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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 A nationally recognized brand-driven operating company is seeking an Associate General Counsel to support commercial agreements, operational initiatives, compliance matters, and strategic business activities across a growing multi-channel business. This role will partner closely with executive leadership and cross-functional teams across operations, sales, finance, marketing, sourcing, and product development. The ideal candidate is practical, business-minded, and excited by the opportunity to operate as a true strategic partner within a collaborative and fast-moving environment. Associate General Counsel Responsibilities: • Manage the full lifecycle of commercial agreements including drafting, review, negotiation, execution, organization, and ongoing administration, • Support a wide range of agreements including vendor contracts, retailer agreements, distribution agreements, marketing partnerships, licensing agreements, service agreements, and operational contracts, • Partner closely with leadership and internal stakeholders to provide practical legal guidance on commercial, operational, and business matters, • Support legal review tied to product launches, sourcing initiatives, packaging, marketing, promotional activities, and retail partnerships, • Coordinate with outside counsel on commercial, employment, compliance, intellectual property, insurance, and corporate matters as needed, • Assist with development and improvement of internal legal processes, contract management procedures, and documentation standards, • Support internal governance initiatives, risk management activities, and evolving compliance requirements across the organization, • Monitor agreement obligations, renewals, reporting requirements, and key contractual timelines, • Partner cross-functionally with finance, operations, supply chain, and commercial teams to support business initiatives and operational growth, • Maintain organized legal records, documentation systems, and contract management files across multiple business functions, • Help streamline workflows and improve efficiency across legal and operational processes Associate General Counsel Qualifications • J.D. required, • 5-10+ years of legal experience within an in-house legal department, law firm, or combination of both, • Experience supporting consumer products, retail, e-commerce, wholesale, manufacturing, licensing, or other product-driven business environments strongly preferred, • Strong experience drafting, reviewing, negotiating, and managing commercial agreements independently, • Experience partnering cross-functionally with business stakeholders in a fast-paced operational environment, • Ability to balance legal guidance with practical business decision-making, • Strong organizational, communication, and project management skills with the ability to manage multiple priorities simultaneously, • Comfortable operating independently while supporting a collaborative and team-oriented environment, • Experience with contract management systems, legal operations tools, or workflow platforms preferred, • Intellectual property, licensing, retail, or marketing agreement exposure is a plus

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • General corporate transactional matters The firm offers a hybrid schedule with two remote days per week. Key Responsibilities • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment, • Bar admission in good standing in the applicable jurisdiction requiredCompensation Base salary range: $185,000 – $245,000 Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused, • Interested in broadening into adjacent PE, M&A, and finance workWhy This Opportunity This is an outstanding opportunity for an associate seeking to build a high-end private funds and investment management practice within a collaborative platform that also offers exposure to family offices, PE, VC, and strategic transactions. The broad office flexibility and hybrid structure make this especially attractive for laterals seeking both sophistication and long-term lifestyle sustainability.

Job DescriptionBeware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email address ending in @RoseNYC.com. We will never request payment, financial information, or sensitive personal documentation during the application process, and we will never extend a job offer without first conducting a formal in-person interview. If you receive a message that appears suspicious or does not originate from this domain, please mark it as spam or phishing and report it to us directly at recruiting@rosenyc.com. Overview Rose Associates is a recognized market leader in multifamily and mixed-use real estate. Based in New York City, we own, develop and operate leading properties in urban markets from Philadelphia to Boston and across all residential asset classes, including market, regulated, workforce and affordable housing. Our dynamic services platform spans development, construction, property and asset management, leasing, marketing and accounting/financial operations. We partner with private owners and institutional investors globally to develop and operate some of the most iconic assets in our markets. We rely on technology and the deep expertise of our team to consistently outperform the market in the operation of more than 30,000 units across some 250 properties in the most challenging housing markets in the country. For the past three years, Rose has been the top-rated manager for resident satisfaction in the United States on the Kingsley Surveys platform (peer group of firms with 10-30,000 units being surveyed). Established in 1925, Rose Associates possesses a century of real estate expertise and an impeccable reputation for excellence and integrity. Today a woman-owned business led by CEO Amy Rose, we are committed to a corporate culture of belonging and inclusion that is widely admired in the industry. As we expand across the Northeast, Rose is providing opportunity for our team members to grow their careers in an environment of respect and support. Join us on the forefront of innovation and growth – Rose Associates is where excitement meets opportunity! We're on the lookout for a visionary leader to join our dynamic team as Associate Director of Multifamily Operations. In this pivotal role, you'll spearhead the operational excellence for select properties within our multifamily portfolio, actively contributing to strategic planning and guaranteeing the overall success of our residential communities. If you're ready to make a significant impact and lead with innovation, we invite you to apply to be part of our exciting journey! Essential Job Functions • Collaborate with property managers to optimize daily operations, implement financial strategies, and monitor budgets, including analyzing monthly financial performance, rent variations, and staying informed about market intelligence., • Prepare owner reporting packages, incorporating budgets, business plans and monthly owner reports., • Deliver effective leadership and mentorship to ensure high performance and foster a collaborative work environment among property management teams., • Provide comprehensive asset management support, overseeing acquisitions and dispositions, and communicate relevant information and key issues effectively to ownership., • Contribute to the development and execution of strategic plans, addressing escalated resident concerns, and identifying growth opportunities for enhanced satisfaction., • Collaborate with the marketing team to ensure accuracy and adjust marketing plans as necessary., • Review leasing, occupancy activity, and approve resident retention and renewal programs to meet budget/proforma expectations., • Collaborate across departments to efficiently achieve property goals., • Ensure strict compliance with legislation, regulations, and safety standards., • Proactively manage assigned communities, conducting frequent site visits and inspections to ensure property upkeep and compliance, preserving their integrity., • Uphold compliance with company policies, government regulations and Fair Housing., • Review and inspect all Capital Replacement Plans., • Manage recruitment and retention of site employees, ensuring training milestones and requirements are met., • Must be present on-site and be able to move throughout the buildings to address community-related matters, including exceptional communication skills to meet with tenants, staff, vendors and visitors., • Ability to travel between the main office and site locations within the portfolio and be able to ascend and descend stairs, including comfortability with exposure to varying environmental climates and circumstances., • Position may be required to perform duties outside their normal responsibilities as needed. Qualifications • Bachelor's degree in a relevant field or equivalent experience., • 10 years of residential property management experience, including a minimum of 7 years in a senior management position., • Proficiency in navigating computers and community management software, to include, • Microsoft Office include iLuvLeasing, On-Site, and Yardi., • Demonstrated ability to supervise staff, manage operational matters, and solve problems., • Excellent organizational, time management, and communication skills., • Strong technical knowledge of building operations and maintenance., • Understanding of marketing trends, budgeting, and reporting, including strong financial skills with knowledge of GAAP., • Work authorization (required)In addition to base compensation, full benefits packages and significant incentive pay are available. Annual salary range: $120,000 - $140,000 Powered by JazzHR 1zq5po6WXU

Job Description Beware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email address ending in @RoseNYC.com. We will never request payment, financial information, or sensitive personal documentation during the application process, and we will never extend a job offer without first conducting a formal in-person interview. If you receive a message that appears suspicious or does not originate from this domain, please mark it as spam or phishing and report it to us directly at recruiting@rosenyc.com. Overview Rose Associates is a recognized market leader in multifamily and mixed-use real estate. Based in New York City, we own, develop and operate leading properties in urban markets from Philadelphia to Boston and across all residential asset classes, including market, regulated, workforce and affordable housing. Our dynamic services platform spans development, construction, property and asset management, leasing, marketing and accounting/financial operations. We partner with private owners and institutional investors globally to develop and operate some of the most iconic assets in our markets. We rely on technology and the deep expertise of our team to consistently outperform the market in the operation of more than 30,000 units across some 250 properties in the most challenging housing markets in the country. For the past three years, Rose has been the top-rated manager for resident satisfaction in the United States on the Kingsley Surveys platform (peer group of firms with 10-30,000 units being surveyed). Established in 1925, Rose Associates possesses a century of real estate expertise and an impeccable reputation for excellence and integrity. Today a woman-owned business led by CEO Amy Rose, we are committed to a corporate culture of belonging and inclusion that is widely admired in the industry. As we expand across the Northeast, Rose is providing opportunity for our team members to grow their careers in an environment of respect and support. Join us on the forefront of innovation and growth – Rose Associates is where excitement meets opportunity! We are searching for a vibrant and experienced Maintenance Manager to oversee daily operations in our residential rental community. Your responsibilities will include managing the building services team, ensuring staff performance, and maintaining resident satisfaction and financial success. We're on the lookout for a candidate who demonstrates exceptional leadership, adept problem-solving, and efficient multitasking. Clear communication, a solid grasp of building mechanical infrastructure, and strong organizational skills are key. The role also involves overseeing expenses, managing contractor performance, ensuring building compliance, monitoring systems, and implementing preventative maintenance for optimal building performance and resident contentment. If you're ready to take charge in a dynamic environment, apply now to be our Resident Manager. Essential Job Functions • Manage daily property operations, • Prioritize tenant concerns, and ensure timely maintenance, • Coordinate preventive maintenance, oversee compliance with audits and local laws, and manage repairs by obtaining vendor quotes and scheduling tasks., • Implement corporate maintenance procedures, coordinate with contractors, negotiate and manage service contracts, and ensure compliance with quality, safety, and legal standards., • Assist in budget development and management for building maintenance, regularly review variances, control expenditures, identify cost savings, and prepare reports for management., • Respond to building emergencies, supervise construction projects, enforce safety protocols, conduct inspections and training, and maintain accurate records, including investigating and reporting accidents/incidents., • Oversee and assess staffing requirements within the building, ensuring optimal workforce management., • Must be present on-site and be able to move throughout the building to address building related matters and meet with tenants, staff, vendors and visitors., • Ability to ascend and descend stairs, as well as positioning oneself in small spaces for building inspections and maintenance repairs and lifting and moving large or heavy objects in excess of 50 pounds., • Must be comfortable with exposure to varying environmental climates and circumstances., • Proficiency in navigating computers and property management software, to include Microsoft Office and Yardi., • Required to respond to emergencies and be on call 24 hours. Qualifications • A minimum of 4 years in maintenance and staff management, strong self-management skills, professional demeanor., • Experience opening a new construction, lease-up building is required, along with accepting units from construction., • Optimize building efficiency with sustainable energy practices, grid interactive maintenance, and modern security technologies., • Proficient in various mechanical systems for cost-effective solutions., • Possess the required licenses and certificates (Certificate of fitness S12, Certificate of fitness S-13 Certificate of fitness S-95, Certificate of fitness P-99, EPA 608 Universal)., • Strong communication skills with staff, property management teams, and senior management., • Work authorization (required)Annual salary range - $95,000 - $110,000 Powered by JazzHR fBlzFclj45

