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Job Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm. The job responsibilities include: • Attention to detail, • Tenacity and Persistency, • Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow, • Correspond with clients to complete new accounts, asset transfers, and other forms., • Communicate with the back office and other agencies to complete new business and client requests in a timely manner., • Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business. The ideal candidate should possess the following work experience: • Experience in the competitive Financial Advisor Industry preferred, • Experience processing Life Insurance applications, • Proficiency in Social Media communication for purposes of firm branding, • Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations Starting salary is around $45,000 for no experience.

Job Description About AMS Risk Management & Consulting, Inc.: AMS Risk Management & Consulting, Inc. is a forward-thinking risk management and insurance consulting firm located in Bellmore, NY. We provide comprehensive Property & Casualty (P&C) solutions to businesses and individuals. With a strong reputation for quality service, we specialize in insurance evaluations, risk management strategies, and consulting for large, privately held clients. We are seeking a motivated Property & Casualty Insurance Professional (brokers and risk managers encouraged to apply) to join our growing team. The position allows flexibility, with the potential for remote work 1-2 days a week after a certain tenure, depending on the candidate’s experience. Key Responsibilities: Client Account Management & Service: • Manage day-to-day servicing for assigned commercial insurance accounts, including policy forms, proposals, change requests, claims reporting, certificates of insurance, auto ID cards, policies, and endorsements, • Respond promptly to client inquiries, provide coverage comparisons, and resolve policy-related questions, • Review policies, endorsements, and related documentation for accuracy and alignment with client needs, • Coordinate with clients, producers, brokers, carriers, and internal teams to ensure timely and effective service delivery Risk Management & Coverage Analysis: • Evaluate client insurance programs and risk exposures, including compliance reviews involving financial institutions, leases, and contractor/vendor agreements, • Analyze coverage, identify gaps or potential exposures, and develop recommendations to address client needs, • Prepare loss summaries, risk analysis reports, and other materials to support client and renewal discussions, • Consult with producers and leadership on complex coverage issues and recommendations Insurance Marketing & Proposal Evaluation: • Prepare insurance specifications and submission materials for marketing commercial accounts to insurers, • Coordinate the marketing process with brokers and carriers, including gathering underwriting information and responding to requests, • Review and compare insurance proposals, evaluating coverage, terms, premiums, deductibles, and endorsements, • Negotiate with brokers and carriers to obtain competitive and appropriate coverage solutions for clients Renewal & Client Retention: • Manage and support the renewal process for assigned and prospective accounts, including ordering updated loss information, completing renewal applications, and preparing renewal proposals and binders, • Work closely with producers throughout the renewal process, including renewal marketing, pricing analysis, and account rounding opportunities, • Proactively identify opportunities to enhance coverage, provide additional services, and strengthen client relationships, • Support client retention by delivering responsive service, thoughtful risk management guidance, and tailored insurance solutions Client & Relationship Management: • Develop and maintain strong, long-term relationships with clients, producers, brokers, and insurance carriers, • Communicate proactively with clients regarding coverage options, recommendations, renewals, and other insurance needs, • Participate in client and internal meetings as needed, providing expertise and supporting successful outcomes, • Collaborate across internal teams to ensure a consistent, high-quality client experience Qualifications: • Experience: Minimum of 5+ years in Property & Casualty insurance. Experience in risk management consulting is a plus, • Licensing: Property & Casualty Insurance License required, • Certifications: Current industry designation such as CPCU or ARM preferred, • Client-Focused: Strong relationship-building skills with the ability to manage multiple accounts and offer tailored solutions, • Knowledge: In-depth understanding of Property & Casualty insurance products, risk management strategies, compliance regulations, and claims processing, • Communication & Negotiation: Excellent verbal and written communication skills with the ability to present, negotiate, and explain complex insurance concepts clearly, • Problem-Solving: Ability to assess complex situations and provide practical, client-focused solutions Why AMS Risk Management & Consulting, Inc.? • Competitive salary: $85,000.00 - $95,000.00 per year, based on experience and qualifications, • Flexible work arrangements: Including the possibility of remote work 1-2 days per week after the initial period, • Comprehensive benefits: Individual Medical, Dental, Vision insurance, Paid time off, 401(k), Profit-sharing plan Please send your resume, list of references, and desired salary for consideration for this position. Note, final salary depends on educational background, experience and agreed upon work schedule.

Job Description Position: Category Manager Location: Farmingdale, NY (In Office) Salary: 100k – 115k National Distribution firm seeks a Category Manger to join their Team Responsibilities • A buyer will perform a variety of tasks, including but not limited to: inventory analysis, price book management, marketing, alternative markets, and negotiating with vendors, • MUST have experience purchasing grocery items, specially produce and perishables., • Manages all purchasing activities, • Direct interaction with all departments within the company, as well as with key customers, • Analyze changes or new issues in materials and supplies to find ways to reduce costs and improve quality, • Receive orders and grants approval for purchases of goods and services, • Rely on extensive experience and judgment to plan and accomplish goals Requirements • Finance experience / pricing evaluation / retail cost analysis /gross profit margin knowledge a plus, • Prior experience in procurement of CPG products required, • C-Store (convenient store) experience is a plus, • Strong Analytical Skills and Negotiating Skills, • Must be highly proficient in Microsoft Office programs

