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Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description To ensure every candidate is considered thoughtfully and equitably, we invite you to submit your application directly through On-Ramps at: https://www.on-ramps.com/jobs/3537 Please note that materials shared through our internal system will not be reviewed for this opportunity. We appreciate your understanding and interest in joining the Echoing Green community. For 37 years, Echoing Green has been on the front lines of solving the world’s biggest problems, raising up the transformational leaders willing to speak truth to power and challenge the status quo. The organization finds emerging leaders with the best ideas for social innovation as early as possible and sets them on a path to lifelong impact. Echoing Green’s community of nearly 1,000 social innovators includes past Fellows such as First Lady Michelle Obama and the founders of Teach For America, Center for Black Innovation, BlocPower, and One Acre Fund. Built and refined over three decades, Echoing Green discovers tomorrow’s leaders today, and then funds, connects, and supports a new generation of social impact leaders. For more information, visit www.echoinggreen.org. Echoing Green seeks a Vice President, Investor Relations to lead the organization’s revenue strategy and external capital partnerships. This is a senior executive role ideal for a strategic, frontline fundraising leader who thrives in partnership with top leadership and excels at engaging sophisticated donors, investors, and institutional partners. Working in close collaboration with the CEO, President, and Board of Directors, the VP will shape Echoing Green’s fundraising priorities, translate strategy into compelling investment propositions, and secure the resources required to sustain and scale its impact, raising $20M+ annually. This primarily externally-facing role includes personally cultivating, soliciting, and closing major, principal, and transformational gifts. The VP will also serve as a trusted advisor to senior leadership on donor strategy, investor engagement, and long-term revenue growth. Expected to operate with confidence and credibility at the highest levels, they will bring judgment, urgency, and creativity to complex fundraising opportunities. Internally, the VP will provide clear strategic direction and accountability for fundraising across the organization. The role includes one direct report, who holds full responsibility for managing the Development team and day-to-day operations. The scope and structure of the fundraising function will continue to evolve, and this leader will play a central role in shaping its next phase in partnership with senior leadership. Requirements Key Responsibilities Investor Engagement & Frontline Fundraising • Serve as Echoing Green’s lead external fundraising executive, representing the organization with credibility, confidence, and authenticity, • Personally cultivate, solicit, and close major, principal, and transformational gifts, including six-, seven-, and eight-figure commitments, • Build and steward a high-level portfolio of ultra-high-net-worth individuals, foundations, family offices, and aligned corporate partners, • Lead complex, high-stakes fundraising conversations from initial engagement through close, often in partnership with the CEO and Board, • Position Echoing Green as a premier social impact investment opportunity across multiple issue areas and geographies Executive & Board Partnership • Partner closely with the CEO and President as a trusted strategic advisor on fundraising priorities, investor strategy, and revenue growth, • Work with the Board of Directors to activate their relationships, influence, and giving, with clear roles and accountability, • Prepare senior leaders and Board members for donor engagements, ensuring clarity of message, strategy, and desired outcomes, • Exercise strong judgment and constructive pushback when needed, bringing urgency, clarity, and strategic discipline to leadership discussions Revenue Strategy & Pipeline Ownership • Own Echoing Green’s enterprise-wide fundraising strategy, including revenue goals, pipeline development, and investor prioritization, • Expand and diversify the organization’s funding base, reducing reliance on a narrow set of revenue sources, • Translate Echoing Green’s role as an intermediary, talent investor, and field-builder into compelling, differentiated investment propositions, • Maintain clear visibility into pipeline health, timing, and risk, ensuring shared clarity across leadership and informed decision-making Team Leadership & Organizational Alignment • Provide overall leadership and accountability for the Development function through one direct report, who manages the full Development team and day-to-day operations, • Set clear expectations, priorities, and performance standards for fundraising outcomes across the organization, • Partner cross-functionally with Programs, Finance, and Thought Leadership to ensure alignment between organizational priorities, storytelling, and capital needs, • Foster a culture of accountability, collaboration, and shared ownership in service of ambitious revenue goals Who You’ll Work With You will report to the President and work in close partnership with the CEO and Board. You will manage one direct report and collaborate with the Development team as operational partners, with clear responsibility for planning, implementation, and follow-through across investor relations and fundraising. Required Skills and Experience This position is ideal for a leader who: • Wants to be in the room with donors, partners, and decision-makers, • Can effectively partner with and appropriately challenge senior executives and Board members, • Is motivated by ambitious goals and the opportunity to redefine how capital supports early-stage social innovation Experience: • 10+ years of senior fundraising, investor relations, or capital-raising experience, • Demonstrated success closing six-, seven-, and eight-figure gifts, • Track record of raising $15M–$30M+ annually, with personal responsibility for major closes, • Experience working directly with CEOs and Boards in high-stakes fundraising contexts, • Able to build and refine strategy while adapting to evolving circumstances Skills & Competencies: • Frontline Fundraising Confidence: Comfortable making the ask and operating in rooms where high-stakes decisions are made, • Team Empowerment: Demonstrated ability to inspire, mentor, and equip a development team to confidently lead pitches, foster creativity, and take ownership of revenue outcomes, • Stakeholder Engagement: Executive presence and interpersonal skills to partner effectively with the CEO, President, Board, and top-level donors and funders, • Pipeline Development: Experience identifying and cultivating new prospects while deepening existing relationships, • Cross-Functional Collaboration: Experience breaking down silos and aligning fundraising strategies with organizational priorities, • Equity & Values Alignment: Deep commitment to equity and social justice, positioning fundraising as a values-driven partnership that shifts power and resources, • Communication: Exceptional written and verbal skills, able to craft compelling cases for support and inspire diverse audiences, • Adaptability & Accountability: Ability to navigate uncertainty, learn quickly, and remain accountable for outcomes without relying on overwork or urgency culture Benefits Salary for this position will be $230,000–$240,000, with the potential to earn an annual performance-based bonus up to 10% of base salary. We believe benefits should help reduce barriers, honor different life experiences, and reflect our values of care, inclusion, and sustainability. Our benefits are designed to give every team member the time, support, and resources they need to thrive. We offer: • Up to 27 days of paid time off each year, plus 9 paid holidays and a 10-day winter break, • Comprehensive health coverage for medical, dental, and vision needs, • 16 weeks of paid parental leave and 12 weeks of paid personal sick leave, • A monthly well-being stipend ($100/month) to use in ways that best support you, • A monthly wireless stipend ($100/month), • An annual professional development fund ($1,350/year), • A 403(b) retirement savings plan with an employer match of up to 7% of your salary, which begins after you complete your first year at Echoing Green. Additional Details • Open to candidates based anywhere in the U.S., but must be available to work full-time on Eastern Time (New York business hours), • Must be legally authorized to work in the U.S. without employer sponsorship, • Regular domestic travel required; international travel as appropriate Equity at Echoing Green At Echoing Green, we celebrate diversity and are committed to fostering an inclusive workplace. We strongly encourage applications from Black, Indigenous, people of color, LGBTQ, gender non-conforming & non-binary, women, veteran, multilingual, and other underrepresented persons in senior leadership to apply, even if they may not meet every listed qualification. Diverse perspectives drive innovation, and we are dedicated to building a team that reflects the richness of the global community.

Job DescriptionAbout Motorsport NetworkMotorsport Network is a global, always-on media, technology and events platform uniquely positioned at the intersection of motorsport, automotive, and mobility. Reaching over 40 million fans across 25+ markets, the company operates some of the world’s most authoritative brands including Motorsport.com, Autosport, Motor1, Ride Apart, and InsideEVs, delivering live awards and event experiences, premium content, branded content, video, and podcasts that span racing, performance automotive, electric vehicles, and the future of mobility. Backed by GMF Capital and with a growing global footprint, Motorsport Network is trusted by the world’s leading brands across automotive, financial services, gaming, technology, and beyond as a strategic commercial partner. This is not a traditional media company. It is the only platform that authentically bridges the endemic motorsport audience, a uniquely affluent, tech-forward, engaged, and brand-loyal consumer base with the broader advertiser marketplace.The OpportunityAs VP, Head of Industry, you will own Motorsport Network’s commercial relationships across four high-growth verticals: Financial Services, FinTech, Gaming & Betting, and Technology. This is an IC role. You are not a generalist sales leader but a sector specialist with deep fluency in the industries you serve, the relationships to match, and the strategic vision to build long-term, high-value partnerships that neither side could achieve anywhere else. The motorsport audience is one of the most commercially valuable in media. Demographically skewed toward high-income, brand-engaged consumers with strong affinity for financial products, technology, and sports betting, this audience represents an extraordinary opportunity for brands across all four verticals and one that remains significantly under monetized. Your mandate is to change that. This role sits at the very top of the client-facing organization. You will be the face of Motorsport Network to C-suite and VP-level marketing decision-makers, brand managers, and agency partners across your sectors. You will contribute to and help shape how the company goes to market, influence product and content strategy through client intelligence, and establish Motorsport Network as the indispensable partner for any financial services, FinTech, gaming, or technology brand seeking authentic access to this audience. The best candidate for this role is someone who has lived inside these industries and fluently understands the regulatory landscape, the compliance constraints, the media buying dynamics, and the creative possibilities. This role is for someone energized by the challenge of translating that knowledge into commercially transformative outcomes within a premium sports, entertainment and media environment.Sector FocusYou will own the go-to-market strategy, senior relationships, and revenue targets across the following four verticals:Financial Services • Global and regional banks, investment firms, insurance providers, credit card companies, and wealth management brands with established or emerging motorsport sponsorship presence, • Senior relationships with CMO, SVP, and VP-level brand, sponsorship, and media teams at financial institutions, • Integrated campaign development leveraging Motorsport Network’s premium editorial environment to reach affluent, financially engaged audiences, • Sponsorship and branded content partnerships aligned to major racing series, events, and Motorsport Network’s global portfolio of brands, • Agency coordination across financial services-specialist shops, holding companies, and media planning teamsFinTech, • Challenger banks, payments platforms, crypto and digital asset brands, trading apps, and personal finance tools targeting the motorsport and performance automotive demographic, • Partnerships designed to reach a tech-forward, high-income audience with strong appetite for financial innovation, • Co-branded content, podcast integrations, and digital campaigns that authentically connect FinTech brands to motorsport culture, • Flexible deal structures suited to high-growth, performance-oriented FinTech marketing models, including CPA-adjacent and outcome-linked partnership frameworks, • Navigation of compliance and regulatory considerations relevant to FinTech advertising in the US and international marketsGaming & Betting, • Sports betting operators, daily fantasy platforms, iGaming brands, and traditional gaming companies with motorsport or automotive audience overlap, • Deep understanding of the regulatory environment governing gambling and betting advertising across US states and international jurisdictions, • Partnership structures that leverage Motorsport Network’s race weekend presence, live data capabilities, and endemic editorial credibility, • Branded content and sponsorship solutions that navigate responsible gambling frameworks while delivering commercially meaningful audience exposure, • Video game publishers, esports organizations, and sim racing platforms with motorsport IP and audience alignmentTechnology, • Consumer and enterprise technology brands, including hardware manufacturers, software platforms, AI companies, and connected device makers. All with audiences that align to the technically sophisticated motorsport fan demographic, • Senior relationships with CMO, VP Marketing, and brand team decision-makers at global technology companies, including those with existing motorsport sponsorship or innovation partnerships, • Integrated campaign development that leverages motorsport’s position as a proving ground for cutting-edge technology from advanced telemetry and AI to EV powertrain innovation and connectivity, • Co-branded content and editorial partnerships that authentically connect technology narratives to motorsport performance, engineering, and the future of mobility, • Agency coordination across technology-specialist media shops, holding companies, and performance marketing teamsKey ResponsibilitiesSector Ownership & Revenue Leadership, • Own and deliver annual revenue targets across all four verticals, with accountability to the Global CCO, • Define the go-to-market strategy for each sector, including priority accounts, deal structures, and pricing frameworks, • Build and maintain a high-quality pipeline with accurate forecasting and senior visibility into deal progressionSenior Client & Agency Relationships, • Serve as the primary executive relationship holder for key brand and agency partners across Financial Services, FinTech, Gaming & Betting, and Technology, • Operate at C-suite and VP level with clients, functioning as a trusted strategic advisor rather than a transactional seller, • Navigate complex agency ecosystems including holding companies, media agencies, and sector-specialist shops, to influence both planning and buying decisionsIntegrated Partnership Development, • Originate, structure, and close multi-platform, multi-year partnerships spanning digital media, branded content, sponsorship, video, social, and experiential, • Work with editorial, creative, and product teams to develop bespoke solutions that deliver measurable client outcomes, • Champion client needs internally, ensuring Motorsport Network’s commercial offerings evolve to meet the demands of these sectorsRegulatory & Compliance Fluency, • Maintain working knowledge of advertising regulations governing financial services and gambling/betting marketing in key markets, including FCA guidelines (UK), SEC/FINRA considerations (US), and state-by-state betting advertising rules, • Ensure all partnership proposals are structured in a manner that can realistically pass client compliance review, avoiding wasted cycles on commercially unviable structures, • Serve as an internal resource for compliance-adjacent questions as Motorsport Network develops deeper capability in these sectorsMarket Intelligence & Strategic Influence, • Maintain deep knowledge of each sector’s competitive dynamics, media investment trends, audience strategies, and marketing priorities, • Translate client and market intelligence into strategic recommendations for leadership on product, content, and commercial positioning, • Represent Motorsport Network at the highest-profile industry events and conferences relevant to your verticals from Cannes Lions and CES to ICE, SBC Summit, and Money20/20Cross-Functional Leadership, • Collaborate with global sales colleagues to ensure sector expertise is shared and leveraged across markets, • Partner with marketing and communications to develop sector-specific thought leadership and case study content, • Contribute to the development of Motorsport Network’s broader commercial strategy alongside the CCO and senior leadership teamWhat We’re Looking ForEssential, • 12+ years of senior commercial experience in media, sponsorship, or marketing partnerships, with direct sector exposure in at least two of: Financial Services, FinTech, Gaming & Betting, or Technology, • A demonstrable network of senior relationships with brand-side marketing decision-makers and agency partners across your sectors, • Proven track record of closing large, complex, multi-year partnership deals (ideally seven-figure) at a media, sports, or entertainment property, • Deep understanding of the digital media and advertising landscape, including programmatic, branded content, video, and integrated sponsorship models, • Working knowledge of the regulatory and compliance considerations that govern advertising in financial services and gambling categories, • The credibility and commercial sophistication to operate as a peer to VP and C-level clients, not just a vendor, • Excellent communication, storytelling, and negotiation skills. You can construct a compelling narrative and hold a roomHighly Valued, • Experience working at or closely with a sports media property, rights holder, or premium publisher with financial services, gaming, or technology clients, • Established relationships within the sports betting or iGaming ecosystem, particularly with brands that have active US market strategies, • Understanding of how technology and FinTech brands approach audience targeting, performance measurement, and partnership ROI differently from traditional advertisers, • Familiarity with how AI, connectivity, and consumer technology brands are increasingly activating through sport and motorsport as a demonstration platform, • Track record of building practices or verticals from scratch, not just inheriting existing books of business, • Comfort operating in a globally distributed, fast-moving, entrepreneurial environment, • Genuine interest in motorsport and the high-performance automotive world and affinity for the culture makes this role significantly more effectiveWhy This Role, Why NowThe motorsport audience is having a moment. Driven by the global explosion of F1’s popularity, the mainstreaming of motorsport culture, and the demographic skew of fans toward high-income, tech-forward, brand-engaged consumers, financial services, gaming, and technology brands are increasingly recognizing motorsport as a tier-one sponsorship and media channel. The budgets are moving, but the commercial infrastructure to capture them at scale has not yet been built. Motorsport’s relationship with technology has never been more visible or more commercially relevant. From AI-powered race strategy and connected car platforms to EV powertrain development and advanced telemetry, the sport is a living showcase for the world’s leading technology companies, and Motorsport Network is the media platform that tells that story to 40 million engaged fans. Motorsport Network is positioned to be the primary beneficiary of this shift, and this role is the vehicle for making that happen. You will have real ownership, meaningful resources, and the backing of a well-capitalized business (GMF Capital) that is investing in growth. You will not be working inside a legacy media bureaucracy. You will be building something and defining how Motorsport Network shows up to four of the most commercially dynamic and fast-growing sectors in global media and entertainment. If you have spent your career at the intersection of sport, media, and financial, gaming, or technology marketing and truly believe the best chapter is still ahead of you — this is that chapter. This is a Hybrid position reporting to our New York City office Compensation: On Target Earnings $250K to $375K - Range includes Base plus variable compensation Powered by JazzHR IeLgjZdxfB

