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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Corporate Subsidiaries Controllership Manager Financial Controllership Organization Full-Time Hybrid Boston, MA, Springfield, MA, or New York, NY This is an individual contributor role About the Corporate Controller’s Organization The Controller’s Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision-making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices, strengthening controls and highlighting trends and insights. The Opportunity This Corporate Subsidiaries Controllership Manager is a core member of the team. The position reports to the Director of Corporate Subsidiaries Controllership and resides within the Financial Controllership team, a critical team within the Controller’s Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination across the organization. The Team As a member of the Financial Controllership team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Corporate Subsidiaries Controllership team and more broadly across the entire Financial Controllership team. The Impact • Manage priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process, • Thrive in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances, • Play a key role in leading a collaborative and inclusive culture by working closely with other Controllers teams, such as the financial close and consolidation team and external reporting to ensure the accurate recognition of accounting for various transactions and events related to the corporate subsidiaries, • Apply professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team, • Lead and/ or support increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities, • Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction., • Compile and review financial results and proactively support the external audits of MassMutual’s non-insurance subsidiaries including venture capital, asset management, bank, technology, and holding companies, • Develop and review the financial reporting and accounting implications for non-routine transactions, including partnering with various Corporate Finance groups and assisting in the creation of artifacts for leadership, • Contribute to the completion of accounting models and transaction memos for financial transactions ensuring accuracy and compliance with the appropriate accounting regulations, • Partner with the Capital Management team to ensure capital transactions are properly reflected in subsidiaries’ ledgers, • Develop, document, and assure adherence to an internal controls, policies and procedure that ensures accurate and timely financial reporting, • Support the close improvement efforts, including effectively communicating with managers to identify and assess areas of improvement and supporting the implementation of ongoing close improvements. The Minimum Qualifications • Bachelor’s degree in accounting, finance or related field, • 6+ years of related work experience with a track record of increasing responsibility, • 6+ years' experience with U.S. GAAP The Ideal Qualifications • CPA, strongly preferred, • Former experience in legal entity controller roles, strongly preferred, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc., • Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience with S4/ Hana What to Expect as Part of MassMutual and the Team • Regular meetings with the Investment Controllership team, • Focused one-on-one meetings with your manager, • Access to mentorship opportunities, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies (M-F) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: • 2 years of experience in the financial services industry, • Ability to leverage Business development experience, • Passion for gaining knowledge of brokerage/banking products and services, • Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Director – Reporting Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Opportunity As a Director – Reporting in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. You will be a leader on the team that manages and executes internal & external reporting of MassMutual financials, regulatory & management reports and related analysis & reconciliation including oversight of segment and profit center reporting for all MassMutual investment products. You will thrive in a highly dynamic and agile accounting & reporting environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career as a part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you! The Team As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives. The Impact As director & lead of Reporting department for Controllers, you will execute, lead and manage Reporting team by ensuring accurate, timely completion & insightful external & internal reporting and presentation to various senior management and stakeholders for quarterly and annual accounting close cycles by effectively planning, monitoring, and problem solving. You will be responsible for all things Reporting that include quarterly Yellow & Blue Books review for all companies as well as investment performance presentation. The overall responsibilities would include SPOC for reporting needs for the entire Controller organization, liaison with Financial Reporting team, internal & external, auditors, internal control, and other stakeholders. This would also involve oversight & execution of accounting and regulatory changes as well as benchmarking and peer analysis for reporting domain. You will also contribute to various initiative work focusing on increasing efficiency and adding value, while continuing to develop your project management skills, hone your skills in investment product accounting and related financial impacts. Your daily/monthly responsibilities will include, but are not limited to the following: • SPOC for reporting matters related to Investment & related assets & liabilities, • Leadership and collaboration with Financial Reporting team, extended Controller organization, Investment Operations, Reporting, and other stakeholders and responsible to provide timely, accurate, complete & insightful data analysis, reporting & presentation, • Lead the team and design, implement and execute roles and responsibilities of the department, • Coach, mentor, train and positively engage the team and stakeholders for cohesive reporting strategy for the Controller & CFO organization, • Oversight our NAIC regulatory reporting including NAIC Schedules (schedule A, B, D, E etc) and STAT financial statement, notes to the financial and related work for all insurance companies, • Oversight of US GAAP of consolidated and subsidiaries financials & notes, • Review and oversight of internal Quarterly Management Report and other monthly reports, • Ensure appropriate presentation and completeness of all reporting deliverables and timely execution of internal controls and liaison & coordination of PBCs & audit workpapers & queries, • Oversight of GAAP, STAT, TAX & other accounting basis of reconciliation framework & controls, • Oversight of consolidation, foreign exchange & translation, Non-Control Intertest, Other Comprehensive Income, Cash flows and relevant disclosures for financials, • Lead team for timely and accurate monthly \ quarterly \ annual closes related, • Monitors, market, industry and peers’ trends in financial reporting as it relates to insurance industry and cohesively transmit to the CFO group, • Lead and participate in re-engineering & improvement projects for Credit & Valuation The Minimum Qualifications • 8+ years of experience in STAT, US GAAP & management reporting in insurance industry, • Bachelor’s degree in finance or business or related field The Ideal Qualifications • 10+ years of experience in STAT, US GAAP & management reporting in insurance industry, • CPA is preferred, • Experienced with Data Analytics, big data & trends with presentation and reporting, • Experienced with multi-layer consolidation, matrix organization, and best practices, • Candidate must have advanced data management skills including proficiency in MS Excel, SAP, Micro Strategy and general data flow of industry from trade to reporting, • Strong interpersonal and communication skills with emotional intelligence are essential, • Independent, self-motivated, detail-oriented and able to multi-task, sound judgement to deal with and manage conflicting priorities, • Cohesive, concise and clear communication and presentation style with ability to adapt & change What to Expect as Part of MassMutual and the Team • Regular meetings with the stakeholders & Controllers organization lead, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms., • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Model Validator Model Validations Team, Insurance, Product & Model Risk Full Time Springfield, MA, Boston, MA or New York, NY The Opportunity As a member of the Enterprise Risk Management (ERM) organization at MassMutual, you will partner with various business areas to conduct independent model validations for a wide variety of models, integral to critical business decision making, product pricing, financial reporting, risk mitigation activities and business processes. The Team The Model Validations team is comprised of seasoned professionals with expertise in actuarial, financial, risk, investment and capital markets models, who are also building knowledge in emerging areas of importance, such as data science, machine learning and artificial intelligence. The team conducts independent validations on a wide variety of models to ensure the company’s models are conceptually sound and performing as expected. The Impact You will utilize your actuarial, investment, and capital risk modeling expertise to conduct best-practice model validation activities, helping protect the company’s reputation and financial stability through robust management of risks associated with the use of these models. If you are someone that has a passion for complexity, continuous improvement, learning and curiosity about different points of view, this may be the right role for you. Specific expectations from this role: * Build relationships, influence, collaborate and learn various aspects of our business from many modelers, data-scientists, actuaries and business leaders at MassMutual. * As a risk advisor, participate in the design, development and implementation of new models * Conduct model validations in accordance with corporate model governance policy requirements and timelines, leveraging deep modeling, asset pricing, actuarial and regulatory expertise. * Assess model design, theoretical construction, methodology, applicability, and resilience within evolving economic and risk environments, in accordance with corporate, actuarial and/or regulatory standards. * Validate accuracy of model calculations, algorithms, and any embedded automation / programming code base. * Design and implement tests to ensure model performance and model output are as expected. * Prepare and distribute model validation documentation, which meets model governance requirements. * Test remediation of validation findings. * Continuously research and provide guidance on the use of new and innovative analytical techniques. The Minimum Qualifications * Bachelor’s degree in Actuarial Science, Finance, Econometrics, Statistics, Mathematics, Physics, or another quantitative discipline * 5+ years of direct experience in one of the following: * Capital markets and/ or investment risk * Quantitative asset pricing models * Liability hedging strategies * Statistical methods of analysis * 3+ Microsoft Excel, Access, and VBA * 3+ experience with Python The Ideal Qualifications * Possess one or more of the following designations * Associate of Society of Actuaries (ASA) * Fellow of Society of Actuaries (FSA) * Charter Financial Analyst (CFA) * Certificate in Quantitative Finance (CQF) * Financial Risk Manager (FRM) * 7+ years of direct experience in one of the following: * Capital markets and investment risk * Quantitative asset pricing models * Insurance liability hedging strategies * Statistical methods of analysis * ALM and annuity product pricing experience * Knowledge of commercial software, including Prophet, GGY AXIS and Moody's asset models * Strong statistical, risk, analytical, modeling, and problem-solving skills * Ability to see the big picture with meticulous attention to detail * Strong communication and collaboration skills, both written and verbal * Demonstrated accountability and ownership of self-development * Ability to build and maintain strong working relationships within and across teams, while challenging in a constructive manner * Strong execution and time management skills What to Expect as Part of MassMutual and the Team * Regular meetings with the Model Validations Team * Focused one-on-one meetings with your manager * Access to mentorship opportunities * Networking opportunities including the Actuarial Gathering, access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-ST1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Investment Accounting Tax Manager - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax Department Full-Time New York NY, Boston MA, or Springfield MA This is an individual contributor role. The Opportunity As an Investment Accounting Tax Manager in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives. The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem. This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained. Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments. The Team As an Investment Accounting Tax Manager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual’s Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization’s strategic goals and initiatives. The Impact The Investment Accounting Tax Manager will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include: • Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results., • Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem., • Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended., • Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations., • Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types., • Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize., • Assist in executing various tax internal controls for investments., • Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team., • Assist in preparing wash sales analysis., • Assist in maintaining tax planning strategies involving investments., • Assist in analyzing exchange transactions to determine if taxable or non-taxable., • Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle., • Stay current with tax law changes in general and impacting investments., • Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions. The Minimum Qualifications • Undergraduate degree in Accounting/Finance or related field, • 6+ years of tax experience, preferably in public accounting or financial service environments. The Ideal Qualifications • Master’ degree in Taxation and/or CPA a plus., • 8+ years of tax experience, preferably in public accounting or large financial services environments., • Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus., • Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable., • Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems., • Understanding of tax treatments of various securities transaction types., • Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives., • Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results., • Excellent written and verbal communication skills., • General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks., • Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes)., • Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)., • Conversant in Financial and Accounting Systems, such as SAP., • Ability to identify issues and recommend effective solutions., • Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment., • Ability to utilize project management tools and best practices to organize and prioritize tasks., • Proven ability to collaborate cross-functionally and influence outcomes., • Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position. What to Expect as Part of MassMutual and the Team • An innovative, growth-oriented environment with a steady stream of interesting and challenging responsibilities., • Continual learning opportunities for the self-motivated contributor, supported by learning and development materials and opportunities., • Regular meetings with the Investment Tax team and cross-functional workgroups., • Focused one-on-one meetings with your manager., • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, Veteran and disability-focused Business Resource Groups., • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with comprehensive benefits and performance-based pay., • Flexible work location policy, subject to manager approval and aligned to work requirements. #LI-CR37 #LI-MM1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Investment Data Analyst Investment Data Strategy & Governance Team Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are seeking a highly motivated and experienced Investment Data Product Analyst who will be responsible for creating and maintaining end to end business lineage of our critical data (sub-domain and elements) and contribute to business data modelling while working with data stewards to drive catalog completeness and review. The data analyst will also be responsible for tracking and creating reports of key metrics for data governance. This role reports to the Head of Investment Data Strategy and Governance. The ideal candidate will have a good understanding of investment data requirements and understand the language of investment data. The candidate also should be comfortable working with data tools such as SQL and Python and be able to understand logic embedded in ETL tools such as Informatica and stored procedures. Experience working in businesses with a varied mix of investment types (public, private and structured) will be a major plus. The Team You will be a key member of the Investment Data Strategy and Governance team within Investment Management. We ensure that our strategy for sourcing, aggregating, distributing, and governing Investment data adequately meets the broad requirements of the business community and we are accountable for defining, communicating, and driving forward the data strategy for the investment ecosystem. We partner with teams across Investment Management, Enterprise Risk Management, Corporate Finance, Enterprise Technology, Corporate PMO, MassMutual affiliates and external third parties. The Impact The Investment Data Analyst will have an impact in the following areas: Data Governance * Ensure that we have complete end to end lineage for critical data elements and sub domains. * Work with data owners and stewards to ensure that our list of critical data meets the needs of the business and lineage is created and validated for newly defined critical data elements. * Collaborate with stewards (people identified throughout our portfolio management teams, investment operations and accounting teams) to ensure that our data catalog is complete and accurate with data descriptions, usage rules and accuracy rules defined. * Data governance is a key function in a business that evolves constantly and holds information on complex investments. Your contribution in this area will ensure that our data is trusted, observable and usable by our partners and consumers. Data Strategy * Contribute to the business data model for the investment domains and sub domains based on the requirements of the businesses that we support. * You will contribute to the business data requirements and principles, and partner with Corporate Technology to deliver a next generation data platform for the business. * You will liaise with Data Owners identified within the business to stay up to date with their requirements and ensure that these are reflected withing the business data model. * You will be able to contribute to the future and evolving data needs of a dynamic business, bringing best practice experience and knowledge to bear. Communication * Manage interactions between operational and technology teams, communicating business needs into technical requirements with tech/data based on business needs. Metrics * Establish KPIs and track data governance adoption using tools and reports. * Track issues raised and their time to resolution. Min Qualifications * Bachelor’s degree in finance, economics, Data Science or related degree * 5+ years as an Investment Data Product Analyst or similar role * 3+ years of experience in financial services, insurance, or related industry. * 3+ years of experience in understanding of Investment Data needs across a wide variety of instruments including public and private assets, bank loans etc. * 3+ years of proficiency in SQL and data manipulation tools (e.g., Python, R). Ideal Qualifications * Experience with data governance tools such as Collibra, Alation and Data360 * Data Modelling, Data Governance or Data Science training and certification * Experience with Eagle STAR, Eagle Pace and Eagle DataMart will be a plus * Strong understanding of financial instruments, investment management workflows, and data governance principles * Excellent communication and interpersonal skills, highly collaborative * Ability to manage multiple projects and prioritize tasks effectively. * Experience in project planning * Strong analytical and problem-solving skills * Knowledge of data modelling concepts * Experience with data quality tools, data lineage tracking, and metadata management. What to Expect as Part of MassMutual and the Team * Regular meetings with the Investments Data Strategy and Governance team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits Must be authorized to work in the United States without requiring sponsorship now or in the future; no immigration sponsorship for this position. #LI-FT1 #IMOPS MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment), • Preferred Qualifications:, • 2 years of experience in the financial services industry, • Ability to leverage Business development experience, • Passion for gaining knowledge of brokerage/banking products and services, • Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