Asset Manager | New York City | Mixed Use Portfolio | Fully Remote A growing regional property management firm is seeking an Associate Asset Manager (AAM). Ideal candidate will be responsible for the day-to-day portfolio oversight of existing properties throughout NYC. The AAM will be involved in all facets of the real estate execution process, including overseeing property operations, executing on capital and renovation projects, assisting in leasing efforts, the development and monitoring of asset-specific business plans, and reporting. The candidate will work closely with both the Project Management team and the firm’s principals. The individual should be able to thrive in a strategic and creative environment that is highly entrepreneurial and which requires strong skills in the areas of analytics, multitasking, prioritizing and communication. The position is remote but requires weekly site visits to the properties. Responsibilities: • Assist Investment Management team in leasing activities, negotiations, assessment of physical space conditions and work letter development., • Build strong working relationships with vendors, contractors, design consultants and other counterparties., • Effectively communicates any building issues, concerns or important developments to colleagues in relevant areas., • Review monthly property operating reports, identify operational/financial issues, and coordinate changes in property management execution to meet operational goals, • Prepare and present quarterly and annual asset management reports, business plans, cash flow forecasts, variance analysis, and leasing updates to partners., • Maintain database of lease expiration dates and notice dates across the firm’s portfolio holdings., • Assist asset manager with analysis of proposed leasing transactions and track against underwriting., • Assist internal and external leasing teams on preparation of marketing materials lease proposals, lease agreement negotiations., • Develop knowledge of local markets and competitive properties; track market activity and maintain database of lease comps., • Assist in the development of management policies and procedures to ensure that best practices are employed and documented and updated on a continual basis., • Work closely with Project Management team to develop and manage capital improvement program for required maintenance, repair, tenant buildout and other minor construction work across the portfolio., • Prepare and manage project budgets, schedules and deadlines to ensure consistency with lender and owner requirements., • Monitor construction progress through periodic site visits. Qualifications • Bachelor’s Degree in a relevant discipline with strong academic record., • At least three years of experience in real estate; property management., • Experience with rules and regulations, building code, and local laws., • Ability to analyze and independently resolve a variety of difficult situations and problems, demonstrating flexibility while remaining focused on solutions., • Ability to delegate responsibility and achieving results through team, third party vendors, contractors and design consultants., • Must possess meticulous attention to detail and take pride in their work., • A confident, team player who listens to internal and external input but can take decisive action., • High level of communication skills, verbally and in writing., • Experience in negotiations and contractual language., • Excellent organizational and time management skills., • Analytical and strategic skills; ability to plan, manage, and implement multiple projects., • Ability to develop feasibility analyses, create pro formas, monitor project budgets and timelines., • Advanced proficiency with Microsoft Word, Powerpoint and Excel., • Experience with financial reports in Yardi/MRI or other real estate software, • Self-starting and diligent individual with a successful track record of working independently and on a team. Must thrive in a fast-paced and entrepreneurial environment. Compensation: $110,000 - $140,000 base salary + bonus, comprehensive health benefits, including 401k match. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity, and other non-cash incentives. Please send your resume for immediate consideration to: EBelkin@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com The Opportunity We are seeking a Managing Director who is both a producer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams. This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment. What You’ll Do • Build and lead your own team of Financial Professionals, • Actively recruit, train, and develop new advisors (minimum 8 hires per year), • Drive performance through coaching, mentorship, and accountability, • Maintain personal production across life insurance and annuity business, • Deliver holistic financial strategies to clients using a consultative approach, • Partner with internal specialists and external professionals (CPAs, attorneys, etc.), • Create a culture of growth, professionalism, and client-first service Requirements What We’re Looking For • Proven leadership and recruiting experience in financial services, • Strong production background (life insurance and/or annuities required), • Entrepreneurial mindset with the desire to build and scale a business, • Ability to attract, develop, and retain talent, • High level of professionalism, drive, and accountability, • Excellent communication and relationship-building skills Role Expectations This is a leadership-focused position intended for individuals committed to building and managing a team. • Recruit a minimum of 8 new Financial Professionals annually, • Maintain consistent personal production to remain in good standing, • Actively mentor and grow your team’s performance and retention What We Offer • A platform to build your own business within an established firm, • Access to advanced planning strategies, marketing support, and leadership resources, • Competitive compensation with uncapped income potential, • Ongoing leadership development and mentorship, • A collaborative culture focused on long-term success for both clients and advisors Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Are you a dynamic real estate agent actively closing deals but feeling constrained by administrative hurdles, limited marketing resources, and unpredictable listing inventories? At Frontline Realty Group, we transcend the traditional, low-support commission split model. We offer a comprehensive, strategic ecosystem tailored for high-performing realtors. Under the leadership of Broker/Owner Mike Foley, our firm is renowned for its elite market approach: we don't merely list homes as-is; we transform properties to maximize equity and net profits for our clients. Thanks to our premium branding, stellar service reputation, and targeted client acquisition systems, we are generating high-leverage business and seek experienced, conversion-focused agents to join us and scale. If you wish to spend less time on backend tasks and more time securing high-end listings and advocating for buyers, this is your opportunity. The Frontline Infrastructure Advantage: • Premium Client Funnels: Eliminate the need to chase unverified cold leads. We provide a consistent flow of high-quality, high-intent prospects who appreciate premium real estate strategy and advocacy., • Complete Administrative Paperwork Relief: Our back-office infrastructure manages your transaction coordination, processing, and file compliance. You remain in the field, doing what you excel at—negotiating and closing deals., • Home Transformation Blueprint: Gain a competitive edge when pitching listings. Utilize our unique process for preparing, upgrading, and styling properties to secure top dollar for sellers., • Direct Elite Coaching: Collaborate directly with proven, high-producing leaders to master luxury frameworks, advanced lead conversion, and local market dominance. What We Expect From You: • Diligent Pipeline Management: Meticulous, proactive follow-up with team-generated prospects and swift execution on inbound inquiries., • Strategic Consultations: Conduct high-level buyer and seller strategies focused on advocacy, property positioning, and client returns., • Local Market Authority: Maintain sharp expertise on regional real estate conditions, inventory tracking, and neighborhood trends., • Seamless Field Execution: Manage active showing schedules, host targeted open houses, and review competitive contract structures. Qualifications: • Proven Production Standard: An active Real Estate License with a mandatory minimum of 5 closed real estate transactions within the past 12 months. (No exceptions; this role requires immediate structural mobility.), • High Communication Standards: Masterful negotiation skills, clear articulation, and a dedication to world-class client service., • Tech-Fluent Execution: Proficient in using modern CRM platforms, mobile workflow systems, and digital transaction suites., • Self-Driven Focus: Full-time professional commitment to building a high-volume, legacy business under an elite brand banner. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year (Commission-based with uncapped potential) Benefits Schedule: • Flexible schedule (Self-determined), • Monday to Friday weekend availability, • Comprehensive marketing and sales support assets provided

Company Description The Chief Marketing Officer (CMO) will lead the brand, marketing, and growth strategy for Promotional Marketing Agency, an industry leader as a top-tier, innovation-driven promotional and experiential marketing firm nationwide. This role develops and executes an integrated marketing vision that drives client acquisition, brand awareness, and digital transformation across all channels. The CMO serves as a strategic partner to the CEO and COO, aligning marketing initiatives with the agency’s business objectives, affiliate growth, and digital modernization goals Role Description This is a full-time on-site position for a Chief Marketing Officer, Inc based in NY, NY. The CMO will develop and lead marketing strategies, oversee market research, conduct market planning, manage marketing teams, and spearhead public relations efforts. The role also involves working closely with the sales team to align marketing initiatives with business development goals, ensuring effective branding, and driving overall growth. Qualifications • Demonstrated success in Marketing Management and Sales collaboration, • Proven expertise in Market Planning and Market Research, • Strong experience in Public Relations and building brand presence, • Strategic thinking and the ability to develop and execute comprehensive marketing plans, • Exceptional leadership, communication, and interpersonal skills, • Minimum of 7-10 years of experience in marketing or related roles, with at least 3 years in a leadership position, • Bachelor's degree in Marketing, Business Administration, or related field (Master's degree preferred), • Experience in industries served, such as the Food & Beverage industry, is a plus, • Salary Range: $100,000 to $150,000, depending on credentials and experience.

Job Description WealthBridge Financial Group About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Through Integrated Wealth Resources, our agents also get access to expert consultants to better serve their clients. www.wealthbridgefg.com Requirements Position Overview We're looking for an expert at the intersection of artificial intelligence and marketing to help us build the future of how our firm grows. You'll design, build, and implement AI agents that power two critical areas of our business: generating qualified life insurance leads for our agents, and attracting and recruiting new agents to join our team. This is a hands-on, high-impact role for someone who wants to build systems from the ground up and see measurable results. Key Responsibilities • Design and deploy AI agents that capture, qualify, nurture, and book appointments with life insurance prospects across SMS, email, web chat, and social media, • Build AI-powered recruiting funnels that attract, screen, and engage prospective agents and route qualified candidates to our leadership team, • Integrate AI tools with our CRM, scheduling, and marketing platforms so leads and recruits flow automatically to the right people, • Use AI to create and optimize ad campaigns, landing pages, and content that lower our cost per lead and cost per hire, • Ensure all automated outreach complies with insurance marketing regulations, TCPA, CAN-SPAM, and data privacy standards, • Track and report on performance metrics such as lead volume, conversion rates, appointment rates, and recruiting pipeline growth, • Train agents and staff to use the tools effectively and continuously refine systems based on results Ideal Candidate • Proven track record building and deploying AI agents, chatbots, or marketing automation that delivered measurable results, • Strong background in digital marketing, lead generation, and funnel strategy, • Hands-on experience with AI platforms and APIs (OpenAI, Anthropic, or similar), automation tools (Zapier, Make, n8n), and CRMs (GoHighLevel, HubSpot, Salesforce, or similar), • Working knowledge of paid advertising on Meta, Google, and LinkedIn, • Able to turn business goals into working systems with minimal oversight, • Clear communicator who can explain technical ideas to non-technical agents, • Experience in life insurance, financial services, or another regulated industry is a strong plus Benefits Who You'll Work With You'll partner directly with firm leadership, our agent team, and the consultants at Integrated Wealth Resources to understand what drives our growth and build the tools to accelerate it. Why Join WealthBridge? • Build AI systems from scratch with real ownership and direct impact on the firm's growth, • Work with a leadership team that values innovation and is committed to investing in technology, • Collaborate in a supportive, entrepreneurial environment focused on integrity and long-term success, • Flexible schedule, remote work, or other perks