Job Description The Company: impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products - Performance (affiliate), Creator (influencer), and Advocate (customer referral) - unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands - including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics - rely on impact.com to power more than 350,000 partnerships that deliver measurable business results. Your Role at impact.com: As the Vice President, Global Assistant Controller, you will be responsible for direct management of the controllership function, which includes corporate accounting, financial operations (including our Global Clearinghouse), and Treasury. You will be responsible for managing the day to day operations of a highly complex global financial operations function while continually improving procedures, processes, and systems. Reporting to the SVP, Global Controller and working closely with key stakeholders across the company, you will play an integral role in supporting our growth as we continue to scale globally. What You'll Do: • Lead the organization's global corporate accounting, financial operations, and treasury functions for a complex, multi-entity, multi-currency, 1,500+ employee organization operating across multiple international jurisdictions., • Own the integrity, accuracy, and timeliness of the company's financial reporting processes, ensuring compliance with U.S. GAAP and alignment with evolving regulatory requirements and business needs., • Provide strategic and technical accounting leadership across the organization, including development and maintenance of accounting policies, technical accounting memoranda, internal controls documentation, and scalable operational procedures that reflect industry best practices., • Oversee and continuously improve the month-end, quarter-end, and year-end close processes to drive efficiency, accuracy, and timely delivery of financial statements, management reporting, and executive-level analytics., • Partner cross-functionally with FP&A, Legal, HR, Revenue Operations, and international business teams to support operational scalability, strategic initiatives, and organizational growth., • Lead the company's external audit process, including coordination with external auditors, preparation of audit support, resolution of technical accounting matters, and maintenance of a strong and effective internal control environment., • Oversee global compliance activities related to statutory reporting, tax coordination, treasury operations, customer funds flows, and other regulatory requirements across applicable jurisdictions., • Champion the strategic adoption of AI and automation technologies within the controllership organization to improve operational efficiency, enhance reporting and analytics capabilities, streamline workflows, strengthen controls, and enable scalable decision-making processes across the business., • Establish, monitor, and improve key accounting and operational performance metrics to support data-driven decision making and organizational accountability., • Develop, and mentor high-performing controllership teams across multiple time zones, fostering a collaborative, accountable, and continuous-improvement-oriented culture., • Effectively manage and develop both direct and indirect reports, including performance management, succession planning, organizational design, and leadership development initiatives., • Serve as a trusted advisor and strategic business partner to executive leadership by providing financial insight, operational guidance, and risk assessment in support of company objectives and long-term growth. What You Have: • 15+ years of progressive accounting, finance, and operational leadership experience within complex, global organizations., • Proven experience leading and developing global teams, including management of both direct and indirect reports across multiple regions and time zones (30+ team members)., • Certified Public Accountant (CPA) designation required., • MBA, CTP, CMA, or other advanced professional certifications preferred., • Experience working with and/or leading a Center of Excellence (CoE), Shared Services organization, or hybrid operating model., • Demonstrated experience operating within multi-entity, multi-currency, and international business environments., • Strong track record of leading cross-functional projects and strategic initiatives within finance, accounting, and operational organizations., • Experience driving finance transformation initiatives, including the adoption of AI, automation, and scalable process improvements to enhance operational efficiency, strengthen controls, and reduce manual errors preferred., • Self-directed, highly motivated professional with the ability to thrive in fast-paced, deadline-driven environments while maintaining a positive, collaborative, and service-oriented approach., • Exceptional attention to detail and organizational skills, including extensive experience gathering, structuring, validating, and monitoring large volumes of financial and operational data to ensure accuracy, integrity, and comprehensive documentation standards., • Excellent written and verbal communication skills, with the ability to effectively communicate complex financial and operational concepts across all levels of the organization., • Demonstrates the highest level of integrity, professionalism, and sound judgment, with the ability to manage highly sensitive and confidential information with discretion. Salary range: $215,000.00 - $230,000.00 per year, plus an additional 20% variable annual bonus contingent on Company performance and eligible to receive Restricted Stock Unit (RSU) grant. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver., • Technology Financial Support: We provide a technology stipend to help you set up your home office and a monthly allowance to cover your internet expenses. impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors. #LI-AG1

Job Description Hi, we're Oscar. We're hiring a Senior Director, Markets Strategic Advisory & Intelligence to join our Insurance Product Development team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Director, Markets Strategic Advisory & Intelligence leads market-specific strategy development across Oscar's service areas. You will own the enterprise market intelligence and strategic insight function that serves as the single source of truth for product strategy, portfolio design, market expansion, and investment decisions. You will own the development of integrated intelligence capabilities spanning consumer research, competitor intelligence, market analytics and performance insights to ensure data-driven decision-making across our product portfolio. Working cross-functionally across product, network, clinical, sales, growth, and market leadership, this leader develops actionable strategies related to market expansion (MSA and new geography), product positioning, portfolio optimization, and segment-specific opportunities. You will serve as a strategic advisor to executive and market level leadership, translating market insights and performance data into clear recommendations that support market-level decision-making. You will report into the Vice President, Insurance Product Innovation and Development. Work Location: This is a remote / work-from-home role. You must reside in one of the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, or Virginia. Note, this list of states is subject to change. #LI-Remote Pay Transparency: The base pay for this role in the states of California, Connecticut, New Jersey, New York, and Washington is: $218,592.00- $286,902.00 per year. The base pay for this role in all other locations is:: $196,732- $258,211 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program company equity grants and annual performance bonuses. Responsibilities: • Market Strategy & Intelligence, • Lead market-specific strategic advisory functions across our service areas, • Oversee market research, competitive intelligence, and performance analytics of product portfolio specific dynamics to clarify growth and optimization opportunities, • Develop market and product specific right to win strategies informed by competitive, regulatory, and consumer trends, • Translate complex analyses into executive-ready recommendations and strategic insightsPortfolio Strategy & Market Expansion, • Lead portfolio performance assessments and identify remediation and growth opportunities, • Support recommendations related to product positioning, market alignment, and portfolio investments (vendors, network, partnerships), • Oversee analyses supporting market expansion, strategic partnerships, and new product or growth opportunitiesStrategic Leadership & Execution, • Be a strategic advisor to executive and market leadership teams, • Lead cross-functional strategic programs and planning efforts, • Facilitate strategic planning sessions alongside corporate strategy and finance, overseeing development of executive presentations and strategic materialsTeam Leadership, • Lead strategy, intelligence, and analytics team members, • Build partnerships with product, finance, sales, clinical, network, actuarial, and market leadership, • Foster analytical rigor, collaboration, and disciplined decision-making, • Compliance with all applicable laws and regulations, • Other duties as assigned Requirements: • Bachelor's degree., • 12+ years experience in healthcare strategy, insurance product strategy, consulting, or strategic planning, • 6+ years people leadership experience managing multi-level teams, • Expertise in ACA individual and small group QHP markets, • Background in market analytics, competitor intelligence, and business case development Bonus points: • MBA, MHA, MPH or related advanced degree, • Experience in internal strategy or consulting functions, • Familiarity with ACA market dynamics and healthcare competitive landscapes, • Experience supporting market expansion and healthcare partnership strategies, • Willingness to drive to outcomes, work with large datasets and distill analyses into actionable business insights with a structured and systematic thought process This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description SVP/Head of Wealth Planning Summary Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm. Key Responsibilities • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software, • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings, • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance, • Conducting eMoney training sessions expanding overall usage of eMoney planning software, • Participating on the firm's committee discussing industry best practices and firm level processes Qualifications and Experience • 15+ years of experience working directly with clients in a financial planning capacity, • Proven track record of consistently meeting or exceeding predetermined key objectives, • Strong executive presence, active listening, client preparedness, and presentation skills, • Experience managing and training team members, • Deep knowledge of financial planning, insurance, retirement savings vehicles, • Expert proficiency in eMoney software, • CFP designation required

Job Description: Job Title Senior Counsel, Bank Regulatory Legal Corporate Title Director Location New York City or Jacksonville, Fl Overview As Senior Counsel, Bank Regulatory Legal, you will serve as a strategic advisor to Deutsche Bank AG’s (the “Bank’s”) businesses and infrastructure functions on bank regulatory matters arising from the Bank’s Americas and global activities. This role requires a pragmatic, experienced lawyer who can deliver clear, commercially practical advice in a specialized practice area within a large, complex global banking organization. Deutsche Bank is a leading global banking organization headquartered in Frankfurt, Germany, with a substantial and strategically important U.S. presence that includes its New York Branch, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure. This is an opportunity to join a high-impact legal team supporting the Bank’s Americas platform. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, and personal and volunteer days, • Employee Resource Groups support an inclusive workplace and create opportunities to engage with and learn from one another, • Comprehensive benefit plans, including health and wellbeing benefits, retirement savings plans, backup childcare, generous parental leave, and family building benefits, • Educational resources, matching gifts and volunteer programs What You’ll Do • Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act, • Prepare, review, and advise on regulatory applications, notices, and other submissions and communications relating to the Bank’s activities and strategic initiatives, • Advise internal stakeholders on bank regulatory matters, including regulatory developments that affect the Bank’s Americas platform, • Report to the Head of Bank Regulatory Legal and collaborate closely with business line legal teams How You’ll Lead • Advise Legal senior management in the Americas on strategic and tactical responses to regulatory expectations, • Partner with regional business and infrastructure leaders on significant bank regulatory matters, • Support regulatory engagement, examinations, and supervisory matters in coordination with Regulatory Management Group Skills You’ll Need • Extensive experience advising on U.S. bank regulatory law, including the Bank Holding Company Act, the Federal Reserve Act, the Dodd-Frank Act, New York State Banking Law, and the implementing regulations thereunder, including Regulations K, O, W, Y, and YY as well as supervisory expectations, • A proven track record of broad, deep experience engaging with regulatory authorities on applications, notices, resolution plan submissions, supervisory interactions, U.S. bank examinations, and related matters, including enforcement matters, • Experience working with Finance, including Treasury and Risk Management, on bank regulatory legal issues, including strategic internal reorganizations, acquisitions, and legal entity structure and governance requirements, • Experience with, and a strong understanding of, the Investment Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including advising on the permissibility of activities and Regulation W issues, • Knowledge of U.S. regulatory reporting requirements, resolution planning requirements, and capital rules along with strong analytical and organizational skills, sound judgment, clear written and verbal communication skills, and bar admission in good standing Skills That Will Help You Excel • A proactive, forward-looking approach to legal advice, • Ability to develop practical, tactical, and strategic responses grounded in sound commercial judgment, • Strong communication and stakeholder management skills, • Experience in an in-house bank regulatory legal function, a law firm financial institutions regulatory practice, or a bank regulatory agency legal role, • A strong risk awareness and mitigation mindset paired with sound commercial judgment Expectations It is the Bank’s expectation that employees hired into this role will work in New York City or Jacksonville, Florida, in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York is $170,000 to $308,000 and in Jacksonville FL is $143,000 to $222,,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a meaningful impact on our colleagues. That’s why we focus on providing benefits and perks that enable our colleagues to live authentically and bring their whole selves to work at every stage of life. We provide physical, emotional, and financial wellness benefits that help our colleagues remain financially secure and maintain balance between work and home. Click _ to learn more. Learn more about life at Deutsche Bank through the perspectives of our current employees: _ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com. #LI-HYBRID We strive for a _ in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view and the following notices: ; ; and .

Location: New York, NY; Metro New York; Toronto, ON Practice:Transaction Strategy, Talent Practice Reports to:Director (with significant autonomy and responsibility for guiding Consultants and Analysts) As a Senior Consultant in Aon's Transaction Strategy (TS) practice, you will play a key leadership role on project teams, shaping human capital solutions that support complex business transformations (M&A, divestitures, joint ventures, IPOs, restructurings, etc.). You will serve as a primary day-to-day advisor to client stakeholders, lead workstreams or full projects, and mentor junior colleagues, while collaborating closely with Directors and Partners to grow key client relationships and the TS business. You bring deep expertise in at least one human capital domain (e.g., rewards, benefits, HR programs, talent/retention) and strong familiarity with the end-to-end deal or transformation lifecycle. You are comfortable operating in ambiguous, fast-paced environments and are adept at structuring complex problems, developing pragmatic solutions, and driving execution. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. A TS Senior Consultant is a seasoned professional who: • Applies advanced knowledge of human capital, rewards, and HR programs in the context of business transactions and transformations., • Translates business strategy and deal objectives into integrated human capital workplans and solutions., • Leads the delivery of medium to large client engagements or major workstreams on complex, multi-disciplinary programs., • Serves as a trusted advisor to client HR and business leaders while mentoring and developing Consultants and Analysts., • Contributes meaningfully to TS team growth, proposal development and thought leadership for the TS practice. Keeping Clients First! • Lead the delivery of key workstreams, or serve as overall engagement manager, on complex client consulting engagements related to:, • M&A (buy-side and sell-side), joint ventures, carve-outs, spin-offs, and IPOs, • Enterprise-wide restructurings and broader business transformations, • Human capital topics including compensation and benefits, HR operating model, HR policies and programs, talent, culture, and retention strategies., • Act as primary day-to-day contact for client project leads, managing expectations, aligning on scope, and ensuring high-quality deliverables., • Oversee HR due diligence activities:, • Design and implement due diligence and transaction integration/divestiture/HR standup workplans., • Direct and review the work of consultants/analysts performing data room review, interviews, and analytics., • Synthesize findings and implications into clear, executive-ready due diligence reports and recommendations., • Lead development of integrated project plans, including achievements, dependencies, and resourcing; ensure delivery on time, on budget, and within scope., • Provide both qualitative and quantitative advice to clients, including:, • Assessing HR programs, rewards, and benefits in the context of deal and transformation goals., • Developing financial and people-related models (e.g., cost, alignments, retention risk, headcount, incentives)., • Facilitate client meetings and workshops (virtual and in-person), presenting findings, options, and recommendations to both HR and business leaders., • Partner with Directors and Partners to identify client needs, shape project opportunities, and contribute to multi-year client account strategies., • Lead and model effective collaboration across TS, broader Talent, and other Aon solution lines (e.g., Health, Wealth, Risk, M&A Advisory)., • Coach, develop, and provide feedback to Consultants and Analysts, helping them build expertise in transaction-related human capital work., • Promote a culture of innovation, inclusion, and continuous improvement within project teams and the broader practice., • Actively incorporate emerging industry, market, and technology trends into project approaches and deliverables to keep Aon's human capital advisory offerings differentiated and relevant., • Build and manage multi-stakeholder client relationships across HR, Finance, Legal, and business leadership, becoming a go-to resource on human capital aspects of deals and transformations., • Take ownership of significant parts of business development efforts:, • Co-create proposals and statements of work with senior TS leaders., • Develop pricing and scoping approaches for defined workstreams., • Contribute to pitch meetings and orals presentations., • Help evolve and enhance TS methodologies, toolkits, templates, and knowledge resources; drive adoption of standards across the team., • Deepen understanding of Aon's broader Human Capital and Risk offerings and proactively bring integrated solutions to clients., • Manage project economics, including monitoring budgets, controlling scope, and ensuring profitable, high-quality delivery., • Collaborate with internal leaders with vision and solution line experts to design holistic client offerings that connect human capital, rewards, benefits, and broader business transformation objectives., • Identify cross-sell and up-sell opportunities in existing engagements, and bring them forward to Directors and Partners., • Contribute to thought leadership by:, • Supporting the development of client-facing perspectives, articles, or tools on HR in M&A and transformation., • Sharing insights from projects and market activity that can shape Aon points of view and go-to-market strategies., • Use data-driven insights to articulate the commercial impact of human capital strategies on deal value, synergy realization, and business performance., • Significant experience (typically 5-8+ years) in human capital, rewards, or HR consulting, or equivalent corporate experience in:, • Compensation and/or Employee benefits and, • HR programs, policies and operating model., • Demonstrated experience working on:, • HR-focused M&A transactions, business transformations, or large-scale organizational change (corporate or consulting environment)., • Proven ability to:, • Lead workstreams or projects and manage multiple stakeholders in high-pressure, time-sensitive environments., • Gain trust and credibility with senior client partners and internal leaders., • Structure complex problems, apply critical thinking and develop pragmatic, actionable recommendations., • Strong communication and presence:, • Excellent written and verbal communication skills, including development and delivery of executive-level presentations., • Ability to facilitate client meetings and workshops, and to communicate technical/analytical concepts in a business-focused manner., • Advanced analytical and technical skills:, • Strong proficiency with Microsoft Excel (e.g., financial models, people analytics, scenario modeling) and PowerPoint., • Comfort working with large datasets and translating outputs into insights and recommendations., • Demonstrated track record of:, • Leading and mentoring junior team members., • Taking ownership of deliverables and personal/professional development., • Effectively prioritizing and managing multiple projects concurrently. Education • Bachelor's degree in Finance, Business Management, Human Resources, Economics, or other relevant field required., • Advanced degree (MBA, MS in HR/Industrial Relations, JD, (or other relevant master's) or other relevant master's)experience is a plus., • Additional desired qualifications:, • Professional certifications (e.g., SHRM-CP/SCP, WorldatWork, CEBS, project management certifications such as PMP)., • Demonstrated experience in compensation and benefits design, HR M&A and/or organization transformation work. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email_ The salary range for this position (intended for U.S. applicants) is $130,000 - $160,000 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. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-KN1 #LI-HYBRID 2578385

