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Position Type: Regular We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Bilingual in English/Mandarin preferred At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at- Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: • CFP® designation or CFA® designation required (may consider 24 month condition of employment), • Bachelor’s Degree required, • Active and valid FINRA Series 7 license required, • Active and valid FINRA 66 license required (may consider a 120-day COE), • Active and valid FINRA 9/10 required (may consider a 120-day COE), • Five plus years’ experience in the financial services industry At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

The Opportunity This is an exciting opportunity for a highly motivated and collaborative risk professional with strong quantitative and development expertise to join the Credit Risk Management team within the Capital and Investment Risk Management team and the broader Enterprise Risk Management division. As a quantitative risk developer within the Capital & Investment Risk Management team, you will be responsible for leading quantitative model implementation, development, and analysis. The ideal candidate will join a quant team to enhance Enterprise Risk Management (ERM)’s analytical and reporting capabilities, by expanding the use of existing models as well as designing and developing new tools and risk frameworks. You will work with capital, credit, market and portfolio risk teams, and ERM more broadly. This is an excellent opportunity to collaborate with risk, investment and finance, and enterprise technology (including data science) teams. The Team The Capital & Investment Risk team brings together a diverse team of experts across capital markets, risk management, actuarial, and quantitative disciplines that works together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact * In this role, you will play a critical part in ensuring company’s credit risks are effectively identified, measured and mitigated, by bringing your deep analytical expertise and strong understanding of credit risk/ investment risk modeling, data and infrastructure. * Your work will help shape robust, data-driven decision-making across risk and investment areas and influence MassMutual’s evolving business strategy and operating environment. * You will partner with your peers in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. * There is a strong emphasis on innovation, with growing opportunity to apply AI-driven techniques and scalable data solutions to drive more forward-looking, efficient risk analytics that embrace emerging technologies. * The key to success in this role is a sharp analytical mindset, the ability to translate complex risk metrics into actionable insights, and a strong partnership approach with stakeholders across risk, investment management, finance, and technology. Notable responsibilities include: * Implement, develop and enhance ERM’s analytical capabilities related to credit/market risk across a wide range of fixed income asset classes * Building on MassMutual’s current approach, assist in developing and syndicating a comprehensive framework for measuring portfolio credit & market risk, that considers different accounting and capital regimes, including asset and liability impacts, with a particular emphasis on economic capital * Automate and expand the use of Moody’s credit risk tools in place today and build risk- reward framework * Use of Python/ SQL. Also, use of spreadsheets and VBA to prototype and analyze data including data investigation/cleanup * Strengthen ERM’s use and development of tools and analytics to support derivatives counterparty risk, portfolio concentration risk & stress testing capabilities * Mentor junior quantitative analysts * Scope and implement modeling, including building out requirements where not yet fully defined or understood. * The right candidate will be agile, accountable and resilient in driving initiatives and the results The Minimum Qualifications * Bachelors degree in Computer Science, Financial Engineering, Mathematics, Physics, Engineering or similar quantitative discipline * Minimum 8 years of relevant work experience with 5 years in investment (credit/market) quantitative risk analytics OR 5 years of relevant work experience in investment (credit/ market) quantitative risk analytics combined with graduate studies * 5+ years of experience with expertise in Python, SQL and development skills in object-oriented programing * 5+ years of experience with strong quantitative model development & implementation skills and ability to validate/understand and explain analytical results * 5+ years of experience in quantitative risk modeling across a wide range of asset classes * 3+ years of experience with ability to engage with operational work in production environment with IT developers/solution architects in maintaining infrastructure * 5+ years of experience with quantitative and programming skills in a hands-on setting to deliver new functionality The Ideal Qualifications * 7+ years of relevant work experience in investment (credit/market) quantitative risk analytics is desirable * Advanced degree in Computer Science, Financial Engineering, Mathematics, Physics, Engineering or similar quantitative discipline is preferred * Knowledge and experience working with derivatives and hedging risk management * Experience in using Moody’s Analytics credit risk tools is desirable. * Experience in CECL compliant portfolio credit models * Experience applying machine learning techniques in the financial industry is desirable * Software development using GitHub and Docker, adhering to enterprise standards and best practices ensuring models are validated and governed * Previous experience working on liability-driven investing projects within an insurance company is desirable What to Expect as Part of MassMutual and the Team * Regular meetings with the Quantitative teams within ERM, Investment management & ETX project teams * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/ Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a string and stable ethical business with industry leading pay and benefits #LI-ST1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our ___ page.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ___ Location: Overview: The Director of Engineering is responsible for all administrative, financial and operating aspects of the hotel as they directly relate to the engineering division. He/she is responsible for the safe and profitable operation of the hotel. Responsibilities: • Supervise and train all Engineering staff in Customer Service, Empowerment, Standard Operating Procedures and Loss Prevention Standards., • Create, approve and post all Engineering staff schedules according to Highgate Hotel standards., • Create and adhere to annual budget for department., • Develop financial forecasts and actively participate in monthly profit/loss review meetings., • Develop and implement plans to maintain property, equipment, grounds and other assets in an acceptable state of repair., • Ensure the hotel is in compliance with all local, state and federal laws., • Create and implement a preventative maintenance program for all hotel equipment., • Ensure that all emergency and life safety equipment and systems are inspected, tested and certified per Highgate Hotel standards., • Ensure that room maintenance requests are handled in a prompt and courteous manner., • Follow up on all alarms immediately to determine the exact location and cause. Determine emergency status and report findings to Front Desk. Take immediate action as necessary., • Assist as necessary with special projects and renovations., • Actively participate in energy conservation programs., • Review all guest and meeting planner comment cards to ensure problems are identified and corrected in a timely manner., • Ensure compliance with the Americans Disabilities Act (ADA)., • Administer all vendor contracts controlled by the engineering department., • Support and participate in all Highgate Hotel programs., • Lead and participate in Highgate Hotel Safety Committee. Qualifications:, • At least 5 years of progressive facilities management experience in a hotel or a related field; or a 4-year college degree and at least 1 year of related management experience; or a 2-year college degree and 3 or more years of related management experience., • High school diploma or equivalent required., • Stationary Engineer’s license if required by local code., • HVAC, electrical, plumbing, boiler operations and general maintenance skills required., • Long hours sometimes required., • Heavy work – Exerting up to 100 pounds of force occasionally, and /or 50 pounds of force frequently and/or up to 20 pounds of force constantly to lift, carry, push, pull or otherwise move objects., • Travel related to company business sometimes required., • Maintain a warm and friendly demeanor at all times., • Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner., • Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests., • Must be able to multitask and prioritize departmental functions to meet deadlines., • Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner., • Attend all hotel required meetings and trainings., • Participate in M.O.D. coverage as required., • Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel., • Maintain high standards of personal appearance and grooming, which include wearing nametags., • Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations., • Maximize efforts towards productivity, identify problem areas and assist in implementing solutions., • Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary., • Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives., • Must be able to maintain confidentiality of information.

