Investment jobs in Huntington Station, New YorkCreate job alerts

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You Bring, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills 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 benefits 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. 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. 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. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Job Description To be considered for this position, applicants must be within commuting distance of Melville, NY, be authorized to work in the United States, and have sales experience. Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses. • Three highly-skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve 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, • Complete the program requirements and join the management team as an associate partner, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Hire and lead your own group of financial professionals while serving as an associate partnerQualifications:, • Cultural markets knowledge preferred but not required, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Must have financial services industry and/or insurance industry experience, • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus, • Must be within commuting distance of Melville, NY, • Must be authorized to work in the United States, • Must have sales experienceAbout Company Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength7 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented Junior Bookkeeper to support key accounting and bookkeeping functions. This is a great opportunity for recent graduates looking to gain hands-on experience in accounting and finance. This role offers a supportive environment to grow professionally, learn from real-world experience, and build a solid foundation in the field. Detailed training will be provided. Responsibilities: • Prepare and post entries for monthly bills, • Review expense reports for accuracy and attain approval for payment, • Reconcile bank statements monthly, • Generate reports, sort data, and create pivot tables in Excel, • Organize and audit data prior to issuing reimbursement bills, • Perform other bookkeeping/accounting duties as projects arise, • Maintain a high standard of accuracy, precision, and adaptability Requirements: • Bachelor's Degree in Accounting, Finance, Business, or related field, • Strong attention to detail and organization., • Good communication and basic math skills., • Proficiency in Microsoft Excel and other accounting software/tools is a plus., • Excellent attention to detail and strong organizational skills., • Effective communication and interpersonal skills., • Ability to work independently and as part of a team., • Eagerness to learn and adapt to new challenges., • Integrity and a commitment to maintaining confidentiality. Eagle Rock Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job Description $3,900 Sign-on Bonus* Sales Representative Power is where hustle meets purpose. It’s where leadership opportunities, life-enhancing benefits, and award-winning culture come together. Why? Because our people are our most important asset. And there’s no better investment than their happiness and growth. Our diverse, inclusive, and military-friendly culture has been recognized by Fortune Magazine as the #13 Best Company to Work for and #1 Best Workplace in Construction in the nation, and made the Military Times’ Best for Vets list. 90% of our sales leaders began their careers in entry-level sales positions, proving that Power is a meritocracy - the harder you work, the further you’ll go. The Sales Role Hiring Immediately - As a full-time sales representative, we’re preparing you to succeed in more than just your current position. You will be trained in all of our products and be able to deliver interactive sales presentations that will teach communication skills, negotiation tactics, strategic planning and problem solving. This role will provide you the foundational education and experience needed for all future career growth. The Responsibilities • Delivery of interactive sales presentations on eco-friendly, green products and services to customers, • Participation in ongoing sales training and coaching camps on a weekly basis, • Highly developed communication skills, • Ability to speak publicly with confidence and poise, • Self-motivated, discipline, and career oriented, • Open-minded with a passion for learning a wide-range of skills that will carry through a variety of career paths, • Naturally outgoing individual who thrives in human interaction, • $3,900 Sign-on bonus*, • Hourly Rate plus uncapped commission and bonuses, • Full medical, dental, life, and disability insurance plans that can be tailored to you and your family’s specific needs, • Subsidized child care and fertility benefits, • Paid parental leave, • Free health screenings & rewards for participation in wellness programs, • A comprehensive 401(k) retirement savings program, matched by Power, • Ample paid vacation and holidays, • An employee-relief fund, • Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events, • Year-round events and activities, including an all expenses-paid music festival in Cancun, Mexico for you and a significant other, • Access to the latest technology, such as laptops, and tablets that will help you reach your sales goals faster and more efficiently, • Year-round volunteer opportunities, • Personal development - We provide books, courses and opportunity to attend leadership conferences, • Veterans encouraged to apply, • Melville, NY (Long Island), • Queens, NY, • Riverhead, NY *Power offers a $3,900 sign-on bonus, which will be paid weekly in $325 increments over the course of twelve weeks of initial training. The full sign-on bonus is contingent on successfully completing the twelve weeks of initial training. Power Home Remodeling Group is an equal opportunity employer, and we are committed to hiring a diverse and talented workforce. If you have a disability or special need that requires accommodation, please submit the accommodation request to Company DescriptionWhat makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events? While these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best. We’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!What makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events?\r\n\r\nWhile these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best.\r\n\r\nWe’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!

Job Description $3,900 Sign-on Bonus* Entry-Level Sales Representative Power is where hustle meets purpose. It’s where leadership opportunities, life-enhancing benefits, and award-winning culture come together. Why? Because our people are our most important asset. And there’s no better investment than their happiness and growth. Our diverse, inclusive, and military-friendly culture has been recognized by Fortune Magazine as the #13 Best Company to Work for and #1 Best Workplace in Construction in the nation, and made the Military Times’ Best for Vets list. 90% of our sales leaders began their careers in entry-level sales positions, proving that Power is a meritocracy - the harder you work, the further you’ll go. The Sales Role Hiring Immediately - As a full-time sales representative, we’re preparing you to succeed in more than just your current position. You will be trained in all of our products and be able to deliver interactive sales presentations that will teach communication skills, negotiation tactics, strategic planning and problem solving. This role will provide you the foundational education and experience needed for all future career growth. The Responsibilities • Delivery of interactive sales presentations on eco-friendly, green products and services to customers, • Participation in ongoing sales training and coaching camps on a weekly basis, • Highly developed communication skills, • Ability to speak publicly with confidence and poise, • Self-motivated, discipline, and career oriented, • Open-minded with a passion for learning a wide-range of skills that will carry through a variety of career paths, • Naturally outgoing individual who thrives in human interaction, • $3,900 Sign-on bonus*, • Hourly Rate plus uncapped commission and bonuses, • Full medical, dental, life, and disability insurance plans that can be tailored to you and your family’s specific needs, • Subsidized child care and fertility benefits, • Paid parental leave, • Free health screenings & rewards for participation in wellness programs, • A comprehensive 401(k) retirement savings program, matched by Power, • Ample paid vacation and holidays, • An employee-relief fund, • Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events, • Year-round events and activities, including an all expenses-paid music festival in Cancun, Mexico for you and a significant other, • Access to the latest technology, such as laptops, and tablets that will help you reach your sales goals faster and more efficiently, • Year-round volunteer opportunities, • Personal development - We provide books, courses and opportunity to attend leadership conferences, • Veterans encouraged to apply, • Melville, NY (Long Island), • Queens, NY, • Riverhead, NY *Power offers a $3,900 sign-on bonus, which will be paid weekly in $325 increments over the course of twelve weeks of initial training. The full sign-on bonus is contingent on successfully completing the twelve weeks of initial training. Power Home Remodeling Group is an equal opportunity employer, and we are committed to hiring a diverse and talented workforce. If you have a disability or special need that requires accommodation, please submit the accommodation request to Company DescriptionWhat makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events? While these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best. We’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!What makes Power one of Glassdoor’s Best Places to Work and Fortune’s #13 Best Company to Work For? Is it our unlimited earning potential and opportunities? Our commitment to improve the communities we live and work in? Our award-winning events?\r\n\r\nWhile these help boost our success, Power’s X-factor is an unwavering commitment to prioritize customer satisfaction and employee happiness above profit. Not what you expected from a home remodeling company? We didn’t think so. After all, exceeding expectations is what we do best.\r\n\r\nWe’re rapidly expanding across the U.S. and hiring for roles in sales, marketing, tech, operations, and customer service. If you’re looking to join a team of caring, hardworking, and passionate individuals doing what they love, learn more about us below and apply today!

