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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

We are seeking a detail-oriented and proactive Compliance Associate to support the firm's compliance program and help ensure adherence to regulatory requirements, internal policies, and industry best practices. This role will be part-time (20 to 24 hours per week), will work closely with Legal, Compliance, HR, IT, Cyber, and business teams, and will have responsibility for a broad range of compliance, operational, and corporate governance activities. The ideal candidate is comfortable managing multiple priorities, handling confidential information, exercising sound judgment, and working independently in a fast-paced investment management environment. Key Responsibilities: • Administer and help enforce requirements established under the firm's Code of Ethics, Compliance Manual, and Employee Handbook., • Review marketing materials, operational due diligence requests, and investor KYC/AML documentation for compliance with firm policies and applicable requirements., • Partner with IT and Cybersecurity teams to review, approve, implement, and oversee IT and cybersecurity policies and related compliance programs., • Manage the firm's NDA process, including negotiating terms, coordinating with bankers and counterparties, advising employees on the appropriate handling of confidential information, and maintaining the NDA database., • Support HR and IT with employee onboarding and offboarding processes from a compliance perspective., • Administer initial compliance training for new employees and educate personnel regarding key compliance issues, including material nonpublic information (MNPI), political contributions, outside business activities, gifts and entertainment, and employee trading., • Conduct quarterly compliance testing related to electronic communications, employee trades, gifts and entertainment, and other compliance controls., • Prepare corporate resolutions and consents and assist with general entity management and governance activities., • Prepare and coordinate regulatory and state filings, including Blue Sky, Beneficial Ownership Information (BOI), and California lobbying filings., • Coordinate preparation for mock regulatory examinations, including gathering materials, reviewing documentation, and administering the mock exam process., • Develop and oversee vendor due diligence processes, including ongoing monitoring and documentation., • Implement and administer compliance certifications and attestations, including initial, quarterly, and annual requirements, through the firm's compliance monitoring system., • Maintain accurate compliance records, databases, and supporting documentation., • Assist with special compliance, regulatory, and operational projects as needed. Qualifications: • Bachelor's degree required; relevant compliance, legal, business, finance, or regulatory experience preferred., • 3+ years of compliance, legal, regulatory, or related experience, preferably within an investment management, private equity, financial services, or similar environment., • Working knowledge of investment management compliance concepts, including KYC/AML, MNPI, employee trading, gifts and entertainment, political contributions, and outside business activities., • Experience with compliance testing, monitoring, certifications, and regulatory filings., • Strong written and verbal communication skills, with the ability to communicate compliance requirements clearly to employees and business partners., • Excellent organizational skills and attention to detail, with the ability to manage multiple deadlines and priorities., • Strong judgment and discretion when handling confidential and sensitive information., • Ability to collaborate effectively with Legal, HR, IT, Cybersecurity, and other internal stakeholders., • Proficiency with Microsoft Office and compliance monitoring or workflow systems. Preferred Experience: • Experience with vendor due diligence programs., • Experience managing NDA processes and negotiating confidentiality provisions., • Experience preparing for regulatory examinations or mock exams., • Familiarity with Blue Sky, BOI, and state lobbying filings., • Experience implementing compliance certifications, attestations, and monitoring controls. What We're Looking For: The successful candidate will be a hands-on compliance professional who takes ownership of processes, anticipates potential compliance issues, and can translate policies and regulatory requirements into practical guidance for employees and business partners. This person should be comfortable operating across functions and managing both recurring compliance requirements and evolving firm initiatives. If you would like to learn more about the Part-time Compliance Associate position available in Greenwich, CT, then please submit your resume, in Word format, by clicking the Apply Now button. Key Details Physical Requirements • Must be able to perform essential duties satisfactorily with reasonable accommodations, • Work is generally performed sitting, talking, hearing, and typing, • This is a high-volume screen-based role, requiring constant, prolonged computer usage, including but not limited to: reviewing documents, managing visual content, and attending virtual meetings, • Visual acuity required for computer use, data analysis, and extended reading, • Prolonged periods of sitting at a desk and working on a computer, • Frequent use of hands and fingers for typing and document handling, • Occasional standing, walking, bending, and reaching, • Ability to lift and carry items weighing up to 30 pounds Remote Work & Information Security Requirements Employees in this role are expected to maintain a work environment that supports the protection of confidential, proprietary, and client-sensitive information, consistent with Company policies and applicable legal and regulatory requirements. To support these obligations, individuals in this role should be able to: • Maintain a secure and reliable internet connection capable of supporting required systems and applications, • Utilize company-issued or approved technology, including compliance with required security tools (e.g., VPN, multi-factor authentication, endpoint protection), • Conduct work in a manner that protects the confidentiality of information, including taking reasonable steps to prevent unauthorized access, viewing, or disclosure of sensitive materials, • Follow all applicable information security, data privacy, and acceptable use policies as communicated by the Company, • Promptly report any suspected security incidents, breaches, or system vulnerabilities in accordance with Company protocols Workplace Monitoring & Data Use Notice To protect client and Company systems, data, and confidential information, Trustpoint may implement reasonable administrative, technical, and physical safeguards, which may include monitoring of Company-provided systems, devices, and networks, consistent with applicable law. In certain roles, individuals may perform work within client-controlled environments, including client systems, platforms, or physical worksites. In such cases, work activities may also be subject to the client’s applicable policies, procedures, and monitoring practices. Trustpoint does not control client monitoring practices but expects that any such practices will be conducted in accordance with applicable laws and contractual obligations. Additional information regarding applicable policies will be provided during the onboarding process or prior to assignment, as appropriate. Client Specific Requirements Notice Certain roles may be subject to additional client-specific screening, compliance, or credentialing requirements. Any such requirements will be communicated at the appropriate stage of the hiring process and will be administered in accordance with applicable federal, state, and local laws. Pay Transparency Notice Pursuant to applicable law, this position includes a good-faith salary or hourly range at the time of posting. The final compensation offered will be determined based on factors including, but not limited to, relevant experience, skills, education, geographic location, and business needs. Equal Employment Opportunity Statement Trustpoint provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. Employment decisions are made without regard to any protected characteristic under applicable federal, state, or local law.

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 Are 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 Our client, a well-respected non-profit education center in Hartsdale, NY is seeking an entry-level Accountant or recent college graduate to join their finance team as a Payment Specialist. This is an excellent opportunity for someone early in their accounting career—ideally with internship experience—who wants hands-on exposure to both Accounts Payable and Payroll functions while growing within a mission-driven organization. This role begins as a temporary position with a strong path to permanent hire for the right candidate. Key Responsibilities • Process and review invoices for accuracy, coding, and appropriate approvals, • Prepare and execute vendor payments (checks, ACH, wire transfers), • Reconcile vendor statements and resolve discrepancies in a timely manner, • Maintain organized, audit-ready AP records and documentation, • Assist with processing bi-weekly or semi-monthly payroll, including timesheet review and data entry, • Support payroll reconciliation and ensure compliance with applicable wage and hour regulations, • Respond to employee and vendor inquiries regarding payments and payroll, • Assist with month-end close tasks related to AP and payroll, • Support special projects and process improvement initiatives as needed, • Collaborate closely with the Finance/Accounting team to ensure accurate financial reporting Qualifications • Bachelor's degree in Accounting, Finance, or related field required, • Internship or prior hands-on experience in accounting, AP, or payroll strongly preferred, • Solid foundation in basic accounting principles, • Proficiency in Microsoft Excel; experience with accounting/payroll software (e.g., QuickBooks, ADP, Paylocity, or similar) a plus, • Strong attention to detail and organizational skills, • Ability to handle confidential financial and employee information with discretion, • Excellent communication skills and a collaborative, team-oriented mindset, • Eagerness to learn, take initiative, and grow within an accounting career path, • Ability to work on-site five days per week in Hartsdale, NY\nCompany Description Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida. Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.

Job Description Favorite Greenwich, Connecticut boutique investment firm is looking for an Executive Assistant to support their CEO professionally and personally. Position open due to promotion. $100K salary, 5-days in office. They are attracted to people who like to learn at a furious rate! Degree very strongly preferred. Hospitality or communications background a plus, to grow towards marketing capability. The ideal candidate will be quick, responsive and able to thrive with constantly shifting priorities. 1-3 years of experience, preferably in financial or professional services. Strong MS Office and excellent writing skills a must.