Job Title: Senior Director, Client Service, Media Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk About the role The Senior Director role is a strategic leadership position responsible for overseeing a portfolio of high-value accounts and guiding strategic account teams. This individual acts as a senior advisor to executive-level stakeholders, influencing investment decisions and driving multi-year growth plans. The role combines deep expertise in media research and analytics with executive engagement and commercial accountability. Primary Responsibilities * Oversee a portfolio of high-value accounts; manage and lead small portfolio teams or strategic account teams to deliver exceptional client outcomes. * Serve as a senior advisor to executive-level stakeholders; influence strategic investment decisions through evidence-based insights. * Accountable for retention of portfolio and responsible for multi-year growth plans, cross-sell strategies, and achievement of significant revenue targets. * Lead executive-level research initiatives; synthesize primary, secondary, and advanced analytics into actionable narratives for senior decision-making. * Optimize resource allocation and deliver operational efficiency across portfolio teams; shape best practices for quality delivery at scale. * Represent Kantar in industry forums and enterprise-wide initiatives; champion innovation in media analytics and cross-platform measurement. * Develop and nurture high-performing teams by identifying, mentoring, and advancing top talent through a culture of continuous learning and collaboration. Essential Knowledge & Experience * 7+ years in media research, analytics, or consulting with proven success in executive-level engagement. * Expertise in digital ecosystems, cross-platform measurement methodologies, creative quality, and/or placement and audience insights. * Strong command of advanced research techniques, including attribution, ROI modeling, and audience segmentation. * Advanced ability to synthesize complex data into compelling narratives for executive audiences. * Proven ability to shape strategic investment decisions and drive commercial outcomes. * Track record of delivering multi-year growth plans and achieving significant revenue targets for an account portfolio. * Demonstrated success in managing senior client relationships and leading high-performing teams, including direct management of a team of 3 or more professionals. * Ability to navigate fast-paced agency or complex client environments, balancing strategic depth with delivery efficiency. * Bachelor’s degree in market research/marketing or related social science and analytic subject areas. Masters preferred Location New York, World Trade CenterUnited States of America Kantar Rewards Statement At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that’s out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes. Kantar is the world’s leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar’s 30,000 people help the world’s leading organisations succeed and grow.

The Role We are seeking a highly skilled and technically driven individual with deep expertise in blockchain engineering and applied data science to join Fidelity Digital Asset Management. This role is ideal for a hands-on expert who thrives in architecting and deploying advanced blockchain solutions, smart contracts, and quantitative models that support Research, Trading, Risk, and Operations. You will serve as a senior technical authority, driving innovation and ensuring the robustness of our digital asset infrastructure. Key Responsibilities * Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms. * Lead technical design and implementation of crypto infrastructure, including secure deployment pipelines, testing frameworks, and audit processes. * Collaborate with quant researchers and data scientists to integrate blockchain data into predictive models, optimization engines, and trading algorithms. * Conduct deep technical reviews and audits of smart contracts, ensuring security, scalability, and compliance with DeFi standards. * Evaluate and implement emerging technologies, protocols, and tooling to enhance Fidelity’s digital asset capabilities. * Serve as a technical liaison across engineering, trading, and risk teams to ensure seamless integration of blockchain systems into core workflows The Expertise and Skills You Bring * 4+ years of hands-on experience in blockchain engineering, smart contract development, or crypto infrastructure, with a strong track record of technical delivery. * Deep understanding of EVM/SVM architecture, token standards (ERC-20, ERC-721, SPL), and DeFi primitives. * Proficiency in multiple programming languages including Python, Solidity, and JavaScript/TypeScript. * Experience with smart contract frameworks and tools such as Hardhat, Truffle, OpenZeppelin, Mythril, and Ganache. * Strong background in quantitative modeling, data science, or financial engineering, with experience applying models to trading or risk systems. * Proven ability to lead complex technical projects and mentor senior engineers in a collaborative, high-performance environment. The Team Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Data Analytics and Insights

