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Job Description We are looking to fill a unique opportunity for a Senior Accountant/Analyst (Rotational Program) where you will gain broad experience across a range of accounting and finance projects that will be both challenging and rewarding at a multi-billion business. This is a rotational program that will offer opportunities in accounting and financial analyst roles. Expanding your skill-set and gaining exposure to the executive level and across a range of functions, you will rapidly gain broad experience across the corporate accounting and finance function that would normally take years of working towards. This is a hybrid role and pays 85K-90K plus 15% Bonus. This company offers: Excellent working culture and benefits, extremely stable company with fantastic career progression opportunities. Responsibilities: Financial planning and analysis Management reports Financial reports Investment accounting SOX controls Present to the executive level. Experience Requirements: · 2-3 years public accounting experience is a plus Education Requirements: Under-graduate degree with an accounting or finance Masters Degree preferred. CPA licensed or candidate/eligible is a plus “Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.” Pay Details: $85,000.00 to $90,000.00 per year Search managed by: Rami Muhanna Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Job Description: The Operations Associate - Core Service will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities within our firm. As a member of Operations - Core Service, the Associate will be responsible for owning the system administration of our Trust and Family Office Services systems, including documentation and development of processes to assist in the onboarding of our clients. This person will work closely with our financial advisors, vendors, and custodian support teams as well as provide project assistance to our Chief Operations Officer, Chief Financial Officer, and Chief Compliance Officer. This position is based in our Dallas, TX office. Parallel is currently operating in a three-day, in-office hybrid work structure. Responsibilities: Systems Administration • Execute performance reconciliations of Fidelity, Schwab, and custodial data., • Act as a trusted internal resource and subject matter expert for advisors and cross-functional teams, providing guidance on Parallel’s trust and family office services. Partner with stakeholders to introduce new system functionality and drive user adoption., • Participate in firmwide projects to bring efficiency and improved workflows within the team., • Create, reconcile, and input alternative investments transactions and valuations by reviewing investor statements and reconciling capital account activity., • Produce quarterly performance reports and upload to the client portal., • Collaborate with leadership and cross-functional partners to provide business intelligence metrics., • Work with compliance to generate firmwide reporting for regulatory needs., • Generate recurring quarter end reports to review account data and review Black Diamond setup for data integrity to prepare for firmwide billing., • Very strong attention to detail and problem solver., • Savvy with technology, especially as it pertains to data entry and systems maintenance., • Deadline oriented and highly organized., • Ability to work effectively and independently in a fast-paced environment., • Financial software experience a plus (ex.: BlackDiamond, Orion, Tamarac, Addepar, or something similar), • Trust and Family office software experience (BlackDiamond, InnoTrust, etc.), • Microsoft Excel experience required. Familiarity with functions such as VLOOKUP, INDEX, preferred., • Two (2) to (5) years of experience in Wealth Management, with exposure to single- or multi-family office a plus. Parallel offers a competitive compensation package including: • Salary based upon experience., • Opportunity for a discretionary, semi-annual incentive award., • Benefits including health care, dental, vision, and 401k plans., • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco CA and have offices in Dallas, Dayton, Denver, Durango, Durham, Honolulu, Los Angeles, Reno, and Scottsdale., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Accountant Office Location: Dallas, TX About the Team & Role: The Accountant will be responsible for accounts payable, accounts receivable, financial reporting, reconciliations and financial analysis across affiliated US entities in accordance with accounting policies, procedures and controls. This role will also provide the support of firm cash processing, financial audit, and applicable tax return. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Monthly closing process for multiple entities, • Responsible for accounts payable and receivables, • Responsible for financial statement reconciliations, • Assist with bank reconciliation, • Assist with various financial and regulatory audits, • Provide internal and external services related to accounting functions as needed., • Assist with documenting financial controls under the direction of the Controller and the Head of Finance., • Assist in the creation and design of standard and ad-hoc reports as needed, • Contribute to various back office and system implementation projects across the organization., • Bachelor’s degree in finance or accounting, • Excellent excel skills, • Excellent written and verbal communication skills, • Ability to prioritize in a time sensitive and multi-tasked environment, • 1-2 years experience in financial accounting and reporting is preferred (internship experience counts), • Experience in broker dealers is preferred, • Crypto and Futures experience is preferred, • Experience with Oracle or similar preferred, • Willing to obtain Series 27 and/or CPA What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $45,000 - $65,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description