Handsome Homebuyer is one of Long Island’s fastest-growing real estate investment companies. We acquire, renovate, build, and sell properties with speed, precision, and pride. We are seeking a highly motivated, driven, and customer-focused individual who can own the first conversation and set the stage for closed deals. Your ability to connect with clients, identify their needs, and communicate our value proposition will be essential in helping us expand our reach and maintaining our reputation for exceptional service. If you thrive in a fast-paced, high-energy environment and are eager to make an impact at a dynamic organization, we welcome you to apply! Ideal Candidate Mindset You treat every lead like gold. You hate losing more than you love winning. You know how to push deals forward, read sellers, and make the close happen. You thrive when the stakes are high and competition is fierce. Role Overview As the Lead Intake Specialist, you’ll be the first point of contact for all inbound leads. Your mission: build rapport quickly, uncover motivation, and ensure no opportunity slips through the cracks. You’ll manage the entire lead flow from answering inbound calls to persistent follow-up and hand off qualified prospects to our acquisitions team. This role is ideal for someone who thrives on phone conversations, consistent follow-up, and excellent client experience. Key Responsibilities • Serve as the primary contact for incoming leads, providing excellent customer service., • Answer and manage all inbound leads via phone, web, and referrals., • Qualify leads by gathering key details about the property, motivation, and timeline to sell., • Build rapport and trust with homeowners during the first conversation., • Maintain a structured follow-up cadence with leads via phone, text, and email., • Ensure all lead activity is updated, tracked, and documented in the CRM (Podio/Salesforce) and Asana., • Set qualified appointments for Field Sales Representatives., • Collaborate with the acquisitions team to achieve weekly and monthly performance targets. Required Skills & Qualifications • 1-3 years of experience in customer service, inside sales, or lead intake., • Excellent oral and written communication skills via phone, text, and email., • Strong organizational and time management abilities., • Disciplined with CRM updates (continuously updating Salesforce records, and timely follow-ups)., • Strong problem-solving skills and the ability to work both independently and as part of a team., • Comfortable handling rejection and overcoming customer objections., • Competitive individual contributor with a “hunter” mentality: persistent, resilient, and driven to win every lead. Benefits • Medical, Dental, and Vision coverage, • Generous 4 weeks of paid time off, • Company-paid holidays, • Homebuyers Assistance Program, • Career growth, professional development, and learning opportunities, • Join a high-performing, motivated, fast-paced sales team Compensation: $20.00 per Hour + Commission This is a full-time, hourly position starting at $20.00 per hour plus commission. • Estimated total annual earnings: $80,000–$90,000 (based on performance). Selection Process The application process begins with a brief initial phone interview for qualified candidates, followed by a short assessment to evaluate skills and role fit. Finalists will then participate in a collaborative panel interview with key team members. EEO Statement Handsome Homebuyer is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by Federal, State, and/or Local law. Apply Now Ready to elevate? Send your resume to or apply online at ___. (Be sure to include “Lead Intake Specialist – [Your Name]”) #Hiring #RealEstate #Sales #CustomerService #LongIslandJobs #NewYorkJobs #CareerOpportunity #HandsomeHomeBuyer #HHB #Entrepreneurship #BusinesseDevelopment

Marshall Dennehey, a leading Am Law 200 civil defense law firm with over sixty years of continued service to our corporate, insurance, and individual clients, is seeking an Associate Attorney for its Melville, New York office with at least three (3) years of experience in Labor Law, Professional Liability, Premises Liability, Subrogation and General Liability Defense. Compensation range: $125,000 - $200,000 The posted compensation range for this position is based on several legitimate, non-discriminatory factors set by the Firm. Marshall Dennehey is committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, or local pay equity laws. Marshall Dennehey seeks to hire attorneys who want to find their “forever home.” We welcome candidates who desire to advance within the firm while assisting others to do the same. To that end, we prefer a steady and consistent work history. In return, the firm offers a competitive salary including multiple financial bonus opportunities throughout the year, a comprehensive employee benefits package, a firm funded Lifestyle Account entitled “Marshall Associate Advantage”, and a sound future. Marshall Dennehey supports and encourages workplace diversity and we are an Equal Opportunity Employer AA/M/F/D/V. The firm’s investment in this arena has been observed by numerous publications and we were honored with a 2022 “Tipping the Scales” recognition by the Diversity & Flexibility Alliance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law. Qualified applicants may submit their cover letter and resume for consideration. Marshall Dennehey does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job postings.

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Responsibilities: • Prepare and assist with lease-related documents, • Monitor lease expirations and send out renewal offers, • Follow up with residents on renewals until full execution of leases, • Update the property management program with lease terms and files, • Assist in creating and maintaining tenant records, • Support the leasing manager with general office maintenance by answering phones and performing other administrative tasks, • Assist and address tenants' lease inquiries and provide follow-up information to the property managers, • Prepare and submit reports as needed, • Consistent and timely follow-up on all calls and emails, • 1 - 3 years of experience in Market Rate residential property management preferred, • Prior leasing experience preferred, • Strong communication & marketing skills, • Professional and positive attitude, • Proficient in Microsoft Office Suite, Outlook Eagle Rock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job DescriptionDescription: Job Summary: As the Finance Controller, you will play a pivotal role in TMS financial operations, overseeing financial planning, budgeting and financial reporting. Reporting directly to the Chief Financial Officer (CFO), you will be responsible for oversight of accounting staff, GL integrity, and closing out the books each month. Key Responsibilities: Financial Reporting and Analysis: · Oversee the timely and accurate preparation of financial statements, management reports, and other financial analyses. · Present financial information to the executive team, board of directors, and relevant stakeholders. Team Leadership and Development: · Manage and mentor a team of finance professionals, providing guidance, training, and development opportunities to enhance their skills and knowledge. · Foster a culture of collaboration, integrity, and continuous improvement within the finance division. Treasury and Cash Management: · Oversee treasury functions, including cash flow forecasting, liquidity management, and investment strategies to optimize returns while ensuring liquidity needs are met. Strategic Financial Initiatives: · Collaborate with senior leadership to develop and execute financial strategies that drive sustainable growth, capital allocation, and shareholder value. Requirements: Qualifications: · Proven experience (10+ years) in finance and accounting, with at least 3 years in a senior leadership role within the mortgage industry. · In-depth understanding of banking regulations, financial markets, and accounting principles. · Having Mortgage Servicing accounting experience is a plus Excellent communication and interpersonal abilities, with the capability to interact effectively with executives, regulators, and other stakeholders.

Job Description New York (Hybrid) | Full Time, Commission-Based Job Description Elliman Capital Loan Officers deliver a high-touch, concierge-level mortgage experience supported by a modern digital platform. In this role, the Mortgage Loan Originator will guide clients from initial inquiry through closing, presenting tailored financing solutions and maintaining trusted relationships with real estate partners across the New York market. This position is best suited for proactive relationship builders who communicate clearly, operate with urgency, and maintain exceptional file quality and compliance discipline. Responsibilities * Engage promptly with leads from pre-qualification forms, online applications, and referral partners * Evaluate borrower goals and present customized financing options across conventional, jumbo, and specialty programs * Structure loan scenarios and lock pricing consistent with underwriting guidelines and client objectives * Collect and review documentation to expedite approvals, setting clear expectations on timelines and conditions * Manage a full pipeline from application through funding with proactive communication at each stage * Collaborate with processors, underwriters, and closers to resolve conditions efficiently * Build and maintain relationships with real estate agents, developers, and past clients to drive referral business * Maintain accurate disclosures, detailed notes, and clean files in LOS and CRM systems * Ensure strict adherence to all state, federal, and NMLS regulatory requirements Qualifications * Active NMLS license in New York (or ability to obtain promptly); clean regulatory record * Minimum two years of front-end origination experience; luxury and investor market experience preferred * Strong knowledge of FNMA/FHLMC conventional and jumbo programs; familiarity with FHA, VA, and Non-QM lending * Strong consultative and communication skills with client-first focus * Highly organized, detail-oriented, and able to manage a high-volume, deadline-driven pipeline * Tech-proficient and comfortable operating in a digital-first environment Preferred Experience * Proficiency with nCino, Optimal Blue, and Encompass * Existing referral network or book of business * Multilingual capabilities * Experience with high-balance, second home, and investor financing Support Provided * Full suite of competitive loan products, including luxury, investment, and specialty programs * Streamlined, technology-driven borrower experience * Integrated referral network through Douglas Elliman Real Estate and other luxury partners * Flexible hybrid work structure * Dedicated marketing, branding, and operational support from an experienced in-house team Compensation Disclosure (NY Compliance) This position is commission-based. Annualized earnings typically range from $50,000–$500,000+, depending on production volume and loan mix. Compliance Statement Elliman Capital is a DBA of Associated Mortgage Bankers, Inc. (NMLS #24794), licensed by the New York State Department of Financial Services. Employment is at will and contingent upon maintaining active NMLS registration and compliance with the SAFE Act and all applicable federal and state lending regulations. Elliman Capital is an Equal Opportunity Employer. All employment decisions are made without regard to any protected status under federal, state, or local law.

