1,000+ relevant roles per month on your behalf with tailored resumes & messaging. * We target investment banking, private equity, venture capital, hedge funds, corporate development, and top-tier finance roles that match your background. Human-Led Recruiter & Hiring Manager Outreach * We don’t just apply — our team directly engages recruiters and decision-makers at relevant firms to get you warm conversations. * You get outreach campaigns run under your brand on LinkedIn and email. Done-For-You Execution * You don’t have to learn a dozen tools or manage a massive spreadsheet of applications. * You complete an onboarding form; we handle the systems, campaigns, and tracking. Interview & Case Preparation * We support you with PE-style case prep, financial modeling review, and behavioral questions. * You get feedback and guidance so you walk into interviews prepared, not guessing. Support Until You’re Hired * We don’t disappear after a few weeks — we stay in your corner until you land. If you see yourself in a role like this, don’t just wait for a posting. Build an engine that gets you in front of opportunities like this, every week. 👉 Apply now at

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • CFP A REAL PLUS, • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting., • Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team., • This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products)., • This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment., • What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

We are a New York-based hospitality and investment firm seeking to hire a dual-role Accounting and Office Administrator to join our team!.

Job Description About Fay Fay is a 3-sided AI platform redefining preventative care with a b2b2c business in a box. We're one of the fastest growing companies in tech and the fastest growing company in wellness history. We combine clinical expertise with smart systems. The result? More affordable, effective care for the people who need it most. Behind the platform is a Marvel team of builders deeply connected to the problem we're solving. We pride ourselves on attracting superstar talent — the kind that's driven the best growth-to-burn metrics since early Airbnb, Stripe, and WhatsApp. Those aren't our words, though. That's straight from our investors at General Catalyst, Forerunner, 1984, and Goldman Sachs. If you're excited to build at the intersection of AI, healthcare, and real-world impact — we'd love to meet you. About this Role We are looking for a strategic General Counsel to manage all legal matters for Fay. You will work closely with our founders, the CEO and CTO, on corporate organization, early-stage employment, venture financings, partnership design, commercial agreements, compliance, and more. This is an ideal role for someone looking to tackle a broad range of startup challenges while strategically positioning Fay for hyper growth. What You'll Be Doing • Develop and lead legal strategy to promote and protect the company, • Advise on formation and organizational matters, corporate governance, early-stage labor & employment matters, product development, venture financings, regulatory considerations and commercial partnerships, • Advise on structuring, negotiation and execution of venture financing transactions and other investment transactions, • J.D. from accredited law school, • Practicing for a minimum of 7+ years, ideally with a mix of law firm (corporate) and in-house startup experience, • Experience forming and counseling early-stage companies and advising on general startup-related questions and activities, • Experience advising on venture financing transactions, cap tables, corporate governance and early-stage executive compensation, • Strong commercial contract drafting, negotiating, and issue-spotting skills, • Experience with healthtech regulatory matters a plus Fay is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description A leading global investment firm is seeking a highly organized, hospitality-oriented Corporate Client Support Specialist to join its Executive Services team. This role plays a critical part in supporting the firm's high-profile visitors by delivering exceptional hospitality, precise logistics coordination, and culturally informed service. The ideal candidate thrives in a fast-paced, high-performance environment and brings a polished, anticipatory approach to executive support and VIP management. This is an opportunity to work at the intersection of operations, hospitality, and investor diplomacy—helping ensure that every engagement reflects the firm's professionalism and global standards. Key Responsibilities * Coordinate end-to-end logistics for VIP visitors, including aviation, transportation, hotel accommodations, security, and scheduling. * Serve as an informed, polished point of contact for delegates associated with Protocol teams, and other senior stakeholders. * Welcome VIP visitors upon arrival, ensuring a seamless experience and providing attentive support throughout their stay. * Demonstrate cultural sensitivity and global awareness, tailoring support and communication styles to diverse audiences. * Provide curated guidance on local customs, amenities, and experiences to enhance the visitor journey. * Support the coordination of internal meetings, investor engagements, and office-based events. * Manage reporting related to visitor activity, vehicle usage, and operational workflows. * Maintain an updated directory of key visitor information to facilitate future engagements. * Oversee ordering and inventory of supplies for vehicles and office needs. * Collaborate closely with office staff and cross-functional teams to deliver consistent, high-touch service. * Prepare expense reports and track costs associated with vehicles, events, and operational needs. * Handle sensitive information with discretion and sound judgment. * Anticipate needs, flag gaps in logistics or planning, and proactively recommend improvements. About You * Ideally, a Bachelor's degree in Hospitality, Business Administration, or a related field. * 2+ years of experience in guest-facing roles, luxury hospitality, client services, or executive support. * Strong organizational and project management skills with meticulous attention to detail. * High emotional intelligence and the ability to interact with senior stakeholders with tact, professionalism, and cultural fluency. * Proactive, solutions-oriented mindset—comfortable taking initiative and adapting to shifting priorities. * Excellent written and verbal communication skills. * Strong proficiency in Microsoft Office; familiarity with modern productivity tools is a plus. * Ability to exercise sound judgment while knowing when to escalate or ask for guidance. * Able to maintain discretion and confidentiality at all times. * Flexible and willing to work occasional evenings or weekends based on visitor schedules. Compensation & Benefits * $90,000 - $110,000 total compensation commensurate with experience * Comprehensive health, dental, and vision coverage * 401(k) program with company contributions (eligibility applies) * Paid time off, holidays, and additional wellness benefits * Opportunities for professional development and cross-functional exposure

