Investment management jobs in Boston, Massachusetts - Page 9Create job alerts

Suffolk is an end-to-end business that provides value throughout the entire project lifecycle by leveraging its core construction management services with vertical service lines that include real estate capital investment, design, self-perform construction services, technology start-up investment (S

In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and v

Deliver clear, practical solutions that address their specific priorities and ensure effective outcomes across funding, risk management, governance, and investment strategy. Required minimum of 10 years of retirement plan investment consulting, senior plan sponsor or asset management experience work

We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. About the job State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Principal Data and Analytics Engineer, Vic

Deep understanding of investment management operations and the front-to-back investment lifecycle of ABOR, IBOR and transaction management systems. Strong proficiency and experience in the Large, Enterprise Technology Program Management Strong communication and influencing skills About State Street

Familiarity with project management, risk management, process improvement, and contractor compliance. The Project Management Analyst provides essential operational assistance to ensure the smooth, efficient, and organized functioning of the department. Project Management: Assist with coordinating an

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. We are currently hiring for a leadership role within the Client Coverage Group (CCG) at State Street Investment Management (SSIM). Wealth, you will work to

Junior Property Operations Associate. We are seeking a highly motivated and organized Junior Property Operations Associate to join our dynamic team here at Groma, a rapidly growing real estate investment and management start-up.

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Employee discounts, • Free food & snacks, • Health insurance, • Opportunity for advancement, • Paid time off, • Profit sharing, • Training & development About the Role: The Account Director, Public & Media Relations is a full-time hybrid role located in Boston, MA, with flexibility for some remote work. The Account Director will help to lead media relations initiatives on several key accounts in the agencys growing client roster of government and private as well as public company clients across a range of health intiatives The successful candidate will have proven national and international as well as trade/local media expertise in strategy development, execution as well as crisis management, representing new business development on public/media relations pitches, providing leadership in earned media across the agency. Responsibilities: • Develop and execute public relations and media strategies as well as campaigns, • Create and maintain relationships with key media outlets - print, online and broadcast, • Ability to provide media training to executives, prepping clients and providing framework for media training across best practices across critical health areas., • Provide input into key press releases, media advisories, and other materials, framing timing of news according to various inputs from clients., • Develop and create strategies to increase brand awareness for LHS clients., • Manage crisis communications., • Create media content including media advisories and media backgrounders., • Create compelling story angles for LHS health clients, including pop up media events.Requirements:, • Bachelors degree in Communications, Public Relations, or related field., • 5-10 years related experience with supervisory skills., • Knowledge of and experience in the healthcare, life science and medical technology industry required., • Strong knowledge of media trends and digital media., • Ability to manage multiple projects and deadlines., • Must be able to work with junior staff to assist in client implementation., • Excellent communication, presentation, and interpersonal skills. Flexible work from home options available.

Job Description:\n\nHi 👋🏾 I’m Abhik, Ashby's Co-Founder and VP of Engineering. We’re looking for a versatile, persistent product engineer who’s not afraid to set up reusable building blocks across the stack and advocate for the time and space to do so. At Ashby, all our engineers ship features end-to-end at a high pace. Example is the best leadership. We’ll give you the room to do your best work, and you'll be our guide! If that speaks to you, read on. What Ashby gives you in return is the best of both early and growth-stage environments. The agency and no-nonsense of a seed startup: you write product specs, make product and design decisions, and build in an almost-no-meeting culture. While also the product-market fit and scale of a growth-stage startup: tens of thousands of daily users who depend on your software and eagerly await your next feature. We have notable customers like Notion, Linear, Shopify, and Snowflake. Our growth and retention metrics are best-in-class among our peers: we have tens of millions in ARR, growing >100% year over year, very low churn, and many years of runway. We’ll share more details once we meet. You’ve probably seen this role posted before, and it’s because we’re always expanding the team (we’re on track to double this year). We’re bubbling with ideas on how to support Talent Acquisition through software, and we’ve started the journey of building products beyond Talent Acquisition. We read every application and aim to respond to yours within 3-4 days (often sooner). About the Role and How We Work Our engineering culture strives to recreate the environments where we did our best work as ICs – where we had the ownership and agency to impact our users with creative and innovative software. I started my career building software for artists in the Visual Effects industry. It was a formative experience for me as a software engineer because success relied on my ability to be a product manager and designer. I talked to artists to understand their needs. I came up with ideas. I did industry research, designed interfaces, and prototyped ideas. I watched artists use what I built and decided what to tackle in the next iteration. No daily stand-ups, no t-shirt sizing, no planning meetings. I studied computer science to solve problems, not tickets, and this felt exactly like that. I not only felt creative and fulfilled but the agency and ownership we were given as engineers powered an incredible amount of innovation. Innovation came differently (or not at all) at technology startups beyond the seed stage, often through an engineer’s force of will and ability to push back against culture (rather than any encouragement from it). Engineering was narrowed to implementation and delivery, partly due to the influence of other departments and partly due to the influx of "Agile" processes like sprint planning. In those companies, I felt like a JIRA jockey. At Ashby, we’re building an environment that is optimistic about what engineers can own and achieve. An environment that embraces innovative engineers, and, frankly, often stays out of their way. As a Product Engineer, you’ll take ownership over a large portion of one of our products and own projects end-to-end (wearing hats traditionally worn by product and design). You’ll research competitors, write product specs, make wireframes, and more. To ground it with examples, product engineers at Ashby have: Designed and built automated interview scheduling. This feature automates scheduling by calculating possible times from a pool of interviewers and other constraints, and then presenting these times to the candidate for selection via our responsive web app. This solves the “Calendar Tetris” problem I talk about in "What We're Building." Built a generalized declarative filter architecture that allows users to create complex filters for any record with a consistent UI and compile it to SQL in our backend. Many user-facing features use it. Specced, designed, and implemented a feature that allows users to complete signing offers entirely within Ashby. This project involved talking to customers to understand their requirements, deciding what technologies to use, building a prototype, and working with other team members to integrate the final implementation into additional features. What We’re Building As engineers, we are used to tooling that makes us better at what we do. When we started Ashby, we saw the opposite with Talent Acquisition software. Recruiting teams were leveling up how they did their work, but instead of software meeting this new standard, it held them back. Scheduling a final round is an excellent example. Recruiting teams wanted to schedule candidates faster, track interviewer preparation and quality, and do it with half the headcount. A recruiter needed to manually collect availability from the candidate, identify qualified interviewers, perform “Calendar Tetris” to find who is available to interview the candidate, schedule on the earliest date possible, and make any last-minute adjustments as availability changed. They must do this while considering the interview load on each individual and whether interviewers need to be trained and shadowing others. 🥵 TA software didn’t help. As hiring managers, we know TA is a critical function, and as engineers, we know software can do better. So, we built and continue to build Ashby to give TA teams the highest standard of tooling. Software that’s intelligent and powerful. Software that provides insights into where they’re failing and automates or simplifies many of the tasks they’re underwater with. We want other functions and departments to be jealous of what TA teams can do with Ashby, and today they often are! Why You Should or Shouldn’t Apply Software engineers come in many flavors, not all of which fit our model. Here are some things to help you decide if this fits you and what you’re looking for: You’re not afraid to tackle any part of a technology stack. You do what’s necessary to successfully deliver a feature, whether writing frontend or choosing new infrastructure. We’ll provide a supportive environment to do it successfully (e.g., design system, SRE team). You’ve tackled projects with a lot of product and technical ambiguity, and you thrive at the intersection of the two. We’re not building a simple CRUD app, and many of the challenges we tackle require you to use your knowledge of our customers to build powerful abstractions and flexibility in the system to solve a class of problems. You know how to strike the right balance between speed and quality. Ashby wasn’t built quickly. We took four years to launch publicly because convincing customers to switch required a high-quality product. However, time isn’t infinite, especially for a startup, so we still move with urgency—we’ve built the equivalent of three or more VC-backed startups with a very small team. You are ambitious and always looking to improve your skills. For most engineers, this role will give you more freedom and responsibilities than you’ve experienced in the past. To thrive (and level up), you’ll need to be open to feedback (and we give lots of it). You’re an excellent collaborator and communicator. Ownership and freedom don’t mean you work in a vacuum. You’ll need to vet your decisions with the appropriate stakeholders, keep them up to date when necessary, and work with other engineers to get your projects across the finish line. Clear and concise communication helps a lot here! You seek to create leverage in your work. The nature of software is that you can often automate or abstract what would be tedious, time-consuming work. Your impatience usually leads to new abstractions, tools to allow Support to debug before Engineering, new lint rules to prevent common bugs, etc. Put another way, you shouldn’t apply if: To you, a tech lead, staff, or principal engineer is someone who spends most of their time project managing or doing architecture reviews. Our most tenured engineers spend most of their time building, and we often trust them with our most challenging problems. While they lead product and technical areas and help other engineers plan their most challenging work, it’s not a requirement, nor do engineers need their sign-off. You need company-driven process and structure to get your projects across the finish line. Sprint planning and well-defined project management processes are things you need or look to others to lead. You’d rather focus on the technical details and challenges. You only want to do exciting work. We’re building a team of kind, collaborative folks. Customer issues and investigations are distributed across the team, including our high-level ICs. You can get lost in the details. Once you start implementation, it can be hard to take a step back and think about the project as a whole. You like everything to be planned upfront. You haven’t led or taken ownership of projects before. You’re used to working with tech leads and taking on tasks distributed by them. You want to mentor earlier-career engineers. We rely on engineers owning their projects, so we need engineers with that experience. This requires the team to be reasonably tenured. More than 90% of the team would be considered Senior or above in the industry today, so mentorship opportunities are very limited. Engineering Culture Our engineering culture is motivated by Benji’s (my Co-founder and CEO) and my belief that a small, talented team, given the right environment, can build high-quality software fast (and work regular hours!). We do it through: Minimal process with ownership over decisions normally made by product and design Natural collaboration and deliberate communication Investing in tools and abstractions that give us leverage Putting effort into building a diverse team Minimal Process & Lots of Ownership The best engineers we’ve worked with delivered reliably magical outcomes. They took customer problems and relentlessly drove them to solutions that were not only successful but often brilliant and creative. While they did this with minimal oversight, stakeholders were never in the dark as to what was going on, and no setback was a surprise. Traditional product-development processes aren’t meant for the best engineers. Their purpose is to create consistent outcomes regardless of the engineer’s skill. But, consistency comes at the expense of an engineer’s time and freedom—both ingredients necessary to generate those magical outcomes. As a result, process stifles the best engineers and doesn’t give others the opportunity to practice the behaviors that made the best engineers the “best.” At Ashby, we want to build an environment that encourages every engineer to be their best. So, at Ashby, every Engineer runs their project. Product Managers (and Designers) build strategy, do customer research, and hand off problem briefs to Engineers. Engineers take on the rest: they research the problem, write product specs, build wireframes, and implement their solution end-to-end. We rely on engineers, not process, to push information outward to the relevant folks (e.g., Product Managers) and pull folks in to help (e.g., Designers, Infra). It’s a new level of ownership for many engineers, but we’d rather an engineer fail a bit and coach up their skills than use process as a crutch. Not everyone succeeds in our culture, but those who do thrive. Collaboration is Natural & Communication is Deliberate Our engineering team consists of lifelong learners who are talented but also humble and kind (meet them here!). These attributes create an environment where collaboration happens naturally. We combine this with research, prototyping, and written proposals to see around corners and get feedback from the team across time zones. Focus time is something that we hold sacred, and, with thoughtful and deliberate communication, engineers are in <2h meetings per week (I wrote about it here). To drive it home, here's a recent calendar of an engineer who has been with us for over 4 years: We also meet in person at least twice a year, once as a department and once as a company. You also have a small budget to meet up with folks in your city/region. Increase Leverage, not Team Size We built Ashby with the quality, breadth, and depth that many customers would expect from much larger teams over larger time scales. We’ve done this through investment in: Great developer tooling. Our CI/CD takes ~10m, and we deploy at least 15x a day. A debugger that works out of the box. Everyone on the team has contributed to our developer experience 💪🏾. Building blocks to create powerful and customizable products fast. At the core of Ashby is a set of common components (analytics modeling and query language, policy engine, workflow engine, design system) that we constantly improve. Each improvement to a common component cascades throughout our app (short video below). Here’s an impromptu quote from Arjun in our company Slack of what it’s like to build a feature at Ashby: And a demo of one of these building blocks: Put Effort into Diversity Diverse teams drive innovation and better outcomes. Having seen my mother and partner build their careers as minority women in non-diverse fields, I want to make sure Ashby creates opportunities for the next generation of engineers from underrepresented groups. Today, 21% of engineers at Ashby are from underrepresented groups. It’s not great, and we are taking conscious steps to improve, like sourcing diverse candidates, providing generous paid family leave, no leetcode interviews, and more. Interview Process At Ashby, our team and interview process want to help you show your best self. We’ll dive into past projects and simulate working together via pair programming, writing product and tech specs collaboratively, and talking through decisions. There are no leetcode or whiteboard exercises. Our interview process is three rounds: Introduction call with Hiring Manager (15 to 30m, live) A technical screen where we pair in our actual codebase (1h, live) Three non-coding interviews that focus on product thinking, technical design, and infrastructure (3h 15m, live can be split across multiple days) Depending on our leadership team’s bandwidth, we may start with an additional 30m screen with a recruiter. Your hiring manager will be your main point of contact and prep you for interviews. Each round will have written guidance so you know what to expect (you’ll need minimal preparation). You’ll meet 4 to 6 people in engineering (with 5-15 minutes in each interview to ask them questions). If we don’t give an offer, we’ll provide feedback! Your First Three Months at Ashby We want an exceptional onboarding experience for every new hire. At Ashby, your dev environment is set up with a single script, you push your first product change on day one, and you spend the rest of your time shipping product changes that give you a tour of our codebase and best practices.