Job Description Gerber Ciano Kelly Brady LLP is seeking a Legal Assistant with 3+ years of experience to support Downstate NY Litigation. The Legal Assistant will provide advanced administrative and legal support across our firm’s footprint, ensuring the smooth operation of case management, document preparation, and client coordination. The ideal candidate will possess a strong legal background, with expertise in handling complex litigation support tasks, superior organizational skills, and a proactive approach to managing attorney schedules and case progress. This individual will demonstrate professionalism in client interactions, uphold strict confidentiality, and show agility in multi-tasking across high-volume, deadline-driven projects. A team-oriented mindset, coupled with the ability to work independently, will be key to succeeding in this role. Overall Responsibilities • Provide comprehensive administrative and legal support, including drafting and preparing litigation documents such as correspondence, pleadings, discovery demands/responses, motions, subpoenas, and settlement documents., • Assist with electronic filing in State and Federal Courts, maintaining client confidentiality and secure document handling., • Communicate with courts, clients, experts, opposing counsel, and co-counsel, keeping attorneys updated on case status and tracking deadlines., • Manage attorney calendars, proactively handling scheduling, appearances, depositions, and coordinating with court reporters and interpreters as needed., • Open and close files, ensuring organized and accessible documentation; scan, save, and file documents in the firm’s document management system., • Perform data entry, process expense reports, check requests, and manage large mailings; assist with document formatting, proofreading, and editing to ensure clarity and accuracy., • Transcribe dictation, type documents, and arrange travel accommodations as necessary., • Record and securely store client information, assisting with attorney marketing tasks and supporting overflow work for other attorneys as needed., • Collaborate on team projects, follow office workflow procedures for maximum efficiency, and perform general administrative and clerical duties as required. Qualifications • 3+ years of experience in general litigation, • Familiar with Downstate Litigation, • Associate’s degree or higher preferred., • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Teams., • Highly proficient with case management systems and other software applications., • Knowledge of State and Federal Court E-Filing., • Proficient in multi-tasking, with strong attention to detail, excellent communication, and organizational skills., • Ability to anticipate schedules and deadlines, moving projects forward proactively., • Exemplary planning, prioritizing, and time management skills., • Able to work under deadlines and maintain flexibility to meet unforeseen demands; experience in a high-volume work environment is a plus. Why Gerber Ciano Kelly Brady LLP At Gerber Ciano Kelly Brady, we're building something different. We believe in a new legal services model — one unrestrained by the traditional billable hour and driven instead by exceptional client service, innovative technology, creativity, efficiency, and unparalleled value. Our mission is to create a community of legal service providers who are passionate about what they do and committed to doing it better. We approach our work through teamwork, continuous process improvement, alternative service models, and cutting-edge technology. While professional licensing requires us to be a law firm, nothing says we have to act like one. Our team is composed of diverse individuals from a wide range of socio-economic, cultural, geographic, and educational backgrounds — and we believe that diversity of perspective is one of our greatest strengths. Our Values We put our people first and communicate openly. We share goals, success, and accountability — no individual agendas. We treat everyone with respect and humility. We maximize every opportunity, embrace change, and always look for yes. We nurture creativity, growth, and a little weirdness — because a great team is also a great community. Professional Growth & Career Development We are deeply committed to the growth and development of every member of our team. At GCKB, professional development isn't a perk — it's a priority. We invest in our people through ongoing learning opportunities, mentorship, and a culture that actively supports each team member in pursuing their individual career goals. Whether you're looking to deepen your expertise, expand your skill set, or grow into new responsibilities, we want to help you get there. We believe that when our people thrive, our clients and our firm thrive alongside them. In areas involving litigation, we are a trial firm. As a result, we are committed to and invest in training the next generation of trial lawyers. Compensation and Benefits Compensation is commensurate with experience and skill set, and comes with a comprehensive benefits package including health, life, short-term and long-term disability insurance, 401(k) (with generous vested match), flexible work options, and paid time off.

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 Pay Range - $80,000 - $85,000 Powered by JazzHR 7H90cGy47d

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! Embark on an exciting journey as we look for a skilled and dynamic leader to fill the role of Community Manager. Your responsibilities include overseeing leasing activity, ensuring resident satisfaction, optimizing financial performance, and mastering regulatory compliance. Collaborate with the team to achieve property goals set by upper management, maximizing occupancy and profits while enhancing the property's reputation and market value. This opportunity is your ticket to an impactful career in property management, where you will be the face of our residential community, fostering positive relationships with residents and contributing to the overall success of our vibrant living spaces. Essential Job Functions • Engage with community owners, upper management, internal team members, and business partners promptly and accurately to enhance client satisfaction, facilitate project completion, and stay informed about day-to-day community operations., • Manage and take part in the lease enforcement process by reviewing and approving prospective resident applications and lease renewals, performing regular apartment inspections, adhering to proper notice requirements, executing eviction procedures when necessary, and enforcing the imposition and collection of allowable late fees and other charges as outlined in the lease terms., • Lead the implementation of sales, marketing, and operational initiatives to meet budgeted occupancy and customer retention objectives., • Maintain an expert level of competitive marketplace intelligence to collaborate with the marketing team to execute effective marketing strategies., • Supervise programs for resident retention, lease renewals, and leasing to ensure maximum occupancy is maintained., • Communicate with residents in a timely manner to address their concerns effectively., • Collaborate with internal departments such as compliance, leasing, and accounting, including reviewing all lease packages for both current and potential residents., • Provide guidance, establish goals and objectives, and oversee scheduling for Resident Managers, office, building, and leasing staff, fostering a positive and collaborative work environment., • Recruit, train, and lead a unified team to ensure streamlined community operations., • Enforce compliance and communication of policies and procedures for residents and internal team members, exceeding survey, audit, review, and inspection expectations., • Conduct regular community inspections to identify maintenance issues, oversee building operations and systems maintenance, coordinate preventive maintenance work, and identify and coordinate vendors for repairs, construction, and capital improvements with the Resident Manager., • Supervise ongoing construction for new buildings., • Negotiate service contracts and ensure adherence to contractual obligations., • Be available after-hours for emergencies, resource coordination, and implementation of corrective action., • Ensure proper insurance requirements are met, report liability and property incidents to upper management, and submit necessary paperwork., • Contribute to the preparation and adherence to operating budgets and forecasts, generating Monthly Variance Reports, Utility Consumption Reports, and other required reports., • Analyze income and expense patterns, providing recommendations to upper management, and implement strategies to enhance financial performance wherever possible., • Process invoices through the AP system and manage vendor payments., • Build positive relationships with residents, addressing concerns and implement resident retention initiatives and community engagement programs ensuring a high level of satisfaction., • Must be present on-site and be able to move throughout the building to address community-related matters, including exceptional communication skills to meet with tenants, staff, vendors and visitors., • Ability to ascend and descend stairs and be comfortable 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 business, marketing, real estate, or finance or equivalent experience., • A minimum of 5 years of multifamily residential community management experience., • Proficiency in navigating computers and community management software, to include Microsoft Office include iLuvLeasing, On-Site, Elise AI, RentCafe and Yardi., • Technical knowledge of building operations and maintenance., • Understanding of marketing trends, budgeting, and reporting, including strong financial skills with knowledge of GAAP., • Valid NYS real estate license or ability to obtain one within the first 120 days of employment. All active license holders must register their license with Rose Associates upon hire., • Work authorization (required), • Must be available to work weekends (Saturdays and Sundays) as needed. In addition to base compensation, significant incentive pay and full benefits packages are available. Annual salary range - $85,000 - $95,000 Powered by JazzHR aK28GTVi6s

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 7opLTw07rv

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

About the Opportunity: This is an opportunity for a Leasing Manager to oversee and optimize the leasing and marketing efforts for a 164 unit, free market luxury rental building in prime New Rochelle, New York. The Leasing Manager will lead the property marketing and leasing program at our client’s location of a luxury high rise residential building located in vibrant downtown New Rochelle. The Leasing Manager is responsible for various sales and marketing projects and for ensuring that all policies related to branding, leasing and marketing are fulfilled. The Leasing Manager will be responsible for reaching leasing goals and develop strategic plans for achieving budgeted occupancy by leading the leasing and marketing efforts and the leasing team. About the Company: Our client is a real estate brokerage and marketing firm that specializes in the leasing and marketing of rental properties all over the NYC tri-state area. Role & Responsibilities: • List, market, and rent available units, • Attend and participate in leasing and marketing calls/meetings, • Assist with the recruiting and interviewing of new Leasing Specialists, • Establish sales and marketing strategies to increase traffic and closing ratios, • Conduct regular marketing research and maintain thorough product and market knowledge, • Complete and submit accurate reports in a timely manner as required, • Lead the team in the preparation and accurate maintenance of all leasing paperwork, • Conduct audits as needed to ensure completion of all files and that this information is accurately represented in Yardi, • Recommend new strategies as the market evolves, • Build and maintain community relationships, • Perform various special projects and tasks as directed, • Adhere to all company policies and procedures Qualifications: • 3-5 years’ experience in as a Leasing Manager in Luxury Apartment Rentals preferred; Lease up experience is a plus; knowledge of the Westchester and New Rochelle markets is a plus, • Yardi software experience a plus, • Outgoing, dynamic personality, willingness to engage the team. Ability to train, motivate and develop team members. Goal oriented. Ability to work independently and lead a group, • Must be licensed in the State of New York (Real Estate) Compensation $75,000 - $80,000 base salary plus commissions on all rentals

Job Description M-F IN PERSON ONLY We are seeking an Entry Level B2B Sales Consultant to join our team! You will resolve customer questions and offer solutions to drive company revenue. Responsibilities: • Present and sell company products and services to new and existing customers, • Prospect and contact potential customers, • Reach agreed upon sales targets by the deadline, • Resolve customer inquiries and complaints, • Set follow-up appointments to keep customers aware of latest developments, • Create sales material to present to customers Qualifications: • Previous experience in sales, customer service, or other related fields, • Familiarity with CRM platforms, • Ability to build rapport with clients, • Strong negotiation skills, • Deadline and detail-oriented\nCompany Description At the request of our premier technology clients, Dostal Consulting Group opened in PA. We are a dynamic business development and sales firm that focuses on bridging the gap between our clients and business customers. Dostal Consulting Groups core strengths are in communication and leadership development. What makes Dostal Consulting Group unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach. At the request of our premier technology clients, Dostal Consulting Group opened in PA. We are a dynamic business development and sales firm that focuses on bridging the gap between our clients and business customers. Dostal Consulting Groups core strengths are in communication and leadership development.\r\n\r\nWhat makes Dostal Consulting Group unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach.

Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence."Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.Today, the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance & Monoline Excess. The company is an equal employment opportunity employer. Responsibilities The President is responsible for the successful management of virtually all aspects of the specific “stand alone” Operating Unit. S/he provides leadership and direction to the entire team including dedicated underwriting, claims, actuarial, marketing, technology and finance and is expected to develop and execute strategies that deliver high risk-adjusted financial returns and growth in favorable situations while managing risk. S/he understands, is passionate about and serves as role model for the core cultural norms of W. R. Berkley Corporation including dedication to integrity, honesty and the highest level of business ethics. Key functions include, but are not limited to:Drive shareholder value through appropriate risk-adjusted returns.Leverage the successful attributes of the Berkley Company while developing new strategies to further the Company’s growth and profitability.Assess the organizational structure and hiring requirements to align with both the current and future needs of the business.Report regularly to the EVP and more formally on a quarterly basis to parent company CEO and President, Chief Financial Officer, and its Chief Actuary.Set and drive strategic and operational objectives towards achievable short-term successes while making progress towards long-term goals.Continually monitor objectives for financial returns, risk management, marketing and competitive advantages.Position the Company within the market as preferred partner.Inspire the team to be creative when leveraging their knowledge of the business and engage in exploring and experimenting with the opportunities for the business in the future.Drive underwriting excellence through a high level of engagement in the business, data and analytics, and regular communication throughout the Company.Ensure the achievement of continued profitability, growth and operational efficiencies through managing the business, underwriting profitability, claims and expenses.Create a culture consistent within the greater organization for teams that excel in their industry knowledge, take pride in their ownership of the business and strive for delivering value to their stakeholders.Must be willing to work from the Operating Unit headquarters office on a daily basis. Qualifications Minimum of 20 years of commercial lines underwriting experience.BA/BS degree requiredPrior demonstrated success creating, presenting and executing on a strategy that built profitable and growth-oriented commercial lines underwriting businesses.Understands the importance of a strong value proposition and knows how to appropriately leverage niche distribution relationships.Possesses a sharp, rigorous thought process and can effectively translate vision creating logical connections for others between the dynamics of market realities, goals, strategy, tactics and results.Demonstrated success in getting groups to work together, expecting others to be responsible for their actions and moving teams from current to future state capitalizing on innovation. A self-starter who thrives in results-oriented and entrepreneurial environments.A non-political player who can by virtue of background, experience and approach be immediately credible with both internal and external constituents including industry peers, distribution networks, brokers and customersNaturally competitive externally while being collaborative internally and whose words, tone and actions will set the bar for others to follow.Track record of being highly attentive to operational and financial details, well organized and a disciplined planner with solid communication skills.Able to effectively listen and then drive for efficiency of decision making vs. creating bureaucracy.An entrepreneurial mindset with a strong balance of both strategic and operating skills. Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. Sponsorship Details Sponsorship not Offered for this Role Job SummaryID: 2025-12689Date Posted: 1 year ago(8/7/2025 10:13 AM)Company: WRBC Support ServicesPrimary Location: US-CT-GreenwichCategory: Executive/President

Greenwich, Connecticut, United States; New York, New York, United States About the Role iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital's growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm. Responsibilities • Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers., • Consistently meet or exceed an annual revenue quota of $1.15M., • Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, Investor Relations., • Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities., • Keep meticulous records of all activities in the CRM to ensure predictable and accurate forecasting., • Collaborate with Marketing Development and Customer Success to provide a seamless customer experience. Qualifications • 1-3 years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment, • Track record of consistently meeting or exceeding an annual quota of $500k+, • Experience or a strong desire to work within a structured sales process (i.e. using methodologies like BANT or MEDDIC), • A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions, • Data-driven, process-oriented, and able to view metrics and CRM as essential tools for success, • Values clarity, accountability, and a collaborative, results-oriented culture, • Balances speed and quality, prioritizing timely feedback and continuous improvement, • Experience selling to fund managers, legal counsel, or fund administrators Benefits The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Staff Accountants work closely with others in the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Staff Accountant provides basic accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Completes routine accounting and tax related assignments with supervision. Other reasonable duties as assigned. ESSENTIAL FUNCTIONS In general, approximately 80% - 85% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing)., 2. Preparation of financial statements, 3. Prepare federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits., 4. Prepare any other governmental filing as necessary, 5. Perform basic accounting functions including bookkeeping, and reconciliations, 6. Build communication skills with internal teams, management and clients, 7. In-house special projects The remaining 15% - 20% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training., 2. Networking; development of personal marketing plan, 3. In-house projects (committees, working groups, etc.) Outside of your normal job responsibilities if necessary you will devote significant efforts towards obtaining a CPA certificate. MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. 150 relevant Credit Hours (As required for the CPA Exam) and should be on the CPA career track with basic knowledge of accounting concepts. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a clients management. Efficient knowledge of Excel is required. The Staff Accountant works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 58500-68000 Yearly Salary PI9b6e662b706a-26289-37167720

Sompo has a unique opportunity for a Sr. Claims Counsel, Lawyers Professional Liability in our North America Insurance Claims team. Location: This position will be based out of our New York, NY, Garden City, NY, Purchase, NY, Chicago, IL or Morristown, NJ office location. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you'll be doing: • Manage a full caseload of Professional Liability claims, primarily Lawyers Professional Liability matters, and make substantive claim decisions., • Review loss notices, claims documents, and policy language to determine coverage, liability, exposure, and appropriate reserves., • Provide complex coverage, liability, and damages analysis for Lawyers Professional Liability claims and other lines of business as needed., • Identify claim trends and emerging exposures, and report them accurately and timely to underwriting and management., • Support underwriting and other internal teams through legal review, policy drafting, and cross-functional communication., • Contribute to the Global Claims Team through collaboration on projects, industry engagement, complex claims support, and travel as needed. What you'll bring: • Law degree required, with 37 years of progressively responsible experience in Lawyers Professional Liability claims handling or related litigation., • Experience at both a law firm and an insurance carrier is preferred, along with pursuit of an insurance designation such as RPLU or CPCU., • Proven experience handling complex, high-profile, high-exposure Lawyers Professional Liability claims, including evaluation, negotiation, and settlement., • Meaningful legal review and policy drafting experience, with the ability to build strong working relationships across departments such as underwriting and actuarial., • Strong negotiation, analytical, written, organizational, marketing, communication, mediation, and computer skills, including MS Office and claims systems such as Guidewire, Genius, and ImageRight. Salary Range: $125,000 $175,000. Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience. At Sompo, we recognize that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees. Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance. We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents. Below is a summary of our current comprehensive U.S. benefit programs: • Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution, • Pharmacy benefits with mail order options, • Dental benefits including orthodontia benefits for adults and children, • Vision benefits, • Health Care & Dependent Care Flexible Spending Accounts, • Company-paid Life & AD&D benefits, including the option to purchase Supplemental life coverage for employee, spouse & children, • Company-paid Disability benefits with very competitive salary continuation payments, • 401(k) Retirement Savings Plan with competitive employer contributions, • Competitive paid-time-off programs, including company-paid holidays, • Competitive Parental Leave Benefits & Adoption Assistance program, • Employee Assistance Program, • Tax-Free Commuter Benefit, • Tuition Reimbursement & Professional Qualification benefits Who we are and what we stand for: At Sompo, our shared purpose is to create meaningful value for clients, communities, and each other. We strive to foster a workplace where everyone feels respected, included, and empowered to excel. As a global organization, we embrace diversity and champion equal opportunity. Guided by our core valuesAccountability, Agility, Collaboration, Development, and Integritywe build trust and support one another to achieve our goals worldwide. Life at Sompo Our values come to life in how we hire and grow talent. Employment decisions are based on qualifications, merit, and organizational need, and we strive to ensure equitable access to opportunities so everyone can do their best work. If you need an accommodation for any part of the application process, please contact the recruiter in charge.

About the RoleiCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales. This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams. ResponsibilitiesLead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams. Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence. Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends. Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience. Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity. Create and maintain active SWOT documentation for each key client and establish routines to support each relationship. Develop key client collateral, independent of or in partnership with iCapital’s Marketing team to support our field-based sales efforts. Document all client focused activities via CRM (Salesforce). Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels. Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention. Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms. Qualifications10+ years of experience placing complex products with RIAs and Independent firms Bachelor’s degree is required Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan Strong sales skills, with history in a consultative sales process Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives Excellent verbal and written communication and strong presentation skills Series 7 and 63 licenses are required Willingness to travel up to 50% of the time for key client support and business development activities BenefitsThe base salary range for this role is $160,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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 Industry Specialized Program for Select Commercial Insurance Sales Producer is a comprehensive sales and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm and under in sales). In addition to cross-selling referrals from other internal business units, this role is expected to establish additional wins through an assigned book of qualified prospects within an industry specialization, Construction, Commercial Real Estate, Healthcare or Industrial. The Industry Specialized Program is designed to develop insurance industry knowledge, obtain insurance licensing, and focus on outside sales opportunities while leveraging current industry knowledge. Primary responsibilities include achieving new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm, creating positive synergy and pursuing cross-selling opportunities with other practices to meet revenue growth targets, generating sufficient new business leads and first appointment activity volume, demonstrating the ability to identify and overcome sales obstacles on a prospect-specific basis, demonstrating proficiency in the discovery process and promoting USI's competitive differentiation, demonstrating the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer, developing relationships and achieving new business goals within a specific industry specialization, systematically using CRM to support sales processes, attending and actively participating in USI Industry Specialized Program, USI University and USI Select ONE Academy, obtaining proper insurance licensing through the Industry Specialized Program and independent study, successfully developing and deploying sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace, positively and proactively representing USI in meetings, seminars, trade shows and networking events, and working collaboratively with the account management team and national/regional resources to maximize results. Knowledge, skills, and abilities include 3-5 years of experience in related business to business sales experience, including calling on senior executives and a track record of financial success, current sales success within one of the following industries: Construction, Commercial Real Estate, Healthcare or Industrial, being a personable, highly motivated, goal-oriented, and organized individual that is driven to achieve individual sales goals, superior written and verbal communication and presentation skills, excellent organization and follow-up skills, excellent listening skills with a strong customer focus, good teamwork skills with an ability to work with minimum supervision, understanding and committing to mutual objectives of the Select Commercial Insurance Practice and Regional Office, ability to work with senior level-management and have a top-level executive presence, and a college degree preferred. 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. Pathways to Promotion USI sales associates are equipped with an industry-leading sales training program called USI ONE Academy, focusing on the understanding, messaging, and articulation of USI's technical solutions. Our Executive Series program features industry articles, videos, and tools to promote meaningful conversations with prospects and clients, and our internal networking and mentoring programs help establish a strong foundation of professional development. These tools and resources set you up for success, and the average promotion timeline from small business sales to middle market is 12-36 months. 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 committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time. Salary Range $75,000 - $90,000

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence.As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk.Job Responsibilities: Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a TeamServes as Trusted Advisor through understanding the client’s needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bankLeverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identifiedBuilds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIsEngages in a disciplined relationship development process and manages quality call activities. Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and ProformasLeads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service optionsRequired Qualifications, Capabilities and SkillsMinimum 7 years’ experience in Cash Management/Treasury Services or related business experience Excellent relationship management and business development/sales skillsExcellent/strong selling and negotiation skillsExcellent/strong verbal and written communication skills; Excellent/strong presentation skillsMaintain strong time management, organizational and planning skillsStrategic thinking skillsPreferred qualifications, capabilities and skillsBachelor’s Degree in Finance or related fieldCertified Treasury Professional certified, or has ability to obtain certificationChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term. Full timePosting Date: 2026-09-09

About the RoleiCapital is looking to hire a Data, Technology and IP Attorney to join the Legal team with a focus on contracts and commercial matters. The ideal candidate can work across all functions, help manage external contractual relationships, and supervise outside counsel. You’ll work closely with a variety of teams, including Sales, Partnerships, Technology, Product and Regulatory Compliance. This is a role for an intellectually curious quick-thinker, capable of assessing nuanced risks in the context of business objectives and providing easily understood, actionable advice. This role will work closely with both our Head of Legal for Data, Technology and IP and other attorneys within our Legal and Regulatory Compliance groups.ResponsibilitiesDraft and review complex, technology-driven client engagement agreements.Develop and implement standard client form documentation and leverage contract lifecycle management solutions to improve efficiency and consistency of client and vendor agreements.Take a leadership role in AI governance, including monitoring and applying evolving global AI rules, partnering with internal practice or engineering teams to test generative tools, build legal prompt frameworks, redesign operational processes, and evaluate AI system outputs for bias, security vulnerabilities, and intellectual property infringement.Draft and review a variety of general corporate agreements related to human resources, finance, marketing, real estate, facilities, and alternative investments.Draft and review various contracts, non-disclosure agreements, and other legal documentation.Assist with legal aspects of strategic corporate development initiatives.Perform ad hoc research projects.Qualifications5+ years of relevant experience within a top-tier law firm and/or in-house at a technology or financial services firm, or within a related industryMember in good standing of New York Bar or another state or jurisdictionStrong interpersonal and leadership skillsWillingness to learn new topics and work in an evolving business environmentHigh level of integrityOrganized and detailed oriented with big picture capabilityPractical understanding of machine learning architecture, cloud infrastructure, APIs, and tech platformsBenefitsThe base salary range for this role is $160,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Greenwich, Connecticut, United States iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm's technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital's largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm's strategy and solutions in the structured investments market. • Support the management of relationships with iCapital's issuing partners, serving as a key point of contact coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests., • Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform., • Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities., • Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions., • Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail., • Collaborate with teams across the firm including Product, Engineering, Legal, Marketing, and Compliance to deliver a robust, well-supported platform solution and drive process improvement., • Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line., • Bachelor's degree is required, • 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry, • Experience working with or covering structured products is a plus, • Strong analytical and problem-solving skills and a high level of attention to detail, • Strong written and verbal communication skills, • Able to successfully operate in a fast-paced environment, • Strategic mindset and able to work independently, • Demonstrated client service skills with stakeholders and clients, • Excellent organizational skills, • Desire to work in a cross-functional and collaborative environment, • Proficient in Microsoft Suite (Excel, PowerPoint, Word), • Series 7 and 63 certifications are required or obtained within 90 days of hire The base salary range for this role is $170,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Amalgamated Life Insurance Company provides Life Insurance, Accident, Disability, Stop Loss and Voluntary/Worksite sales to both Taft-Hartley and Non Taft-Hartley. The Amalgamated Life Voluntary Benefits Sales Consultant will plan and carry out sales and marketing activities that will develop and increase sales of the Voluntary/Worksite suite of products and services of Amalgamated Life Insurance Company. The position will partner closely with Amalgamated Life Insurance Company Sales Executives along with outside brokers, consultants, enrollment firms, Fund Trustees and Administrators to manage new sales opportunities both in and outside of the Taft-Hartley segment. The Voluntary Benefits Sales Consultant will see a sale through the entire life cycle, from proposal to implementation. The position will work with the Assistant Vice President, Voluntary/Worksite Sales to recommend short and long term sales strategies for the organization as well as possible enhancements to the company's service offerings and new product development. • Manage business relationships with clients, brokers, consultants, enrollment firms, Fund Trustees and Administrators and Trustees for Voluntary/Worksite products, • Set target dates and execute on Voluntary/Worksite sales plans for all top tier brokers, consultants, enrollment firms and clients, • Use sales and negotiation strategies to expand current relationship and achieve stated revenue targets through up-selling additional Amalgamated Life affiliate products and services, • Identify untapped consultants, brokers, enrollment firms and clients to aggressively pursue, quote and sell from this contact group, • Monitor and report on market and competitor activities and provide relevant reports and information, • Use customer and prospect contact activities tools and systems, and update relevant information held in these systems (i.e. Salesforce.com), • Establish and maintain strong internal relationships with Amalgamated Life Sales Executives, Enrollment Administrator, Underwriting, Account and Service Management, Implementation, Eligibility, Premium Billing, Customer Service, Claim Services and other areas, • Support the implementation manager and account executives in the installation of new cases, • Bachelor's degree, • 3 years' experience or more in either Voluntary/Worksite sales and/or Group Insurance sales including life, accident, disability and stop loss, • Existing Non Taft-Hartley broker/consultant and enrollment firm relationships, • Experience with Salesforce.com preferred, • Life and Health Insurance license required, • Proven sales performance, • Demonstrated negotiation skills, • Thorough knowledge and relationships in the Voluntary/Worksite market, • Ability to build long term relationships with Taft-Hartley and Non Taft-Hartley brokers, consultants, enrollment firms, employers, Fund Trustees and Administrators, • Superior presentation skills, • Excellent verbal and written communication skills, • Excellent organizational skills

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

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: • Responsible for supervision of VEAs including managing their training and development, • Monitor on-site performance, behavior and general policy adherence, • Develop effective teams, providing consistent leadership and assuming accountability for results, • Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity, • Coach and develop team members to improve their performance across all metrics, • As needed, create performance improvement plans for underperforming VEAs, • Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary, • Conduct regular team meetings to pass along best practices and share ideas, • Understanding and knowledge across all VEA services and offerings, • In partnership with the VEA Relationship Manager, conduct performance reviews, • Stay organized, focused, and highly disciplined, • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: • Bachelor's degree or equivalent experience, • Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field, • Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged., • Previous management experience required, • Excellent written, verbal and presentation communication skills, • Possess exemplary organization and time-management skills, • Expert knowledge of PC, MS Office and internet applications, • Self-starter, must be able to work independently, be flexible and detail-oriented, • Be authorized to work in the US without durational restrictions, • Successfully complete background check and pre-employment assessments Expected base pay rates for the role will be between $110,000 and $180,000 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.

Job Description Who We Are: We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people! Who You Are: You are talented, outgoing, organized and have some previous administrative experience. You preferably have experience working in financial services. You are so much more than an “assistant”. You are the face and the voice and written word that makes an important impression on our team’s prospects and clients. You realize how important it is to use the right words on the phone and to draft clear, concise, accurate written communications to clients. You play an important role in growing our business. You are comfortable making phone calls to book meetings with existing clients that you get to know and who trust you. While you have a passion for the core work you do, you also enjoy assisting on occasional marketing projects and social/web initiatives. Above all else you embrace a fast-paced work day with big to-do list and multiple priorities. Responsibilities will initially include: • Answering phones and directing calls, • Email management and response, • Appointment scheduling via phone and e-mail, • Management of multiple advisor calendars, • Documenting information in client management system through TaxDome CRM, • Implementing and executing a tiered client service model Salary: $60,000 plus performance bonus (Up to 20% realistic bonus potential) (one-two years experience) This role is directly hired by The SKG Team at Barnum Financial Group Requirements • At least one year industry experience preferred, • Two years administrative experience required, • Bachelor's Degree preferred Associate's Degree required, • Experience in Microsoft Office required (excel/word/outlook), • Salesforce CRM or TaxDome experience ideal, • Experience in accounting firm preferred Benefits • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance

Description We are looking for a Bookkeeper to join a growing real estate organization in White Plains, New York. This position supports daily accounting activity across a property portfolio by keeping financial information accurate, organized, and up to date. The right candidate brings hands-on experience with property-related accounting workflows, strong attention to detail, and the ability to manage multiple priorities in a fast-moving environment. Responsibilities: - Maintain complete and accurate financial records for multiple properties, ensuring all transactions are recorded in a timely manner. - Process invoices, vendor payments, tenant charges, and incoming receipts while supporting both accounts payable and accounts receivable activities. - Reconcile bank accounts and other balance sheet accounts regularly to identify discrepancies and keep records aligned. - Assist with month-end close by preparing supporting schedules, reviewing account activity, and helping finalize financial data. - Use Yardi and other accounting tools to manage bookkeeping tasks, produce reports, and support day-to-day financial operations. - Partner with internal stakeholders to track property-level financial activity and help maintain organized accounting documentation. - Review accounting entries for accuracy and follow up on missing or inconsistent information to support clean reporting. - Contribute to special accounting projects and process-related tasks as needed within the finance function. Requirements - Detail-oriented experience in bookkeeping, preferably within real estate, property management, or a related industry. - Working knowledge of Yardi for accounting or property management financial processes. - Familiarity with QuickBooks and core bookkeeping practices across general ledger activity. - Experience handling accounts payable, accounts receivable, and routine bank reconciliations. - Strong attention to detail with the ability to manage financial data accurately and consistently. - Comfortable working in a deadline-driven environment with changing priorities. - Effective communication skills and the ability to collaborate with team members across departments. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Description We are seeking an experienced Executive Assistant with legal experience to provide high-level support in a fast-paced environment in Tarrytown, New York. This Long-term Contract opportunity is ideal for a professional who excels at managing complex schedules, coordinating travel, and supporting executives within a legal or highly regulated setting. The role requires strong judgment, exceptional attention to detail, discretion when handling confidential information, and the flexibility to respond to time-sensitive scheduling updates, including occasional after-hours adjustments. Responsibilities: + Oversee and maintain an executive calendar, ensuring meetings, priorities, and schedule changes are managed accurately and efficiently. + Arrange domestic and international travel plans, including itineraries, transportation, lodging, and related logistics. + Coordinate executive meetings by preparing schedules, confirming attendance, and ensuring all details are in place. + Serve as a central point of coordination for scheduling updates, responding promptly to changes and urgent requests when needed. + Support day-to-day executive operations by tracking commitments, resolving scheduling conflicts, and keeping activities well organized. + Facilitate communication across internal and external stakeholders, including legal professionals, to ensure appointments, meetings, and travel plans run smoothly. + Assist with legal administrative functions such as preparing correspondence, managing confidential legal documents, maintaining files, and coordinating meetings related to legal matters. Requirements Requirements: + Proven experience supporting C-level executives or senior leadership in a fast-paced professional environment within a legal setting. + Strong background managing complex executive calendars, prioritizing competing demands, and handling confidential information with discretion. + Demonstrated experience coordinating domestic and international travel arrangements with exceptional attention to detail. + Ability to organize executive and legal-related meetings, manage scheduling logistics, and coordinate with internal and external stakeholders. + Experience handling legal correspondence, document management, records retention, or other legal administrative support functions. + Excellent organizational skills with the ability to anticipate needs, manage multiple priorities, and maintain accuracy under tight deadlines. + Flexibility to accommodate occasional after-hours scheduling updates and time-sensitive requests. + Strong written and verbal communication skills with a professional, polished approach when interacting with executives, attorneys, clients, and business partners. TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Description Position Summary A boutique financial services firm in Greenwich, CT is seeking a highly organized, proactive, and polished Executive Assistant to provide high-level administrative support to senior members of the firm. This individual will serve as a trusted partner to the executive team, managing complex schedules, coordinating meetings and travel, facilitating communication, and ensuring executives are prepared for internal and external engagements. The ideal candidate thrives in a fast-paced, entrepreneurial environment and is comfortable managing multiple priorities with a high degree of urgency, discretion, and attention to detail. This individual must be able to anticipate needs, exercise sound judgment, and interact professionally with senior executives, clients, investors, and other external stakeholders. Key Responsibilities + Manage complex and frequently changing executive calendars, including internal meetings, client meetings, investor calls, and external engagements. + Coordinate meetings across multiple executives, organizations, and time zones while proactively identifying and resolving scheduling conflicts. + Arrange domestic and international travel, including flights, hotels, ground transportation, itineraries, and last-minute changes. + Prepare executives for meetings by coordinating schedules, materials, logistics, and relevant information in advance. + Serve as a professional point of contact between executives and clients, investors, business partners, and other external stakeholders. + Monitor scheduling and communications to ensure important requests, meetings, and follow-up items are addressed promptly. + Coordinate conference calls, virtual meetings, client meetings, dinners, and other business events. + Prepare and process expense reports, invoices, and other administrative documentation. + Assist with the preparation, formatting, and distribution of presentations, correspondence, meeting materials, and other documents. + Maintain highly confidential business, client, transaction, and personnel information with exceptional discretion. + Track priorities, deadlines, and follow-up items on behalf of executives and proactively communicate outstanding action items. + Coordinate with internal team members and outside parties to support the smooth execution of meetings, transactions, and firm initiatives. + Assist with special projects and broader administrative or operational needs as the firm continues to grow. + Anticipate executive needs and proactively resolve scheduling, logistical, and administrative issues before they arise. Requirements Qualifications + 5+ years of Executive Assistant or senior administrative experience supporting senior executives. + Experience within financial services, investment banking, private equity, private credit, asset management, or a similar professional services environment strongly preferred. + Demonstrated experience managing complex calendars and scheduling across multiple time zones. + Experience coordinating detailed domestic and international travel arrangements. + Exceptional organizational skills with strong attention to detail and follow-through. + Ability to prioritize competing demands and adjust quickly as priorities change. + High level of professionalism, discretion, and sound judgment when handling sensitive or confidential information. + Strong written and verbal communication skills with the ability to interact confidently with senior-level internal and external stakeholders. + Advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint. + Self-directed, resourceful, and comfortable working in a lean, entrepreneurial environment. + Ability to remain compose Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

We are a vibrant, busy, and growing full-service law firm looking to add a Marketing Assistant to support marketing, communications, events, business development, and brand-building initiatives in our White Plains office. The candidate will provide administrative and marketing support to the White P

Greenwich, Connecticut, United States About the Role iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships. Responsibilities • Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity., • Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity., • Deliver a compelling, concise platform introduction tailored to each advisor's practice., • Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints., • Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits., • Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone., • Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences., • Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations., • Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms., • Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities., • Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs., • Track and report weekly on call activity, field meetings, registration progress, and conversion metrics., • Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity., • Maintain complete, accurate CRM records for every advisor in your territory., • Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time., • Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams. Qualifications • Bachelor's degree in finance, business, economics, or a related field, • 36+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred, • Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously, • FINRA Series 7 and Series 63 licenses are required, • Strong verbal and written communication skills; polished, professional presence in both phone and in-person settings, • Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent), • Willingness and able to travel within assigned territory (estimated 2540% travel), • Self-directed with strong organizational skills and the ability to manage competing inside and field priorities, • Knowledge of alternative investments, • Experience selling into or supporting RIAs and independent broker-dealers networks, • Track record of converting phone-initiated relationships into productive in-person sales meetings Benefits The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practiceDemonstrate a deep understanding of financial markets and sound business judgementExhibit unwavering integrity that points toward doing right by clients at every opportunityFoster a client-centric planning process and ensure implementation of financial planning strategiesAttend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clientsDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning softwareProvide a holistic view of clients’ needs and financial coaching beyond investmentsDevelop and implement marketing strategy including social media, client-specific presentation materials, and hosting client eventsEmbrace digital innovations to help clients become more digitally confident and bank when, where, and how they wantChampion and support your teammates’ success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teamsRequired qualifications, capabilities, and skillsA minimum of 4 years of financial services experienceDemonstrated success in cultivating and maintaining client relationships, and integrating with key partnersDemonstrated ability and commitment to goals-based planning and adviceDemonstrated understanding of investment products and servicesUnderstanding of market performance and market trends Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism. A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employmentPreferred qualifications, capabilities, and skillsCertified Financial Planning (CFP) or Wealth Management Certified Planner (WMCP) certification is preferredBachelor’s degree preferredINVESTMENT AND INSURANCE PRODUCTS ARE:• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. Full timePosting Date: 2026-09-02

About the RoleiCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives. This role will support the Team Lead with developing the roll-out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.ResponsibilitiesAs a member of the Research and Due Diligence team, you will focus on:Understand the construction, positioning, and investment rationale of custom and marketplace modelsConfidently articulate model design, use cases, and evolution—particularly as models incorporate alternativesPartner with Private Wealth Solutions (PWS) to support sales and marketing of:Custom model portfolios already launched and currently in developmentMarketplace models available on the platformCollaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategiesAct as the primary sales-facing resource focused on model portfolios, including:Engaging advisors in model-related discussionsAddressing questions on portfolio construction, positioning, and implementationDifferentiating our models versus competing solutionsCollaborate with internal teams to execute proactive advisor engagement strategies, including:Targeted outbound calling campaigns using home office–provided dataFollow-up on advisor activity and interest in iCapital supported custom and MarketplacePartner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:Provide data and intelligence on priority advisorsSupport and endorse direct sales campaignsPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including:Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plansCoordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementationProvide structured feedback from advisor conversations to inform:Future custom model launchesEnhancements to existing models and sales messagingQualificationsBachelor’s degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles. Exposure to alternative investments and/or model portfolios is preferredStrong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plusFamiliar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environmentsStrong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clientsDemonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environmentBenefitsThe base salary range for this role is $155,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

National Accounts - Vice President. Capital is looking to hire a Vice President to join the Alternatives Distribution team. The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. Job Responsibilities: • Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results Individually and as a Team, • Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank, • Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified, • Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers, • Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs, • Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas, • Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills • Minimum 7 years' experience in Cash Management/Treasury Services or related business experience, • Excellent relationship management and business development/sales skills, • Excellent/strong selling and negotiation skills, • Excellent/strong verbal and written communication skills; Excellent/strong presentation skills, • Maintain strong time management, organizational and planning skills, • Strategic thinking skills Preferred qualifications, capabilities and skills • Bachelor's Degree in Finance or related field, • Certified Treasury Professional certified, or has ability to obtain certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Job Description Woodard & Curran is an employee-owned engineering, science, and operations firm dedicated to clean water, a safe environment, healthy communities, and happy people. We foster an inclusive, collaborative culture that supports professional growth, flexibility, and meaningful work, empowering our employees to make a lasting 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 Woodard & Curran offers a comprehensive benefits package. For more information about our benefits & workplace policies visit Benefit & Policy Information - Woodard & Curran. E-Verify Participation: Woodard & Curran participates in E-Verify to confirm the employment eligibility of all newly hired employees. As part of this process, we provide access to the Right to Work & E-Verify postings. 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. Equal Employment Opportunity Policy Workplace Discrimination is Illegal Posting Woodard & Curran Terms of Use Woodard & Curran Privacy Statement Text Messaging: To support an efficient hiring process, we may send brief SMS updates or reminders. You may opt out at any time by replying “STOP.” Unsolicited agency submissions without a signed agreement are not eligible for referral fees. 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 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 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 Introduction Axtria is a leading global provider of cloud software and data analytics to the Life Sciences industry. We help Life Sciences companies transform the product commercialization journey to drive sales growth and improve healthcare outcomes for patients. We are acutely aware that our work impacts millions of patients and lead passionately to improve their lives. Since our founding in 2010, innovation has been our winning differentiation, and we continue to leapfrog competition with platforms that deploy Artificial Intelligence and Machine Learning. Our cloud-based platforms - Axtria DataMax™, Axtria InsightsIQ™, Axtria SalesIQ™, and Axtria MarketingIQ™ - enable clients to efficiently manage data, leverage data science to deliver insights for sales and marketing planning, and manage end-to-end commercial operations. We work with over 100 Life Sciences companies, many with multiple engagements globally across 75+ countries. We continue to win industry recognition for growth and are featured in some of the most aspirational lists – INC 5000, Deloitte FAST 500TM, NJBiz FAST 50, SmartCEO Future 50, Red Herring 100, and several other growth and technology awards. Axtria is looking for exceptional talent to join our rapidly growing global team. People are our biggest perk! Axtria is recognized for its organizational culture in both US and India, including certification by the Great Place to Work® Institute. Our transparent and collaborative culture offers a chance to work with some of the brightest minds in the industry. Axtria Institute, our in-house university, offers the best training in the industry and an opportunity to learn in a structured environment. A customized career progression plan ensures every Axtrian is setup for success and able to do meaningful work in a fun environment. We want our legacy to be the leaders we produce for the industry. Will you be next? Job Description: We are hiring for Client Partner with a capability for helping life sciences companies solve problems with a combination of Axtria’s consulting expertise, world-class processes, and innovative cloud platforms. Successful candidates will have the demonstrated ability to build personal relationships with VPs+, create strategies and write good content to win large engagements, and have a track record of winning over new clients/stakeholders. Responsibilities: The position will be directly responsible for: • Client Relationship Management, • Development of Account Strategy, • Account Planning, • Crafting innovative solutions and new go-to market strategies, • Client success advocate across all projects for assigned clients, • Generating and managing revenue forecasts Required Skills/Experience • A minimum of 7-10+ years of experience at a top consulting/technology services firm, • Life Science/Pharmaceutical/Biotechnology industry experience is a must, • Ability to interact with client leadership as well as Axtria management at senior levels, • Strong consulting skillset, with ability to “white board” solutions to meet client challenges, • Solid track record working with multiple globally dispersed teams facing complex assignments, • Well versed in delivery excellence and understanding of attributes matrixed delivery teams to proactively manage client expectations and demonstrate value, • Proven ability to contribute to new business development, building account plans, lead generation, and responding to proposals, • MBA or relevant advanced degree required from a top university Logistics and Location: • We are hiring for a NY/NJ based individual that can be onsite with clients in CT & NY. This is a hybrid work dynamic with most time spent onsite with the client, • U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. Pay Transparency Laws Salary range or hourly pay range for the position The salary range for this position is $157,600 to $205,425 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. The salary range reflected is based on a primary work location of Berkeley Heights, New Jersey. The actual salary may vary for applicants in a different geographic location. #LI-MHT1 Powered by JazzHR kJqJ2XqhmK

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 seeking a highly motivated and customer-focused Residential Property Handyperson to join our vibrant team and contribute to the overall maintenance, satisfaction and well-being of our residents. The ideal candidate will be proficient in a variety of repair and maintenance tasks, contributing to the overall well-being of the property and ensuring a safe and comfortable environment for residents. Essential Functions • Perform routine maintenance and repairs on residential units, including plumbing, electrical, HVAC, appliance repair, and carpentry tasks., • Address minor HVAC issues, Inspect, troubleshoot, and repair household appliances to ensure functionality and safety and collaborate with specialized technicians for major repairs. Coordinate with vendors for appliance replacements when necessary., • Paint and complete drywall repairs to maintain a fresh and appealing appearance throughout the property., • Repair and replace flooring materials as needed, ensuring a safe and aesthetically pleasing environment., • Perform routine maintenance on units in preparation of apartment turns, and maintain maintenance shop, including related inventory of supplies., • Conduct regular safety inspections, identifying and addressing potential hazards promptly., • Be available for on-call duties and respond to emergency maintenance requests outside regular working hours., • Comply with workplace safety and OSHA regulations., • 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. Qualifications • High School diploma or equivalent and / or previous experience in a handyman capacity is preferred., • Knowledge of safety protocols, building codes and utilization of related machinery and tools is required., • Strong problem-solving skills and attention to detail., • Currently possesses EPA 608 Universal technical certification, S12, S13, S95, P99 or capable of obtaining the required certifications., • Proficient in computer operations, particularly skilled in using Microsoft Office and Yardi software., • Work authorization (required)Hourly pay range - $25 - $28 Powered by JazzHR QK1qxZaybO

Job DescriptionCompany Description At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact. Job Description We are looking for an experienced, highly organized Business Operations Coordinator to keep the firm running well and to own the operating processes behind our executive team, our partner program and our business development data. This is not a traditional administrative assistant role. You will support the Managing Partner and other leaders, but you will also own areas of the business end to end. We want someone who notices what needs attention, closes the loop without being reminded, improves recurring processes and puts spare capacity to productive use. What you will own Executive scheduling and firm coordination Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions. Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders. Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized. Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional. Set up Zoom and Teams meetings, prep sessions and materials. Book in-office days and meeting space through Regus or similar providers. Run regular check-ins with leadership, maintain action lists and follow up with owners so commitments do not disappear after a meeting. Partner program operations Maintain the operating record for each software partner agreement: deal registrations, referral submissions, commission and referral revenue tracking, certification requirements and renewal dates. Maintain relationship maps of partner sales and alliance contacts, including the accounts and territories each covers. Flag to leadership when representatives from different partners are working the same target account. Coordinate partner-facing logistics: portal access, co-marketing assets, joint meeting scheduling and follow-up. Salesforce and business development data Own Salesforce data quality: keep account and contact records current, find and fix stale or inconsistent data, and drive the right person to supply missing information. Enrich accounts and contacts from conversations, public sources and partner intelligence so that account history and context live in one place. Perform account and contact research and build target lists in support of the SDR and leadership. Set up and maintain outreach lists and sequences in Mailshake for the SDR and produce simple outreach activity reporting. Maintain the firm's purchased and subscribed data sources and recommend additions or corrections. Build productive working relationships with executive assistants at clients, prospects and partners. Onboarding, offboarding and systems Own administrative onboarding for new employees and associates: first-month schedule with the manager, introductions, accounts, licenses, access and basic firm information. Be the first point of contact for new people during their initial weeks. Administer licenses and user access across Google Workspace, Zoom, Lucid, Salesforce, our ATS, Mailshake and other SaaS tools; identify unused licenses; coordinate AWS and Amazon Business account administration with the responsible engineer. Maintain the firm's access and credential inventory in the approved password manager, enforce MFA on administrative accounts, and remove access within one business day of a departure or role change. Manage Zoom cloud recordings and verify storage and delete redundant copies. Maintain naming conventions, folder structures and short written procedures so records can be found by anyone. LinkedIn, website and external providers Publish LinkedIn posts from content supplied by leadership and marketing, and keep the company page consistent and professional. Make routine WordPress updates to the website and coordinate larger changes with outside resources. Coordinate external marketing, graphics, content and legal providers: hand off assignments clearly, track open work and route completed deliverables to the right person. Presentations, spreadsheets and meeting support Build and format client-ready PowerPoint presentations from content supplied by leadership and subject-matter experts. Build and maintain Excel trackers, lists and basic analyses using formulas, filters, lookups and pivot tables. Prepare agendas for key internal meetings; attend selected meetings, capture decisions and actions, and file them in the right system. Continuous improvement and learning Continuously evaluate recurring work and implement better ways to do it, including standardization, automation and appropriate use of GenAI tools within the firm's data-handling rules. Build working knowledge of the firm's data management and consulting business so that your context and judgment improve over time. When core administrative work is under control, move capacity to partner operations, CRM enrichment, research and process improvement without waiting to be asked. Qualifications What we are looking for Several years of experience in business operations, executive support, professional-services administration, sales operations or a similarly broad coordination role, with a track record of staying long enough in prior roles to take real ownership. Demonstrated experience managing complex calendars and follow-up for executives or senior professionals. Exceptional organization and attention to detail; high responsiveness; a strong instinct to close the loop. A proactive operating style: you identify additional work, risks and improvements rather than wait to be assigned every task. Sound judgment about when to act, when to recommend and when a question genuinely needs an answer first. High integrity and discretion with confidential company, client, employee, partner and system information. A courteous, professional communication style, written and spoken, that sets a constructive tone with colleagues, candidates, clients, partners and providers. Solid PowerPoint and Excel skills. Experience with Salesforce or another CRM and a real appreciation for data quality and disciplined capture. Experience with Google Workspace and comfort learning and administering SaaS tools. Effective in a fully remote environment across countries and time zones, collaborating over Zoom, Teams and email. Curiosity, an interest in learning the data and consulting space, and a desire to become highly capable with GenAI tools. Comfortable with occasional travel or in-person meetings when there is a business reason. Helpful but not required Experience in consulting, professional services, technology, data management, legal, accounting or another client-service environment. Experience with ATS, WordPress, Zoom administration, LinkedIn company-page administration, Mailshake or similar tools. Experience supporting a software partner or channel program, or coordinating external vendors. Experience with prospect and account research. DataCatalyst is an equal opportunity employer. Employment is contingent on a background check conducted in accordance with applicable law. Additional Information What Sets Us Apart At DataCatalyst, you’re not a cog in a machine—you’re a trusted partner. Our culture is defined by: Impact-driven work: Your insights and execution shape client strategy and operational clarity. Collaborative excellence: We value respectful disagreement, diverse perspectives, and direct communication built for speed and precision. Entrepreneurial, low-bureaucracy environment: We move fast, make decisions with limited information, and rely on resourcefulness and clarity. Accelerated growth: By working alongside veteran consultants on focused, high-impact projects, you'll sharpen expertise swiftly—taking ownership and growing as a revenue-driving member of the team. Quality of Life: With our fully remote, low-travel model, you can do challenging, high-impact work without sacrificing personal priorities. We believe great consulting doesn’t require endless flights or late nights—it requires focus, autonomy, and sustainable balance. Ready to Apply? If you’re detail-obsessed, client-centric, and excited by the idea of crafting data clarity from chaos, we’d love to talk. Come help us bring trusted, high-impact data solutions to enterprises across the globe—without sacrificing balance, autonomy, or growth.