The Opportunity As a Strategic Project Consultant in the Wealth Management Advisory Oversight team, you will lead a portfolio of small to mid-sized projects that improve governance, mitigate risk, and enhance process efficiency across investment advisory services. You will have full ownership of project lifecycles — from identifying opportunities and developing critical milestones to driving successful implementation. You will operate with a high level of autonomy, managing multiple projects concurrently, while collaborating with cross-functional partners to ensure strategic alignment. You will also develop and present regular management reports to senior leadership, ensuring visibility into project progress, risks, and outcomes. At MassMutual Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. The Advisory Oversight team sits within the broader Wealth Management organization and is responsible for oversight of advisory products, related field supervision practices and governance programs. Our team includes professionals with deep experience in risk management, compliance, operations, and product oversight. We are driven by a shared commitment to excellence, accountability, and doing what’s best for the client. We partner closely with Product, Compliance, Legal, Operations and Technology to ensure our solutions are balanced, scalable, and aligned to regulatory expectations. We pride ourselves on being strategic advisors to the business while maintaining strong risk discipline. Our team culture values intellectual curiosity, cross-functional collaboration, and continuous learning. In this role, you will: * Identify, design, and lead risk, governance, and process efficiency projects from initiation through deployment * Develop project plans, define deliverables and milestones, engage stakeholders, and track progress to ensure timely execution * Conduct gap analyses to identify opportunities for improvement and implement effective solutions * Build and deliver executive-level reporting on project progress, issues, and outcomes * Collaborate with internal and field partners to align project outcomes with strategic and operational goals * Ensure all projects are fully documented, with clear training and communication plans for sustained adoption * 5+ years of professional work experience in financial services industry * 3+ experience in project management or program delivery within wealth management, investment advisory services, risk management, compliance, research/reporting, or operations * 3+ years experience developing project charters, manage timelines, track milestones, and drive issues to resolution * 3+ years experience with Microsoft Office (Excel, PowerPoint, Word) and project tracking tools (e.g., Microsoft Project, Planner, SharePoint, etc.) * Bachelor’s degree * Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA * PMP, CAPM, or other project management certification * Strong understanding of wealth management and investment advisory platforms, regulatory expectations, and operational risk principles * Familiarity with process reengineering, risk control design, or regulatory change management * Demonstrated commitment to MassMutual competencies including collaboration, decision quality, and driving results * Regular meetings with the Advisory Oversight, Product & Services, Operations, Compliance and Supervision teams * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-JLH3 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

The Opportunity As a Deal Analyst, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners. The Team At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. MMLIS Advisor Loans & Transitions is a newly formed team within the Wealth Management Business Development and Financial Planning organization of MassMutual. The team consists of Business Transition Consultants, Deal Analysts, and Wealth Management Transition Support. This is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. In addition to your immediate team, you will work closely with many organizations across MassMutual, including Recruiting, Operations, and our product areas. The Impact: Align with the Head of MMLIS Advisor Loans & Transitions on: * Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS. * Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy. * Interpret loan profitability requirements into meaningful insights to allow for rapid decision making. * Identification/development of key performance indicators applicable to analysis. * Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team. * Develop presentation materials, and meeting collateral for Advisor Loan programs. * Consult while providing directional guidance to data users. * Perform reporting and system testing related to system enhancements in scheduled timeframes. The Minimum Qualifications * 3+ years of professional experience in wealth management, financial planning, private banking, or investments * 3+ years of experience in client-facing analytics, strategy consulting, or financial analysis * 3+ years experience working with Microsoft Excel * 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs, or general agencies) * Bachelor's degree * Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications * Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement. * Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards. * Ability to present simple and compelling stories to audiences of all levels. * Excellent written and verbal communication skills * Tableau and/or SAS software experience * Excel VBA experience What to Expect as Part of MassMutual and the Team * Regular meetings with the Head of MMLIS Advisor Loan Programs * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms. * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-JLH3 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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

Lead Quant Credit Strategist Credit Research & Advanced Analytics New York, NY or Boston, MA The Opportunity As a strategist, you’ll be responsible for providing quantitative investment insights on MassMutual’s private credit investments, leveraging both third party tools and proprietary models. The role overtime will grow to even greater responsibility in shaping MassMutual’s investment allocation, products pricing, and ALM. The Team The immediate team is composed of quantitative developers and strategists with proclivity for solving both technical and business problems. The team is part of the larger R&D group within Investment Management overseeing the General Investment Account. The team is very hands-on and proactive about engaging new ideas and challenges. The Impact You will provide analytic and investment insights on the private credit book and other illiquid assets to influence portfolio managers' allocation decisions. You will drive value-add thought leadership to asset allocators and corporate stakeholders on quant credit and high-impact projects, enhancing and protecting net investment income. Collaborate closely with portfolio managers on deals, offering a quantitative view on risk and due diligence. Develop statistical models for risk assessment and asset performance forecasting, leverage alternative data for investment insights, quantify cashflow uncertainty on deals, develop a security master for private assets, and estimate spread duration and the value of embedded options on deals. The Minimum Qualifications • 10+ years working in financial services as a strategist, portfolio manager, or risk manager, • Bachelor’s in a technical field, • Deep knowledge of the private credit markets, including but not limited to middle market loans, portfolio funding, real estate, and ABS, • Experience working on private market deals as a stakeholder, • Capability in developing and applying statistical and econometric models, • Experience with working with imbalanced data, • Knowledge of accounting and regulatory regimes, • Excellent communication skills explaining complicated quantitative concepts to nontechnical stakeholders and influencing portfolio managers, • Experience in providing requirements to developers and managing project from development to production, • Python scripting proficiency and data visualization The Ideal Qualifications • Master’s degree in financial engineering, statistics, machine learning, econometrics or similar disciplines, • Experience structuring private ABS deals, • Knowledge of the CLO, public ABS, middle market loans, BSLs, and HY corporates, • Relevant certifications: CQF, CFA, ARPM, FRM, PRM, or CAIA, • Knowledge of Python’s analytic and statistical modeling package ecosystem, • Intex and/or other cashflow engines, • Commercial risk models What to Expect as Part of MassMutual and the Team • Regular meetings with team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Opportunity Join our dynamic team as a Data Engineer – Corporate Technology Data Engineering & Analytics, where you'll play a pivotal role in driving the execution of our data and technology strategy. This role is crucial in driving digital transformation and operational efficiency across Investment Management. As part of this role, you will engage in building data solutions including streaming and batch pipelines, data marts & data warehouse. You will be responsible for establishing robust data collection and processing pipelines to fulfill Investment Management business requirements. The Team You’ll be an integral part of our esteemed Corporate Technology Team, focused on Data Engineering & Analytics. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Data Engineer, you'll play a critical role in high impact Corporate Technology Investment Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with Corporate Technology Data and Analytics team and Investment management business stakeholders. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Impact: • Design, build, and measure complex ELT jobs to process disparate data sources and form a high integrity, high quality, clean data asset., • Executes and provides feedback for data modeling policies, procedure, processes, and standards., • Assists with capturing and documenting system flow and other pertinent technical information about data, database design, and systems., • Develop comprehensive data quality standards and implement effective tools to ensure data accuracy and reliability., • Collaborate with various Investment Management departments to gain a better understanding of new data patterns., • Collaborate with Data Analysts, Data Architects, and BI developers to ensure design and development of scalable data solutions aligning with business goals., • Translate high-level business requirements into detailed technical specs. The Minimum Qualifications • Bachelor’s degree in Computer Science, Engineering, Information Systems or related technical field., • 8+ years of experience with data analytics, data modeling, and database design., • 5+ years experience with ELT methodologies and tools., • 5+ years experience in designing, developing, tuning and troubleshooting SQL., • 3+ years of coding and scripting (Python, Java, Scala) and design experience., • 2+ years of experience with Spark framework. The Ideal Qualifications • Knowledge of Informatica Power center and Informatica IDMC., • Knowledge of distributed, column- orientated technology to create high-performant database technologies like - Vertica, Snowflake., • Strong data analysis skills for extracting insights from financial data, • Proficiency in reporting tools (e.g., Power BI, Tableau)., • Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing., • Familiarity with regulatory requirements and compliance standards in the investment management industry., • Experience with IBOR’s such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart., • Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion., • Strong analytical and problem-solving abilities., • Exceptional communication and interpersonal skills., • Ability to influence and motivate teams without direct authority., • Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. #LI-RK1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Executive Director, Credit Risk-Hedge Funds & Asset Managers - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! This is an excellent opportunity to participate in a fast-growing sector, work on transactions encompassing a number of different clients and traded products, build analytical skills and cross-train with other areas of the Credit Risk Management team. Responsibilities: • Perform in-depth credit analysis of new and existing hedge funds and asset managers/traditional funds (including: credentials, strategy, track record, leverage, investor base, liquidity, risk management, portfolio valuation, internal controls, service providers, transparency and regulation)., • Review the fund documentation (including: Prospectuses, Offering Memos, Investment Management Agreements, Investment Guidelines, Trust Agreements, Financial Statements, etc.) in order to evaluate investment objectives and strategies and determine credit worthiness of the underlying funds., • Negotiate an ISDA/CSA, MRA, GMRA, CDEA and other traded products documentation., • Provide recommendation for transactions approvals, determine initial margin requirements and haircuts on capital markets products (including: interest rate swaps, repos, foreign exchange)., • Conduct credit due diligence conference calls and on-site meetings., • Monitor monthly performance and NAV trends in order to identify funds that breach ISDA triggers and hedge funds/investment managers that face challenges with performance and redemptions., • Liaise with middle office, documentation group and collateral management to ensure that trades are booked and documented correctly and that collateral is taken where appropriate., • Develop, maintain and manage internal relationships with business partners (including: marketers, negotiators, collateral management, on-boarding team and legal)., • Monitor investment industry fundamentals and apprise management of significant events that may have an adverse effect on a credit quality of assigned portfolios., • Bachelor’s degree in Finance or Accounting, • 10+ years of experience in financial services and risk management required, • At least 5 years of banking/credit analysis experience covering asset managers/hedge funds, • Knowledge of traded products, investment strategies and financial markets, • Proficiency in trading documentation, • Knowledge of counterparty credit risk metrics, • Ability to conduct due diligence meetings, • Good communication skills, both written and verbal, • Strong work ethics, • Proactive approach, initiative, and resourcefulness, • Positive attitude, drive, and dedication, • Entrepreneurial spirit, • Attention to detail, • Team player, • Experience in leadership and management positions preferred, but not required What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $135,000.00 USD Maximum: $240,000.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, UCM - New York - Park Avenue (inactive) Other Locations: New York-New York Organization: Santander US Capital Markets LLC