SENIOR PROJECT DEVELOPMENT ACCOUNTANT GROUND-UP REAL ESTATE DEVELOPMENT Location: Dallas, TX Work Environment: HYBRID (3 days in-office, 2 days remote) Company Overview: Since its inception in 1991, Provident has developed over $5.5 Billion of real estate projects. We are disciplined and focused on executing deals that offer the best strategy for Provident and our investor partners. With over three decades of experience with opportunistic land development and vertical development in various key U.S. markets, our company thrives on an entrepreneurial spirit and an excellent track record of success. Over the past 30+ years, Provident has executed a diversified real estate investment and development platform. Currently, the $2.9 billion portfolio includes product types such as multi-family, industrial, master-planned communities, hospitality, office, retail, mixed-use, and data centers across the United States. Under the leadership of Leon Backes and Jay Hawes, Provident is a respected, well-capitalized investment firm, that has thrived through three decades and multiple market cycles with foresight, depth of experience, and a unique ability to adapt to shifting demands, market trends, and challenging economic cycles. Provident is in constant pursuit of flexibility, innovation, and professionalism in its operations and investments. By maintaining a streamlined decision-making process, Provident is able to capitalize on fast-moving opportunities and rapidly adjust to dynamic market forces. Position Overview: We are seeking an experienced Project Accountant (CRE Development) to join our growing team. This role calls for a sharp eye for detail and deep expertise in full-cycle development accounting. As Project Accountant, you’ll oversee all financial management and reporting functions tied to active ground-up development projects—ensuring accuracy, transparency, and strategic alignment across every phase of the process. This is an outstanding opportunity to join a well-established, growing company where collaboration, shared success, and integrity aren’t just valued—they’re part of the dress code. We value talent and offer a platform for your professional development. Please note: This position does not involve property accounting. Only individuals with ground-up, full-cycle development experience will be considered. Key Responsibilities: 📊Financial Accounting & Reporting • Lead full-cycle accounting for development and operating real estate projects across Texas, ensuring accuracy under Income Tax Basis and/or GAAP., • Prepare and post monthly journal entries, including accruals, cost of sales, and revenue recognition for assigned assets., • Serve as the primary accounting liaison for project and development managers, providing financial insights and support., • Partner with third-party property management teams to reconcile monthly operating results and ensure accurate financial reporting., • Prepare comprehensive financial statements and reporting packages for lenders, joint venture partners, and internal leadership., • Ensure timely and accurate compliance with lender reporting requirements, including monthly draw submissions and capital activity tracking., • Set up and maintain fixed asset schedules; record depreciation and amortization for all operating properties., • Support the development and refinement of annual budgets and forecasts for both operating and development projects., • Record equity contributions, distributions, and pick-ups for general and limited partners, including minority interest allocations., • Oversee accounting for property acquisitions and dispositions, including waterfall calculations and journal entry preparation., • Respond to ad hoc requests and lead special projects for senior leadership, including the CFO and Controller, with a focus on strategic financial insights and operational excellence. Experience Requirements: • Degree in Accounting, Finance, Economics, or related field., • 7+ years of experience with ground-up real estate development., • Real Estate software experience: Yardi, Excel required. Core Capabilities: • Self-starter with an entrepreneurial mindset; thrives in dynamic environments and pivots seamlessly across projects and priorities., • Strong analytical and creative problem-solving skills, with a results-driven approach., • Excellent written and verbal communication skills, with the ability to present effectively to owners, equity partners, and tenants., • Ability to work independently, managing multiple high-priority projects simultaneously., • Lifelong learner who applies expertise with confidence and defends analysis clearly and persuasively to investment committees. Why Join Provident? • Industry-leading developer with strong financial backing., • Competitive compensation package, including performance-based incentives., • Collaborative, high-performance culture that values innovation and entrepreneurial thinking. #LI-DNI Powered by JazzHR eqykpSfjck

Job Description The Paid Media Specialist is responsible for developing, managing, and optimizing paid advertising campaigns across multiple platforms to drive traffic, generate leads, increase conversions, and achieve key performance goals. This role requires expertise in paid search, social media advertising, programmatic display, and analytics. The Paid Media Specialist works collaboratively with the marketing, creative, and analytics teams to align campaigns with overarching strategies and ensure maximum return on investment (ROI). Key Responsibilities: Campaign Strategy and Planning • Develop and execute paid media strategies across platforms such as Google Ads, Facebook Ads, LinkedIn Ads, Instagram, YouTube, and programmatic display., • Collaborate with the marketing and creative teams to align paid campaigns with broader marketing objectives and brand messaging., • Launch and manage paid advertising campaigns, including keyword research, audience