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

DIRECTOR – COMPLIANCE ADVISOR | Fidelity Digital Assets The Role We are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure Fidelity Digital Assets® complies with heightened financial crimes compliance expectations for digital assets. As a Director, you will be responsible for building a comprehensive first-line of defense program with a focus on building out best practices in financial crimes compliance to support new offerings including policies, procedures, reporting and governance. These requirements are to ensure compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Director with a sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration our digital assets. In conjunction with the Fidelity Digital Assets® AML Officer and Financial Crimes Compliance, responsibilities are expected to include: • Developing, writing and maintaining policies, procedures and standards for:, • AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk;, • Transaction monitoring and reporting program tailored to digital assets;, • AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting;, • Oversight of outsourced service providers, including internal AML and Sanctions support teams;, • Travel Rule and funds transfer compliance, • Advising front office colleagues on all issues relating to AML and Sanctions Compliance, • Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets® front office to assist in the successful implementation of AML and Sanctions compliance initiatives;, • Internal audit and regulatory exam support;, • Developing and providing reporting to senior management and regulators as needed, • Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes, • Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field, • Experience with digital assets is required, • Ability to influence key decision makers through a combination of knowledge, reasoning and relationships, • Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit, • Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels, • 4-year college degree required, • Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance, • Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities, • Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment Fidelity is not providing immigration sponsorship for this position The Team A subsidiary of Fidelity Investments, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence. Learn more at ___. The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Compliance

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

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

Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ___ Overview: Come join Highgate for the summer in one of our dynamic, paid internships! We are currently seeking graduating seniors in 2026 for our Revenue Management Interns to support our New York properties. This is a 10-week immersive program designed to provide hands-on exposure to hotel revenue management and operations, all while working in a fun and fast-paced hospitality environment. Specific property placement will be discussed once an internship offer is extended. Responsibilities: • Exposure to support hotel’s yield efforts, via analysis and reporting that ensure that all segments and distribution channels are mined for revenue opportunities based on budget, forecast, pace and market demand., • Assist the Revenue team in preparing short and long-term reports and forecasts., • Must be effective in handling problems, including anticipating, preventing, identifying, and solving problems as necessary., • Opportunity to learn from the best in the revenue management field and embark on an exciting experience with Highgate. Qualifications:, • Currently studying for Bachelor ‘s degree, Graduate degree, or equivalent in Hotel Management or a related field. Coursework in hotel revenue management concepts and tools is preferred., • Seniors graduating in 2026 wil be preferred., • Strong interest in Hospitality Revenue management., • We are looking for individuals who possess a high level of attention to detail and a strong work ethic., • Strong communication skills are required., • Applicants must also have the ability to multi-task in a fast-paced environment., • Demonstrated aptitude for problem-solving and problem identification., • Ability to collect, analyze, and interpret revenue performance data., • Extensive proficiency in Excel, Word, and PowerPoint required and the ability to manipulate data essential.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle. . Location: Midtown convenience. Classic hospitality. Complete comfort. A celebrated past. It all comes together at the Park Central New York Hotel – located squarely amidst New York’s most popular sights and hotels in Midtown Manhattan. Our mix of exciting amenities pay homage to our glamorous past, while presenting a modern spin on the hotel’s electrifying environment. Guests will delight in escaping the hectic city life to bask in the stylish Park Central New York. Overview: The Complex Business Travel Sales Manager is responsible for effectively and proactively identifying, soliciting, and becoming familiar with all accounts in his/her market segments. He/she is also responsible for prospecting, closing, and maximizing performance of assigned accounts/territory to positively impact hotel revenues. Responsibilities: • Proactively drive top line revenue for transient sales segments to include volume transient & consortia for primary hotels through customer acquisition and development strategies and tactics., • Identify and research potential accounts/clients and prospect for new business opportunities, generate leads, and set up meetings/presentations with clients, buyers, influencers, and agencies that will keep the hotels pipeline consistently full of opportunities., • Manage annual account rate negotiations requests for proposal through required RFP platforms., • Maintain and participate in an active sales solicitation program., • Regularly contact existing accounts based on the tracing frequencies of the Account Coverage Program., • Meet or exceed sales solicitation call goals as assigned by the Director of Sales & Marketing., • Invite clients to the hotel for entertainment, lunches, tours and site inspections as appropriate., • Conduct a professional, thorough site inspection of the hotel with clients, exhibiting key features and benefits of the property., • Initiate and follow up on leads., • Handle inquiries as part of Inquiry Day Program., • Monitor production of all top accounts and evaluate trends within your market., • Meet or exceed set goals., • Be familiar with all Highgate Hotel sales policies and selling techniques with an emphasis on maximizing occupancy and Average Daily Rate (ADR)., • Meet and greet onsite contacts and travelers to garner and foster relationships, loyalty, and new opportunities., • Conduct outside sales calls 2-3 days per week, • Entertain clients as appropriate., • Abide by Prime Selling Time (PST)., • Use your property’s computerized sales management system to manage the hotel’s business, including (but not limited to) generating reports, entering business, blocking space, building accounts, and logging activities., • Assist in the preparation of required reports in a timely manner., • Assist in implementing special promotions relating to direct sales segments, i.e. events, sales blitzes, etc., • Participate in industry trade shows and events which may require out of market travel., • Develop networking opportunities through active participation in community and professional associations, activities and events., • Develop a complete knowledge of company sales policies and SOPs and ensure knowledge of and adherence to those policies by the sales team., • Attend daily Highgate Hotel Business Review (HHBR) meeting., • Develop a full working knowledge of the operations of the hotel, including Food and Beverage, Guest Services and Reservations., • Operate the Sales Department within established sales expense budget., • Participate in required M.O.D. and Saturday office coverage as needed and scheduled. Qualifications:, • College course work in related field helpful., • At least 2 years sales experience in a hotel or a related field preferred., • High School diploma or equivalent required., • Must be skilled in Windows, Company approved spreadsheets and word processing., • Long hours sometimes required., • Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects., • Must be able to effectively communicate both verbally and written with all level of employees and guests in an attentive, friendly, courteous and service oriented manner., • Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests., • Must be able to multitask and prioritize departmental functions to meet deadlines., • Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner., • Attend all hotel required meetings and trainings., • Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary., • Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives., • Must be able to maintain confidentiality of information.