Job Description Director, Family Office Services New York, NY ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for a Director, Family Offices Services to join the New York office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: • Provide strategic oversight for extended services for select portfolio of clients., • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting., • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents., • Manage and administer philanthropic giving for client., • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures., • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients., • Monitor and audit internal processes to ensure efficiency and compliance with required regulations., • Serve as main point of contact for auditing agencies., • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings., • Manage and lead ad hoc projects as needed by clients. Requirements: • Bachelor’s Degree in Accounting or Finance., • 10 years’ experience providing UHNW client support with a financial institution, law firm, or family office., • CTFA or CPA preferred. JD welcomed, but not required., • Experience with Partnerships and LLC’s. Exposure to Trusts/Estates and Tax prep required., • Experience in multiple property management and employee oversight a plus., • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role. Rewards: • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments., • Tremendous long-term career opportunity with continued growth and professional development.

Draft, review, and prepare legal documents, including purchase contracts, deeds, and closing statements. We've placed several legal professionals with this firm over the last 3 years and enjoy a high-retention rate due to the firm's culture and investment in employees. Established firm with stellar

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking a senior investment professional to join the Originations team as Director or Managing Director (“Director/MD”). The role is designed for a high-caliber commercial real estate finance practitioner with deep construction-lending expertise, strong institutional relationships, and a proven ability to structure and close complex capital-stack solutions. The Director/MD will take ownership of sourcing, underwriting, and executing C-PACE transactions across ground-up developments, major redevelopments, adaptive-reuse projects, energy-efficiency retrofits, and recapitalizations. This is a full-cycle mandate covering origination, capital-stack structuring, senior-lender consent coordination, and seamless execution alongside underwriting, legal, servicing, and capital markets teams. Candidates should bring a sophisticated command of construction budgets, fund-control mechanics, draw sequencing, contractor diligence, and cost-to-complete analysis, given the role's construction-heavy nature. The position requires a seasoned producer with an established network of developers, property owners, senior construction lenders, real estate capital advisors, and municipal partners. The Director/MD will represent Clearwater in the market, drive new business generation, expand coverage across high-growth regions, and help strengthen Clearwater’s position as a leading institutional C-PACE platform. Strong credit judgment, advanced financial modeling, and the ability to navigate intercreditor and execution dynamics are essential. This is an entrepreneurial, high-autonomy seat within a fast-scaling structured-credit platform where performance and execution drive long-term success. KEY RESPONSIBILITIES Origination • Lead the origination and structuring of C-PACE and complementary construction-focused commercial credit products from initial inquiry through closing., • Develop and maintain a robust self-generated pipeline across development-heavy asset classes, including but not limited to hospitality, multifamily, industrial, retail, self-storage, and adaptive reuse projects., • Position C-PACE within complex capital stacks that include Senior Loans, Mezzanine Debt, Preferred Equity, EB-5, Tax Credits, Grants, and other structured products., • Serve as a market-facing representative of Clearwater with Sponsors, Capital Advisors, and Lenders. Construction Lending Expertise • Underwrite construction-stage risk with fluency across GMP and cost-plus contracts, budgets, schedules of values, change orders, contingency structures, long-lead items, and cost-to-complete analysis., • Evaluate general contractor qualifications, subcontractor strength, bonding capacity, and historical delivery performance., • Interpret and validate development proformas, sources and uses, delivery timelines, and construction cash flows., • Partner with senior construction lenders to align fund-control mechanics, inspection cadence, draw timing, and lien-release processes., • Lead senior-lender consent negotiations, including intercreditor mechanics, payment-instructions protocol, cure periods, and standstill rights as they relate to construction workflows., • Identify and de-risk execution bottlenecks, including permitting, contractor turnover, material escalation, redesigns, and financing timing. Deal Structuring • Architect C-PACE solutions that integrate cleanly with active or planned construction, ensuring compliance with state program rules and internal credit standards., • Work closely with underwriting, legal, servicing, and capital markets teams to structure transactions, validate assumptions, model sensitivities, and mitigate risk., • Manage full execution from diligence through documentation, credit-committee preparation, lender-consent coordination, and closing., • Maintain accurate and timely pipeline, correspondence, and reporting within Clearwater’s CRM platform. Relationship Management • Expand Clearwater’s reach in targeted markets by building and maintaining relationships with developers, senior construction lenders, mortgage bankers, brokers, and capital intermediaries., • Educate market participants on C-PACE financing mechanics, including construction-stage integration, retroactive PACE, A-Note / B-Note PACE, and recapitalization strategies., • Monitor energy-code changes, jurisdictional nuances, regulatory developments, and competitive dynamics to refine market approach and inform product strategy., • Strengthen Clearwater’s brand through active participation in industry conferences, market events, and thought-leadership platforms. QUALIFICATIONS & EXPERIENCE • Minimum 10 years of experience in CRE construction lending, development finance, structured finance, or project finance with a strong and documented production track record., • Demonstrated expertise in underwriting ground-up development, heavy value-add projects, adaptive reuse, and large-scale retrofits., • Deep technical knowledge of construction budgets, fund control, draw sequencing, lien-law considerations, inspection processes, and contractor due diligence., • Proven ability to originate, structure, negotiate, and close complex transactions involving senior lender consents and multi-party capital stacks., • Advanced proficiency in financial modeling, credit analysis, and scenario-driven underwriting., • Established network of developers, senior lenders, brokers, ESCOs, and capital advisors in core markets., • Strong communication skills and executive presence suitable for institutional sponsors and capital partners., • High level of organization and the ability to manage multiple live transactions in a fast-paced environment., • Bachelor’s degree required. MBA or MSRE with a real estate focus preferred., • Knowledge of energy-efficiency finance, renewable energy, and sustainability policy preferred. COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and a performance-based bonus. Compensation is commensurate with experience and aligned with market benchmarks for senior real estate investment professionals. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