segmentation, bidding strategies, and ad placements., • Set up, monitor, and optimize campaigns in real-time to ensure performance metrics (CTR, CPC, ROAS, etc.) meet or exceed targets., • Leverage audience insights and data to create detailed targeting profiles based on demographics, psychographics, behaviors, and interests., • Develop and implement retargeting strategies to re-engage potential customers and drive conversions., • Allocate campaign budgets effectively across platforms and campaigns to maximize ROI and achieve business objectives., • Monitor daily and weekly spend to ensure campaigns stay within budget while delivering optimal performance., • Track, analyze, and report on campaign performance using tools like Google Analytics, Facebook Ads Manager, and other platform-specific analytics., • Generate actionable insights from data to optimize future campaigns and improve ROI., • Stay up to date on platform updates, new ad formats, and emerging technologies to ensure campaigns leverage the latest features and best practices., • Test and experiment with different ad types, targeting options, bidding strategies, and creative assets to optimize performance., • Work closely with the creative team to develop ad assets that align with platform specifications and audience preferences., • Partner with the analytics team to track attribution models, conversion paths, and audience insights., • Ensure all paid media campaigns adhere to platform policies, brand guidelines, and legal requirements. Technical and Analytical Skills • Advanced knowledge of paid media platforms, including Google Ads, Facebook Ads Manager, LinkedIn Ads, and programmatic tools like Google Display Network or DV360., • Strong analytical skills with experience using Google Analytics, SEMrush, or similar tools to track and optimize campaign performance., • Solid understanding of digital marketing fundamentals, including attribution models, conversion funnels, and audience segmentation., • Excellent communication skills for presenting campaign performance and insights to stakeholders., • Ability to manage multiple campaigns simultaneously, ensuring deadlines and performance goals are met., • Bachelor’s degree in marketing, Advertising, Communications, or a related field (or equivalent experience)., • 3–5 years of experience managing paid media campaigns, preferably across multiple platforms., • Proven track record of successfully managing ad budgets and achieving measurable results., • Paid Media Platforms: Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager, TikTok Ads, Pinterest Ads, etc., • Analytics Tools: Google Analytics, Google Tag Manager, and platform-specific insights tools., • Keyword and Competitor Research: SEMrush, Ahrefs, or similar tools., • Results-Driven: Focused on achieving measurable results through data-driven decision-making and performance optimization., • Innovative Thinking: Willingness to experiment with new ad formats, platforms, and strategies to improve campaign outcomes., • Problem-Solving Skills: Ability to identify and address performance issues, ensuring campaigns stay on track., • 401(k), • 401(k) matching, • Dental/Vision insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • 8-hour shift Powered by JazzHR iP2vkJbDgk

Job Description Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life and help them achieve their financial goals while building a tremendous career for themselves in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right individual, it can be a truly rewarding career. Training, Development, and Benefits: • Our brand new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference, • In conjunction with office training, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online development system that is accessible anytime, anywhere, and from any device. Learn when and how you want Our training program extends beyond the virtual and physical classroom, as our Agents learn best by doing. Every office has a dedicated sales-support team, consisting of our Management Team and in-office Sales Management Trainers, who work with Agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. Devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and clients, • #72 on Fortune 100 in 2022, • Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19, • New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity, • Discuss financial concerns and needs with potential clients identified during the prospecting process, • Develop and employ marketing and business plans to grow the client base, • Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more, • Improve your professional skills and knowledge through the New York Life training curriculum, • Secure optional licenses for selling securities and investment products for wealth management and advanced planning Qualifications: • Strong written and verbal communication skills are required to effectively share complex ideas, • Ability to engage your community and leverage personal networks and contacts, • A growth mindset and sales experience are strongly preferred, • Solid business expertise and knowledge are a must, • Must possess uncompromising integrity Please Note: We, unfortunately, can only accept applicants who are either in the US. Citizens who reside within the United States. We currently don't sponsor US H-1B visas. About Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Flexible schedule, • Free food & snacks, • Opportunity for advancement, • Paid time off, • Parental leave, • Vision insurance ROLE DESCRIPTION: As Sales - Insurance Financial Service Representative for Yasmine Luevano Insurance Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships in insurance and financial services., • Provide clients with comprehensive financial planning and insurance advice., • Assist clients 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., • Strong communication and interpersonal skills., • Licenses in insurance preferred.