Job Description:\n\nHi 👋🏾 I’m Abhik, Ashby's Co-Founder and VP of Engineering. We’re looking for a versatile, persistent product engineer who’s not afraid to set up reusable building blocks across the stack and advocate for the time and space to do so. At Ashby, all our engineers ship features end-to-end at a high pace. Example is the best leadership. We’ll give you the room to do your best work, and you'll be our guide! If that speaks to you, read on. What Ashby gives you in return is the best of both early and growth-stage environments. The agency and no-nonsense of a seed startup: you write product specs, make product and design decisions, and build in an almost-no-meeting culture. While also the product-market fit and scale of a growth-stage startup: tens of thousands of daily users who depend on your software and eagerly await your next feature. We have notable customers like Notion, Linear, Shopify, and Snowflake. Our growth and retention metrics are best-in-class among our peers: we have tens of millions in ARR, growing >100% year over year, very low churn, and many years of runway. We’ll share more details once we meet. You’ve probably seen this role posted before, and it’s because we’re always expanding the team (we’re on track to double this year). We’re bubbling with ideas on how to support Talent Acquisition through software, and we’ve started the journey of building products beyond Talent Acquisition. We read every application and aim to respond to yours within 3-4 days (often sooner). About the Role and How We Work Our engineering culture strives to recreate the environments where we did our best work as ICs – where we had the ownership and agency to impact our users with creative and innovative software. I started my career building software for artists in the Visual Effects industry. It was a formative experience for me as a software engineer because success relied on my ability to be a product manager and designer. I talked to artists to understand their needs. I came up with ideas. I did industry research, designed interfaces, and prototyped ideas. I watched artists use what I built and decided what to tackle in the next iteration. No daily stand-ups, no t-shirt sizing, no planning meetings. I studied computer science to solve problems, not tickets, and this felt exactly like that. I not only felt creative and fulfilled but the agency and ownership we were given as engineers powered an incredible amount of innovation. Innovation came differently (or not at all) at technology startups beyond the seed stage, often through an engineer’s force of will and ability to push back against culture (rather than any encouragement from it). Engineering was narrowed to implementation and delivery, partly due to the influence of other departments and partly due to the influx of "Agile" processes like sprint planning. In those companies, I felt like a JIRA jockey. At Ashby, we’re building an environment that is optimistic about what engineers can own and achieve. An environment that embraces innovative engineers, and, frankly, often stays out of their way. As a Product Engineer, you’ll take ownership over a large portion of one of our products and own projects end-to-end (wearing hats traditionally worn by product and design). You’ll research competitors, write product specs, make wireframes, and more. To ground it with examples, product engineers at Ashby have: Designed and built automated interview scheduling. This feature automates scheduling by calculating possible times from a pool of interviewers and other constraints, and then presenting these times to the candidate for selection via our responsive web app. This solves the “Calendar Tetris” problem I talk about in "What We're Building." Built a generalized declarative filter architecture that allows users to create complex filters for any record with a consistent UI and compile it to SQL in our backend. Many user-facing features use it. Specced, designed, and implemented a feature that allows users to complete signing offers entirely within Ashby. This project involved talking to customers to understand their requirements, deciding what technologies to use, building a prototype, and working with other team members to integrate the final implementation into additional features. What We’re Building As engineers, we are used to tooling that makes us better at what we do. When we started Ashby, we saw the opposite with Talent Acquisition software. Recruiting teams were leveling up how they did their work, but instead of software meeting this new standard, it held them back. Scheduling a final round is an excellent example. Recruiting teams wanted to schedule candidates faster, track interviewer preparation and quality, and do it with half the headcount. A recruiter needed to manually collect availability from the candidate, identify qualified interviewers, perform “Calendar Tetris” to find who is available to interview the candidate, schedule on the earliest date possible, and make any last-minute adjustments as availability changed. They must do this while considering the interview load on each individual and whether interviewers need to be trained and shadowing others. 🥵 TA software didn’t help. As hiring managers, we know TA is a critical function, and as engineers, we know software can do better. So, we built and continue to build Ashby to give TA teams the highest standard of tooling. Software that’s intelligent and powerful. Software that provides insights into where they’re failing and automates or simplifies many of the tasks they’re underwater with. We want other functions and departments to be jealous of what TA teams can do with Ashby, and today they often are! Why You Should or Shouldn’t Apply Software engineers come in many flavors, not all of which fit our model. Here are some things to help you decide if this fits you and what you’re looking for: You’re not afraid to tackle any part of a technology stack. You do what’s necessary to successfully deliver a feature, whether writing frontend or choosing new infrastructure. We’ll provide a supportive environment to do it successfully (e.g., design system, SRE team). You’ve tackled projects with a lot of product and technical ambiguity, and you thrive at the intersection of the two. We’re not building a simple CRUD app, and many of the challenges we tackle require you to use your knowledge of our customers to build powerful abstractions and flexibility in the system to solve a class of problems. You know how to strike the right balance between speed and quality. Ashby wasn’t built quickly. We took four years to launch publicly because convincing customers to switch required a high-quality product. However, time isn’t infinite, especially for a startup, so we still move with urgency—we’ve built the equivalent of three or more VC-backed startups with a very small team. You are ambitious and always looking to improve your skills. For most engineers, this role will give you more freedom and responsibilities than you’ve experienced in the past. To thrive (and level up), you’ll need to be open to feedback (and we give lots of it). You’re an excellent collaborator and communicator. Ownership and freedom don’t mean you work in a vacuum. You’ll need to vet your decisions with the appropriate stakeholders, keep them up to date when necessary, and work with other engineers to get your projects across the finish line. Clear and concise communication helps a lot here! You seek to create leverage in your work. The nature of software is that you can often automate or abstract what would be tedious, time-consuming work. Your impatience usually leads to new abstractions, tools to allow Support to debug before Engineering, new lint rules to prevent common bugs, etc. Put another way, you shouldn’t apply if: To you, a tech lead, staff, or principal engineer is someone who spends most of their time project managing or doing architecture reviews. Our most tenured engineers spend most of their time building, and we often trust them with our most challenging problems. While they lead product and technical areas and help other engineers plan their most challenging work, it’s not a requirement, nor do engineers need their sign-off. You need company-driven process and structure to get your projects across the finish line. Sprint planning and well-defined project management processes are things you need or look to others to lead. You’d rather focus on the technical details and challenges. You only want to do exciting work. We’re building a team of kind, collaborative folks. Customer issues and investigations are distributed across the team, including our high-level ICs. You can get lost in the details. Once you start implementation, it can be hard to take a step back and think about the project as a whole. You like everything to be planned upfront. You haven’t led or taken ownership of projects before. You’re used to working with tech leads and taking on tasks distributed by them. You want to mentor earlier-career engineers. We rely on engineers owning their projects, so we need engineers with that experience. This requires the team to be reasonably tenured. More than 90% of the team would be considered Senior or above in the industry today, so mentorship opportunities are very limited. Engineering Culture Our engineering culture is motivated by Benji’s (my Co-founder and CEO) and my belief that a small, talented team, given the right environment, can build high-quality software fast (and work regular hours!). We do it through: Minimal process with ownership over decisions normally made by product and design Natural collaboration and deliberate communication Investing in tools and abstractions that give us leverage Putting effort into building a diverse team Minimal Process & Lots of Ownership The best engineers we’ve worked with delivered reliably magical outcomes. They took customer problems and relentlessly drove them to solutions that were not only successful but often brilliant and creative. While they did this with minimal oversight, stakeholders were never in the dark as to what was going on, and no setback was a surprise. Traditional product-development processes aren’t meant for the best engineers. Their purpose is to create consistent outcomes regardless of the engineer’s skill. But, consistency comes at the expense of an engineer’s time and freedom—both ingredients necessary to generate those magical outcomes. As a result, process stifles the best engineers and doesn’t give others the opportunity to practice the behaviors that made the best engineers the “best.” At Ashby, we want to build an environment that encourages every engineer to be their best. So, at Ashby, every Engineer runs their project. Product Managers (and Designers) build strategy, do customer research, and hand off problem briefs to Engineers. Engineers take on the rest: they research the problem, write product specs, build wireframes, and implement their solution end-to-end. We rely on engineers, not process, to push information outward to the relevant folks (e.g., Product Managers) and pull folks in to help (e.g., Designers, Infra). It’s a new level of ownership for many engineers, but we’d rather an engineer fail a bit and coach up their skills than use process as a crutch. Not everyone succeeds in our culture, but those who do thrive. Collaboration is Natural & Communication is Deliberate Our engineering team consists of lifelong learners who are talented but also humble and kind (meet them here!). These attributes create an environment where collaboration happens naturally. We combine this with research, prototyping, and written proposals to see around corners and get feedback from the team across time zones. Focus time is something that we hold sacred, and, with thoughtful and deliberate communication, engineers are in <2h meetings per week (I wrote about it here). To drive it home, here's a recent calendar of an engineer who has been with us for over 4 years: We also meet in person at least twice a year, once as a department and once as a company. You also have a small budget to meet up with folks in your city/region. Increase Leverage, not Team Size We built Ashby with the quality, breadth, and depth that many customers would expect from much larger teams over larger time scales. We’ve done this through investment in: Great developer tooling. Our CI/CD takes ~10m, and we deploy at least 15x a day. A debugger that works out of the box. Everyone on the team has contributed to our developer experience 💪🏾. Building blocks to create powerful and customizable products fast. At the core of Ashby is a set of common components (analytics modeling and query language, policy engine, workflow engine, design system) that we constantly improve. Each improvement to a common component cascades throughout our app (short video below). Here’s an impromptu quote from Arjun in our company Slack of what it’s like to build a feature at Ashby: And a demo of one of these building blocks: Put Effort into Diversity Diverse teams drive innovation and better outcomes. Having seen my mother and partner build their careers as minority women in non-diverse fields, I want to make sure Ashby creates opportunities for the next generation of engineers from underrepresented groups. Today, 21% of engineers at Ashby are from underrepresented groups. It’s not great, and we are taking conscious steps to improve, like sourcing diverse candidates, providing generous paid family leave, no leetcode interviews, and more. Interview Process At Ashby, our team and interview process want to help you show your best self. We’ll dive into past projects and simulate working together via pair programming, writing product and tech specs collaboratively, and talking through decisions. There are no leetcode or whiteboard exercises. Our interview process is three rounds: Introduction call with Hiring Manager (15 to 30m, live) A technical screen where we pair in our actual codebase (1h, live) Three non-coding interviews that focus on product thinking, technical design, and infrastructure (3h 15m, live can be split across multiple days) Depending on our leadership team’s bandwidth, we may start with an additional 30m screen with a recruiter. Your hiring manager will be your main point of contact and prep you for interviews. Each round will have written guidance so you know what to expect (you’ll need minimal preparation). You’ll meet 4 to 6 people in engineering (with 5-15 minutes in each interview to ask them questions). If we don’t give an offer, we’ll provide feedback! Your First Three Months at Ashby We want an exceptional onboarding experience for every new hire. At Ashby, your dev environment is set up with a single script, you push your first product change on day one, and you spend the rest of your time shipping product changes that give you a tour of our codebase and best practices.

