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Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • This position is not eligible for Visa sponsorshipPosting Location:, • 235 Fair Street Kingston, NY 12401Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $34.00 - $60.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Job Description At LendingOne, we don’t just lend capital—we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel’s Top Workplaces—four years running! As a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: • Speed & Ease – We simplify lending so clients can move fast and seize opportunities., • Solutions Driven – We solve problems, not just process paperwork., • Loyal Partners – We build trust, not just transactions. The Opportunity: As VP of Revenue Operations, you will lead strategy, systems, analytics, enablement, and operational excellence across the revenue organization. You will own and optimize the full revenue tech stack (HubSpot, Gong, Allego, DialPad, Tableau), ensuring seamless, data-driven processes from lead to close to expansion. You will drive forecasting accuracy, build executive-level reporting, and translate complex data into actionable insights to inform strategic decision-making. As VP of Revenue Operations, you will also oversee sales onboarding, training programs, playbooks, and performance frameworks to accelerate ramp time and improve productivity. Additionally, you will optimize sales processes, compensation structures, and territory design while partnering closely with Marketing, Underwriting, Product, and Finance to ensure cross-functional alignment. Beyond operational responsibilities, you will lead key strategic initiatives, manage organizational change, and develop a high-performing Revenue Operations team focused on scalability, operational rigor, and continuous improvement. This is a full-time employment opportunity working in our Boca Raton, FL; Charlotte, NC; or Great Neck, NY office locations. What You’ll Do: • Systems & Infrastructure: Own and optimize the revenue tech stack (HubSpot, Gong, Allego, DialPad, Tableau) and end-to-end sales processes; ensure integration, data quality, and workflow efficiency; evaluate new technologies., • Forecasting & Analytics: Lead forecasting, pipeline reviews, and executive reporting; analyze sales performance and trends to provide actionable insights., • Sales Enablement & Performance: Design and scale onboarding, training, playbooks, and coaching; build certification and career progression frameworks; measure impact on ramp time, productivity, and retention., • Process Optimization & Operational Excellence: Improve conversion rates, sales velocity, and cycle times; refine compensation, quotas, and territory structures; drive cross-functional alignment., • Program & Project Management: Lead strategic initiatives and projects; manage change, stakeholders, and outcomes with clear planning and metrics., • Bachelor’s degree in Business, Finance, Marketing, or related field; MBA preferred, • 8–15+ years in revenue operations, sales operations, or related roles, • Proven success in designing and optimizing end-to-end revenue processes, • Expertise with CRM systems (e.g., Salesforce, HubSpot) and sales enablement tools (e.g., Gong, Allego), • Strong analytics and reporting skills (Tableau, Power BI, or similar), • Experience in revenue forecasting, pipeline management, and KPI development, • Demonstrated leadership of cross-functional teams and change management initiatives, • Excellent communication, interpersonal, and strategic thinking skills Why LendingOne: • Competitive base salary and incentive structure, • Full medical, dental, and vision benefits, • Company-matching 401(k) plan, • Paid time off and 10 company-paid holidays, • Work-from-home Fridays, • Career development, training, and internal promotion opportunities, • Team-building events, company lunches, and swag

Job Description SimpleCITI Companies, Hiring for Graphic Designer Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is seeking a creative, detail-driven Graphic Designer to elevate our brand presence across all materials and communications. From pitch decks to investor brochures, this role is responsible for ensuring visual consistency and high-quality design throughout every client-facing and internal document. You’ll work closely with company leadership to design and produce materials that reflect the sophistication and clarity of our platform. Branding & Visual Identity • Create and refine logos, wordmarks, and visual identity systems for SimpleCITI and its subsidiaries, • Ensure brand guidelines are consistently applied across all materials and platforms, • Develop visual assets for use on websites, signage, social media, and email marketing Print & Digital Collateral Design • Design investor materials including offering memoranda (OMs), brochures, and one-pagers, • Create booklets, presentations, and pitch decks that support company growth initiatives, • Develop business cards, letterheads, and branded templates for internal teams, • Build clean, interactive PDF forms for lease applications, onboarding, and compliance, • Assist with the layout and design of employee handbooks and internal guides Execution & Production • Prepare and export final design files for print, digital, or web platforms, • Work with external printers, developers, and vendors to ensure quality results, • Organize design files and templates for internal access and re-use Collaboration & Innovation • Collaborate with leadership across departments to translate business needs into design deliverables, • Suggest creative improvements to existing materials and explore new design formats, • Stay up to date on industry design trends and real estate presentation standards Requirements • 2–5 years of experience in graphic design, branding, or marketing communications, • Proficiency in Adobe Creative Suite (Photoshop, InDesign, Illustrator) and Canva, • Experience designing professional materials in real estate, finance, or corporate sectors preferred, • Ability to manage multiple projects with speed, accuracy, and attention to detail, • Strong visual sense, layout skills, and an eye for typography and color, • Organized, communicative, and comfortable taking initiative Bonus: • Advanced Adobe Creative Suite skills and experience with motion graphics or animation, • Experience with PowerPoint, Figma, or basic HTML/CSS, • Experience with commercial real estate or private equity marketing materials, • Photography, video editing, or motion graphics skills

This Jobot Job is hosted by: Amy Eichelberg.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $60,000 - $85,000 per year.We are a premier electrical contractor with a strong focus on the construction and maintenance of high-voltage transmission lines and

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Experience with lending platforms such as LendingPad, Liquid Logics, or similar LOS/LMS. SimpleCREDIT, Hiring for Director of Operations – Residential Bridge & Transitional Lending. Its operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, dev

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Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Advise customers ab

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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

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Director Of Operations Residential Bridge & Transitional Lending. Its operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. Ensure adherence to internal credit policies, lending guidelines, and regulatory req

Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and mai

Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and mai

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider for lending and other financial soluti

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Analyze fina

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. Refer customers who seek financial services other than lending solutions to the appropriat

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

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