Investment Tax Manager - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax Department Full-Time Boston MA, New York NY, or Springfield MA This is an individual contributor role. The Opportunity As an Investment Tax Manager in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives. The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem. This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained. Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments. The Team As an Investment Tax Manager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual’s Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization’s strategic goals and initiatives. The Impact The Investment Tax Manager will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include: • Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results., • Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem., • Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended., • Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations., • Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types., • Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize., • Assist in executing various tax internal controls for investments., • Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team., • Assist in preparing wash sales analysis., • Assist in maintaining tax planning strategies involving investments., • Assist in analyzing exchange transactions to determine if taxable or non-taxable., • Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle., • Stay current with tax law changes in general and impacting investments., • Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions. The Minimum Qualifications • Undergraduate degree in Accounting/Finance or related field, • 6+ years of tax experience, preferably in public accounting or financial service environments. The Ideal Qualifications • Master’ degree in Taxation and/or CPA a plus., • 8+ years of tax experience, preferably in public accounting or large financial services environments., • Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus., • Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable., • Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems., • Understanding of tax treatments of various securities transaction types., • Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives., • Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results., • Excellent written and verbal communication skills., • General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks., • Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes)., • Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)., • Conversant in Financial and Accounting Systems, such as SAP., • Ability to identify issues and recommend effective solutions., • Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment., • Ability to utilize project management tools and best practices to organize and prioritize tasks., • Proven ability to collaborate cross-functionally and influence outcomes., • Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position. What to Expect as Part of MassMutual and the Team • An innovative, growth-oriented environment with a steady stream of interesting and challenging responsibilities., • Continual learning opportunities for the self-motivated contributor, supported by learning and development materials and opportunities., • Regular meetings with the Investment Tax team and cross-functional workgroups., • Focused one-on-one meetings with your manager., • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, Veteran and disability-focused Business Resource Groups., • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with comprehensive benefits and performance-based pay., • Flexible work location policy, subject to manager approval and aligned to work requirements. #LI-CR37 #LI-MM1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Fixed Income Trader & Strategist, MML Investor Services Full-Time/Hybrid, Boston, New York City or Springfield The Opportunity We are seeking a motivated and analytical professional to join our Fixed Income team as a Municipal Bond Trading specialist. This role offers an exciting opportunity to contribute to the implementation of fixed income strategies, including municipal, corporate, and structured products for MML Investor Advisors and the MML Investors Wealth Management team. The ideal candidate will be an experienced sole contributor but thrive in the trading team environment. The Team The MMLIS Trading team is collaborative, well-synched and communicates closely to support each other. There is rapport, efficiency and humor embedded in the team with a diverse group of individuals that provide mentorship and collaboration across all levels. The team excels in agility, business acumen, communication, and leadership. The Impact: As the Fixed Income Trader & Strategist, your responsibilities will include but not limited to: * Support MML Investor Services field advisors by providing superior service offering expertise in the fixed income space and skilled coaching on the MML Investor Services trading platforms. Construct fixed income ladders and portfolios. * Buy and sell bonds for client portfolios with specific attention to US Treasury and agency securities, corporate bonds, and municipal bonds with municipal bonds being primary focus. * Drive portfolio strategy by contributing to portfolio implementation, strategy development, and process development. * Support MML’s internal investment management team with fixed income portfolio construction for client advisory accounts and SMAs. * Portfolio monitoring for existing bond portfolios under MML’s internal investment management team, with attention to cash flows, maturity planning, and credit monitoring. * Creates, runs, and interprets analyses for clients and relationship managers * Support MML’s internal investment management team within scope of expertise * Prepare detailed reports, presentations, and recommendations for internal stakeholders, advisors and clients. * Support the team in maintaining compliance with regulatory requirements and internal control policies. Special attention to best execution analysis and trade reporting (TRACE, RTRS) * Administer trade corrections and fixed income trades for back-office support. * Contribute to the continuous improvement of investment processes and tools staying abreast of technologies and academic findings in the Fixed Income space. * Develop a deep understanding of MML Investors product shelf and trading rules pertinent to each product line. The Minimum Qualifications * Bachelor’s degree * Series 7 at time of application or within 4 months of hire * Series 52 at time of application or within 9 months of hire * Series 53 at time of application or within 12 months of hire * 7+ years of fixed income trading experience * 5+ years of municipal bond trading experience The Ideal Qualifications * Strong appreciation of client service. * Must have the ability to work in a team environment and be focused on providing high quality service to our clients * Strong presentation skills to audiences with diverse investment backgrounds. * Experience with Bloomberg, Alternative Trading Systems, Bond Beacon & the NFS custodial platform. * BA/CFA or progress toward MBA/CFA. * Strong intellectual curiosity * Strong leadership skills through a collaborative team approach * Strong problem-solving skills What to Expect as Part of MassMutual and the Team * Regular meetings with the Trading Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RS1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Opportunity As a Structured Investments Specialist, you will work closely with a variety of internal and external stakeholders—including bank issuers, third-party distributors, the internal trading desk, and financial advisors on a comprehensive range of offerings. The Team The Alternative and Structured Investment team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the HNW space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing. The Impact The Structured Investment Desk is a high-growth area for MassMutual. With the addition of this new role, we’re accelerating momentum and expanding our capabilities in this space. This investment not only supports continued growth but also strengthens our ability to scale and provide broader coverage across the field. Key responsibilities include, but are not limited to: * Assist financial advisors in the implementation of structured notes and market-linked CDs as part of broader client portfolios. * Provide product education and insights to advisors, focusing on live business cases and real-time market conditions. * Generate innovative trade ideas and investment strategies based on the current market environment. * Enhance and create educational resources, ensuring advisors are equipped with up-to-date knowledge on structured notes and market-linked CDs. * Collaborate with trading and operations teams to ensure smooth and efficient client onboarding experience. * Leverage technology to drive process efficiencies and improve team workflows. * Apply your understanding of portfolio management to recognize how structured investments fit into broader financial plans, supporting client goals. The Minimum Qualifications * Bachelor’s Degree * Series 7 at time of application * 7+ years of experience with investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers). * 3+ years’ experience of sales or sales support experience with structured products. * 5+ years’ working experience at broker-dealer or wirehouse. * 5+ years of experience working with Microsoft Suite (Work, Excel, PowerPoint). The Ideal Qualifications * Experience with more complex investments and solutions designed for HNW clients. * Proven client service skills with stakeholders and clients. * Self-motivated with excellent organization and keen attention to detail. * Strong written and verbal communication skills. * Ability to thrive in a fast-paced environment. * Strategic mindset with the capability to work cross-functionally in a collaborative environment. What to Expect as Part of MassMutual and the Team * Regular meetings with the Product and Investments team. * Focused on one-on-one meetings with your manager. * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups. * Access to learning content on Degreed and other informational platforms. * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR41 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: • 2 years of experience in the financial services industry, • Ability to leverage Business development experience, • Passion for gaining knowledge of brokerage/banking products and services, • Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Overview This job posting is anticipated to remain open for 30 days, from 13-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Position Overview: Pivot Onsite Innovations has an immediate need for an experienced and passionate Industrial Athletic Trainer at our client’s site in Bronx, NY. This position offers an opportunity to work at a dynamic worksite and make an impact on employee health, wellness, and safety! Schedule: Monday 5am - 1pm, Tuesday 11am, 8pm, Wednesday 12pm - 8pm, Thursday 9am - 5pm and Friday 5am - 1pm Greater Purpose and Core Values: Athletico’s Greater Purpose is to empower people, inspire hope and transform lives. We accomplish this by providing exceptional, progressive, and cost-effective fitness, performance and rehabilitative services through personalized care that emphasizes education and prevention of future injury. This is accomplished through building on our Core Values of one team, understanding our business, recognition, people-focused, accountability, continuous innovation and trust and integrity, which are the foundation for our unique culture. Job Summary: The Industrial Athletic Trainer will plan, coordinate, and supervise all components of a worksite injury management and health improvement program for employees. Unique skills of an Industrial Athletic Trainer include a focus on injury prevention and evaluation, ergonomic risk assessments and corrective action planning, OSHA emergency/first aid treatment, health education, and worksite health promotion and marketing activities. Position Responsibilities: • Perform comprehensive wellness assessments and ergonomic risk analyses, • Develop and implement site-specific wellness initiatives and programs, • Use innovative, creative solutions and employee empowerment to design and implement ergonomic interventions, • Provide first-aid treatment and management for musculoskeletal complaints including the use of ice, heat, wellness stretches, massage, tape techniques, and non-rigid bracing, • Provide orthopedic injury assessments. As per the state practice act, this position does not provide rehabilitation services, but will participate in education and injury prevention, • Coordinate and implement treatment plans that incorporate therapeutic exercise, modalities, and work conditioning as necessary, • Perform data analysis and execute administrative tasks including, but not limited to, collection of data, completion of forms, documenting patient files, and generating reports for return on investment and budgets, • Create an environment of trust and care, allowing workers to take responsibility to reduce or eliminate actions under their control that contribute to injury and illness, • Communicate regularly with safety personnel regarding rehab and injury prevention activities and be a patient advocate for non-occupational injuries, • Attend meetings and serve on committees as requested by client, • Opportunity to author articles for various newsletters and the company Intranet site as needed Required: • Bachelor’s degree in related field, • Board of Certification (BOC) certified, • State licensure/certification, • Current First Aid/CPR/AED certification, • Willing to travel to various client locations, • Minimum of two (2) years of athletic training experience, • Knowledge of OSHA Recordability and worker’s compensation, • Proficient with Microsoft Office, • Previous ergonomic/occupational health experience, • All access membership to MedBridge for online CEUs, • Medical, dental, and vision insurance (Eligible if you work 30 or more hours per week), • Federal holidays, floating holidays, and PTO (Eligible if you work 30 or more hours per week), • 401(k) plans, • Career growth opportunities: Clinic/Site Lead, Team Lead, Division Manager, and Division Sr. Manager, • Pivot Onsite Innovations is growing and there could be other opportunities as we gain more contracts Salaried ranges listed are for full time (40 hour) employees. Additional pay such as incentive, GAP, overtime, and stipends are subject to the rules of each program and may not be available in all locations. Individual base pay depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time. Minimum Salary/Wage: USD $75,000.00/Yr. Maximum Salary/Wage: USD $80,000.00/Yr.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all. This position will be working with employees of a major employer in the New York City metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do * Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model * Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives * Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning * Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform * Apply the CONSULT model to build trust and guide participants toward clear financial decisions * Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation * Document interactions accurately and efficiently using Salesforce and other internal systems * Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers * Deliver a high-touch, ongoing service experience that supports clients before and after retirement What you will bring * Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred) * Certified Financial Planner® (CFP®) designation required * FINRA Series 7, 63, and 65 registrations required * FINRA fingerprinting required * Minimum 3 years of experience in financial services or the 401(k) industry * At least 2 years of direct financial planning experience * Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations What will set you apart * A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals * Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions * Exceptional communication, organization, and presentation skills that build confidence and trust * Self-motivated and proactive approach to identifying opportunities and following through on commitments * Proven track record of achieving multi-product sales goals within a client-focused environment * Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment * Ability to collaborate effectively within a high-performing, team-based service model * Commitment to Empower’s purpose of guiding participants toward long-term financial confidence #PJPW #LI-Remote What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $102,800.00 - $145,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 10-25-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all. This position will be working with employees of a major employer in the New York City metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do * Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model * Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives * Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning * Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform * Apply the CONSULT model to build trust and guide participants toward clear financial decisions * Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation * Document interactions accurately and efficiently using Salesforce and other internal systems * Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers * Deliver a high-touch, ongoing service experience that supports clients before and after retirement What you will bring * Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred) * Certified Financial Planner® (CFP®) designation required * FINRA Series 7, 63, and 65 registrations required * FINRA fingerprinting required * Minimum 3 years of experience in financial services or the 401(k) industry * At least 2 years of direct financial planning experience * Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations What will set you apart * A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals * Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions * Exceptional communication, organization, and presentation skills that build confidence and trust * Self-motivated and proactive approach to identifying opportunities and following through on commitments * Proven track record of achieving multi-product sales goals within a client-focused environment * Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment * Ability to collaborate effectively within a high-performing, team-based service model * Commitment to Empower’s purpose of guiding participants toward long-term financial confidence #PJPW #LI-Remote What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $102,800.00 - $145,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 10-25-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