Job Description COMPANY OVERVIEW: CERTERRA (formerly RMA Companies) is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, CERTERRA has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. Job Summary: We are seeking a Lab Supervisor to oversee our laboratory operations and ensure the highest quality of testing services. The supervisor will be responsible for supervising staff, assisting the Lab Director in developing and implementing lab policies and procedures, and maintaining compliance with regulatory standards. Qualifications • Associate’s degree in Engineering (preferred)., • Minimum of 3+ years of experience with laboratory testing of construction materials, with at least 1+ years in a supervisory or managerial role, • Strong knowledge of laboratory operations, quality control, and regulatory requirements, • Excellent leadership, communication, and problem-solving skills., • Oversee daily operations of the laboratory, including scheduling, staffing, equipment calibration and verification, and workflow management, • Assist Lab Director in developing and implementing lab policies, procedures, and quality assurance programs, • Ensure compliance with regulatory standards, accrediting agencies, and best practices, • Lead and mentor laboratory staff, providing training and guidance as needed, • Collaborate with other departments to ensure seamless integration of lab services, • American Concrete Institute (ACI) Certifications:, • Aggregate Testing Technician - Level 1 or 2, • Aggregate/Soils Base Testing Technician, • Concrete Strength Testing Technician, • Concrete Field-Testing Technician - Grade 1, • Concrete Laboratory Testing Technician - Level 1 or 2, • Familiarity with Lab Information Management Systems (LIMS)

Job Description???? Digital Performance Analyst ???? Hybrid – Hicksville, NY | ???? Full Time About the Role Nassau Candy is seeking a Digital Performance Analyst to turn marketing data into actionable insights that drive online growth. In this role, you’ll analyze performance across our B2B eCommerce site, email, SEO, and paid media programs — helping shape strategy, improve user experience, and guide investment decisions. You’ll collaborate across marketing, merchandising, sales, and web development teams to ensure every digital initiative is optimized for engagement, efficiency, and conversion. ???? What You’ll Do???? Analytics & Reporting * Monitor website, email, and paid media performance using GA4, Klaviyo, and SEMrush * Build weekly and monthly dashboards highlighting key KPIs and performance trends * Translate data into actionable insights and recommendations for sales and marketing teams ???? Website & UX Insights * Analyze user behavior, funnel performance, and conversion paths to identify friction points * Partner with developers to test and implement site improvements * Track homepage, landing page, and campaign performance to inform content and merchandising priorities ???? Email & CRM Performance (Klaviyo) * Evaluate campaign and automation performance — open, click, and conversion rates * Conduct A/B testing to improve deliverability and engagement * Report on lifecycle performance and segmentation effectiveness ???? Paid Media Optimization * Partner with the marketing agency and Google reps to analyze CPC, conversion rate, and ROI * Recommend budget reallocations and keyword adjustments based on performance insights ???? SEO & Organic Growth * Conduct keyword and content audits using SEMrush and GA4 * Identify opportunities to increase organic visibility and improve on-page SEO * Monitor and report on ranking shifts and traffic attribution ✨ What We’re Looking For * 3–5 years of experience in digital analytics, marketing performance, or eCommerce analysis (B2B preferred) * Proficiency with Google Analytics 4, Looker Studio, Klaviyo, SEMrush, and Excel * Solid understanding of SEO, PPC, CRO, and attribution modeling * Strong analytical mindset — able to interpret data and present clear insights * Collaborative communicator comfortable working across teams

Job Description We’re IntelliShift, a rapidly growing B2B SaaS company with 20 years of expertise in fleet management technology. IntelliShift is the fleet intelligence platform for safety and operations teams, and we empower construction, utilities, field services, and last mile delivery businesses to make the intelligent shift from siloed data using point solutions, to one simple, powerful platform. IntelliShift provides these customers with a level of insight they’ve never had before to improve safety, establish next generation operational efficiency, and make intelligent decisions. Our consistent, organic growth plus a recent $70M investment has accelerated the expansion of our fantastic team and we are currently seeking to add a results-oriented Enterprise Sales Director. As a Sales Director on our Enterprise team, you are a critical part of our sales team. You will be responsible for growing net new business for the company through outbound sales activities, as well as warm leads via our ADR team. You will work cross functionally with the customer success, account management, implementation, support, and services teams to ensure a great and consistent customer experience. You will build and sustain a measurable pipeline against your sales and revenue targets within the Enterprise customer community. This is a full-time, remote-based salaried position, with frequent travel to customer sites, IntelliShift's NY headquarters, and trade shows. What you will do: • Deeply understand the IntelliShift platform's capabilities and explain them to businesses of all types - transportation, food and beverage delivery, utilities, field service and many more., • Build and foster relationships with customers., • Build new business in a specified territory via warm leads and outbound sales activity., • Drive new business growth by selling solutions to Enterprise commercial accounts., • Collaborate with the Account Development (ADR) team., • Research and understand the prospect client's business goals, objectives, and challenges., • Collaborate with marketing team to improve and/or create marketing and sales collateral to highlight product/services value proposition., • Communicate accurate and timely forecasts to multiple layers of leadership both internally and externally., • Prepare and execute sales plans, events, and campaigns., • Actively use social networking to expand company reach to prospective customers., • Deliver strong performance against sales/revenue targets. What you'll need to do it: • 4+ years of successful Enterprise sales experience at a SaaS company required, tech sales experience preferred., • 2+ year(s) of experience in Fleet Management/Telematics a plus., • Experience building and managing a pipeline., • Experience with Salesforce required., • Experience supporting or working with technical products., • Ability to work with customers with diverse and complex needs across multiple industries., • Build and maintain appropriate relationships at all levels with your prospects., • Self-driven and proactive nature., • Excellent communication and interpersonal skills., • High technical aptitude and interest in learning new technologies., • Strong business acumen., • Ability to juggle competing demands and priorities., • Team-oriented and with a strong ability to develop relationships internally and externally., • Demonstrable ability to meet/exceed Sales targets. The values you’ll live by as part of the team: • Customer-Obsessed- Our customers are at the center of everything we do. When they win, we win. We’re more than just a vendor; we’re committed partners., • No-Box Innovation- Forget thinking outside the box—what box? We embrace bold ideas and build what hasn’t been built before to drive our customers and ourselves forward., • Growth Through Friction- Not all friction is bad. We challenge inefficiencies, drive innovation, push for a stronger business, and break through limits., • Trust Through Action- Promises don’t build trust—actions do. We lead with transparency, act with integrity, and stay committed to always doing right by those we work with. We offer competitive compensation, commensurate with experience; $125k-$150k base salary plus commission. We also offer outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions. IntelliShift provides company-subsidized medical insurance for all employees (and largely subsidized coverage for families), dental, vision, and 401K with a 4% company contribution. This is a full-time, remote-based salaried position, with frequent travel to customer sites, IntelliShift's NY headquarters, and trade shows. Click this link to get more information on the company