Job Description Personal Injury Law Firm is seeking a Marketing Assistant to handle Social Media, Long & Short Form Video Content, and merchandising. Content Creation and Editing is Key! Must ave the ability to create a strategy for increased brand awareness and case intakes. We need someone ready to be the voice of our brand and manage the marketing budget to enable the development of specific campaigns, promotions, and SEO strategy. Our ideal candidate is creative, thinks out of the box has exceptional communication and sales skills and loves meeting new people. If this sounds like you, apply now! Compensation: $30 per hour Responsibilities: Duties & Responsibilities: Oversee the creative content across all elements. Assist in the research and implementation of marketing strategies for the firm. Develop and implement social media advertising strategies. Analyze online media performance. Oversee vendors that work on our behalf, including but not limited to online vendors, PPC, LSA, SEO, social media, and creative. Develop video & written content, including but not limited to All Social media platforms; Website; SEO Content; Blog posting; Print marketing materials. Work on posting content on a consistent basis and as current events unfold. Assist in the coordination and running of special events for the firm. Plan and implement advertising campaigns on social media. Including but not limited to research for the specific campaign, building the campaign within the platform, creative needs for the campaign, monitoring campaigns, and making adjustments as needed. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Qualifications: • Basic computer skills, including knowledge of Microsoft Word and Excel, • Thorough knowledge of marketing strategies and best practices for a sales department, • Strong communication skills, both written and verbal Position Requirements: Must have a strong work ethic. Must be able to multitask & meet deadlines Must be able to prioritize work and work under pressure. Must have exceptional communication and written skills. Must have computer skills, including Excel and Microsoft Outlook. Must be able to edit videos. Be able to create content through the use of graphic design programs such as Canva. About Company At The Rizzuto Law Firm, we put our employees first so clients can come first. Our CORE VALUES • Honesty, • Team Work, • Respect, • Accountability, • Pride, • Understanding, • Communication, • Excellence!

H2M architects + engineers, a multidiscipline architectural, engineering, environmental consulting firm based in NY and NJ currently has an opening for an Administrative Assistant to join our Marketing team in Melville, NY.As part of the Marketing Team, this position will support the marketing team

About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who Youll Work With Youll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionVice President of Marketing, Danessa Myricks Beauty Summary: Danessa Myricks Beauty is one of the fastest-growing independent beauty brands, built on the belief that makeup is a tool for creativity, confidence, and limitless self-expression. Founded by makeup artist and innovator Danessa Myricks, the brand has earned a passionate following among professional artists, beauty enthusiasts, creators, and retailers through breakthrough innovation, education, and inclusive product development.The Vice President of Marketing is responsible for defining and executing the company's integrated marketing strategy to accelerate brand equity, customer acquisition, retention, retail growth, and global expansion.Reporting directly to the CEO and as a member of the executive leadership team, this role oversees Brand Marketing, e-commerce & digital marketing, social media, Influencer & Creator Partnerships, PR & Gifting, CRM/Lifecycle Marketing, Customer Experience, and Marketing Operations.This executive will ensure every consumer touchpoint reflects the creativity, innovation, community, inclusivity, and artistry that define Danessa Myricks Beauty while delivering measurable business results.This is a highly cross-functional leadership role requiring equal strengths in brand building, digital marketing, commercial strategy, innovation, analytics, and team development. Job Responsibilities:Brand Strategy & Business Leadership: • Partner closely with the CEO & Founder to solidify the mid- and long-term strategy and growth roadmap, translating the brand’s ambition into strategic priorities and annual growth plans aligned to company revenue, profitability, and market share objectives., • Define and execute the integrated marketing strategy that supports company growth across retail, direct-to-consumer, and international markets., • Develop annual marketing plans aligned to company revenue, profitability, and market share objectives., • Own the marketing budget with full P&L discipline and clear ROI accountability., • Serve as the steward of the brand across every consumer touchpoint, ensuring consistency, creativity, and commercial impact., • Promote a community- and consumer-first culture rooted in insights, innovation, data and measurable business outcomes., • Create reporting rigor around brand and marketing KPIs., • Partner closely with executive leadership on strategic planning, forecasting, and growth opportunities. Brand & Product Marketing:, • Lead brand positioning, messaging architecture, portfolio strategy, and annual marketing calendar., • Using consumer, category, and retailer insights, partner with Founder/CEO and Product Development to shape the innovation pipeline and commercialize new product launches., • Lead the successful commercialization of a large portfolio of annual product launches., • Ensure every launch is supported by a fully integrated 360°ree; go-to-market strategy across retail, digital, social, PR, creators, education, and experiential. Ensure every launch delivers compelling storytelling, consumer education, retail excitement, and commercial success., • Build compelling product narratives that reinforce Danessa Myricks Beauty's reputation for artistry and innovation. Integrated Marketing Leadership: • Own the annual marketing strategy, budget, and investment priorities with clear accountability for business results, KPIs and ROI., • Build and execute a 360-degree marketing strategy with strong digital focus to drive revenue growth and brand awareness., • Develop and manage media planning and communications: comms strategies, objectives, target information, channel priorities, planning etc., • Build and lead, with direct reports, relationships with external partners, including creative agencies, PR firm, content partners and influencers, paid media agencies to maximize brand exposure and drive results across paid, owned, and earned investments., • Partner closely with internal Digital & Creative teams and agencies to execute paid marketing efforts, including social, search, content marketing, and retailer media., • Monitoring the effectiveness of marketing activities and refine concepts and strategies into innovating marketing activities that address business objectives., • Stay current on beauty industry marketing and social media news, constantly testing new ideas and platforms., • Build marketing plans that hero and support existing product franchises, in addition to new launches., • Lead execution of the marketing calendar across product launches, evergreen campaigns, influencer moments, and key brand milestones., • Partner closely with Product Development, Sales, Education, and Creative teams to deliver seamless omnichannel marketing execution. Founder-Led Brand Building:, • Partner closely with founder Danessa Myricks to amplify her voice, vision, artistry, and industry leadership., • Develop marketing programs that leverage founder credibility and authenticity to strengthen brand affinity. Retail & Omnichannel Marketing:, • Partner with Sales and Retail Marketing to drive productivity across retail partners., • Ensure consistent storytelling across retail and direct-to-consumer channels., • Support retail and international expansion through scalable omnichannel marketing programs., • Lead TikTok Shop and Amazon expansion strategy and execution. Marketing Operations & Team Leadership:, • Build, mentor, and inspire a collaborative marketing organization., • Oversee Marketing Operations to ensure effective planning, prioritization, resource management, and flawless execution., • Develop scalable processes, workflows, and operating rhythms that support rapid business growth., • Foster a culture of creativity, accountability, experimentation, and continuous learning., • Establish clear framework for setting goals, developing strategies, measuring and optimizing on all marketing efforts. Qualifications: • 15+ years of progressive marketing leadership experience within prestige beauty, luxury consumer products, or high-growth lifestyle brands., • Proven success building integrated marketing organizations that drive both brand equity and commercial performance., • Deep expertise across brand marketing, product marketing, social media, influencer strategy, PR, CRM, retail marketing, and e-commerce., • Demonstrated success launching innovative beauty products across omnichannel environments., • Comfortable operating in a high-innovation environment, leading the successful commercialization of a large portfolio of annual product launches through integrated go-to-market strategies that drive excitement, retail productivity, and consumer demand., • Experience scaling a brand across both DTC and retail channels., • Strong commercial acumen with ownership of marketing ROI, growth, and profitability., • Experience building and leading high-performing teams in entrepreneurial, fast-paced organizations., • Fluency with modern marketing tools and AI-driven workflows., • Excellent cross-functional communication and team leadership skills., • Experience managing robust portfolio and high-volume execution., • Experience working with founder-led beauty brands., • Experience partnering with Sephora or other prestige beauty retailers., • Experience scaling an independent beauty brand through rapid domestic and international growth., • Passion for beauty, artistry, creativity, and consumer innovation. You'll Thrive Here If:, • You're energized by building. This is a founder-led brand with real room to shape the brand — and that genuinely excites you., • You are low ego and a team player and not only recognize the power of teamwork but embrace what can be unlocked when teams work collaboratively., • You make things happen. You don't just plan or direct - execution is core to how you work., • You can take vision and ideas and turn them into thoughtful, breakthrough plans., • You're tuned into culture. Not just beauty — fashion, design, music, and the moments that move people. You understand why things resonate, not just what's trending., • You take ownership. You don't wait to be told what to do next — you anticipate, act, and make the work better by being in the room. EEO:Danessa Myricks Beauty actively creates a culture of inclusivity and believes diversity strengthens our creativity, innovation, and success. We are proud to be an Equal Opportunity Employer and are committed to fostering an environment where every employee feels valued, respected, and empowered. It is our policy to provide equal employment opportunities to all employees, applicants, contractors, and business partners. Employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, pregnancy, marital status, veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local law. Please note: This job description does not list all duties and responsibilities associated with the position. Employees may be asked by management to perform other job-related duties as business needs require. Danessa Myricks Beauty reserves the right to revise this job description at any time.