Experience using empirical methods to inform pricing, investment decisions, experimentation science, and/or product optimizations in the digital media space.

As a critical member of FFIO (Fidelity Fund & Investment Operations), our Negotiator will provide legal support in order to help prioritize and complete various legal documentations, regulatory projects, and digital tool implementation. This will involve extensive partnership with our internal legal, compliance, and Anti-Money Laundering colleagues while translating this expertise into clear written and verbal communications with our counterparty and custodian relationships. The Expertise and Skills You Bring • Bachelor’s degree required, • Established track record in a position aiding legal documentation either with a JD/paralegal background or operations documentation aid for intricate trade confirmations, • Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products., • Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness., • Provide strong communication to our business partners., • Identify areas of process improvement to improve our processes and technology to increase our legal support., • Experienced in maintaining strong external and internal relationships, especially with legal, operations, and investment teams, • Ability to coordinate impact of core regulations such as Dodd Frank, EMIR, FATCA, MiFID II, FINRA, etc. on derivatives and other trading markets and ensure that agreements meet such regulatory requirements, • Ability to deconstruct, analyze, and negotiate a broad range of standard legal agreements but must also be comfortable adjusting to customized documentation structures where needed, • Excellent written / verbal communication, interpersonal, and relationship management skills, • Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO, • Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events, • Ability to identify and escalate legal, credit, and operational risks in documentation, • Analytical and creative problem solving skills to find compromise that meets the clients’ needs while still protecting Fidelity, • Able to think out of the box and continuously strive for improvements, • Proficiency in working autonomously and balancing tasks within a fast-paced environment while handling a high volume of work, • Attention to detail and focus on work product excellence, • Ability to work independently, while also being passionate about the success of the team as a whole The Global Product Documentation Negotiator will join a team within the Fidelity Fund & Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures & OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, & Collateral Control Agreements (CCA). The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Investment Operations

The Role As an Alternatives Private Credit Product/Squad Lead, you will blend private credit expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private credit to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. • Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support, • Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad, • Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results, • Inspecting and evaluating progress, and removing impediments for your squad, • Defining, presenting, and evaluating results against agreed acceptance criteria, • 6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian., • Bachelor’s Degree or equivalent experience., • Advanced knowledge of broad and deep operations of private credit products including bank loans, direct lending and collateralized loans obligations (CLOs) as well as fund structures associated with this segment., • Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria, • CAIA and /or CFA is a plus. The Team The Director, Alternatives Private Credit Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. #FFIOALTS The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Product Management

The Role In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including hedge funds and liquid alternatives products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring • Advanced knowledge of broad and deep operations of liquid alternatives products and hedge funds including derivative instruments and requirements related to portfolio transactions for pooled investment funds., • In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds., • Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution., • Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences., • Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines., • Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred., • 12+ years’ experience preferred including digital asset products servicing with an asset manager, audit firm or custodian. The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. The base salary range for this position is $125,000-258,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Investment Operations

The Role As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. * Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support * Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad * Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results * Inspecting and evaluating progress, and removing impediments for your squad * Defining, presenting, and evaluating results against agreed acceptance criteria * Making informed trade-off decisions to strike the right balance between quality, cost, and timelines The Expertise and Skills You Bring * 6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. * Bachelor’s Degree or equivalent experience. * Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. * Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria * CAIA and /or CFA is a plus. * Agile and Jira experience preferred Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFIOALTS The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Product Management

The Role In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including private markets products generally with deep expertise of private credit products. The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. The Expertise and Skills You Bring * 12+ years’ experience preferred including alternative investment products servicing with an asset manager, audit firm or custodian. * Bachelor’s Degree or equivalent experience * Advanced knowledge of broad and deep operations of private credit products, including broadly syndicated loans and direct lending and requirements related to portfolio transactions for pooled investment funds. * In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. * Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution. * Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. * Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. * Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. * CAIA and /or CFA is a plus. The Team The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners. The base salary range for this position is $125,000-258,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Investment Operations

The Role The Senior Analyst, Bank Debt Operations will perform and review all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing. • Resolve escalated issues, which could have significant impact on daily operations., • Provide exceptional service to various business partners., • Participate in future project opportunities and facilitate change in a rapidly developing environment., • Assist with development and review for new and/or changes to departmental policies and procedures., • Collaborate within team environment to successfully manage daily work volumes and quality standards., • Bachelor's degree preferred but not required., • Financial services industry experience., • Deep understanding of syndicated loans, bilateral loans, and secondary loan trading., • Well-versed with LSTA/LMA standards and documentation., • Expertise in trade capture, confirmation, settlement, and reconciliation., • Understanding of delayed compensation rules and settlement timelines., • Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar. The Team As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, the ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged. The base salary range for this position is $60,000-115,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Investment Operations