Job DescriptionCompany Description A Tradition of Excellence Since our founding in 1985, The Tile Shop has committed itself to inspiring and realizing home decor ideas and creating beauty both indoors and out. Our associates travel literally across the globe, exploring the latest styles and innovations available in materials such as porcelain, glass, ceramic, travertine and other natural stones. With a network that comprises more than 140 stores, we offer a wide selection of high-quality tile products, exclusive designs, expert staff and amazing customer service. Job Description • Proactively greet customers professionally, • Develop lasting customer relationships by treating customers with courtesy, • Conduct follow-up customer communication, • Sell tile and related products to exceed customer expectations, • Understand installation and use of all products to educate customers, • Understand and track established individual sales goals, • Track store orders and provide customers with product updates, • Present yourself in a professional manner at all times, • Work evenings and weekends, • Other duties as assignedQualifications, • Strong work ethic with a drive to exceed expectations, • Excellent people person, • Work well in a fast paced, commission sales environment, • Open to learning and growing independently and from feedback, • Work well under high pressure, ability to multi task, • Detail oriented and highly organized, • Sense of Design: various styles, colors, and textures, • Basic mathematical and computer skills Additional Information At The Tile Shop, we are committed to developing the WHOLE you, not just the WORK you. Our benefits program is our investment in you as an important contributor to our success, and we are proud of our highly competitive package. • Medical Benefits, • Health Savings Account (HSA), • Dental Insurance, • Vision Insurance, • 401(k) Retirement Plan, • 401(k) Matching

Job Description COMPANY OVERVIEW: CERTERRA/ Big Apple Group (formerly RMA Companies) is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, CERTERRA has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. Job Summary: We are seeking a Professional Engineer to perform Special Inspections (Geotechnical), oversee our laboratory operations and ensure the highest quality of testing services. The will be responsible for managing lab staff, developing and implementing lab policies and procedures, and maintaining compliance with regulatory standards. Qualifications • Bachelor's degree in Engineering., • Minimum of 5 years of experience in Special Inspections (Geotechnical)., • Minimum of 7 years of experience with laboratory testing of construction materials, with at least 3+ years in a supervisory or managerial role, • Strong knowledge of laboratory operations, quality control, and regulatory requirements, • Excellent leadership, communication, and problem-solving skills., • Special Inspections (Geotechnical) in the greater NYC-Metro (2-3 Days Per Week), • Serve as Technical Director for the company’s licensed Concrete Testing Lab., • Oversee daily operations of the laboratory, including scheduling, staffing, and workflow management, • Develop and implement lab policies, procedures, and quality assurance programs, • Ensure compliance with regulatory standards, accrediting agencies, and best practices, • Lead and mentor laboratory staff, providing training and guidance as needed, • Collaborate with other departments to ensure seamless integration of lab services, • Evaluate new technologies and methodologies to enhance lab operations and testing capabilities, • Participate in budget planning and monitor expenses to meet financial goals, • American Concrete Institute (ACI) Certifications:, • Aggregate Testing Technician - Level 1 or 2, • Aggregate/Soils Base Testing Technician, • Concrete Strength Testing Technician, • Concrete Field-Testing Technician - Grade 1, • Concrete Laboratory Testing Technician - Level 1 or 2, • National Institute for Certification in Engineering Technologies (NICET):, • Construction Materials Testing: Asphalt, Concrete, Soils (Levels I, II, or III), • NJSAT Certifications:, • Licensed Professional Engineer in NY (required), • Licensed Professional Engineer in NJ, in addition to NY is highly preferred

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented and motivated Human Resources Intern to join our team on a part-time basis. This internship will provide hands-on experience supporting day-to-day HR operations, particularly in the recruitment, pre-hiring, and onboarding processes. The ideal candidate is organized, proactive, and eager to learn about HR practices in a professional setting. Responsibilities: • Assist with pre-employment processes, including the collection and tracking of required documentation, • Support the onboarding process by scheduling orientations and ensuring all documentation is completed accurately and timely, • Maintain digital and physical filing systems in compliance with company and legal standards, • Communicate with candidates and new hires professionally and promptly, • Help update and maintain employee records in the HRIS system, • Currently pursuing or recently completed a degree in Human Resources, Business Administration, or related field, • Strong attention to detail and organizational skills, • Excellent written and verbal communication, • Ability to handle confidential information with discretion, • Comfortable working independently and managing multiple tasks, • Hands-on experience with HR operations and compliance processes, • Exposure to real-world onboarding and pre-employment procedures, • Opportunity to develop professional communication and organizational skills Eagle Rock Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job Description RouteSmart Technologies, a leader in vehicle route optimization software technology, is seeking a Cloud Engineer to join our IT Infrastructure & Security Department. This role will report directly to the Sr. Infrastructure & Security Engineer and is responsible for implementing, maintaining, and improving our cloud IT infrastructure, systems, and AWS environments. The Cloud Engineer will work closely with the DevOps and Product Development teams to ensure secure, scalable, and efficient cloud operations across our production and development environments. The typical base pay range for this position at the start of employment is expected to be between $120,000–$130,000 per year. RouteSmart Technologies, Inc. has different base pay ranges for different work locations within the U.S., and base pay will vary based on experience. This is a hybrid role; candidates must be able to commute to the office in Melville, NY or Columbia, MD. Candidates must reside within 50 miles and be available to work onsite several days per week. However, we will consider the right candidate for remote work if domiciled in one of the following states: Maryland, New York, Pennsylvania, DC, Virginia, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, New Jersey, North Carolina, Oregon, South Carolina, Texas, Washington. Essential Duties & Responsibilities • Assist in researching, designing, and implementing secure, scalable, and cost-effective IT infrastructure, systems, security components, standards, and services., • Maintain, troubleshoot, and resolve issues related to infrastructure, systems, services, security, and accounts., • Continuously monitor the health and performance of the AWS infrastructure, systems, and accounts, identifying issues and implementing solutions for improved efficiency., • Analyze components, logs, services, and specific tools as needed., • Implement, enforce, and configure security policies, controls, services, identity management, and other security measures to protect from unauthorized access and cyber threats., • Stay up-to-date on technology trends and best practices, adapting to evolving cloud IT technologies and management approaches., • Communicate effectively and create accurate documentation of designs, configurations, processes, and procedures., • Collaborate closely with other team members on projects and tasks, ensuring seamless integration and support for IT initiatives., • 5+ years of experience with cloud infrastructure, systems, and security., • Minimum of 3 years of hands-on experience with AWS services., • Strong communication and collaboration skills., • Highly organized with strong analytical and problem-solving abilities., • Ability to work independently and as part of a team., • Commitment to continuous learning and delivering high-quality service. Education & Experience • Bachelor’s degree in Computer Science, Information Systems, Business Technology, or a related field—or equivalent experience., • Proficiency in IT infrastructure, networking, system administration, and security., • Solid experience with AWS services and concepts., • Experience with Infrastructure as Code (IaC) tools such as AWS CloudFormation or Terraform. RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: • Medical/Dental/Vision/STD & LTD Plans, • Employer paid Life Insurance Plan, • Employee Training & Development, • 401(k) Retirement Savings Plan w/ Employer Match, • Vacation/Sick/Holiday Leave, • Tuition Reimbursement, • Flex hours, • Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.