As the asset management arm of State Street Corporation, State Street Investment Management has served the world's governments, institutions and financial advisors for over four decades. The OCIO team is part of State Street Investment Management Investment Solutions Group ("ISG"), a global multi-

We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Overview: The team you will be joining is a part of State Street Investment management, one of the largest asset managers in the world that provides services to the wo

Week Paid Sabbatical after 10 years of service (and every 5 years thereafter). Company Match up to 6% of pay after 6 months of service. Job Responsibilities ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment manag

Supplemental Health Care is seeking a travel Cath Lab Technologist for a travel job in Boston, Massachusetts. • Specialty: Cath Lab Technologist, • Discipline: Allied Health Professional, • Start Date: ASAP, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, days, • Employment Type: Travel Job Description: Qualifications: • ARRT, • American Heart Association BLS, • Minimum 1 year of Cath Lab experience, • Attention to detail and strong communication skills, • May need RCIS (Registered Cardiovascular Invasive Specialist) certification Cardiac Catherization Cath Lab Technologist Contract Details: • $2,214 - $2,496 per week *Estimated, • 12-week contract with possibility to extend, • Hospital setting, • Weekly pay, • Travel pay packages including housing and meals allowance are available* What You'll Be Doing: • Monitor patients' vital signs during tests, • Work with various types of cardiac equipment, • Assist in the administration of catheterization, • Management of supplies and devices What We Offer: • Full medical, dental, vision, life, and even pet insurance!, • Round the clock support. No matter where you are or what time it is, Supplemental Health Care is standing by., • SHC's Share the Care referral program is the most dynamic, profitable referral program in the industry., • 401k Retirement Savings Program to both full-time and part-time employees with a wide range of investment options., • Discounted and free online access to CEU courses through Supplemental University. Ready to take the next step? Apply today for this Cardiac Catherization Cath Lab Tech position or connect with our team to explore all available opportunities in Massachusetts and nationwide. Estimated weekly payment may include both taxable wages and tax-free reimbursements for meals, housing, and incidentals: Please speak with a recruiter for details. Equal Opportunity Employer: Supplemental Health Care is an Equal Opportunity Employer, including disabled/veterans. SHC is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Contractor, please send an e-mail to or call to let us know the nature of your accommodation request and your contact information. Criminal Histories: Supplemental Health Care will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state, or federal law (including San Francisco Ordinance #131192, Los Angeles Municipal Code 189.00, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). For this type of employment, Kentucky state law requires a criminal record check as a condition of employment. Privacy Policy: For a copy of the Supplemental Health Care Privacy Policy, please visit Supplemental Health Care Job ID #1409839. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Cardiac Catherization Cath Lab Technologist - Boston, Massachusetts At Supplemental Health Care, a simple belief in the power of caring guides a unique commitment to world-class service in healthcare staffing. For 40 years, we’ve supported talented professionals pursuing their life calling in hospitals, schools, home health, corrections, behavioral health, and other settings. At SHC, we inspire vital connections and enrich lives and inspire better outcomes. As recipients of the Best in Staffing Awards for both Client and Talent, Supplemental Health Care is proud to be among only 2% of staffing companies singled out for the distinction based on the real feedback of our employees and the clients we serve. SHC has also earned The Joint Commission’s Gold Seal of Approval and is named among the Largest Health Care Staffing companies in the United States by Staffing Industry Analysts. We are also thrilled to recognize our very own SLP, Dr. Kelly Byrd as the American Staffing Association 2024 ___ and Health Care Sector All-Star. We’re honored to connect Dr. Byrd to employment, share her incredible story, and support her family literacy nonprofit. For everyone that we serve, SHC is the place where caring hearts thrive. • Referral bonus, • Benefits start day 1, • 401k retirement plan, • Continuing Education, • Discount program, • Health savings account

Supplemental Health Care is seeking a travel Cath Lab Technologist for a travel job in Boston, Massachusetts. • Specialty: Cath Lab Technologist, • Discipline: Allied Health Professional, • Start Date: ASAP, • Duration: 13 weeks, • 40 hours per week, • Shift: 10 hours, days, • Employment Type: Travel Job Description: Qualifications: • ARRT, • American Heart Association BLS, • Minimum 1 year of Cath Lab experience, • Attention to detail and strong communication skills, • May need RCIS (Registered Cardiovascular Invasive Specialist) certification Cardiac Cath Lab Technologist Contract Details: $2,140 - $2,393 per week *Estimated 13-week contract with possibility to extend Hospital setting Weekly pay Travel pay packages including housing and meals allowance are available* What You'll Be Doing: • Monitor patients' vital signs during tests, • Work with various types of cardiac equipment, • Assist in the administration of catheterization, • Management of supplies and devices What We Offer: • Full medical, dental, vision, life, and even pet insurance!, • Round the clock support. No matter where you are or what time it is, Supplemental Health Care is standing by., • SHC's Share the Care referral program is the most dynamic, profitable referral program in the industry., • 401k Retirement Savings Program to both full-time and part-time employees with a wide range of investment options., • Discounted and free online access to CEU courses through Supplemental University. Ready to take the next step? Apply today for this Cardiac Cath Lab Tech position or connect with our team to explore all available opportunities in Massachusetts and nationwide. Estimated weekly payment may include both taxable wages and tax-free reimbursements for meals, housing, and incidentals: Please speak with a recruiter for details. Equal Opportunity Employer: Supplemental Health Care is an Equal Opportunity Employer, including disabled/veterans. SHC is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Contractor, please send an e-mail to or call to let us know the nature of your accommodation request and your contact information. Criminal Histories: Supplemental Health Care will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state, or federal law (including San Francisco Ordinance #131192, Los Angeles Municipal Code 189.00, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). For this type of employment, Kentucky state law requires a criminal record check as a condition of employment. Privacy Policy: For a copy of the Supplemental Health Care Privacy Policy, please visit Supplemental Health Care Job ID #1409913. Pay package is based on 10 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Cardiac Cath Lab Tech Technologist - Boston, Massachusetts At Supplemental Health Care, a simple belief in the power of caring guides a unique commitment to world-class service in healthcare staffing. For 40 years, we’ve supported talented professionals pursuing their life calling in hospitals, schools, home health, corrections, behavioral health, and other settings. At SHC, we inspire vital connections and enrich lives and inspire better outcomes. As recipients of the Best in Staffing Awards for both Client and Talent, Supplemental Health Care is proud to be among only 2% of staffing companies singled out for the distinction based on the real feedback of our employees and the clients we serve. SHC has also earned The Joint Commission’s Gold Seal of Approval and is named among the Largest Health Care Staffing companies in the United States by Staffing Industry Analysts. We are also thrilled to recognize our very own SLP, Dr. Kelly Byrd as the American Staffing Association 2024 ___ and Health Care Sector All-Star. We’re honored to connect Dr. Byrd to employment, share her incredible story, and support her family literacy nonprofit. For everyone that we serve, SHC is the place where caring hearts thrive. • Referral bonus, • Benefits start day 1, • 401k retirement plan, • Continuing Education, • Discount program, • Health savings account

Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors. Project management experience with proven ability to organize and coordinate multiple projects simultaneously an

Job DescriptionSalary: The Vice President (VP) is primarily responsible for managing the execution of M&A, private placements, and capital raising transactions. This role serves as the main point of coordination for transaction processes, client relationships during live deals, and overseeing internal deal teams. While providing support in select origination activities, the VPs core focus is to ensure quality and effective collaboration. Additionally, the VP will mentor Associates and Analysts, supporting team development and efficiency. Key Responsibilities: Support the development of junior staff and provide feedback on performance in coordination with senior leadership. Qualifications: Education: • Bachelors degree in Finance, Economics, Accounting, or related field required., • Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution., • Proven track record in managing M&A deals, private placements, and capital raising transactions., • Experience mentoring junior team members. Technical Skills: • Advanced financial modeling and valuation expertise (Excel)., • Strong proficiency in PowerPoint for client-facing materials., • Familiarity with financial databases, • Deep understanding of deal structuring, transaction processes, and regulatory considerations. Certifications/Licensure: FINRA SIE, Series 63 and 79

Job Description EXECUTIVE VICE PRESIDENT Our client is currently seeking an Executive Vice President who will oversee a portfolio of housing communities. This senior leadership role involves managing the operational performance and profitability of the portfolio, while overseeing a team of three Regional Managers and directly supervising properties. WHAT YOU'LL DO • Strategic Leadership: Set performance objectives and create tactical plans to maximize financial performance, enhance tenant satisfaction, and promote employee engagement., • Operational Management: Oversee property operations, ensuring compliance with policies and regulations, managing budgets, driving occupancy, and ensuring maintenance standards are met., • Team Development: Lead and support Regional Managers and site teams, fostering a culture of collaboration and accountability., • Resident Experience: Enhance resident satisfaction and retention through effective community programming and addressing concerns., • Collaboration and Reporting: Work closely with internal teams to achieve property goals and provide regular performance reports to stakeholders. WHY YOU MATTER, • Create and implement business plans that align with the investment goals., • Analyzing market trends, identifying opportunities for value enhancement, and making informed decisions to maximize returns., • Deep understanding of financial analysis, including budgeting, forecasting, and performance reporting., • Adept at controlling expenses, optimizing revenue streams, and maximizing the property's net operating income (NOI)., • Accurately assess the financial health of the asset and identify areas for improvement., • Anticipate potential challenges and take proactive measures to mitigate risks., • Informed about market conditions, regulatory changes, and industry best practices., • Identify and implement strategies to increase the property's value, such as renovations, upgrades, and improved amenities., • Focus on enhancing the tenant experience to improve occupancy rates and resident retention. WHAT IT TAKES, • 13+ years in multifamily property management, with at least 10 years in a leadership role, managing medium to large portfolios., • Strong expertise in financial analysis, operational planning, and market trend analysis. Proficiency in Yardi Affordable software and other management tools., • Exceptional communication and leadership skills to manage diverse teams and inspire excellence., • Bachelor’s degree in a relevant field, with a real estate license and industry certifications (e.g., CPM, CAPS, CAM) preferred., • Strong understanding of housing regulations and willingness to travel across the company’s operating footprint.

Job Description REGIONAL VICE PRESIDENT Our client is currently seeking a Regional Vice President who will oversee all operations within their assigned portfolio, balancing the needs of the company, owners, and team. This position requires strong leadership, excellent communication skills, and the ability to manage a portfolio valued at over $100 million. The RVP will be the primary contact with clients and will represent our client's culture, objectives, and values across the portfolio. This senior leadership role is responsible for setting strategy, goals, and objectives for a portfolio of properties. WHAT YOU'LL DO • Leadership and Strategy: Lead and manage a team of Regional Managers, ensuring alignment with the company’s strategy and owners' goals., • Financial Management: Oversee financial performance, including budget creation, P&L management, and regular portfolio performance reviews., • Operations and Reporting: Ensure the successful execution of community performance goals, manage required reporting, and conduct operational reviews for improvement., • Talent Management: Handle hiring decisions, salary administration, and team development to build a high-performing management team., • Client and Relationship Management: Build and maintain relationships with clients, investors, vendors, and other stakeholders while representing our client in various meetings and events., • Innovation and Best Practices: Identify and implement new technologies, trends, and processes to optimize performance and profitability., • Acquisitions and Business Development: Assist in acquisitions, due diligence, and identifying new business opportunities. WHY YOU MATTER, • Create and implement business plans that align with the investment goals., • Analyzing market trends, identifying opportunities for value enhancement, and making informed decisions to maximize returns., • Deep understanding of financial analysis, including budgeting, forecasting, and performance reporting., • Adept at controlling expenses, optimizing revenue streams, and maximizing the property's net operating income (NOI)., • Accurately assess the financial health of the asset and identify areas for improvement., • Anticipate potential challenges and take proactive measures to mitigate risks., • Informed about market conditions, regulatory changes, and industry best practices., • Identify and implement strategies to increase the property's value, such as renovations, upgrades, and improved amenities., • Focus on enhancing the tenant experience to improve occupancy rates and resident retention. WHAT IT TAKES, • Minimum of 10+ years in multifamily, multi-location property management with a proven track record in leadership and successfully managing high-visibility or performance-challenged properties., • Strong business acumen, financial management, and communication proficiency. Ability to influence and coach teams and stakeholders., • A bachelor’s degree in real estate, management, finance, or a related field, or 10 years of multi-location management experience. CPM certification preferred., • Strong understanding of local and federal laws, including Fair Housing and Landlord-Tenant Laws., • Strong leadership, adaptability, and interpersonal skills with a passion for team building and achieving high expectations.

The Human Resources Coordinator will support a collaborative and cross-functional HR team in facilitating HR processes, programs, and initiatives. This role provides broad exposure across multiple areas of Human Resources and the opportunity to build a strong foundation in the field.

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR AeoROJ3HE7

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals., • Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Drive business development efforts through client referrals, strategic networking, and community engagement., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Support the Private Wealth Management team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention., • Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing tax, wealth management or financial planning experience., • Deep expertise in holistic financial planning, including investments, retirement, tax, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionWhy Great Gray?At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The RoleThe Retirement Plan Consultant (Hybrid Wholesaler) on the Sales Team is responsible for actively engaging with existing and prospective clients through outbound calls to promote and sell Great Gray solutions, while also managing existing client relationships. This role offers the opportunity to enhance sales through uncovering larger opportunities in collaboration with external sales team members, attending client events, and leveraging CRM tools to track and develop client relationships. The flexibility to travel and innovate on sales strategies is essential for success in this dynamic and client-focused position LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.Responsibilities • Initiate outbound telephone calls to existing and prospective clients to position, promote, sell Great Gray solutions as well as communicate ongoing updates in an effort to develop future business, • Own relationships with advisor clients within defined territory/geography, • Opportunity to sell through uncovering larger opportunities and partnering with an external sales team member, • Answer inbound calls, discuss solutions, and identify selling opportunities, • Open to travel with external sales team members, • Opportunity to attend and support client events or conferences as a representative of the company, • The flexibility to promote your own sales ideas and identify new opportunities/methodologies to maximize sales, • Utilize client relationship management (CRM) database software applications and other departmental databases to track client interactions and progression of client relationships, • Complete other related duties as assignedQualifications & Experience, • Bachelor's degree and 1-3 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, • Strong problem-solving skills and effective listening skills, • Strong verbal and written communication skills, • Strong interpersonal skills, • Intermediate computer skills including familiarity with Microsoft products and CRM database software applications, • High degree of ambition, motivation, and self-determination; self-starter/go-getter, • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively, • Comfortable navigating ambiguity

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD PlatformWhy Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR glPH2ZOERU

Job DescriptionSalary: Unique Compensation Model Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote) Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support. Job Title: Registered Representative Wholesaler Position Summary: The Registered Representative (Wholesaler) is responsible for driving sales of the firms investment products through financial advisors, broker-dealers, RIAs, and other distribution partners. This role focuses on building strong advisor relationships, delivering product education, and generating new business within an assigned territory, while maintaining compliance with FINRA and other regulatory requirements. Key Responsibilities: • Develop and execute a business plan to meet or exceed sales targets., • Build and maintain relationships with financial advisors, broker-dealer reps, and other intermediaries to promote the firms investment products., • Conduct sales meetings, product presentations, and client events to drive product adoption., • Partner with internal wholesalers to maximize advisor coverage and sales opportunities., • Provide investment, product, and market updates in line with compliance guidelines., • Identify and cultivate new distribution opportunities within assigned territory., • Maintain accurate records of advisor interactions and sales activities in CRM systems., • Collaborate with marketing, product management, and compliance teams to ensure consistent messaging and adherence to regulations., • FINRA Series 7 and 63 required; additional state registrations as needed., • Bachelors degree in Finance, Business, Marketing, or related field., • 5+ years of investment sales, wholesaling, or financial services experience., • Strong knowledge of alternative investments and private placements., • Proven track record of meeting or exceeding sales goals., • Excellent presentation, relationship management, and negotiation skills., • Experience working with both warehouse and independent broker-dealer channels., • Established advisor network in assigned territory., • Comfort using CRM and sales tracking tools. What Youll Do: • Serve as a trusted strategic partner to clients across disciplines, • Collaborate with a national team of professionals to deliver holistic, client-first solutions, • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing), • Drive business development with support from our marketing, ops, and leadership teams Were Looking for: • Senior-level professionals with 6-10+ years of experience, • Entrepreneurs at heartwho want freedom, purpose, and results over red tape, • Proven rainmakers or strategic leaders ready to grow a book of business, • Mission-aligned individuals energized by innovation and impact, • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM. For more information about the company please visit ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]., • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.

Job Description Elevate your career. Empower clients. Shape your future. We’re looking for an experienced life agent, wealth advisor, or registered representative ready to take their practice to the next level of success. At New York Life, you won’t just grow your book of business—you’ll join a team of accomplished professionals committed to mentoring you and helping you achieve your fullest potential. Your Support Network You’ll have access to: • A dedicated mentor to guide your professional journey., • A sales development manager to help you refine and expand client strategies., • Product consultants to ensure you’re offering the most relevant solutions., • NYLIC University—New York Life’s renowned training program, offering a blended-learning curriculum tailored to your development at every career stage. Ready to Specialize? With New York Life, you’ll have a clear, supported path to becoming a subject matter expert. Through our exclusive partnership with The American College of Financial Services, you can deepen your expertise in one of our key practice tracks: • Financial Guidance, • Retirement Planning, • Wealth Advisory, • Business Solutions, • Estate Planning Who We’re Looking For • Licensed Life/Health Agents, • Registered Representatives, • Investment Advisor Representatives What We Offer Your hard work is valued—and rewarded. With performance-based compensation directly tied to sales success, you’ll enjoy significant income potential. Our comprehensive benefits package for eligible full-time agents includes: • Health, Dental, Life, and Disability Insurance, • 401(k) Plan, • Defined Benefit Pension Plan (subject to eligibility and vesting requirements), • Reimbursement for select industry designations About New York Life New York Life is a Fortune 100 company with a proud 175+ year history of helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we are accountable only to our policyholders—not Wall Street—allowing us to focus entirely on the long-term success of clients. Join us. Be the trusted partner clients deserve—and the professional you aspire to be. Compensation: $90,000 - $120,000 yearly Responsibilities: • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies., • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed., • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning., • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning., • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.Qualifications:, • 3+ years of experience in financial planning or a related field., • Life and Health Insurance License., • Strong background in financial analysis and risk management., • Excellent interpersonal and communication skills., • SIE, Series 6 or 7, and Series 63 preferred., • Must be authorized to work in the United States.About Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $125,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needsQualifications:, • Relationship management skills are required, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clientsAbout Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

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 Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • 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 up to USD 80-100K per year;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 401K retirement match up to 4%;, • 15 days of PTO;, • Hybrid setting; 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 CbDpBhuxHt

Job Description POSITION: Chief Philanthropy Officer RESUME AND COVER LETTER WILL BE RECEIVED UNTIL THIS POSITION IS FILLED ORGANIZATION DESCRIPTION: IBA-Inquilinos Boricuas en Accion empowers and engages individuals and families to improve their lives through high-quality affordable housing, education, and arts programs. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Fundraising Strategy & Execution -Develops and manages annual fundraising strategies and campaigns to secure financial support from individuals, foundations, corporations, and government sources. -Cultivates and maintain relationships with current and prospective donors; supports the CEO in major donor cultivation and solicitation. -Plans and oversees fundraising events, appeals, and capital campaigns, including engaging consultants. Planning, Writing, & Reporting -Collaborates with leadership to develop financial strategies and ensure revenue meets program budgets. -Leads grant proposal development and reporting, ensuring timely and accurate submissions. -Generates the Annual Report and maintain clear communication with the finance team regarding grants and gifts. Data Management & Monitoring -Oversees data entry and gift processing in Salesforce, ensuring integration with donation platforms. -Monitors fundraising trends and prepares monthly reports for senior management and the board. -Coordinates with staff to track and follows up on donor leads. -Oversees the annual cultivation and distribution of Community Investment Tax Credits (CITC) for donors. Additional Responsibilities -Participates in key organizational events (e.g., Three Kings Day, Membership Drive, Festival Betances) and manages donor cultivation and engagement events planning. -Maintains efficient fundraising processes and handles ad hoc duties as needed, demonstrating strong problem-solving and decision-making skills in a fast-paced environment. SKILLS / QUALIFICATIONS: • Bachelor's Degree in nonprofit management, business, social/human services or related field; master's degree preferred., • Minimum seven years of demonstrated success in planning, managing, implementing, and securing funds, especially major gifts., • Major campaigns experience preferred., • High degree of computer literacy with excellent knowledge of word processing, spreadsheets and PowerPoint required., • Ample experience with Salesforce or other CRMs required., • Outstanding project management and organizational skills, with the necessary attention to details to drive complex, multi-faceted projects forward and on time., • Excellent verbal and written communications skills., • Highly positive and enthusiastic style; capable of motivating others., • Experience working in an urban community with a diverse population. IBA is proud to offer very competitive $150,000-$165,000 annualized salary, commensurate with experience, and a robust benefit plan that includes an 80/20 premium cost share for comprehensive health, dental and vision insurance; a generous HRA provided by the company ($9,450 or $18,900 based on single and family coverage) and other built in supports that significantly reduces or eliminates out of pocket medical expenses. We offer a 403b plan with annual employer contribution, generous paid time off and free parking (limited availability). Work Culture: IBA is located in Boston's historic South End in the multiculturally rich community of Villa Victoria. We value teamwork and collaboration, believe in developing leaders and foster a culture of excellence. Our commitment to inclusion, equity, empowerment and community building is inherent in IBA's mission, imbedded in our values and demonstrated in the ways we work together to achieve mission impact and outcome goal. To submit an application, please use this link: ibaboston.isolvedhire.com As an EOE/AA employer, IBA will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, sexual orientation, gender identification, veteran, or disability status.