_ is the Platform for AI Success, the enterprise orchestration layer for building, deploying, and governing AI. In a single environment, teams design and operate analytics, machine learning, and AI agents with the transparency, collaboration, and control enterprises require. Sitting above data platforms, cloud infrastructure, and AI services, Dataiku connects the full enterprise AI stack - empowering organizations to run AI across multi-vendor environments with centralized governance. The world's leading companies rely on Dataiku to operationalize AI and run it as a true business performance engine delivering measurable value. For more, visit the Dataiku , , , and . The Deal Desk Manager will bring a wealth of experience to lead and optimize deal structures, providing guidance and recommendations to the Sales team. Responsibilities will encompass overseeing the entire internal deal process, fostering a collaborative approach, and ensuring effective support between multiple teams throughout the deal cycle. Responsibilities include: • Direct Management of Deal Desk resources, • Lead and manage quotes and pricing approvals., • Ensure the seamless and efficient movement of deals through the sales process., • Verify and validate accuracy of signed paperwork for booking (Order Documents, Purchase Orders...), • Collaborate closely with the Sales team to guarantee accurate creation and tracking of opportunities in Salesforce., • Work closely with internal stakeholders (e.g., VP Sales, Legal, Revenue Accounting, Finance, Product) to ensure deals comply with accounting requirements and internal processes., • Act as the primary point of contact to coordinate, address, and resolve any tools or contracts-related issues., • Serve as a trusted advisor to the sales team on complex deal-related matters., • Ensure on time deal closure, specifically during focused Quarter end periods, • Drive strategic projects and initiatives focused on enhancing productivity and simplifying processes throughout the sales cycle., • Partnering with Analytics teams to maintain and improve data quality in Sales systems (Salesforce, Ironclad etc...) and perform monthly reconciliation, • Contribute significantly to the efficient onboarding of new Account Executives (AEs) in a fast-paced environment., • Proactively engage with relevant sales teams to early engage on complex and high-value deals. Success Profile: • Proven managerial experience in Deal Desk operations, including proficient spreadsheet and systems management, particularly in Salesforce., • Excellent communication skills, both written and verbal., • Comfortable navigating ambiguity in a fast-paced business environment with an international focus., • Strong organizational skills with the ability to multitask and prioritize effectively., • Adaptability to frequent changes in products, policies, procedures, and team composition., • Demonstrated ability to work independently, exhibit good judgment, and provide leadership in a fast-paced environment., • Self-motivated with a commitment to continuous learning and improvement, Detail oriented, • Proven ability to lead and collaborate effectively with remote teams. Compensation and Benefits The final compensation package for this role will be determined during the interview process and is based on a variety of factors, including, but not limited to, geographic location, internal equity, education, skill set, experience and training. Eligible roles may also be entitled to receive commission or other variable compensation through Dataiku's incentive compensation program. Dataiku also offers comprehensive benefits, including stock options, medical, dental, and vision plans, flexible spending accounts, pre-tax commuter benefits, a 401k company match, paid vacations and sick leave, paid parental leave, employer paid disability coverage, and additional health and wellbeing perks and benefits. Dataiku reserves the right to amend or modify employee perks and benefits at any time. US only national base pay ranges$130,000—$135,000 USD What are you waiting for! At Dataiku, you'll be part of a journey to shape the ever-evolving world of AI. We're not just building a product; we're crafting the future of AI. If you're ready to make a significant impact in a company that values innovation, collaboration, and your personal growth, we can't wait to welcome you to Dataiku! And if you'd like to learn even more about working here, you can visit our . Our practices are rooted in the idea that everyone should be treated with dignity, decency and fairness. Dataiku also believes that a diverse identity is a source of strength and allows us to optimize across the many dimensions that are needed for our success. Therefore, we are proud to be an equal opportunity employer.All employment practices are based on business needs, without regard to race, ethnicity, gender identity or expression, sexual orientation, religion, age, neurodiversity, disability status, citizenship, veteran status or any other aspect which makes an individual unique or protected by laws and regulations in the locations where we operate. This applies to all policies and procedures related to recruitment and hiring, compensation, benefits, performance, promotion and termination and all other conditions and terms of employment. If you need assistance or an accommodation, please contact us at: Protect yourself from fraudulent recruitment activity Dataiku will never ask you for payment of any type during the interview or hiring process. Other than our video-conference application, Zoom, we will also never ask you to make purchases or download third-party applications during the process. If you experience something out of the ordinary or suspect fraudulent activity, please review our page on identifying and reporting fraudulent activity_

Managing Director - Investment Banking This role requires a minimum of 3 days per week working in our New York City office. Aon is looking for a Managing Director in Aon Securities, our investment banking group. This role will be responsible for originating, structuring, and marketing transactions to provide debt-related financing and capital for insurance companies. Close collaboration with all members of the Aon Securities team, including its catastrophe bond practice, and other key groups within Aon's reinsurance business will be key. This individual will possess demonstrated expertise over a broad range of solutions for insurance and reinsurance clients. They will have led numerous transactions, preferably with an emphasis on insurance-linked securities domestically and internationally. This role requires a track record of successfully sourcing, managing, and executing complex transactions over extended timeframes. This individual will serve as a trusted advisor to sophisticated clients regarding cat bonds, sidecars, general financing, and other matters. Position Responsibilities: Contribute to executing the Aon Securities business strategy by focusing on Aon's core product offerings using the appropriate resources available to: • Build and maintain strong commercial relationships with clients and prospective clients, • Market and execute multiple financial advisory and capital raising transactions, • Contribute to research and innovation related to transferring risks and new structural solutions, • Strengthen the firm's brand, • Drive global connectivity and collaboration across other Aon teams, • Manage and develop the skills of junior team members Key Capabilities: Critical Thinking: • Assess competitors, clients, and market segments to set ambitious but pragmatic business objectives, • Develop short-term and long-term strategies for transaction origination and placement, • Identify opportunities and develop or introduce new products as appropriate Building People Capability: • Actively engage with members of the overall team. For specific transaction team members, give critical feedback in real time and for use in periodic performance reviews to suggest areas for development, • Use existing Aon programs to support employees' career growth in individual ways Key Leadership Dimensions: • Managing and Coaching People - Lead high performing teams; influence desired outcomes by communicating vision and demonstrating standard methodologies;, • Applied Critical Thinking - Anticipate and react to business goals and opportunities strategically and creatively; take a leading role in developing and sponsoring new services;, • Act with Integrity - Integrate the Aon values of integrity, trust, character, pride and ethics into all aspects of work; demonstrate a high level of consistency between words and actions across all business situations; accept ultimate responsibility for results; always advocate for the best interests of clients, employees and shareholders;, • Commitment to Success - Network within Aon and the marketplace to develop professional relationships; demonstrate unwavering commitment to high performance in the process of account management; set a personal standard of high quality and integrity for self and others; Key Qualifications: • 15+ years' experience within the insurance sector, with expertise in sourcing, structuring, and performing a variety of structured finance and advisory transactions, • Excellent communication skills and leadership skills, • Experience with capital raising, strategic advisory, and insurance sector expertise, • Extensive knowledge and understanding of the insurance and reinsurance industries, • Ability to develop and maintain relationships with sophisticated insurance company clients, • BS/BA or equivalent experience How we support our colleagues Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at _ or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $300,000 to $375,000 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. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. #li-ar1 #LI-HYBRID 2576303

Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Campaign Execution: • Internal Outreach: Coordinate and execute internal communications to promote campaign initiatives and drive engagement among Aon colleagues., • Outbound Campaign Element Creation & Distribution: Design and distribute outbound marketing materials, including emails, newsletters, and digital collateral, to targeted audiences., • Collateral Creation & Distribution: Develop, update, and disseminate marketing collateral (brochures, presentations, case studies) to support sales and client-facing teams., • Social Media Campaign Design & Execution: Plan, create, and manage social media campaigns across platforms (LinkedIn, Twitter, etc.), ensuring alignment with brand messaging and business objectives., • Program Management: Program manage all aspects of each marketing campaign, including leading both internal teams and external partners to ensure timely and successful execution - particularly with Aon Business Services on creative support. Marketing Attribution Tracking: • Implement and manage systems to accurately measure and analyze the effectiveness of marketing channels and campaigns, providing actionable data to optimize marketing ROI. Lead Segmentation & Optimization: • Develop and regularly refine segmentation of new leads and existing clients within Eloqua, Dispatch/Deal Cloud, ensuring targeted and effective marketing efforts., • Align and optimize lead enrichment data from AonConnect, Eloqua, DealCloud and Zoominfo for targeted outbound campaigns. Revenue Tracking: • Collaborate with sales and finance teams to track marketing-driven revenue, ensuring accurate attribution and reporting of campaign impact on business growth. Internal Communications Leadership: • Lead internal communications for all metrics, ROI reporting, and quarterly strategic updates to ensure transparency and alignment across teams utilizing the Global Wall and relevant databases in Sharepoint. Sales Enablement Collaboration: • Liaise with the Sales Enablement team to develop net new outbound target prospect leads across Private Equity, Corporate, and Advisor accounts. Digital Asset Performance: • Collaborate with Aon's digital team to optimize the performance of all AMATS digital assets (websites, landing pages, etc.). Skills and experience that will lead to success • Bachelor's degree in Marketing, Business, Communications, or related field., • 2+ years of experience in marketing analytics or campaign management, preferably in professional services or financial services., • Proficiency with marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud)., • Strong analytical skills with experience in marketing attribution and revenue tracking., • Experience with CRM and marketing data platforms such as Dispatch and Deal Cloud., • Excellent communication, organizational, and project management abilities., • Experience designing and executing multi-channel campaigns, including social media., • Ability to lead cross-functional teams and manage multiple projects simultaneously. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $73,000 - $85,000 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 New York, New York. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-SP1 #LI-HYBRID 2579681

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of the New York or San Francisco offices. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. As a Director on the Fintech Corporate Banking team, you will work directly with the most innovative, marketdefining companies shaping the future of financial services. This role combines sector expertise with strong relationship leadership to anticipate client challenges, shape strategic conversations, and ensure seamless execution across the full commercial banking platform. Responsibilities The Relationship Management team leads the acquisition, orchestration, and growth of client relationships across the fintech sector, concentrating on latestage companies with complex, scaled operating models. The Director aims to deliver an ideal client experience by developing a deep understanding of fintech companies and their strategic needs, by serving as a trusted advisor to key stakeholders, and by collaborating across internal teams to deliver integrated solutions. • Serve as the primary relationship lead for a portfolio of clients, building deep, multilevel relationships with senior leaders., • Drive new business development through targeted prospecting and ecosystem engagement. Host and participate in curated events to elevate the bank's brand, support market presence, and connect with clients and prospects in meaningful ways., • Identify cross-sell opportunities through the understanding of client needs and knowledge of Bank's solutions, with a focus on high-volume embedded payment offerings. Actively support the product sales and implementation teams to drive the best experience., • Partner closely with Credit Solutions and Warehouse Lending to help facilitate each stage of the credit process from initial discovery. Be an active partner in managing and advising on treasury-related credit exposure such as ACH debit origination, settlement lines, and credit cards., • Coordinate effectively with internal teams on compliance requirements to ensure proper risk management while supporting a positive client experience., • Be a leader on the team and across the Fintech organization through culture, mentorship, and collaboration. Qualifications Bachelor's Degree and 6 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech or High School Diploma or GED and 10 years of experience in commercial banking or financial services Relationship Management, and/or industry-specific knowledge in fintech. Preferred Qualifications • 8 or more years of relevant experience, • Strong understanding of Commercial Banking products and services, • Formal credit training, • Expertise in Fintech business models (payments, digital lending, embedded finance, neobanks, crypto and blockchain, insurtech), • Ability to work both individually and within a team The base pay for this position is generally between $188,100-$250,800 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

At Scale, we believe that AI will dramatically improve the world, and our mission is to develop reliable AI systems for the world's most important decisions. To help achieve this mission, we are looking for an HR Business Partner to partner with our Gen AI Operations team. Scale AI's Generative AI Data Engine powers the world's most advanced LLMs and generative models through world-class RLHF (Reinforcement Learning with Human Feedback), human data generation, model evaluation, safety, and alignment._The data they produced is described as some of the most important work for how humanity will interact with AI. As the HR Business Partner, Operations, you will be deeply embedded within the Gen AI Operations team, advise team members as our business scales, and will support leaders in all people-related matters. You will collaborate closely with cross-functional teams such as HR Operations, Recruiting, Finance, Legal, and IT to make the Operations team as successful as possible. • Provide end-to-end HRBP support across our growing and evolving Gen AI business unit, including directly driving org health initiatives, influencing org structure to effectively scale the team, and developing and implementing creative solutions as the team navigates new markets., • Establish yourself as a trusted advisor and a knowledgeable, reliable, and empathetic partner for our employees and leaders across the Enterprise team, • Coach and advise leaders on best people practices and uplevel manager skill sets, • Lead project management for all people programs for the Enterprise organization, including org planning, onboarding, performance cycles, engagement surveys, and career development efforts, • Drive organization and order for people data and use it to provide insights and recommendations to leaders, • Work in a hybrid work environment (3 days/week) at our San Francisco Headquarters or New York office, • 5+ years of experience working in HR with progression and growth in scope, with 3+ years of experience in an HR Business Partner role at a fast-paced, high-growth company, • Demonstrated experience engaging with executive-level leadership on org-wide initiatives, and ability to partner and build relationships with senior leadership, • Strong ability to relate to, empathize with, and quickly build trust with people from diverse backgrounds, • Proven ability to thrive in a fast-paced, iterative environment and embrace changes in focus and direction as needed, • A passion for building scalable processes in a creative, thoughtful, and organized way, • Experience supporting a global workforce across various job functions, • Strong knowledge of Google Sheets/Excel and demonstrated ability to influence decisions with data., • Experience in Consulting or in an Operations and Strategy role at a fast-paced company. Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You'll also receive benefits including, but not limited to: comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend. Please reference the job posting's subtitle for where this position will be located. For pay transparency purposes, the base salary range for this full-time position in the locations of San Francisco, New York, Seattle is:$172,800—$216,000 USD PLEASE NOTE:Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants. About Us: At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Ernst & Young, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications. We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at accommodations@scale.com. Please see the United States Department of Labor's _ for additional information. We comply with the United States Department of Labor's Pay Transparency provision. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our _ for additional information.

Job Description Strategic Account Executive - UHV Payors Location: Hybrid in New York City (3 day in-office requirement) Qualifications: • 6+ years of proven, elite sales experience. Critical Requirement: You must have extensive experience in the relevant B2B payments space and a deep, authoritative understanding of the high-volume credit cards ecosystem (e.g., pay-by-card volume, AP/AR automation, or adjacent fintech spaces)., • Deep industry knowledge and network: You come to the table fully understanding the payments ecosystem, the key players, card networks, and the intricate nuances of payment monetization., • Strategic GTM builder: You don't just work a territory; you build a comprehensive Go-To-Market plan to hit your number, leveraging your knowledge of industry events, target personas, and existing relationships., • Mastery of complex, long sales cycles. You are highly confident navigating multifaceted buying groups and negotiating complex pricing/liquidity structures with CFOs and CEOs., • A track record of consistently crushing targets, closing "whale" accounts, and driving massive top-line revenue growth., • Culture carrier: You are deeply committed to building a positive, collaborative, and high-energy team vibe. You elevate the people around you and naturally step into informal mentorship roles., • Exceptional communicator and negotiator who can command a room, whether via Google Meet, phone, or high-stakes in-person meetings., • Power user of sales tools (Salesforce, Outreach, Gong, Apollo, LinkedIn Sales Navigator) who uses data to refine territory strategy. A day in the life and how you'll make an impact: • Architect and execute a territory GTM plan: Build a proactive strategy that utilizes industry events, network relationships, and targeted outbound to capture Melio's largest potential clients., • Hunt the "Whales": Lead complex, high-stakes sales cycles from initial relationship building through deep financial discovery, negotiation, and close., • Act as a trusted advisor to the C-Suite: Deliver highly consultative pitches that speak the language of finance, focusing on cash flow optimization, float, and capital efficiency., • Drive cross-functional alignment: Partner deeply with Product, Risk, and Executive leadership to structure complex deals and ensure smooth onboarding for our most critical accounts., • Travel strategically: Represent Melio at major trade shows, industry conferences, and key on-site client visits to build pipeline and close deals., • Shape the future of UHV: As the most senior IC on the team, you will consistently exceed massive revenue targets while directly influencing product roadmaps and defining the "gold standard" playbook for the entire UHV organization. About the team: The Ultra High Value (UHV) Payors team is a new, high-visibility initiative at Melio. You'll play a crucial role partnering to build on existing processes, and selling an innovative and dynamic solution poised for dramatic scale. This is a unique opportunity to make a significant and lasting contribution to the company's growth and future success. About Melio USA: • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary range for this position is $125,000 - $140,000 with an additional variable bonus., • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA., • 401K matching: Feel the investment of working at a high-growth company., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!, • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them. Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency., • Experience with customer journey mapping, product lifecycle management, and digital transformation strategies. Benefits This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023. https://www.capgemini.com/us-en/about-us/who-we-are/

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Regulatory Counsel VGW is an interactive entertainment company, harnessing technology and creativity to deliver world-class, free-to-play online social games. We have an exciting opportunity to join our Legal team in the USA and are currently looking for a Regulatory Counsel to join the team. In this role you will advise the business on gaming and government affairs regulation, providing strategic guidance to ensure compliance and manage legal risks. Key responsibilities will include: • Providing expert legal advice on US gaming laws and regulations across multiple jurisdictions., • Advising on government affairs activities, ensuring full compliance with lobbying, ethics, and campaign finance laws., • Acting as a trusted advisor to leadership, providing clear, practical guidance on complex regulatory and legal affairs matters., • Drafting and maintaining internal legal guidelines related to regulatory compliance. What you will bring to the role: • At least 8+ years post-qualification experience at a top-tier law firm or in-house, within gaming or other highly regulated industry., • An active bar membership., • Significant experience advising government affairs teams and working with U.S. regulators on licensing and enforcement processes., • Strong risk management skills and high commercial acumen to understand business drivers., • Excellent communication skills with the ability to influence stakeholders and simplify complex legal concepts., • The ability to work independently across different jurisdictions and time zones while collaborating effectively in cross-functional teams The salary range for this role is USD $230,000 - $270,000 per year. About VGW VGW is an interactive entertainment company, harnessing technology and creativity to deliver world-class, free-to-play online social games. Our high-quality, acclaimed brands include Chumba Casino, Global Poker and LuckyLand Slots, which are enjoyed by millions of players in North America. We pioneered online 'Social Plus' games – a freemium model whereby games are available to play at no cost, but include optional in-game purchases to enhance gameplay along with sweepstakes promotions, where players can collect free entries for the chance to win real-world prizes. The added 'Plus' is that at VGW, one of our core values is "our players come first". This means always striving to deliver a safe, responsible and positive player experience. Why VGW? At VGW, we're more than just a team. We're a diverse and inclusive group of individuals, each playing a vital role in our success. Our core values are clear and strong; we win together, do what's right, put our players first and are powered by passion. We believe in our people and are committed to creating an environment where everyone feels welcome, inspired, and supported. We recognise that life is more than just work - that's why we're all about flexibility so you can strike a healthy balance between your personal life and career. We're also here to champion your growth in your current role and future aspirations, providing opportunities for learning and career advancement. And to top it off, we back this all up with competitive compensation, perks and benefits. But it's not all business. We inject fun into the workplace, celebrate together and create lasting memories, from a mix of in-person and online events, to social gatherings and much more. It's our combined skills, ideas and visions that drive us forward. Join us on this exciting journey, and together, we'll achieve remarkable things. If you want to join a team that does things differently, apply today - we look forward to seeing what you can bring to our team. Find out more at www.vgw.co #LI-JG1 #LI-Remote Privacy Policy