The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Compliance: • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"), • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate, • Communicates with client and Assurance any issues identified in tax accrual reviews, • Plans and reviews the tax process and the procedures to be performed to include:, • Budgeting and staffing, • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, • Timely billing including management of identified out-of-scope activity and communication to client, • Timely collection of A/R, • Manages client relationships/expectations in accordance with the project, • Provides advice to clients in a timely manner Research: • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis, • Applies most Firm and professional standards for preparation of WTA and tax returns, • Involves firm specialists, as appropriate ASC 740 (FAS 109 and FIN 48) Tax Accruals: • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48, • Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them, • Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740, • Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates, • Utilizes and manages STS, as needed Tax Consulting: • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes, • Considers the applicability of CTS and STS consulting specialties for each client, • Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client, • Serves as a technical resource, • Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA"),, • Provides effective assistance with exam support, • Frames projects and issues for effective delegation to seniors and associates Tax Specialization: • Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits, • May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development: • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits, • Reviews studies of tax implications and offers clients alternative courses of action, • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Supervisory Responsibilities: • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: • Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred, • Masters in Accountancy or Taxation, preferred Experience: • Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required, • Prior supervisory experience, required, • Industry expertise in one or more tax specialty, preferred License/Certifications: • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient with the Microsoft Office Suite, preferred, • Experience with tax research databases and tax compliance process software, preferred Language : • N/A Other Knowledge, Skills & Abilities: • Superior verbal and written communication skills, • Ability to effectively delegate work as needed, • Strong analytical, research and critical thinking skills as well as decision-making skills, • Capacity to work well in a team environment, • Capable of developing and managing a team of tax professionals, • Ability to compose written tax advice, • Capable of effectively developing and maintaining client relationships, • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $112,000 - $150,000 Colorado Range: $104,500 - $115,500 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $107,400 - $126,900 Washington DC Range: $120,000 - $140,000

The Tax Experienced Senior, Business Incentives Group is primarily responsible for executing project tasks to identify, document, and support on exam BIG tax credits and incentives. In this role, the Tax Experienced Senior, Business Incentives Group is charged with utilizing research skills and applying industry knowledge to understand the potential BIG tax credit issues and opportunities and to gather client information and documentation to identify qualified costs and expenses and calculate the BIG benefits efficiently and effectively. The role also may assist with business development and operational matters. Job Duties: Research • Identifies intermediate to complex situations when research is needed, providing an outline of the issue(s) and research to be conducted, • Analyzes researched facts and sources prior to composing a detailed report of the research findings, • Composes standard research memos in support of projects / transactions Tax Compliance • Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens, • Obtains required client information to utilize in the preparation of tax filings, • Identifies "gray areas" and communicates related risk potential for contingent tax liabilities, • Completes pro forma Forms 6765 and other related state forms, • Ensures all necessary approvals and documentation, including but not limited to budgets, work plans, executed tax engagement letters, are in place prior to engagement work commencing Tax Consulting • Develops, recommends, and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations, • Assists in the review and response to notices for federal and state agencies, • Documents all significant tax positions, as well as issues, findings, and deliverables in accordance with firm policies, • Identifies and calculates BIG benefits, including potential credits, deductions, and other federal and state opportunities, • Contributes to the development of new and improved ways to identify qualified costs and activities, • Identifies tax consulting opportunities and participates in the marketing of services to existing and prospective clients Tax Controversy • Supports representation of clients before tax authorities on contested issues Tax Related Software • Uses Caseware, GoSystems, tax research databases, and other tax-related software in the completion of assigned tasks Tax Specialization • Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits, • Calculates the federal BIG tax credit and applies BIG benefits of all states in his/her region, • Suggests ways to develop or improve tools, methodologies, policies, etc., to enhance the efficiency and effectiveness of BIG services, • Identifies other opportunities and issues other than those related only to BIG ASC740-10 • Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, • Recognizes, measures, and documents clients' financial benefits Strategy Development • Assists in the preparation of studies of tax implications to identify alternative courses of actions to benefits clients, • Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits, • Identifies and communicates possibilities for referrals while maintain awareness of the firm's tax specialists Other duties as required Supervisory Responsibilities: • Supervises and reviews the day-to-day work of BIG Associates and Interns on assigned engagements, • Ensures BIG Associates and Interns are trained on all relevant tax software, • Delivers periodic performance feedback and completes performance evaluations for BIG Associates and Interns, • Acts as mentor to BIG Associates and Interns Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required, • Degree in accounting, tax, or finance, preferred Experience: • Three (3) or more years of prior experience, required, • Prior experience performing services related to BIG tax credits preferred, • Prior experience supervising tax professionals on a project or engagement basis preferred License/Certifications: • CPA certification, preferred Software: • Proficient in the use of Microsoft Office, especially Excel and Word Language: • Fluent in verbal and written English Other Knowledge, Skills & Abilities: • Excellent verbal and written communication skills, • Superior analytical and research skills, • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Ability to successfully multi-task while working independently or within a group environment, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Ability to effectively manage a team of tax professionals and delegate work assignments as needed, • Ability to build and maintain strong relationships with client personnel, • Ability to successfully interact with professionals at all levels, • Ability to prepare simple tax returns, • Possesses a familiarity with all types of tax filing forms, • Intermediate knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services, • Intermediate knowledge of sources of relevant information utilized in tax filings, • Understanding and recognition of the economics of underlying transactions and book to tax differences in preparation of tax returns Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $74,550 - $147,000 Colorado Range: $74,550 - $147,000 Maryland Range: $74,550 - $147,000 NYC/Long Island/Westchester Range: $74,550 - $147,000 Washington DC Range: $74,550 - $147,000

As a Tax Senior, Partnerships, you will be responsible for utilizing basic research skills and applying your educational background to assist in advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the Tax Senior, Partnerships will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations. The Tax Senior, Partnerships is a critical member of the Partnerships team and will be exposed to marketing and business development activities of the group. In addition, the Tax Senior, Partnerships will be exposed to process improvement and team-building initiatives, maintaining client relationships, and will act as a source of guidance to staff. Job Duties: Tax Specialization: • Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation, • May be required to participate in organizing and conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year, • Trains and mentors interns and associates, • Trains interns and associates on how to use all current software tools, as needed Research: • Assists in identifying when research is needed; works with leadership to concisely frame issues to be researched and clearly and concisely reports the analysis, • Assists in identifying complex issues to be researched by engagement team and provides research methodology for efficient research process, • May train interns and associates on research skills and help to appropriately frame tax issues for analysis, • Involves firm specialists as appropriate Tax Consulting: • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes, • Applies the combination of tax knowledge and knowledge of business/industry to collaborate with leadership on recommending solutions, • Works with leadership to maximize client benefits, especially by decreasing client taxes, while managing risk, • Assists with the implementation of applicable Firm strategies, • Assists in managing client expectations, • Other duties as required Supervisory Responsibilities: • Participates in scheduling and managing workload of interns and associates, • May supervise day to day workload of interns on various projects, • May review work prepared by interns and associates and provide review comments Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred, • Master's in Accountancy or Taxation, preferred Experience: • Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required, • Specialized partnership experience, preferred, • Private equity experience, both fund and portfolio company levels, preferred License/Certifications: • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient with the Microsoft Office Suite, preferred, • Experience with tax research databases and tax compliance process software, preferred Other Knowledge, Skills & Abilities: • Excellent verbal and written communication skills, • Capable of effectively delegating work as needed, • Strong analytical and basic research, critical thinking and decision-making skills, • Ability to work well in a team environment, • Ability to effectively develop and maintain client relationships, • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Ability to successfully multi-task while working independently and within a group environment, • Ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels, • Ability to contribute to positive team environment on engagements and to the professional development of team personnel, • Professional presence and ability to act as primary contact on assigned engagements Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

The Assurance Senior, Third Party Attestation is responsible for the preparation of third-party attestation reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity and WebTrust for CAs, as well as HITRUST, SSPA, ISO, MRC and CSA STAR applying most areas of the governing standard as necessary and documenting, validating, testing, and assessing various control systems, including internal controls. TPA individuals specialize in these specific areas to understand the entire technology risk umbrella rather than maintaining overall knowledge in Information Technology General Control (ITGC) audit or IT audit. Control Environment: • Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:, • Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team, • Making constructive suggestions to improve client internal controls and accounting procedures, • Documenting and validating the operating effectiveness of the clients' internal control system, • Supervising and reviewing the work of staff, • Documenting business and IT processes and controls and tests key controls for service organizations in a variety of industries, • Identifying and prioritizing key risks and assesses their impact and likeliness of occurrence., • Communicating to the client areas to improve processes, strengthen controls, mitigate risks, and/or increase efficiency, • Developing and maintaining relationships with client personnel and management; and, • Ensuring technology is appropriately integrated into the examination process GAAS: • Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:, • Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals, • Applying auditing theory to various client situations, • Documenting working papers and attestation reports in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals, • Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence; and, • Contributing ideas and opinions to the engagement team Other: • Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:, • Planning and executing attestation examinations including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment, • Reading and reviewing clients' reports, ensuring accuracy and completeness, and also ensuring that all supporting information is documented in the workpapers and through appropriate testing, • Preparing required communications to the Client and the Audit Committee, as applicable, • Recognizing and applying new pronouncements to client situations, • Identifying, analyzing and discussing alternative principles with the Manager, Senior Manager and engagement partner and the client, as needed, • Identifying complex issues and brings them to the attention of superiors for resolution, • Coaching less experienced team members in new areas Methodology: • Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:, • Completing all appropriate documentation of BDO work papers; and, • Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: • Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:, • Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently, • Other duties as required Supervisory Responsibilities: • Provides verbal and written performance feedback to Associates on assigned engagement teams, • Supervises the work assignments of Associates on assigned engagement teams, • Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; focus in Accounting, Computer Science, Management Information Systems, Business Administration, Managerial Marketing and Entrepreneurship, Finance or Economics, preferred, • Master's degree in Accounting and minor or dual major in Information Systems or other relevant advanced degree, preferred Experience: • Two (2) or more years of experience in IT, internal or external audit, required, • One (1) or more year of supervisory experience, preferred, • Experience performing internal control reviews preferred, • Experience performing SOC, WebTrust, HITRUST, SOX, ISO 27001 and security/privacy advisory engagements, preferred License/Certifications: One (1) or more of the following certifications, preferred: • Certified Public Accountant (CPA), • Certified Information Systems Auditor (CISA), • Certified Information Systems Security Professional (CISSP), • ISO 27001 Lead Auditor certification, • HITRUST Certified Common Security Framework Professional (CCSFP), • Certified Internal Auditor (CIA), • Certified Information Security Manager (CISM), • Certified Ethical Hacker (C | EH), • Certified in Risk and Information Systems Control (CRISC), • Certified in the Governance of Enterprise IT (CGEIT) Software: • Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required, • Experience with various applications (e.g., ERP systems), operating systems (e.g., UNIX, Windows); and databases (e.g., Oracle, SQL), preferred, • Exposure to cloud platforms, SaaS applications, security and engineering tools, and other industry software, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Basic understanding and experience planning and coordinating the stages to perform technology-focused audits and assessments, • Knowledge of internal controls and professional standards and regulations (SOC, ISO, WebTrust, HITRUST, Sarbanes-Oxley, etc)., • Knowledge of data analytics and emerging technologies desired, • Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate and interact with professionals at all levels both within the client organization and the firm, • Ability to successfully multi-task while working independently and within a group environment, • Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions, • Capable of working in a demanding, deadline driven environment with a focus on details and accuracy, • Solid project management skills, • Ability to travel as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $125,000 Colorado Range: $78,000 - $85,000 Illinois Range: $79,000 - $90,000 Massachusetts Range: $85,000 - $95,000 NYC/Long Island/Westchester Range: $85,000 - $95,000

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan. Job Duties: • Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:, • Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where available, • Identifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their office, • Develops the office level or industry business plan in alignment with the Firm's strategy, • Collaborates with principals on all Business Development plans and activities, • Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan, • Sends business development plan, goals and progress report to direct supervisor, • Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan, • Monitors and reports on the results of all lead generation programs for assigned office/industry, • Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes, • Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries, • Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support, • Understands how to work with BDO's sales channels for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise, • Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly, • Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities, • Develops and executes "go to market" strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success, • Contributes business development thought leadership, tools and resources to the broader national Business Development Services community, • Facilitates annual principal's Business Development meeting, • Promotes use of CRM as an integral part of the Business Development process by setting an example as a proficient user, • Implements and maintains industry group programs as defined for the market, • Participates in key account management programs as defined by the office Business Development plan, • Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system, • Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS, • Achieves Annual Revenue goals, • Other duties as required Supervisory Responsibilities: • Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD plan, • Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis, • Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS, • Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders, • Serves as a coach/mentor, supporting the career development of BD support professionals in the local office Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR, • Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required Experience: • Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required, • Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred Software: • Proficient in the use of Microsoft Office Suite, required, • Experience with client relationship management (CRM), required, • Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities: • Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development, • Ability to understand compensation incentive plans and strive to achieve revenue goals, • Able to understands Business Development (BD) metrics and strive to achieve them, • Ability to thoughtfully and positively influence, lead, and manage change, • Capable of leading and managing a local team of people to accomplish desired results, • Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition, • Knowledge of contact management software including updating, maintenance and list generation, • Excellent project management skills, • Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously, • Excellent verbal and written communication as well as presentation skills, • Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000

Discover a career that empowers you at HUB International. We believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for a Senior New Business Development to join our Personal Lines team in our New York (NY), Melville (NY), Berkeley Heights (NJ), Wall (NJ), Fairfield (CT), Blue Bell (PA) offices on a Hybrid work schedule. In this position, you will develop marketing and target strategies to identify high net worth personal lines clients in conjunction with leading private client advisors in the Northeast Region. You will work with new and existing centers of influence to build trust and provide strategic advice for their personal insurance and risk management needs. New Business Placement • Receive new client opportunities; initiate and complete quoting process, • Conduct thorough coverage analysis to identify client exposures and recommend appropriate coverage structures, • Prepare and submit applications to carriers, ensuring accuracy and completeness, • Negotiate favorable terms, conditions, and pricing with carrier underwriters, • Develop and present coverage recommendations and options to clients in collaboration with Risk Advisors, • Bind coverage upon client approval and ensure timely policy issuance, • Manage multiple new business submissions simultaneously in a deadline-driven environment Client Onboarding • Execute comprehensive onboarding process for new clients, ensuring all documentation is complete, • Coordinate welcome communications and introduction to ongoing service team, • Ensure accurate and complete data entry into agency management systems, • Prepare comprehensive transition documentation for handoff to Account Executives, • Conduct warm handoff meetings to ensure seamless client transition to service team Carrier and Internal Relationships • Maintain strong working relationships with carrier underwriters at target markets, • Stay current on carrier appetites, guidelines, and underwriting requirements, • Collaborate closely with Risk Advisors to understand client needs and ensure appropriate coverage placement, • Partner with Account Executives to ensure smooth transitions and ongoing client satisfaction, • Participate in team meetings and contribute to process improvement initiatives, • Minimum 5 years of personal lines experience in a similar role with an insurance agency or brokerage working with national carriers, • A valid Property & Casualty insurance broker's license, • Bachelor's degree preferred, • Proven experience with new business placement through carriers such as Chubb, AIG, PURE, and Travelers, • Experience with PL Rater and/or agency management systems such as EPIC or TAM, • Self-driven, results-oriented professional with a passion for sales, relationship building, and business development, • Exceptional business acumen with the ability to grasp broad strategic concepts and tactical operational considerations, • Excellent written and verbal communication skills with the ability to deliver polished sales presentations, both prepared and impromptu, • Strong organizational and time management skills with a proven ability to manage multiple priorities in a deadline-driven environment, • Persuasive and engaging communicator who is empathetic, diplomatic, and follows through on commitments, • Independent thinker capable of making sound decisions, while also collaborating effectively within a team At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence. Benefits you may enjoy as part of the HUB International team: • Medical, Dental, Vision, and Prescription Drug Coverage, • Health Plan Reimbursement Program, • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs), • 401(k) Savings Plan, • Life and Disability Plans, • Long-Term Care, • Employee Assistance Program (EAP), • Comprehensive Wellness Program, • Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance, • Low-Cost Loan Program and Student Loan Resources, • Vacation, Holiday, Sick, and Personal Time Off, • Flexible Work Arrangements, • Dress for Your Day Policy, • Comprehensive Onboarding and Continuing Education Ready to take the next step? Apply today. The expected salary range for this position is $90,000 to $100,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. Job Duties: Control Environment: • Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures, • Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls, • Validates and assesses effectiveness of internal control over financial reporting, • Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures, • Identify and delegates functions of the audit to the auditor in charge as deemed appropriate, • Supervises the work of audit team and review workpapers and conclusions preferably onsite during audit field work, • Provide on-the-job-training to the engagement staff during audit field work GAAP: • Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles, • Identifies and consults with clients on the impact of new accounting pronouncements, • Monitors and communicates important professional, industry pronouncements, • Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives, • Drafts complex financial statements and related footnote disclosures and effectively communicates these to client, • Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: • Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles, • Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed, • Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines, • Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines, • Ensures compliance with engagement independence requirements and consults internally as needed GAAS: • Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement, • Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work, • Provides guidance to others and affirms conclusions made by others, • Communicates matters required to be reported to the Audit Committee/Board and those charged with governance, • Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: • Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products, • Conducts detailed review to assure audit is completed in accordance with assurance manual standards, • Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness, • Recommends appropriate outcomes to critical issues, • Initiates and prepares client acceptance/retention procedures where appropriate, • Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines., • Executes proper BDO methodology including but not limited to proper archiving procedures, • Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: • Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information, • Defines methodology to conduct research projects and completes in a timely manner, • Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research, • Prepares memo supporting research/conclusions and consults with others if appropriate, • Presents issues to RTD or concurring reviewer effectively and accurately, • Other duties as required Supervisory Responsibilities: • Responsible for supervision of Associates and Senior Associates on all projects, • Review work prepared by Associates and Senior Associates and provide review comments, • Act as a Career Advisor to Associates and Senior Associates, • Schedule and manage workload of Associates and Senior Associates, • Provide verbal and written performance feedback to Associates and Senior Associates, • Teach/coach Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred, • Master's degree in Accountancy, preferred Experience: • Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required, • Prior significant supervisory experience, required, • Industry expertise in one or more assurance specialty, preferred License/Certifications: • Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required, • If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: • Proficient with the Microsoft Office Suite, preferred, • Experience with assurance applications and research tools, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Sound GAAP and GAAS knowledge, • Familiarity with SEC and PCAOB reporting rules, • Possess proven solid verbal and written communication skills, • Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting, • Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients, • Possess client development/relationship-building skills, • Possess solid decision-making skills, • Ability to resolve complex accounting issues, • Ability to be responsible for business development and marketing, • Ability to be responsible for engagement profitability including billings and collections Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $120,000 - $140,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $120,000 - $135,000 Minnesota Range: $95,000 - $110,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester

The Management Consulting Senior Manager will support LEAN Transformation in both Private Equity and Corporate Clients with emphasis on EBIDTA enhancement. The expectation is to deliver high value solutions to multiple clients in the areas of: Operational Value Creation, Technology Enablement, Pre/Post Deal Support. In this role, the Senior Manager is charged with leading teams of professionals through all potential project stages of diagnostic, planning, solution design and solution delivery to include managing engagement economics, accurate status reporting, quality control and legal risks to the Firm. The Senior Manager is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies. This position will require a combination of on-site work, office collaboration and work from home based on client needs and business development responsibilities. This role works a sporadic and fluctuating schedule. Job Duties: Acts as a Project Leader or assistant Project Leader responsible for planning and overseeing projects and applying knowledge of BDO standards to ensure effective and efficient delivery of quality services, including: on operational due diligence projects: synergy or deal value driver analysis, and operational risk identification on integration projects: integration strategy definition, and integration planning and execution on carve-out projects: stand-alone cost analysis, carve-out strategy definition, carve-out planning and execution, and Transition Services Agreement (TSA) definition on PE-related projects: 100-day and value creation planning and execution Acts as a contact for the client and target company personnel for the duration of the project Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the transaction Assists project leaders manage the relationship and information flow between BDO, the client, and the target company Identifies and understands business development opportunities through industry and networking relationships and works with leaders to pursue such opportunities Assists with the development of proposal documents, and conducting presentations in pursuit of acquiring new clients Partners with peers in other business lines to identify and promote the services of the operational value creation team to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines Other duties as required Supervisory Responsibilities: Schedules and supervises the tasks and project assignments of Senior Associates and Analysts Reviews work product, and provides review comments and edits, as necessary Partners with leaders within the OVC segment to provide verbal and written performance feedback throughout the fiscal year and as part of the annual performance review process Supports a collaborative and team-oriented environment, while encouraging strong results and quality work Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree in Supply Chain Management, Operations Analysis, or Engineering, required MBA, preferred Experience: Eight (8) or more years of related work experience in company roles that included continuous improvement, required Three (3) or more years in a comparable consulting practice, preferred Proven track record with meeting and/or exceeding business development targets, required Capable of independently generating demand Experience selling internally to build relationships within the firm that are then used to generate demand with existing clients Experience with selling to both external clients and internal stakeholders Possess existing external client relationships and history of strong sales Multiple instances of client project delivery experience in three (3) or more of these areas, required: Supply Chain Strategy & Transformation LEAN Design and Implementation Six Sigma Implementation Theory of Constraints Supply Chain Operations Supply Chain Analytics & Visibility Experience in client marketing and successfully managing multiple client pursuits and proposal efforts, preferred Experience with project management, change management, stakeholder management, gap analysis, process design, workflow analysis, organization design and development, lean concepts, documentation and testing of new business capabilities and tools, business cases and identification and reporting of opportunities, preferred License/Certifications: Certifications relevant to the supply chain space and/or continuous improvement space, such as APICS, CSCMP, Registered Professional Engineer, LEAN or LEAN Master or others, preferred Six Sigma certifications (e.g. Green, Black, or Master Black Belt), preferred Software: Proficient in the use of Microsoft Office Suite, including Excel, Word, Power Point, required Familiarity with various supply chain IT solutions preferred (Warehouse Management Systems, Source to Pay Systems, Network optimization tools, Planning and Forecasting tools), preferred Proficiency MS Visio, Minitab (or equivalent) for Process Analysis, preferred Other Knowledge, Skills & Abilities: Superior verbal and written communication skills, specifically business / report writing Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to collaborate with principals and managers within other service lines and industries, as well as Advisory leaders Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Solid grasp of general IT solution development and control concepts (leading practices) Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients Capable of resolving complex business issues and proactive problem solving Capacity to build and maintain strong relationships with internal and client personnel Ability to travel 30% - 50% on average, as needed Keywords: LEAN, Six Sigma, Toyota Production System, Agile, Design for Six Sigma, Supply Chain, Demand Flow Technology, Theory of Constraints, Management Consulting, Change Management, Supply Chain Operations, Merger and Acquisitions, Operations, Strategic Sourcing, Warehouse Management Systems, Network Optimization, Planning, Forecast, Inventory Management Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $70.00/hr - $115.00/hr Maryland Range: $70.00/hr - $115.00/hr NYC/Long Island/Westchester Range: $70.00/hr - $115.00/hr

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan. Job Duties: • Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:, • Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where available, • Identifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their office, • Develops the office level or industry business plan in alignment with the Firm's strategy, • Collaborates with principals on all Business Development plans and activities, • Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan, • Sends business development plan, goals and progress report to direct supervisor, • Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan, • Monitors and reports on the results of all lead generation programs for assigned office/industry, • Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes, • Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries, • Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support, • Understands how to work with BDO's sales channels for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise, • Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly, • Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities, • Develops and executes "go to market" strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success, • Contributes business development thought leadership, tools and resources to the broader national Business Development Services community, • Facilitates annual principal's Business Development meeting, • Promotes use of CRM as an integral part of the Business Development process by setting an example as a proficient user, • Implements and maintains industry group programs as defined for the market, • Participates in key account management programs as defined by the office Business Development plan, • Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system, • Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS, • Achieves Annual Revenue goals, • Other duties as required Supervisory Responsibilities: • Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD plan, • Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis, • Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS, • Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders, • Serves as a coach/mentor, supporting the career development of BD support professionals in the local office Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR, • Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required Experience: • Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required, • Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred Software: • Proficient in the use of Microsoft Office Suite, required, • Experience with client relationship management (CRM), required, • Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities: • Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development, • Ability to understand compensation incentive plans and strive to achieve revenue goals, • Able to understands Business Development (BD) metrics and strive to achieve them, • Ability to thoughtfully and positively influence, lead, and manage change, • Capable of leading and managing a local team of people to accomplish desired results, • Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition, • Knowledge of contact management software including updating, maintenance and list generation, • Excellent project management skills, • Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously, • Excellent verbal and written communication as well as presentation skills, • Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Producer Patriot Growth Insurance Services | Uniondale, NY | On-Site | Full-TimeWhy This Role Matters As a Producer you will drive growth by helping businesses identify, understand, and manage risk through customized property and casualty insurance solutions. This role combines business development, consultative sales, and relationship management, creating opportunities to build a strong book of business while serving as a trusted advisor to commercial clients. You will work closely with business owners, carrier partners, underwriters, and internal teams to deliver comprehensive insurance solutions that align with client goals. In addition to developing commercial insurance opportunities, you will help expand client relationships by collaborating across divisions and identifying opportunities for additional services that support long-term client success. How You'll Make an Impact • Develop and cultivate new commercial insurance opportunities through networking, referrals, prospecting, and strategic business development efforts., • Expand the agency's book of business by identifying client needs and delivering customized property and casualty insurance solutions., • Build strong client relationships and identify opportunities to cross-sell additional insurance and financial service offerings., • Partner with carriers and underwriters to negotiate competitive coverage options, favorable terms, and strategic solutions for clients., • Execute consultative sales presentations, prepare new business quotations, and guide clients through the insurance decision-making process., • Collaborate with Benefits and 401(k) teams to identify and pursue opportunities that create additional value for clients., • Utilize marketing tools and outreach campaigns to generate leads, strengthen market presence, and support revenue growth., • Monitor sales performance, pipeline activity, and business results to continuously improve sales effectiveness and client outcomes.Who You Are, • You are a relationship-driven sales professional who enjoys helping businesses navigate complex insurance decisions., • You take a consultative approach and focus on understanding client challenges before recommending solutions., • You are self-motivated, competitive, and energized by developing new business opportunities., • You communicate confidently and professionally with clients, carrier partners, and internal stakeholders., • You are highly organized and able to manage multiple priorities while maintaining strong attention to detail., • You enjoy collaborating across teams to deliver comprehensive solutions and exceptional client service., • You stay informed on market trends, regulatory developments, and emerging insurance solutions that create value for clients., • You maintain professionalism, integrity, and confidentiality in all client and business interactions.What You BringDay One:, • High school diploma or GED, • Minimum of 3 years of experience in a sales or account management role, • Active Property & Casualty Insurance License, • Strong understanding of commercial and personal lines insurance products, coverages, and underwriting principles, • Proven ability to analyze client needs and recommend appropriate insurance solutions, • Excellent verbal and written communication skills, • Experience building and maintaining strong client relationships, • Strong business acumen with the ability to understand financial metrics, market dynamics, and competitive landscapes, • Proficiency with CRM systems, Microsoft Office Suite, and related business applications, • Strong organizational, project management, critical thinking, and problem-solving skills, • Commitment to maintaining confidentiality and professional ethical standards, • Authorization to work in the United States without sponsorshipValuable Additions:, • Previous experience working within a commercial lines insurance agency, • Associate or Bachelor's Degree in Business Administration, Finance, or a related field, • Virginia Life & Health Insurance License, • Demonstrated success developing and executing growth-focused sales strategies, • Experience mentoring team members or sharing industry expertise, • Established relationships within the Virginia business community, • Experience leveraging marketing campaigns, referral networks, and strategic partnerships to drive business growthReal Benefits for Real Life At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include:, • Multiple medical plan options, with preventive care covered at 100%, • Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions, • Employer-paid short-term and long-term disability coverage, • Paid parental leave, • Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave, • Competitive 401(k) company match to help you build your financial future, • Comprehensive dental and vision coverage, • Employee Assistance Program with confidential mental health, legal, financial, and work-life supportAbout Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com. Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range $75,000—$75,000 USD

Job Description Overview: Schacker Real Estate Corp is seeking self-motivated, outgoing individuals with strong people and problem solving skills to join their Melville-based commercial real estate brokerage firm as commission-based real estate salespeople and associate brokers. Responsibilities: Actively prospect for new clients through in-person outreach in industrial parks, cold-calling, and networking to identify businesses looking to buy, sell, or lease industrial properties. Identify suitable on-market and off-market properties and secure tours with well-qualified, motivated buyers and tenants. Elicit oral and prepare written purchase offers and lease proposals, and negotiate the business terms to form the foundation for sale contracts and leases. Review leases and contracts to ensure the agreed-upon business terms are accurately reflected. Collaborate with industry professionals— such as attorneys, lenders, engineers, and contractors—to ensure smooth and successful transactions for your clients. Qualifications: Outstanding communication skills Have - or are willing and eager to develop - deep expertise in industrial real estate as well as construction, legal, and tax considerations that impact transactions. Exceptional time management and organization so you can continuously acquire and manage multiple listings and numerous customers seeking space A tenacious and results-driven mindset—able to prospect, build relationships, and guide clients through the transaction process with confidence Sales experience is preferred Fluency in a foreign language, especially Mandarin or Spanish, is a plus. A New York State Real Estate Salesperson or Associate Broker License is required prior to joining Schacker Realty. Why Schacker Realty? At Schacker Realty, your success is our mission. We provide the tools, training, and support to help you excel in commercial real estate—whether you’re launching your career or looking to take it to the next level. ✅ For New & Aspiring Agents: Gain hands-on training from NYS Licensed Real Estate Instructors, access state-of-the-art systems, and learn from some of the best in the industry. Our structured support and collaborative environment help set you up for early success. ✅ For Experienced Brokers: Maximize your productivity with our cutting-edge technology, superior market data, in-house marketing and research teams, and a platform designed to help you grow your business. ✅ Entrepreneurial Culture in an Ideal Location: We’re an innovative firm that values new ideas and empowers our team to succeed. Our Class A office offers top-tier amenities and the ideal location for serving both Nassau and Suffolk counties. At Schacker, we foster a friendly, supportive, and diverse workplace where your potential is limitless. Are you ready to grow with us? Please send your resume to careers@schackerrealty.com. Thank you. \nCompany Description Since 1962, companies and property owners have turned to Schacker Realty to fulfill their Long Island industrial and commercial real estate needs. Schacker’s expertise is in the industrial, office and retail sectors of the market. Our objective is to earn our clients' trust and respect by exceeding their expectations, and in doing so, build a long term mutually beneficial relationship. Over the past six decades, Schacker has completed more than 100 million square feet of commercial property transactions, representing a diverse client base of buyers, sellers, landlords and tenants. This extensive client base includes many Fortune 500 corporations and countless family-owned businesses that form the backbone of Long Island’s economy. We have built our reputation by handling our loyal clients’ businesses the same way we would the businesses of our own friends and family. Schacker has superior technological capabilities to better serve our clients by saving them time and providing more complete and faster access to information and the contacts they require to make decisions and transact business. We constantly innovate our systems and databases to transform and enhance the way our agents and clients evaluate and complete real estate transactions. Since 1962, companies and property owners have turned to Schacker Realty to fulfill their Long Island industrial and commercial real estate needs. Schacker’s expertise is in the industrial, office and retail sectors of the market. Our objective is to earn our clients' trust and respect by exceeding their expectations, and in doing so, build a long term mutually beneficial relationship.\r\n\r\nOver the past six decades, Schacker has completed more than 100 million square feet of commercial property transactions, representing a diverse client base of buyers, sellers, landlords and tenants. This extensive client base includes many Fortune 500 corporations and countless family-owned businesses that form the backbone of Long Island’s economy. We have built our reputation by handling our loyal clients’ businesses the same way we would the businesses of our own friends and family.\r\n\r\nSchacker has superior technological capabilities to better serve our clients by saving them time and providing more complete and faster access to information and the contacts they require to make decisions and transact business. We constantly innovate our systems and databases to transform and enhance the way our agents and clients evaluate and complete real estate transactions.

Entry Level PositionPlease Note: we will fully train the right candidate for this role, as it is an Entry Level position.We are a renowned marketing firm utilizing personalized and sustainable advertising strategies to provide exposure for our clients' products and services.Our exponential growth is

Our interactive marketing firm is seeking a team of energetic individuals to execute direct marketing strategies for our clients. Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing, Entry Level, Sales, Promotions, Retail, Hospitality, Training, Leadership Devel

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. We are currently seeking a Tax Supervisor to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget, • Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed, • Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process, • Preparing tax returns for more complex individual, trust, and flow through entities, • Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters, • Responding to inquiries from the IRS and other tax authorities, • Meeting or exceeding chargeable hour targets, • Punctually entering time and expenses to support efficient billing processes, • Maintaining appropriate compliance with all Firm policies and procedures, • Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions, • Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities, • Representing and actively promoting the Firm, • Traveling to client meetings occasionally Qualifications: • Bachelor's degree in Accounting; Master's degree in taxation or equivalent preferred, • Minimum of 4+ years of progressive tax preparation, • CPA license preferred, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to manage staff on multiple engagements, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. New York ranges are from $90,000 - $130,000. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Job DescriptionDescription: GenServe, LLC is the nation’s leading independent provider of scheduled and emergency power generator maintenance, repair, and sales in the United States, serving primarily commercial customers in various industries. The company’s plan is to continue to accelerate its already rapid growth through further investments in organic sales growth and acquisitions. The Company’s complete and extensive service platform positions it as a one-stop shop for all commercial generator maintenance needs. Established in 1990, the Company has the largest team of Electrical Generating Systems Association (EGSA) certified technicians in the Northeast and an expanding footprint in other regions. GenServe is headquartered in Plainview, NY, with branch offices in New Jersey, Pennsylvania, Illinois, Florida, Texas, and California and is accelerating its growth into new territories across North America. In August 2024, the Company was acquired by private equity firm Aurora Capital Partners. Key Responsibilities: Renewals Specialist • Manage a portfolio of commercial service agreements beginning approximately 180 days prior to contract expiration through successful renewal., • Develop and execute account-specific renewal strategies focused on customer retention, contract profitability, and long-term account growth., • Maintain a proactive renewal pipeline and ensure timely delivery of renewal proposals., • Identify accounts at risk of non-renewal and implement action plans to improve retention outcomes., • Conduct renewal discussions and negotiations while maintaining pricing and profitability objectives.Contract Analysis & Risk Assessment, • Analyze renewal probability by evaluating:, • Service history and issue resolution, • Contract profitability, • Pricing competitiveness, • Assess contract performance and identify opportunities to improve profitability while maintaining customer value.Pricing Strategy & Proposal Development, • Develop renewal pricing recommendations aligned with business objectives and market conditions., • Evaluate labor, material, and operational cost changes impacting contract profitability., • Prepare professional renewal proposals that clearly communicate service value and customer benefits., • Support pricing adjustments and contract modifications while maintaining margin expectations.Customer Engagement & Relationship Management, • Execute a structured customer touchpoint strategy throughout the agreement lifecycle., • Build and maintain strong customer relationships through proactive communication., • Conduct renewal discussions and negotiations using value-based selling principles., • Address customer concerns and coordinate internal resources to strengthen customer satisfaction and retention.Cross-Functional Collaboration, • Partner with Service Operations, Sales, Accounting, Customer Support, and Finance teams to:, • Resolve customer issues impacting satisfaction and retention., • Assess contract profitability and develop pricing recommendations., • Ensure customer concerns are addressed prior to renewal discussions., • Provide customer and market feedback to internal stakeholders to support continuous improvement initiatives.Account Growth & Expansion, • Identify opportunities to expand customer service portfolios and increase account value., • Generate incremental revenue through upselling and cross-selling opportunities within existing accounts., • Generate qualified leads and referrals for Account Managers when larger sales opportunities are identified.CRM, Forecasting & Reporting, • Maintain accurate customer records, renewal opportunities, forecasts, and account activity within CRM systems., • Track and document all customer interactions and renewal-related activities., • Provide accurate forecasting of renewal probabilities, contract value, and expected revenue., • Monitor and report on retention, pricing, profitability, and account growth metrics.Requirements: Preferred Qualifications • Associate’s or Bachelor’s degree in Business, Marketing, Communications, or a related field preferred; equivalent professional experience will be considered., • 3 - 5 years of experience in customer service, account management, contract renewals, inside sales, customer success, or a related customer-facing role., • Experience managing service agreements, maintenance contracts, or subscription-based renewals., • Strong communication and relationship-building skills with the ability to engage customers effectively through phone and email., • Ability to manage a high-volume workload while maintaining accuracy, attention to detail, and strong organizational standards., • Customer-focused mindset with strong problem-solving skills and the ability to identify renewal, retention, and upsell opportunities., • Proficiency with CRM and Microsoft Office applications; experience with Salesforce, Sage, or similar platforms is a plus., • Knowledge of contract lifecycle management, pricing, quoting, and customer retention strategies., • Experience in the generator, power systems, industrial equipment, HVAC, facilities maintenance, or related service industries preferred., • Proven ability to meet renewal, retention, or sales performance goals in a fast-paced environment., • Self-motivated, goal-oriented, and capable of independently prioritizing multiple responsibilities and deadlines. Core Competencies • Contract Negotiation, • Financial & Profitability Analysis, • Pricing Strategy, • Value-Based Selling, • Relationship Management, • Forecasting & Pipeline Management, • Problem Solving, • Cross-Functional Collaboration

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Local office interaction with other support members, Financial Advisors and Management Skills/Requirements • FINRA Registrations: Series 7 and 63/65 (or 66) required, • 3+ years’ experience working as a sales assistant/RCSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Demonstrate the ability to handle multiple tasks to completion with little or no supervision Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.