Job Description New York (Hybrid) | Full Time, Commission-Based Job Description Associated Mortgage Bankers Loan Officers deliver a high-touch, concierge-level mortgage experience supported by a modern digital platform. In this role, the Mortgage Loan Originator will guide clients from initial inquiry through closing, presenting tailored financing solutions and maintaining trusted relationships with real estate partners across the New York market. This position is best suited for proactive relationship builders who communicate clearly, operate with urgency, and maintain exceptional file quality and compliance discipline. Responsibilities * Engage promptly with leads from pre-qualification forms, online applications, and referral partners * Evaluate borrower goals and present customized financing options across conventional, jumbo, and specialty programs * Structure loan scenarios and lock pricing consistent with underwriting guidelines and client objectives * Collect and review documentation to expedite approvals, setting clear expectations on timelines and conditions * Manage a full pipeline from application through funding with proactive communication at each stage * Collaborate with processors, underwriters, and closers to resolve conditions efficiently * Build and maintain relationships with real estate agents, developers, and past clients to drive referral business * Maintain accurate disclosures, detailed notes, and clean files in LOS and CRM systems * Ensure strict adherence to all state, federal, and NMLS regulatory requirements Qualifications * Active NMLS license in New York (or ability to obtain promptly); clean regulatory record * Minimum two years of front-end origination experience; luxury and investor market experience preferred * Strong knowledge of FNMA/FHLMC conventional and jumbo programs; familiarity with FHA, VA, and Non-QM lending * Strong consultative and communication skills with client-first focus * Highly organized, detail-oriented, and able to manage a high-volume, deadline-driven pipeline * Tech-proficient and comfortable operating in a digital-first environment Preferred Experience * Proficiency with nCino, Optimal Blue, and Encompass * Existing referral network or book of business * Multilingual capabilities * Experience with high-balance, second home, and investor financing Support Provided * Full suite of competitive loan products, including luxury, investment, and specialty programs * Streamlined, technology-driven borrower experience * Integrated referral network through luxury partners * Flexible hybrid work structure * Dedicated marketing, branding, and operational support from an experienced in-house team Compensation Disclosure (NY Compliance) This position is commission-based. Annualized earnings typically range from $50,000–$500,000+, depending on production volume and loan mix. Compliance Statement Associated Mortgage Bankers, Inc. (NMLS #24794) is licensed by the New York State Department of Financial Services. Employment is at will and contingent upon maintaining active NMLS registration and compliance with the SAFE Act and all applicable federal and state lending regulations. Associated Mortgage Bankers is an Equal Opportunity Employer. All employment decisions are made without regard to any protected status under federal, state, or local law.

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: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers! Training, Development & Benefits: 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. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V • Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time., • Source: Individual Third Party Ratings Reports as of 7/30/18., • MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 Our new blended training and development program is designed to work with your schedule, and in this type of role, that makes all the difference. Our multifaceted system includes: • In conjunction with in-office trainings, a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! • 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, • Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals, • Create and implement business and marketing plans that will expand your client base, • Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over timeQualifications:, • Ability to engage your community and leverage personal networks and contacts, • Growth mindset and sales experience strongly preferred, • Must possess uncompromising integrity, • Strong written and verbal communication skills are required to effectively share complex ideas, • Sales experience preferred – an enterprising mindset, • Strong communication skills, both written and verbal, • Desire to help others, • Strong business acumen, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts We’ve built a strong company, one that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support and guidance to every Agent they hire. About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description About Us: Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 350 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Description: The successful candidate will play a key role in the implementation, migration, security, and support of both our on-premises and cloud-based services. The candidate will collaborate with senior IT and executive staff on all security and cloud-based initiatives. Responsibilities • Implement and maintain Microsoft 365 security and compliance configurations across Intune, Entra ID, and related services., • Serve as Tier 2 / escalation support for complex and high-impact technical issues., • Administer and optimize SharePoint, OneDrive, Teams, and Exchange Online environments., • Develop and enforce device, application, and configuration policies through Intune and Entra ID., • Manage data governance, classification, discovery, and protection using Microsoft Purview tools., • Implement and manage modern authentication standards including FIDO2, passkeys, and Conditional Access policies., • Ensure alignment with organizational IT standards, policies, and security baselines., • Maintain and publish clear, detailed documentation for configurations, policies, and operational procedures., • Contribute to continuous security hardening and improvement of Microsoft Secure Score. Requirements • 5+ years of experience in IT systems and Microsoft 365 administration., • 5+ years of experience with Active Directory, Entra ID, Intune, PowerShell, and automation., • Strong grasp of cybersecurity fundamentals and best practices especially NIST-CSF., • Demonstrated ability to lead or contribute to migration projects (AD → Entra ID, SMB → SharePoint)., • Familiar with migration to phish resistant MFA technologies, passkeys/FIDO2., • Experience with SAML / OAuth2 / FIDO2 / Passkey authentication and Conditional Access policies., • Familiarity with NIST CSF controls., • Proven problem-solving skills, attention to detail, and proactive mindset., • Excellent communication and collaboration abilities. Preferred Certifications: • CompTIA (Sec+, CySA, Cloud+), • Microsoft (MS-102, MD-102, SC-300, AZ-104)

Job Description A2 Development Group is seeking a detail-oriented, self-motivated professional to work on managing a portfolio of commercial properties. This position blends hands-on property management with administrative coordination to ensure smooth operations, responsive tenant service, and efficient property oversight. This is a great role for someone with a strong desire to pursue a career in commercial real estate. On-Site / Field Work (approx. 50%) • Conduct regular inspections of properties, ensuring buildings, grounds, and equipment are properly maintained., • Coordinate and supervise vendors, contractors, and maintenance personnel., • Respond promptly to tenant repair requests and service issues., • Verify completion and quality of maintenance work and capital projects., • Monitor compliance with safety, ADA, and building code requirements., • Assist with tenant move-ins, move-outs, and space condition documentation. Office / Administrative Work (approx. 50%) • Track rent collections, lease expirations, renewals, and delinquencies., • Maintain property management records and tenant correspondence in digital systems., • Prepare work orders, purchase orders, and vendor invoices for approval., • Support lease administration, including abstracting terms and maintaining accurate files., • Assist with budgeting, operating expense reconciliations, and vendor bids., • Generate monthly property reports and assist with ownership updates., • Interface with accounting staff to ensure accurate billings and payments. Qualifications * 0-2+ years of experience in commercial property management or related field. * Strong organizational and communication skills. * Proficiency in Microsoft Office and property management software (Yardi, or equivalent). * Ability to work independently, multitask, and manage competing priorities. * Valid driver’s license and reliable transportation required. Company DescriptionA2 Development Group is a fast growing real estate investment firm focusing on making real estate investments in NY and the Southeastern US. The company is growing quickly with a lot of room for advancement. We primarily focused on Commercial redevelopment projects, check out our website at A2devgroup.comA2 Development Group is a fast growing real estate investment firm focusing on making real estate investments in NY and the Southeastern US. The company is growing quickly with a lot of room for advancement. We primarily focused on Commercial redevelopment projects, check out our website at A2devgroup.com

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Financial Solutions Advisor - Central L