Job Description The salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Hybrid: 4 days in office/1 day remote Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has remained steadfast in its commitment to addressing homelessness in New York City. We serve some of the city’s most vulnerable residents—individuals living on the streets or in environments unfit for human habitation—by “lighting the path home, one person at a time.”At the heart of our work is a Housing First approach. We recognize that secure housing is the essential foundation upon which individuals can rebuild their lives. Through a diverse portfolio of housing and programmatic services, we meet people where they are, delivering personalized, person-centered support that empowers each individual to reclaim stability, dignity, and their vision of a better future. Urban Pathways is both a service provider and a catalyst for transformative change, grounded in equity, inclusion, and respect for every person we serve. Job Summary Reporting directly to the CEO, the Chief Financial Officer (CFO) is a key member of the Executive Leadership Team and is responsible for the strategic, operational, and cultural leadership of all financial functions across a complex, multi-site, government-funded nonprofit organization.The CFO ensures financial sustainability, regulatory compliance, operational excellence, and data-driven decision-making, while aligning financial strategy with Urban Pathways’ mission, growth priorities, and person-centered service model.This role requires a hands-on, strategic leader who can operate effectively in a highly regulated, multi-revenue-stream environment, while simultaneously modernizing systems, strengthening infrastructure, and supporting organizational scale and impact.The CFO will be an active listener, provide high-quality customer service, and respond by exhibiting cross-cultural awareness with the ability to promote and contribute to an equitable and inclusive anti-racist organizational culture and environment. Key Responsibilities & Essential Functions Financial Leadership & Strategy • Serve as a strategic advisor to the CEO, Executive Leadership Team, and Board of Directors on all financial matters., • Develop and execute short- and long-term financial strategies that support organizational growth, sustainability, and mission impact., • Lead enterprise-wide financial planning, including annual budgets, multi-year forecasts, capital planning, and scenario modeling tied to program expansion and policy changes., • Translate complex financial data into clear, actionable insights for non-financial leaders., • Align financial strategy with organizational priorities, including service outcomes and organizational goals. Financial Management, Budgeting & Reporting • Oversee all financial operations including budgeting, forecasting, reporting, audit coordination, and internal controls., • Manage a multi-million-dollar budget across 20+ sites and diverse funding streams, • Own the annual budgeting process and implement rolling forecasts with variance analysis at both organizational and program levels., • Deliver accurate, timely monthly, quarterly, and annual financial reports in accordance with GAAP and funder requirements., • Build dashboards, KPIs, and reporting tools that enhance transparency and decision-making., • Ensure continuous audit readiness and oversee preparation of financial statements and supporting documentation., • Oversee financial management and reporting for affiliated entities and limited partnerships, including real estate holdings and supportive housing portfolios., • Manage partnership accounting, including allocations, and investor calculations. Government Funding, Grants & Revenue Cycle Management • Oversee financial administration of federal, state, and NYC government contracts, grants, and private funding., • Manage reimbursement-based revenue cycles, billing processes, and receivables; improve drawdown timing and reduce aged receivables., • Ensure compliance with all regulatory requirements, including grant restrictions, indirect cost allocations, and reporting obligations., • Partner with program and development teams on grant budgets, cost modeling, and pricing strategies for new programs. Systems, Infrastructure & Transformation • Lead modernization of financial systems (e.g., Financial Edge), including implementation, integration with HRIS and grants systems, and change management., • Design and optimize workflows across procure-to-pay, grant reporting, and financial close processes., • Strengthen financial infrastructure, internal controls, and policy frameworks in a distributed, multi-site environment., • Drive continuous improvement initiatives to increase efficiency, accuracy, and scalability. Strategic Planning & Organizational Capacity Building • Partner with executive leadership to support organizational growth, program expansion, and operational scaling., • Identify opportunities for efficiency, innovation, and improved service delivery through financial insights., • Support infrastructure and staffing models that align with programmatic needs and long-term sustainability., • Lead special projects that enhance financial transparency, operational effectiveness, and impact. Compliance, Risk Management & Governance • Ensure full compliance with federal, state, and local regulations, as well as funder requirements., • Oversee risk management related to financial operations and internal controls., • Lead external audits and serve as the primary liaison with auditors, financial institutions, and consultants., • Implement corrective actions and continuously strengthen compliance processes., • Serve as staff lead to the Board Finance Committee, preparing high-quality materials and presenting insights., • Ensure compliance with partnership agreements, investor requirements, regulations, and applicable housing finance programs., • Coordinate audits, tax filings, and investor reporting for all partnership entities. Leadership & Team Development • Lead, mentor, and develop a finance team (approx. 8 staff), fostering a culture of accountability, collaboration, and excellence., • Establish clear service standards, roles, and performance expectations., • Drive succession planning, staff engagement, and professional development., • Partner cross-functionally with program, HR, and development teams., • Promote a culture of equity and inclusion throughout financial operations and organizational practices. Performs all other duties as assigned and as required. Qualifications, Education and Experience • Bachelor’s Degree Required, master’s degree or CPA strongly preferred., • Minimum of 10 years of progressive financial leadership experience, preferably within nonprofit, healthcare, human services, or government-funded environments., • Experience overseeing multi-site financial operations and organizational growth initiatives., • Strong knowledge of government grants, contracts, and reimbursement methodologies., • Solid experience working with Boards of Directors and Board committees required., • Experience in housing, homelessness services, or Housing First models., • Familiarity with NYC funding agencies and regulatory landscape., • Experience with real estate accounting, limited partnerships, and financing structures., • Experience leading financial system implementations or transformations. Skills & Competencies • Strategic thinking with strong analytical and problem-solving skills., • Ability to balance big-picture strategy with hands-on execution., • Excellent communication skills with the ability to translate financial data for diverse audiences., • Results-oriented, proactive, and accountable leadership style., • Strong project management and organizational skills in complex environments., • High integrity, sound judgment, and commitment to mission-driven work., • Ability to maintain operations while driving transformation., • Collaborative, inclusive leadership approach with strong interpersonal skills., • Bi/Multi-lingual a plus. Capabilities • May be required to work a flexible schedule including weekends, holidays, and evenings., • Ability to sit, stand, walk, bend, stoop, push, pull, lift (up to 25 lbs.)., • Desire to perform the essential functions of this job., • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Urban Pathways offers a comprehensive benefits package designed to support the well-being and professional growth of our employees. These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

Job DescriptionSalary: $115,000 - $125,000 About Room to Grow At Room to Grow, we believe that strong starts in childhood lead to strong outcomes in life, and that parents and caregivers are best equipped to nurture their childrens growth and development when they have the support they need to thrive. We partner with families during the critical early years (ages 0-3) through our unique, strengths-based program, working alongside parents to offer consistent, personalized support and resources to meet their childs needs and goals. Room to Grow is a non-profit organization operating in New York and Boston with a team of 40+ passionate and dedicated team members. Check out our website to learn more about us! Position Summary Reporting to the Chief Executive Officer, the Senior Director of Development is the senior day-to-day leader of Room to Grows External Engagement function, responsible for ensuring the team, systems, and workstreams are aligned to support the organizations fundraising, visibility, and growth goals. Working closely with the CEO, this role leads a cross-functional team spanning individual giving, institutional and corporate partnerships, events, development operations, and brand and communications, and is accountable for strong team management, clear priorities, and consistent execution across all external engagement efforts. The Senior Director oversees the implementation of integrated fundraising and communications strategies that drive growth across multiple revenue streams and elevate Room to Grows brand and visibility. In close partnership with the CEO, this role also serves as a key advisor in shaping overarching external engagement strategy, helping translate high-level organizational priorities into clear departmental direction while ensuring functional leads are meaningfully engaged in informing and refining strategy within their respective areas. This role is responsible for building the structure, accountability, and operational discipline needed to support strong fundraising results and sustainable growth. The ideal candidate is a collaborative and experienced people leader with strong interpersonal, communication, and relationship-building skills, and a track record of leading high-performing teams across multiple functions. They bring demonstrated fundraising and external engagement experience, strong operational and coordination skills, and the ability to build the structure, systems, and accountability needed to support effective execution in a growing organization. This is a critical leadership role that will collaborate closely with program, finance, operations, people & culture, and the CEO to advance organizational goals. Position Responsibilities Responsibilities include, but are not limited to: Leadership & People Management (35%) • Provide day-to-day leadership, coaching, and development for a cross-functional team of six direct reports, with overall responsibility for the performance, alignment, and success of a ten-person External Engagement department (9 FTE + 1 PT)., • Cultivate a collaborative and accountable team culture, ensuring team members consistently demonstrate Room to Grows values in their work and across all fundraising and communications efforts., • Set clear performance expectations, provide consistent and actionable feedback, and conduct regular check-ins and performance reviews to support staff growth and goal attainment., • Partner with the People & Culture team to support hiring, onboarding, professional development, and performance management practices across the department., • Represent Room to Grow internally and externally with professionalism, passion, and a strong grounding in our mission, values, and impact. External Engagement Strategy Execution & Oversight (30%) • Serve as a strategic thought partner to the CEO in shaping overarching fundraising, brand & communications priorities, helping translate organizational goals into clear, actionable plans for the External Engagement team across all revenue streams., • Act as a key bridge between the CEO and External Engagement functional leads (Brand & Communications, Events, Individual Giving, Institutional Giving, Partnerships). Ensure frontline insights and function-specific expertise inform broader strategy discussions while maintaining alignment with organizational priorities., • Provide day-to-day leadership and cross-functional oversight across all External Engagement functions, ensuring team efforts are integrated, well-coordinated, and aligned with organizational goals and department priorities., • Support functional leads as a thought partner and resource, reinforcing best practices and promoting consistent, effective execution through planning, problem-solving, and decision-making., • Partner with the CEO and other senior leaders on multi-year revenue projections and fundraising goal-setting across all streams., • Support the Brand & Communications function in advancing communication efforts that strengthen Room to Grow's visibility, brand, and fundraising goals., • May maintain a limited portfolio of high-priority individual, institutional, or corporate relationships, with a focus on stewarding select partnerships that are strategic to the organizations growth and leadership fundraising efforts., • In support of a small, collaborative team, provide flexible leadership and occasional hands-on support across functions as needed to ensure continuity during staff absences, transitions, or other key organizational moments., • Partner closely with the Managing Director, Boston & Organizational Success to align cross-regional fundraising strategy, coordinate on multi-year revenue planning, and support Leadership Council management and Board engagement. Ensure fundraising activities in all regions are well-integrated with the broader External Engagement strategy., • Collaborate with the Manager, External Engagement on cross-functional special projects, affinity group strategy, peer-to-peer fundraising, donor pipeline development, and team operations. Fundraising Performance (20%) • Lead a department accountable for the fundraising and brand activities that sustain Room to Grow's approximately $6M annual operating budget, with revenue generated across individual giving, institutional and corporate partnerships, events, and peer-to-peer initiatives. Specific multi-year revenue targets and growth goals will be set in partnership with the CEO and Board., • Establish and maintain team-wide KPIs and systems for tracking, reporting, and optimizing performance across all revenue streams., • Provide regular performance updates to the CEO and Board of Directors, translating fundraising data into clear insights and recommendations., • Hold team leads accountable for performance against revenue goals, providing guidance and course correction to ensure strong execution across all External Engagement functions. Operations & Infrastructure (15%) • Oversee fundraising operations, systems, and workflows to support strong execution, donor stewardship, data integrity, and cross-functional coordination., • Develop and manage the External Engagement expense budget, allocating resources effectively across functions and initiatives., • Ensure data-driven decision-making and high standards of donor data integrity across the team's use of Salesforce and related systems., • Identify and address systemic gaps in External Engagement infrastructure, processes, and coordination to support long-term sustainability and scale. Qualifications and Experience • A passion for the mission, vision, and core values of Room to Grow., • 7+ years of progressive experience in fundraising, external relations, nonprofit advancement, or a related field, with demonstrated success in a senior management or leadership role., • Proven track record leading and developing high-performing teams, including managing multiple direct reports across distinct functional areas., • Strong people management skills, including setting clear expectations, providing coaching and feedback, fostering accountability, and building a collaborative, values-driven team culture., • Demonstrated breadth of fundraising and external engagement experience across multiple functions such as individual giving, institutional fundraising, development operations, corporate partnerships, communications, and related functions, with the ability to coach and support team members across multiple workstreams., • Strong operational and project management skills; able to manage multiple priorities across teams and maintain clear alignment, follow-through, and accountability., • Excellent interpersonal, communication, and relationship-building skills, with the ability to engage effectively with staff, senior leaders, Board members, donors, and external partners., • Experience using fundraising data and performance metrics to monitor progress, inform decision-making, and drive accountability., • Experience managing fundraising operations systems, including Salesforce or similar CRM platforms., • Experience in a small or growing nonprofit environment, with comfort operating in a highly collaborative and hands-on setting., • Experience working closely with a CEO and/or Board of Directors on fundraising and communications planning, reporting, and relationship management., • Familiarity with the New York City and/or Boston philanthropic landscape preferred. Additional Requirements: • Local travel within your home market (NYC or Boston); occasional travel to the alternate office approximately 4x/year., • Flexible work schedule, including some evenings and weekends for events., • Candidates must be based in New York, NY or Boston, MA; this is a hybrid role requiring at least 2 days/week in our South Bronx, NY or Roxbury, MA office. Compensation and Benefits Room to Grow offers a collaborative work environment, support with scheduling and client communications, competitive compensation, and a comprehensive benefits package including: • 8+ weeks of paid time off per year (holidays, vacation, sick time, personal/self-care time), • Medical, Dental and Vision Insurance, Health FSA, Dependent Care FSA, • 403(b) retirement savings with matching program, • Wellness reimbursement up to $250 per year, • So much more! Salary and benefits will be competitive for our field and commensurate with experience. Room to Grow is an equal opportunity employer and welcomes candidates from diverse backgrounds. Reasonable Accommodations We are committed to an inclusive interview experience, including providing reasonable accommodations to applicants with disabilities. We encourage you to share any required accommodations with ismael.loera@roomtogrow.org, who will treat your requests as confidentially as possible. Diversity, Equity, and Inclusion We view differences between individuals (e.g., race, gender, age, cultural heritage, physical ability, education, beliefs, and lifestyle) as an asset. We celebrate what makes us unique and strive to create an inclusive environment for all. We are focused on fostering a culture of empowerment in an effort to better understand and serve the multifaceted cultures and identities of all of those within the Room to Grow community. At Room to Grow, our DEI efforts focus on uplifting the experiences and perspectives of underrepresented groups and doing the work that draws out the best in all of us. To Apply Submit your application via Room to Grows career portal.