Director of Leasing A leading Manhattan-based investment brokerage and advisory firm, specializing in the sale and finance of multifamily and mixed-use properties and development sites across New York City is looking for a Director of Leasing to oversee their leasing division. The company’s founding partners have completed transactions in excess of $5 Billion and are among the most respected and well-connected brokers in NYC establishing themselves as a trusted asset in all aspects of Commercial Real Estate. The Director of Leasing will be a valued asset within the organization, responsible for complete oversight of the leasing division including strategy, marketing, and hiring, training, and mentorship of leasing associates and support staff. If you bring an entrepreneurial spirit and a strong interest in developing a high-performing leasing team - let’s talk! Responsibilities • Oversee all aspects of leasing, including team leadership, marketing, tenant relations, negotiations, and financial management., • Develop and implement strategies to maximize property occupancy and revenue by managing the entire leasing lifecycle for commercial and mixed-use properties., • Develop, manage, and coach, leasing and support staff, setting performance goals and fostering a culture of teamwork and positivity., • Build and maintain strong relationships with current and prospective tenants, brokers, and stakeholders., • Lead negotiations for new leases, renewals, and amendments, ensuring they align with company strategy., • Conduct research on market trends, competition, and demand drivers to inform leasing decisions and lease rates., • Oversee leasing budgets, analyze financial performance, and monitor key performance indicators (KPI) to ensure profitability., • Collaborate with executives, teammates, and legal counsel to ensure a seamless leasing process., • Ensure all leasing activities comply with company policy and local and federal guidelines. Requirements • Bachelor’s degree in Real Estate, Business Administration, or a related field., • Minimum of 5+ years of commercial leasing experience., • Must Possess a successful track-record of overseeing marketing, outreach, and overall management of leasing vacant commercial spaces., • Experience managing and mentoring a high-performance leasing team., • Excellent negotiation and conflict resolution skills., • Proficient with property management software and CRM systems., • Proficient with Microsoft Office Suite., • Effective written and verbal communication skills., • Strong organizational skills with the ability to prioritize and manage multiple tasks., • Lucrative compensation package including equity ownership + bonus/commission structure., • Fantastic opportunity for career growth and advancement within a healthy positive work environment! My name is Thomas Ciresi and I fill positions for Real Estate, Engineering, Architecture firms throughout the United States. If you meet the above qualifications and would like to apply for this position, you may email your up-to-date professional CV/resume to Tom Ciresi at Perfect placements. Speedy staffing. Tenacious testing. Who’s Adecco, we hear you ask? Only the top provider of first-class HR solutions. Our consultants work with some of the best and most exciting companies all over the world. We equip our clients with priceless industry insight and put everything we’ve got into training and mentoring our candidates. We’re her to match talented people with the job opportunities and employers they’re looking for. On any given day we connect over 700,000 people with fulfilling opportunities that make the most of their skills now and enable them to develop new expertise for the future. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The company will consider qualified applicants with arrest and conviction records

Company Overview Ariel is one of New York City’s fastest growing commercial real estate advisory firms. The company provides marketing and consultative services to institutions and private clients throughout the NY metropolitan area and maintains sharp focus on multifamily properties and development sites. Ariel believes that outstanding performance originates from long-lasting relationships with key industry contacts and an exceptional understanding of real-time market data. The company is structured to meet this ideal and produce outstanding results through three complementary groups that address these elements—Investment Sales, Capital Services and Investment Research. Position Summary: The primary function of the Associate is to assist with the marketing of exclusive commercial property listings. Candidates will be responsible for maintaining relationships with investment property owners, delivering exceptional customer service and developing an expertise of the New York City real estate market. The person chosen for this role must be extremely detail oriented with an analytical mindset, possess the ability to succeed within a sales environment, and have the capacity to stay calm under fire while maintaining a positive, can-do attitude. Why Ariel? Ariel Property Advisors is dedicated to empowering our professionals to be the most informed, efficient and effective sales professionals in the industry. Our proprietary, cutting-edge database and IT systems let us track, store and filter every property, owner, transaction, data point and contact (foreign and domestic) related to New York City real estate. All of this information is shared among all of our professionals, allowing them to effectively execute on assignments across each division of the firm. Responsibilities and Engagement: Job responsibilities include, but are not limited to: • Assist with commercial real estate transactions on behalf of private clients and institutions, • Build and maintain relationships with investment property owners, • Develop a comprehensive understanding of real estate fundamentals, value drivers, trends and comparable sales, • Use company proprietary Salesforce database to build and maintain a sales pipeline, • Procure leads through networking, phone calls and canvassing, • Work with a powerful, comprehensive research and sales support team, • Work in a team environment with senior brokers and partners to grow market expertise and procure new business Qualifications: • Bachelor’s Degree required (Real Estate, Economics, Finance, Marketing or other business-related fields preferred), • 0-5 years of work experience in either sales or service-oriented businesses; experience in Commercial Real Estate preferred, • Shows ability to source and build a book of clients for long-term growth, • Demonstrates continued development through metrics, goal achievement, peer feedback, • Excellent working knowledge of Microsoft Excel and Word, • Adopts and effectively utilizes Salesforce as part of business model, • Strong analytical, organizational, written, and oral communication skills, • Demonstrates ability to effectively execute telesales, • NYS Salesperson License (or willingness to obtain) Future and Growth: This position offers significant growth potential within a dynamic, rapidly growing company of successful and ambitious professionals. The role provides the foundational support necessary for our Sales Associates to transition into brokerage.

Company: Pantzer Properties Job Title: Senior Analyst – Investment Team Location: New York City, NY • Base Salary Range $100,000/yr. to $150,000/yr., • Plus an additional discretionary annual bonus, base salary range does not include this. Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds. Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record. Acquisitions Responsibilities: • Underwrite and assist in the overall financial analysis of potential acquisition opportunities., • Prepare cash flow models that will be utilized to value real estate investments, including equity and debt., • Evaluate financing scenarios and provide support for acquisition financing., • Prepare investment memoranda for recommended acquisition opportunities., • Assist in transaction due diligence by collecting, reviewing, and summarizing property reports as well as other due diligence documents. Assist with transaction closings., • Provide research support utilizing internal and external resources. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research. Asset Management Responsibilities: • Support team with all aspects of monitoring the performance of a multifamily investment portfolio., • Assist in the implementation of property business plans, the preparation of asset valuations and annual budgets., • Prepare hold/sell/refi analysis., • Verify the accuracy of property operating statements and provide actual to-budget variance analysis., • Facilitate information flow between property management, accounting, and acquisition teams., • Implement, oversee, and monitor turnaround strategies for any underperforming assets., • Create presentation materials and communications sent to investors and executive management., • Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies., • Participate in the disposition process and assist with due diligence through closing., • Establishment and maintenance of project files and databases., • Assist with analysis related to investor deliverables and reporting. Application Requirements: • 1-2 Years of investment/advisory work experience, preference given to previous employment at a principal real estate firm, brokerage, or investment bank., • Strong financial modeling skills (candidates should expect a test)., • We’re looking for pre-MBA candidates. MBA’s will not be considered., • Strong analytical, interpersonal, writing, and research skills., • Excellent organizational and communication skills., • Self-motivated, resourceful, and proactive., • Ability to work independently, effectively prioritize, and multi-task under pressure., • Understanding of the private equity business model and real estate industry., • Familiarity with East Coast markets is a plus., • Multifamily asset-class experience is a plus.

One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst. With over 300 people, they specialize in investing in property through acquisition and development, mainly in the US. They mostly invest in high-quality properties, office, retail, industrial, multifamily residential, and hotel, but a broad range of real estate strategies across the risk and return spectrum: core, core-plus, value-add, and opportunistic. The primary responsibility for supporting the Firm’s fundraising and client service efforts through the preparation of responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor inquiries. Responsibilities include, but are not limited to: Content Development: • Draft, edit, and coordinate RFP, RFI, and DDQ responses, incorporating both qualitative narratives and quantitative data, in collaboration with internal stakeholders across functions and levels of seniority. Firm & Investor Relations Support: • Develop expertise in Clarion’s investment platform and funds to support a wide range of investor relations activities., • Maintain strong working relationships across the Firm to stay informed on new initiatives, strategy updates, and performance results, ensuring client deliverables reflect current information., • Support special projects and ad hoc initiatives as assigned. Candidate Profile • 1-2 years of experience in financial services, preferably private fund marketing, client services, investor relations, due diligence, or operations.

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking an Analyst or Associate (“Analyst/Associate”) to support the Originations team across sourcing, underwriting, transaction execution, and market development. This role is ideal for a highly motivated real estate finance professional looking to build deep expertise in commercial real estate credit, construction lending, and structured finance. The Analyst/Associate will collaborate closely with senior originators, assisting with outreach, screening prospective opportunities, preparing quotes and term sheets, conducting financial and market analysis, and supporting the full diligence and closing process. The role requires strong analytical skills, attention to detail, a proactive mindset, and the ability to manage multiple workstreams in a fast-paced environment. This is a high-visibility position within a growing platform. The Analyst/Associate will participate in internal and external meetings, engage with sponsors, brokers, and municipal C-PACE program administrators, and contribute directly to Clearwater’s market intelligence, pipeline development, and origination strategy. KEY RESPONSIBILITIES Origination & Market Outreach • Support outbound outreach to sponsors, developers, brokers, and intermediaries to generate new meetings., • Participate in introductory and discovery calls to assess project fit., • Assist senior originators with outreach campaigns and follow-ups., • Coordinate with Marketing to deploy materials and digital campaigns., • Maintain consistent communication with market participants to strengthen sourcing channels. Credit Underwriting • Review budgets, proformas, sources and uses, schedules, and feasibility., • Assist with underwriting, financial modeling, scenario analysis, and sensitivities., • Evaluate eligible energy measures and alignment with C-PACE requirements., • Draft credit memos with written analysis of merits, risks, and structural considerations., • Prepare quotes, term sheets, and internal materials., • Participate in diligence calls and document key takeaways. Deal Execution & Closing • Review construction contracts, schedules of values, change orders, and cost-to-complete assessments., • Support analysis of GCs and subcontractors, including capabilities and performance history., • Assist with fund-control coordination, inspection cadence, and draw processes., • Support senior-lender consent and intercreditor discussions., • Coordinate with borrowers, contractors, consultants, program administrators, and legal through closing., • Track execution risks, including permitting, redesign, and long-lead time items. Pipeline & CRM Management • Maintain accurate CRM updates on outreach, calls, meetings, and deal activity., • Prepare weekly pipeline reports, outbound summaries, and market updates., • Track competitive activity, market trends, and C-PACE program changes across jurisdictions., • Assist in identifying target markets, asset types, and sponsors aligned with Clearwater’s origination strategy. QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required. Concentration in finance, real estate, economics, engineering, or a related field strongly preferred., • 1–5 years of experience in commercial real estate finance, lending, credit, or investment banking., • Strong proficiency in Excel financial modeling, underwriting, and quantitative analysis., • Ability to evaluate construction budgets, development proformas, and project-level financial statements is a plus., • Excellent written and verbal communication skills; ability to prepare polished materials for internal and external use., • Highly organized with the ability to manage multiple concurrent workstreams and deadlines., • Self-starter with strong initiative, intellectual curiosity, and a desire to develop deep domain expertise in C-PACE and structured real estate credit., • CRM experience preferred (HubSpot, Salesforce, or equivalent). COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking a Managing Director of Transaction Management to lead all underwriting, diligence, and closing functions. This individual will own the full transaction lifecycle, ensuring every opportunity sourced by the Originations team is evaluated, structured, and executed with institutional precision. The ideal candidate brings deep experience in commercial real estate credit and C-PACE financing, with a proven ability to manage teams, drive process discipline, and deliver high-quality execution across underwriting and closing. Success in this role requires strong leadership and organizational skills, the ability to operate independently in a fast-paced environment, and the judgment to balance strategic priorities with executional rigor. The Managing Director should be comfortable navigating complex underwriting challenges, structuring sophisticated financing solutions, and collaborating closely with borrowers, lenders, developers, and capital partners. KEY RESPONSIBILITIES Credit & Structuring • Lead Clearwater’s underwriting and credit analysis functions from initial sizing through term sheet execution, ensuring each transaction aligns with credit standards, investor mandates, and return parameters, • Refine and institutionalize underwriting frameworks, financial models, and approval protocols to support scalable, repeatable execution across multiple asset classes and markets, • Oversee preparation of detailed cash flow models, capitalization analyses, and sensitivity scenarios to guide investment decisions and credit committee recommendations, • Maintain an active dialogue with Originations and Credit to evaluate deal feasibility, structure optimization, and risk mitigation strategies in real time, • Represent Transaction Management in Investment Committee discussions, providing data-driven recommendations and market intelligence to support credit decisions Transaction Management • Oversee all aspects of deal execution from signed term sheet through funding, ensuring deadlines, conditions precedent, and closing deliverables are met across multiple jurisdictions, • Direct coordination among third-party engineers, construction monitors, title agents, appraisers, attorneys, and program administrators to ensure technical and legal compliance with PACE statutes and Clearwater’s standards, • Review and approve due diligence reports, legal documentation, and escrow arrangements; anticipate potential issues and design practical resolutions to maintain closing velocity, • Manage capital flow, disbursement sequencing, and warehouse/securitization logistics to ensure alignment with investor structures and servicing requirements, • Act as the primary escalation point for transactional issues, ensuring transparency and accountability across all execution channels Operations • Build and manage a high-performing Transaction Management team, setting clear objectives, performance metrics, and professional development paths, • Strengthen institutional processes by implementing controls, workflow automation, and cross-functional coordination among Originations, Credit, Capital Markets, Legal, and Servicing, • Drive continuous process improvement to enhance speed, accuracy, and scalability of underwriting and closing operations, • Track portfolio-level performance, underwriting throughput, and capital deployment effectiveness, reporting key metrics to senior leadership and investors, • Foster a culture of accountability, collaboration, and precision within all aspects of deal execution Executive Leadership • Partner with senior leadership, including the CEO, Chief Credit Officer, and Head of Capital Markets, to integrate Transaction Management into broader platform strategy and capital deployment objectives, • Support Clearwater’s ABS and rating agency initiatives through portfolio data aggregation, credit documentation, and transaction reporting, • Contribute to platform scalability by designing and implementing best practices in diligence, closing, and credit administration for institutional investors and capital partners, • Provide strategic input on new product development, program enhancements, and technology adoption to strengthen Clearwater’s competitive positioning, • Serve as a senior cultural leader within Clearwater, reinforcing standards of integrity, discipline, and client service QUALIFICATIONS & EXPERIENCE • At least 10 years of experience in commercial real estate credit, underwriting, or structured finance; C-PACE experience strongly preferred, • Demonstrated success leading underwriting, closing, or transaction management functions within a capital markets, structured credit, or CRE lending platform, • Deep understanding of complex financing structures, including construction, bridge, and permanent executions, • Experience managing third-party diligence providers, external counsel, warehouse facilities, and securitization processes, • Exceptional analytical, quantitative, and communication skills with the ability to present complex analyses clearly to both internal and external stakeholders, • Proven ability to manage and scale teams while fostering cross-departmental alignment COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, as well as a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

About the Opportunity: This is an opportunity for a Sales Operations Manager to serve as the trusted right hand to the Sales Director, driving the operational backbone of the residential sales division through strategic process optimization, seamless cross-departmental collaboration, and data-driven insights. This role is pivotal in empowering the sales team to excel by providing hands-on, day-to-day deal support, especially for newer agents, removing obstacles, enhancing workflow efficiency, and championing the firm’s vision as it navigates an exciting and transformative period of rapid growth and elevated positioning in the luxury real estate market. About the Company: Our client is a Manhattan-based real estate brokerage firm specializing in sales, leasing, and investment advisory. With a collaborative and entrepreneurial culture, they pride ourselves on delivering exceptional service, deep market expertise, and innovative strategies that drive results for their clients. Role and Responsibilities: • Efficient Deal Support: Provide timely and effective day-to-day support for agents’ transactions, ensuring smooth closings and minimizing errors or delays, especially aiding newer agents to accelerate their ramp-up., • Optimized Sales Processes: Implement and continuously refine workflows and operational systems that increase the sales team’s productivity and capacity, enabling higher deal volume., • Data-Driven Insights: Deliver accurate and actionable sales performance analyses and reporting that inform strategy adjustments and operational decisions by the Sales Director., • Agent Onboarding & Training Support: Streamline and enhance the onboarding (new agents) and training process for agents, ensuring faster integration and growth to contribute to sales targets and drive retention.., • Operational Scalability: Establish scalable operations infrastructure that supports sustained rapid growth without sacrificing quality or compliance., • Improved Agent Satisfaction: Contribute to a supportive and efficient operational environment that improves overall agent experience and retention., • Technology Enablement: Lead or support the adoption of new tools and technologies that enhance sales execution and operational transparency., • Support the Sales Director and team by hitting determined KPIs including: increasing overall revenue by 25%, • increasing % of total residential sales revenue from 52% of total revenue to 70% of total revenue, • increase residential sales listings from 20% to 30% of total sales revenue, • increase average agent GCI from $112,500 to $175,000, • Increase agent count from 80 to 125, at least 15 of whom are producing at least $150,000 within their first year Qualifications: • Smart, astute, quick learner, • Recruiting success; makes the right hires, upgrades when necessary, • Organized and good at planning, • Deep knowledge of NYC real estate brokerage, transactions, and key players, • Analytical; excellent at agent/employee development, • Integrity, honesty, calm under pressure, • Project execution management, • Detail oriented, results driven, strong work ethic, • Excellent communication skills, • Proactive problem solver; holds people accountable, • Strong communicator; follows through on committments, • Enthusiastic, able to motivate others, treats others with respect, • Adaptable, resilient, persistent, open to criticism and others' ideas, • Supportive mentor, proactive, takes initiative, • Prop-Tech friendly, tech skills a must, • Compliant with REBNY and government guidelines Comp, hours: M-F 9-6, in office $125,000 BASE Salary Plus Guaranteed Bonus & Incentives (150K - 230K OTE)

I am working with a leading Real Estate Investment firm who are looking to onboard a Senior Analyst/Associate to their team in NYC. The role would be a hybrid of Acquisitions and Capital Markets and focused on multifamily, hospitality and office asset classes. I believe you are a great fit and would be keen to connect you with the team. Please find a bit more detail on the role below and let me know if you are interested. Job Responsibilities: • Deal Sourcing and Evaluation: Identify and analyze potential investment opportunities, assessing their viability and alignment with the firm's strategic goals., • Financial Modeling and Analysis: Develop and refine financial models to project the performance of potential investments, including valuations, return projections, and risk assessments., • Transaction Management: Oversee the execution of transactions, including negotiating terms, coordinating with legal and financial advisors, and ensuring due diligence processes are thorough., • Market Research and Reporting: Conduct comprehensive market research to identify trends and inform investment decisions and prepare detailed reports and presentations for senior management and stakeholders., • Relationship Management: Cultivate and maintain relationships with key stakeholders, including investors, industry experts, and potential partners, to support deal flow and strategic objectives.

Reuveni is seeking an On-Site Sales Coordinator. Reuveni Development Marketing (d/b/a Reuveni LLC) is a privately owned and operated brokerage company, founded by industry expert Shlomi Reuveni. The firm focuses on the sales and marketing of conversion and ground up new development projects. With more than 30 years of real estate experience and an impeccable reputation, Reuveni has successfully collaborated with the esteemed New York City real estate brokerage community, developer clients, and industry professionals. Shlomi Reuveni is known industry-wide for his hands-on approach, and has been the driving force behind the design, predevelopment planning, marketing, and sales process of over $5.5 billion of conversion and ground up new development projects. Reuveni’s passion-fueled and supremely professional real estate development services include Research and Analytics, Pre-Development Planning and Design, Marketing and Branding, Brokerage and Sales, and Consulting. Reuveni operates in partnership with Christie’s International Real Estate Group. With more than 1,000 associates and 30 offices, Christie’s International Real Estate Group is the exclusive affiliate of Christie’s International Real Estate serving clients in New York, New Jersey, and Connecticut. The company’s flagship office is located at 1 Rockefeller Plaza in Manhattan, just steps away from Christie’s Auction House. With a brand legacy of more than 250 years, Christie’s International Real Estate maintains a close relationship with Christie’s, creating unique marketing opportunities and synergies between the worlds of high-end real estate, art and luxury goods. In addition to Christie’s International Real Estate Group’s local and regional real estate expertise in New York City and the tri-state area, the company is globally connected through the Christie’s real estate network consisting of more than 31,000 agents across 48 countries with annual sales of more than $100 billion. As the premier global luxury real estate brand, Christie’s International Real Estate services clients at the highest level, with trust and integrity, providing passionate expertise and exceptional customer service. Reuveni is seeking an On-Site Sales Coordinator. This position will provide an exciting opportunity to work on notable real estate development projects alongside REUVENI’s clients, which include some of New York City’s top property owners, developers, financial institutions, and investment firms. The On-Site Sales Coordinator will work closely with the Sales Manager and Sales Associates to manage day-to-day sales operations at one of Reuveni’s new development projects. This position is an outstanding opportunity to use your expertise to expand REUVENI’s platform, as well as your own, during an exciting period of change and growth for the real estate industry and REUVENI alike. Responsibilities: · Serve as onsite sales representative for new development project(s), ensuring that the product, developer, and sales team are always represented in the best light. · Field inquiries via telephone, website, email, etc., and schedule and confirm appointments with sales manager / associates. · Assist Sales Manager / Associates in all aspects of their day-to-day interaction with clients including greeting agents and potential clients, providing beverages, scheduling, and following up on appointments, etc. · Maintain and distribute daily project reports and forms. · Monitor competitive properties (inventory, pricing trends, incentives, broker and buyer feedback) for evaluating pricing and strategy. · Assist with coordinating the closing process including buyer walk throughs, punchlist coordination, etc. · Update listings in syndication and CRM database(s). · Assist with various administrative tasks including: managing an extremely active calendar of appointments; composing and preparing written correspondence; managing contact lists; initiating and managing complex itineraries, and agendas; and compiling documents for meetings. · Keep reception and sales office neat and ready for visitors. · Manage supply inventory in the sales office · Assist in planning and coordinating open houses and events. · Perform any additional duties as assigned by corporate management team. Requirements: · Must be available to work at least one weekend day, if not both. · New York State Real Estate Salesperson. · Minimum of 2 years residential real estate experience in a brokerage or owner/developer capacity, including tenure in a new development focused role. · Thorough understanding of the metro NY New Development landscape including strong familiarity with developers, lenders, builders, designers, etc. · Thorough understanding of property valuations and real estate economics. · Strong client service skills. · Highly proficient with Microsoft Excel, Word, and PowerPoint. · Excellent organization and attention to detail. · Excellent written and verbal communication skills, polished presentation/public speaking skills. · The ability and desire to interact with Reuveni management and clients. · Self-motivated, resourceful, and accountable. · Ability to work efficiently in a fast paced, demanding environment and be flexible when needed. · Ability to multi-task, set priorities, and meet deadlines. · Ability to be a team player. This position is a full-time, in person role, reporting directly to the Sales Manager. All duties and responsibilities of this role are expected to be conducted on-site at the company offices unless otherwise specified. Please send your resume to: with the subject line “Sales Coordinator”. Compensation for this position may consist of base salary and/or commissions/bonuses. • Reuveni, LLC. provides equal employment opportunity. Discrimination of any type is not tolerated. Reuveni, LLC. is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

A financial firm is looking for a Head of Enterprise Technology PMO to join their team in Jersey City, NJ. Compensation: $175-190K No visa sponsorship; U.S. Citizens or GC Holders only 5 days onsite/week in Jersey City, NJ No relocation; Candidates must be local Responsibilities: • Operate demand intake and prioritization; maintain a single, ranked cross‐tower portfolio and run capacity and dependency management., • Track and report project and program status, including timelines/schedule, scope, budget and forecast vs. actuals, risks and issues, assumptions, and dependencies; prepare Monthly and Quarterly Business Reviews., • Lead FinOps; showback/chargeback, tagging hygiene, rightsizing, commitment coverage, and unit cost metrics., • Oversee vendor and contract operations: vendor segmentation, QBRs, Service Level Agreements / Service Level Objectives., • Publish executive dashboards and clear narratives for decision‐making., • Coach tower leads on outcome‐based roadmaps and Objectives and Key Results (OKRs); drive consistent definitions of status, risk, readiness, and value., • Lead a small PMO team as a player-coach to deliver portfolio, financials, risk & governance, and vendor outcomes. Qualifications: • 10–15+ years across PMO/portfolio management, Technology Business Management / FinOps, and governance in complex technology organizations; financial services or other regulated industries preferred., • FinOps experience with cloud unit economics and optimization levers; familiarity with TBM frameworks is a plus., • Expertise with ServiceNow (PPM/ITSM), Jira, ERP/GL reporting, and cloud cost management tools., • Strong commercial acumen (contracts and pricing), vendor segmentation, and QBR leadership., • Strong written and verbal communication., • Demonstrated experience with senior stakeholder engagement., • Experience establishing a single, ranked portfolio across multiple technology towers., • Demonstrated success improving forecast accuracy to ±3–5% and publishing trusted unit economics., • Familiarity with audit and regulatory expectations relevant to investment management., • Portfolio Management Professional or other relevant Project Management Institute certifications would be a plus.

Analyst, Data Analytics | Institutional Real Estate Investment Firm | Healthcare We are working with a leading real estate investment firm that is looking for Analyst to join their Data Science group, and help play a key role in driving/generating actionable insights across an institutional-grade portfolio of assets, which is part of our client's multibillion-dollar portfolio of diversified real estate holdings throughout the US. This role will combine strategic thinking and advanced analytics to identify opportunities firmwide, and focus on managing data pipelines, creating/refining in-house models, developing controls and workflows, all while engaging with internal and external stakeholders. Our client is an industry leader that continues to raise capital, deploy capital, and outperform its peers year-over-year, and this would be an opportunity to be a part of that growth. Experience: • Bachelor’s degree in Analytics, Engineering, Statistics, or related, from a top-tier university, • 3+ years of experience in data engineering, BI, analytics, or related, • Proficiency in Python, SQL, Power BI, Excel and data visualization, • Experience employing predictive analytics and forecasting KPIs, in a cross-functional environment If this sounds like you, please apply, and/or reach out to Alex, at .