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

Job Description We are seeking a skilled and motivated Business Immigration Attorney with a minimum of three (3) years of experience in immigration law, specifically focused on business and investment visas, naturalization, and citizenship claims. This is an excellent opportunity to join a client-focused, collaborative firm where your growth and contributions are valued. If this sounds like you, please apply now! Business Immigration Attorney Responsibilities: • Advise a broad client base, including large companies and startups, on a full spectrum of business immigration matters., • Prepare and file immigrant and non-immigrant petitions, such as H-1B, L-1, O-1, TN, J-1, PERM, EB-1, EB-2, EB-3, I-140, I-485, and Blanket L., • Draft responses to Requests for Evidence (RFEs) and other complex immigration-related correspondence., • Guide employers and employees through the PERM labor certification process., • Counsel clients on I-9 and E-Verify compliance procedures., • Juris Doctor (J.D.) from an ABA-accredited law school., • Licensed and in good standing to practice law in at least one U.S. jurisdiction., • Minimum of two years of hands-on experience representing clients in all aspects of business immigration law., • Demonstrated experience working directly with clients., • Ability to work onsite, and bilingual in Spanish, is a plus!, • Proficiency in handling complex, writing-intensive cases., • Excellent legal writing and analytical skills., • 110-120K salary range, • Federal holidays OFF, • Employer pays 50% Health Plan, • 5 personal days, • 2 weeks vacation after 1 year, • 401K after a year, matched at the end of the, • Discretionary Bonus

Description: Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It’s also about how we support one another and how we show up for our community. Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change. At Hackensack Meridian Health at Home, we recognize our full- and part-time benefit eligible team members by offering a Total Rewards package including comprehensive Health Benefits, generous Paid Time Off, Travel Reimbursement as well as an investment in your future with a 401(k) match and Tuition Reimbursement. Per Diem team members are eligible to participate in Travel Reimbursement and may be eligible to receive a 401(k) match. At , you’ll find the information, resources and tools that will help you to be successful at HMH. From great benefits and innovative wellness programs, to robust learning and development opportunities, we continue to cultivate an exceptional work environment where you can do the kind of work that leads to fulfillment and professional growth. Responsibilties: The Licensed Social Worker works with a multidisciplinary treatment team to provide psychological, social, and interventions that support patients and families relating to behavioral/medical health, levels of care, disease and illness and wellness and recovery. • Provides a comprehensive assessment of a patient's psychosocial needs and develops treatment plans and treatment plan reviews based on findings and according to department policy., • Provides effective behavioral/medical health treatment and education to patients, including assessment, psychotherapeutic counseling, or therapy (individual and/or group), and shares and interprets information to staff, families, and/or other approved agencies., • Completes all documentation in accordance with department and hospital policy, • Provides all services and interventions to patients in accordance with Licensure regulations defined by the governing licensing board, i.e., NASW or MFT., • Utilizes and obtains and interprets information in terms of patient needs, knowledge of growth , development, and an understanding of the evidence- based range of treatment options for specific populations., • Provides comprehensive case management services/assessment as warranted., • Assess Social Determinants of Health (SDOH) and provide information, education and/or referrals as appropriate to meet identified patient needs., • Collaborates with the patient (with their consent), family, and other support persons involved in the patient's care to develop a comprehensive discharge plan that best meets the continuing care needs of the patient., • Reassesses treatment plan on an ongoing basis , evaluates progress, revises plan when clinically indicated., • Maintains protected patient health information as required by law, State Licensing, TJC and HMH policy., • Assists other behavioral/medical team members in responding to emergencies., • Has a working knowledge of various community agencies and resources and refers patients when appropriate., • Lifts a minimum of 5 lbs., pushes and pulls a minimum of 5 lbs. and stands a minimum of 4 hours a day., • Identifies the needs of the patient population served and modifies and delivers care that is specific to those needs (i.e., age, culture, language, hearing and/or visually impaired, etc.) This process includes communicating and providing instruction/education with the patient, parent and/or primary caregiver(s) at their level (developmental/age, educational, literacy, etc.)., • Adheres to the standards identified in the Medical Center's Organizational Competencies., • Receive proper supervision as per their Licensed Board. Qualifications: Education, Knowledge, Skills and Abilities Required: • Master's degree in Social Work (MSW)., • 1 year of total work experience in Social Work., • Ability to perform psychosocial assessments and develop treatment plans., • Knowledge of crisis intervention theory and its application in a variety of settings., • Knowledge of disease management and disease process and differential diagnosis and treatment techniques., • Ability to work as part of a team, while building collaborative relationships., • Must possess excellent written and verbal communication skills., • Previous home health or hospice experience. Licenses and Certifications Required: • NJ Licensed Social Worker.

Job Description We’ve been exclusively retained by a high-growth boutique law firm based on Fifth Avenue in New York City. With over $8M in annual revenue, elite clientele, and a fast-moving, no-politics culture, this firm is scaling its transactional practice and building a high-performance team of partners. We’re seeking a Partner-Level Transactional Attorney to lead and grow the firm’s platform in real estate, private equity, and general corporate deals. This is a rare opportunity to join a firm where autonomy, client trust, and execution matter more than bureaucracy or hierarchy. Partner-Level Transactional Attorney Benefits: • Competitive compensation: base + origination + percentage of collections, • Transparent path to equity and long-term leadership, • 10,000 sq ft Fifth Avenue office — polished, client-facing environment, • Full back-office support (admin, paralegals, tech, research), • Business development and marketing budget, • Work directly with firm leadership — no layers or red tape, • Freedom to build and lead your own team, • Active NY Bar license, in good standing, • Minimum $1M in portable business in real estate, private equity, or general commercial transactions, • 10+ years of experience handling complex transactions from origination to close, • Experience structuring and negotiating JV agreements, investment deals, or real estate/finance transactions, • In-office presence required, • Entrepreneurial mindset — must be able to operate independently while collaborating with senior leadership, • Background at a boutique or Am Law firm, • Exposure to distressed assets, transactional litigation, or M&A in special situations, • Familiarity with high-net-worth individuals, family offices, or institutional investors, • Interest in mentoring junior attorneys and helping scale the practice, • Crossover experience with litigation or restructuring is a plus If you’re a proven dealmaker with a book of business and a desire to build something meaningful—this is the platform. We’ve been exclusively retained to lead this search and are moving quickly. Bring your book, your edge, and your vision. Let’s talk.

Innovent Global is seeking a travel Cath Lab Technologist for a travel job in Bronx, New York. Job Description & Requirements • Specialty: Cath Lab Technologist, • Discipline: Allied Health Professional, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, evenings Innovent Global Job ID #3232. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. About Innovent Global Innovent Global is your trusted resource for discovering the best travel and permanent nursing jobs across the United States. Whether you’re looking for a change in scenery or you’re seeking a new opportunity, we are fully committed to helping you find the best fit for a new chapter in your career. Based out of West Palm Beach, FL, Innovent Global has quickly become a leader in healthcare staffing. With over 20 years of experience working in the field alongside healthcare professionals, we are uniquely equipped to help you find the right match for your career goals. We've earned the trust of hospitals nationwide by providing highly skilled, experienced, and professional nurses and allied healthcare professionals. Our dedicated team works around the clock to exceed client expectations and ensure the highest level of care. Team Approach Innovent Global is not one recruiter looking for a job for you. The Innovent team is comprised of many individuals all working together to make sure you receive the best possible staffing experience every time. From our recruiters who reach out with top job opportunities and manage your resumes, to our account managers who leverage strong hospital relationships for quick interviews, to our compliance managers who ensure your credentials are up to date, to our Director of Operations who provides continuous support as a nursing resource, and our housing department that secures the best accommodations in your assignment area—the Innovent Team works together as a united front to deliver the best possible healthcare staffing experience Benefits • Insurance benefits (Health, Dental & Vision), • License and Certification Reimbursement, • Weekly Pay, • Referral Bonus, • Large Network of Healthcare Facility's, • 401k Retirement Savings Program for both full-time and part-time employees, with a wide range of investment options.

Healthcare Support is seeking a travel nurse RN Perioperative for a travel nursing job in Bronx, New York. Job Description & Requirements • Specialty: Perioperative, • Discipline: RN, • Start Date: 10/14/2025, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, • Employment Type: Travel Perioperative Nurse Manager HealthCare Support is actively seeking a Perioperative Nurse Manager for a 13-week contract located in Bronx, New York. Benefits of this Perioperative Nurse Manager with HealthCare Support: • Immediate enrollment in Health Insurance, • Dental Insurance, • Life Insurance, • Employee Assistance Program (EAP), • Access to open investment accounts, • Licensure and certification reimbursements required for the position Resources Beyond the Recruiter with HealthCare Support: • Direct Access to your Payroll Specialist, • 24/7 access to a team of Clinical Professionals, • Career and educational tools within our Ingenovis ACT (Advocacy) Program, • Referral Bonuses Required Qualifications for this Perioperative Nurse Manager Role: • Appropriate licensure within the state, • BLS Certification from the American Heart Association (AHA), • 5+ years of applicable experience, • Master’s Degree from an accredited program required or must be registered in a Master's program with projected graduation date in three years of position acceptanc Details of this Perioperative Nurse Manager Assignment: • Traveler Compensation: $3335.20 gross weekly (includes weekly stipend of $2,497.6), • Local Hourly Rate: $72.41 to $73.41 an hour, • Number of Shifts Weekly: 5, • Expected Weekly Hours: 40 Interested in being Considered? If you are interested in applying to this position, please click Apply Now for immediate consideration. For additional consideration, please email a copy of your most recent resume to and our recruiters will reach out. Healthcare Support Staffing, LLC is an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, disability, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other characteristic protected by applicable local, state, or federal law. #Ever Healthcare Support Job ID #472384. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: perioperative nurse manager About Healthcare Support Healthcare Support excels at providing a streamlined and red-carpet experience for our travelers. Whether you are a nurse, a therapist, or an allied health professional, our goal is to connect you with top-rated facilities throughout the country and get you on the road to your next adventure. We leverage 20 years of relationships with the industry’s most respectable companies across all 50 states, both through direct client partnerships and via national MSP programs. From health systems and hospitals to specialty clinics and post-acute facilities, you can work where you want to work and go where you want to go. Not only does HealthCare Support reimburse for relocation and travel costs on your first check, but we also offer license and certification reimbursements required for your assignments so that you can focus on building your career. During your assignment, you’ll have access to medical benefits, 24/7 support from our Clinical Advocacy Team, and a travel team with stateside operations. Your travel team will include a designated credentialing expert to help you navigate every step of the on-boarding process, a payroll specialist who you can communicate with directly, and a skilled recruiter who takes the time to understand your needs and works hard to find the right position for you. Don’t get lost in the shuffle of another overblown staffing agency. Choose HealthCare Support to be your trusted partner that you can rely on for all your travel assignments. We can’t wait to hear about the amazing adventures you’ll have! Pst! Ask us about our Direct Hire Opportunities! Benefits • Vision benefits, • Guaranteed Hours, • License and certification reimbursement, • Medical benefits, • Dental benefits, • Mileage reimbursement, • Employee assistance programs, • Referral bonus, • 401k retirement plan, • Holiday Pay, • Weekly pay

JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. 3rd Shift What this job involves: The Critical Environments Operating Engineer is responsible for delivery of best practice systems and problem resolution on all data center electrical and mechanical infrastructure (UPS, MV electrical systems, generators, cooling systems etc.) What is your day to day? • Responsible for maintaining, monitoring, and performing preventive maintenance and continuous operation of all building systems to maintain 100% Up-time including: fire/life safety, mechanical systems such as (HVAC, chillers, crac, crah, plumbing, controls), electrical including emergency backup systems such as (lighting, UPS, ATS, STS, PDU, generators, primary switchgear, power distribution, transformers), and hot water systems., • Monitors operation, adjusts, and maintains refrigeration, chilled water, and air conditioning equipment; boilers, and ventilating and water heaters; pumps, valves, piping, and filters; other mechanical and electrical equipment., • Must record readings and make and adjust where necessary to ensure proper operation of equipment., • Requires the ability to analyze the operation of various systems, determine the cause of any problems/malfunctions and take corrective action as required., • Comply with departmental policy for the safe storage, usage, and disposal of hazardous materials., • Maintains a clean and safe workplace., • Learn and understand the data center site in-order to manage incidents and events that put the critical systems at risk., • Work order management, including CMMS, Vendor Management, and Customer Facing Tickets., • Understanding and complying with emergency escalation procedures., • Perform additional job duties as required. Why You'll Love This Role: • Work with cutting-edge technology in a fast-growing industry., • Clear career advancement opportunities in critical infrastructure., • Be part of a team that literally keeps the digital world running. Physical Work Abilities & Requirements: This position requires frequent walking, climbing, bending, kneeling, lifting, stooping, and working/extending overhead, including: • Walking large, campus-like settings., • Lifting a minimum of 50 lbs., • Climbing stairs and navigating rooftops to access equipment., • Using ladders up to 30 ft and working from heights., • Ability to Climb a ladder with a 300-lb weight limit., • Must be able to work different schedules., • Must be able to work Holidays., • Must be able to respond to site emergencies. Required Qualifications • 2+ years' experience working in a data center/critical facility., • Experience with building systems, including UPS systems, emergency generators, and switchgears., • Demonstrated verbal/written communication skills., • Working knowledge of computer applications including MS Office (Word, Excel, Outlook), Google Suite and CMMS. Preferred Qualifications • Corrigo experience, • Universal EPA 608 certification, • Trained in NFPA70E #HVACjobs Estimated compensation for this position: 90,000.00 – 105,000.00 USD per year This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site –New York, NY If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: * 401(k) plan with matching company contributions * Comprehensive Medical, Dental & Vision Care * Paid parental leave at 100% of salary * Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our ___For more information about how JLL processes your personal data, please view our . For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy ___. Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our ___ page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our ___ which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and value for our clients. Our core values include Innovation, Collaboration, Elevation, Accountability & Hospitality. What we offer: AKAM is proud to be Great Place to Work-Certified™. Learn more about our company by visiting akam.com. Our benefits include several healthcare, dental and vision options, a retirement program, paid time off plans, 11 paid holidays per year, educational reimbursement, transportation discount purchase programs, service, and performance awards – in addition various social and recreational activities. Position Overview: The On-Site Assistant Management Executive will work closely with the Property Manager and assist with the day-to-day operations of a condo/co-op property located in Queens Village. The individual is responsible for maintaining communication with the shareholders/unit owners as well as with the Board of Managers/Directors. They will work closely with the Management Executive on all matters relating to the property. Responsibilities include, but not limited to: • Working in coordination with the assigned Property Manager on ensuring, and enhancing the operational, mechanical, aesthetic, and financial functioning of all aspects of assigned client properties, • Perform all administrative duties to include but not limited to; preparation for annual meetings, draft memorandums, Building Link Updates, review OT for property staff, maintain COI’s, send welcome letters to new shareholders/unit owners, etc., • Attending board meetings and interact with Board members regularly, • Reviewing, processing, overseeing, and filing the respective apartment alteration documents, • Interaction with Resident Manager and/or Super regularly, • Work with Financial Analyst regarding items such as arrears, petty cash, AVID, and AR tickets, • Ensuring timely and accurate payment of property and other taxes, and recurring, vendor/contractor, and other assigned client property bills and obligations, • Ensuring the timely and accurate provision to owner/shareholder monthly statements as well as any adjustments Qualifications: • Bachelor’s degree in any business-related field is preferred, • Minimum of 1-2 years of Assistant Management Executive/Assistant Property Manager experience supporting multiple co-op and condo properties is preferred, • Experience with Yardi, Avid, and BuildingLink is a plus, • Proficient with MS Office Suite programs; specifically, Outlook, Excel, Word, • Ability to work in a fast-paced environment, • Previous experience handling and resolving tenant issues, • Strong organizational and multitasking skills, • Hospitality and strong customer service skills are required Benefits: • 401(k) Retirement Plan Matching, • Health Insurance, • Dental insurance, • Vision Insurance, • Ancillary Benefits, • Health Savings Account, • Flexible Spending Account, • Life Insurance, • Paid Time Off, • Company Events, • Employee Assistance Program, • Employee Referral Program, • Employee Engagement Committee AKAM Living Services, Inc., is committed to maintaining a diverse workforce and an inclusive work environment. AKAM is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants are encouraged to apply and will be considered for employment without regard for any characteristic protected by applicable law.