Job Description Who We Are REEF is an ecosystem of digital and physical solutions that connect goods, services and experiences to consumers around the world. Simply put, we serve as the bridge for customers to get more of what they want and need. A key platform that REEF has developed within this ecosystem is launching ready-to-operate logistics businesses. REEF is seeking applicants to become Owner-Operators (we proudly call them “Ulysses”) to manage middle-mile and last-mile delivery operations. Becoming a Ulysses operator isn’t a job, it’s your path to business ownership, giving you uncapped income potential. We offer the tools, platforms, and support to help you turn your dream into financial freedom. This is an opportunity to run and grow your own business – without the heavy financial investment typically required to start from scratch. What we ask of you – show up, be inspired, be hard workers and “increase your surface of luck”. What We Offer As a Ulysses operator, you will have access to: • High Sales Potential – Scale efficiently to make $20,000 - $100,000 top-line per week, • Immediate Customer Demand – Daily routes already lined up, • Tech & Dispatch Tools – Access our platform for fleet management, routing, and sales & performance tracking, • Flexible Fleet Options, • Bring Your Own Vehicle – Use your own cold chain-compliant refrigerated van or box truck (non-CDL), • Use REEF’s Fleet – Access to non-CDL, fully-equipped refrigerated vehicles are available (a refundable deposit per vehicle is required). Auto insurance included., • Exit Flexibility – Ability to leave the program with 90-day notice and receive your deposit back What You’ll Do • Oversee a mixed fleet of vans and box trucks across middle-mile and last-mile delivery routes, • Recruit, schedule, and coach drivers to meet on-time performance (OTP) and customer satisfaction goals, • Maintain full control of your P&L – monitor revenue, manage expenses, and drive sustainable profitability, • Manage fleet logistics flow from order pickup to delivery, • Own key operational metrics such OTP, Service Level Agreement (SLA) compliance and Net Promoter Score (NPS) Minimum Requirements • 3+ years in logistics, fleet management, or depot operations, • Strong leadership experience; able to manage 10-30 drivers and multi-vehicle operations, • Must have legal right to establish and operate a Limited Liability Company (LLC), • Have an entrepreneurial spirit; must be ready to run and scale your own logistics business, • Must be motivated by the pursuit of autonomy, fulfillment and financial freedom. Preferred Qualifications • Strong business acumen; comfortable with managing working capital, payroll and running a P&L, • Experienced with OTP, SLA compliance and NPS If you are ready to take ownership of your career and build a meaningful, profitable logistics business, we invite you to apply today to reserve your spot in an upcoming information session.

Job Description Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities * Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. * Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. * Conduct asset allocation, portfolio reviews, and performance evaluations. * Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. * Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. * Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications * 5+ years of experience in wealth management, private banking, or RIA environments. * Proven track record managing $20M+ in client assets. * Expertise in financial planning, portfolio construction, and client communication. * Strong interpersonal and relationship-building skills with a client-first mindset. * Knowledge of financial planning software, CRM systems, and investment platforms. * CFP, CFA, CPA, or MBA preferred. Why Join * Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. * Work remotely with a global team transforming wealth management through AI and analytics. * Partner with innovative professionals across finance, data, and technology. * Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. * Build enduring client relationships with a focus on holistic, long-term financial success.

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

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

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

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

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR EEOKckjbYy

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial servicesindustry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationshipmanagement (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and smallbusinesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalizedcoaching from dedicated training professionals, and the ability to obtain industry professional designations. We are socommitted to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also beeligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performinginsurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including expertson hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract andretain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term careinsurance, disability income insurance, and investment products such as mutual funds1through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop withyour clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise indifferent areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offerwealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,and other opportunities to engage with your fellow insurance agents.

Job DescriptionDirector, Sell-Side Location: New York City In-office: 3-4 days per week Travel: Quarterly city visits to spend time with teammates and key customers Reports to: Head of Go-To-Market About Axial Axial is the trusted online M&A platform connecting buyers and sellers of $5M-$100M American privately held companies. Trusted by over 4,500 professional acquirers and 3,000 M&A advisors, we have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which private companies achieve successful exits. Axial is a founder-led, profitable company based in New York City with a hybrid office culture. We've been profitable since 2020 and are the category leader in our market. We are long-term oriented, values-driven, and focused on building a lasting company committed to member trust, operational excellence, and profitable long-term growth. In 2024, over 10,000 private companies pursued an exit via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and over $1B in annual transaction volume (Closed Transactions). Role Overview: Director, Sell-Side Axial is hiring a Director to lead the company's sell-side go-to-market organization, the largest and most senior team of individual producers within our GTM function. This role is critical to driving Axial's revenue and platform utilization by instilling a culture of consistency, accountability, and top performance across the team. Reporting to the Head of GTM, you will manage a group of account executives / account managers who support Axial's investment banking, M&A advisory, and business broker segments. Your mandate is to ensure the team executes with daily excellence: holding reps accountable to activity and outcomes, coaching individuals to hit and exceed their number, and leading by example through team selling and direct customer engagement. You will be the operational leader of the sell-side business line, focused on execution, coaching, pipeline management, and driving adoption of Axial's deal marketing and business development solutions. You will own and be compensated on the KPIs that define Axial's growth on the sell-side - revenue, deals brought to market, and executed LOIs - making this role central to our long-term market leadership. Team Structure: This role manages a high-impact team of in-office and remote individual contributors: five AE/AMs focused on our investment bank and M&A advisor relationships, and two AE/AMs focused on our business broker relationships. The team is actively growing to support the increased number of our sell-side members. This is a hands-on, high-leverage leadership position for someone aligned with Axial's long-term mission and values. • Reports to: Head of GTM, • Initial direct reports:, • 2 Senior Managers, Business Development, • 3 Managers, Business Development, • 2 Associates, Business Development Key Responsibilities: • Drive consistent double-digit annual growth in deal flow and executed LOIs through strategic account development, • Actively manage, develop, and coach a high performance and quota driven team of AE/AMs serving a diverse set of customer profiles, • Drive growth in the sell-side's usage of the Axial platform, measured in both breadth and depth, by methodically creating & developing the structured, proactive sales and account management approach carried out by the sell-side team, • Actively participate in team-selling motions by directly interacting with our top sell-side relationships, • Build partnerships with new potential avenues of deal flow for Axial, including wealth managers, law firms, and CPA firms, • Help shape long-term sell-side GTM strategy and competitive positioning, • Foster innovation in deal marketing approaches that differentiate Axial from competitors, • Be a consistent and thoughtful leadership voice delivering member feedback and product improvement opportunities internally and collaborating effectively with the organization's leaders to help drive the company's product and member experience strategies and priorities Ideal Candidate Profile • 8+ years of professional experience in individual quota-carrying and/or management roles in B2B sales / account management, • 3+ years of proven experience managing go-to-market teams (with at least 5+ direct reports) and developing world class talent in a growth-stage tech company, • Strong familiarity and experience with investment banking or private equity ICPs, • Exceptional communication skills: clear, concise, and effective in both written and verbal forms, • Proven ability to scale high-performing revenue teams in fast-paced environments, • Strong coaching instincts and openness to giving/receiving feedback, • Ability to influence product and strategy through market insights, • Cultural champion: committed to excellence, candor, curiosity, and continuous improvement, • Excellent strategic thinking, highly organized, and detail-oriented Working at Axial: We are a small, tight-knit, and mission-aligned team (currently 45+ employees with an average tenure of 3.5+ years). You'll have the opportunity to have a direct impact on the growth of the company as a leader managing one of Axial's core go-to-market teams. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano). At Axial you will also enjoy: • Working with a great team of smart, motivated people, • Robust medical, dental and vision insurance, paid for by Axial at nearly 100%, • 401k program, • Flexible vacation policy, • Paid Parental Leave Policy, • Monthly Health & Wellness stipend, • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well, • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results, • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust, • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members

Job Description ABOUT ERBORIAN: At Erborian, we leverage the power of Korean Skincare to boost both your skin & self-esteem. We combine centuries of Korean beauty rituals with cutting-edge science to deliver visible, immediate and effortless results — empowering you to own your skin and your confidence. With strong double-digit growth, Erborian is currently expanding in the US market. JOB SUMMARY: Reporting to the US Managing Director, this role will provide strategic and operational leadership to launch and grow the Erborian brand at Sephora US. The ideal candidate will be responsible for developing a strong launch plan in partnership with Sephora and for amplifying brand presence to ensure both short and long-term success. This person will collaborate closely with other departments to ensure an efficient, collaborative, cohesive and profitable approach. Responsibilities include creating strong relationship with the partner, leading negotiations, setting goals, forecasting sales, monitoring performance, and evaluating results to ensure that sales objectives and operating requirements are met and are in line with the organization’s strategy. Managing the financial performance of this account will be critical to the success of this role. JOB RESPONSIBILITIES: • Build and implement a strategy to deliver a successful launch and ensure long-term growth, • Set strategy, operation plans, financial targets and establish an operational structure to maximize sales and profitability while ensuring both a successful launch and long-term growth for the channel., • Build and maintain a strong relationship with the partner to maximize brand exposure, sales and growth opportunities., • Develop and monitor performance related to budgets, forecasts and operating expenses. Communicate status, progress and gaps on a regular basis, and adjust plans as appropriate., • Establish and maintain a strong network within the beauty industry to identify potential and marketing opportunities, • Team building and Talents development, • Mid/long term: hire, motivate and develop a high performing team to ensure increased sales, providing mentorship, coaching and training as needed, • Conduct regular stores visits, • Work hand in hand with the US Trade Marketing Director and the Communication Director to ensure impactful marketing initiatives and projects to support the account, • Lead the investment strategy for the account (defining investments level and priorities) and work on the marketing plans with the Trade Marketing team., • Support the Trade Marketing team in the implementation of in-store and digital marketing campaigns for the account, • Other responsibilities, • Stay current on industry trends, identify competitive threats and market conditions and executes strategic plans accordingly, • Provide input and feedback to the regional and international marketing teams regarding product needs, competitive product and pricing strategies and marketing tactics REQUIREMENTS: EDUCATION • Bachelor’s degree requiredEXPERIENCE, • 6+ years of documented and quantifiable success in wholesale account business development with several years with Sephora, in beauty industry, ideally with a successful brand launch., • 4+ years in sales management with experience leading a national sales force., • Experience with product launches and new market expansions is a plus.SKILLS, • Proven track record of successful sales /business development as well as leading and directing a high performance sales team in the beauty industry, • Excellent negotiator, • Outstanding business acumen and knowledge of the beauty industry, customer oriented, • Curious and with an outstanding entrepreneurial mindset: you get energy from working in a fast-paced, environment., • Ability to think strategically but also execute tactically, • Great team player, • Strong work ethic, resilient, • High integrity and ability to work effectively within a framework of financial and operational control, • Collaborative management style, • Great leadership capabilities with a strong results orientation, • Lead a fast growing brand’s communication and visibility in one of the brand’s most exciting and strategic markets, with strong growth, opportunities, and new exciting partnerships to come., • Drive purposeful communication that blends beauty, confidence, and cultural relevance., • Collaborate with passionate, international teams across marketing, media, and creative., • Travel up to 50% of the time All Applicants: L'Occitane's Privacy Statement United States Applicants Only: Employee Rights FMLA: Posters FMLA Special Rules for Returning Military Members (USERRA) Powered by JazzHR zbVPuZ7aYH

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Responsibilities: • Advise and deliver change projects as part of a long-term strategic partnership with leading financial institutions, • Leverage PM/BA skills to gather and document requirements from business stakeholders around upcoming or existing regulatory changes, capital markets product offerings, and business enhancements, • Lead and present product deliverables and effectively liaison between front office, middle office, back office, and other supporting functions, • Present findings and recommendations to client leadership, • Track project level risk issues and dependencies and face off with key stakeholders, • Assist stakeholders by evaluating existing operating models, designing current and future process flows, and developing Target Operating Models, • Engage with client teams to analyze, evaluate, and enhance client’s Corporate and Investment Banking/Capital Markets businesses, • An ability to transform your domain knowledge and project experiences into published content for Sia Insights, • Continue to upskill on industry trends and emerging technologies, including AI, and leverage Sia’s tools and other innovative applications to service client needs Qualifications, • 1+ years of Capital Markets experience within Fixed Income, Equities, Foreign Exchange derivatives product areas including an overall understanding of the trade lifecycle processes, • 1+ years of recent client-facing management consulting experience, • Bachelor’s degree required preferably in a Business or related field, Master's degree strongly preferred, • Financial Services background preferred, • Strong knowledge of the US and global regulatory landscape within financial services, • Required knowledge of regulations and securities transactions to help conduct requirement analysis, facilitate rule interpretations, document business requirements, document functional requirements and drive issue remediation, • Experience with program and project management methodologies including, but not limited to Agile and Waterfall, • Ability to quickly learn and conduct independent research; will need to apply new knowledge to own analysis and team management responsibilities, • Understanding of upstream / downstream applications and data, • Strong analytical and organizational skills, • Ability to manage multiple deliverables and adhere to tight deadlines, • Strong Interpersonal skills, written & verbal communication skills to manage internal and external stakeholders, • Ability to work on multiple workstreams from inception through to implementation, • Project Management and collaboration tools (JIRA, Confluence, or other), • Microsoft office suite (Excel, PowerPoint, Project, Visio, etc.) Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 88K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

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

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

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

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

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Sales Representative for Camilo Insurance Agency Inc, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships in insurance and financial services., • Consult customers with comprehensive financial planning and insurance options., • Assist customers with retirement planning, investment management, and insurance needs., • Stay current with market trends and product offerings.QUALIFICATIONS:, • 1+ years of experience in insurance and financial services., • Communication and interpersonal skills., • Property and Casualty license a plus

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Employee discounts, • Free food & snacks, • Free uniforms, • Opportunity for advancement, • Paid time off, • Parental leave, • Signing bonus, • Training & development ROLE DESCRIPTION: As Insurance and Financial Services Position - State Farm Team Member for edwin mata - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships in insurance and financial services., • Consult customers with comprehensive financial planning and insurance options., • Assist customers with retirement planning, investment management, and insurance needs., • Stay current with market trends and product offerings.QUALIFICATIONS:, • 3+ years of experience in insurance and financial services., • Communication and interpersonal skills., • Licenses in insurance and FINRA Series 65 and 63 preferred.

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

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

Job Description We 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: $92,700 Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialAbout Company What We Offer: • Career Development: The opportunity to build and manage your career with the backing of a trusted, established company., • Comprehensive Training: Extensive training programs are designed to equip you with the expertise required to succeed., • Competitive Compensation: A robust compensation package, including a base salary with significant performance-based bonuses, allowing top representatives to achieve substantial earnings., • Professional Growth: Continuous opportunities for development and career advancement within a supportive, success-driven environment., • Comprehensive Benefits: Health insurance, retirement plans, and additional benefits to support your personal and professional well-being.

Job Description A global financial services company is seeking a Vice President – Investor Relations – Transfer Agency on a temporary-to-hire basis for their office in Brooklyn, NY. Location: Brooklyn, NY Duration: 8 months, Temporary-to-Hire You will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across AIS. You will be expected to plan your own and the team’s activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation. Position Responsibilities · Serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately · Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider organization · Review and drive the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents · Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes · Partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with company Management policies · Support and execute systems implementations / data migrations · Contribute to the re-engineering of the IR operating model · Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk · Assist in driving adoption of “follow-the-sun” service model · Support the identification of risk areas and the closure of remediation plans · Coach and support the development of junior staff · Contribute to the production of MIS/KPIs for the department · Work closely with colleagues in our global teams and on a cross-functional basis as required · Drive excellence in the documentation of processes and procedures · Work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives. · Performs other duties as assigned by team management Qualifications · Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices and operations. Knowledge of technology used by IR · A strong technical knowledge of hedge funds from an operational perspective as well as an understanding of the products, asset classes and fund structures offered by asset managers is essential · Proven ability to be effective across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgets · Experience managing individuals with the proven ability to work with and motivate teams. This would include providing direction, coaching and effective feedback to team members · Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands · Must be able to demonstrate knowledge of the regulatory framework in which the industry operates · Sensitivity to regulatory as well as risk and control matters · Ability to develop and maintain client relationships · Possesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clients · Proven examples of effective decision-making skills when faced with multiple alternatives · Demonstrated ability to effectively interact and communicate with senior staff · Proven examples of self-motivation and experience working under limited supervision Job Requirements · Bachelors degree preferred · Extensive experience within a related role Computer skills and knowledge of hardware & software required · Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program) · Proficiency in SQL would be advantageous · Proficient in project management software such as MS Project would be advantageous · Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systems

Job Description Title: Private Equity Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role (and Why It’s Different) This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. Instead of endlessly applying into the void, Career Launch AI helps you: * Find roles like this before they hit public job boards * Get directly in front of hiring managers and recruiters * Use AI to apply to 1,000+ relevant roles for you * Get 1:1 support, interview prep, and warm introductions * Stay supported until you land your next role To access roles like this and work with us directly, go to: 👉 and apply on the site. About the Opportunity A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate. This role is ideal for someone who wants to work directly on live deals, portfolio companies, and investment decisions early in their career. You’ll work in a lean deal team environment where your work actually matters: modeling, due diligence, and investment committee materials – not just slide formatting. Day-to-Day Responsibilities As a Private Equity Associate, your responsibilities may include: Deal Evaluation & Financial Modeling * Build detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity analysis). * Analyze returns, capital structures, and downside scenarios for potential acquisitions. * Conduct valuation analyses using comparable companies, precedent transactions, and other relevant methods. Due Diligence & Market Research * Support the due diligence process across financial, commercial, operational, and legal workstreams. * Analyze target company financials, KPIs, customer cohorts, and unit economics. * Conduct industry and competitive research to understand market dynamics, trends, and risks. Investment Committee Support * Draft and refine investment memos and presentations for the Investment Committee. * Summarize key findings from diligence and articulate the investment thesis clearly. * Present data-backed opinions on risks, opportunities, and value-creation levers. Portfolio Company Support * Support portfolio management teams with dashboards, KPIs, and performance tracking. * Help identify operational improvements, growth initiatives, and strategic priorities. * Assist in bolt-on acquisition analysis, refinancing considerations, and exit scenarios. What Makes This Work Exciting * Direct exposure to founders, CEOs, and management teams. * Real impact: the work you do influences whether millions of dollars are invested. * Rapid learning curve in M&A, operations, and strategic finance. Ideal Candidate Profile This is a representative profile firms in our network look for: Education & Technical Skills * Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very strong Excel skills; able to build & audit complex models. * Solid foundation in corporate finance, accounting, and valuation. Experience (Formal or Informal) * Prior internships or full-time experience in investment banking, PE/VC, consulting, or corporate finance is a plus (but not always required if you’re exceptional). * Demonstrated interest in investing, deals, and business analysis (clubs, projects, side hustles, or self-directed learning count). Soft Skills & Mindset * High ownership mentality — you don’t wait to be told what to do; you hunt for answers. * Strong written and verbal communication — you can tell the story behind the numbers. * Comfortable with long hours when deals are live and stakes are high. * Curious, humble, and coachable — willing to learn fast and iterate. How Career Launch AI Helps You Land Roles Like This Most people never even see roles like this, let alone interview for them. Career Launch AI changes that. When you join Career Launch AI at you get: AI-Powered Job Search Automation * Our AI applies to 1,000+ relevant roles per month on your behalf with tailored resumes & messaging. * We target investment banking, private equity, venture capital, hedge funds, corporate development, and top-tier finance roles that match your background. Human-Led Recruiter & Hiring Manager Outreach * We don’t just apply — our team directly engages recruiters and decision-makers at relevant firms to get you warm conversations. * You get outreach campaigns run under your brand on LinkedIn and email. Done-For-You Execution * You don’t have to learn a dozen tools or manage a massive spreadsheet of applications. * You complete an onboarding form; we handle the systems, campaigns, and tracking. Interview & Case Preparation * We support you with PE-style case prep, financial modeling review, and behavioral questions. * You get feedback and guidance so you walk into interviews prepared, not guessing. Support Until You’re Hired * We don’t disappear after a few weeks — we stay in your corner until you land. If you see yourself in a role like this, don’t just wait for a posting. Build an engine that gets you in front of opportunities like this, every week. 👉 Apply now at

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

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • 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, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are looking for an Enterprise Sales Director to join our team and help maximize a massive market opportunity. There is so much potential to provide mental health benefits to employees at top companies and we're looking for someone passionate to help us capture it. This is a full time remote role, reporting to the Senior Director, Enterprise Sales. What you'll do: • Full sales cycle role selling into HR/Benefits leaders at larger size companies from 10K to 100K employees and organizations across the globe., • Work closely with BDRs and members of our Strategic Alliances team to close opportunities that they generate, as well as self source your own within your territory by working with top consultants, • Own and iterate full cycle sales pitches using a consultative sales approach, including but not limited to running RFPs, discovery calls, Spring Health overview presentations, demonstrations of the technology platform, pricing and proposal analysis and reviews, negotiation to procurement, and more., • Prioritize strategically valuable accounts in the assigned territory, and opportunities in line with our national sales approach and strategy, • Build business cases for VPs/C-levels, • Work cross-functionally to provide key market feedback on client and consultant needs and product roadmap, • Develop mutually beneficial partnerships with health insurance brokers and health benefits consultants and grow the relationships over time, • Travel as needed to close the sale and/or support Spring Health in industry events (~30%), • Meet and exceed sales targets by identifying new opportunities in the territory., • Understand client's business needs, pain, challenges and goals to provide solutions that align with their strategic initiatives., • Strong track record of quota attainment in an Enterprise sales role for 8+ years, • Strongly prefer benefits/healthcare sales experience, but not required, • A deep passion to transform the U.S. healthcare system, especially mental health, • Outstanding communication skills and a thoughtful and collaborative approach to sales, • Entrepreneurial focus with a determination to succeed in an innovative, fast-paced environment with a high tolerance for ambiguity, • Strong background and track record of success as an individual contributor, with experience closing 6-figure deals and crushing quota, • Humility, resourcefulness, directness, ambition, extreme comfortability with change, • Emotional intelligence and an empathetic nature, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.*Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

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

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

Job Description Marketing Lead (Hybrid – New York City) About DiligenceVault At DiligenceVault, we’re on a mission to make diligence possible for all. Our award-winning digital diligence platform empowers investors and fund managers to streamline and scale their due diligence processes across the $100+ trillion global asset management industry. With 70,000+ users across 17,000 firms in 100+ countries, we are transforming how investment professionals connect, collaborate, and make data-driven decisions. As we continue our rapid growth, we’re looking for a strategic, hands-on Marketing Lead to help shape the future of how diligence is done. The Role This is a hybrid role based in New York City. As Marketing Lead, you’ll own demand generation, content, and events to fuel pipeline growth and brand visibility. You’ll collaborate across sales, partnerships, and product to execute measurable campaigns that drive revenue and strengthen DiligenceVault’s position as the category leader. This role combines strategy and execution — ideal for someone who has built and scaled marketing in a B2B SaaS product company. What You’ll Do Demand Generation & Campaigns • Design and execute integrated campaigns across digital, email, and event channels to drive qualified pipeline., • Manage HubSpot for workflows, lead scoring, segmentation, and reporting., • Build and optimize landing pages, CTAs, and nurture flows for conversion., • Track performance (MQLs, SQLs, pipeline attribution) and optimize continuously., • Align closely with Sales to ensure campaign ROI and lead follow-up. Content Marketing • Develop and own a persona-driven content strategy across the buyer journey., • Write and edit compelling blogs, case studies, newsletters, guides, and whitepapers., • Maintain the editorial calendar and coordinate contributions from internal stakeholders and partners., • Amplify thought leadership across email, social, and third-party syndication., • Repurpose webinars, product updates, and events into high-value content. Events & Conferences • Lead event strategy for industry conferences, webinars, client roundtables, and partner events., • Manage end-to-end logistics: booth presence, speaker coordination, lead capture, and follow-ups., • Build pre- and post-event campaigns to maximize ROI and conversion. Sales Enablement & Collaboration • Create enablement tools (decks, one-pagers, case studies, battle cards)., • Partner with sales and partnerships on ICP personas, messaging, and campaign timing., • Translate product features into client-centric value with Product Marketing., • Foster alignment across teams for maximum marketing impact. What You Bring • 5+ years of B2B SaaS product marketing experience (fintech / investment management SaaS strongly preferred)., • Proven success driving pipeline-focused demand generation (MQLs, SQLs, revenue attribution)., • Direct experience marketing a SaaS product (not just services, agencies, or consumer campaigns)., • Hands-on experience with HubSpot (or similar automation tools) and Salesforce., • Excellent writing and storytelling skills with sharp messaging instincts., • Strong analytical mindset: skilled in measuring, reporting, and optimizing campaigns., • Event management expertise from strategy to execution and ROI measurement., • Proactive & self-starter with strong project management and collaboration skills., • Bachelor’s degree in Marketing, Communications, Business, or related field. Bonus Points If You Have: • Knowledge of institutional asset management (asset managers, private equity, hedge funds)., • Experience with WordPress or Canva or Figma for light design/web updates., • SEO and content syndication expertise., • Webinar production and virtual event management skills., • Familiarity with AI/LLM-driven marketing tools. Why Join Us? • Join a high-growth SaaS company redefining diligence in investment management., • Be part of a global, collaborative, and passionate team solving meaningful challenges., • Own high-impact projects with visibility across the organization., • Flexible hybrid work (NYC Tri-State candidates only)., • Competitive benefits: medical, dental, vision, One Medical membership, 401k., • Generous PTO (vacation, sick leave, public holidays)., • Global offsites fully covered (previous locations: Goa, Dubai, Udaipur, etc.)., • Employee donation matching program., • Dynamic, ambitious, and fun culture where your work makes a real impact. Compensation • Base Salary Range: $95,000 – $125,000 per year (depending on experience and geography)., • Discretionary annual bonus., • Equity options. DiligenceVault is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law. Powered by JazzHR h90tcb3CYS

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