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The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privil

Hunts within defined territory to prospect and win net new small to medium business customers.B2Bs are also responsible to ramp and onboard net new won accounts to further expanding our customer base.It is a high velocity sales position that levera.

An important part of the service provided by EFS includes education and guidance to Financial Advisors (FAs), branch management and issuer counsel/corporate clients on SEC rules and operational considerations. Work closely with Stock Plan Directors, Financial Advisors, Technology, Legal Department &

A leading financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients.This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice.Candidates will benefit from a com

Senior Equity Compensation Planner.Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients.The team works with UHNW clients and prospective clients on financia

This range is provided by Mavis Tire.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Mavis Tire.At Mavis, we are continuously dedicated to delivering high-quality products to our 20,000+ employees and 3,000+ co

Job Description About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. Our Sales and Marketing teams play a critical role in expanding TouchCare's impact and that's where you come in. The Role We're looking for a motivated, strategic, and people-oriented Broker Development Representative (SDR/BDR) to join our growing team. In this role, you'll be at the forefront of TouchCare's growth — driving top-of-funnel activity, building meaningful broker relationships, and converting leads into high-value opportunities for our sales organization. This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys consultative conversations, and wants to make a measurable impact on company growth. What You'll Do Prospecting & Lead Generation • Identify and engage net-new brokers through cold calling, email, social media, and industry events, • Conduct initial outreach to assess interest, fit, and opportunity potential, • Schedule discovery meetings ("demos") between qualified brokers and Sales Success Consultants (SSCs), • Maintain ongoing engagement with SQLs who are not yet ready to meet, • Capture and share broker feedback and market insights with Sales and Marketing, • Partner closely with Sales and Marketing to align outreach strategies and optimize broker engagement, • Drive qualified pipeline and support company growth by fueling sales with high-quality leads, • Contribute directly to TouchCare's revenue by generating SQLs that result in $200K+ in new annual revenue, • A confident, consultative communicator who can clearly articulate value, overcome objections, and build trust, • A self-starter with 2–5 years of sales or business development experience (B2B preferred), • Experienced across the full sales funnel — from prospecting and qualification to booking meetings, • Comfortable using CRM systems (Salesforce preferred) and tracking performance metrics, • Skilled at researching accounts, identifying decision-makers, and crafting personalized outreach, • Highly organized with the ability to manage multiple priorities and calendars, • Passionate about helping people, building relationships, and making a real impact, • Motivated by goals and performance metrics, with a track record of meeting or exceeding targets, • Professional Growth: Gain exposure to diverse accounting functions and portfolio company, • management., • Collaborative Environment: Work closely with a supportive team that values your contribution.

Job DescriptionAt our company, we believe in the power of people and the strength of purposeful brands. With a portfolio that spans across Adhesive Technologies and Consumer Brands, we drive sustainable growth through innovation, operational excellence, and financial rigor. We are seeking a Manager of Financial Planning & Analysis to join our North America finance team in Stamford, CT. This is a high-visibility role with full P&L responsibility, offering the opportunity to work at the intersection of finance and commercial strategy. You will be a key financial partner to business leadership, helping to shape decisions that drive profitable growth across our North American operations. FP&A Manager Responsibilities: • Own and manage the full P&L across assigned business units, driving accountability for revenue, gross margin, trade spend, operating expenses, and net income, • Deliver monthly P&L reporting with rigorous variance analysis vs. budget, forecast, and prior year, providing clear and actionable insights to senior leadership, • Partner with commercial and operational teams to identify and capture margin improvement opportunities, • Monitor and analyze the financial impact of pricing, mix, volume, and cost changes on overall profitability, • Lead the annual operating plan (AOP) process for North America, partnering cross-functionally to build a credible, bottoms-up financial plan, • Manage monthly rolling forecasts, integrating market dynamics, promotional activity, and supply chain inputs, • Build and maintain integrated financial models that support scenario planning, sensitivity analysis, and long-range strategic planning, • Develop and track KPIs and performance dashboards that provide timely visibility into business results, • Serve as a trusted finance business partner to North America commercial, marketing, and supply chain leadership, • Provide financial decision support for new product launches, customer negotiations, trade investment, and capital expenditures, • Conduct post-investment reviews and promotional ROI analyses to drive continuous improvement in resource allocation, • Prepare and present financial performance updates for senior leadership and global stakeholders, • Ensure accuracy and integrity of financial reporting in compliance with internal controls and corporate accounting policies, • Drive continuous improvement in FP&A processes, tools, and reporting capabilities, • Prior experience in consumer goods (CPG), retail, or a related consumer-facing industry strongly preferred, • Familiarity with trade spend management, category P&L structures, and retail customer economics, • Experience with SAP, or similar ERP/planning platforms, • Exposure to global matrix organizations and experience working with international finance teams, • Comfort operating in a fast-paced, metrics-driven environment with competing priorities

Job Description 2Bridge has been engaged in the search for a direct-hire Quant Developer for an innovative FinTech company. The company has secured a significant Series A funding round and is expanding its team. It is looking for a Senior Quant Developer to enhance its technological capabilities as it scales. Role Summary: You'll play a crucial role in developing quantitative models and algorithms vital for the company’s financial products and services. Compensation and Benefits: Our client offers Total Compensation between 250,000 and 350,000, split between a base and performance-based bonus. For the right person, there is potential for equity. They also offer a comprehensive benefits package including Medical, Dental, Vision, 401k, 24 days PTO, and all NYSE Holidays, Etc. This is as hybrid role, onsite, one day a week, in one of their offices in either NYC or Stamford. Responsibilities: • Develop and enhance quantitative models and algorithms for performance and scalability., • Collaborate with teams to integrate quantitative solutions into broader system architectures., • Validate models for correctness and edge-cases., • Maintain market data handlers, data models, and valuation cache., • Stay updated with industry trends and incorporate advanced quantitative techniques as applicable. Qualifications: • Bachelor’s or preferably an MS in Quantitative Finance, Computer Science, Mathematics, or a related field., • 3-5 years experience in Quantitative Development within financial services, specifically with Trade Cost Analysis in Fixed Income, Corporate Bonds, non-vanilla swaps, and other OTC Derivatives., • 5 years experience in Java or C#, .Net, Bonus points for expertise in Python., • Extensive experience with Analytics Libraries such as QuantLib, FinCad, Numerix, etc., • Experience with time series databases like OneTick, KDB, InfluxDB., • Experience with machine learning algorithms and their applications in financial modeling.

Job Description Who We Are REEF is an ecosystem of digital and physical solutions that connect goods, services and experiences to consumers around the world. Simply put, we serve as the bridge for customers to get more of what they want and need. A key platform that REEF has developed within this ecosystem is launching ready-to-operate logistics businesses. REEF is seeking applicants to become Owner-Operators (we proudly call them “Ulysses”) to manage middle-mile and last-mile delivery operations. Becoming a Ulysses operator isn’t a job, it’s your path to business ownership, giving you uncapped income potential. We offer the tools, platforms, and support to help you turn your dream into financial freedom. This is an opportunity to run and grow your own business – without the heavy financial investment typically required to start from scratch. What we ask of you – show up, be inspired, be hard workers and “increase your surface of luck”. What We Offer As a Ulysses operator, you will have access to: • High Sales Potential – Scale efficiently to make $20,000 - $100,000 top-line per week, • Immediate Customer Demand – Daily routes already lined up, • Tech & Dispatch Tools – Access our platform for fleet management, routing, and sales & performance tracking, • Flexible Fleet Options, • Bring Your Own Vehicle – Use your own cold chain-compliant refrigerated van or box truck (non-CDL), • Use REEF’s Fleet – Access to non-CDL, fully-equipped refrigerated vehicles are available (a refundable deposit per vehicle is required). Auto insurance included., • Exit Flexibility – Ability to leave the program with 90-day notice and receive your deposit back What You’ll Do • Oversee a mixed fleet of vans and box trucks across middle-mile and last-mile delivery routes, • Recruit, schedule, and coach drivers to meet on-time performance (OTP) and customer satisfaction goals, • Maintain full control of your P&L – monitor revenue, manage expenses, and drive sustainable profitability, • Manage fleet logistics flow from order pickup to delivery, • Own key operational metrics such OTP, Service Level Agreement (SLA) compliance and Net Promoter Score (NPS) Minimum Requirements • 3+ years in logistics, fleet management, or depot operations, • Strong leadership experience; able to manage 10-30 drivers and multi-vehicle operations, • Must have legal right to establish and operate a Limited Liability Company (LLC), • Have an entrepreneurial spirit; must be ready to run and scale your own logistics business, • Must be motivated by the pursuit of autonomy, fulfillment and financial freedom. Preferred Qualifications • Strong business acumen; comfortable with managing working capital, payroll and running a P&L, • Experienced with OTP, SLA compliance and NPS If you are ready to take ownership of your career and build a meaningful, profitable logistics business, we invite you to apply today to reserve your spot in an upcoming information session.

The Tax team conducts tax research and planning projects, and oversees Point72’s tax compliance for 30+ hedge funds, 75+ private equity and management companies, high net worth individuals, and tax-exempt organizations. The team also invests significantly in technology to help automate its complia

Job DescriptionCompany Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data center, campus and routing environments. What sets us apart is our relentless pursuit of innovation. We leverage the latest advancements in cloud computing, artificial intelligence, and software-defined networking to provide our clients with a competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the digital landscape but to also anticipate and adapt to future challenges. At Arista we value the diversity of thought and perspectives that each employee brings to the table. We believe that fostering an inclusive environment, where individuals from various backgrounds and experiences feel welcome, is essential for driving creativity and innovation. Our commitment to excellence has earned us several prestigious awards, such as Best Engineering Team, Best Company for Diversity, Compensation, and Work-Life Balance. At Arista, we take pride in our track record of success and strive to maintain the highest standards of quality and performance in everything we do. Job Description Who You'll Work With As a team member of the Arista Sales team, you are the face of Arista to our customers; their internal champion for the problems they need to solve. As their champion you will align Arista’s technical resources to achieve your customer’s business outcome. You will partner with some of the most skilled Customer Engineers in the industry in addition to our Professional Services and Executive teams to help them understand how to execute on your customer’s behalf. Our sales teams have a culture of team success, where you’ll collaborate and be supported by like minded sales professionals. This role typically reports to a Regional Sales Manager or Area VP of Sales. Alternate Locations: Greenwich, CT | Stamford, CT What You'll Do We are seeking a proven Major Account Manager to join our growing Sales organization in Westchester County, NY / Fairfax County, CT area. As a Territory Account Manager will act as a trusted advisor and implement sales strategies to exceed sales targets within a targeted list of commercial accounts. Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center solutions is highly desirable. Job Responsibilities: • Exceed measurable sales objectives and extend the Arista brand within a named list of 15-20 enterprise and commercial accounts in the territory with a focus on new business development., • You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including, Software-Driven Open Networking high performance Data Center Campus (including our Cognitive Campus WI-FI) and AI Networking switching platforms in addition to the DANZ Monitoring Fabric and Network Detection & Response (NDR), • Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition., • Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership., • Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions, • Establish and manage key channel relationships in your territory., • Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers., • Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums., • Collaborate with Arista peers on marketing plans and best practices., • Keep up-to-date with technology partner solutions, competing solutions and competitor strategies.Qualifications You possess a hunter mentality and have a proven track record of technology sales including cultivating relationships with existing customers in addition to penetrating new logo accounts. You are an influencer and possess the ability to act as a trusted advisor to deliver business value to both end users and key business stakeholders. Our team looks for individuals who embody our values of trust, compassion, collaboration, respectfulness, integrity, and good-natured fun. Minimum Job Requirements: • BS/BA degree or equivalent in addition to 7+ years of technology sales experience., • Proven track record of direct selling into target accounts within the assigned territory and exceeding sales targets with a proven track record of developing net new logos., • Relevant data center or networking (LAN/WAN, SDN) industry background from a technology partner, competitor, channel partner or end user is a a requirement., • Strong rolodex and relationships within the territory, • Excellent people skills and ability to build relationships at all levels The new hire base pay for this role has a salary range of $108,000 to $148,000. The actual salary offered will be based on a wide range of factors, including skills, qualifications, relevant experience, and US location. The salary range provided reflects the base salary and in addition may also be eligible for discretionary Arista bonuses, commissions, equity, and benefits including medical, dental, vision, wellbeing, tax savings and income protection. The recruiting team can share more details during the hiring process specific to the role and location. #LI-TC1 Additional Information Arista Networks is an equal opportunity employer. Arista makes all hiring and employment-related decisions in a non-discriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other factor determined to be unlawful under applicable federal, state, or law law. All your information will be kept confidential according to EEO guidelines.

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview Valitana is seeking a Senior Full-Stack Technical Lead (backend-focused) to help accelerate technology and business growth within a FinTech, client-facing environment. This role is suited for a hands-on senior engineer and technical leader with strong system-design instincts for data-intensive applications, who thrives in a fast-paced, collaborative setting and takes ownership of delivering reliable, scalable, and secure software solutions. The ideal candidate combines deep hands-on technical expertise with the ability to lead, mentor, and influence other developers, while maintaining a strong product- and client-oriented mindset. This individual will play a key role in shaping both the platform and the people building it. Responsibilities • Contribute to data-intensive, client-facing FinTech applications with a focus on scalability, performance, security, and correctness., • Own feature areas, services, and components end-to-end—from design and implementation through production support—while guiding other engineers through delivery., • Own technical design and delivery for a defined domain or service area., • Ensure delivery meets functional and non-functional requirements., • Lead technical execution for client-facing initiatives, partnering closely with product, business, and client stakeholders to translate requirements into robust, maintainable solutions., • Provide technical leadership and day-to-day guidance to engineers, including reviewing work, mentoring team members, and helping raise the technical bar., • Lead and manage a small team of engineers, supporting career growth and skill development., • Act as primary technical escalation point for the domain and team., • Operate with a high degree of autonomy within agreed architectural boundaries while helping set technical direction, priorities, and execution plans within the broader engineering organization., • Uphold and reinforce coding standards, API design, architectural principles, and engineering best practices, contributing to their ongoing evolution., • Proactively identify technical risks, design trade-offs, and delivery challenges, collaborating with peers and leadership to drive resolution., • Foster a culture of quality and accountability through thoughtful code reviews, documentation, knowledge sharing, and cross-team collaboration.Qualifications, • 10+ years of experience as a Full-Stack or Back-End Developer within the FinTech or broader technology space., • Experience of leading or managing a team of 5-10 engineers, with 2-4 years of direct management experience., • Experience leading multi-quarter technical initiatives., • Ability to balance business delivery with long-term platform improvements., • Experience leading, mentoring, or managing engineers, including providing technical guidance, conducting code reviews, supporting career development, and influencing technical direction., • Strong proficiency in server-side programming languages and technologies – C#/.Net, ASP.Net Core, Entity Framework, SQL, Python is a plus., • Experience with web frameworks and technologies – Angular, Javascript, Typescript., • Strong understanding of agile development methodologies, with experience operating in fast-paced, iterative environments., • Proven ability to operate as a self-starter and technical leader, balancing hands-on execution with strategic thinking and team collaboration., • Experience designing, building, or supporting cloud-based architectures; familiarity with cloud-hosted systems (e.g., AWS, Azure, GCP) is highly desirable., • Bachelor’s degree in Computer Science, Engineering, or a related technical field., • Preferred: Experience or familiarity with financial products, particularly structured products.What We Offer The base salary range for this role is $170,000 to $210,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana 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. Powered by JazzHR 2ysjMSPKZO

A financial services company located in Stamford, Connecticut, is seeking a highly experienced Permanent Tax Manager to oversee tax preparation and compliance for high-net-worth clients.This role requires a minimum of 5 years in tax, a Bachelor's degree in Accounting or Finance, and CPA certificatio

Job Description About Us We are a boutique Registered Investment Advisor (RIA). Our team consists of one lead financial advisor supported by two paraplanners, and we provide high-touch wealth management services to a select group of clients. Position Overview We are seeking a highly organized and detail-oriented Client Service Associate to support our team. This role is designed to take on administrative and client service responsibilities currently handled by paraplanners, allowing them to focus on financial planning and analysis. This is a critical role focused on organization, execution, and delivering a high-quality client experience. Key Responsibilities Client Service • Serve as a point of contact for client requests and follow-ups, • Assist with account opening, transfers, and maintenance, • Coordinate with custodians (Schwab, Fidelity, etc.), • Manage scheduling and meeting coordination, • Maintain CRM (Redtail, Salesforce, or similar) and track tasks, • Ensure workflows and deadlines are completed on time, • Work closely with paraplanners to offload administrative tasks, • Help prepare materials for client meetings and financial plans, • Support internal organization and communication across the team Qualifications • 2–5+ years of experience in an administrative, client service, or financial services role, • Strong organizational skills and attention to detail, • Ability to manage multiple tasks and follow through consistently, • Professional communication skills with clients, • Experience in wealth management or financial services preferred Compensation & Benefits • Competitive salary ($80k–$95k) plus bonus, • Profit Sharing, • Incentive Compensation, • Retirement plan and benefits, • Opportunity to grow within a well-established and growing firm Why Join Us • Collaborative, team-oriented environment, • Clear role with meaningful impact on team efficiency, • Opportunity to learn and grow in the wealth management industry Pay: $80,000.00 - $95,000.00 per year plus bonus Benefits: • 401(k), • Dental insurance, • Paid time off, • Professional development assistance, • Retirement plan, • Tuition reimbursement Application Question(s): • What does great client service look like in a wealth management firm?, • What part of this job do you think is the hardest, • Do you live within a 30 minute drive to Stamford Education: • Bachelor's (Preferred) Experience: • Financial services: 2 years (Required)Company DescriptionIntegrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. "One of America's 250 Best Wealth Advisors" - Worth Magazine Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a Registered Investment Advisory firm offering high net worth individuals personal advice. For consideration, please send resume and cover letter.Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. "One of America's 250 Best Wealth Advisors" - Worth Magazine Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a Registered Investment Advisory firm offering high net worth individuals personal advice.\r\n\r\nFor consideration, please send resume and cover letter.