Job Description Raines Co. - Your Future is Now! You are one of the two key managers responsible for all operations in the property and directly involved in the management of team members. You are watchful and attentive to ensure the quality care of staff and attend to guest needs. You share your knowledge and transform issues into positive opportunities. You ensure communication between management and team members is flawless. Because of your high level of energy, your potential for growth is outstanding. If you exhibit these qualities, Raines Co. will be a great opportunity for you to realize your full potential. Established in 1988 as a family-owned business, we have grown into a fully integrated development, management, and investment company that develops, operates, and owns the world’s leading hotel brands as well as boutique hotels. Raines has maintained a family-oriented culture that believes in building relationships with our associates, with our partners and within the communities where we operate. We offer comprehensive Medical/Dental/Vision benefits, 401K, a generous PTO program, and the opportunity to join a winning culture recognized for rewarding our best with opportunities to advance their career within the company. Job Summary: The Assistant General Manager helps the General Manager to ensure the day-to-day business operations run smoothly. Essential Job Functions • Oversee the day-to-day operations and assignments of the hotel staff; assist the General Manager in the development and communication of departmental strategies and goals., • Communicate and enforce policies and procedures, • Recommend and/or initiate salary, disciplinary, or other staffing/human resources-related actions in accordance with Company rules and policies. Alert General Manager of potential issues, • Ensure all staff is properly trained and have the tools and equipment needed to effectively carry out their job functions, • Supervise staff in multiple departments as needed, • Use company-wide tools, systems and applications without exception, • Provide hands-on support for front office operations, • Ensure accounts receivables are updated and invoices are sent and reconciled weekly. Follow-up with customer payments to ensure proper credit to accounts and escalate customer non-payment issues immediately, • Front office, revenue, and reservation functions to ensure the delivery of superior guest services, the security of monies, credit card transactions and guest information, and that established goals are achieved, • Ensure a safe and secure environment for guests, employees, and hotel assets, • Respond to guest inquiries to include complaints, • Report incidents to the appropriate people to include HR, Insurance, RDO, etc, • Maintain a proactive human resources function to ensure positive employee relations, training and development, wage/benefit administration and compliance with policies and procedures and labor regulations Prior Assistant General Manager, Front Office Manager, or Operations Manager experience Proficient in Microsoft 365 or similar computer applications Experience with brand's PMS and Point of Sales systems Minimum High school diploma, GED or equivalent Bachelor's degree in Business Administration, Hotel and Restaurant Management, or related major preferred Raines is proud to be an Equal Opportunity Employer We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This description is a summary of primary responsibilities and qualifications. The job description is not intended to include all duties or qualifications that may be required now or in the future. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pre-employment background check required. EEO/D/V Application Tips: We encourage job seekers to protect themselves from email and recruiting scams. Please note: 1) We do not accept applications via email or fax; 2) We never ask for money as part of the application process; 3) We only contact job applicants from approved email domains.

Job Description Private Wealth Management Intern | Summer 2026 Reports to: Assigned Mentor (with various additional team coaches throughout the summer program) Duties and Responsibilities: • Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance., • Complete rotational program by rotating through a minimum of three of the following teams:, • Client Advisory Team – Learn the fundamentals of private wealth management and update client financial information (balance sheets, quarterly reporting information, reallocations, etc.) Complete various client-specific projects such as real estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as-needed basis., • Investment Team – Learn TWM's investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses., • Philanthropy Team – Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning., • Trust Team – Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney., • Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college, • Graduation date on or before May 2027, • Minimum GPA of 3.3 (overall), • Strong financial analytical skills and understanding of basic financial concepts, • Desire to learn and grow professionally in the personal wealth management/multi-family office business, • Experience using Windows based software, including Microsoft Excel and PowerPoint, • Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program The recruiting team will review resumes for the position beginning October 20 with offers expected to be sent out late November 2025. NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

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 1,500+ employees located across twelve offices. Job Description Program Start Date: June 1, 2026 Program End Date: August 7, 2026 Duration: 10 weeks Are you ready to drive commercial impact and contribute to high-stakes client projects? Join us as a Client Service Summer Associate, where you’ll play a vital role in sourcing and connecting with industry experts who offer the crucial insights our clients need. What You’ll Do As a Client Service Summer Associate, you'll take on a communication-intensive role focused on identifying and engaging with industry experts — the specialists who provide key knowledge our clients rely on for important decisions. By deeply understanding project needs, you'll play a key part in connecting our clients with the right expertise. After completing our in-depth training at the New Joiner Academy, you’ll be equipped to handle the following responsibilities: * Expert Sourcing: Use our internal database and external directories to identify specialists who match the client’s project requirements. * Cold Calling & Outreach: Proactively reach out to potential experts via phone and email, often through cold calls, to engage them for specific projects. * Project Understanding: Analyze client briefs to understand the expert profile needed for each project. * Expert Engagement: Build relationships with experts, explain the project context, and coordinate their participation through interviews, meetings, or surveys. * Coordination & Follow-Up: Manage all expert-related logistics, ensuring seamless communication and timely scheduling for each project. You will also have the opportunity to: * Participate in career-building workshops on essential topics like professionalism, corporate communication and presence, transitioning into the workforce, and maintaining strong work-life wellness, equipping you with the skills and insights to succeed as a well-rounded business professional. * Lead and present a capstone project to senior leadership, providing you with the opportunity to further refine your critical thinking, commercial acumen, and communication skills. • Opportunity to receive a full-time employment offer to return post-graduation. Explore what it’s like to work as a full-time Associate through our virtual job simulation. Imagine your future full-time postgraduate career at Third Bridge here. What You’ll Gain In addition to gaining transferable, hands-on commercial and client management experience, you’ll develop a set of key skills that will be invaluable throughout your career: * Drive: You’ll learn how to stay motivated and resilient, taking ownership of your work and seeking responsibility. You’ll sharpen your ability to understand project requirements and find solutions to ensure success. * Coachability: As you learn and grow, you’ll ask the right questions, quickly absorb feedback, and apply it to improve your performance and make informed decisions. * Credibility: You’ll strengthen your verbal and written communication skills, learning to adjust your style for different audiences and influence positive outcomes. * Problem Solving: You’ll develop a proactive mindset, learning to anticipate challenges and think strategically to overcome obstacles and deliver results. This role is ideal for individuals who are proactive, comfortable with phone outreach, and eager to develop skills in relationship-building, project management, and professional communication. Qualifications * Required: undergraduate student with an expected graduation date between Winter 2026 and Summer 2027 * Able to be onsite in our Dallas office for the full 10 weeks of program (relocation and housing are not provided); aims to begin full-time career in Dallas * Track record of strong academic performance * Leadership in extracurricular involvement * Previous internship experience indicating an interest in business is a plus * Outstanding written and verbal communication skills * English language fluency is required * Work authorization in the United States - We don’t sponsor visas but will consider applicants with OPT eligibility* Interview Process * Initial interview with Talent Acquisition * Case study interview with a business lead * Final interview with a member of our senior leadership team Additional Information Thrive at Third Bridge! * Compensation: $11,538 for the 10-week program with potential for a full-time offer to return after graduation; equates to $28.85/hour * Prime location in state-of-the-art office across from the American Airlines Center in Victory Park * Free daily parking, including for any events at the AAC during duration of program * Ability to participate in Annual Summer Away Day social with your colleagues * Team socials and happy hours * Free use of onsite gym * Daily free breakfast, snacks, and beverages; free weekly lunch *The successful candidate must have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Job Description Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life 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. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential., • Manage their own work schedule and establish an attractive work/life balance., • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development., • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirements, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position Qualifications: • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Experience working in sales is required, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field If you are: • Highly motivated, • A strong communicator, • Seeking a rewarding and challenging career We would like to learn more about you! About Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Middle Office Escalations Specialist Office Location: Dallas, Texas About the Team & Role: We are seeking a detail-oriented and client-focused Middle Office Escalations Specialist to join our team at Moomoo Finanical Inc. This role requires a deep understanding of trading and investment strategies, as well as strong communication and problem-solving skills. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Respond to and resolve trade escalation inquiries promptly and accurately, • Develop subject mastery in trading strategies, derivatives, and investment products to provide tailored support to clients, • Investigate root causes of issues and coordinate cross-functionally with Trading, Compliance, and Operations teams to ensure timely resolution, • Cultivate strong client relationships by providing proactive communication and ensuring timely dissemination of relevant notices and updates, • Serve as a backup for reviewing and processing account applications, client profiles, and account openings to maintain service continuity Requirements What You Bring: • Bachelors in Business, Finance, economics or related field, CFA certification, 2 years experince or combination, • Strong understanding of equity and derivatives markets, trading platforms, and order lifecycle, • Strong interpersonal and written communication skills, • Highly motivated with capability to work with minimum supervision, • Ability to prioritize and multitask effectively under pressure and excellent organizational and time management skills are essential, • Ability to investigate complex issues, analyze root causes, and drive resolutions efficiently, • Fluent in Mandarin preferred, • FINA Series 7 & 63 required, 24 preferred Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Our client is a is a global provider of investment and financial services and software for the financial services industries. Job Description: Seeking a Managing Director, Technology to join our team. This role will work across our clients product portfolio, with accountability for the development of world-class products for our customers. This person will run the Technology pillar in the product organization. Why You Will Love It Here: • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans, • Your Future: 401k Matching Program, Professional Development Reimbursement, • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, • Your Well-being: Medical, Dental, Vision, Employee Assistance Program, Parental Leave, • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity, • Training: Hands-On, • Merging of engineering teams, skills, experience, and cultures across our clients product portfolio, • Delivering modernization activities in the tech stack in line with the overall strategy, including large enterprise applications to SaaS-based deployments, breaking apart a monolith, advancement of development ecosystems, and being an enabler for the move to Cloud First strategies., • Driving technology conversations and decisions with key stakeholders at the executive level., • Onboarding new companies/teams as required via mergers/acquisition, • Determine the design of the Technology organization, strengths and weaknesses, and how to strengthen the team to meet their strategic objectives., • Ensure the continuous delivery of product features and enhancements that deliver on expected growth outcomes., • Direct the launch of new modules and releases, along with the cross-functional implementation of the plan; ensure all product build deliveries are on time and of the required quality., • A background in software engineering., • Applied knowledge of agile delivery, ideally using multiple methodologies., • Previous track record of modernization of enterprise-level applications., • Proven experience of building, expanding and running large, globally distributed Engineering teams., • SaaS cloud knowledge, ideally in migrating products to cloud., • Experience of DevOps delivery into production environments, • Experience in marketing functions or in branded product development., • Experience and awareness of governance, financial management and risk management., • Ability to be a constant force for improvement in the development and marketing of world class products.

Job DescriptionDescription: Overview White Rock Medical Center, a 218-bed acute care hospital in East Dallas, is undergoing one of the most ambitious hospital transformations in the region. With new leadership at the helm, we’re not just fixing what’s broken—we’re rearchitecting how a hospital should run: operationally sound, financially disciplined, and deeply committed to the communities we serve. We are seeking a Strategy & Operations Associate to join our executive team. This role is not a stepping stone — it’s a launchpad for future healthcare executives. If you’re coming from private equity, investment banking, or top-tier consulting and looking for real operational ownership with a clear path to the C-suite, this is it. The Opportunity This is a high-intensity, high-reward role. You will operate directly under the Chief of Staff, with visibility across every department and challenge in the hospital. You’ll take ownership of some of our highest-priority strategic and operational initiatives — not just building the roadmap, but executing it. This is a role for someone who wants to move from strategy slides to operational action. You'll work in the trenches with clinicians, department heads, and business leaders to rebuild hospital functions from the ground up — and you'll be held accountable for real outcomes. The work is relentless, high-impact, and career-defining. In return, you’ll gain the kind of end-to-end P&L, operational, and leadership experience that accelerates your path to becoming a COO, CSO, or CEO of a hospital or health system. What You’ll Do • 2–3 years of experience at a top-tier private equity firm, investment bank, or management consulting firm (healthcare or operations experience a plus but not required), • Highly analytical and financially fluent — you can build robust models, but more importantly, you can use them to drive decisions, • Operate with a founder’s mentality: you see inefficiencies and act on them, you take ownership when things go wrong, and you don’t stop until it’s fixed, • Insatiably curious — you want to understand how a hospital works top-to-bottom, and you’re excited to get deep into the operations, finance, and clinical workflows, • Ready to grind — this role will demand long hours, intellectual rigor, and emotional maturity. You must thrive in high-stakes, high-pressure environments., • Location: On-site in Dallas, TX (East Dallas), • Compensation: Competitive base salary + performance-based bonus tied to project impact and hospital growth milestones, • Career Progression: Fast-tracked growth for candidates who demonstrate initiative, discipline, and resultsRequirements:

Job Description We are looking for a Supervisor, Social Investment & Operations to lead the charge in flawless media execution, operational excellence, and strategic alignment across all major social platforms. As the Supervisor, Social Investment & Operations, you’ll be the go-to expert, providing leadership, insight, and executional oversight to ensure that every social recommendation supports broader business objectives and delivers measurable results. This is a hybrid opportunity that will sit in our Dallas, TX office. Responsibilities: • Ensure Social has a seat at the table with strategy and planning teams to provide the best recommendations on media plans., • Represent the Social team in strategy discussions and client-facing calls as a platform expert., • Serve as a trusted partner to clients, helping them translate business goals into effective, paid social marketing strategies., • Collaborate closely with cross-functional teams and other leaders to guide the strategic direction of social operations., • Lead the team in achieving defined goals, KPIs, and business results., • Support the development and execution of new business pitches, including research, presentation building, and coordination across internal teams to help craft compelling and strategic proposals., • Ensure all campaign strategies are sound, executable, and aligned with goals., • Oversee setup, activation, and day-to-day management of campaigns while maintaining client communication., • Manage budgets effectively to ensure accurate investment, proper pacing, and adherence to limits., • Continuously identify and implement process improvements to ensure flawless campaign execution., • Manage team workload and ensure resources are allocated efficiently., • Assign team members to specific projects based on skills, availability, and business needs., • Hold the team accountable for delivering high-quality work within deadlines., • Provide training and mentorship to direct reports to support career growth., • Maintain deep expertise in all major social platforms (e.g., Facebook/Instagram, X, LinkedIn, Pinterest, Snapchat, Reddit) and assess new platforms as needed., • Stay updated on platform changes, opportunities, and trends, and share key updates with the larger team., • Build and maintain relationships with platform partners to leverage best practices., • Collaborate cross-functionally with internal teams and external vendor partners to bring campaigns to life that drive measurable results., • Present planning documents, campaign strategies, and actionable reporting and performance recaps to internal and client stakeholders., • Assist with new client onboarding, ensuring a smooth transition with regard to access, billing, tracking, etc., • Partner with analytics and strategy teams to deliver actionable insights and business-focused recommendations based on campaign performance., • Bachelor’s degree in a relevant field (advertising, marketing, public relations)., • 4+ years of paid social experience in an agency or client setting., • Expertise in managing campaigns on platforms like Facebook, X, Pinterest, TikTok, Snapchat, Reddit and others., • Highly organized and able to manage multiple campaigns across varying timelines., • Attention to detail, flexibility, and a proactive mindset., • Excellent written and verbal communication skills, • Strong problem-solving and analytical skills and the ability to translate data into actionable strategies., • Experience and comfort with presenting to client stakeholders., • Proven ability to lead, train, and develop teams effectively., • Team player, eager to learn, proactive, adaptable and flexible., • Familiarity with tools like Google Analytics, Domo, MMM., • Proficiency in Excel, PowerPoint