Position: Office Coordinator Location: Midtown Manhattan A well-established private investment firm is seeking an experienced Office Coordinator to support day-to-day office operations and serve as the primary point of contact for guests, vendors, and internal team members. This role requires a poised and polished professional with strong communication skills and prior experience in a corporate, financial, or investment-focused environment. Key Responsibilities: • Manage reception operations, including guest interaction and phone coverage, • Coordinate conference room scheduling and support meeting logistics, • Oversee office supplies, facilities requests, and vendor relationships, • Maintain an organized, professional, and client-ready workspace environment, • Assist with administrative needs and occasional internal events Qualifications: • 5+ years of experience in office management, administrative support, or reception, • Background in financial services or a similar professional environment strongly preferred, • Demonstrated professionalism, discretion, and high attention to detail, • Strong interpersonal communication skills and a service-oriented mindset, • Ability to work independently, prioritize effectively, and represent the firm with professionalism Ideal Candidate Profile: The successful candidate will be proactive, polished, reliable, and comfortable operating in a fast-paced, high-expectation environment. This role offers the opportunity to serve as a central resource within the office and contribute to an elevated employee and visitor experience.

Title: Data Engineer (Web Scraping technologies) Duration: FTE/Perm Location: Onsite 4 days a week in NYC Salary: 125-190k plus bonus Responsibilities: • Utilize AI Models, Code, Libraries or applications to enable a scalable Web Scraping capability, • Web Scraping Request Management including intake, assessment, accessing sites to scrape, utilizing tools to scrape, storage of scrape, validation and entitlement to users, • Fielding Questions from users about the scrapes and websites, • Coordinating with Compliance on approvals and TOU reviews, • Some Experience building Data pipelines in AWS platform utilizing existing tools like Cron, Glue, Eventbridge, Python based ETL, AWS Redshift, • Normalizing/standardizing vendor data, firm data for firm consumption, • Implement data quality checks to ensure reliability and accuracy of scraped data, • Coordinate with Internal teams on delivery, access, requests, support, • Promote Data Engineering best practices Required Skills and Qualifications: • Bachelor’s degree in computer science, Engineering, Mathematics or related field, • 2-5 experience in a similar role, • Prior buy side experience is strongly preferred (Multi-Strat/Hedge Funds), • Capital markets experience is necessary with good working knowledge of reference data across asset classes and experience with trading systems, • AWS cloud experience with commons services (S3, lambda, cron, Event Bridge etc.), • Experience with web-scraping frameworks (Scrapy, BeautifulSoup, Selenium, Playwright etc.), • Strong hands-on skills with NoSQL and SQL databases, programming in Python, data pipeline orchestration tools and analytics tools, • Familiarity with time series data and common market data sources (Bloomberg, Refinitiv etc.), • Familiarity with modern Dev Ops practices and infrastructure-as-code tools (e.g. Terraform, CloudFormation), • Strong communication skills to work with stakeholders across technology, investment, and operations teams.

Job Description A phenomenal investment firm in MIDTOWN EAST is seeking an energetic, poised, and eager Executive Assistant to join their IR Team. This is an incredible opportunity for an EA to get hands-on experience within investor relations while working alongside a wonderful team. The company values a great culture of team-oriented individuals. This role is full time in office Monday- Friday, 9am-5pm. $95-105k base + discretionary bonus + comprehensive benefits package Responsibilities include but are not limited to: • Manage and organize complex calendars, scheduling internal/external meetings, prioritizing the teams time, • Coordinate international and domestic travel including flights, hotel reservations, ground transportation, dining reservations; creating detailed itineraries, • Overseeing/completing monthly expense reports and handling follow-ups as needed, • Assist in the coordination and preparation of materials for meetings, including agendas, presentations, book binding, • Working with the CRM system, DealCloud managing notes, contacts, updates, investor tracking, • Event planning (as needed) including investor meetings/roadshows/conferences, • Adhoc projects Qualifications: Bachelor’s Degree 3+ years of related experience working in an assistant role, preferably within IR • Microsoft Office (Outlook, Word, Excel) skills

Our client, a leading global investment firm, is seeking an Executive Assistant to provide high-level support to several senior investment professionals in their New York office. This is an exceptional opportunity to join a fast-paced, collaborative environment and contribute meaningfully to a dynamic team. Key Responsibilities: • Manage complex calendars and coordinate all logistics for internal and external meetings, • Arrange detailed domestic and international travel and prepare comprehensive itineraries, • Track high volumes of business expenses; prepare and process expense reports, • Assist with planning and hosting meetings, events, and team activities, • Serve as a key liaison across teams and with external stakeholders; demonstrate strong interpersonal skills and the ability to work effectively with a variety of personalities, • Provide back-up coverage for other Executive Assistants as needed, • Bachelor’s degree preferred, • Minimum of 5+ years of administrative experience in a corporate environment, ideally within asset management or investment banking, • Technologically adept with strong proficiency in Microsoft Outlook, Excel, Word, and PowerPoint, • Comfortable operating in a fast-paced, real-time environment with shifting priorities, • Exceptionally organized with strong attention to detail; able to prioritize and manage multiple tasks seamlessly, • Excellent written and verbal communication skills; able to build strong working relationships across all levels New York, NY (Hybrid - 3 days in office) Compensation: • Expected annual base salary: up to $115K + paid overtime + discretionary bonus