Job Description Lateral Partner: Bankruptcy, Restructuring & Creditors’ Rights Summary A prominent, full-service Mid-Atlantic law firm with an established regional footprint is seeking an experienced Bankruptcy & Restructuring Partner to expand its bankruptcy and insolvency practice in White Plains, NY. This role is well-suited for a seasoned partner specializing in debtor-side reorganizations, creditor representation, or corporate debt workouts. The position combines leading complex Chapter 11 reorganizations, bankruptcy litigation, and out-of-court restructurings with expanding the firm’s creditor-side and workout practice across the Hudson Valley and Greater New York areas. Key Details • Location: White Plains, NY (Suburban NYC Metro) / Hybrid arrangement available., • Position Level: Equity or Non-Equity Partner / Senior Counsel., • Base Compensation: $275,000 – $425,000+ USD (Commensurate with portable business and experience)., • Incentive Structure: Competitive origination and cross-selling credit, profit-sharing opportunities, and comprehensive benefits. Key Responsibilities • Insolvency & Reorganization Representation: Lead client engagements involving Chapter 11 reorganizations, Chapter 7 liquidations, Chapter 15 cross-border insolvencies, and out-of-court workouts., • Creditors' Rights & Debtor Advisory: Represent financial institutions, secured and unsecured creditors, creditors' committees, liquidation trustees, and corporate debtors in distressed situations., • Bankruptcy Litigation: Manage all phases of adversary proceedings, contested matters, stay relief motions, asset sales (Section 363), and plan confirmation hearings before U.S. Bankruptcy Courts., • Cross-Practice Collaboration: Partner with the firm's Commercial Litigation, Real Estate, Corporate/Finance, and Government Relations teams to offer comprehensive solutions for distressed assets and workout scenarios., • Practice Expansion: Utilize the firm’s multi-office network to grow your existing client base and originate new regional business. Qualifications & Experience • Education & Bar: J.D. from an accredited law school; active admission to the New York State Bar in good standing (admission to U.S. District and Bankruptcy Courts for the SDNY and EDNY required)., • Experience: 10+ years of dedicated practice in commercial bankruptcy, corporate restructuring, and bankruptcy litigation., • Portable Book of Business: A portable book of business (typically $500k–$1M+ in annual collections) is strongly preferred/required for partner consideration., • Core Competencies: Proven trial advocacy in bankruptcy court, strong negotiation skills in complex debt restructurings, and leadership experience mentoring junior talent. Firm Environment & Benefits • Dynamic full-service platform supporting cross-referrals between commercial real estate, banking/finance, and corporate practice groups., • Comprehensive benefits package including health, dental, vision, 401(k) matching, and institutional marketing support. Equal Opportunity Employer.

Job Description This position is not remote. Full time - Monday through Friday from 8:00 AM until 5 PM. At Dostal Consulting Group, we are a dynamic and fast-growing company committed to delivering exceptional products and services to our customers. We're looking for a motivated and enthusiastic individual to join our team as an Entry-Level Sales and Marketing Representative. If you're passionate about sales, marketing, and building relationships, this is the perfect opportunity to kickstart your career with a supportive and innovative team! As an Entry-Level Sales and Marketing Representative, you will play a key role in helping our sales and marketing teams grow our customer base and increase brand awareness. You will be involved in various aspects of sales and marketing, working closely with experienced professionals to execute campaigns, generate leads, and deliver outstanding customer service. Benefits: • Full training provided by our team of highly qualified industry leaders, • Company sponsored travel and learning events, • Opportunity to learn and try something new, • Gain experience using critical thinking skills, communications & public speaking, business development and client retention Responsibilities: • Present and sell company products and services to new and existing customers, • Prospect and contact potential business customers, • Reach agreed upon sales targets by the deadline, • Resolve customer inquiries and complaints and present innovative solutions, • Set follow-up appointments to keep customers aware of latest developments, • Create sales material to present to customers Qualifications: • Previous experience in sales, customer service, or other related fields preferred, • Familiarity with CRM platforms, we are willing to train, • Ability to build rapport and trusting relationships with clients, • Strong negotiation skills, • Deadline and detail-oriented If you're excited to be part of a growing company and help drive sales and marketing efforts, we'd love to hear from you! Please submit your resume for this role! Dostal Consulting Group Inc is an Equal Opportunity Employer. \nCompany Description At the request of our premier technology clients, Dostal Consulting Group opened in PA. We are a dynamic business development and sales firm that focuses on bridging the gap between our clients and business customers. Dostal Consulting Groups core strengths are in communication and leadership development. What makes Dostal Consulting Group unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach. At the request of our premier technology clients, Dostal Consulting Group opened in PA. We are a dynamic business development and sales firm that focuses on bridging the gap between our clients and business customers. Dostal Consulting Groups core strengths are in communication and leadership development.\r\n\r\nWhat makes Dostal Consulting Group unique? The answer is our mentality and drive. We know that to be the best we have to raise the bar every time we achieve our previous goal. When one target is hit, it is our responsibility to move the target. With a no-excuses mentality and positive energy, we continuously strive for excellence and results. We were established in response to a demand from large companies for a more effective direct sales and marketing approach.

Job Description Marketing Assistant Our legal team is committed to providing each client with quality counsel, innovative solutions, and personalized service. Founded in 2000, the firm offers the legal expertise of its 120+ attorneys, who have accumulated experience and problem-solving skills over decades of practice. We are a vibrant, busy, and growing full-service law firm looking to add a Marketing Assistant to support marketing, communications, events, business development, and brand-building initiatives in our White Plains office. Successful Candidate A self-starter with a strong work ethic, excellent organizational skills, and attention to detail is essential for this position. Must have strong written and oral communication skills and the ability to work professionally with attorneys, staff, vendors, clients, and firm leadership. The successful candidate must be a true team player genuinely interested in working in a supportive, collaborative, and fast-paced environment. The candidate will provide administrative and marketing support to the White Plains team and serve as a liaison to the Marketing Team. Responsibilities will include assisting with marketing materials, presentations, announcements, events, conferences, seminars, sponsorships, community activities, attorney rankings, awards, directory submissions, social media, research, and other projects designed to support the firm’s brand and business-development efforts. The candidate will help track projects, deadlines, and deliverables, maintain consistency in firm branding and messaging, and provide general administrative support to the Marketing and Business Office as needed. What you will need to have: • Bachelor’s degree in Marketing, Communications, Business, Public Relations, or a related field preferred., • 1–3 years of marketing, communications, administrative, or related professional experience preferred., • Experience in a law firm or professional services environment is a plus., • Superb writing, proofreading, and editing skills with exceptional attention to detail., • Strong organization and multitasking skills., • Demonstrated ability to be flexible and prioritize work tasks in an effective manner., • Collaborative with a can-do attitude and the ability to communicate professionally with attorneys, clients, vendors, and colleagues., • Comfortable working with all levels of business professionals, including firm leadership and colleagues across departments, in a fast-paced environment., • Proficiency in MS Office, including Word, Excel, PowerPoint, and Outlook., • Familiarity with social media platforms and digital marketing tools., • Ability to learn new technology and software quickly., • Demonstrated discretion and ability to handle confidential and sensitive information. Salary: $55k-$65k Benefits: Medical, Dental, 401K This position is based out of White Plains

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 seeking a highly motivated and customer-focused Residential Property Handyperson to join our vibrant team and contribute to the overall maintenance, satisfaction and well-being of our residents. The ideal candidate will be proficient in a variety of repair and maintenance tasks, contributing to the overall well-being of the property and ensuring a safe and comfortable environment for residents. Essential Functions • Perform routine maintenance and repairs on residential units, including plumbing, electrical, HVAC, appliance repair, and carpentry tasks., • Address minor HVAC issues, Inspect, troubleshoot, and repair household appliances to ensure functionality and safety and collaborate with specialized technicians for major repairs. Coordinate with vendors for appliance replacements when necessary., • Paint and complete drywall repairs to maintain a fresh and appealing appearance throughout the property., • Repair and replace flooring materials as needed, ensuring a safe and aesthetically pleasing environment., • Perform routine maintenance on units in preparation of apartment turns, and maintain maintenance shop, including related inventory of supplies., • Conduct regular safety inspections, identifying and addressing potential hazards promptly., • Be available for on-call duties and respond to emergency maintenance requests outside regular working hours., • Comply with workplace safety and OSHA regulations., • 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. Qualifications • High School diploma or equivalent and / or previous experience in a handyman capacity is preferred., • Knowledge of safety protocols, building codes and utilization of related machinery and tools is required., • Strong problem-solving skills and attention to detail., • Currently possesses EPA 608 Universal technical certification, S12, S13, S95, P99 or capable of obtaining the required certifications., • Proficient in computer operations, particularly skilled in using Microsoft Office and Yardi software., • Work authorization (required)Hourly pay range - $27 - $29 Powered by JazzHR 18oQzXRyz4

Rwazi operates in a high-velocity, AI-native environment where clarity, follow-through, and structured thinking are essential.The Executive Assistant supports the CEO in day-to-day executive operations — documentation, planning cadence, structured follow-ups, and internal coordination.This is a fo

Avantus is shaping the future by making reliable, low-cost clean energy a global reality.Our legacy of leadership in next generation solar energy includes developing one of the nation’s largest solar clusters and one of the first projects to beat fossil fuel prices back in 2016.Today, we are expan