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure, • Other duties as needed Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • Five to twenty-five years of job-related experience Certifications: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. The Business Transformation Business Unit specializes in partnering with organizations to accelerate growth by driving employee engagement and adoption. This is achieved through cross-sector and cross-functional support in strategy, leadership alignment and coaching, large-scale transformation, strategic change management, and HR modernization efforts. The focus lies in functional transformation, digital and AI transformation, and cultural transformation. Our dedicated team helps navigate complexities for sustainable success in a rapidly evolving marketplace. Sia’s Managing Directors (MDs) are pivotal leaders who drive the firm’s strategic direction and long-term success. They are accountable for accelerating business growth through business development, client relationship management, consulting delivery, and team leadership. In addition to client acquisition and growth, MDs serve as trusted advisors – bringing thought leadership, strategic foresight, and industry best practices to help clients navigate complex transformation journeys. They play a critical role in shaping the firm’s consulting capabilities and mentoring the next generation of leaders. Job Description Lead and Deliver Transformation • Lead high-impact client engagements at the executive level, remaining actively involved in delivery while serving as a trusted advisor to C-suite leaders., • Advise CHROs and senior HR leaders on workforce and HR transformation, including operating model design, organization design and HR technology., • Partner closely with CFOs and finance leaders to connect HR strategy to financial outcomes including workforce cost transparency, productivity, budgeting, and value realization, • Connect people strategy to financial outcomes such as workforce cost transparency, productivity, budgeting inputs, and value realization., • Guide clients through AI-enabled transformation, balancing innovation with governance, controls, and adoption. Drive Growth • Originate and grow senior-level client relationships with CHROs, CFOs and executive leadership teams., • Own revenue targets through new business development, executive relationship building and strategic account expansion., • Shape and launch market-relevant offerings at the intersection of people strategy, finance, and enterprise transformation, with a clear focus on measurable business and financial impact. Serve as a Trusted Advisor • Act as a thought partner to CHROs, CFOs and executive leadership teams navigating complex organizational and workforce change., • Translate talent and workforce decisions into clear business and financial implications, enabling informed executive and board-level decisions., • Bring Practical insight, executive presence, and a strong point of view grounded in experience leading enterprise transformation. Build Teams and Capability • Attract, mentor, and develop top consulting talent, with a focus on executive readiness and delivery excellence., • Set clear expectations for quality, collaboration, and accountability across complex, multi-stream engagements., • Contribute to the evolution of the firm’s business transformation capabilities and long-term strategy. External Market Leadership & Visibility (Required) Candidates must demonstrate an established external presence, including active participation in industry-facing activities, such as: • Speaking engagements at industry conferences, client forums, or professional events., • Panel participation or moderation on relevant business, functional, or industry topics., • Professional memberships in recognized industry associations or advisory councils., • Regular attendance and/or leadership involvement in executive-level events or forums that support brand building, client development, or thought leadership. Qualifications, • Currently based in New York with a strong local network of senior executive buyers across industries., • 9+ years of consulting experience, with a focus on business and HR transformation and a demonstrated ability to apply a strong financial lens., • Bachelor’s degree in a relevant field; MBA or advanced degree preferred., • Proven ability to lead sales/business development efforts supporting and expanding existing client relationships and revenue growth., • Demonstrated track record of generating new client opportunities while delivering complex consulting engagements., • Passionate about providing guidance and coaching delivery teams. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation Compensation Range: $180,000-$250,000 per year (base salary only). Actual base salary within this range will be determined based on skills, experience, and qualifications. Additional compensation includes personal sales bonus (uncapped) and guarantees (discretionary bonus opportunities) aligned with objectives. Robust Health Coverage • Medical plans, • Dental and Vision, • Life, AD&D and other voluntary insurance Tax-Advantaged Accounts • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Health, Dependent Care, Commuter Family Friendly Benefits • 100% paid parental leave for all new parents with eligible tenure, • Building Healthy Families program if enrolled through Medical plan Time Off to Recharge • Generous Paid Time Off (PTO) policy, • 9 company holidays plus 1 floating holiday Extras that Make Life Easier • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services, • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia provides a flexible workplace environment tailored to meet client and business needs. To support our values, this position requires an on-site presence of 3 or more days per week. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 15+ years of job-related experience Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionCareer Renew is recruiting for one of its clients a People Operations & Office Coordinator - this is a hybrid role in Jersey City. Salary range: 100-125K USD plus benefits. Our mission is to transform how money moves. We believe stablecoins will underpin a new financial fabric, one that is faster, more global, and more efficient than today’s siloed systems. That is why we are building AUSD and the Agora stack—a full-service platform that makes issuing, managing, and integrating stablecoins seamless for developers, fintechs, and institutions. We’re backed by world-class investors including Paradigm and Dragonfly, and we’re growing a team to reimagine how value moves online. ABOUT THE TEAM We bring the discipline of high-performance finance teams and the creativity of a fast-moving crypto-native startup. We’re a small, mission-driven group of builders who move fast, sweat the details, and hold a high bar for excellence. You’ll be joining a tight-knit team that values clear thinking, extreme ownership, and high-velocity decision making. ABOUT THE ROLE As our People Operations & Office Coordinator, you are our engine room. This is a high-leverage role designed for a "super-generalist" who thrives on operational excellence rather than abstract HR strategy. You will be the "glue" that keeps our team running, acting as a trusted advisor to employees and a direct source of leverage for our Founder. You are someone who finds genuine satisfaction in "closing the loop"—whether that’s ensuring a complex payroll run is flawless, organizing a world-class team off-site, or solving a sensitive internal issue before it reaches the Founder's desk. KEY RESPONSIBILITIES Founder Leverage & Admin: Act as the primary point of contact for administrative tasks, expenses, and office logistics. You are here to clear the path so the leadership team can stay focused on building. Payroll & Finance Ops: Take full ownership of monthly payroll and benefits administration. You’ll manage expenses and ensure our financial "house" is in order from an employee perspective. The "Safe Harbor" for HR: Act as an approachable, confidential point of contact for the team. You’ll handle employee queries and HR issues with common sense and empathy, especially when team members need a neutral space to talk. Event & Culture Logistics: Plan and execute high-impact team off-sites and on-sites. From travel logistics to catering, you ensure our culture thrives in person and remotely. HR Generalist Tasks: Own the "nuts and bolts" of the employee lifecycle—onboarding, offboarding, contract management, and maintaining our internal documentation. WHO YOU ARE Execution-Focused: You aren't interested in corporate "fluff." You want to get things done and you take pride in the accuracy of your work. Operationally Minded: You have 5–10 years of experience in a startup, finance, or fast-paced professional environment. You have a "no task too small" mindset. Trusted & Discrete: You can handle sensitive information and personal employee issues with the utmost maturity and confidentiality. Detail-Obsessed: You sweat the details, whether it’s a decimal point in a spreadsheet or the timing of a flight for a team event.

Job Description Title: Tax Manager, Architecture, Engineering & Construction Department: Tax, Architecture, Engineering & Construction (AEC) Supervises: Supervisors and below Role Type: Full-time Location: New York, NY, (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Manager specializing in the Architecture, Engineering, and Construction (AEC) group at Anchin will play a strategic leadership role in overseeing tax compliance, planning, and advisory services tailored to the AEC industry. This position will be responsible for managing complex tax engagements, developing innovative tax strategies, and serving as a trusted advisor to clients. The Tax Manager will lead a team of professionals, collaborate with partners, and work closely with clients to optimize tax positions, ensure regulatory compliance, and drive value through proactive tax planning. RESPONSIBILITIES: • Serve as the primary point of contact for AEC clients on tax matters, providing strategic guidance and solutions., • Lead client engagements, ensuring exceptional service delivery and fostering long-term relationships., • Advise clients on tax planning opportunities, industry-specific incentives, and credits to minimize liabilities and maximize benefits., • Oversee the preparation and review of federal, state, and local tax returns for AEC clients., • Ensure compliance with complex, industry-specific tax regulations, including construction-related tax issues., • Manage tax audits and represent clients before tax authorities, ensuring accurate documentation and successful resolution., • Develop and implement advanced tax strategies aligned with client goals and industry trends., • Monitor legislative changes and assess their impact on the AEC industry, proactively advising clients on necessary adjustments., • Identify and mitigate tax risks while ensuring adherence to regulatory requirements., • Lead, mentor, and develop a team of tax professionals, fostering a culture of growth and collaboration., • Drive process improvements to enhance efficiency, accuracy, and scalability in tax compliance and reporting., • Collaborate with firm leadership to contribute to business development initiatives and expand the AEC tax practice. Qualifications: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA preferred. Experience: • 5+ years of progressive tax experience, with a strong focus on the Architecture, Engineering, and Construction (AEC) industry., • Proven track record of managing complex tax engagements and delivering strategic client solutions., • Demonstrated leadership experience, including team management and staff development., • Exceptional analytical, problem-solving, and decision-making skills., • Strong communication and relationship-building abilities., • Proficiency in tax software and Microsoft Office applications. Compensation: • Competitive annual salary in the range of $130,000 to $185,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description Title: Tax Director/Partner, Professional Services Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in the Professional Services industry. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including Partnerships, Corporations, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings., • Review and approve technical tax research and memos, ensuring accuracy and strategic insight. Qualifications: Education: • Bachelor's degree in Accounting, Finance, or related field., • Certified Public Accountant (CPA) preferred. Experience: • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills., • Proficient in using tax software and Microsoft Office applications. Compensation: • Competitive annual salary in the range of $220,000 to $500,000+, based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description Hi, we're Oscar. We're hiring an Associate Director, Insurance Product Insights & Intelligence to join our Insurance Product Development team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Associate Director, Insights & Intelligence will lead the development of relevant market, competitor, and consumer intelligence to support Oscar's insurance product organization. This role serves as a strategic advisor across product, market leadership, actuarial, network, growth, and finance teams, translating complex market dynamics into actionable recommendations that drive product strategy, portfolio optimization, retention, growth, and market expansion decisions. This leader will oversee market intelligence programs, competitive analysis, consumer insights, and strategic reporting efforts while helping shape long-term product and market strategy across Oscar's lines of business. You will report into the Vice President, Insurance Product Innovation and Development Work Location: This is a remote / work-from-home role. You must reside in one of the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, or Virginia. Note, this list of states is subject to change. #LI-Remote Pay Transparency: The base pay for this role is: $180,504 - $236,911 per year in New Jersey, New York, and California. The base pay for all other locations is: $$162,453- $213,220 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities: • Strategic Leadership & Insights, • Lead development of insurance product and market specific competitive intelligence strategies across Oscar's geographies served, • Oversee creation of relevant market insights tied to growth, retention, product performance, market expansion, and portfolio optimization, • Translate market research, regulatory filings, financial performance, and competitor activity into executive-level recommendations to serve downstream teams, • Develop frameworks for competitor tracking on product, market and demographic sizing, consumer insights, and right to win assessments, • Partner cross-functionally to support product lifecycle management, strategic planning, and market-level decisionsTeam Leadership & Organizational Development, • Lead a team focused on market intelligence, research, and competitive analysis, • Establish team priorities, operating rhythm, development plans, and performance expectations, • Foster a collaborative analytical, and insight-driven culture centered on continuous improvement and strategic thinking, • Provide guidance and mentorship across research methodologies, storytelling, executive communication, and strategic problem solvingOperational & Cross-Functional Partnership, • Oversee cross-functional reporting, market intelligence deliverables, dashboards, and strategic presentations, • Partner with product, actuarial, network, sales, growth, and finance teams to support market-level programs, • Evaluate external research and intelligence vendors, • Support development of standardized methodologies, reporting frameworks, and governance structures, • Compliance with all applicable laws and regulations, • Other duties as assigned Requirements: • Bachelor's degree in business, healthcare administration, public health, economics, marketing, or related field, • 7+ years of experience in healthcare strategy, competitive intelligence, market research, consulting, insurance product, or related function, • 4+ years of people leadership or direct team management experience, • Experience with ACA, individual and family plans, small group markets, and healthcare competitive dynamics, • Experience drawing relevant insights from ambiguous data programs and translating findings into executive-level recommendations, • Demonstrated ability to influence senior leadership and partners, operating in a cross-functional and opaque environment., • Willingness to travel up to 25% of the time. Bonus points: • Master's degree (MBA, MPH, MHA), • Experience supporting health insurance product strategy or portfolio management, • Experience building or scaling market intelligence and research functions, • Experience with PowerBI, SQL, Looker, or other analytics reporting platforms, • Consulting or payer strategy experience This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Title: Director/Partner - RCI Department: Regulatory Compliance & Investigations Supervises: Senior Managers and staff below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking a dynamic and accomplished Director or Partner here at Anchin to expand our Regulatory Compliance and Investigations (RCI) practice. This individual will play a key role in expanding our advisory services by driving strategic growth initiatives, leading high-impact client engagements, and mentoring a team of professionals. The ideal candidate brings deep technical knowledge in regulatory compliance, corporate investigations, and forensic accounting. A strong track record in business development and client relationship management is required. RESPONSIBILITIES: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice's footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities., • Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA, JD, or CFE certification required. Experience: • 15+ years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Proven success in a business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.)., • Experience managing cross-functional teams and complex investigations across industries., • Excellent communication, presentation, and relationship-building skills., • Entrepreneurial mindset with a strong commitment to delivering client value and growing practice areas. Compensation: • Competitive annual salary in the range of $175,000 to $275,000+ based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job DescriptionSalary: $100,000 - $110,000 About Room to Grow At Room to Grow, we believe that strong starts in childhood lead to strong outcomes in life, and that parents and caregivers are best equipped to nurture their childrens growth and development when they have the support they need to thrive. We partner with families during the critical early years (ages 0-3) through our unique, strengths-based program, working alongside parents to offer consistent, personalized support and resources to meet their childs needs and goals. Room to Grow is a non-profit organization operating in New York and Boston with a team of 40+ passionate and dedicated team members. Check out our website to learn more about us! Position Summary Reporting to the Senior Director of External Engagement, the Director of Philanthropy, Major Gifts leads the strategy and execution of Room to Grows major giving program. This includes building and strengthening a robust pipeline of individual donors across regional markets, driving revenue performance, and deepening long-term donor engagement in support of organizational goals. This role is designed for a strategic, independent fundraiser capable of navigating complex gift discussions and engaging executive leadership to secure transformative support for Room to Grow. This is a front-facing role, well suited for someone who thrives in building relationships and making solicitations in a direct, face-to-face manner. The Director will manage a personal portfolio of key major donors, and support the CEO and Board of Directors fundraising initiatives, collaborating closely with senior leadership to achieve and exceed revenue goals. A successful candidate will be a seasoned fundraiser and leader who brings enterprise-level relationship-building, thinking, strong financial acumen, and a collaborative working style. They will be comfortable operating at both strategic and executional levels, stewarding top-tier relationships, being accountable for results, and navigating complexity with confidence. Position Responsibilities Responsibilities include, but are not limited to: Major Gift Strategy & Execution • Lead Room to Grows major gift ($5K+) strategy and execution in partnership with CEO, currently valued at approximately $1M annually., • Manage Room to Grow's organization-wide major gifts portfolio of 100 - 125 high-net-worth individuals and family foundations with the capacity to make gifts in the $5K$100K+ range., • Exclusively manage a subset of this portfolio, and partner closely with the CEO and Managing Director of Organizational Success (MD) on donor relationships, solicitation strategy, and high-level cultivation and stewardship for their portfolios., • Own moves-management best practices (identification, qualification, cultivation, solicitation, stewardship)., • Design and execute personalized stewardship plans to ensure donors are informed of the impact of their philanthropy. New Revenue Acquisition • Build and implement strategies to grow and diversify the individual donor pipeline across regional markets; identify and close funding opportunities that provide a minimum of $100K in new revenue over the first 12 - 18 months., • Ensure a robust, continually replenished pipeline of major gift prospects across all markets (Boston, New York, and National). Board & Leadership Council Engagement • Serve as an advisor to the CEO on high net worth prospects and board recruitment and engagement, providing insights and recommendations to inform donor strategy., • Serve as an advisor to the CEO, Board of Directors, and Leadership Councils in individual giving strategy, advancement strategy, and fundraising engagement., • Support board-level fundraising and peer-to-peer outreach efforts, including leveraging board networks for pipeline development. External Representation & Partnerships • Represent Room to Grow internally and externally with professionalism, passion, and a strong understanding of our mission, values, and impact., • Raise Room to Grows profile and impact in NYC through thought leadership, networking, and strategic relationship-building., • Serve as an external face, spokesperson, and advocate for Room to Grow in the NYC community, ensuring the organizations story, message, program successes, and positions are well articulated to various stakeholders. Team Collaboration • Partner with the Senior Director, External Engagement and Finance to support revenue forecasting, goal setting, and performance tracking for major gifts., • Carry personal annual revenue and activity goals (visits, solicitations, stewardship touches) and report progress transparently to the Senior Director, External Engagement., • Collaborate with the Programs and Brand & Communications teams to build a library of donor-facing stewardship materials for the major gift discipline, including proposal templates and outreach materials., • Collaborate with the Events & Donor Experiences team to ensure major gifts strategy is aligned with mid-level and general giving activities., • Collaborate with cross-functional partners to align fundraising efforts toward shared revenue priorities; serve as a trusted sounding board across departments. Qualifications and Experience • Strong alignment with Room to Grows mission, vision, and values., • Senior-level experience in advancement, development, or revenue roles, with a track record of driving fundraising strategy and results., • Proven success as a frontline fundraiser, securing and stewarding gifts in the $5K - $100K+ range., • Experience partnering with executive leaders and supporting Board in fundraising efforts., • Demonstrated ability to navigate through complexity and drive accountability., • Strong collaboration skills, including working with staff, board members, volunteers, and constituents in fundraising efforts., • Deep understanding of advancement operations, including pipeline management, performance tracking, and CRM systems (Salesforce preferred)., • Excellent communication and relationship-building skills with diverse stakeholders., • Familiarity with NYC philanthropic market required., • Familiarity with high net worth individuals' philanthropic vehicles - DAFs, family foundations, private foundations, LLCs, etc. a plus., • Experience with ambassador, influencer, or celebrity engagement a plus., • Ability to thrive in a fast-paced, results-oriented environment with sound judgment and adaptability., • Willingness to travel domestically (510%) and work occasional evenings/weekends as needed., • This is a hybrid role requiring at least 2 days/week in our South Bronx, NY office Compensation and Benefits Room to Grow offers a collaborative work environment, support with scheduling and client communications, competitive compensation, and a comprehensive benefits package including: • 8+ weeks of paid time off per year (holidays, vacation, sick time, personal/self-care time), • Medical, Dental and Vision Insurance, Health FSA, Dependent Care FSA, • 403(b) retirement savings with matching program, • Wellness reimbursement up to $250 per year, • So much more! Salary and benefits will be competitive for our field and commensurate with experience. Room to Grow is an equal opportunity employer and welcomes candidates from diverse backgrounds. Reasonable Accommodations We are committed to an inclusive interview experience, including providing reasonable accommodations to applicants with disabilities. We encourage you to share any required accommodations with ismael.loera@roomtogrow.org, who will treat your requests as confidentially as possible. Diversity, Equity, and Inclusion We view differences between individuals (e.g., race, gender, age, cultural heritage, physical ability, education, beliefs, and lifestyle) as an asset. We celebrate what makes us unique and strive to create an inclusive environment for all. We are focused on fostering a culture of empowerment in an effort to better understand and serve the multifaceted cultures and identities of all of those within the Room to Grow community. At Room to Grow, our DEI efforts focus on uplifting the experiences and perspectives of underrepresented groups and doing the work that draws out the best in all of us. To Apply Submit your application via Room to Grows career portal.