Job Description We are seeking a highly motivated Accounting Associate to join our Finance team. This is an exciting role for someone who wants to grow their career in accounting while gaining exposure across multiple areas of the function. The Accounting Associate will play a critical role in supporting daily operations and month-end close while partnering cross-functionally with Accounting, Revenue, and Operations. You will learn and contribute to a variety of accounting processes, including Accounts Receivable (AR), Accounts Payable (AP), Property, Plant & Equipment (PPE), Cash, and Tax, with exposure to collections, tax compliance, and revenue recognition. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. Here's what you can expect as an Accounting Associate: • Assist with day-to-day accounting operations, including AP, AR, and cash postings, • Support the month-end close process by preparing journal entries, account reconciliations, and variance analyses, • Partner with the Collections team to help track and resolve outstanding receivables, • Assist in fixed asset accounting (PPE tracking, depreciation schedules, capitalization), • Contribute to tax compliance, filings, and audit support, • Provide support on revenue recognition and contract review, • Help drive process improvements and automation within the accounting function, • Collaborate cross-functionally with FP&A, Operations, and Business leaders About You: • Bachelor's degree in Accounting, Finance, or related field (CPA track a plus), • 0–2 years of accounting or internship experience (public accounting or SaaS/tech company experience a plus), • Strong analytical and problem-solving skills with high attention to detail, • Eager to learn multiple aspects of accounting and grow with the company, • Excellent communication and collaboration skills, • Proficiency in Excel; experience with ERP systems (NetSuite preferred) is a plus What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $55,000 and $80,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO GuidelinesVTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job Description About the Company & Project Our client is a leading global Consultancy renowned for delivering high-profile, complex, iconic, large-scale capital projects. We are currently seeking a dedicated and accomplished Community Outreach Manager for the Hudson Tunnel Project (HTP). This is a once in a lifetime opportunity to contribute to this landmark project that is poised to deliver transformative impacts across economic, transportation, and environmental sustainability. The busiest rail connection between New York, New Jersey, and the Northeast Corridor, the Hudson Tunnel Project will improve capacity, reliability, and resiliency of commuter and intercity rail transit serving 800,000 daily passengers from Washington, D.C. to New York and New England. This is a milestone project that is slated to receive nearly $12 billion in federal funding, the largest investment in a mass transit project in modern history. As the Community Outreach Manager, you will play a pivotal role in the delivery of this significant project. This is a fantastic opportunity to be part of a mission that aligns with our clients purpose: to create responsible places that bring transformative impact to their people, communities, and societies. Responsibilities • Develop and implement a community outreach strategy that fosters open communication, addresses community concerns, and promotes project awareness., • Organize and facilitate community meetings, public forums, and stakeholder consultations to gather feedback, address questions, and build relationships with community members., • Collaborate with local organizations, government agencies, and community leaders to ensure community needs and priorities are considered in project planning and decision-making., • Create and distribute communication materials, newsletters, and updates to keep the community informed about project milestones, timelines, and impacts., • Coordinate outreach events, educational workshops, and site tours to engage with the community and increase awareness of the project., • Bachelors degree in Communications, Public Relations, Community Engagement, or related field., • Experience in community outreach, public relations, or stakeholder engagement, preferably in construction or infrastructure projects., • Strong interpersonal skills, empathy, and cultural sensitivity to engage with diverse communities., • Excellent written and verbal communication abilities., • Ability to work collaboratively in a team environment and build relationships with various stakeholders., • Knowledge of community engagement best practices, public involvement techniques, and communication strategies., • Familiarity with New York transit agencies such as PANYNJ, NJT, MTA, LIRR, Amtrak etc., • Experience in FTA projects is highly preferred. This is an excellent opportunity for a Community Outreach Manager looking to work on the most challenging, high-profile and innovative projects. If you're an ambitious professional who thrives in a client-facing role and enjoys delivering solutions that drive project success, we encourage you to apply. Platinum Global Talent Solutions is committed to providing equal employment opportunities to all qualified individuals. We refer candidates based on their qualifications and experience, without regard to race, color, religion, national origin, sex, age, disability, veteran status, or any other legally protected status. Why this is a Great Opportunity • Full-time position with competitive compensation, • Opportunity to work in a client-facing role delivering significant and impactful capital projects., • Collaborative and supportive work environment with the opportunity for growth in your career, • Comprehensive benefits package including medical, dental, vision, life insurance, AD&D, disability Insurance, 401(k).

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. As the Senior Clinical Manager, Family Care you will shape and scale how Spring Health supports members and families through compassionate, evidence-based care. This role will support the growth of Spring Health's services for families, teens/adolescents, and children. You'll design and launch new clinical initiatives, guide cross-functional teams to deliver measurable outcomes, and ensure that every aspect of the family care experience reflects clinical excellence. This role blends strategic leadership with hands-on clinical engagement, serving as the bridge between care delivery, product innovation, and business impact. This is a full time position that is fully remote that will report to the Senior Director of the Specialty Care Programs. Occasional travel may be required for company or team events What you'll do: • Serve as clinical lead for providers, peer recovery, and care navigators involved in the family care experience, • In collaboration with key stakeholders, drive the strategic vision for family care, • Lead clinical design, development, and launch of family support programs, • Lead tracking and reporting on program outcomes, • Monitor and drive team performance on KPIs, including engagement in care, • Partner with Business Strategy, Product and Operations team members to drive program KPIs, • Develop integrations with health plans and build referral channels for identifying and routing members to care, • Support sales and account management teams as clinical expert, • Manage external partner provider relationships, • Licensed behavioral health practitioner (psychologist, social worker, therapist, or counselor) at least 5+ years post licensure, • Must have experience in direct care provision of children, teens/adolescents, and families., • Must have experience with supporting children and families with neurodiverse issues (e.g. ADHD, Autism Spectrum Disorders, Learning Disorders), • Must have school-based clinical care experience working with parents, caregivers, youth (children, adolescents) and/or young adults.Experience with school-based interventions, and coordination of care across academic and community based resources (e.g. knowledge of IEP's, IDEA, Section 504 Plan), • Knowledge of current best practices and evidence based treatments for ADHD, ASD, and LD, with a strong preference for experience and training in Applied Behavioral Analysis (ABA), Behavior Parent Training (BPT), and Parent-Child Interaction Therapy (PCIT), • Strong preference for additional clinical expertise in evidence based treatment of family/teens/children in; substance use disorders, eating disorders, severe depression/anxiety, and/or trauma., • Experience with motivational Interviewing, diagnostic assessment, and triage., • Knowledge of federal and state policies/guidelines for school-based accommodations, • Must be data driven and research-informed, • Must have experience working on interprofessional teams to manage patient care (e.g. psychiatry, peer support, case management, nursing, etc), • Must have experience in clinical program management, • Must have experience with clinical program design and implementation including experience collaborating with Product teams to build care team tools, • Must have experience managing clinical teams with demonstrated ability to inspire and lead a high-performing and highly-valued team, • Knowledge of and experience with healthcare systems including health plans, • Startup experience strongly preferred, • Comfort with EHRs and electronic case management tools, • Working knowledge of Google Office Suite (Google Docs, Sheets, Slides, Forms, etc.), • Proactive approach to project management, • Experience developing creative solutions to complex problems, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Location: New York City (In-Office, Full-Time) Industry: Real Estate Private Equity Experience Level: Mid-Level (3+ years EA experience preferred) About the Role: Eagle Rock is a rapidly growing real estate private equity firm headquartered in NYC. We're seeking a sharp, proactive, and highly organized Executive Assistant to support our Chief Investment Officer (CIO) and Chief Growth Officer (CGO). This is a high-impact, high-visibility role supporting two senior leaders at the forefront of our investment and growth strategies. You'll be at the center of the action-managing schedules, coordinating meetings and travel, preparing critical investment materials, and ensuring seamless day-to-day operations. We're looking for someone who thrives in a fast-paced, entrepreneurial environment, and who brings energy, initiative, and discretion to everything they do. You'll be a key contributor as we continue to build something special. Key Responsibilities: Calendar & Communication Management • Coordinate ever-changing, complex calendars for the CIO and CGO, • Prioritize competing demands, investor calls, internal meetings, and travel, • Act as a gatekeeper for communications, ensuring critical updates are flagged and acted uponMeeting & Travel Coordination, • Organize internal and external meetings; manage agendas and follow-ups, • Book and manage detailed domestic and international travel itineraries, • Coordinate conference rooms, catering, and logistics for presentations and eventsPresentation Support, • Prepare and polish presentations, reports, and financial materials, • Conduct research and prep materials related to deal due diligence and investor relationsAdministrative Operations, • Process expense reports (e.g., through Emburse), light accounting, • Order supplies and manage office organization and administrative systems, • Collaborate with other team members to ensure smooth team operations, • Handle ad hoc and personal executive support tasks as neededWhat We're Looking For:, • 3+ years supporting C-suite or senior executives (experience in real estate, finance, or private equity a plus), • Strong judgment and discretion with confidential information, • Excellent written and verbal communication skills, • Tech savvy - Expert in Microsoft Office Suite; Calendaring, Video calls, ChatGPT/AI tools, etc; CRM or investor portal familiarity a plus, • Highly organized, detail-oriented, and calm under pressure, • Flexible and responsive-ready to work extended hours or weekends during critical periods, • Bachelor's degree preferredWhat We Offer:, • Base Salary: $85,000 - $105,000, • Bonus: 10-25% of base salary, depending on performance, • Comprehensive benefits: Medical, dental, vision, 401(k), • Incredible growth opportunity in a firm that's scaling fast, • An energetic, entrepreneurial culture where we value excellence, initiative, and fun