Job Description This role supports daily operations across brokerage transactions, listings, property management, and executive-level organization. The successful candidate will manage tasks from assignment through completion, maintain accurate systems, and ensure continuity across transactions and projects. This position requires strong organizational skills, attention to detail, responsiveness during work hours, and the ability to work independently once direction is provided. Compensation: $66,000 - $75,000 yearly Responsibilities: Transaction & Deal Coordination • Coordinate the full lifecycle of real estate transactions from offer through closing, • Prepare and organize purchase memorandums, contracts, disclosures, and addenda using Dotloop and DocuSign, • Track transaction timelines and required milestones in accordance with established SOPs, • Maintain continuity across emails, documents, and transaction records, • Communicate with attorneys, lenders, inspectors, and title companies to support timely closings, • Coordinate post-closing follow-ups, including client reviews and referrals Listings & Showings • Coordinate listing preparation, including photography, signage, lockboxes, and marketing logistics, • Upload and manage listings in MLS, • Track listing paperwork sent, signed, and pending, • Schedule and manage showings using ShowingTime, • Provide regular status updates on listings and activity Systems, Organization & Operations • Maintain accurate and organized systems within:, • Google Drive / Google Workspace, • Lofty CRM, • Dotloop, • Track tasks digitally from assignment through completion, • Ensure documentation and task tracking are centralized and up to date, • Identify and implement workflow improvements to enhance operational efficiency Property Management, Purchasing & Financial Support • Assist with paying property bills and tracking expenses using Buildium, • Track expenses for rental properties, renovations, and investments, • Assist with purchasing materials, supplies, and services, • Coordinate deliveries, timelines, and vendor follow-ups, • Support QuickBooks data entry, reconciliations, and wire tracking, • Assist with entity setup (LLCs) and compliance documentation, • Track commissions and basic banking activity Executive Support • Manage calendars, scheduling, and inbox organization, • Draft professional correspondence and internal documentation, • Track renovation and investment projects and coordinate vendors and contractors Qualifications: • Valid driver’s license and reliable personal vehicle, • Strong working knowledge of Google Workspace (Docs, Sheets, Gmail, Calendar), • Minimum of 2 years’ experience in real estate operations, transaction coordination, or property management, • Experience with Dotloop, DocuSign, CRM systems (Lofty preferred), and Buildium or similar platforms, • Ability to manage multiple tasks and priorities independently, • Experience working with structured processes or SOPs, • Strong responsiveness and communication during work hours (phone, email, text) About Company We are a high-volume real estate brokerage and investment firm specializing in acquisitions, sales, property management, and development. Our operation is fast-paced, detail-driven, and systems-oriented. We work with clear processes, defined expectations, and a strong focus on execution. We are seeking a Real Estate Executive Assistant / Operations & Transaction Coordinator to work directly with ownership and a lead real estate professional. This role is ideal for someone who thrives in structured environments, follows established processes, manages multiple priorities independently, and takes ownership of outcomes.

Job Description Beware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email address ending in @RoseNYC.com. We will never request payment, financial information, or sensitive personal documentation during the application process, and we will never extend a job offer without first conducting a formal in-person interview. If you receive a message that appears suspicious or does not originate from this domain, please mark it as spam or phishing and report it to us directly at recruiting@rosenyc.com. Overview Rose Associates is a recognized market leader in multifamily and mixed-use real estate. Based in New York City, we own, develop and operate leading properties in urban markets from Philadelphia to Boston and across all residential asset classes, including market, regulated, workforce and affordable housing. Our dynamic services platform spans development, construction, property and asset management, leasing, marketing and accounting/financial operations. We partner with private owners and institutional investors globally to develop and operate some of the most iconic assets in our markets. We rely on technology and the deep expertise of our team to consistently outperform the market in the operation of more than 30,000 units across some 250 properties in the most challenging housing markets in the country. For the past three years, Rose has been the top-rated manager for resident satisfaction in the United States on the Kingsley Surveys platform (peer group of firms with 10-30,000 units being surveyed). Established in 1925, Rose Associates possesses a century of real estate expertise and an impeccable reputation for excellence and integrity. Today a woman-owned business led by CEO Amy Rose, we are committed to a corporate culture of belonging and inclusion that is widely admired in the industry. As we expand across the Northeast, Rose is providing opportunity for our team members to grow their careers in an environment of respect and support. Join us on the forefront of innovation and growth – Rose Associates is where excitement meets opportunity! We are searching for a vibrant and experienced Maintenance Manager to oversee daily operations in our residential rental community. Your responsibilities will include managing the building services team, ensuring staff performance, and maintaining resident satisfaction and financial success. We're on the lookout for a candidate who demonstrates exceptional leadership, adept problem-solving, and efficient multitasking. Clear communication, a solid grasp of building mechanical infrastructure, and strong organizational skills are key. The role also involves overseeing expenses, managing contractor performance, ensuring building compliance, monitoring systems, and implementing preventative maintenance for optimal building performance and resident contentment. If you're ready to take charge in a dynamic environment, apply now to be our Resident Manager. Essential Job Functions • Manage daily property operations, • prioritize tenant concerns, and ensure timely maintenance, • Coordinate preventive maintenance, oversee compliance with audits and local laws, and manage repairs by obtaining vendor quotes and scheduling tasks., • Implement corporate maintenance procedures, coordinate with contractors, negotiate and manage service contracts, and ensure compliance with quality, safety, and legal standards., • Assist in budget development and management for building maintenance, regularly review variances, control expenditures, identify cost savings, and prepare reports for management., • Respond to building emergencies, supervise construction projects, enforce safety protocols, conduct inspections and training, and maintain accurate records, including investigating and reporting accidents/incidents., • Oversee and assess staffing requirements within the building, ensuring optimal workforce management., • Must be present on-site and be able to move throughout the building to address building related matters and meet with tenants, staff, vendors and visitors., • Ability to ascend and descend stairs, as well as positioning oneself in small spaces for building inspections and maintenance repairs and lifting and moving large or heavy objects in excess of 50 pounds., • Must be comfortable with exposure to varying environmental climates and circumstances., • Proficiency in navigating computers and property management software, to include Microsoft Office and Yardi., • Required to respond to emergencies and be on call 24 hours. Qualifications • A minimum of 4 years in maintenance and staff management, strong self-management skills, professional demeanor., • Experience opening a new construction, lease-up building is required., • Optimize building efficiency with sustainable energy practices, grid interactive maintenance, and modern security technologies., • Proficient in various mechanical systems for cost-effective solutions., • Possess the required licenses and certificates (Certificate of fitness S12, Certificate of fitness S-13 Certificate of fitness S-95, Certificate of fitness P-99, EPA 608 Universal)., • Strong communication skills with staff, property management teams, and senior management., • Work authorization (required) Annual Salary Range - $95,000 - $100,000 Powered by JazzHR 4c25a1789I

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 The firm is seeking a Client Service Associate to join our Private Client Division in our Stamford,CT branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including all logistics, • Database management, • Client interaction and service, • Perform special projects as assigned Skills/Requirements • Bachelor’s degree required, • 1-2 years financial services/fixed Income experience required, • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint, • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner, • FINRA Registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (Will be sponsored)

Job Description We’re always looking for talented professionals to join our team! If you're interested in becoming part of a dynamic and growing organization, we invite you to submit your resume for consideration across various departments. Our management team continually seeks exceptional candidates for both current and future opportunities. At our firm, you'll find a collaborative and engaging work environment with ample opportunities for professional growth. Whether your expertise lies in legal, administrative support, finance, IT, marketing, or other professional fields, we encourage you to apply and explore the possibilities with us! EEO Statement: We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status. We are committed to diversity and inclusion in our workforce.

Job Description Gregorys Coffee is looking to hire an amazing Store Leader to join our team! Gregorys Coffee is a family run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you. Job Description & Responsibilities The Store Leader plays a crucial role in closely managing the day-to-day operations of a single Gregorys location. This individual will be responsible for ensuring our standards of quality, service, and cleanliness are upheld every single day. The Store Leader will be the first line of defense in managing financial performance, HR concerns, and operational issues that arise in their assigned store. Most importantly, a Store Leader will be a beacon of our culture. They will always be working to coach and develop all levels of their teams to achieve great results and career growth. This role will oversee and manage the following: People Development Ensure new hires/transfers are onboarded properly to the store and thoroughly acclimated in operational, service, and knowledge functions Ensure teams are upholding our high standards by conducting evaluations and thorough observations Work alongside and develop all levels of the team and have a firm understanding of specific coaching and development opportunities Provide continuing education to every member of your team, driving superior coffee, food, and service knowledge Identify and work with high potential talent that can be developed into our next great leaders Operational Standards Ensure all existing operational and menu standards are being executed as planned Train team on new menu and operational roll outs Ensure all employees are upholding Department of Health standards and are always thoroughly prepared to handle an inspection at any time Ensure quality standards are met by checking for taste, FIFO rotation, and visual appeal Ensure stores are kept immaculately clean, organized, and well merchandised at all times Service Standards Work side by side with your team to lead by example in giving 5-star service Coach team to have a guest-first mentality at all times regardless of side-duty tasks that need to be completed Proactively manage customer concerns/issues and coach teams on how to do the same so it doesn’t become a complaint and instead becomes a praised review Become the “Mayor” of your store neighborhood and know a significant amount of Gregulars that come in every day Collect customer business cards/email addresses to build a database that you can promote grass-roots marketing efforts towards to drive loyal business Minimize guest complaints and respond to all Yelp/Google/App/Email comments and go above and beyond for both positive and negative reviews. Facilities & Maintenance Proactively clean, service, and maintain all equipment in your store Hold monthly meetings with an agenda and clear deep cleaning tasks to be accomplished Quickly react to any major plumbing, electrical, HVAC, equipment, or other facility concerns that can severely impact business HR Management Ensure you and your team are compliant with employee labor laws Ensure changes to labor laws are thoroughly communicated and enacted Proactively manage employee issues by having regular one on one conversations with every employee on your team When necessary, deliver coaching conversations, warnings, and terminations with sufficient evidence and documentation that protects the business and the employee’s experience Financial Performance Closely manage your store’s controllable profit areas: sales, labor, and COGS Work closely with your team to build customer relationships and seek out revenue drivers outside of the 4-walls of the store Work closely with your team to build efficient schedules based on the needs of the business, using data to drive your decisions Manage weekly payroll reconciliation ensuring hours and tip distribution are 100% accurate Manage cash handling responsibilities including cash drawer counts, safe reconciliation, and bank deposits Actively monitor inventory/waste levels and ordering activity to ensure your location has sufficient product for service without exceeding your COGS targets Ensure monthly inventory counts are completed and submitted accurately Additional Expectations This is a hands-on role and a Store Leader is expected to work alongside their teams to drive revenue, efficiency, and profitability. Setting and leading by example is what will drive your success There is no set schedule for this role. A Store Leader is expected to use their best judgment to actively be in their store based on the needs of the business and the development of their people. This includes active oversight on early mornings, nights, weekends, and holidays. Regular communication with your assigned DL or Multi Unit is expected to keep him/her aware of the state of your business and proactive solutions you are providing Attend company events and proactively encourage team members to attend as well If this is you please apply today! We use eVerify to confirm U.S. Employment eligibility.

Job DescriptionOUR MISSIONWe firmly believe that small and medium-sized businesses are the most vital contributors to their communities. We strive every day to not only support the growth and profit improvement of American businesses, but to enrich the lives of the owners and their families. By supporting these businesses, we can directly impact the communities they serve. We meet businesses where they are. How can we help you move forward today? Take Your Sales Career to the Next Level We are looking for a top-performing sales professional ready to fully own their market and drive high-value sales. As the Regional Vice President of Business Development, you will step into an individual contributor role designed for an elite closer seeking to accelerate their career and earning potential. This is not an entry-level position; it’s a high-impact, high-reward opportunity for a proven hunter who thrives in a competitive, performance-based environment. Why Cogent Analytics? Cogent Analytics is a full-service business advisory firm that helps SMBs improve operations, profitability, and overall business health. Our mission is to help entrepreneurs thrive through a consultative, data-driven approach. Unlike traditional firms, we remain engaged beyond initial projects through our proprietary Lifecycle Program, ensuring long-term client success. Grow with Us!Since 2014, we've grown from a team of six to over 240 professionals, supporting businesses across 36 states. Our success is directly linked to our clients' success, which has earned us industry recognition. As we continue to grow, we anticipate expanding our reach to all 48 contiguous U.S. states by the end of 2028. 7x Inc. 5000 Honoree 6x Triad Business Journal's Fast 50 *Inc. Power Partner (Recognized nationally for services to privately held SMBs) As the sole RVP in your region, you will take ownership of your defined market, establishing yourself as a business leader through: • Prospecting and Driving Business Development: Conduct outreach via calls, emails, and networking to secure 10+ meetings/week with business owners., • High-Impact Sales Execution: Utilize a consultative sales approach to introduce Cogent’s Discovery Process, an expert-led business analysis designed to uncover opportunities for profitability and efficiency., • Market Leadership & Brand Ambassadorship: Engage with business owners and key stakeholders in your region to build a strong presence and position Cogent as the go-to partner for business growth., • Strategic Pipeline Ownership: Work closely with Cogent’s in-office business development team to maximize client-facing appointments, while driving your own pipeline growth and closing high-value deals., • Performance-Driven Leadership: Your success is measured entirely by your ability to prospect, convert, and drive revenue. While business development and marketing provide support, you are accountable for your market’s performance., • Aggressive Sales Targeting: Drive a minimum of 35 prospect touches per week, securing at least one Discovery commitment weekly. We are seeking a proven sales professional who:, • Has 7+ years of executive-level, consultative B2B sales experience, • Is an expert prospector with a strong track record of engaging business owners and closing deals, • Is an autonomous, high-energy hunter who thrives in a competitive environment, • Has advanced CRM and software skills, • Can travel within their territory for in-person meetings (up to 75% overnight travel) Location: In-person consultative sales role in your region Must currently reside in the hiring market.Compensation Level: First-year OTE: $150-175K+ \u007C Second-year OTE: $225K+ \u007C Top performers earning $300K+ Full time W2 employment with competitive benefits package: Health, Dental, & Vision Insurance \u007C Life Insurance \u007C HSA/FSA \u007C 401(k) Ready to Own Your Market, Maximize Earnings, and Make a Lasting Impact in the Business Community? If you are ready to step into a sales role that rewards top-tier performers, please share your resume and let's schedule a time to chat. I look forward to connecting! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Bilotta Kitchens is seeking a polished, highly organized Receptionist / Office Administrator to be based full-time in our Mamaroneck, NY showroom. This individual will serve as the first point of contact for all clients, designers, architects, vendors, and visitors-both in person and by phone. Professionalism, poise, and attention to detail are critical. This role plays a central part in maintaining the luxury showroom environment while also partnering closely with our design staff to prepare, review, distribute, and track all customer contracts and documentation with precision and timeliness. Key Responsibilities: Front Desk/Client Experience: · Serve as the primary receptionist for all showrooms (Mamaroneck, Mount Kisco, NYC and Greenwich), answer and direct incoming calls and manage general voicemail box. · Greeting all Mamaroneck showroom visitors warmly and professionally, check in/track all showroom walk in traffic using our Ipad system; introduce designers as needed. · Offer refreshments and ensure a welcoming, hospitality-driven experience. · Maintain daily showroom opening and closing standards daily: lights, displays, samples, coffee station, supplies, printers, plant care, and overall presentation. Administrative/Showroom Operations: · Create and manage monthly floor schedules for designers across showrooms using Outlook calendars. · Coordinate calendars, meetings, training, vendor presentations, and showroom events (including catering for company and marketing events when needed). · Ensure Design Studio in Mamaroneck is organized daily, all new door and finish samples labeled and stored accordingly. · Order and maintain inventory of office supplies, marketing materials (business cards, brochures, bags), and refreshments. · Coordinate vendor and service scheduling and communications (utilities, internet, maintenance providers) for Bilotta Kitchens Showrooms and Company owned properties. · Coordinate deliveries (UPS, USPS) and interoffice paperwork transfers. · Manage parking logistics, including Spot Hero coordination. · Liaison w/NYC A&D Building Management Team · Support marketing events, including occasional after-hours assistance. Designer/Contract Administration: · Prepare and manage all designer paperwork including retainers, proposals, purchase agreements, contracts, and change orders. · Review all documentation carefully for completeness and accuracy before distribution. · Send contracts and related documents via DocuSign, ensuring correct versions are executed. · Track executed and pending documents; follow up to ensure timely client and designer signatures. · Maintain organized digital filing systems, including Accounting Paperwork Scan Files and job folders. · Notify designers promptly if documentation is incomplete or requires additional signatures. · Serve as backup to other showroom administrator’s responsibilities when needed. Accounting/Internal Coordination: · Maintain and update showroom floor schedule calendars. · Track designer floor attendance and communicate with accounting for monthly reconciliation. · Assist with various ad hoc administrative projects as needed. · Create a process/calendar to manage flow of incoming drafting job requests from designers to the drafting department Qualifications: · 3+ years of experience in reception, showroom administration, office support, or related field preferred. · Experience in interior design, architecture, construction, or luxury retail environments is a plus. · Demonstrated ability to serve as a polished and professional first point of contact for clients, designers, and architects. · Exceptional attention to detail, particularly in reviewing contracts and customer documentation. · Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment. · Excellent verbal and written communication skills. Tech savvy. · Proficiency in Microsoft Office (Word, Excel, Outlook) and DocuSign required. · Experience with Microsoft Teams, Zoom and CRM software (e.g., Monday.com) is a plus. · Professional demeanor, discretion, and a strong sense of accountability. What we Offer: · Full-time position in a beautiful luxury showroom environment. · Collaborative, team-oriented culture. · Benefits include medical, dental, vision and 401(k), paid time off and holidays · Competitive compensation based on experience. Bilotta Kitchens is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace and welcome applicants of all backgrounds. Company DescriptionBilotta Kitchens is a nationally recognized luxury kitchen design firm with over 40 years of excellence in custom cabinetry design. Family-owned and operated, Bilotta is known for its exceptional craftsmanship, innovative design, and white-glove client experience. We proudly serve discerning homeowners, architects, and interior designers through our 4 showrooms in Mamaroneck NY, Mount Kisco NY, Greenwich CT and New York City. At Bilotta, attention to detail, professionalism, and teamwork define our culture. Every role contributes directly to delivering an elevated and seamless client experience.Bilotta Kitchens is a nationally recognized luxury kitchen design firm with over 40 years of excellence in custom cabinetry design. Family-owned and operated, Bilotta is known for its exceptional craftsmanship, innovative design, and white-glove client experience. We proudly serve discerning homeowners, architects, and interior designers through our 4 showrooms in Mamaroneck NY, Mount Kisco NY, Greenwich CT and New York City.\r\n\r\nAt Bilotta, attention to detail, professionalism, and teamwork define our culture. Every role contributes directly to delivering an elevated and seamless client experience.

Fairfield County, CT Hybrid Duration: 6+ Months (Consulting Engagement) The Mission We are a global consumer products powerhouse in a state of rapid scale. To meet our growth targets, we are moving away from passive "resume gathering" and shifting toward a true headhunting model. We need a high-energy, agency-bred recruiter who can act as the "face of the brand," proactively hunting and landing top-tier talent across all HQ functions. Key Responsibilities • Aggressive Outbound Sourcing: Use advanced Boolean search, LinkedIn Recruiter, and "old school" cold outreach to identify and engage passive candidates who may not be looking at job boards., • Elevated Brand Ambassadorship: Act as the first point of contact for the organization. You must be able to articulate our value proposition, scale story, and culture with the polish of a high-end executive search professional., • KPI Driven Velocity: Focus on drastically reducing "Time-to-Fill" by maintaining a constant, high-quality pipeline. You don't wait for candidates to apply; you create the applicant pool., • Full HQ Scope: Source across a diverse range of departments, including Marketing, Supply Chain, Finance, IT, and Creative., • Strategic Intake: Partner with internal Hiring Managers to "pressure test" job requirements, ensuring we are hunting for the right profiles from day one., • Candidate Experience: Manage the "sell" throughout the entire process, ensuring every candidate, whether hired or not, has a premium experience with our global brand. The Profile: "The Agency Hunter" • Experience: 5+ years of recruiting experience, with a strong preference for those with 3+ years in a fast-paced agency/search firm environment., • Communication: Exceptional verbal and written communication skills. You must be articulate, persuasive, and able to "hook" high-level talent quickly., • Tech Savvy: Expert-level knowledge of LinkedIn Recruiter and modern CRM/ATS systems., • The "Hustle" Factor: You possess a "do what it takes" attitude. You are comfortable making high-volume cold calls and navigating complex org charts to find the right person., • Consultative Mindset: You aren't just an order taker; you provide market feedback and data to hiring managers to help them make better, faster decisions. Why Join This Project? • Scale Influence: You will have a direct hand in building the HQ of a globally recognized brand during a pivotal growth phase., • High Visibility: This is a long-term consulting role (6+ months) with potential for extension, working directly with senior leadership., • Autonomy: We trust your process. If you have the "hunter" DNA, you'll have the freedom to execute your sourcing strategy.

Associate, Deposit & Cash Management Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world's largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management, significantly increasing the scale and breadth of the franchise. The recent integration of ETRADE's Banking platform provides an endless opportunity for growth. The Deposits and Cash Management Team designs, delivers, and maintains products and services across Morgan Stanley, Digital Direct, and MS@Work channels and platforms to help clients manage their cash needs from transactional cash (e.g., Bank Checking) to cash saved for a specific purpose (e.g., Savings) as well as cash as part of a strategic portfolio allocation (e.g., Certificates of Deposit). The team also oversees banking services that support deposit products and cash management (e.g., debit cards, check writing). Deposit & Cash Management is seeking an Associate to join the product management team reporting to the Shared Bank Services Program Manager. The Associate will help the team optimize many of the foundational experiences and processes across deposit products from account opening through to closure and to grow and manage the host of deposit products offered by Morgan Stanley Private Bank. To help meet the Firm's goals in growing balances across these channels, this role will consist of a mix of Project Management responsibilities, reporting, data analytics, and research. The Associate will also execute product initiatives in collaboration with internal and external functional partners and execute routine product management functions. In this role there are tremendous opportunities to learn the fundamentals of banking, work with the team on product development and refinement, present to and be recognized by senior-level management while partnering across Morgan Stanley. This role encourages collaboration and is perfect for a team player interested in learning and growing with the firm. Responsibilities • Support in the management and launch of Morgan Stanley Deposit Products delivered through the Advised or Self-Directed channel, • Project management of new products and/or initiatives from pilot through launch, including assisting with the implementation of our project plan and strategy., • Provide data & analytics and maintain documentation for new products/initiatives, • Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to Deposit Products, • Partner with Risk, Legal, Compliance, and Audit on an ongoing and project-based basis to ensure adherence to rules, regulations and heightened standards, • Track financial performance and develop key performance metrics, • Analyze competitive strategies across the industry, • Prepare analyses and financial forecasts for Senior Management, • Assist in managing project plans with deliverables that span across functional teams with representatives from IT, Operations, Legal, Compliance, Marketing, Business, Finance as well as External Vendors, to launch and implement new initiatives Experience • 2-3 years of professional experience, • Wealth Management and/or project management experience is a plus, • General knowledge of retail and private banking products, • Bachelor's degree in Finance, Economics, Accounting Skills/Abilities • Strong analytical & critical thinking skills, • Excellent verbal and written communication skills, • Proficiency in MS Office (Excel, PowerPoint, Access), • Appreciate & encourage diversity of people, ideas & perspectives At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client., • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established., • Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office., • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.)., • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients., • Provide reports and other information to FA(s), as requested., • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior., • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager., • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology., • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products., • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently., • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving., • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette., • Minimum Required: High School Diploma or equivalent, • Minimum Required: 2 years clerical/related industry, • Minimum Required: None, • Proficient in Microsoft Excel, Word, PowerPoint, Outlook. Salary: USD $43,800.00/Yr. - USD $65,500.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and property management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For over 25 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall we are a collection of people who strive daily to "find the good and leave it better". As a Leasing Specialist, you will sell and renew residential apartment leases, tour the community, follow up with prospective residents, and prepare lease packages. Above all, you will have a strong drive to close the sale, exceed resident expectations by providing exceptional customer service, and build and/or maintain a true sense of community. Your Impact and Job Responsibilities • Generate interest in the community by effectively answering questions, conducting tours, following up with prospective residents, and executing sales closing techniques successfully., • Provide exceptional customer service to current and prospective residents. Engage current residents through ongoing programs and events designed to increase satisfaction and minimize turnover., • Ensure leasing office, models, vacant units and common areas meet readiness standards., • Process all rental applications for approval and prepare lease packages, while ensuring resident and customer information is properly documented and protected., • Maintain detailed knowledge of local market and conditions, and assist in developing marketing plans that incorporate advertising, internet, outreach marketing and referrals to increase visibility of the community. What You'll Bring- Desired Skills and Experience • Ability to work well with others in a team environment, • Ability to multi-task and adapt in a fast-paced work environment, • High school diploma or equivalent, • A minimum of one-year of sales or customer service experience is a plus! At Waterton, we recognize that compensation and benefits are important not only to our associates but to their families as well. We offer a wide variety of benefits including: • Competitive hourly compensation, leasing bonuses, and incentive program participation, • Full suite of benefits including Medical, Dental, Life, Disability, and even pet insurance, • 401K + match, • Generous paid time off, volunteer time off, and paid holidays, • Industry leading 12 weeks paid parental leave, • A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement, • Commitment to job and career advancement Typical Base Pay Range: $22-$26 per hour, plus bonus program participation This pay range is base pay only and does not include any additional compensation or bonuses that this position may be eligible for. The pay range is approximate and the actual pay may vary depending on related work experience, certifications, education, and other job related factors. Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Waterton will consider for employment qualified applicants with arrest and conviction records. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The Nonprofit Tax Manager 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 non-profit tax issues. In this role, the Nonprofit Tax Manager is charged with applying knowledge to understand potential tax disclosure, exemption and unrelated business income issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Nonprofit Tax Manager will be critical member of the regional Nonprofit Tax team and actively participate in the marketing and networking within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: • 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 review of T/R's and resolves all tax issues with client; involves specialists where appropriate, • Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate, • Review of ASC 740-10 (Uncertain Tax Positions) workpapers and disclosure for audited financial statements, • 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, • 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, • 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 recommend solutions, • Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client, • Frames projects and issues for effective delegation to seniors and associates, • Serves as a technical resource to peers within the region, • Manages written or phone inquiries from federal and state agencies with little or no assistance, • Frames projects and issues for effective delegation to seniors and associates, • Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA"), • 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 nonprofit tax benefits, • Reviews studies of tax implications and offers clients alternative courses of action, • Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas, • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required 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 nonprofit tax experience and/or public accounting, private industry accounting or consulting/professional services experience required, • Prior supervisory experience required 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 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. Illinois Range: $105,000 - $130,000 Minnesota Range: $90,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Maryland Range: $105,000 - $125,000 NYC/Long Island/Westchester Range: $110,000 - $150,000

The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: • Applies advanced 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 an advanced 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, • Supervise 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 advanced 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, • Presents and discusses alternative application of 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 advanced 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 to ensure their completeness and compliance with Firm and professional guidelines, • Ensures compliance with engagement independence requirements and consults internally as needed GAAS: • Applies advanced 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 advanced 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 advanced knowledge and application of BDO standards, policies and technology 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 advanced 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 Supervisory Responsibilities: • Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients, • Supervision of managers, associates, and senior associates on all projects, • Review work prepared by managers, 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 managers, 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: • Seven (7) 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: • Ability to demonstrate strong leadership skills and be a role model to managers and staff, • Advanced GAAP and GAAS knowledge, • Sound working knowledge of SEC and PCAOB rules, • Possess proven excellent 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 excellent client development/relationship-building skills, • Possess excellent decision-making skills, • Ability to substantially take charge of entire simple engagement, • Ability to resolve complex accounting issues, • Ability to be responsible for business development and marketing, • Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance, • Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency 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: $150,000 - $205,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maine Range: $150,000 -$200,000 Maryland Range: $150,000 - $190,00

Job location: Stamford Connecticut Duration: 08 month Job Description: • Coordinate with five product areas in Client Investment Management to gather monthly performance data, ensure all maker checker approvals have been obtained, and send to Marketing., • Follow up with Marketing on Compliance approvals and ensure all data is published on intranet (~100 documents in total)., • Respond to queries from Sales teams on posting of data and ensure that all data is published within 5 to 10 days of release., • Review and edit monthly and quarterly commentaries from portfolio managers (~20 documents in total)., • Send to Marketing for approval by Compliance., • Ensure Compliance approves in a timely manner and that the approved commentaries are published on the intranet., • Assist in review and editing of CIM internal announcements., • Obtain Compliance approval and follow up with Marketing to ensure announcement is distributed, • Gather data and client wins for weekly CIM Newsletter and Performance Flash, • Make edits to and obtain Compliance approval for sales decks for new product launches, • Gather marketing materials for CIM strategies (~50 documents in total) to respond to independent due diligence firm., • Respond to ad hoc due diligence data queries, e.g., portfolio performance and commentaries, in an expedited manner. Required: • Must have experience working in 1 to 3 years financial services industry i.e. investment management or asset management businesses., • Must be detail oriented, extremely proficient in Microsoft Office Suite word, excel and PowerPoint., • Have a basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds etc.

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in-person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker-Dealer). This position requires a presence in the Stamford office five days a week. • Manage and grow relationships with a defined book of financial advisors across assigned territories, • Conduct proactive outreach via phone, video meetings, and targeted in-person visits, • Identify opportunities to deepen engagement across strategies and platforms, • Support advisor onboarding, education, and implementation of firm strategies, • Drive net flows through consistent advisor engagement and opportunity identification, • Identify cross-sell and upsell opportunities within existing relationships, • Track pipeline activity and advance opportunities toward funded AUM, • Deliver compliant product education and positioning across the firm's investment lineup, • Discuss market themes, volatility, and portfolio implications with advisors, • Support due diligence conversations and follow-up requests, • Coordinate product-specific deep dives with portfolio managers or specialists as needed, • Maintain accurate CRM records (calls, meetings, follow-ups, pipeline), • Segment advisors by opportunity, activity, and strategic importance, • Monitor territory metrics including activity levels, flows, and conversion rates, • Prepare meeting recaps and internal updates for sales leadership, • Work closely with:, • External Wholesalers, • Sales Management, • Marketing & Sales Enablement, • Portfolio & Product Teams, • Compliance and Operations, • Participate in territory calls, sales meetings, and training sessions, • Provide field feedback on advisor sentiment, competitor activity, and product positioning, • Bachelor's Degree, • 4+ years in asset management, wholesaling, or financial services sales, • Experience covering wirehouses, RIAs and broker-dealers advisors, • Strong understanding of investment products and portfolio construction, • Proven ability to drive advisor engagement and asset growth, • Highly organized, consultative, and relationship-driven, • FINRA licenses (Series 6/7, 63/66), • Clean U4 The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

Works independently to manage and resolve all site management related issues. This individual should be familiar with housing management, budgeting, housing agency regulations related terminology and have a commitment to community building and will be responsible for the fiscal and physical management of two or more assets and/or a single property exceeding 300 units, or a single property with complex programs/partnerships (permanent supportive housing, industry/community relationships, commercial/retail tenants, etc.). Reports to Regional Manager. Manages direct reports as assigned, including Property Managers, Assistant Property Managers, and Maintenance Supervisors, when applicable. Manages financial operations of the site following company and government agency rules, regulations and guidelines. Develops, monitors and oversees all site management related programs, policies, plans, rules, regulations, contracts and agreements in accordance with corporate policies. Prepares annual operating budget and monitors adherence to the budget, including performing budget reprojections. Assists in preparing 10 year capital needs studies alongside the Operations Department and with Regional Manager/RVP oversight. Participates in strategic capital planning for the property. Assists in ensuring agency regulation compliance and deadlines for documentation through collaboration with the Compliance Department. Prepares weekly and monthly reports as needed, including but not limited to: management metrics, marketing metrics, delinquency/ occupancy metrics, bad debt write-offs, and expense reports. Reconciles reports to General Ledger and approves vendor invoices and cash receipt batches. Monitors energy/utility consumption. Supervises rent collection. Monitors turnovers and major replacements. Provides information and fulfills requests from corporate office staff. Optimizes revenue occupancy, Net Operating Income and Cash Flow. Represents Beacon Communities to the public and collaboratively develops a partnership with local public officials, local businesses and agencies. Meets with Resident Services Coordinator to establish property work plans and develop course of action. Responds to questions and complaints from the public. Manages the rental program utilizing forms, documents, and computer programs following company, HUD, LIHTC, and/or Public Housing guidelines to assure eligibility for continued occupancy. Oversees all aspects of rental/management office. Monitors rental programs, waiting lists and administers all renting and leasing procedures. Oversees the Administration of the ADA/Section 504 reasonable accommodation policy in coordination with the Compliance Department. Oversees leasing process, income certifications/recertifications, and approves agency billing where applicable. Ensures affirmative action compliance and reporting. Oversees move-ins/outs, security deposits, transfers, rent changes. Oversees building, grounds maintenance and security of property and follows company and HUD rules, regulations and guidelines to ensure grounds and units are properly maintained. Monitors and ensures execution of all aspects of site safety, accident and insurance reporting and emergency and media training. Negotiates contracts for services and supplies. Oversees service orders in Yardi. Fosters a positive, active and collaborative relationship with residents and coordinates residents' services for units. Conducts resident meetings. Responds to questions and complaints from residents. Manages staff and oversees hiring, termination, status changes and performance management decisions. Conducts performance and compensation appraisals. Sets standards for work performance and communicates standards to employees. Conducts weekly staff meetings. Trains and develops employees, including new hire 90-day assessment/feedback. Performs site inspections for continued compliance following company, HUD, and LIHTC rules and regulations, policies and procedures. Handles all aspects of site and unit inspections. Interacts with housing and human service agency personnel, lenders and investors. Assists with marketing activities to promote the property. Education: Bachelor's degree in related field preferred but not required (Business Administration, Real Estate or Public Administration preferable), or equivalent knowledge or experience. Experience: Three years of related work experience. Experience as a manager of a public or private apartment/condo complex with responsibilities for leasing/admission, maintenance, management of administrative, maintenance or contract employees, or an equivalent combination of education and experience. Qualifications, Abilities and Skills: Must be familiar with housing management, budgeting, housing agency regulations and if applicable, affordable housing programs such as section 8, LIHTC, etc. The candidate must possess strong organizational and management skills and the demonstrated ability to work as a critical member of a team that is committed to building strong communities. Proficient with Microsoft Word and Excel. Yardi proficiency preferred. Excellent verbal and written communication skills. Working Conditions: Ability to physically inspect the properties in their entirety to include walking/climbing stairs, and ability to withstand all weather conditions. Must respond to 'after hours' emergencies. Special Requirements: Must possess and maintain a vehicle and valid driver's license with an insurable driving record history to obtain and maintain employment Beacon Core Competencies required for all positions: Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility. Beacon Management Competencies required for all Management positions: Decision-Making/Judgement, Communication, Budgets/Cost Control, Managing for Results, People Development. Senior Property Manager Functional Job Competencies required: Job Knowledge, Problem Solving/Analysis, Interpersonal Skills, Computer Skills, Hiring. Compensation: $100,000 - $120,000 salary Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Founded in 2004, Beacon Communities LLC is a privately-owned real estate firm that develops, acquires, invests in, and manages a wide range of multifamily housing. Beacon currently owns and manages approximately 150 properties including affordable housing, market rate housing, and mixed income-housing. Its developments range from new construction, to historic adaptive reuse, to the renovation of existing housing. At Beacon, we strive to make a difference in our residents' lives. We build outstanding communities that make enduring contributions to the vitality of our cities and towns. We create communities that serve a diverse cross section of our society. Our communities are healthy and vibrant. Why? Because they are planned with care, consideration, and compassion. Benefits Offered: At the core of Beacon Communities is the talent on our teams, and we are committed to taking care of our team members so they can deliver great experiences to our residents. That is why we are proud to provide competitive compensation and comprehensive benefits that support a healthy life for you and your family when you join our team. As a regular, full time employee at Beacon you can expect: • Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available., • Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays., • Retirement planning. We offer a 401k program with a company match., • 100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage., • Access to an Employee Assistance Program (EAP), Childcare & Eldercare Support, Career Development and Advancement Opportunities and more! Beacon Communities LLC is an Equal Opportunity Employer that seeks a diverse pool of candidates. We are committed to a policy of equal employment opportunity without regard to race, color, ancestry, national origin, religion, disability, gender, gender identity, sexual orientation, age, veteran status or other protected class. All qualified applicants are encouraged to apply. Beacon Communities LLC participates in the E-Verify program.

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities: • Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly., • Achieve new business sales goals on an annualized basis based on our target market., • In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage., • Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market., • Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis., • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace., • The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence., • Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff., • Establish relationship as a trusted partner and advisor to clients and prospects., • Develop and support cross-selling strategies for existing clients, as well as new relationships., • Participate and, as necessary, lead meetings with existing and prospective clients., • Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs. Knowledge, Skills and Abilities: • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service., • Outstanding written and oral communication skills., • Must have personal lines insurance industry experience., • Ability to travel 50% or more of the time and meet with clients., • Good team work skills with an ability to work with minimum supervision., • Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals., • Good customer service skills that can be applied to the sales process., • Strong knowledge of carriers and personal insurance market place., • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office., • College degree preferred but high school diploma or graduate equivalent degree required., • Active property-casualty license required (or must be obtained within 60 days of hire)., • Proficient in MS Office suite of products. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025)., • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025)., • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025)., • Certified as a Great Place To Work two years in a row (2024-2025). USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs. USI also offers a generous paid time away program including paid time off (PTO), paid time for employee disability leave, paid parental leave and holiday time. Salary Range: $80,000- $120,000 Bonus eligible position.

The Core Tax Services ("CTS") Manager ASC740 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 corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy. 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 issues identified in tax accrual review with Assurance clients, • 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, • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes, • Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis, • Involves firm specialists, as appropriate, • ASC 740 (fka FAS 109 and FIN 48) Tax Accruals, • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740, • Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM, • Clearly and concisely 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 team to timely plan tax accrual reviews, including budget, scope and delivery dates, • Reviews tax provisions- applies in depth knowledge of ASC 740, • Reviews prepared workpapers, • Utilizes and manages Specialized Tax Services ("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, • May train and mentor managers/ seniors/associates on ASC 740, • 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, • Consistently makes suggestions as to how previous work products or approaches can be improved, • May lead marketing campaigns, if applicable to role, • Presents complex strategies to clients and prospective clients, • Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740, • Other duties as required 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 in Accounting or Taxation, required, • Masters degree in Accounting or Taxation, preferred Experience: • Five (5) or more years of prior experience, required, • Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required, • Supervisory experience, required, • Multinational client experience, 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 Software: • Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required, • Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred 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, • Ability to work well in a team environment, • Able to develop and manage a team of tax professionals, • Ability to compose written tax advice, • Ability to effectively develop and maintain 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: $102,300 - $150,000 Colorado Range: $115,000 - $135,000 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 NYC/Long Island

The Management Consulting Experienced Manager is part of a Management Consulting (MC) team supporting projects in the areas of Strategy & 80/20, Back Office & Finance Transformation, Site Selection, M&A and Post-Merger Integration and Supply Chain. Job Duties: • Acts as primary contact for clients on strategic transformations regarding all questions and information, including progress, challenges encountered, and issues identified, • Provides exceptional client service and develops advanced level deliverables and/or solutions to client issues, • Establishes engagement budget, provides recommendations for project scope and underlying pricing changes, as needed, • Prepares periodic and timely billings, and manages adjustments to engagement realization, as needed., • Manages the engagement and underlying economics to ensure engagement metrics are achieved, • Identifies, grows and maintains strategic relationships with client personnel, including members of client management, • Responsible for engagement management on client projects across MC including development of client strategies, preparation of deliverables, facilitating client meetings, and coordinating meeting follow-up. Identifies new business opportunities to expand the MC practice and communicates such opportunities to his/her engagement superiors, • Participates in strategy, marketing and business development activities within practice, • Drafts reports, and completes research, when needed, • Administers strategic project plans, managing tasks closely to ensure they are being completed in a timely manner, • Documents strategic transformation information from internal project meetings, • Coordinates meetings with the management team and the project team, • Provides regular status updates on the implementation, tracks gaps/issues and escalating issues with management as necessary, • Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors, • Able to travel 25% to perhaps as much as 50% of the time, as needed, • Other duties as required Supervisory Responsibilities: • Supervises the day-to-day workload of MC Senior Associates and Associates on assigned engagements and reviews work product, • Ensures MC Senior Associates and Associates are trained on all relevant software, • Evaluates the performance of MC Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development, • Delivers periodic performance feedback and completes performance evaluations for MC Senior Associates and Associates in accordance with Firm guidance, • Acts as mentor to MC Senior Associates and Associates, as appropriate, • Tenacious ownership of internal projects driving to completion Qualifications, Knowledge, Skills, and Abilities: Education: • Bachelor's degree, required; focus in Finance, Business Administration, or Technology, preferred Experience: • Six (6) or more years of experience with internal or external strategy and planning project management to include gap analysis of long- and short-term goals, required, • Four (4) or more years of professional experience within strategic transformation with a proven ability to translate strategy into action that drives clear and measurable outcomes, required, • Ability to lead, quickly adapt and address unique challenges in collaborative and creative ways with all levels of leadership, required, • Expert-level ability in managing and driving execution on all aspects of multiple projects at one time to include that complex in nature, required, • Strong strategic analytical, facilitation, documentation, and communication skills, required, • Strong cross-functional business acumen, project planning, scoping and management skills, required, • Client facing consulting experience or management advisory, preferred, • Manufacturing and Distribution industry experience, preferred License/Certifications: • PMI, PMP, Change Management certification, preferred Language(s): • N/A Other Knowledge, Skills & Abilities: • Strong verbal and written communication skills, including presentation and proposal skills, • Excellent interpersonal and customer relationship skills, • Ability to thoughtfully and positively influence, negotiate and manage change, • Ability to work in a deadline-driven environment, and handle multiple projects simultaneously, • Able to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details, • Capable of successfully multi-tasking while working independently or within a group environment, • Capable of working well under pressure while dealing with unexpected problems in a professional manner 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: $100,000 - $160,000 NYC/Long Island/Westchester Range: $100,000 - $160,000 Maryland Range: $100,000 - $160,000

Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $90 billion of capital and currently has $125+ billion of assets under management. Over the past 34 years, Starwood Capital has invested in excess of $270 billion of assets, including properties within every major real estate asset class. Starwood Capital's Internship Program is 9-weeks long and we select a group of highly motivated summer interns with the goal of identifying talent for our Full-time Analyst Program. Our size and structure provides individuals with a high level of responsibility and the unique opportunity to work directly with senior management, joint venture partners, investment bankers, brokers and commercial lenders in all real estate classes. Summer Interns will participate in a variety of specialized trainings that will refine their skills and assist them in transitioning into the professional working environment of Starwood and the investment industry as a whole. A mentorship driven program allows our Summer Interns to create lasting relationships that will support the continued growth of a successful career. Responsibilities include interfacing with financial firms to track incoming business, general logistics/follow up efforts, working with internal marketing and operations teams, and executing email merges. A successful candidate will have a sales mindset, existing investment/financial acumen, an approachable/likable personality, competitive spirit, and is truly self-driven. This role is designed for individuals interested in a fund-raising career for real estate-based products. • Existing Producer Sales Support - tracking new monthly business procuring documents to resolve NIGO (not in good order) items. Be available to existing producers, fulfilling offering/marketing document requests (resolve or escalate as necessary), documenting interactions in Sales Force CRM, • Clean Note Taking and Follow Up Track and maintain follow up tasks as needed to ensure items assigned are delivered on time and as expected. This may include daily review of sales numbers, pulling reports from Sales Force, participating and documenting calls and meetings (internal/external) regarding topics that may impact equity raise in the territory., • Effective Use Salesforce CRM to gain a full picture of the territory's opportunity set, log phone calls, meetings, emails, notes, and pull activity reports as needed, • Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by Starwood Capital., • Support Prospecting Efforts Support the teams prospecting activities through email merges, tracking inbound calls, following up or escalating as necessary. Qualifications: • Ability to work independently and in a team environment, • Excellent planning, time management, prioritization, and organizational skills, • Strong interpersonal skills with proven ability to build deep lasting relationships, • Excellent communication skills including voice, language, etiquette, interpersonal, and presentation skills, • Proactive and innovative self-starter, takes initiative and is a solution-oriented thinker, • Possesses strong (or a desire to develop) sales skills, • High degree of investment acumen and analytical skills To be considered for the 2027 Summer Internship Program, applicants must meet the following criteria: • Currently enrolled as an undergraduate student, • Anticipated graduation date: Fall 2027 Spring 2028