Job DescriptionAbout Matrix As company builders turned investors, we know the startup ecosystem from all angles. We've been doing this for 40+ years and have seen many trends come and go. Our focus on company building and long-term relationships with founders endures—because we care about them and their success is ultimately what matters. We're excited by good ideas that, when supported properly, can make a big impact in the world. We find these ideas by rejecting conventional wisdom, spotting potential early, and having the conviction to back founders before it's evident to everyone else. About the role We are looking to bring on an Investment Partner. In this role, you will source and evaluate technology startups for investment. Often, the company at that point will consist of little more than a founder with an idea or a prototype. We think those who do well in this job develop unique, high-trust relationships with strong founders. The Investment Partner will work side by side with each of the partners at Matrix, spending time to understand their areas of expertise and work to support them collectively. Additionally, you will be expected to form your own investment thesis, debate this thesis in the larger group, then engage, diligence, champion, advise, and help the highest-potential startups in that area. You should be extremely comfortable evaluating technology projects independently. We will teach you the rest – valuation metrics, term sheets, Board meetings, etc. Our goal is that people who start in this role will over time grow into senior leaders in the firm. Requirements • Technical background, e.g. computer science degree or self-taught. You have built products in the past., • 2-5+ years of experience in a product role (engineering, design, product management) at a high-growth technology company., • Deeply embedded in the startup world., • Unique perspective, experience, or subject matter expertise that makes founders seek you out and helps you win in competitive situations., • You thrive in an ambiguous environment with no playbook., • Ability (and energy) to create high-quality online content. Can build a presence and voice online.Responsibilities, • Source and engage extraordinary startups for Matrix to back., • Conduct deep primary research for due diligence purposes, leveraging industry expert references, prospective customer calls, and data analysis., • Present complex concepts with incomplete information in a digestible and actionable format to aid in decision-making., • Form your own, independent opinion and debate it vigorously in the partnership. 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 DescriptionWhy Great Gray?At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The RoleGreat Gray is looking to add a Brand Engagement Marketing Specialist to our Marketing team. The Brand Engagement Marketing Specialist will support both Great Gray Trust Company and Retirement Plan Advisory Group (RPAG) businesses, with an emphasis on RPAG. This role will act as a community builder, shaping how our brands connect with financial advisors. The specialist will help the organization build engagement campaigns thoughtfully through digital content, social media, and events that reflect company values and stimulate the advisor community. From short-form video editing to national conference support, the specialist’s work will amplify the voices of our brands, strengthen advisor relationships, and share our culture in the market. LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer. Responsibilities · Social Media Management & Strategy: Partners with the Director of Marketing to manage and grow the organization’s social media presence, with an emphasis driving LinkedIn and YouTube growth while exploring opportunities additional platforms such as Instagram and Twitter. Co-leads content planning from ideation to execution, including scheduling and performance tracking, with a focus on elevating engagement through strategic video content editing and podcast promotion, particularly to generate subscriber growth for the Gray to Great podcast series.· Market Expertise: Develops deep knowledge of the retirement plan advisory industry and serves as a market expert.· Content Development: Creates compelling, brand-aligned short-form content across channels including blog posts, social media, email campaigns, and web assets. Applies editorial judgment and marketing best practices to ensure consistency in tone, voice, and messaging.· Event/Project Coordination: Drives logistics and execution for high-impact industry events and company-sponsored activations. Owns timelines, vendor coordination, and cross-functional collaboration to ensure seamless delivery of webinars, conferences, and customer-facing experiences. Proactively generates new ideas for experiences that increase share of wallet.· Integrated Marketing Campaign Support: Contributes to the planning and rollout of multi-channel campaigns. Supports asset development, campaign scheduling, and project tracking to ensure timely and effective execution.· Operational Support: Provides administrative support to the Marketing team by organizing files, scheduling meetings, preparing reports, and maintaining an updated list of project progress and due dates.· Learning and Development: Stays current on marketing trends, tools, and technologies, bringing fresh ideas to the team. Actively seeks opportunities to expand skills through hands-on experience and team collaboration.· Best Practices/Recommendations: Shares best practices and insights to help refine workflows and enhance team efficiency. Approaches project with an entrepreneurial mindset, making recommendations that elevate overall marketing impact.· Other related duties as assigned. Qualifications & Experience· Bachelor’s degree in a relevant field and 1–2 years of professional or internship experience in marketing, digital content, or social media management. Experience with event management is preferred.· Hands-on experience with video editing and design tools like Canva, CapCut, Riverside, or similar. · Proficient with LinkedIn and YouTube platforms with an awareness of how to drive engagement, as well as social media such as Instagram and Twitter.· Strong writing and communication skills with a keen editorial eye - particularly for brand voice. · Curiosity about financial services, the retirement industry and a desire to build industry knowledge over time.· Organization and reliability, with the ability to manage multiple projects and deadlines.· A demonstrated willingness to go above and beyond, showing eagerness to learn, share ideas, and grow into greater responsibility.· Familiarity with Microsoft Office and an openness to learning new marketing tools and analytics platforms.· Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.· Comfortable navigating ambiguity.· Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of an early-stage, high-growth organization!· Hybrid work environment· Competitive compensation package including 401(k) with elective and non-elective match opportunities· Lifestyle spending allowance program· Medical, Dental, Vision Insurance· Employer-paid life and disability insurance· Generous paid time off program Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services. Equal Employment Opportunity PolicyGreat Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor. Accommodation StatementGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at:

Job DescriptionSalary: Company Technosylva is a global leader in wildfire and extreme weather risk mitigation software. The Companys market-leading solutions, enhanced by AI and machine learning capabilities, provide real-time and predictive insights to support electric utility, insurance and government agency customers. Technosylva has provided critical solutions for the past 26 years. In 2022 the organization entered a period of significant growth and transformation with investment from TA Associates, a leading growth PE firm, scaling to about 175 employees and offering its product in over 10 countries. In 2024 General Atlantic, a leading global growth investor, announced a strategic growth investment in Technosylva to support the company in its mission. Role Overview Technosylva is seeking to hire a full time VP of Integrations to lead end-to-end integration processes for mergers and acquisitions, strategic investments, divestitures (separation management), and special strategic corporate development projects. This role involves working closely with senior leadership to develop and execute the company's M&A strategy, including identifying potential targets, outlining transaction objectives and strategic goals, participating in transaction execution, while serving as an end-to-end integration leader. This position will report directly to the Chief Growth Officer. Responsibilities: Strategic Target Alignment • Partner closely with the Chief Growth Officer to align investor-sourced opportunities with Technosylvas growth strategy and M&A criteria., • Provide integration-readiness assessments that evaluate strategic fit, market opportunity, synergy potential, and operational feasibility., • Actively participate in due diligence with a focus on identifying risks, uncovering synergies, and shaping actionable integration strategies., • Collaborate with business and functional leaders to translate due diligence findings across work streams into detailed integration plans that support deal objectives and maximize value realization., • Set the integration vision, cadence, and success measures, fostering accountability across teams and proactively removing barriers to execution., • Lead all M&A integration workstreams from strategy through planning and execution, spanning functional areas such as Finance, HR, IT, and Operations., • Partner with business and functional leaders to design and deliver robust integration plans that drive speed-to-value, ensure cultural alignment, and improve operational efficiency., • Serve as the central program leader for M&A initiatives, coordinating integration and value capture efforts across all departments., • Manage a team of internal and external project managers to ensure alignment, accountability, and on-time delivery of integration milestones, while supporting their growth and effectiveness in M&A execution., • Facilitate collaboration and clear communication across the organization to maintain momentum and alignment., • Analyze data to identify integration challenges, resolve issues, and implement improvements., • Track progress, address obstacles, and drive continuous enhancement of integration processes., • Prepare reports and presentations for senior leadership, develop communication plans for employees, and guide the cultural integration of acquired companies., • Act as a culture ambassador during integrations, fostering alignment between acquired teams and Technosylvas values., • Build and strengthen the companys M&A capability by developing repeatable processes, enhancing integration templates in Notion, and refining playbooks based on lessons learned., • Mentor and develop internal talent to deepen integration expertise and organizational readiness., • Identify and address organizational, operational, and cultural barriers to successful integration and long-term value creation., • Lead or support strategic initiatives such as competitive intelligence, market analysis, and scenario planning., • Provide executive-level insights and reporting to inform Board and senior leadership decisions on M&A and growth strategies. Required Experience/Skills: • 10+ years of professional experience, with at least three years in integration management, post-merger integration (PMI), or related strategic operations roles, preferably within a SaaS or technology company., • Proven track record overseeing multiple complex integrations from due diligence through post-close optimization, with an emphasis on SaaS-specific operational, technical, and customer considerations., • Experience managing integrations across multiple geographies, cultures, and time zones, including knowledge of international employment laws and regulatory frameworks., • Strong background in organizational change management, including stakeholder engagement, cultural integration, and communication planning., • Demonstrated ability to partner effectively with executive leadership, private equity investors, and cross-functional teams (Product, Engineering, Sales, Customer Success, Finance, HR, Legal, IT) to deliver unified integration outcomes., • Familiarity with IT systems integration, data migration, and platform consolidation in a SaaS environment., • Ability to define integration KPIs, measure performance, and adjust strategies to maximize long-term value., • Committed to ensuring customer experience continuity during integration processes., • Exceptional verbal and written communication skills, capable of engaging diverse stakeholders from board members to employees. Preferred Qualifications: • Experience working with private equity-backed companies and understanding investor perspectives on deal flow and integration., • Proven ability to build and mature internal M&A integration capabilities, including processes, governance, and team development., • Ability to operate at multiple levels of detail (multi-altitude), zooming in to resolve tactical challenges while maintaining strategic alignment across the organization., • Proven ability to work cross-functionally, solving complex problems, navigating stakeholders with differing viewpoints and priorities while being able to work independently., • Excellent communication, collaboration and interpersonal skills., • Comfort with ambiguity, willingness to learn, and engage in new projects., • Ability to work in a deadline-oriented environment and handle multiple projects simultaneously.

Job Description Liberty Bay Credit Union is one of the oldest and most established credit unions in New England with over 100 years of operations. We remain among the oldest, largest, and most highly capitalized credit unions in the United States. The Braintree-based credit union is a cooperative, non-profit financial institution that offers a full range of financial services to individuals and business members. The VP of Marketing will build and evolve the marketing function as we enter an exciting new phase of growth. This person has a unique opportunity to shape and scale the marketing strategy from the ground up—blending creativity with data, brand development with digital performance, and strategic planning – leading the execution of all campaigns. In this role, you’ll take full ownership of our marketing efforts across digital, print, and experiential channels. You’ll craft integrated, data-driven campaigns that strengthen and deliver our brand, support business objectives, and deliver measurable results throughout the member lifecycle—from acquisition to retention. This is a highly entrepreneurial role for a self-starter who thrives in ambiguity, removes obstacles to achieve outcomes, and is motivated by building measurable impact. This person is highly collaborative and will work with the business lines to support them- developing marketing strategies based on business needs– helping drive volume. Key Responsibilities: Requirements • Minimum 10 years of progressive marketing experience, ideally in financial services, branding, or performance media—with a mix of in-house and agency or media-side exposure., • Strategic, creative leader with a strong brand sensibility and the ability to drive integrated, results-oriented campaigns that reinforce and elevate brand positioning., • Self-starter with an entrepreneurial mindset, comfortable navigating ambiguity, identifying opportunities, and leading initiatives with minimal oversight., • Strong cross-functional leadership and collaboration skills, with the ability to work effectively across teams and with external stakeholders to align marketing with broader business goals., • Project management and executional excellence, with experience managing complex initiatives, cross-functional teams, and multiple deadlines in a fast-paced environment., • Experience leading a team: Proven ability to mentor and manage 1 - 2 direct reports. We offer an extremely generous benefits package: • Healthcare plan (Employer paid), • Retirement plan (401k), • Life Insurance, • Paid Time Off (vacation, sick, holidays), • Family Leave (maternity, paternity), • Short Term & Long Term Disability, • Training & Development, • Wellness Resources