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job Description Large estate in Greenwich, Connecticut is recruiting for a permanent, experienced Executive Housekeeper for a full-time position. Nicest employer is looking for someone who is pleasant, gracious, service oriented. Salary $120K per year all in, 100% paid benefits. 40 hours per week, Thursday – Monday (Tuesday and Wednesday off). Regular responsibilities include cleaning home, guest house, and pool house. Occasionally organize closets. Some proficiency in technology to handle home electronics (Netflix, other home systems). Experience working for an ultra-high-net-worth family required. Should be organized, professional, and trustworthy with a friendly, positive attitude and good boundaries. Utmost discretion a must! Must speak English and have strong, clear communication skills. Be able to drive and have own transportation. Ready to hire someone ASAP. You must be an experienced, career housekeeper with long-term tenure working at very large homes, and excellent references.

Job Description On behalf of our client, we are conducting a search for a Lead Financial Advisor to anchor and grow an emerging presence in the Stamford or Greenwich area. This opportunity is designed for a CFP or CFA who wants to deliver sophisticated planning and relationship leadership without the pressure of bringing a portable book of business. A transferable book is not required. THE OPPORTUNITY This role offers the ability to function as a true Personal CFO for high net worth and ultra high net worth clients. The advisor will serve as the primary relationship lead and will design, implement, and oversee comprehensive wealth management strategies aligned with clients long term life and financial objectives. The firm provides • Strong brand credibility and national infrastructure, • Centralized investment, planning, and operational support, • Equity participation and long term ownership pathway, • Growth capital and marketing support in an emerging market This is an opportunity for an advisor who values depth of planning, intellectual rigor, and long term client impact over transactional production models. WHAT YOU WILL DO • Lead complex, holistic financial planning engagements across investments, tax strategy, estate planning, retirement planning, and risk management, • Serve as the senior relationship quarterback for client households, • Collaborate with internal specialists and external professionals to deliver integrated solutions, • Build meaningful presence within the Stamford and Greenwich professional community, • Develop referral relationships with custodial and professional partners, • Mentor and collaborate with a local service team to ensure exceptional client experience WHO THIS IS IDEAL FOR • CFP or CFA with 6 plus years of wealth management or advanced planning experience, • Advisor operating in a private bank, wirehouse, or RIA model who wants deeper planning engagement, • Professional seeking equity and long term ownership participation, • Advisor motivated by fiduciary advice and client centric culture rather than product distribution, • Individual with strong local credibility who wants to build strategically without being required to transition assets COMPENSATION AND STRUCTURE • Competitive base salary, • Discretionary year end profit sharing, • Restricted equity grants at hire, • Accelerated pathway to ownership participation, • Comprehensive benefits and retirement match This role will initially operate with flexibility as the Stamford or Greenwich presence continues to expand. The long term vision includes a permanent local office environment with collaborative in person engagement.