Job Description About Us At Greenbrook Medical, we believe seniors deserve more from the healthcare system—more time, more care, more coordination, and more heart. We provide high-touch, relationship-based primary care to seniors, built around one simple idea: deliver the kind of care we'd want for our own parents. Founded by two brothers inspired by their father's pioneering work in Medicare Advantage, Greenbrook is deeply personal and proudly modern. We quarterback our patients through their healthcare journey, making sure they're never alone in a complex system. Our business model is designed around patient outcomes, not volume—so we only succeed when our patients thrive. With roots in Tampa Bay and a partnership with Tampa General Hospital, we're growing thoughtfully to bring our model to more communities. Our team is the heart of it all: mission-driven, values-oriented, and relentlessly committed to taking the best care of our patients. About the Role The Vice President of Finance will serve as the organization's senior financial leader, responsible for financial strategy, planning, operations, and performance management across the business. As our first financial leader, you'll help guide the organization through its next stage of scale and complexity. This role will play a critical part in elevating the Finance function from a tactical function to a strategic driver of the business—bringing financial rigor, leadership, and insight. The ideal leader will help build the foundation for a world-class finance organization that can support the company's ambitious trajectory. This leader will guide the company through rapid growth, evolving risk-based contracts, and the complexities of value-based care economics. The VP of Finance will oversee all financial functions—FP&A, accounting, spend management, risk arrangements—and serve as a key thought partner to the CEO and executive team. As a VP of Finance, you'll report directly to the Chief Executive Officer. Location: New York City strongly preferred (Hybrid). Open to remote candidates in FL, VA, NY, NJ MO or TX. Key Responsibilities Financial Leadership & Strategy • Serve as a strategic advisor to the CEO and executive team on financial performance, growth planning, and operational decision-making., • Lead long-range financial planning, scenario modeling, and capital allocation strategies., • Partner directly with clinical, operations, and growth leaders to ensure financial sustainability within a full-risk, value-based care model., • Support fundraising activities through financial modeling, diligence support, and investor communications. Financial Planning & Analysis • Own the annual budgeting process, ongoing reforecasting, and long-term financial models., • Conduct deep FP&A analyses including:, • Budget vs. actual performance, • CAC:LTV modeling, • Churn and retention analysis, • J-curve and cohort performance analysis, • Provide strategic insights to guide market entry, capacity planning, and resource allocation. Financial Operations • Oversee all financial operations, including outsourced HR/Payroll support responsible for payroll processing, benefits administration, state tax filings, corporate insurance, and related compliance., • Ensure robust internal controls, financial accuracy, and compliance with federal, state, and payer requirements. Bookkeeping & Accounting Oversight • Manage the relationship with external bookkeeping and accounting partners., • Ensure timely and accurate month-end closes, reconciliations, and financial statements., • Improve systems, processes, and automation across accounting and reporting. Spend Management • Manage spend discipline across the organization, including:, • Budget adherence, • Hiring salary approvals, • Corporate credit card strategy, provisioning, rules, and controls, • Vendor onboarding and vendor management, • Receipt tracking and spend reporting, • Lead cost-optimization initiatives and ensure responsible financial stewardship. Risk-Based Contract Financial Management • Oversee financial operations related to full-risk and value-based care contracts., • Validate that capitation payments, stop-loss charges, and shared savings distributions are accurate., • Lead contestations and reconciliation processes with payers as needed., • Guide reserve fund allocation and risk corridor decision-making., • Partner with clinical and operational teams to understand drivers of performance and financial outcomes. Accountabilities • Financial Planning & Analysis: Deliver accurate forecasts and budget vs. actual performance, ensuring financial targets are met., • Operational & Spend Management: Maintain disciplined spend, optimize cost efficiency, and ensure compliance with internal policies., • Risk-Based Contract Oversight: Ensure accurate capitation, stop-loss, and shared savings payments while managing reserve funds effectively., • Strategic Leadership: Provide actionable financial insights that drive growth, operational decisions, and strategic initiatives., • Compliance & Controls: Ensure all financial operations meet regulatory, CPOM, and value-based care requirements. About You • Experience:, • 10+ years of FP&A, strategic finance, and accounting experience., • 5+ years of leadership experience building and scaling high-performing finance teams and overseeing strategic financial operations., • Strong experience with value-based care or risk-bearing payment models (e.g., Medicare Advantage, global capitation, ACO REACH), including understanding of drivers of medical spend, capitation flows, and performance economics., • Working knowledge of MSO–PC structures and corporate practice of medicine (CPOM) considerations, with the ability to ensure compliant financial operations in a multi-entity environment., • Skills:, • Proven ability to translate financial analysis into clear operational levers and strategic decisions across the organization, • Comfort operating in a fast-paced, scaling healthcare startup, with a track record of instilling financial discipline and building scalable processes., • Sound judgment and business acumen, with the ability to balance risk, investment, and long-term value creation, • Clear, confident communicator who can articulate financial strategy and insights to executive leadership, the Board, and investors, • Collaborative leadership style with the ability to influence across clinical and operational stakeholders., • Hands-on experience with accounting systems, reporting tools, or ERP platforms., • Strong judgment and business acumen, balancing financial risk with strategic opportunity., • Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork. Why You Should be Excited • Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care., • Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors., • Growth: We're building more than a company - we're building careers. As we grow, we're creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward., • Compensation & Benefits: Competitive base salary and performance-based bonus, paid time off, health, dental and vision benefits, and 401K with a company match. Our Selection Process Our selection process typically includes an online application, initial interview, second round interview, values interview, case study submission and final interview, and reference check. Equal Employment Opportunity and Commitment to Diversity At Greenbrook Medical, we believe the only way we accomplish our mission is by building the best team in healthcare. We do this through a culture of respect and belonging, ensuring our teammates feel cared for first and foremost. We will extend equal employment opportunity to all applicants without regard to age, race, ethnicity, sex, religion, sexual orientation, gender identity, socioeconomic background, disability status, military affiliation, pregnancy or any other status protected under federal, state and local laws. We encourage all who share our mission to apply. Greenbrook Medical will provide reasonable accommodations during the recruitment process. If you need additional accommodations or assistance, do not hesitate to contact our People team at recruiting@greenbrookmedical.com.

Job DescriptionStrength in Trust OneTrust's mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn't slow teams down—it should accelerate what's possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. The Challenge The Senior Analyst, Strategic Finance is part of the CFO organization and reports to the Senior Manager, Strategic Finance. The Strategic Finance team serves as a trusted advisor to senior leadership and partners closely with teams across OneTrust to improve the profitability, scalability, and defensibility of our business model. This role will play a critical role supporting both R&D and Marketing from a finance perspective—partnering with functional leaders to inform investment decisions, optimize resource allocation, and translate strategy into measurable outcomes. You'll work at the intersection of product innovation, go-to-market execution, and financial performance. Your Mission We're looking for a highly analytical, results-oriented individual who thrives in ambiguity and is excited to build and scale alongside a growing company. As a key member of the Strategic Finance team, you will have meaningful exposure to senior leadership, own complex analyses, and influence decisions that shape the company's future. In this role, you will: Support company-wide planning, forecasting, and reporting processes on an annual, quarterly, and monthly basis Partner closely with R&D and Marketing leaders to develop financial plans, evaluate trade-offs, and support capital allocation decisions across product development and go-to-market initiatives Develop a deep understanding of the unit economics of the business, including the relationships between product roadmap, cloud infrastructure, customer usage, and marketing investment Build and maintain financial models and analytical frameworks to evaluate KPIs, assess performance, and measure ROI across initiatives Conduct rigorous analyses to identify opportunities, risks, and trade-offs, distilling complex data into clear insights and actionable recommendations Communicate findings effectively to stakeholders at all levels, from executive leadership to functional partners and individual contributors Help scale the finance function by improving financial infrastructure, automating workflows, and enhancing FP&A processes as the company grows You Are 3–5 years of finance experience in a high-growth technology environment; experience in investment banking, consulting, or PE/VC is a plus Strong financial modeling, analytical, and problem-solving skills with exceptional attention to detail Ability to translate complex financial analysis into clear, compelling narratives that inform decision-making and strategy Proven ability to create structure and clarity in ambiguous environments, influence cross-functional partners, and drive outcomes without direct authority Excellent project management skills with the ability to manage multiple priorities and stakeholders simultaneously Comfortable working cross-functionally with technical and non-technical teams, including Product, Engineering, and Marketing For California, Colorado, Connecticut, Nevada, New York, Rhode Island, and Washington-based candidates: the annual base pay range for this role is listed below. Within this range, individual pay is determined by several factors, including location, job-related skills, work experience, and relevant education and/or training. This role may also be eligible for discretionary bonuses, equity, and/or commissions, as well as benefits. Salary Range$88,875—$133,312.50 USDWhere we Work We are embracing an office-first culture, encouraging three days a week in office for most roles, with meaningful opportunities to collaborate and celebrate in person. Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube, • @LifeatOneTrust on InstagramYour Data You have the right to have your personal data updated or removed. You also have the right to have a copy of the information OneTrust holds about you. Further details about these rights are available on the website in our Privacy Overview. You can change your mind at any time and have your personal data removed from our database. In order to do this you must contact us and let us know you wish to be removed. The request should be made on the Data Subject Request Form. Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who have applied for a role through our ATS (Greenhouse) or prospects via LinkedIn InMail. Job offers will come from a recruiter and may have a "@docusign.net" email address. For more information or if you have been targeted please reach out to askrecruiting@onetrust.com. Our Commitment to You When you join OneTrust you are stepping onto a launching pad — the countdown has begun. The destination? A career without boundaries working alongside a diverse and inclusive crew who is passionate about doing meaningful work. As a pioneer, your voice and expertise will help chart the direction of an entirely new category. Our commitment to putting people first starts with you. Your growth is part of the mission. Our goal is to give you the power to embark on the next phase of your uniquely, unique career. OneTrust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by local laws.

Job Description#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor's equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York. The Impact You'll Make This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses. Your responsibilities will include: Investor Relations Leadership • Lead all aspects of Nextdoor's investor relations strategy and execution, • Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy, • Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement, • Develop strong relationships with investors, analysts, and key market stakeholders, • Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment, • Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures, • Partner closely with Legal, Communications and Finance to ensure best-in-class disclosure practices and compliance Corporate Development & Strategic Initiatives • Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities, • Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments, • Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation, • Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization, • Translate strategic initiatives into clear investor messaging and measurable KPIs Capital Allocation & Value Creation • Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management, • Provide analytical support on return frameworks and long-term financial targets, • Support Board materials related to strategy, capital allocation, and corporate development, • Help build and mentor talent within the broader Finance organizationWhat You'll Bring To The Team, • 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development, • Direct experience leading a senior role in Investor Relations at a publicly traded company, • Strong understanding of consumer internet, digital advertising, marketplace, or platform business models, • Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks, • Demonstrated experience evaluating corporate development opportunities, • Exceptional financial modeling and valuation skills, • Executive presence and ability to engage credibly with sophisticated public market investors, • Strong judgment, communication skills, and cross-functional influence, • High integrity and ability to operate with discretion in a public-company environment, • Eagerness to explore and apply AI and emerging technologies to reimagine how work gets doneRewards Compensation, benefits, perks, and recognition programs at Nextdoor come together to create our total rewards package. Compensation will vary depending on your relevant skills, experience, and qualifications. The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate's geographic location. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Must be in the office, no remote available. Looking for an immediate hire. Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job Description Hi, we're Oscar. We're hiring a Director to join our Finance Transformation team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Director, Finance Transformation is a senior leadership role responsible for defining and spearheading the long-term strategic roadmap for finance processes, systems, and performance across the organization. This role will be accountable for the overall vision, governance, and successful integration of transformation efforts into the company's broader financial health. This role involves high-level strategic planning, senior stakeholder influence, and building a high-performing team to deliver scalable financial infrastructure. You will report into the Chief Accounting Officer. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $180,504- $236,911 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants, and annual performance bonuses. Responsibilities: • Define and own the multi-year Finance Transformation roadmap, ensuring it scales with organizational growth and aligns with enterprise-level financial objectives., • Act as a key advisor to the CFO and senior leadership, driving alignment across IT, Operations, and Business Units to ensure transformation efforts support overall company strategy., • Lead the design and implementation of global Target Operating Models (TOM) to optimize large-scale operations and drive long-term performance improvements., • Oversee comprehensive, organization-wide change management strategies, ensuring the Finance function and broader business units adapt successfully to new systems and processes., • Accountable for the successful delivery of a portfolio of transformation projects, including budget approval, resource allocation, and ROI tracking., • Establish and enforce standards for financial process optimization and efficiency, ensuring all improvements meet regulatory and internal policy requirements., • Maintain ultimate accountability for compliance with all applicable laws, regulations, and internal audit requirements within the transformation scope., • Compliance with all applicable laws and regulations, • Other duties as assigned Requirements: • 10+ years of professional experience in finance, accounting, or business strategy, • Bachelor's degree in finance, accounting, or business administration, • 8+ years of experience in project and portfolio management, specifically leading large-scale finance transformation programs., • 5+ years of experience leading complex financial systems implementations (e.g., Workday Financials) and applying advanced change management principles. Bonus points: • Master's degree in finance, accounting or business strategy; or MBA strongly preferred, • Extensive experience leading and developing high-performing teams and working collaboratively across an executive suite., • Proven track record in a senior position within a health insurance or highly regulated environment., • Workday Financial training certifications and experience with global, multi-entity implementations This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionAbout Amigo Amigo partners with healthcare organizations to deploy robust AI infrastructure that directly serves patients and providers. Our agents handle clinical workflows and patient engagement across the entire journey: pre-visit intake, care navigation, post-visit care plans, patient monitoring, and more. We're fresh off our Series A backed by Tier 1 investors like Madrona, General Catalyst, and Optum Ventures. Our work is validated with leading academic medical institutions. Our agents have reached 3M+ patient encounters and are on track to 10x this year. About this role As an AI Deployment Strategist at Amigo, you'll work directly with healthcare organization customers to design and scale AI agent solutions that solve their highest-impact problems. You'll own the customer relationship from contract signature through expansion—responsible for ensuring customers successfully deploy, realize value, and scale their AI agent programs. You'll serve as the strategic partner and voice of the customer throughout their journey: from identifying opportunities and building business cases to measuring outcomes and expanding deployments. This role requires deep customer empathy combined with strategic thinking, business acumen, and the ability to translate complex organizational challenges into concrete AI solutions that deliver measurable ROI. This is not a traditional customer success role. You'll operate as a deployment strategist—embedding within customer organizations, mapping their systems and decision-making structures, and driving expansion across clinical, operational, and financial dimensions. What you'll do Receive customers post-signature and collaborate with sales during handoff to understand initial use case commitments, success criteria, and customer expectations Manage the full customer lifecycle from onboarding through expansion, ensuring customers achieve sustained value from Amigo Partner with healthcare organizations to understand their workflows, pain points, organizational structures, and strategic priorities Identify and prioritize high-impact expansion opportunities for AI agent deployment based on ROI potential, operational feasibility, and customer needs Develop comprehensive deployment strategies including success metrics, implementation roadmaps, and stakeholder engagement plans Build expansion business cases and ROI models for new use cases, quantifying realized value from existing deployments and identifying additional opportunities across clinical, operational, and financial dimensions Work closely with Agent Engineers and Solutions Architects to translate customer requirements into agent specifications, ensuring solutions align with real-world constraints Design and facilitate QBRs (Quarterly Business Reviews) that demonstrate value delivery, showcase outcomes, and identify expansion opportunities Embed within customer organizations to map systems, processes, and decision-making structures—becoming a trusted advisor who understands their environment deeply Monitor deployment performance against defined KPIs and work with customers to iterate and optimize agent configurations Own customer health metrics, time-to-value, and expansion revenue for your portfolio Serve as the voice of the customer internally, translating feedback into product insights and shaping platform roadmap priorities Develop playbooks and frameworks that systematize deployment approaches across different healthcare use cases Navigate complex healthcare stakeholder environments including clinical leadership, IT, operations, finance, and compliance teams What we're looking for 4+ years of experience in customer-facing strategy, deployment, or implementation roles, ideally in healthcare technology, enterprise SaaS, or consulting Direct experience in healthcare delivery environments (clinical operations, hospital administration, health system strategy) Demonstrated ability to build trusted relationships with senior stakeholders in complex organizations Strong business acumen with experience building ROI models, analyzing unit economics, and quantifying operational impact Strategic thinking skills—ability to see the big picture while managing detailed execution Deep empathy and emotional intelligence to understand unstated customer needs and navigate organizational dynamics Strong organizational and project management capabilities with ability to drive multiple concurrent deployments Customer success and expansion mindset—you're energized by turning initial deployments into long-term strategic partnerships Resourcefulness and problem-solving orientation—you figure out what needs to happen and make it happen Benefits (available to Full-Time Employees) Health & Wellness Comprehensive health, dental, and vision insurance Daily catered lunch and dinner Mental health support and wellness coaching Flexible wellness stipend for fitness, therapy, or personal growth Growth & Development Annual learning budget for courses, books, or conferences Conference attendance budget for professional development Annual team offsite Academic collaboration opportunities Unlimited PTO Our Core Values Patients Win, We Win If patients aren't getting better care, we haven't earned the right to scale. Every internal decision gets pressure-tested: does this make patients' lives better? If we can't draw the line, we question why we're doing it. High Standards, High Care We hold a high bar for the team because patients are counting on us to get this right. But high standards only work with genuine investment in each other. You can take risks, admit mistakes, and challenge ideas—not despite our standards, but because of them. Thoughtful Urgency We move fast by default, but speed without judgment is recklessness. The discipline is knowing which decisions are reversible vs. not. In healthcare AI, the companies that win will be fast everywhere they can be and careful everywhere they must be. We build the muscle to do both. Intensely Measured We instrument patient outcomes, provider ROI, system performance, and clinical accuracy. But data without action is surveillance. Every metric should have an owner, a threshold, and a response plan. If we're measuring something but never acting on it, we stop measuring it. Who Builds With Us Low ego: Politics and territory don't interest you. The best ideas win, regardless of who has them. Direct: You say the hard thing, challenge ideas openly, and commit fully once decided. High agency: You thrive on trust rather than instruction. When you see something is broken, you fix it. You don’t file tickets and wait for someone else. Bar of excellence: You hold yourself to a bar most people wouldn't, and you want teammates who do the same. Skeptical: You push back on rules that don’t make sense and question assumptions that haven’t earned their place. Compensation Range: $120K - $160K