Job Description EverQuote, Inc., a fast-growing technology company, is seeking a Director of Corporate Development and Strategy to join our Finance team. Reporting to the Chief Financial Officer, the Director will be responsible for leading our evaluation of potential acquisitions and partnerships, and driving key strategic initiatives to enhance growth, operational efficiency, and shareholder value. The ideal candidate thrives in a high-growth environment, has strong judgment, exceptional quantitative and analytical skills, and brings a low-ego, team-first mindset. The job description below is a summary of the role's typical functions and is not an exhaustive or comprehensive list of all possible responsibilities, tasks and duties. The role is based in our Cambridge, MA headquarters and requires a minimum of 2-3 days per week in-office. What you'll do: This newly-created and highly visible role will collaborate closely with the CEO, CFO, and senior leaders across the business to evaluate new markets, build business cases, identify and execute potential acquisitions/strategic partnerships, and manage key strategic initiatives that extend beyond the core day-to-day operations. The Director will lead EverQuote's efforts across two principal areas: Corporate Development: • Identify, evaluate, prioritize and maintain a pipeline of potential acquisition targets and partnerships aligned with corporate strategy., • Lead financial modeling, valuation analyses, and due diligence on potential targets., • Drive negotiations and ensure optimal terms and alignment with long-term objectives., • Collaborate with Legal, Finance, and operational stakeholders to execute transactions., • Develop board-level and executive presentations to support deal recommendations., • Lead cross-functional corporate initiatives to analyze new market opportunities, expand market access, and drive operational efficiencies., • Support the executive team on long-term strategic planning efforts through market research, business case development, and scenario modeling., • Serve as the project management lead on high-priority corporate initiatives involving multiple departments. You are a results-oriented finance leader with strong business acumen and judgement, who excels in a dynamic, fast-paced environment that requires you to concurrently lead and execute multiple complex projects. You are equally as passionate about building and leading an acquisition program as you are in driving key strategic initiatives to evaluate a new market opportunity or drive company-wide operational efficiency. You want to be part of a high performing team that is committed to winning and driving substantial shareholder value. • 8-12 years of professional experience required with a minimum of: (i) 3-5 years working in the technology M&A team of a top tier investment banking firm or private equity firm; and (ii) an additional 3-5 years of corporate development experience in a publicly-traded technology company., • Strategic-thinker with significant experience leading, influencing and driving priorities at the executive level, • Proven track record of successfully identifying, executing, negotiating, closing and integrating multiple acquisitions., • Able to analyze complex issues (e..g. a potential acquisition, new market, financial analyses/valuation, opportunities and risks) and succinctly summarizing your findings into a business or investment case for review by executive management or Board, • Possess excellent quantitative and analytical skills including proficiency in financial statement analysis, financial modeling and valuation experience to effectively evaluate growth opportunities, • Strong and effective written and verbal communication skills., • Demonstrated strong work ethic and a bias for action; ability to act in a decisive, urgent and committed way to achieve results; remain focused on deliverables and leverage resources to reach goals., • Bachelor's Degree in Business, Finance or Accounting required; MBA a plus. EverQuote operates a leading online marketplace for insurance shopping, connecting consumers with insurance provider customers, which includes both carriers and agents. Our vision is to be the leading growth partner for property and casualty, or P&C, insurance providers. Our results-driven marketplace, powered by our proprietary data and technology platform, is improving the way insurance providers attract and connect with consumers shopping for insurance. For more information, visit and follow on LinkedIn.

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $90,000 - $100,000 Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • 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 your 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, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • 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 DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike. About New England Financial Prudential Advisors: At New England Financial Prudential Advisors, we are committed to helping financial professionals build successful and healthy advisory practices with greater efficiency and less effort. Our mission is to become an elite financial planning firm, leading with creative solutions to attract high-net-worth clients. By partnering with advisors, we focus on elevating their businesses and supporting them in building more profitable practices. Under the leadership of Andrew Grande, Rich Marooney, and Jennifer Craig, we are proud to have expanded our offices across New England and beyond. Our teams dedication to innovation, client-centered solutions, and long-term success drives our vision. Beyond business, we are passionate about giving back to our community. Our office has supported Toys for Tots for over 10 years, raised over $30,000 in three years for the American Cancer Society through Relay for Life, and Andrew has served a decade-long commitment with the Leukemia & Lymphoma Society, including his current role as the Massachusetts state leader for public policy and advocacy. With a strong culture of community and growth, New England Financial is the place where financial professionals thrive, innovate, and make a meaningful impact. Top Reason Athletes Excel Here: • Competitive Drive: Athletes desire to excel fuels them to surpass goals and deliver excellent service., • Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively., • Goal-Oriented: Athletes focus on setting and achieving goals drives them to help clients reach financial success., • Resilience: Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career., • Teamwork and Collaboration: Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.Our Differentiators:, • Open Architecture System: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support., • Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success., • Leadership and Management Potential: Earn additional bonuses by leading and developing teams., • FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you., • Business Development Services: Back-office and administrative support to free up your time for growth., • Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success., • Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: Wealth/Financial Advisor Responsibilities: • Develop personalized financial plans covering budgeting, retirement, insurance, and education planning., • Build lasting client relationships by offering ongoing financial advice and support., • Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.An Ideal Candidate:, • Has strong interpersonal skills and a desire to help clients achieve personal financial milestones., • Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment., • Is open to career growth within both financial planning and wealth advisory services over time., • Has (or has the willingness to quickly acquire) the Following Certifications:, • Series 7, • Series 66, • Life/Health Insurance LicensePosition Benefits and Compensation:, • 401(k) with matching contributions, • Cash Balance Pension Plan, • Pension enhancement for top financial professionals, • Private office expense support, • Competitive compensation and bonuses, • Expressed payouts on Life Insurance & Annuity products, • Deferred compensation plan for eligible financial professionals, • Medical, dental, vision benefits & healthcare reimbursement account, • Life insurance, accident insurance, and disability income insurance coverage, • Mutual fund investment plan, • Business programs and conferences Disclosure Statement: During the formal interview process candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Brighton Jones is looking for a Lead Advisor to join the Boston team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. As a Boston Lead Advisor, you’ll partner with our full-service team - including investments, real estate, philanthropy, private investments, tax, and a centralized client administrative operations team - so you can focus on delivering exceptional client experiences. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”., • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning., • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor., • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team., • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients., • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”., • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth., • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your Experience:, • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm., • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis., • Unquestioned commitment to integrity in personal and professional activities., • Highly motivated with ability to function well in a fast-paced environment., • Self-starter by nature., • Excellent organizational, leadership, communication and presentation skills., • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Annual Compensation: $130,000 - $300,000 per year., • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for leadership-oriented managers hoping to advance their careers toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $80,000 - $125,000 yearly Responsibilities: • Become an associate partner on the management team after successfully completing all program requirements, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Hire and lead your own group of financial professionals while serving as an associate partnerQualifications:, • Some sales experience needed, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Experience in the financial services industry and/or insurance industry is required, • Bilingual in Spanish, Portuguese, or another language is a plus, • Most recent position involving 2 or more years of people management/business owner experience demonstrating transferable leadership capabilities, • Experience in the financial service industry with or without recruiting experience, with 3+ years full-time sales/agent experience, • MBA degree or equivalent/higher degree, • 3+ years of direct sales experience with elements of sourcing, prospecting, fact-finding, and solutioning Nice to have: • Bilingual in Spanish, Portuguese, or another language is a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Cultural market knowledge is preferred but not requiredAbout Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job Description GBFB is being represented by Byala Search LLC in the search for this role. To learn more about the position or to apply please go to Job Title: Assistant Vice President of Advancement Operations and Planning FLSA Classification: Exempt Reports to: Chief Advancement Officer Travel Required: Yes Position Summary The Assistant Vice President of Advancement Operations and Planning (AVP AOP) at The Greater Boston Food Bank (GBFB) provides proactive leadership and planning across the key functions that support fundraising and engagement at GBFB, including donor relations and stewardship, advancement data systems and reporting, prospect management and research, gift processing, and multi-year planning and performance metrics. The AVP plays a critical role in advancing GBFB’s mission to End Hunger Here by evolving the planning, processes, and capabilities of advancement operations to enable expanded digital fundraising, strengthened donor engagement and stewardship, and increased philanthropic support. The AVP AOP reports to the Chief Advancement Officer and is a member of the Advancement Senior Management Group along with the Senior Vice President of Philanthropic Partnerships, the Vice President of External Affairs, and the Assistant Vice President of Annual and Digital Giving. Across GBFB, the AVP AOP serves as Advancement’s liaison to Finance, Human Resources, Enterprise Technology Strategy and Services, and Business and Data Analytics; fostering collaboration across these areas and ensuring that shared business objectives and processes are mutually supported and delivered across GBFB. Primary Roles & Responsibilities Team Leadership and Collaboration • Lead a team of eight including five in Operations and three in Donor Relations (7.5 FTE total), • Manage direct reports in Advancement Operations and Systems and Donor Relations; provide leadership, mentorship, and professional guidance., • Working closely with the Director of Advancement Operations and Systems and the Director of Donor Relations, oversee the planning and execution of GBFB’s investment in ongoing improvements to advancement data and systems., • Develop and implement a best-in class reporting framework to support Advancement planning and decision-making, and to provide executive and governance leaders with timely reports on Advancement performance metrics., • Serve as the point person for leadership-level reporting and analysis needs, managing both recurring and one-time reports that inform progress and decision-making., • Guide the establishment of a comprehensive donor recognition and stewardship program, working with the Director of Donor Relations, Manager of Donor Relations, and Development Associate for Donor Relations and Special Events (shared reporting line with Special Events)., • Facilitate the intersection of Advancement and Finance processes, systems, and standards to guide gift processing practices., • Work closely with Advancement Operations leadership and team members to evolve gift processing capabilities to support growth and performance standards., • Oversee related external partnerships and vendors including lockbox and Salesforce enhancements., • In partnership with the Assistant Vice President of Annual and Digital Giving, oversee the execution of gift and data processing related to direct response; and in partnership with the Senior Vice President of Philanthropic Partnerships, gift processing related to event sponsorships and in-kind donations., • In partnership with the Controller, develop systems and processes to ensure Advancement CRM (Salesforce) and Finance business management tools (NetSuite) share donor and financial information and meet common and functionally specific standards., • In partnership with the Senior Vice President of Philanthropic Partnerships, guide and support the implementation of the Moves Management process including through data quality, management reports, and research on leading donors., • Lead and manage Advancement budget planning and reforecasting including planning department budgets and performance forecasting and reforecasting., • Support the Advancement-wide annual goal setting process, including identifying performance metrics across key fundraising programs and supporting the reporting to track performance over time., • Support planning for fundraising initiatives and campaigns, bringing best practices in prospect analysis and modeling., • Serve as the point of contact for the Advancement business strategic plans including biannual monitoring and reporting out of plans, analysis of progress against plans, and regular reporting to the Advancement Committee of the Board of Directors., • Directly manage the distribution of quarterly Advancement performance reports to the Board of Directors, Board of Advisors, and Advancement Committee., • 15 years of experience in advancement strategy, planning and operations, with a preference for experience in organizations with complex revenue streams and significant philanthropic support. 5+ years of leadership experience in this context., • Experience with, and working knowledge of, all advancement functions, including fundraising, external affairs, communications, grant administration, and broader philanthropic trends., • Demonstrated experience supervising, managing, and motivating team members; experience hiring and developing advancement operations staff; experience managing proactively to ensure smooth team operations and effective collaboration across the organization., • Proven ability to work in a in complex organizational setting and team-oriented environment as a strong team leader demonstrating skills including coaching, mentoring, team building, collaboration, and conflict management., • Experience building and fostering collaborative relationships across the organization and between key business functions., • Experience leading and managing advancement operations and reporting in a Salesforce environment is preferred., • Experience in data driven decision-making, project management, and resource planning and budgeting., • Experience with resource planning and resource management, with input from a variety of angles, including donor, department and organization., • Bachelor’s Degree required. Graduate degree preferred., • Excellent communication, interpersonal, and relationship-building skills; excellence in written and verbal communications., • Excellent organizational skills, strong prioritization skills and attention to detail., • Sensitivity, tact, diplomacy, and experience in handling confidential information., • Strong proficiency in digital media, social media and Microsoft Office suite., • Ability to work in an office environment., • Ability to sit for up to 3 hours at a time., • Ability to lift up to 25 pounds with or without assistance., • Ability the use of hands for simple grasping and fine manipulations. GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training. No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. GBFB is considered an essential response organization in times of disaster. As such, Team Members are expected to report to GBFB locations as required, after securing the safety of their families, and may be asked to perform duties that are critical (but outside of their regularly assigned duties) in times of disaster.