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and Website If interested you can contact us Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job Description General Description The Senior Tax Accountant will be involved in the tax compliance and reporting matters for the Company including the Federal, State and Foreign tax compliance, quarterly and annual ACS 740/ FAS 109 and Fin 48 documentation and calculations and responding to Federal. State & Local and Foreign tax inquires. Responsibilities Essential Functions: • Prepare quarterly and annual ACS 740 US GAAP tax provisions including preparation of supporting documentation for external auditors to support Federal, State and Foreign income tax provision calculations and related current and deferred tax account analyses; assist in preparation of quarterly and annual tax disclosures for SEC reporting, • Prepare income tax filings including U.S. Federal Forms 1120, 1120F; State and Local income and Franchise tax returns including quarterly estimates and preparation of tax return work papers, preparation of State and Local sales, property and payroll apportionment factors to support state & local tax filings and preparation of tax returns in non-U.S. jurisdictions including Ireland, Singapore and U.K., • Solely responsible for VAT filings in Ireland, France, and other countries as needed (bi-monthly)., • Preparation of Sales & Use Tax returns (quarterly)., • Reconcile tax basis fixed assets and depreciation (quarterly)., • Respond to management requests for net tax values of aircraft., • Preparation of W-8Ben requests from Treasury., • Manage, monitor and maintain log of notices from and responses to taxing authorities., • Completion of registration forms for newly established entities, (US and International)., • Work with Accounting & Finance departments to ensure access to accounting data to support of both domestic and international tax reporting requirements, • Develop and maintain relationships with members of other business units to understand their business activities; ensure access to data and improve the tax processes, • Assist with special projects to ensure the Companies’ operations are managed to minimize worldwide taxes, • Assist with federal, state, local and foreign tax audits, • Assist other Tax Team members with issues that arise in the day-to-day operations Position Requirements Formal Education and Certification • Approximately 3 - 5 years of Public and Corporate Accounting Tax Experience (“Big Four” experience a plus), • Solid understanding of accounting rules and procedures, including the Generally Accepted Accounting Principles (GAAP), • An independent, proactive, organized self-starter who doesn’t require close supervision and can prioritize tasks. Must be hands on, • Ability to work under tight deadlines, multitask, make decisions, and meet goals and deadlines, • Strong attention to detail, • Excellent communication skills (i.e., comprehension, verbal and written), • Strong tax research skills, • Ability to work overtime when required, • Strong Microsoft Office skills (i.e., advanced Excel and Word shills), • Superior interpersonal skills, • This position requires minimal to no travel.

Job Description Come join an exciting and innovative company that puts the “care” back in healthcare! At KabaFusion, our patients come from all walks of life and so do we. We hire GREAT people, period! Our culture celebrates and supports the differences that make us unique. Here, it doesn’t matter what your role is, your hard work and dedication is not only recognized but celebrated. Join us and find out why this is the place to excel and do your best work. About Us: What started as a single pharmacy in 2010 has grown into KabaFusion becoming the largest privately held home infusion company in the country. We have a national network of pharmacies and nursing offices strategically placed to service 40+ states. Couple that with over 30 years of combined experience and it’s no wonder why KabaFusion is the industry leader in home infusion. JOB SUMMARY: This position is responsible driving Chronic and IVIG patient referrals within a defined territory. This role requires close collaboration with cross-functional teams including pharmacy, intake, nursing, and operations. In addition, this position is accountable for achieving net revenue and profit goals, expanding market share, and supporting sales and marketing initiatives. Key customers include clinics, physicians, and payors. ESSENTIAL DUTIES AND RESPONSIBILITIES: 1. Cultivate and manage relationships with key referral sources, including clinics, physicians, and payors, to generate Chronic and IVIG patient referrals., 2. Collaborate with pharmacy, intake, nursing, and operations teams to ensure seamless service delivery and customer satisfaction., 3. Achieve net revenue and profit (EBITDA) goals by expanding market share and securing new business opportunities., 4. Participate in sales meetings, training sessions, and in-service presentations to support business development efforts., 5. Analyze territory performance and develop strategic plans aligned with company objectives., 6. Address and resolve customer service issues promptly, ensuring high levels of client satisfaction., 7. Support managed care initiatives and assist with pricing submissions in coordination with sales leadership., 8. Maintain accurate and timely documentation, including call reports, expense reports, and other required submissions., 9. Develop and apply knowledge of relevant disease states, drug therapies, and reimbursement policies., 10. Assist in training staff on customer service best practices and contribute to continuous improvement initiatives., 11. Other related duties as assigned by supervisor or designee JOB REQUIREMENTS AND QUALIFICATIONS Education: • Bachelor’s degree preferred, ideally in business, healthcare, or a related field. Equivalent work experience will be considered. Experience: • Proven experience in business development and customer service is required., • Minimum of two (2) years in infusion services or a related healthcare field preferred., • Familiarity with reimbursement policies preferred. Skills and Competencies: • Strong ability to sell healthcare services., • Knowledge of reimbursement processes preferred., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint)., • Excellent planning, organizational, and time management skills., • Adaptable, self-motivated, and capable of working independently., • Strong critical thinking and problem-solving abilities., • Confident communicator with conceptual thinking skills. What we offer: • Competitive compensation, • Benefits start on your 1st day of employment, • 401k w 4% match – no waiting or vesting period, • PTO / Floating Holidays / Paid Holidays, • Company paid life insurance, short term disability, • Employee Assistance programs to help with mental health / wellness, • Learning & Development Programs, • Perks… includes discounts on travel, cell phone, clothing and more…