ABOUT THE JOB Ready to join a fun, growing athleisure brand? GOAT USA is looking for an exceptional Director of eCommerce who will be responsible for optimizing GOAT USA's digital commerce business. You’ll work closely with the GOAT USA eCommerce team, reporting directly to the President. The ideal candidate is a data-driven, innovative, and fashion-savvy eCommerce leader with a deep understanding of retail apparel and Shopify platform management. This role drives GOAT USA’s DTC and B2B online strategy, scaling infrastructure, optimizing site performance, and enhancing the customer journey. The ideal candidate combines expertise in SEO, geo-targeting, and emerging GSEO strategies with strong leadership skills to deliver growth, brand consistency, and a best-in-class digital shopping experience. Job Title Director of eCommerce Job Purpose The Director of eCommerce is a data-driven, innovative, and fashion-savvy leader responsible for driving the strategy, execution, and continuous optimization of GOAT USA’s digital commerce business across both Direct-to-Consumer (DTC) and Business to Business (B2B) channels. This role oversees GOAT USA’s Shopify-based eCommerce platforms, ensuring scalability, seamless functionality, and alignment with the brand’s creative and goals. With a focus on accelerating revenue growth, enhancing the online customer experience, and elevating brand presence, this role integrates digital marketing, (including SEO, geo-targeting, and paid media), and emerging Generative Search Engine Optimization (GSEO) strategies, to attract and retain customers. This role also partners cross-functionally with the Product Development, Marketing, and Operations teams to deliver a cohesive, engaging, and performance-driven online presence. Job Duties and Responsibilities • Develop and execute the overall eCommerce and digital strategy across DTC and B2B channels, driving sales growth, and customer acquisition and retention., • Oversee all aspects of the Shopify platform, ensuring scalability, site speed, navigation, and integration with key systems (ERP, CRM, OMS, and PIM) to support business growth and expansion., • Direct and implement SEO, GEO-targeting, and Generative SEO strategies to improve visibility, personalization, and AI-driven search performance., • Willingness to provide hands-on execution of day-to-day activities as needed to achieve company goals., • Optimize the end-to-end customer journey by improving UX, navigation, search, and conversion rates across consumer and wholesale experiences., • Define and analyze key performance metrics (AOV, ROAS, CPA, LTV, conversion, retention) to inform strategy and investment decisions., • Conduct A/B testing and leverage data insights to drive personalization, segmentation, and funnel efficiency., • Partner cross-functionally with creative, operations, logistics, and merchandising to ensure seamless fulfillment, shipping options, accurate inventory, and cohesive brand execution., • Lead, mentor, and grow a high-performing digital team, fostering collaboration, innovation, and accountability., • Manage relationships with external eCommerce agencies and vendors to ensure timely, on-brand, and data-informed campaign execution., • Ensure all eCommerce platforms deliver a best-in-class customer experience, consistent brand identity, and operational excellence as the business scales., • Ensure the scalability and operational efficiency of both DTC and B2B platforms as the business grows., • Provide Strategic assessments of current and future landscapes for the latest technology systems. Requirements • Bachelor’s degree in Business, Website Development or related field., • 10+ years of eCommerce and digital marketing experience, with at least 3 years in a leadership role within the apparel, fashion, or lifestyle sector., • Strong knowledge of Shopify or Shopify Plus, with experience managing eCommerce platforms., • Demonstrated success in SEO, GSEO, and GEO-targeting strategies, with a strong grasp of how search and personalization trends are evolving., • Hands-on experience with marketing tech stacks (e.g., Klaviyo, Google Ads, Meta Ads Manager, Google Analytics 4, SEMrush, etc.)., • Strong leadership and project management skills, with the ability to drive results across cross-functional teams., • Highly analytical, with an ability to translate data into actionable insights and measurable business outcomes., • Experience managing international eCommerce operations, including multi-currency, multi-language, and region-specific strategies is preferred., • Knowledge of apparel merchandizing, sizing complexity, return logistics, and fashion seasonality., • Experience scaling a B2B self-service portal or wholesale ordering platform., • Excellent verbal and written communication skills., • Strong communication, leadership and team management skills., • Excellent organizational and time management skills., • Expertise in Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Proficiency in design software (i.e., Figma) and familiarity with digital marketing tools and platforms., • Full-Time, exempt., • Normal working hours are from 9:00 a.m. to 5:30 p.m., Monday through Friday; must be flexible to work evenings and occasional weekends., • Location: Plainview, NY ABOUT US GOAT USA, founded on Long Island in 2016, is a dynamic athleisure fashion brand known for delivering high-quality products and a customer-first experience. Our brand embodies the aspirational motto, “Ordinary People Do Extraordinary Things,” represented by our iconic logo, Chuck the GOAT. We inspire everyone to be the GOAT! Our growth is fueled by strong connections, whether through live event pop-ups across the country, our e-commerce website, brick-and-mortar stores, or partnerships with leading retailers in the industry. With a team of over 150 employees (and growing), GOAT USA fosters a culture of innovation, collaboration, and camaraderie, making it an exciting place to work and grow. Please visit our Instagram at @goatusa and our website, for a better understanding of the brand, product line, and founder’s story. Full Time U.S. Employee Benefits Include • Paid vacation and sick time, • Paid Holidays, • Weekly free lunch, drinks, & snacks, • Health Insurance, • DCA/ FSA account, • Employee discount, • And more Life at GOAT USA Life at GOAT USA is dynamic, fun, and welcoming, where every team member contributes to our energetic and collaborative culture. We believe in celebrating our team with perks like free lunch once a week, complementary drinks and snacks, and generous discounts on all GOAT USA products. Join us and be part of a company that values passion, creativity, and community! SALARY RANGE The salary for this role is $150,000 annually. The salary offered will take into account a number of factors, including the applicant job-related knowledge, skills, and experience, among other factors. A bonus may be included as part of the compensation package offer. Equal Employment Opportunity Statement GOAT USA is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, sex, religion, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status or any other basis protected by law. GOAT USA considers all qualified applicants regardless of criminal histories, consistent with legal requirements.

HBK CPAs & Consultants is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive clien

Financial Solutions Advisor - Oyster Bay Financial Center. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending

An investment advisory firm is looking for an.This role is essential in ensuring timely and accurate processing of vendor payments, maintaining excellent vendor relationships, and supporting smooth financial operations.Process vendor invoices accurately and efficiently.Manage all aspects of bill pay

Join our Stevie Award Winning Team at HUB International!.When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth mana

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment A

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

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 fast casual restaurants. REEF is seeking applicants to become Owner-Operators (we proudly call them “Ulysses”) to operate these locations. Becoming a Ulysses operator with us 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: • Turnkey Business Setup – A fully equipped, ready-to-operate restaurant space, • Proven Brand Portfolio – Access to multiple food concepts and tested menu content designed to maximize market appeal, • Technology Infrastructure – POS systems, ordering kiosks, and integrated delivery platforms, • Comprehensive Support – Training, onboarding, and proven operational playbooks to set you up for success, • Accessible Entry Model – No upfront buy-in or long-term contracts required, • Operational Efficiency Tools – Robotics and automation deployed in select locations to enhance throughput and consistency, planned expansion across locations in future phases What Makes This Unique • The opportunity to operate a revenue generating establishment as an Owner-Operator—not as our employee, but as an independent business owner, responsible for managing and growing your operations, • A supportive ecosystem that provides industry expertise, technology, and resources, • Proven earning potential: most of our Owner-Operators earn $100K+, with many as high as $250K+ Minimum Requirements • Must be a certified Food Manager, obtained through a nationally recognized American National Standards Institute (ANSI) accredited program (e.g., ServSafe®, National Registry of Food Safety Professional (NRFSP)), • Must have legal right to establish and operate a Limited Liability Company (LLC), • Proven leader, skilled in managing teams and delivering exceptional customer experiences, • Resilient, adaptable, and committed to long-term success, • Must be motivated by the pursuit of autonomy, financial freedom and fulfillment Preferred Qualifications • 3+ years of operational experience working at a restaurant, • Experience as a former Owner-Operator or General Manager within the food and beverage industry, • Knowledge of restaurant operations, from sourcing to management of a location If you are ready to take ownership of your career and build a meaningful, profitable business, we invite you to apply today to reserve your spot in an upcoming session.

Job Description RouteSmart Technologies, a leader in vehicle route optimization software technology, is seeking a Senior Software Engineer to join our development team. This role will report directly to the Lead Software Engineer and is responsible for designing, coding, and supporting a variety of web applications and services. These responsibilities include contributing to the development of a suite of cross-platform routing systems that integrate advanced GIS and mapping capabilities with intuitive design and seamless navigation. A deep understanding of RouteSmart products is essential to ensure features are implemented accurately and effectively. The ideal candidate will also offer valuable insights from the end-user perspective, helping to shape a user experience that is both functional and user-friendly. The typical base pay range for this position at the start of employment is expected to be between $115,000–$130,000 per year. RouteSmart Technologies, Inc. has different base pay ranges for different work locations within the U.S., and base pay will vary based on experience. This is a hybrid role; candidates must be able to commute to the office in Melville, NY or Columbia, MD. Candidates must reside within 50 miles and be available to work onsite several days per week. However, we will consider the right candidate for remote work if domiciled in one of the following states: Maryland, New York, Pennsylvania, DC, Virginia, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, New Jersey, North Carolina, Oregon, South Carolina, Texas, Washington. Essential Duties & Responsibilities • Lead and mentor other members of the development staff in coordination with the Lead Software Engineer, including the assignment of and review of tasks, • Keep team up to date on the latest relevant development technologies and be able to recommend, prioritize, and integrate these technologies into all RouteSmart products, • Develop maintenance roadmaps for all development frameworks, libraries, and tools so we can remain current for all critical patches and major software updates, • Write both DDL and DML SQL commands, functions, and scripts, • Full stack development: both client and server-side development skills are required, • Write well designed, testable, and efficient code by using software development best practices, • Demonstrate the ability to identify and fix errors in code, • Write various back-end services that can be leveraged by web designers to create web products, • Research new industry coding standards that can be used to improve the team’s ability to create secure, high-quality, high-performance applications, • Working knowledge of relational databases (Postgres, MS SQL, etc.) and optimizing database queries, • Working knowledge of GIS and similar mapping services extremely useful, • Understanding of web application security, session management, and code development best practices Education & Experience • Bachelor’s Degree in Computer Science, Information Systems, Business Technology, or a related field, • Experience with C# and .NET Core development using Visual Studio and other Microsoft development tools, • 10+ years minimum experience as a programmer writing both client and server-side components RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees with the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: • Medical/Dental/Vision/STD & LTD Plans, • Employer paid Life Insurance Plan, • Employee Training & Development, • 401(k) Retirement Savings Plan w/ Employer Match, • Vacation/Sick/Holiday Leave, • Tuition Reimbursement, • Flex hours, • Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.

Job Description RouteSmart Technologies, a leader in vehicle route optimization software technology, is seeking a Back-End Software Engineer to join our development team. This role will report directly to the Lead Software Engineer and is responsible for designing, coding, and supporting a variety of web applications and services. These include the development of a suite of cross-platform routing systems that feature complex GIS and mapping functionality, combined with user-friendly design and clear navigation. A basic understanding of RouteSmart products is essential to ensure accurate feature implementation. The typical base pay range for this position at the start of employment is expected to be between $100,000–$110,000 per year. RouteSmart Technologies, Inc. has different base pay ranges for different work locations within the U.S., and base pay will vary based on experience. This is a hybrid role; candidates must be able to commute to the office in Melville, NY or Columbia, MD. Candidates must reside within 50 miles and be available to work onsite several days per week. However, we will consider the right candidate for remote work if domiciled in one of the following states: Maryland, New York, Pennsylvania, DC, Virginia, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, New Jersey, North Carolina, Oregon, South Carolina, Texas, Washington. Essential Duties & Responsibilities • Write well written, testable, and efficient code by using software development best practices that comply with the specifications provided, • Demonstrate the ability to identify and fix errors in code, • Design and construct database objects such as tables, indexes and stored procedures, • Write various back-end services that can be leveraged by web designers to create web products, • Write DML SQL commands, functions, and scripts, • Research new industry coding standards that can be used to improve the team’s ability to create secure, high-quality, high-performance applications, • Fundamental knowledge of multi-tiered, multi-threaded and multi-user applications, • Familiarity with relational databases (Postgres, MS SQL, etc.) and writing basic database queries, • Understanding of web application security as well as code development best practices Education & Experience • Bachelor’s degree in Computer Science, Information Systems, Business Technology, or a related field, • Experience with C# and .NET Core development using Visual Studio and other Microsoft development tools RouteSmart offers its employees numerous opportunities for professional development. Our goal is to provide our employees with the chance to learn and grow as the company grows. We recognize that our employees are our most valuable asset. The work they do is key to our ability to provide high quality service to our clients. We also recognize that our employees are unique individuals with their own lifestyle and interests. RouteSmart Technologies pays a significant share of the cost of benefits for our employees. We believe our investment makes good business sense by helping to create a positive and productive work environment. Among the benefits we offer are: • Medical/Dental/Vision/STD & LTD Plans, • Employer paid Life Insurance Plan, • Employee Training & Development, • 401(k) Retirement Savings Plan w/ Employer Match, • Vacation/Sick/Holiday Leave, • Tuition Reimbursement, • Flex hours, • Casual Dress RouteSmart Technologies is proud to be an equal opportunity workplace. Individuals seeking employment at RouteSmart Technologies are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. All candidates must have legal authorization to permanently live and work in the United States. This position does not qualify for sponsorship.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.Grounded in both confidence and humility, we serve as stewards

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.CBIZ has more than 10,000 team members

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals. Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package. Compensation: $116,000 yearly Responsibilities: • Provide clients with financial guidance and education to create custom retirement plans and investment strategies, • Analyze clients' financial situations and provide advice on risk management strategies, • Keep up to date with relevant financial regulations and news, and communicate changes to clients, • Identify opportunities to increase clients' financial performance and profitability, • Find and obtain clients to build a financial services practice, • We work with business owners, individuals, and families Qualifications: • US Work Authorization, • Excellent people skills and communication skills, • Some experience in a sales or financial services-related position is preferred, • Proficient in the use of Microsoft Office and other financial systems, • Competitive, • College Degree, • Life and health, SIE, Series 6 or 7 preferred but not required, • Coachable, • Previous Management skills are a plus, • Sales skills are a plusAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $75,000 - $125,000 yearly Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • 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 management, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Serve as a collaborative team player willing to further development through continued training opportunitiesQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Valid FINRA Series 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desiredAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $100,000 at plan yearly Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • 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, • 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:, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree(Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional, it is your responsibility to help individuals plan for their future. Average Financial Advisor compensation range: Year 1 | $75,000 - $132,000 Year 3 | $109,000 - $205,000 Year 5 | $132,000 - $287,000 Year 10 | $239,000 - $500,000 We offer a comprehensive benefits package that includes: • Defined Benefit Pension Plan, • 401(k) Saving Plan, • Health/Dental/Life/Disability, • Continuing education reimbursement, • Reimbursement for industry designations, • Enjoying a flexible lifestyle, • Being your own boss, but with many levels of support and expertise behind you, • Working toward personal and professional growth, • Pursuing an opportunity for a very high income, • Performing a valuable service to others in your community, • Opportunity to move into management coaching others to be successful, • Meeting and contacting new potential clients to discuss financial concerns and needs, • Conducting information-gathering meetings with clients, • Analyzing client needs and presenting potential solutions, • Providing ongoing service to clients, • Developing and implementing personal business and marketing plans, • Bachelor's Degree preferred, • Previous sales experience a plus, • Life and health insurance licenses within 30 days of acceptance (company will pay for costs), • FINRA Series 6 or 7 and 63 registrations within 120 days (company will pay for costs), • Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision, • Organized, detail-oriented, and excellent time-management skills, • Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills, • Ability to work in a team-based environmentCompany DescriptionNew York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $100,000 yearly Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds, • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures Qualifications: • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Required to effectively network to identify potential new clients, • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise mannerAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Property Accounting Controller Job ID 231592 Posted 17-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Melville - New York - United States of America About The Role: We are looking for a Property Controller for CBRE Investment