Job Description Exciting Opportunity to Join Our Legacy of Environmental Leadership! About Us: At Arcwood Environmental, we are more than just a company; we are pioneers in industrial waste management, committed to creating a cleaner, safer world. Since our inception during the environmental movement of the 1970s, we've been at the forefront of solving complex environmental challenges. Headquartered in Indianapolis, Indiana with a dedicated team of 2,000+ employees spread across the United States, we provide innovative and compliant solutions to thousands of clients in diverse industries. Why Arcwood? • Impactful Work: Be part of a team that makes a real difference. Our comprehensive services range from hazardous waste management and emergency response to onsite support and technical solutions, allow us to solve our customers' waste challenges. We are part of the solution. We don't generate any waste ourselves., • Growth Opportunities: At Arcwood, your contribution is valued beyond your job title. We believe in the power of continuous learning and growth, encouraging every employee to expand their skills and take on new challenges., • Safety First: Your health and safety are our top priorities. We foster a culture where every employee is empowered to act safely and ensure the well-being of their colleagues. Our mantra is Safe and Compliant, or Not at All. Our Vision: Our vision is to be the most trusted partner in the environmental services industry. We put our customers first and deliver agile, sustainable, and innovative solutions. We commit to nurturing top talent and creating lasting value for our customers, shareholders, communities, and the planet. Our Ownership: Arcwood Environmental is backed by the EQT Infrastructure VI fund, enhancing our capabilities, and expanding our reach. EQT is a dynamic global investment powerhouse managing EUR 232 billion in assets (EUR 128 billion fee-generating). With a focus on Private Capital and Real Assets, EQT owns and supports leading companies across Europe, Asia-Pacific, and the Americas, fostering sustainable growth, operational excellence, and market leadership. This exciting ownership positions us for continued impacts and growth in the future. Healthcare Device Collection Technician (Traveling) Fulfils tasks necessary within our Medical Device Collection Programs for multiple hospitals nationwide. Essential Functions & Requirements: • Prioritizes health and safety by adhering to policies, processes, and maintaining safe practices at all times, • Takes on additional duties as assigned to support the team and organization, • Travel with overnight stays where needed locally, regionally, and nationally. Will be responsible for making travel arrangements, booking hotel rooms, and renting vehicles for transport., • Provides inspection services in client sites, including collection bin inspections, data collection via mobile app, packaging of full containers for shipment and conducting other various facility inspections as required., • Prepares submission of reports via mobile app detailing activities. Works with the client to achieve program efficiencies., • May be responsible for project billing and cost tracking operations., • Maintain inventory of supplies to conduct inspections, • Receive and maintain credentials to provide service at the client locations, • A valid driver's license is required and/or reliable personal transportation for local customer site travel scheduled. Vaccines/Testing Disclaimer: Healthcare Organization's require immunizations or proof of immunization records such as flu, and COVID 19, as well as certain screening testing (e.g., TB). Physical Requirements: While the position is not overly physically demanding, extensive walking, standing, stooping, and lifting packages up to Fifty (50) lbs. may be required. Technicians may also be required to push carts loaded with collection containers during service activities. Benefits, Compensation, & Workforce Diversity: Arcwood offers competitive pay and bonus incentives. Benefits include choice of medical, dental, and vision plans, flexible spending or health savings accounts, employee and dependent life insurance, short and long-term disability, 401(k) savings plan with 7% company match, and tuition reimbursement. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran or status as a qualified individual with a disability. A post-offer drug screen will be required.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our New England Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in Boston, MA, Providence, RI and Portsmouth, NH. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63/65 or 66 and 8 or 9 & 10 required., • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000.00 - $125,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhy Great Gray?At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The RoleGreat Gray is looking to add a Paralegal/Senior Paralegal to our Legal Team. The Paralegal will support the (Collective Investment Trusts (CITs) and other products and services offered by our trust and administrative services businesses, in a rapidly evolving, high-growth environment. The ideal candidate will have a minimum of 5 years of in-house or law firm legal experience, strong technical and communication skills, combined with the business acumen, commitment and emotional intelligence required to succeed in a fast-paced and dynamic environment. The ideal candidate will demonstrate a desire to learn about our business, the abilities to work well on a team and independently, and the professional and personal skill set required to work effectively with different functions across the firm. LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.Responsibilities • Review, edit, draft the documents associated with our CITs, including fund declarations, sub-advisor agreements and amendments, participation agreements, and trust documents., • Maintain accurate and complete records for our CITs and corporate entities., • Prepare, make, support and track external filings required for our CITs and corporate entities., • Provide both CIT-specific and general support to the Legal team. Assist as need be with information gathering, legal research and coordination with other teams., • Collaborate with other teams to administer and continually improve our business practices and procedures., • Assist with maintenance of a legal tracker for the purpose of tracking and assigning various legal tasks., • Other legal work as required to support the goals of the Legal team and the firm., • The role is a hands-on position. A successful candidate will be eager and able to move seamlessly between shifting priorities and partner with the other members of the Legal team and the business to manage and achieve expectations., • Complete other related duties as assignedQualifications & Experience, • Bachelor’s degree, an associate’s degree in paralegal studies, a paralegal certification from an accredited program (e.g. NALA, NFPA), or Certified Employee Benefit Specialist designation., • Minimum of 5 years in-house corporate legal department or law firm experience preferred., • Experience supporting retirement plans, retirement plan administration and/or retirement plan investment service providers preferred., • Proficient knowledge/use of Microsoft Office applications and experience with CLM applications preferred., • Demonstrated ability to be organized, work independently and maintain quality of work while meeting established deadlines., • Advanced decision-making, problem-solving and analytical skills with particular attention to detail and accuracy., • Strong interpersonal skills and sense of responsibility. Occasional after-hours support may be required during peak times., • Excellent written and verbal communication skills and the ability to communicate effectively with all levels of Great Gray and with external stakeholders., • Thrives in a high growth, dynamic, environment with rapidly changing priorities.

Job Description Our Mission Horizons for Homeless Children is a Boston-based non-profit dedicated to improving the lives of young children experiencing homelessness in Massachusetts. We help their families succeed by providing high-quality early education, opportunities for play, and comprehensive family support services. Our advocacy efforts extend our impact and advance our vision of ending homelessness among families with young children. Our staff of over 130 dedicated people are a passionate, diverse, and playful group. At Horizons, each team member is an important part of our mission. Summary of Position The HR Generalist at Horizons plays a critical role in supporting staff with compassion, consistency, and creativity, providing responsive and values-aligned HR support and services. This position is both strategic and transactional, finding ways to put our goals into action. This role is responsible for the administration and education of all benefit offerings, HRIS/employee systems and related processes, off boarding, and changes in employment. This role partners with the Senior Director of HR in maintaining and advancing the compensation structure, employee data and analytics, and staying current on market changes and trends. In addition, this critical position manages the leave and accommodation process for Horizons. This role involves maintaining a deep understanding of Horizons’ benefit programs and policies to educate employees, facilitate effective benefits communication, managing enrollments and changes, state and federal compliance, and ensuring payroll accuracy in collaboration with Finance. Responsibilities Benefits Management • Accountable for managing the benefit plan operations; provides interpretation of policy, trouble- shoots and delivers exemplary customer service, and ensures compliant, accurate and timely administration of all health and welfare, voluntary and paid time off plans and programs., • Ensure benefit plan enrollment transactions, including new hires, qualifying mid-year event changes and termination of coverage, are handled timely and accurately., • Assist in annual contract renewals and annual open enrollment activities for all plans., • Develop and present all benefit communications at new hire orientation and open enrollment., • Provide timely and effective resolution of sensitive benefit issues or questions (e.g., denied claims, eligibility issues, etc.) and interface frequently with benefit carriers, vendors and brokers., • Ensure invoices are received, audited, and properly coded., • Responsible for accuracy of benefit vendor feeds, reporting requirements, paycheck premium withholdings, non-discrimination testing, and plan audits across all plans and programs ; including enrollment of eligible dependents., • Responsible for managing all aspects of the professional development benefit program., • Assist with annual notifications as required by ERISA, the DOL, and regulatory bodies., • Identify and implement process improvements to streamline benefits administration., • Maintain benefit information in Paycom ensuring that Paycom is utilized to the fullest extent possible. Lead the HR team as the Benefit Paycom expert., • Identify and participate in select benefit surveys to inform trends and future strategy., • Support the Finance team in conducting biweekly payroll quality checks, ensuring accurate capture of benefit changes, paid leave, and employee data updates. Retirement Plan Management • Manage the 403(b)-retirement plan; ensure all retirement plans are administered in compliance with federal and state regulations and Horizons policy., • Ensure retirement plan enrollments and changes are processed timely with plan administrator., • Oversee regular plan audits in collaboration with plan administrator and recordkeeper., • Support an active Retirement Investment Committee., • Counsel and communicate retirement plan information to staff; coordinate and/or deliver employee education on financial health, saving for retirement, family budgeting, etc., • Oversee annual non-discrimination testing. Employee Communication and Education, • Serve as the primary contact for inquiries regarding compensation, benefits, HRIS, and processes, providing follow-up, resolution, or referrals to the appropriate source., • Partner with the Senior Director of HR in maintaining and advancing the compensation structure, periodically updating the structure and guiding documents as necessary., • Identify and complete annual surveys, maintaining a well-organized filing system of all survey data to inform our compensation structure., • Administer compensation changes in HRIS., • Maintain compliance with pay transparency laws in Massachusetts, including submitting required compensation data reports according to deadline. Leaves of Absence, Disability and Accommodation Management • Serve as the point-of-contact and provide support and compassion to staff navigating the leave/accommodation/ADA process., • Ensure staff leaves of absence are administered in compliance with federal, state and jurisdictional requirements; this requires regular oversight of eligibility determinations, leave and pay entitlements awarded by the state, and vendors for FMLA, MA-PFML, other state leaves as applicable, STD and LTD., • Collaborate with HR colleagues on sensitive leave of absence and related employee relations-related issues; keeps supervisors informed of the status of their staff on leaves., • Determine and educate staff of their options when they reach the end of their leave entitlement and before termination of employment; this might include leave as an accommodation, job reassignment or other alternative accommodations., • Assist with the development and rollout of return to work, light duty, medical management and/or other related policies and programs., • Ensure Workers Compensation documents are up to date, files claims, including processing and submitting all required forms to Worker’s Compensation administrator., • Ensure that short- and long-term disability benefits are accurately set up and awarded by carrier administrator(s)., • Support the development and updating of HR leave policies and procedures., • Maintains up to date knowledge on all state and federal laws and regulations concerning the administration of FMLA, PFMLA, ADA, and short and long-term disability, and ensure Horizons policies, practices, and processes are in compliance., • Maintain active leave and accommodation data dashboard and metrics, regularly communicating the impact on staffing to managers and leadership., • Partner in the development, enhancement, and execution of HR programs, goals, and projects to support the organization's overall operations and objectives., • Contribute to the development and delivery of new hire orientation., • Build trusting relationships with staff members and leaders at all levels of the organization; serve as a credible resource on all areas of accountability., • Assist in updating and revising policies and procedures., • Respond to department emails, phone calls, tickets, and provide excellent customer service., • Analyze all areas of HR to identify areas for improvement and make recommendations. Education & Experience • A minimum of 4 years of relevant professional HR experience, • Minimum of 3 years’ experience managing and administering employee benefits plans and programs, leaves of absence and disability programs, • Advanced experience with online benefits systems and processes, including carrier file feeds, and HRIS required. Experience with Horizons’ current systems a plus (Paycom, BCBS, HRC Total Solutions, Colonial, TruStage), • Demonstrated experience leading process improvement projects Knowledge, Skills & Abilities, • Proficient in generating and analyzing reports related to benefits, payroll, and HR data, leveraging insights to formulate informed recommendations., • Meticulous attention to detail and strong time management skills, ensuring accurate and timely outcomes while adapting to changing priorities and able to manage multiple projects to deadline., • Self-motivated and proactive, capable of working independently while seeking assistance when necessary., • Skilled in problem-solving and conducting thorough research to find effective solutions., • Excellent interpersonal skills with a customer-centric approach, flexibility, and a collaborative mindset in a dynamic work environment focused on continuous improvement., • Effective communicator, adept at conveying complex information simply and clearly in both verbal and written formats., • Advanced in computer and technology skills, including Canva and MS365 Excel, Forms, PowerPoint, and PowerBi, with a readiness to acquire new database management and application skills as needed., • Adaptable and skilled in prioritizing tasks based on critical thinking and assessment of situational demands., • Experience working in nonprofit or education (with teachers) environments preferred., • HR certification (PHR or SHRM-CP) a plus., • Committed to fostering a diverse and inclusive workplace culture., • Passionate about advancing Horizons' mission and embodying core values of Collaboration, Inclusivity, Innovation, and Passion., • Demonstrates core competencies that are critical to success across Horizons (Communication, Collaboration, Cultural Competency, Growth Mindset, and Mission-Driven Excellence). Workspace This is a 40-hour-a-week, full-time position. This position requires 4 days onsite and 1 day work from home. The work you will perform is largely sedentary, taking place at a desk in a cubicle, in an office, working alongside others. There is a large staff room with indoor and outdoor space for breaks as well as a designated quiet room. Our beautiful office space is located: Edgerley Family Horizons Center at 1785 Columbus Ave, Roxbury, MA. This position requires the employee to comply with all applicable federal, state, local and company policy concerning immunizations, employment physical/screening, and Background record check. Starting salary range, compensation, and benefits $74,000 – $79,000 is the starting salary range for this admin role. Your starting salary will fall within that range depending on your competencies, experience, and skillset. Your total compensation package includes the following benefits: • Health coverage options designed to be as comprehensive and affordable for you as possible, with Horizons covering between 70-75% of premiums (a value that ranges from an additional $10,000 –30,000 per year based on your enrollment choices)., • While you have a choice between an HMO and PPO plan for medical coverage, most employees pay $99 for individual, $199 for 2-person, or $314 for family coverage per biweekly paycheck and never pay more than $300 individual or $600 for 2-person/family toward deductibles., • Visit The Benefits of Working at Horizons for more details on the rest of our benefits packageCompany DescriptionAbout us Horizons for Homeless Children (Horizons) is a local non-profit dedicated to improving the lives of young homeless children in Massachusetts and helping their families succeed by providing high-quality early education, opportunities for play, and comprehensive family support services. Our staff is a dedicated, diverse, and playful group, ranging from 100 to 120 folks. At Horizons, each team member is an important part of our mission.About us\r\n\r\nHorizons for Homeless Children (Horizons) is a local non-profit dedicated to improving the lives of young homeless children in Massachusetts and helping their families succeed by providing high-quality early education, opportunities for play, and comprehensive family support services. Our staff is a dedicated, diverse, and playful group, ranging from 100 to 120 folks. At Horizons, each team member is an important part of our mission.