Job DescriptionDescription: CPG Architects (Stamford CT) is a design-oriented architecture firm headquartered in Stamford, CT. We specialize in corporate interiors architecture and have an impressive list of well-known clients, many of whom we have worked with over a number of years and on many projects together. We bring innovative design solutions to every project, providing Interior Design, Architecture and Strategic Planning services. Our staff is creative, passionate about design and works collaboratively on all projects. We are looking for a Senior Designer to join our team. Requirements: The Senior Designer-Interiors position will report directly to the Senior Design Director. The Senior Designer-Interiors is responsible for delivering high quality design deliverables and functions as a key team member in project development and documentation. This position works closely with architects and designers to design interior environments for a variety of clients. RESPONSIBILITIES AND FUNCTIONS · Lead the planning of design concepts of interior and exterior environments in collaboration with the project team through all project phases. · Develop master design plans and create original design solutions consistent with client requirements including three dimensional concepts, material palette development, and furniture specifications. · Develop test fits- be able to prepare a test fit and critique the final outcome. · Participate in project program development with Client and workplace strategy team. · Collaborate with project architects to create buildable design concepts and lead teams on design initiatives. · Implementation of design including responding to RFIs, punch lists and approval of submittals during documentation and construction administration project phases. · Create presentation materials that effectively communicate design concepts utilizing a variety of media (both 2D & 3D). · Responsible for all furniture specifications including evaluation of different manufacturers and manufacturer and dealer interviews and selections. · Handle request for proposals and leveling of bids, with oversight from Design directors. · Researches and stays current with industry trends to explore and execute new techniques. · Collaborate with creative teams (3d, 2d and digital) on new innovations and creative concepts. · Assist with marketing efforts as needed when seeking new projects. · Perform other related duties as required. EXPERIENCE AND EDUCATION · Bachelor’s degree in interior design or architecture; or, equivalent combination of education and experience, master’s degree preferred. · 7-10 years of professional experience in commercial interiors required. · IIDA or NCIDQ and LEED Certification preferred. · Extensive experience in furniture and finishes selection, specification, procurement and leveling of bids. CORE COMPETENCIES AND SKILLS • Proficiency in AutoCAD, Revit, Sketch Up, Photoshop and Microsoft Office., • Ability to meet strict deadlines and work within specified budgets., • Ability to develop collaborative relationships across the firm and with clients and other key constituents., • Ability to put together a cohesive, comprehensive design presentation that shows innovation and creative thinking., • Problem solving skills., • Excellent organizational skills., • Oral presentation skills. CPG offers a competitive salary and benefits package including PTO, health, life and LTD insurance, and profit sharing/401k plan. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to: race; color; religion; sex; age; ancestry; national origin; sexual orientation; physical or mental disability; veteran's status; medical condition; genetic information; marital status; gender identity, pregnancy, or citizenship or service in the uniformed services.

Job DescriptionAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $75,000+ at plan commission Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Participate in structured coaching and mentorship programs., • Leverage company-provided marketing tools and industry resources., • Provide guidance on insurance, investments, and retirement planning., • Follow a leadership advancement track with career growth opportunities. Qualifications: • Excellent communication and relationship-building abilities., • Must be authorized to work in the US., • Highly motivated with a strong work ethic., • Competitive mindset with a history of leadership or achievement., • No prior financial experience is required, and comprehensive training is included. About Company Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique needs, maintaining strong relationships with them through every stage of their lives. Job Responsibilities and Duties: • Build and own your book and relationships with your clientele, • Maintain client relationships (97% YoY client retention), • Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc., • Attend client meetings, exhibiting a professional level of financial competency throughout the planning process, • Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years), • Always act in the client's best interest Development with NM110: • Award-winning training and mentorship program, • Joint-work program to ensure proper support and critical learning during early development, • Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC), • Access to 17 out of top 34 in-house Forbes Best-in-State Financial Security and Private Wealth Management Professionals for the state of Connecticut Qualifications: • Strong interpersonal and networking skills (required), • Self-starter and highly motivated (required), • Bachelor's degree from a four-year institution (strongly preferred), • History of achievement in fields such as marketing, business development, or sales (preferred), • Athletic or military background (preferred), • Life and Health and investment licenses (SIE, Series 6, 7, 63, 65, and/or 66) (preferred) Compensation and Benefits: • Income is largely performance-based and uncapped, • Launch Stipend: $37k, • OTE: Year 1: $100k-$175k l Year 3: $150k-$220k l Year 5: $200k-$300k, • Diversified revenue streams and passive income with client retention, • Medical, Dental, Vision, Life, and Disability insurance, • Flexible schedule, • Retirement plan (Traditional + Pension) ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, LONG ISLAND, NJ, OR OUTSIDE THE TRI-STATE AREA Company DescriptionNorthwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Jericho, NY; New York, NY; White Plains, NY After more than 40 years of business growth and industry change, 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. Job Summary 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 Why Grassi? 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. Please find compensation information below for candidates residing in the following market(s): 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 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 DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Health insurance, • Paid time off Customer Success & Implementation Manager Designer Platform About Fletcher Wakefield Fletcher Wakefield is a to-the-trade showroom in Stamford, CT serving interior designers across Fairfield County and the Tri-State area. For decades, the to-the-trade model has been defined by physical space fabric walls, sample libraries, vendor relationships built in person. Fletcher Wakefield has all of that: 10,000+ fabric samples, exclusive vendor partnerships, and eight private design rooms. Fletcher Wakefield is launching a purpose-built software platform that takes everything the showroom does sourcing, quoting, ordering, project management and brings it into a single digital environment designers can run their practice on. The showroom is no longer just a destination; it is the front door to a complete operating system for the design trade. Position summary This role leads the platform's launch to the trade. It brings designers onto the platform, supports them in running their practice on it, and grows platform adoption. This is a utility role for an early-stage platform launch one person owning everything involved in getting designers onto the platform and making them successful on it. The right candidate is comfortable wearing multiple hats and moving between hands-on client work and platform-level strategy. Responsibilities Client onboarding & implementation Set up new design firm accounts, including portal configuration, project structure, and importing existing client and project data Configure the platform to match each firm's workflow vendor preferences, project templates, team permissions, and billing Tailor onboarding depth to each firm's size, complexity, and technical comfort level Lead onboarding kickoffs at the Stamford showroom, via Zoom, or on-site at client offices Set goals for each account and guide each user to their first quote, first order, and first completed project on the platform Coordinate with the product team on configuration requests and unusual cases, and document each implementation to speed up future onboardings Training, enablement & support Develop and maintain the onboarding playbook, including checklists, training materials, welcome communications, and follow-up sequences Record tutorial videos for all major workflows, including quoting, ordering, project setup, the 3D Visualizer, the Instant Quoting Tool, and new features as they launch Build and maintain the help center, including written guides, FAQs, and self-service walk-throughs Provide direct support for designers during their first 90 days, handle incoming issues, and escalate when needed Identify recurring questions and turn them into tutorials, help articles, or product feedback Brand & platform marketing Drive platform growth by owning the content and ideation behind how the platform is presented to the trade, including campaigns, case studies, testimonials, feature announcements, social posts, and member communications Manage the platform editorial calendar, including newsletters, release notes, and launch communications for new features Partner with the in-house designer on visual execution; this role owns the strategy, messaging, and copy, while production and design support is provided internally Qualifications Required 35 years of combined experience across customer onboarding or implementation and brand, marketing, or content roles, preferably in B2B SaaS or a to-the-trade environment Demonstrated ability to learn new software quickly, configure it for end users, and teach it effectively Demonstrated experience owning a brand voice and visual identity across customer-facing channels Strong on-camera presence; experience recording tutorials, training videos, or instructional content Excellent written communication across both technical documentation and marketing copy Strong verbal and in-person communication; comfortable leading kickoffs, training sessions, and client meetings Strong organizational skills with the ability to manage multiple accounts and content workstreams at the same time Professional, composed presence with clients Self-directed; able to operate effectively with general direction Based in or willing to relocate to Fairfield County; on-site at the Stamford showroom Preferred Background in interior design, architecture, or home furnishings Experience onboarding customers onto an early-stage or recently launched SaaS product Proficiency with screen recording and video editing tools such as Loom, Descript, or Camtasia Proficiency with design tools such as Figma, Canva, or Adobe Creative Suite Existing relationships within the Tri-State design community Compensation and start date Competitive base salary plus performance-based compensation tied to activation, retention, and platform growth metrics.

Job Description Employment Type: Full-Time FSLA: Salary/Exempt Division: Project Management Department: Project Management Reports to: Project Executive Supervisory Duties: Yes Salary Range: $181,000- $238,000 The Senior Project Manager (SPM) will be assigned to large complex projects or multiple projects and will serve as the main point of contact and corporate representative for all project stakeholders including Owners, OPM’s, developers, architects, engineers and subcontractors. The SPM is responsible for oversight of the entire project’s life cycle including budget, cost, schedule, risk, resource management and safety while providing exceptional customer service. The SPM will oversee the implementation of a Raving Fans action plan and will play a key role in business development including networking events, marketing initiatives, proposal preparation and interviews. Responsibilities / Essential Functions • Lead and communicate with Field Supervision, Subcontractors, and Vendors to assist them in working to the Project Schedule., • Represent Consigli with Owners, Architects, Consultants, Vendors and Subcontractors, • Administer all financial aspects of the project including management of Owner’s contract term and subcontracts agreements., • Build effective working relationships with clients and the project team members., • Manage multiple projects depending on size, complexity, and type., • Continuously coordinate with field staff (General Superintendent, Project Superintendent, Assistant Superintendent, Safety Manager, etc.) on project goals, budget and schedule., • Mentor staff: manage multiple team members on a single large project or multiple projects., • Provide formal evaluation(s) of team members on performance and progress., • Oversee training and professional development plans of team members and assist in implementation., • Take ownership in the development of relationships with new clients, Owners, Architect and Engineers to generate new opportunities., • Take lead in the development and management of optimal project profit opportunities including self-perform trades., • Participate in corporate and Project Management Department operations initiatives. Preconstruction Responsibilities, • Work with and support estimating throughout the proposal and preconstruction process., • Provide constructability reviews of drawings and budget updates as necessary., • Review prime contract and provide comments accordingly to ensure any specific contractual conditions are included in subcontract bidding documents., • Develop contract schedule with Superintendent., • Work closely with the Purchasing Department throughout the project procurement/buy-out process., • Take lead with identifying, managing and reporting project risks throughout life cycle., • Identify and take lead in the development of conversion action plans to push the projects from preconstruction into construction., • Develop project financial plan with Project Executive and oversee initial budget development and project set-up. Project Management, • Attend and run weekly owner/architect/contractor (OAC) project meetings and subcontractor meetings; and manage the preparation and distribution of meeting minutes., • Manage and support the maintenance of project logs (RFI’s, submittals, change requests, etc.)., • Coordinate with Project Scheduler to update and distribute project master schedule with input from Superintendent and project teams., • Manage and support cost reporting, forecasting, budget and change management throughout the lifecycle of the project., • Oversee all project reporting activities including Owner meetings, internal cost meetings, financial meetings and monthly reports., • Assist the project Superintendent and other team members in the resolution of all critical issues, RFI’s, etc. with a focus on quality, cost and schedule., • Manage timely reviews and approval of invoices and subcontractor requisitions., • Manage the requisition process: maintain and report cash flow throughout the project and address/communicate issues proactively and promptly. Key Skills • A driven leader who spearheads Consigli’s corporate culture of Raving Fans., • Excellent business judgment demonstrated by consistently achieving project objectives while developing/maintaining outstanding relationships with Owner, Architect and Subcontractors., • Develop and utilize business development skills in addition to project management responsibilities., • Excellent organizational skills and attention to detail evidenced by a strong command of all applicable contract and legal provisions., • Ability to multi-task and handle competing priorities., • A strong sense of urgency and self-initiative., • Strong problem-solving skills and the ability to confidently and decisively take action., • Team leader with excellent diplomatic and communication skills, able to handle and resolve conflicts effectively in a firm but fair manner., • Train, develop and mentor team members., • Full understanding of corporate profit models and institute opportunities to optimize margins. Required Experience • A bachelor's degree in engineering, Construction Management or Architecture preferred., • A minimum of 10-15 years of experience within the construction industry in Project Management or similar role., • OSH 10 and OSHA-30 preferred., • Additional proficiencies shall include cost management software (Timberline, Sage preferred), scheduling software (Primavera P6 preferred) and construction management software (Procore preferred)., • Knowledge and understanding of all PM, APM and PE, Superintendent and Assistant Superintendent responsibilities.

Job Description Woodard & Curran is a national engineering, science and operations firm with a simple vision for clean water, a safe environment, healthy communities and happy people. As an employee-owned company, we strive to cultivate teams that encourage collaboration in an inclusive culture. We seek talented individuals from all backgrounds to help us address a broad range of water and environmental issues. We prioritize our people, offering opportunities for professional growth, ownership and flexibility. This commitment enables us to make a meaningful impact on our clients, communities and the planet. What’s in it for you: Woodard & Curran is seeking a dynamic, detail‑oriented, and client‑focused Professional Engineer to join our Water Team as a Technical Manager. In this role, you will partner with municipal clients to plan, design, and deliver a range of wastewater projects to support our Rye Brook office. Our Mid-Atlantic team comprises a dynamic group of engineers, scientists, and design professionals who emulate Woodard & Curran’s values. Woodard & Curran creates a safe and fun environment for employees to thrive and collaborate with teams locally and nationwide to deliver clean water solutions to our clients. Who are we looking for: The ideal candidate brings strong technical depth in wastewater collection systems, a proven ability to deliver complex infrastructure programs, and experience in the evaluation, planning, design, and rehabilitation of collection systems. Familiarity with a broad range of issues related to master planning, collection systems, municipal wastewater treatment, and biosolids is preferred. In collaboration with the Client Manager and Project Manager, you will help lead the delivery of multiple projects, work directly with clients and internal teams, and support marketing and proposal efforts. Location: Rye Brook, NY Offering Flexible Remote/Hybrid Work Schedule: Expectation is 2 to 3 days in the office or onsite with clients. Travel up to 20%: Clients within the Mid-Atlantic Region, generally within a two-hour radius of Westchester County To name a few, projects may include: • Collection system assessments, planning, design, and rehabilitation, • Pumping station designs and rehabilitation, • Municipal wastewater systems, including collection system infrastructure, pumping system hydraulics, and wastewater treatment processes, • Biosolids management and renewable energy development What you will be doing at Woodard & Curran:, • Managing and executing work on wastewater system design, planning, and construction projects by leading and collaborating with multi-disciplinary teams within Woodard & Curran and with subconsultants., • Determining the overall delivery approach for projects. Partner with senior leadership to develop technical approaches to larger projects., • Scheduling and tracking project budgets, milestones, and deliverables., • Utilizing Woodard & Curran’s Project Quality Assurance Program to execute all projects., • Demonstrating strong and proactive communication skills to keep the project management and technical team(s) updated as project work progresses., • Connecting and working with external suppliers and subcontractors to support project delivery., • Interacting with clients and representing the firm in a professional manner, • Visiting client sites for meetings, proposal development, or observing construction project status., • Coordinating with contractors and clients in the field during construction to ensure that projects are executed in compliance with the Contract Documents., • Interfacing with state and local regulatory agencies and permitting officials, • Conducting and coordinating QA/QC reviews on project deliverables to ensure Woodard & Curran technical excellence standards are met., • Collaborating with leadership and resource leaders on staffing projects., • Providing input on the development of Woodard & Curran design guidelines and standards., • Preparing and delivering presentations and training programs to internal and external clients and professional associations., • Supporting business development efforts under the direction of a client manager. What You Will Need to Succeed:, • 10-15 years of consulting engineering experience., • A B.S. Degree in Civil or Environmental Engineering or an M.S. Degree is preferred., • Registered Professional Engineer in New York (or ability to apply for reciprocity)., • The successful candidate will have technical management and delivery expertise in civil and environmental engineering and an in-depth understanding of the engineering concepts associated with municipal wastewater systems., • Well-versed in state and federal regulations., • Knowledgeable in state bidding laws and funding programs., • Excellent writing, communication, and presentation skills., • Demonstrated ability to conduct effective presentations to stakeholders is a plus., • Experience with proposal writing and developing project scope, budget, and schedules. The anticipated pay range is flexible, depending on factors such as the employee's primary work location, skills, experience, and education. The following examples illustrate how the pay range for the same role can vary based on different locations. This position’s anticipated pay range is provided; the final exempt salary or non-exempt hourly pay will depend on experience level and consider a percentage-based geographic differential based on where the final candidate will be working. Geographic differentials recognize and reflect the cost of labor differences between geographic markets. #LI-TB1 Mutual Dispute Resolution (MDR) As part of our commitment to a fair and respectful workplace, Woodard & Curran uses a Mutual Dispute Resolution (MDR) to help resolve most employment-related concerns efficiently and consistently. What this means: • MDR applies to both you and the Company, • Most workplace-related disputes are resolved through binding arbitration, rather than court proceedings, • Certain exceptions are outlined in the full agreement If you are offered a position with Woodard & Curran, you will be asked to review and sign the MDR as part of your offer packet. \uD83D\uDD17 Review the full agreement here: Mutual Dispute Resolution Agreement Employee Support & Benefits Retirement Savings: • 401(k) Pre-tax or Roth Contributions: The company matches 100% of the first 3% of salary contributed Time away from work: • Observed holidays: Choose up to 8 holidays to observe annually, • Vacation: Accrued based on years of experience and calculated on hours worked, • Sick time: Paid sick time for non-work-related illness or injury., • Parental leave: Up to 80 hours of Paid Parental Leave for child bonding Coverage and support for your needs and well-being: • Disability: Paid short- and long-term disability, • Health: Medical plan options; plus dental and vision plans., • Life: Basic employee group life insurance and AD&D benefits; additional voluntary life insurance for employees and families is available through Sun Life., • Wellbeing: DarioMind assistance program combined with personalized mental health and wellbeing resources. Workplace Information E-Verify Participation Woodard & Curran participates in the U.S. Department of Homeland Security’s E-Verify program to confirm the employment eligibility of all newly hired employees. As part of this process, we display the required Notice of E-Verify Participation and Right to Work posters. \uD83D\uDD17 View required Right to Work and E-Verify posters here. Equal Employment Opportunity & Accessibility Woodard & Curran is an Equal Opportunity Employer. We are committed to non-discrimination and make employment decisions based on job-related factors. Individuals with disabilities and protected veterans are encouraged to apply. If you require a reasonable accommodation during the application process, please contact Beth Sweitzer. \uD83D\uDD17 View our Equal Employment Opportunity Policy \uD83D\uDD17 View the "Workplace Discrimination is Illegal" poster Inclusion & Belonging We welcome individuals from all backgrounds and believe diverse perspectives strengthen our ability to serve clients and communities. As an employee-owned company, we are committed to fostering a respectful and inclusive environment where employees can grow, contribute fully, and deliver meaningful impact. Recruitment Agency Policy We do not accept unsolicited resumes from recruitment agencies. Submissions without a signed agreement in place will be considered unsolicited and not eligible for referral fees. Text Message Communication Notice: To support an efficient hiring process, we may send brief SMS updates or reminders. You may opt out at any time by replying “STOP.” Terms, Privacy & Use of AI in Hiring \uD83D\uDD17 Woodard & Curran Terms of Use \uD83D\uDD17 Woodard & Curran Privacy Statement We may use artificial intelligence (AI) tools to support aspects of the hiring process (e.g., application review or resume screening). These tools assist our team but do not replace human decision-making. All final hiring decisions are made by people. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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