Job Description Title: Director/Partner, Client Accounting Services (CAS) Department: Client Accounting Services (CAS) Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are looking for a growth-oriented, strategic Director or Partner to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients. RESPONSIBILITIES: • Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach., • Develop tailored proposals, pricing models, and engagement scopes to win new business., • Build and maintain a strong personal and professional brand within the market and community., • Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice., • Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service., • Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor., • Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis., • Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts., • Ensure timely, accurate, and value-added reporting and insights for all client deliverables., • Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff., • Implement efficient and scalable workflows, leveraging cloud-based technology and automation., • Maintain quality control over deliverables and ensure compliance with applicable accounting standards., • Contribute to overall firm leadership, including internal initiatives, training, and process improvements. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA highly preferred. Experience: • 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services., • Proven ability to generate new business, grow client accounts, and build long-term relationships., • Strong financial acumen and advisory experience with small to mid-sized businesses., • Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.)., • Entrepreneurial mindset with excellent communication, negotiation, and presentation skills., • Strong leadership presence and ability to mentor and grow a dynamic team. Compensation: • Competitive compensation in the range of $200,000 - $500,000+ based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend are seeking an experienced Program Manager within the New York Real Estate Program Management service line. This Associate Director level role will lead the delivery of construction program and portfolio management services across a blend of capital projects, and strategic investment programs for large, sophisticated clients. In addition to core program leadership, the ideal candidate will bring experience supporting sustainability or Net Zero (NZ)–aligned initiatives — such as energy programs, decarbonization roadmaps, carbon‑impact analysis, or sustainability-focused investment prioritization. While not a dedicated sustainability SME role, familiarity with NZ concepts will help the candidate guide clients through increasingly important investment decisions. This role will lead a small team, act as a senior advisor to clients, and support a variety of programs across the NY region depending on business need. Core Responsibilities: • Oversee portfolio planning, program controls, and prioritization processes in line with strategic objectives and capacity to deliver., • Ensure benefits realization, alignment to strategic objectives, and adherence to program success criteria., • Define program roles, responsibilities, and governance structures (e.g., RACI, decision pathways)., • Manage controls processes including risk, change, issues, dependencies, and interface alignment across connected projects., • Establish standardized delivery frameworks, playbooks, and execution plans tailored to client requirements and maintain tools and templates aligned to the agreed delivery methodology., • Engage and coordinate with cross‑functional teams including real estate, design, construction, FM, sustainability, and finance functions., • Lead the implementation and ongoing improvement of data management systems, reporting dashboards, and analytics for program performance., • Use quantitative and qualitative data to inform prioritization, capital planning, and operational investment decisions., • Provide executive‑ready reporting, insights, and narrative on progress, risk, and recommended actions., • Support clients in evaluating and prioritizing initiatives within wider portfolio planning efforts., • Act as a senior, client-facing advisor — shaping strategic decisions, influencing stakeholders, and communicating insights clearly to executive audiences., • Lead and mentor a small team of program management professionals within the NY RE Program Management group., • Support the growth and capability building of the wider NY PM team and contribute to business development as needed., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications Capabilities, Skills and Knowledge: • An articulate leader with business insight to balance commercial objectives against program compliance requirements., • Strong understanding of program controls, portfolio management, and structured PMO methodologies., • Experience with developing and implementing governance frameworks and program execution strategies., • Highly competent with data, analytics, and program information systems., • Bachelor's degree in construction management, engineering, project management, or a related technical field., • Minimum 10 years of experience delivering complex programs in the built commercial real estate environment., • Experience with managing a program of connected projects successfully with a collective value in excess of $50M. Additional Information The salary range for this full-time role is $170K-$185K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list. Any speculative or unsolicited CV’s will be treated as a direct application. It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. #LI-GO1 Please find out more about us at www.turnerandtownsend.com/ Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR’s Affordable Housing Corporation (AHC). This is not a civil service position, and a civil service exam is not required. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce that represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. DUTIES AND RESPONSIBILITIES: Reporting to the Vice President, Contracts and Administration (VP), the Senior Director, Contracts and Administration, is responsible for assisting the VP in the directing and managing of HCR’s procurement of goods and services, assuring that the planning and implementation of HCR’s procurement and contract activities are in compliance with applicable regulations and policies. • Provide executive‑level leadership in the development, evaluation, and oversight of all procurement methodologies, including RFPs, RFBs, RFQs, RFIs, Competitive Sealed Bids, IFBs, Sole/Single Source Procurements, Preferred Source Procurements, Discretionary Procurements, and other end‑to‑end sourcing processes., • Partner with the VP to shape the strategic direction of procurement, contract administration, and related administrative functions, ensuring alignment with organizational goals and regulatory requirements., • Serve as the primary leadership backup to the VP, including attending meetings on the VP’s behalf, providing authoritative guidance, and ensuring seamless continuity of procurement, contracting, and administrative operations., • Provide strategic oversight and leadership to the Director of Procurement/Contracts and procurement staff, ensuring high performance, accountability, and operational excellence., • Act as a senior advisor to procurement staff, offering expert guidance on complex procurement issues, best practices, compliance requirements, and risk mitigation strategies., • Lead, in collaboration with the VP, the organization’s procurement lifecycle, ensuring that all sourcing activities are strategically designed, competitively executed, and compliant with applicable laws and policies., • Approve purchase orders within SAP and the New York State Financial System (SFS), ensuring accuracy, compliance, and timely execution of procurement activities., • Provide leadership in the management and optimization of procurement technology platforms, including SAP procurement modules and SFS, to enhance efficiency, transparency, and workflow performance., • Ensure all procurement and contracting activities adhere to legal, regulatory, and organizational standards, fostering a culture of integrity and compliance., • Oversee the evaluation, clarification, and negotiation of contract terms and procurement documentation, ensuring favorable outcomes and risk‑appropriate agreements., • Review procurement recommendations and contract actions with the VP prior to executive and oversight approvals, ensuring strategic alignment and compliance., • Provide leadership in administering the mini‑bid process among pre‑qualified vendor panels, ensuring fairness, transparency, and competitive value., • Oversee, with the VP, the development, implementation, and continuous improvement of Standard Operating Procedures (SOPs) for procurement and contract administration., • Support the VP in shaping procurement policies, procedures, and internal controls that reflect evolving legislative, regulatory, and organizational requirements., • Serve as a senior liaison to auditors and compliance entities, identifying risks, strengthening internal controls, and ensuring full regulatory adherence., • Lead the coordination and management of audit documentation requests and responses to oversight bodies., • Oversee the creation and maintenance of procurement tracking systems to monitor procurement activities, contract milestones, approvals, and performance timelines., • Champion procurement best practices and performance metrics (KPIs) to drive operational efficiency, accountability, and service excellence., • Provide leadership in the preparation of weekly, monthly, quarterly, annual, and ad hoc procurement reports for internal and external stakeholders., • Ensure procurement and contract files are complete, accurate, and maintained in accordance with regulatory and organizational standards., • Build and sustain strong relationships with internal departments, serving as a strategic partner to support programmatic procurement needs., • Support the VP in developing and delivering procurement training programs that strengthen organizational knowledge and compliance., • Advise executive leadership on procurement strategies, risks, and opportunities, offering informed recommendations to support organizational decision‑making., • Provide guidance on subrecipient procurement activities to ensure compliance and effective oversight., • Lead and coordinate responses to Freedom of Information Law (FOIL) requests related to procurement and contracting., • Prepare procurement‑related materials, briefings, and reports for executive leadership and Board review., • Perform additional leadership duties and special projects as assigned. WHO YOU ARE: • Bachelor’s degree in Public Administration, Business or related field., • Minimum of 7 years of progressive experience in procurement management, ideally within a public sector or government‑regulated environment; experience may include leading competitive, best‑value solicitations for a government agency or managing complex proposal submissions for a government contractor., • At least 4 years of experience in a management or leadership role, with demonstrated ability to lead teams, influence decision‑making, and drive organizational outcomes., • Proven track record of collaborative problem‑solving, strategic thinking, and high‑quality writing in a complex, fast‑paced, and multi‑stakeholder environment., • Experience in finance (fiscal operations/budgets) a plus, • Experience with subrecipient agreements a plus, • Creating and implementing policy/procedures experience a plus, • Experience in working with automated system for contracts a plus, • CDBG-DR knowledge and experience a plus, • Knowledgeable in New York State and federal procurement rules, regulations, policies and best practices, • Proven ability to handle competing priorities, • Proven ability to work independently and collaborate cross-functionally in a fast-paced environment, • Proven ability to work collaboratively with vendors, agency management and program staff to solve problems and recommend positive solutions, • Strong management and organizational skills, • Shared organizational value for integrity, flexibility and professional/ethical behavior, • A can-do attitude, • Ability to understand and problem solve sensitive matters, • Ability to be discreet WHAT WE OFFER AT NYS HCR: • Extensive benefits package including paid leave, including excellent health, dental, vision and retirement benefits with the New York State & Local Employees’ Retirement System., • Promotional opportunity for dedicated professionals., • Work life balance benefits include a 37.5-hour work week and paid time off benefits including vacation, sick, personal days, and Federal Holidays., • Opportunity for compressed scheduling., • 12 weeks of Paid Parental Leave., • Paid Family Leave., • Opportunity for compressed/flextime scheduling., • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. Additional SONYMA/HFA/AHC Benefits: • Cash in for Wellness! This program provides you with the option of buying or renewing a health club membership of your choice or enrolling in a weight loss and or smoking cessation program, using your sick leave accruals., • Tuition reimbursement program – for job related and non-job-related courses., • Vacation Leave Buy-Back program – Subject to approval, every year eligible employees may exchange previously earned and accrued vacation time in return for cash compensation (at employee’s daily rate of pay at time of exchange)., • Access to Plum Benefits – savings on movie tickets, theme parks, hotels, tours, Broadway shows and more!, • Optical reimbursement program – Employees are eligible for optical, hearing aid, and podiatric expenses not otherwise covered by insurance, with a maximum aggregate amount of $650 per year, per family. Unused yearly balances may be carried over to next year for a maximum of $1,300. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo, and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