Job DescriptionSalary: 80k-100k Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote) Tired of the billable hour and traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support. Private Equity Paralegal Location: [Remote] Position Type: Full-Time About the Role We are seeking a highly skilled Private Equity Paralegal to support our corporate legal team in executing complex private equity and venture capital transactions. This role involves working closely with attorneys, investment professionals, and clients to manage deal documentation, due diligence, and entity governance throughout the investment lifecycle. The ideal candidate has deep experience with private placements, fund formations, mergers & acquisitions, and corporate governance, and thrives in a fast-paced, deal-driven environment. Key Responsibilities • Assist attorneys with the formation, organization, and maintenance of private equity funds, portfolio companies, and related entities., • Prepare, review, and file corporate documents (e.g., certificates of formation/incorporation, resolutions, operating agreements, partnership agreements)., • Support private placements and other securities offerings by drafting and reviewing investor subscription documents, confidentiality agreements, and closing checklists., • Conduct and coordinate due diligence on target companies, compile data rooms, and summarize key findings., • Manage closing logistics for transactions, including coordinating signatures, tracking deliverables, and preparing closing binders., • Maintain detailed entity records, capitalization tables, and minute books., • Support attorneys with regulatory filings (e.g., Form D, UCC filings, Blue Sky compliance)., • Collaborate with investment and finance teams to ensure documentation accuracy and compliance with firm policies., • Bachelors degree or equivalent experience required; Paralegal Certificate preferred., • Minimum 5 years of corporate or transactional paralegal experience, with at least 2 years focused on private equity, venture capital, or securities law., • Strong understanding of entity structures, capital tables, and equity instruments., • Proficiency with legal document management systems and Microsoft Office Suite., • Excellent attention to detail, organizational skills, and ability to manage multiple complex transactions simultaneously., • Exceptional written and verbal communication skills and professional demeanor., • Prior work at a law firm, fund, or financial services organization supporting private equity or venture capital clients., • Experience with DocuSign, Carta, or equity management software., • Familiarity with subscription agreements, limited partnership structures, and LP/GP frameworks. What Youll Do: • Lead and grow your own practice area under Exemplars umbrella, • Serve as a trusted strategic partner to clients across disciplines, • Collaborate with a national team of professionals to deliver holistic, client-first solutions, • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing), • Drive business development with support from our marketing, ops, and leadership teams Were Looking for: • Senior-level professionals with 6-10+ years of experience, • Entrepreneurs at heartwho want freedom, purpose, and results over red tape, • Proven rainmakers or strategic leaders ready to grow a book of business, • Mission-aligned individuals energized by innovation and impact, • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM. For more information about the company please visit ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]., • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.

Job DescriptionFinancial Accountant (CPA Required) We are hiring a Financial Accountant (CPA) to join our accounting and finance team. This role provides hands-on experience with complex financial reporting, international accounting operations, and FP&A support. It’s a strong opportunity for professionals who want to expand their expertise in both domestic and international accounting within the financial services sector. Compensation & Benefits: • Earn up to $120,000 annually including bonus, • Profit Sharing: 12% of base + bonus, contributed to retirement plan annually, • Comprehensive Benefits: Medical, Dental, Vision, 401(k)Key Responsibilities:, • Prepare and post journal entries for domestic and international entities, • Perform month-end account reconciliations for balance sheet and income statement accounts, • Calculate intercompany eliminations and foreign currency translation adjustments, • Contribute to FP&A analysis for select line items on a monthly basis, • Assist with external audits and preparation of GAAP financial statements, • Reconcile investment holdings statements for corporate entitiesRequirements:, • 2+ years of public accounting (Big 4/large firm preferred) or corporate accounting, • Bachelor’s degree in Accounting, • CPA license or active candidacy, • Proficiency in GAAP accounting and audit processes, • Advanced Excel and financial modeling skillsNice-to-Have:, • Financial services or asset management exposure, • QuickBooks or Workday accounting system experience, • Knowledge of FP&A tools and reporting methods, • Experience with intercompany accounting and global consolidationsCompany DescriptionSince 1996, ProPivotal has been committed to excellence in staffing services. ProPivotal is one of Massachusetts’ largest staffing firms. It is our pleasure to provide service to many of the area’s most desirable employers and fulfill their staffing needs throughout the world. While we have the deep resources which allow us to manage large staffing programs, we also have a structure which allows us to get to know each job seeker individually, and a culture which drives us to match candidates with jobs they love. We are big enough to serve you and small enough to know you. ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.Since 1996, ProPivotal has been committed to excellence in staffing services. ProPivotal is one of Massachusetts’ largest staffing firms. It is our pleasure to provide service to many of the area’s most desirable employers and fulfill their staffing needs throughout the world. While we have the deep resources which allow us to manage large staffing programs, we also have a structure which allows us to get to know each job seeker individually, and a culture which drives us to match candidates with jobs they love. We are big enough to serve you and small enough to know you.\r\n\r\nProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

Job DescriptionAt WHOOP, we’re on a mission to unlock human performance. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives. As a CapEx Program Manager on the Technical Program Management (TPM) team at WHOOP, you’ll play a key role in scaling our global manufacturing capabilities by turning capital investments into high-impact production infrastructure. You’ll lead capital planning and execution across the full product lifecycle, partnering with engineering, operations, and finance to deliver the equipment, processes, and readiness needed to support both new product introduction (NPI) and continuous improvement (CI) engineering. This role calls for a hands-on, strategic leader who thrives at the intersection of product development and factory operations, with a track record of managing risk, aligning stakeholders, and driving high-velocity execution in dynamic environments.RESPONSIBILITIES: • Own the full CapEx lifecycle, from early scoping through procurement, installation, validation, and mass production readiness., • Drive capital planning and execution for NPI and CI programs, ensuring factory readiness through budget, schedule, and CapEx management., • Partner with cross-functional teams including engineering, operations, procurement, and finance to align equipment requirements with program goals, ensure investment feasibility, and remove roadblocks., • Develop, track, and manage capital budgets, including detailed financial modeling of capital expenditures; maintain forecast accuracy and partner closely with the finance team on reviews, audits, and reporting., • Oversee equipment sourcing, vendor coordination, and deployment to meet critical manufacturing and quality milestones., • Build and maintain long-range equipment and infrastructure roadmaps to support WHOOP’s scaling needs and product evolution., • Embed CapEx planning early in the product development process, enabling design and manufacturing teams to balance innovation with cost and operational feasibility., • Define and improve processes and tools for CapEx forecasting, tracking, and analysis; use data to inform investment decisions and improve efficiency., • Anticipate risks and drive mitigation efforts to ensure successful, on-time execution of capital programs., • Support global manufacturing sites with international travel as needed (up to 20%).QUALIFICATIONS:, • 5+ years of experience in CapEx program management, manufacturing operations, or supply chain, ideally in a high-growth consumer electronics or hardware environment., • Demonstrated success leading end-to-end capital projects from planning and procurement through equipment validation and production ramp., • Expertise in capital budgeting, procurement strategy, and financial controls, with experience managing multi-million dollar investments., • Proven ability to manage complex programs across cross-functional teams, vendors, and international manufacturing partners., • A highly organized, analytical thinker with a structured approach to problem-solving and a talent for breaking down complex challenges into actionable plans., • Known for exceptional attention to detail and a strong commitment to quality in execution and communication., • Excellent verbal and written communicator, able to present technical and financial information clearly and concisely to diverse audiences.