Job Description Commercial/Industrial HVAC Journeyman Technician $40-$65/hour + Performance Bonus | NYC Metro & NJ Join a Team That's Building Something Bigger At AirLogix, we're not just servicing HVAC systems—we're building careers, elevating the trade, and creating opportunities for everyone who joins us. This is where hungry techs come to become industry leaders. A Culture of Champions We Win Together When one tech faces a complex chiller problem, three others jump in with solutions. When someone masters a new control system, they teach the team. Your success is our success. That's how we've become NYC's most trusted name in commercial HVAC. High-Growth Company Seeking Hungry Techs We're expanding fast and need techs who want to grow with us. If you're hungry to learn, eager to advance, and ready to work smarter not harder—you'll thrive here. We invest in continuous training, advanced technology, and creating leaders from within. Excellence Attracts Excellence Work alongside the region's top journeymen and master techs. Iron sharpens iron here. Our techs regularly move on to six-figure supervisor roles or start their own successful ventures—and we celebrate that. Building Generational Wealth Performance Pays Top techs here clear $120K-$150K with overtime and bonuses. But it's not just about today's paycheck—it's about building the career that supports your family's future. Work Smarter, Not Harder We use cutting-edge diagnostics and real-time monitoring. Know what's wrong before you arrive. Fix it right the first time. Go home on time. Technology makes the difference between grinding it out and working intelligently. What Our Techs Stay (and Thrive) "This place transformed my career. I came in as a good tech—now I'm leading a crew and teaching the next generation. The investment they make in you is real." - Marcus, Lead Tech "I've worked for companies that talk about family. Here, when my kid was sick, they told me to go handle it. When I got my factory certs, I got a raise the next week. Actions, not words." - James, Senior Tech The Work That Matters You'll service Manhattan's hospitals, data centers, high-rise commercial buildings—the facilities that keep NYC running. Complex systems. Critical environments. The kind of work that builds reputation and expertise. Tools for Success • Latest diagnostic technology and monitoring systems, • Company vehicle and tool allowance, • Direct partnership with manufacturers for training, • Base: $40-$65/hour (higher for specialized skills), • OT: Abundant at time and a half, • Bonuses: Quarterly performance bonuses, • Benefits: Premium medical/dental/vision, 401(k) match, PTO, • 3+ years commercial/industrial HVAC experience, • EPA Universal, valid license, OSHA SST, • Hunger to grow and willingness to share knowledge, • Drive to learn new systems and technologies, • Desire to work smarter using the best tools and methods Stop working for companies that waste your potential. Join a team that's raising the bar for the entire industry. Apply NOW: Call: 844-885-6449 x219 "Come for the pay. Stay for the growth. Build for the legacy." AirLogix is an Equal Opportunity Employer Powered by JazzHR IWIVOxDQki

Job Description JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services. The Client Service Associate (CSA) will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals. As a Client Service Associate, you will play a pivotal role in supporting our Operations and Planning teams to ensure we deliver an exceptional client experience. This dynamic position will be responsible for a wide range of administrative and client service tasks which will provide an additional layer of support and contribute to the firm's continued success. We are looking for someone with a strong attention to detail and the ability to quickly learn several platforms used to support the firm. This position has a diverse and busy schedule with room for growth. Primary Responsibilities: Client Service & Financial Planning • Utilize various platforms and applications to perform functions, such as submitting/assigning tasks & workflows, preparing account paperwork, updating client information, assisting in reporting and other service requests., • Prepare client review materials for meetings and request data from clients, such as investment/retirement statements, etc., • Process client data by scanning, renaming, and saving documents in SharePoint, • Input data for new and existing clients into our financial planning software (eMoney), • Assist advisors when needed for note taking during calls or unscheduled meetings, • Transcribe advisor dictation/voice memo and add notes/follow up actions to CRM, • Assist with scheduling and confirming meetings, • Help prepare client quarterly statements Operations & Support • Collaboratively work with other team members to ensure continuity across the departments, • Support the management team with various projects during downtime, • Coordinate office lunch orders, • Supervision of office supplies as needed Core Strengths: • Proven ability and desire to learn new things quickly, • Excellent time-management skills, including the ability to prioritize workload and meet deadlines, • Exceptional interpersonal and active listening skills, • Strong attention to detail and accuracy, good written and verbal communication skills, • Proactive and reliable work ethic, • Ability to work well both independently and collaboratively, • Knowledge of Microsoft Office required Qualifications: • Undergraduate degree in Finance, Business, or related field is required Benefits: • Competitive salary and performance-based bonuses., • Professional development opportunities to support career growth., • Positive work environment. About Our Culture: Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued. Please visit our website to learn more about who we are and our values. Salary Range: $50,000 - $60,000 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, and skill level required for the position.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses. • Three highly-skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Complete the program requirements and join the management team as an associate partner, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Recruit and develop your own team of financial professionals as an Associate Partner, • Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutionsQualifications:, • Required knowledge and experience working in the insurance or financial services field, • Some sales experience needed, • Spanish, Portuguese, or other language fluency is beneficial, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Knowledge of cultural markets a plusAbout Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description We’re IntelliShift, a rapidly growing B2B SaaS company with 20 years of expertise in fleet management technology. IntelliShift is the fleet intelligence platform for safety and operations teams, and we empower construction, utilities, field services, and last mile delivery businesses to make the intelligent shift from siloed data using point solutions, to one simple, powerful platform. IntelliShift provides these customers with a level of insight they’ve never had before to improve safety, establish next generation operational efficiency, and make intelligent decisions. Our consistent, organic growth plus a recent $70M investment has accelerated the expansion of our fantastic team and we are currently seeking to add a service-minded Account Manager to the team. As an Account Manager, you are a critical part of our customer-facing team. You will be responsible for aligning with our customers on their business objectives and success criteria. You will work cross functionally with the sales, onboarding, support, and services teams to ensure a good and consistent customer experience. Account Managers will work to ensure that customers are maximizing their value from the technology and will serve as their internal advocates by sharing feedback and partnering with our product teams to deliver technology that aligns with the direction of the industry. At the end of the day, our mission is to ensure our customers have realized value with IntelliShift and are transforming how their companies manage and operationalize their fleet management. This team is based out of our HQ in Commack, NY so ideally we are looking for an onsite presence so that you will have the benefit of our development & training offerings. However, we will also consider fully remote candidates with relevant experience. What you will do: • Develop and manage client portfolios with a deep knowledge of the customer’s business goals and success criteria., • Deeply understand the IntelliShift platform's capabilities and explain them to business of all types - transportation, food and beverage delivery, utilities, field service and many more., • Build and foster relationships with customers., • Increase our penetration for business relevant products and service offerings for our clients., • Consult with customers on a regular cadence to ensure business alignment and to maximize their value from the partnership., • Act as a liaison between the customer and other teams at IntelliShift to prioritize issues, elicit feedback, or present customers with new opportunities., • Manage all customer subscriptions to ensure high retention and mitigate churn risk, as well as position new products for customers consumption., • Identify and execute growth opportunities tied to upsell, cross-sell, and expansion. What you'll need to do it: • 2+ years of Account Management/Technical Sales/Customer Success., • Successful sales experience at a SaaS company strongly preferred., • Experience managing renewals and upsells required., • Experience with Salesforce required., • Experience supporting or working with technical products., • Ability to manage customers with diverse and complex needs across multiple industries., • Build and maintain appropriate relationships at all levels with your customer accounts., • Self-driven and proactive nature., • Excellent communication and interpersonal skills., • High technical aptitude and interest in learning new technologies., • Strong business acumen., • Ability to juggle competing demands and priorities., • Team-oriented and with a strong ability to develop relationships internally and externally., • Demonstrable ability to meet/exceed Sales targets., • Understanding of managing churn., • Experience with renewing long-term agreements. The values you’ll live by as part of the team: • Customer-Obsessed- Our customers are at the center of everything we do. When they win, we win. We’re more than just a vendor; we’re committed partners., • No-Box Innovation- Forget thinking outside the box—what box? We embrace bold ideas and build what hasn’t been built before to drive our customers and ourselves forward., • Growth Through Friction- Not all friction is bad. We challenge inefficiencies, drive innovation, push for a stronger business, and break through limits., • Trust Through Action- Promises don’t build trust—actions do. We lead with transparency, act with integrity, and stay committed to always doing right by those we work with. We offer competitive compensation, commensurate with experience; $60-70k base salary plus commission. We also offer outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions. IntelliShift provides company-subsidized medical, dental, and vision insurance for all FT employees and 401K with a 4% company contribution. Click this link to get more information on the company

Develops and maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. Investment management analyti