Job Description Hi, we're Oscar. We're hiring a Director, Tech Business Operations to join our Technology team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: As a Director, Tech Business Operations, you will be responsible for driving the overarching strategic direction and operational excellence for Oscar's technology organization. This role serves as a primary advisor to technology leadership, influencing high-stakes decision-making and driving innovation through large-scale process improvements and strategic initiatives. The role works independently to oversee multi-year roadmaps and ensures alignment with enterprise-level goals. You will report into a Head of Tech Strategy & Operations. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $218,592.00 - $286,902.00 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Strategic Leadership: Orchestrate cross-functional collaboration at the executive level across Technology, Finance, and Product to architect and implement global technology strategies., • Operational Excellence: Establish and report on high-level Technology Operations KPIs and business-aligned metrics to executive leadership and the Board., • Roadmap & Governance: Direct the long-term evolution of technology architecture, overseeing multi-year roadmaps for tool evaluation, selection, and implementation., • Leadership Development: Lead and scale a high-performing organization of managers and individual contributors, focusing on mentorship and professional growth., • Crisis & Risk Management: Serve as a point of escalation for complex technical issues and proactively identify and mitigate organizational risks., • Compliance with all applicable laws and regulations., • Other duties as assigned. Requirements: • Bachelor's degree in a STEM field or 4+ years of commensurate work experience., • 10+ years of professional experience in technology strategy, operations, or a related leadership role., • 7+ years of experience building, coaching, and developing high-performing technical or operational teams., • Demonstrated expertise in using data (e.g., Excel, SQL) to influence complex organizational decisions and drive investments Bonus points: • Advanced Degree: Master's degree (MBA or MS in a technical field) preferred, • Industry Context: Deep expertise in the healthcare regulatory landscape (e.g., HIPAA) and experience in high-growth or public company environments, • Methodologies: Process Improvement or Lean Six Sigma certification, • Communication: Proven history of successfully briefing C-suite executives during high-pressure situations. This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations. RESPONSIBILITIES: • Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights to improve financial performance., • Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services., • Collaborate with other partners and managers to foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks., • Ensure compliance with auditing standards, regulatory requirements, and firm policies., • Actively participate in business development activities, including client acquisition and relationship building., • Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group., • Maintain a commitment to quality and excellence in audit services., • Conduct reviews of audit work papers and reports to ensure accuracy and adherence to professional standards. Qualifications: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA required. Experience: • 12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients., • Strong understanding of financial reporting, accounting principles, and regulatory requirements., • Excellent analytical and problem-solving skills., • Excellent leadership, communication, and interpersonal skills., • Proven ability to manage multiple engagements and deadlines simultaneously. Compensation: • Competitive annual salary in the range of $250,000 to $500,000+, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description Training Provided by our Chief Growth Officer and Company Leadership Become a Financial Advisor with Thoroughbred Advisors! Who is Thoroughbred Advisors? With local offices in Manhattan and Staten Island and a robust training program, we are both attracting top existing advisors as well as building the next generation of Financial Advisors! Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources. We offer an open architecture approach to financial advice, training and development on how to build a book of business, and marketing resources at your disposal. This is all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. Financial Advisor Responsibilities: • Cultivate and strengthen relationships with individuals, professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Offer comprehensive financial planning services based on client needs and goals., • Specialize in specific areas of need, including but not limited to: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, leverage technology resources, offer white glove service to existing and growing clientele utilizing specific Thoroughbred Advisors' Financial Planning Processes. Our Desired Candidate: • You are outgoing - willing to put yourself out there and meet with as many people as possible., • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.” What’s In It For You? • Opportunity for support and sponsorship in the attainment of both required licensure and desired additional certifications., • Top-notch training and development that is priceless for those who are new to the industry, as well as for seasoned professionals., • Mentoring and joint work opportunities are available as needed, but are not mandated., • Access to thousands of products, planning tools, and investments., • Behind-the-scenes support to implement each client’s tailored strategy., • Full-time representatives have access to W-2-S employment, including health, vision and dental benefits, as well as highly competitive payout percentages., • Those who meet and succeed in individual and company goals can be rewarded with yearly national and international training trips., • Income is determined by your efforts; each representative has access to professional facilities with up-to-date technology for inspiring client meetings., • Flexible scheduling to accommodate each individual’s life circumstances, • Uncapped income potential in this commission-based role, • Stipend available to qualifying employees Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building, Suite 3302, White Plains, NY 10604, 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele, utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client., • Attend company and outside training to strengthen your practice., • Get comfortable being uncomfortable. Qualifications: • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out there. 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 The salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Hybrid: 4 days in office/1 day remote Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Job Summary Reporting to the Chief People & Culture Officer, the Human Resources Director serves as a trusted advisor to senior leadership and provides leadership across compensation, employee relations, workforce planning, organizational development, compliance, and strategic HR initiatives. The HR Director is a strategic and operational leader responsible for supporting the execution of the organization’s people strategy while ensuring effective day-to-day human resources operations. The HR Director has a critical role in assisting with translating organizational goals into actionable people strategies and operational plans that strengthen culture, improve employee engagement, support retention, and enhance organizational effectiveness. This role requires a collaborative leader who can balance strategic thinking with operational execution and who brings innovative ideas to improve systems, processes, and workforce outcomes. The HR Director will be an active listener, provide high-quality customer service, and respond by exhibiting cross-cultural awareness with the ability to promote and contribute to an equitable and inclusive anti-racist organizational culture and environment. Key Responsibilities & Essential Functions Strategic Human Resources Leadership • Partner with the Chief People & Culture Officer to operationalize the organization’s People & Culture strategic plan and workforce priorities., • Lead HR-related strategic initiatives and ensure alignment between organizational goals and human capital strategies., • Develop implementation plans, timelines, measurable outcomes, and accountability structures for HR initiatives., • Identify opportunities for innovation, process improvement, workforce optimization, and culture enhancement., • Present recommendations, workforce insights, and HR trends to senior leadership to support informed decision-making., • Participate in cross-functional leadership meetings and organizational planning discussions. Compensation & Workforce Planning • Manage the organization’s compensation structure, salary administration practices, and compensation-related projects., • Lead compensation analysis initiatives, including internal equity reviews, market benchmarking, salary structure evaluations, and pay practices., • Partner with Chief People & Culture Officer, Finance and leadership teams on compensation planning, budgeting, and workforce cost analysis., • Support the development and administration of compensation philosophies, promotional increases, salary adjustments, and retention strategies., • Ensure compensation practices remain competitive, equitable, fiscally responsible, and compliant with applicable laws and regulations. Employee Relations & Performance Management • Lead and manage employee relations matters, including workplace concerns, investigations, conflict resolution, corrective action, and performance-related issues., • Provide guidance and coaching to managers and supervisors regarding employee performance, documentation, accountability, and staff development., • Promote fair, consistent, and compliant employment practices across the organization., • Support leadership in fostering a culture of professionalism, collaboration, inclusion, accountability, and respect., • Identify organizational trends impacting morale, engagement, retention, or workplace culture and recommend proactive solutions. Organizational Development & Culture • Support initiatives that strengthen employee engagement, retention, leadership development, succession planning, and career growth., • Collaborate with leadership to implement staff wellness, recognition, and employee experience initiatives., • Assist in developing workforce development strategies that align with organizational growth and operational needs., • Promote a positive organizational culture rooted in the organization’s mission, values, and commitment to inclusion. Policy, Compliance & HR Operations • Ensure compliance with federal, state, and local employment laws and HR best practices., • Support the review, development, and implementation of HR policies, procedures, and operational standards., • Monitor HR metrics, workforce trends, turnover data, vacancy trends, and retention outcomes to support strategic planning., • Partner with HR team members to strengthen HR systems, workflows, reporting, and operational efficiencies., • Ensure appropriate documentation, confidentiality, and risk mitigation practices are maintained. Leadership & Collaboration • Serve as a strategic advisor and thought partner to senior leadership., • Partner cross-functionally with program, HR, and development teams., • Build strong partnerships with operational leaders to align people practices with service delivery and organizational priorities., • Mentor and support HR staff and contribute to a collaborative and solutions-oriented HR team environment fostering a culture of accountability, collaboration, and excellence., • Lead projects and initiatives independently while managing competing priorities in a fast-paced environment., • Promote a culture of equity and inclusion throughout financial operations and organizational practices. Performs all other duties as assigned and as required. Qualifications, Education and Experience • Bachelor’s degree in Human Resources, Business Administration, Organizational Leadership, or related field required., • Master’s degree preferred., • Minimum of 7–10 years of progressive human resources experience, including leadership-level responsibilities., • Strong experience managing employee relations, compensation programs, workforce planning, and organizational initiatives., • Experience supporting senior leadership and translating strategic goals into operational HR plans., • Experience in nonprofit, social services, or multi-site environments preferred. Skills & Competencies • Strong knowledge of employment laws, HR best practices, compensation strategy, and employee relations practices., • Demonstrated ability to be strategic while executing operationally., • Excellent leadership, communication, interpersonal, and relationship-building skills., • Strong analytical and problem-solving abilities with experience using workforce data to support decisions., • Ability to manage sensitive and confidential matters with professionalism and sound judgment., • Ability to coach and advise leaders across multiple levels of the organization., • Strong project management and organizational skills with the ability to manage multiple priorities simultaneously., • Ability to develop innovative solutions and operationalize organizational initiatives effectively., • Collaborative, inclusive leadership approach with strong interpersonal skills., • Bi/Multi-lingual a plus. Preferred Certifications • SHRM-CP, SHRM-SCP, PHR, or SPHR preferred. Capabilities • May be required to work a flexible schedule including weekends, holidays, and evenings., • Ability to sit, stand, walk, bend, stoop, push, pull, lift (up to 25 lbs.)., • Desire to perform the essential functions of this job., • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Urban Pathways offers a comprehensive benefits package designed to support the well-being and professional growth of our employees. These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The VP, Business Development Team, will be a key member of Vestwell's Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell's sales efforts. This role is designed for a strategic and hands-on leader who will collaborate closely with both BD and RVP teams to ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization. WHAT WILL YOU BE DOING? Day-to-day you will also be expected to: Sales Strategy and Planning: • Collaborate with Sales leadership to develop and execute go-to-market strategies that align with company objectives and drive revenue growth., • Analyze market trends, competitive intelligence, and sales performance data to identify opportunities for process improvements and strategic shifts., • Partner with sales management and finance in the development of sales targets, quotas, and key performance indicators (KPIs) in alignment with overall company goals., • Partner with executive leadership and marketing to coordinate and execute Vestwell's 2026 Partner Forum. Sales Operations Management: • Collaborate with Team Leads to identify opportunities for growth within day-to-day operations of the sales team - ensuring that systems, processes, and tools are optimized to support sales goals., • Partner with Sales Enablement, Marketing, and Product teams to ensure seamless communication and alignment on product updates, new launches, and promotional campaigns., • Continuously improve sales processes, including lead management, CRM adoption, forecasting, and territory management. Training and Enablement: • Partnering with Learning & Development and Enablement teams, strategize and deliver training programs to ensure the sales team and RVPs are well-versed in Vestwell's products, solutions, and platform capabilities., • Provide ongoing coaching and support to sales staff, helping them improve their sales techniques, product knowledge, and understanding of client needs., • Support the RVPs in fostering a culture of continuous learning, ensuring the team is always up-to-date on product innovations, market trends, and best practices., • The role will be instrumental in training teams on new product launches and enhancements, optimizing sales processes, and ensuring the sales organization is operating with the right tools, systems, and strategies to succeed in a rapidly evolving market. Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams, ensuring smooth communication and coordination across departments. Sales Tools and Technology: • Partner with Marketing and Enablement to develop cadence/campaign strategies., • Lead the adoption and optimization of sales tools, CRM systems (e.g., Salesforce), and data analytics platforms to improve sales productivity and performance tracking., • Ensure that sales teams have the necessary resources and technology to execute effectively and efficiently across all stages of the sales cycle., • Regularly evaluate sales technology stack and implement new solutions where necessary to increase efficiency. Cross-Functional Collaboration: • Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams, ensuring smooth communication and coordination across departments., • Work closely with the Product and Marketing teams to ensure the sales team is prepared for product launches, enhancements, and client messaging., • Provide regular feedback from the sales team to Product and Marketing to ensure product positioning, messaging, and competitive differentiators are aligned with the sales process. Performance Analysis and Reporting: • Regularly assess and report on sales performance metrics, identifying areas for improvement and ensuring that sales targets are met., • Develop and maintain dashboards and reports to track sales effectiveness, pipeline health, and performance against quotas., • Utilize data-driven insights to make informed decisions on sales strategy and operational improvements. Delivering upon Vestwell's core values, this role will: • Lead and Inspire: Manage, coach, and motivate the sales team in partnership with DVPs and BD Managers to exceed sales targets through outbound prospecting, while equipping the team with best practices and sales techniques. This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $110K - $125K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at www.firstagency.com What You Would Get To Do: The Account Director plays a key role in managing client relationships and supporting the strategic development of assigned account(s). This role is responsible for ensuring the successful delivery of programs, driving client satisfaction, and contributing to revenue growth opportunities. Acting as a trusted partner to clients and an internal leader, the Account Director oversees account performance, supports financial management, and contributes to long-term account planning. The Account Director demonstrates strong client management experience, commercial acumen, and the ability to guide teams toward consistent, high-quality service delivery. Your Contributions Account Leadership & Client Growth • Act as the primary point of contact and strategic advisor for assigned clients, • Build and maintain strong client relationships, ensuring long-term partnerships and continued growth opportunities., • Maintain account plans and develop a pipeline of growth opportunities across the client's business, • Conduct monthly updates and lead quarterly account reviews, • Monitor monthly performance against annual targets, proactively identifying gaps and implementing actions to close them., • Monitor client satisfaction trends and proactively address issues, risks, and opportunities for improvement and growth Contract & Financial Oversight • Manage contract negotiations and renewals, collaborating with shared services, • Monitor client contracts, service level agreements (SLAs), and key performance indicators (KPIs) to ensure service excellence., • Collaborate with the Commercials Team to manage account budgets, forecasts, and financial performance, ensuring accuracy and account profitability, • Follow client invoice and finance processes, • Analyze historical information and trends to provide insights for current fiscal status, • Identify future opportunities and track in CRM system, • Manage and execute client requests for Compliance and Account related matters, • Maintain accurate reporting in internal systems such as CRM (Salesforce), ensuring visibility into pipeline, performance metrics, and financials Business Development & Growth • Act as the primary point of contact and strategic advisor for assigned client, • Build and maintain strong client relationships, ensuring long-term partnerships and continued growth, • Identify new opportunities and develop proposals for account growth, • Qualify all new business opportunities and pull in the needed expertise and capability from across FIRST as well as externally to deliver on commitments to clients, • Proactively look for ways to streamline processes, identify best practices and new solutions What We Are Looking For • Bachelor's Degree Preferred, • Position requires 8-10 years of experience, • 8+ years' client management experience, delivering exceptional service to large client accounts, • Strong and consistent track record of meeting and exceeding account/departmental targets and objectives, • Experience with corporate/financial clients is highly preferred, • 3+ years' event management experience highly preferred, • 20-40% Requirement to travel domestically and may require international travel when necessary At FIRST, we believe that our success is driven by the passion, creativity, and commitment of our teams. That's why we offer a range of benefits and perks to support your personal and professional growth: • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure, • Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations. United States Residents: The base pay for this position ranges from $$105,444 - $121,261. This role is also eligible for an annual discretionary bonus. Please note that the national salary range listed in the job posting reflects the new hire salary range across various U.S. locations that would be applicable to the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. #LI-HYBRID #LI-SD1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description*PLEASE NOTE: TO BE CONSIDERED FOR THIS ROLE, APPLICANTS MUST SUBMIT MATERIALS DIRECTLY TO ANNE MCCARTHY AT amccarthy@harrisrand.com. APPLICATIONS THROUGH THIS FORM WILL NOT BE VIEWED. Thank you! Background: Established in 1984, BFC Partners is a full-service real estate development firm dedicated to creating community-first, urban development solutions in culturally rich neighborhoods. Providing affordable housing and mixed-use developments in order to strengthen and revitalize communities, the firm manages the entire development lifecycle, including land acquisition, community engagement, financing, design, construction management, and asset management. Based in New York City, BFC Partners has delivered over 11,000 housing units, developed more than 2 million square feet of commercial and retail space, and 1 million square feet of community space, and preserved over 5,000 affordable housing units. The companys core valuesPioneering Progress, Committing to Community, Staying Affordable, Sharing Success, and Being Accountableguide every aspect of its work. The Position: BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer (VP/CAO). As a key member of the Executive Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO will oversee all finance, accounting, budgeting, reporting, tax, payroll, treasury and HR functions and assume a key role in the overall management of the company. Having established credibility within the organization and with lenders, the VP/CAO will be a strong leader in driving continued profitability and establishing a best-in-class Finance and Accounting function. In addition, the VP/CAO will serve a leading role in evaluating and supporting organic growth strategies, as well as assisting in the potential execution and integration of acquisitions. BFC Partners is seeking a candidate who understands the importance of culture, brand, and strategy and will work proactively to justify investments in those areas. The position requires a person who can implement and manage their responsibilities while being cognizant of BFCs culture and core values of success. Specific responsibilities will include but not be limited to: • Proactively collaborate with the Partners and senior leadership team to identify and drive the organization to achieve strategic and operational objectives;, • Provide leadership, direction, and management of the finance, accounting, and human resources (HR) teams;, • Elevate the finance function so that it adds value above-and-beyond accurate and timely financial reporting;, • Provide tactical financial guidance and advise on strategic leadership decisions that affect the firms financial stability and continued success (e.g., the evaluation of potential alliances, acquisitions and/or mergers and investments);, • Develop a reliable cash flow projection process and reporting mechanism which includes a minimum cash threshold to meet operating needs;, • Evaluate the finance divisions structure and team and develop plans to continually improve the groups efficiency and effectiveness while supporting employees professional and personal growth;, • Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action;, • Develop and maintain key external strategic partnerships;, • Oversee and ensure accurate and timely reporting to external constituencies and maintenance of data systems where necessary;, • Forecast cash flow based on upcoming projects, expenditures, investments, and tax liabilities;, • Oversee the Project Accounting department;, • Prepare operating budgets and oversee financial reporting; coordinate the preparation of financial statements, financial reports, and project reports;, • Review, analyze, and present to the management team the month-end, quarter-end, and annual financial statements;, • Conduct monthly financial project review meetings with respective project management teams;, • Oversee and review yearly audit and preparation of tax returns by external CPAs;, • Analyze and manage process for work in progress (WIP) reporting and closing;, • Oversee the full cycle accounts receivable and accounts payable process;, • Perform margin analysis on projects for improved cost management and increased profits;, • Implement and coordinate changes and improvements in automated financial and management information systems and new systems in process;, • Ensure compliance with local, state, and federal income, sales, and payroll tax requirements;, • Oversee the approval and processing of requisitions, payments to subcontractors, purchasing, department budgets, ledger, account maintenance, and data entry;, • Establish and maintain appropriate internal control safeguards;, • Ensure financial records and systems are maintained in accordance with generally accepted accounting principles (GAAP) and other methods of accounting as needed;, • Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures;, • Represent the company externally to government agencies, banks, sureties, and insurance brokers and carriers;, • Coordinate external audits with outside accounting firms and governmental agencies or unions;, • Recruit, train, supervise, and evaluate accounting department staff;, • Oversee the Human Resource function.YEAR ONE CRITICAL SUCCESS FACTORS: BFC Partners has identified the following as the key success factors for year one: • Learn the business and culture to build credibility with the executive team, peers, direct reports, and key stakeholders;, • Optimize and streamline the corporate and functional structure of the finance team to promote deeper alignment and plan for continual improvement;, • Collaboratively lead the senior management team and other key internal constituents through a comprehensive uniform budgeting process while playing an active role in consistently promoting operational excellence.QUALIFICATIONS: Qualified candidates must have a broad understanding of business operations as well as strong leadership, communication, and analytical judgment skills to complement proven C-level technical expertise. This position requires an executive who is financially and operationally savvy, with a demonstrated ability to develop and monitor key performance metrics/dashboards in partnership with all department heads to support effective resource planning. The successful candidate will possess strong finance and accounting skills, exceptional attention to detail, strong critical thinking skills, and the ability to be a hands-on leader who takes ownership of the financial and accounting strategy. Prior experience in a dynamic real estate development and construction company would be ideal. Additionally: • Bachelors Degree in Accounting or Finance is required; MBA, CPA and/or other relevant professional designation is highly preferred;, • 12 or more years experience in finance roles, with at least 3 of those years serving in leadership roles as VP of Finance or related title within a company;, • Extensive knowledge of P&L, Balance Sheet and Cash Flow statements, coupled with strong GAAP accounting principles understanding;, • Fluency in enterprise resource planning (ERP) software; Timberline/Sage 300/Sage Intacct preferred;, • Ability to oversee the audit process;, • Strong writing, verbal, and interpersonal skills with the ability to communicate clearly with staff and to present BFC Partners in a compelling and effective manner to clients and stakeholders;, • Proactive problem-solving abilities and excellent judgment;, • Experience leading and mentoring staff; ability to evaluate and support professional development needs and opportunities as well as strategies to encourage growth;, • Experience distilling an organizations operational areas for opportunity and building new internal capabilities to drive profitable growth;, • Early career experience in public accounting with a top tier firm is a plus;, • Deep commitment to equity, inclusion, accessibility, as well as an interest in community/neighborhood development;, • Discretion, maturity, and a high level of trustworthiness.Other Information: BFC Partners is an equal opportunity employer, and does not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identification, national origin, ancestry, age, marital status, citizenship status, veteran status, disability or any other criterion specified by federal, state or local laws, in the administration of its employment policy. BFC Partners strongly encourages applicants from all cultures, races, educational backgrounds, life experiences, socio-economic classes, sexual orientations, age, gender, and physical abilities to apply. Compensation: Compensation is expected to be $300K, plus bonus and benefits. This position requires in-office attendance 5 days/week. To Apply BFC Partners has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Jack Lusk, CEO & Managing Partner Anne McCarthy, COO Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: amccarthy@harrisrand.com Please include BFC Partners VP/CAO in the subject line of the email

Job Description Title: Manager, Emerging Companies Group Department: Emerging Companies Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and driven Manager to join our Emerging Companies practice at Anchin. This role is ideal for a professional with a strong background in public accounting who is passionate about working with early-stage and high-growth companies. As a Manager, you will oversee engagements, lead teams, and serve as a trusted advisor to clients navigating the complex and fast-paced startup environment. RESPONSIBILITIES: • Develop and implement tax planning strategies to minimize tax liability for emerging company clients in industries ranging from technology, food & beverage, health & beauty, professional services, and other high-growth industries., • Ensure compliance with relevant tax laws and regulations., • Possess strong business acumen to understand the needs and challenges of growth stage businesses and owners, and provide tailored services., • Oversee the preparation and review of tax returns for clients which includes corporations, partnerships and personal income tax filings., • Stay abreast of changes in tax laws and regulations affecting emerging companies., • Conduct research to address complex tax issues and provide recommendations., • Identify opportunities for expanding services and growing the client base within the emerging companies group., • Understand your clients, their goals and objectives, the emerging companies' industry, and trends that will impact them, while applying the knowledge when directing the teams in the delivery of service to our clients., • Supervise, mentor, and develop a team of professionals within the emerging companies group while providing training and support to ensure the team's professional growth and performance., • Identify opportunities for process improvements to enhance efficiency and accuracy in tax reporting and compliance within the emerging companies group. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA preferred. Experience: • 5+ years of experience in tax, with a focus on the Emerging Companies' core industries., • Strong knowledge of tax laws and regulations., • Leadership experience, with the ability to manage and motivate a team., • Great analytical and problem-solving skills., • Excellent communication and client relationship skills., • Proficient in using tax software and Microsoft Office applications. Compensation: • Competitive annual salary in the range of $130,000 - $185,000, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description Title: Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships. The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution. RESPONSIBILITIES: • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters., • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards., • Review advanced individual, fiduciary, and partnership tax returns and related deliverables., • Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations., • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback., • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services., • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams., • Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA preferred. Experience: • 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation., • Demonstrated experience with individual, trust, estate, and partnership tax matters., • Prior experience supervising teams and reviewing complex tax work., • Strong interpersonal skills with the ability to build credibility with clients and colleagues., • Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously. Compensation: • Competitive annual salary in the range of $200,000 to $350,000, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance