Trabajos private equity sales en Estados Unidos - Page 3

Job Description Please note this position is only open to candidates from Pennsylvania and New Jersey. Job Summary: As an Account Executive/Senior Account Executive in a quota-carrying role focused on territorial growth, you will drive revenue generation and client acquisition for Self-Directed IRAs while collaborating across our dynamic team. This role requires a strategic self-starter who can lead by example, actively cultivate new opportunities, and foster synergy across departments—including Sales, Operations, Finance, Client Services, IT, and Marketing—to deliver a cohesive, client-centric experience. You’ll play a critical role in scaling our reach and refining our processes while serving as a cross-functional ambassador committed to advancing our mission in the alternative investment space. Duties and Responsibilities · Consistently exceed quarterly sales quotas by driving revenue through targeted outreach and relationship management within an assigned territory, focusing on Real Estate, Alternative Assets, Precious Metals, LLCs, and Private Equity sectors. · Develop and maintain accurate territory forecasts by analyzing historical sales data, current market trends, and real-time pipeline information to inform strategic decision-making and drive revenue growth. · Develop and execute territory-specific strategies to scale B2B channels and partnerships, working in close alignment with internal teams to optimize conversion and engagement. · Follow up on marketing-generated leads: Collaborate with the marketing team to promptly and effectively engage with leads through a structured follow-up process, ensuring these contacts are nurtured and converted into strong sales opportunities. · Maintain robust pipeline coverage: Proactively generate and qualify self-generated leads through targeted outreach, market analysis, and networking to ensure a continuous flow of high-quality prospects that drive your territory’s revenue growth. · Direct and mentor a dedicated BDM Assistant responsible for account setup and onboarding of new clients, partners, and institutional relationships, ensuring a streamlined and high-quality experience. · Support and participate in talent decisions—including recruiting, onboarding, and performance management—for BDM Assistants in collaboration with leadership. · Proactively coach underperforming team members, delivering actionable guidance to drive productivity and align performance with company standards. · Partner with the Director of Sales to design and implement strategic sales frameworks, marketing initiatives, and operational practices aimed at expanding the SDIRA client base. · Set and track measurable goals for territory performance, contributing to territory production and financial targets. · Foster and grow key partner and institutional relationships, enhancing channel value and driving long-term retention. · Travel within the assigned region to support partner-facing efforts, including attendance at a minimum of two in-person events per year per Business Development Manager. Knowledge, Skills and Abilities Requires superior ability to work independently and to establish, nurture, and manage strong business relationships; analytical skills to evaluate territory opportunities and instill best practices; exceptional oral and written communication skills, and ability to identify and coach others on opportunities in communications improvement, including public speaking; a high standard of client service and an ability to focus on the long term. Must possess an advanced knowledge of retirement plans, investment products, and real estate transactions, as well as the US laws and regulatory requirements to which they are subject. Exceptional organization skills and a very good aptitude for all systems and software used by The Entrust Group. Credentials and Experience A. Formal Education: Bachelor’s degree in finance B. Experience: 5-7 years of exceptional sales experience and a minimum of 3 years in the SDIRA market C. Professional Designations: None required but a CISP designation is helpful. Special Requirements Travel up to 25% along with on-traditional business hours may be required on a regular basis to achieve quotas and fulfill responsibilities. Supervisory Controls A. Supervision Received: Employee works independently and generally selects the approaches and methods necessary to complete the work. Certain responsibilities, as noted above, will be worked on in conjunction with the Director of Sales or as deemed appropriate. B. Employees Supervised: Responsibilities include disciplining employees, solving personnel problems, recommending hiring and firing employees, and developing work methods. The supervisor in this position manages a working unit or team with responsibility for employee performance appraisal, as noted above. Complexity of the Work: In this role, you are expected to consistently meet and exceed quarterly quotas and drive aggressive growth targets in the SDIRA market. You will coordinate a diverse mix of job functions—including production, financial, and operational responsibilities—to guarantee that all objectives are not merely met but surpassed. This position requires frequent application of analytical skills to solve complex challenges and to streamline processes, ensuring fairness in decision-making and clarity in communication across multiple departments. Handling confidential information is a daily responsibility, and you will be expected to show utmost adherence to our privacy policies and procedures while always ensuring secure and compliant operations. Judgment and Initiative: You will be required to exercise sound judgment in independently analyzing and resolving issues of significant importance to our strategic goals. The role demands that you rely on your initiative and creativity to devise innovative methods that not only enhance individual task efficiency but also contribute to overall company success. Your ability to objectively assess situations and make decisive recommendations will be critical in maintaining a competitive edge in the SDIRA market, ensuring that every decision is aligned with and furthers the best interests of The Entrust Group. Internal Contacts: Engage continuously with every member of The Entrust Group Team to foster a collaborative environment, ensuring seamless communication, shared strategic insights, and unified execution across all departments. Your proactive engagement will drive alignment with company goals and enable rapid response to market opportunities. External Contacts: Cultivate and maintain robust relationships with business partners and clients through regular, meaningful interactions. Your role will serve as the primary point of contact, ensuring that external communications are clear, strategic, and focused on expanding market presence and driving revenue growth in the SDIRA space. Work Environment Requires performing regular job functions in a controlled environment with minimal exposure to disagreeable job elements and little risk or hazard of physical or mental health. Compensation Base salary plus commission. Commissions will be calculated and paid quarterly based on the terms and conditions of the annual compensation plan (I am working on new compensation plan which should be a document outside of the JD with terms and conditions for signature – updating annually and delivered to all quota carrying Sales Team members by 12/15 of each fiscal year). Leverage our commission-based model with truly uncapped earning potential—where exceeding your targets directly boosts your income while you fuel company growth. • Commissions will be paid in the 1st pay period following the close date for the quarter – ex: Q3 commissions will be paid on October 15, 2025., • The Account Executive/Senior Account Executive must be a full-time-employee of The Entrust Group at the time payments are issued.

Job DescriptionAbout the Company Chicory is the leading contextual advertising platform for CPG & grocery, transforming food content into dynamic commerce experiences that take consumers from inspiration to checkout. Our platform reaches 123 million grocery shoppers each month across a network of 5,200+ websites, food blogs, and apps, including The Kitchn, Food Network, MyFitnessPal, and powers 70+ leading retailers through direct integrations and retail media partnerships. By combining engaging media with contextually relevant, brand-safe content, we help CPG brands and retailers connect with consumers in an active mindset during high-intent moments—whether they're discovering new recipes, planning meals, or building grocery lists. From curiosity to conversion, Chicory enables brands to show up in the moments that matter most, delivering full-funnel outcomes with ease. Recognized as a 2025 Best Workplace by Inc. Magazine and as a 2023 Fastest-Growing Private Company in America by Inc. 5000, we believe that what sets Chicory apart is our diverse experiences and skillsets coupled with our shared values. Learn more at . About the Role As our Senior Product Manager, you'll lead the strategic development of our digital advertising solutions, implementing product strategies that enhance the user experience, drive revenue growth, and revolutionize the way consumers interact with food content. If you have a deep understanding of the adtech space and a passion for translating user needs into innovative solutions, we would love to hear from you! Responsibilities • Own and drive the product development lifecycle for complex or high-impact initiatives, from ideation through launch and beyond; proactively unblock teams and adjust strategy as needed, • Identify and drive innovation opportunities by synthesizing industry trends, customer needs, and internal insights to evolve our product portfolio and maintain market leadership, • Lead cross-functional collaboration with Marketing, Sales, Engineering, and external partners to align on product strategy, define and scope initiatives, and deliver integrated, high-value solutions, • Own the product release strategy, including coordinating go-to-market plans, stakeholder alignment, and communications across the company for major launches, • Define and monitor product success through advanced KPI frameworks, using quantitative and qualitative data to guide optimization and long-term iteration strategy, • Serve as the internal and external product evangelist, deeply articulating product vision, business value, and positioning to drive adoption and market differentiation, • Be the subject matter expert on Chicory's media/adtech ecosystem, owning strategic direction and ensuring alignment with evolving industry best practices and tech standards, • Influence product strategy at the leadership level, advising the Director of Product and executive stakeholders on product portfolio direction, trade-offs, and investment decisions, • Lead exploration of emerging technologies, such as AI/ML in advertising, and drive their thoughtful integration into the roadmap to maintain our innovation edge, • Mentor junior PMs and shape team culture, reinforcing Chicory's principles and fostering a high-performing, inclusive, and curious product organization, • Must have an understanding of the various components of the adtech ecosystem, including DSPs, SSPs, ad exchanges, ad servers, and DMPs, • Must have a thorough knowledge of programmatic buying, selling, and real-time bidding, including understanding how automated systems are used for buying and selling ad inventory, • Must be proficient in data analytics to measure ad performance and user engagement like click-through rates, conversion rates, cost per click, cost per acquisition, and return on ad spend, • Must have experience leading all aspects of the product development process from ideation to delivery, • Knowledge of privacy laws and regulations such as the General Data Protection Regulation and California Consumer Privacy Act, and how they impact adtech practices, • Understanding of common types of ad fraud (like click fraud, impression fraud) and the tools and techniques used to detect and prevent them, • Understanding of software development processes, technologies, and methodologies, enabling effective collaboration with the development team and informed decision-making regarding product architecture and implementation, • Strong project management skills with the ability to prioritize tasks, manage timelines and resources, and drive projects to successful completion, • Excellent communication and presentation skills, both written and verbal, with the ability to articulate complex ideas and technical concepts clearly and effectively to both technical and non-technical audiences Benefits & Perks Focusing on your health and wellbeing: • Comprehensive healthcare benefits, including dental + vision plans, • Flexible paid time off policy for vacation, sick days, mental health days, and more!, • 14 paid holidays + flexibility to take paid time off for any other holidays you observe, • Employer-paid membership to One Medical, • Annual learning & development stipend, • Flexible remote and hybrid work style arrangements, • Fun and friendly office in NYC stocked with free snacks, • Virtual and in-person outings and fun activities with our amazing team, • Competitive compensation package, including base salary + stock options, • Flexible Spending Account (FSA) + Health Spending Account (HSA), • 401k retirement plan, • Commuter benefits At Chicory, we know that we are strongest when every person is valued, respected and treated with dignity. We actively put aside assumptions and judgment and work to make space for all points of view. We do serious work but don't take ourselves too seriously. We consider our playful spirit a competitive advantage to building better relationships and finding the smartest solutions. We produce the best results by hiring smart people and giving them the space, safety and the resources to do their work. We are building a company people love working with and working at. Our Commitment Statement to Diversity, Equity, Inclusion, & Belonging At Chicory, diversity, equity, inclusion, and belonging are key ingredients in our recipe for success. Our diverse experiences, backgrounds, identities, and ways of thinking elevate the level at which we operate; this allows us to innovate in old-school industries by looking not at how things have been done, but how they should be done. We are building a workplace built on merit and equity where every one of us has a voice at the table. Our Values • Operate with Empathy, • Embrace Individuality, • All Hands on Deck, • THINK, • Be Good People: The success of our company is totally dependent on having good, smart people., • Own It: We take pride in our work. When we see a problem, we step up. We hold ourselves, and each other, to the highest standard. We learn from mistakes, admit when we are wrong, and take full responsibility for delivering results, not just for our role, but for the mission., • Separate Your Ego From Your Position: We speak up with conviction, but we stay open to being wrong. Leadership isn't about winning arguments or defending turf; it's about serving the mission. We challenge ideas without taking it personally, and we invite feedback without getting defensive. Our goal is the best outcome, not to "be right.", • Find Reality: We pursue truth over comfort. We seek to understand before insisting on being understood. We dig beneath symptoms to uncover root causes, and we challenge assumptions, even our own. Clarity comes from curiosity, not certainty. We don't settle for surface-level answers. We seek reality, even when it's inconvenient., • Have a Beginner's Mind: Just because something has been done a certain way doesn't mean it's the best way. We stay curious, challenge assumptions, and question the status quo. We stay innovative by tackling problems from a fresh perspective., • Bias for Action: Speed matters in business. We don't wait for permission, perfect clarity, or endless alignment. We cut through noise, complexity, and politics to drive progress. When in doubt, we act, learn, and adapt because action beats indecision every time., • Customer Obsessed: Our customers are our North Star. We listen closely, dig deep to understand their needs, and deliver 5-star service at every touchpoint. We build products that actually work: simple, intuitive, and designed to solve real problems., • Above and Beyond: We don't settle for "good enough," we aim for exceptional. We go above and beyond what's expected for our team, our customers, and ourselves. We stay curious and hungry. Every day is an opportunity to get better.

Job Description Garner's mission is to transform the healthcare economy, delivering high-quality and affordable care for all. We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. Our approach guides employees to higher-quality, lower-cost care, creating a system that works better for everyone. Patients achieve better health outcomes, employers spend healthcare dollars more effectively, and physicians are rewarded for delivering exceptional care rather than performing more procedures. Garner is one of the fastest-growing healthcare technology companies in the country. Our products are trusted by the most sophisticated employers and providers in the industry, and we are building a team of talented, mission-driven individuals who are motivated to make a meaningful impact on healthcare at scale. About the role: We are looking for an exceptional Revenue Operations Analyst to serve as the functional "engine room" for our revenue teams. Reporting to a Revenue Operations Manager, you will be the first point of contact for our Sales and Client Management teams. Your goal is to ensure our daily operations run without friction by managing ad-hoc data requests, troubleshooting workflow issues, and maintaining the integrity of our go-to-market systems. This is a high-impact role for a detail-oriented problem solver who wants to learn the "first principles" of how a world-class revenue engine is built and maintained. Where you will work: Garner is headquartered in NYC, but this position is available for individuals who are comfortable with remote work and occasional travel to HQ. What you will do: • Serve as the first point of escalation for issues, questions, exceptions, and edge cases related to the execution of Sales and Client Management workflows, • Own the intake and execution of ad-hoc data requests, building reports and performing rapid-response analysis to help leadership make real-time decisions, • Partner with GTM Systems & Data to ensure data integrity within Salesforce and our GTM stack by performing regular hygiene tasks and identifying data gaps, • Assist Revenue Operations Managers in the design and documentation of new processes, helping to map out the detailed logic for complex workflows, • Maintain and update recurring performance dashboards to ensure every member of the revenue team has the visibility they need to track progress against goals., • Refining and tracking key performance metrics to understand and measure the performance of Garner's commercial organizationThe ideal candidate has:, • 2-4 years in Management Consulting, Investment Banking, Private Equity, Corporate Finance, OR 3+ years in Revenue Operations, Sales Operations, or related GTM strategy role. Experience at a high-growth startup is a plus, • Business or STEM undergraduate degree required, • You have a high degree of comfort with data and don't just pull reports, but actively look for the "why" behind the numbers, • You enjoy taking things apart to see how they work and get excited to find the root cause when a workflow breaks, • You thrive in a fast-paced environment where ad-hoc is the norm and can prioritize a high volume of requests without losing attention to detail, • You can translate technical system issues into plain English for our Sales and Client Management partners

Job Description We are seeking a LEASING AGENT- PART TIME to join our growing team! You will handle all real estate activities and transactions on behalf of the clients. Responsibilities: • List and sell residential or commercial real estate, • Negotiate purchase agreements and contracts with buyers and sellers, • Host open houses and other events, • Prepare market analysis to help determine property value, • Educate clients on basic real estate procedures, • Previous experience in real estate, property management, or other related fields, • Familiarity with real estate contracts and leases, • Ability to build rapport with clients, • Strong negotiation skills, • Excellent written and verbal communication skillsCompany DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job Description Title: Business Development Director Location: Bronx, NY (hybrid) Status: Full-Time Salary: Base salary of $115,000 + bonuses ($126,000-$140,000 with projected bonuses) We are seeking a dynamic and results-driven Business Development Director to lead our strategic marketing and sales efforts. This role is perfect for a seasoned professional with a passion for expanding healthcare access and driving growth through innovative partnerships, digital marketing strategies, and service development. If you have proven success in healthcare business development and are ready to make an impact in a mission-driven, worker-owned organization, we’d love to hear from you! Responsibilities: Marketing & Strategic Planning • Develop and implement a comprehensive marketing and sales strategy to support CHCA’s strategic growth plan., • Identifies and leverages CHCA’s core strengths and market differentiators, including the agency’s unique cooperative model., • Conducts detailed market analysis to identify new business opportunities and understand competitive landscapes., • Prepares actionable and measurable marketing plan, identifying priorities, timetable, staffing, and required investments., • Lead outreach and relationship building with key referral sources including hospitals, clinics, and healthcare providers., • Build strategic partnerships that drive client acquisition and revenue growth., • Build a marketing team of bilingual marketers and manage intake coordinator to support the marketers and to expedite client enrollment process., • Monitor CHCA’s online platforms (website, social media pages) for effectiveness (SEO, lead generation/conversion, etc.), and facilitate needed updates/improvements., • Prepare detailed reports and presentations on growth efforts, risks, and opportunities for senior leadership., • Minimum 5 years of experience in healthcare, with a strong understanding of long-term care and managed care., • At least 5 years of leadership experience in marketing or business development roles, preferably in home health or similar sectors., • Demonstrated success growing both public and private pay lines of business., • Excellent communication, relationship-building, and project management skills., • Strong analytical skills and experience with financial modeling and forecasting. Cooperative Home Care Associates (CHCA) established in 1985, is a home health care services agency licensed by the New York State Department of Health, to provide paraprofessional services for elders and individuals living with physical disabilities in New York City. More than 1,700 home care workers are currently employed by CHCA, 98 percent of whom are Latina or African American women. As the largest worker-owned cooperative in the US, CHCA offers all employees the opportunity to purchase an equal ownership stake in the business. Today CHCA is one of the largest private-sector employers in the South Bronx and one of the largest women-and-minority-owned businesses in New York City. Our Benefits: CHCA offers an attractive compensation package which includes, medical, dental, vision and company paid life insurance, paid time off, flexible spending accounts, commuter benefits program, long term disability, and 401K benefits as well as an excellent working environment that values diversity and growth. Equal Opportunity Employer: At CHCA, we are proud to be an equal opportunity employer committed to fostering a workplace that celebrates diversity, equity, and inclusion. We embrace individuals from all backgrounds and experiences, ensuring that everyone feels valued and empowered to contribute to our mission. We do not discriminate based on race, color, religion, national origin, ancestry, age, gender, gender identity or expression, sexual orientation, marital status, pregnancy, veteran status, disability, or any other legally protected characteristic. CHCA is dedicated to creating an inclusive environment where employees thrive, grow, and succeed together. Powered by JazzHR Mx5IrrAz6a

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Machine Learning Engineering team designs, builds, and integrates the core platform that unlocks cutting-edge capabilities for financial advisors, including features driven by generative AI. Our engineers are relentlessly evolving this platform, empowering groundbreaking applications and features that truly help financial professionals better connect with their clients and grow their businesses. About the Job: We are seeking a highly motivated and experienced Machine Learning Engineer to join our growing team. In this role, you will be instrumental in crafting and scaling foundational backend systems across predictive systems and generative AI. You will work across the entire software development lifecycle, from architectural design to deployment and ongoing operations, contributing significantly to our core infrastructure and data strategies, and working hand-in-hand with cross-functional partners like LLM Engineers, Product Owners, and Data Scientists to bring our vision to life. Responsibilities: • Design, develop, and maintain high-performance, scalable, and secure backend services, primarily using Python and frameworks like FastAPI, • Translate ambiguous business and technical requirements into concrete software designs and actionable tasks for cross-functional teams, • Work with OLTP databases, including schema design, migration strategies, and performance optimization, • Integrate SmartAsset services with internal and external APIs, including third-party platforms and existing AWS infrastructure, • Ensure secure ingress and egress of data within our private network environments, • Contribute to the design and implementation of our CI/CD pipelines to ensure continual improvements to our cycle time, • Manage and optimize AWS services, including IAM roles and policies, • Gain a deep understanding of how our Python applications integrate with our Kubernetes (EKS) and future ECS-based infrastructure, • Operate and maintain production applications at scale, ensuring high availability, performance, and reliability, • Design and implement data collection pipelines specifically for Large Language Models (LLMs), • Contributed to shared data architecture and data governance practices to ensure the persistence of structured data suitable for analytics and model training, • Explore, integrate, and tune various LLM-related technologies, such as Retrieval Augmented Generation (RAG) systems, and addressing potential scaling challenges, • Investigate and implement agentic technologies, such as tool calling frameworks (e.g., AutoGen), to enhance LLM capabilities, • Proven experience as a ML Engineer with a strong focus on Python development, • Experience with cloud platforms, specifically AWS, including IAM, EKS/ECS, and other core services, • Experience operating and scaling a production application, • Experience with LLMs, RAG, embedding vector databases, or agentic technologies., • Familiarity with productionizing apps built with prototyping frameworks such as Streamlit or Gradio, • Knowledge of data governance and structured data principles, • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US., • Medical, Dental, Vision - multiple packages available based on your individualized needs, • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available, • Supplemental Short-term and Long-term Disability, • FSA: Medical and Dependant Care, • 401K, • Equity packages for each role, • Time Off: Vacation, Sick and Parental Leave, • EAP (Employee Assistance Program), • Financial Literacy Mentoring Program, • Pet Insurance California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents $137,000 - $180,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Enterprise Account Executive to drive sales execution across enterprise accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Account Executive, you will play a pivotal role in meeting, understanding, and serving core enterprise accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside banks, institutions, investment advisors, and other firms who allocate capital and would greatly benefit from the Arch platform. * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 6+ years of experience selling Fintech or other SaaS products into Banks, or other complex financial services institutions. * Seek massive opportunities, jump on them, and take initiative. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $350K - $450K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We are hiring a Head of Marketing to lead our marketing function and help drive our marketing strategy. This is a senior, hands-on leadership role. We are indexing heavily on content-led marketing leadership, with demand generation as a second core pillar, and a strong preference for candidates with brand experience. You will operate as both a strategist and an operator; helping to establish the vision, rolling up your sleeves to execute, and scaling the team and systems over time. What you’ll do * Own the end-to-end marketing strategy, aligned to company objectives, in close partnership with the CRO and the leadership team. * Though leadership on Content and product marketing: * Positioning, messaging, narrative, and core assets * Develop content systems that scale * Build a best-in-class demand management program: * Pipeline-driving campaigns across channels (paid, lifecycle, web conversion, testing and measurement) * Establish clear reporting and tooling on marketing metrics * Own field marketing and events: * Develop an annual strategy for owned and third-party events * Create programs that create high-quality conversations with target accounts and partners * Help shape Arch brand, PR strategy and communications * Build the marketing org over time by hiring across key functions: * Partner closely with Sales and Product on key collateral for campaigns, launches, and enablement. Reach out to us if you have * Senior marketing leadership with a deep strength in content-led growth and experience in brand positioning. and narrative * Proven experience building and scaling demand generation programs that drive measurable pipeline impact. * Experience operating at both the strategic and executional levels in an early-stage or scaling environment. * Strong collaboration c and ability to build strategy with executives and then lead teams to execute against it. * Superior writing and editing with a high bar for quality. Bonus points if you have * Experience leading a broader scope that includes brand and PR. * Background in B2B SaaS / enterprise tech / Financial Services. * A track record of hiring and leading teams across all marketing functions. * Excellent writing and editorial judgment (high bar for craft and clarity). * New York-based (preferred) or Boston, with flexibility for exceptional candidates. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $250K - $300K

Job DescriptionSalary: $80k-$90k About Us American Exchange Group is an industry leader in fashion accessory products and brand management. By facilitating distribution to major retailers internationally for their globally recognized brands, custom private label brands, and exclusive licensed brandsincluding footwear, tech wearables, watches, jewelry, handbags, fashion accessories, home, and beautyAmerican Exchange Group raises the bar by disrupting the status quo with value and quality, while staying at the forefront of trends. Joining American Exchange Group means being part of a dynamic and diverse team where your contributions drive real impactand where theres always room to grow. If you're looking to be part of a company that blends heritage with hustle, were excited to meet you. Visit our website at Location: Onsite Monday - Thursday, Friday Remote About Us At Aerosoles, we're redefining comfort and styleone step at a time. Founded with the belief that fashion should never hurt, we are a footwear brand with a rich legacy of innovation, craftsmanship, and modern design. From the office to the weekend, our shoes are made to move with you, offering trend-right silhouettes with all-day wearability. Joining Aerosoles means stepping into a fast-paced, supportive environment where ideas are welcomed, challenges are met with creativity, and growth is encouraged. If you're looking to contribute to a dynamic brand with purpose and passion, wed love to hear from you. Visit our website at or our parent company at Position Summary The Associate Production Manager supports the production team in managing the development and production process for Aerosoles footwear from order placement through final delivery. This role works closely with overseas factories, design, sales, and internal teams to ensure that products are produced according to specifications, delivered on time, and meet company quality standards. The ideal candidate is highly organized, detail-oriented, and comfortable working with international vendors while managing multiple production timelines simultaneously. Key Responsibilities • Enter, maintain, and track purchase orders with overseas factories to ensure timely production and delivery., • Support production planning and scheduling to align with delivery timelines and seasonal launch calendars., • Monitor production progress and follow up with vendors to ensure orders remain on schedule., • Communicate daily with international factories and vendors regarding production status, timelines, and requirements., • Provide vendors with packing, labeling, and shipping instructions in accordance with company and retailer standards., • Resolve production issues and escalate concerns when necessary to maintain timelines., • Partner with Design and Sales teams throughout the development process to ensure product specifications and requirements are clearly communicated to vendors., • Issue and maintain product specifications to ensure compliance with company standards and regulatory requirements., • Maintain and track the production calendar, including pre-production samples, lab testing, approvals, and production milestones., • Monitor sample submissions and ensure timely approvals to keep production schedules on track., • Track shipments from pre-production through final delivery, ensuring accurate documentation and timely updates., • Maintain production records, order tracking reports, and vendor communications., • Assist with production reporting and status updates for internal teams., • Support the production team with additional operational tasks as needed. Experience • 24 years of experience in production, sourcing, or supply chain within footwear, apparel, or accessories, • Experience in footwear production strongly preferred, • Experience working with overseas factories and vendors, • Strong organizational and time management skills, • Excellent communication skills and ability to manage vendor relationships, • Ability to manage multiple production timelines and priorities, • Strong attention to detail, • Proficiency in Microsoft Excel and production tracking systems What We Offer • Comprehensive Health & Wellness Benefits, including medical, dental, vision, and supplemental insurance, • 401(k) Retirement Savings Plan with company match, • Generous Paid Time Off (PTO) and paid holidays, • Flexible Fridays with shortened hours during both Summer and Winter seasons, • Health Savings Account (HSA), • Flexible Spending Accounts (FSAs), • Tax-free commuter benefits, • Exclusive employee merchandise discounts Salary: The anticipated base salary is $80k-$90k annually. Actual compensation will be determined based on a variety of factors including, but not limited to, experience, skills, education, internal equity, and location. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. The compensation package is dependent on a number of factors, including, for example, experience, education, market data, and business needs.

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview The Vice President of Commercial Growth and Partnerships, reporting to the Chief Product Officer, is responsible for shaping and executing Elite's commercial portfolio growth strategy across pricing, packaging, partnerships, and product line economics. This role ensures that product investments, pricing decisions, and partner strategy that translates into measurable ARR growth, margin expansion, and disciplined execution aligned with the Value Creation Plan (VCP). This role leads the orchestration of portfolio and offering strategy, pricing architecture, ecosystem and partner programs, and cross functional commercial alignment across Product, Go to Market, and Finance. This role is accountable for financial performance of designated product lines in partnership with Product and Finance, while serving as a strategic integrator across teams to ensure commercial decisions are coherent, scalable, and consistently executed across the portfolio. Work Arrangement: Hybrid in NYC HQ Responsibilities P&L Ownership & Commercial Leadership • Drive financial performance of designated product lines, including ARR, retention, margin, and operating efficiency, in partnership with Product and Finance., • Partner with Finance and Product to build product-level P&L models, investment plans, and multi-year financial forecasts., • Own pricing and monetization strategy, including packaging and portfolio mix, and partner with Finance on pricing approvals., • Lead the integrated product portfolio strategy grounded in customer insights, competitive intelligence, and long-term market trends., • Define strategic adjacencies, expansion opportunities, and product-level transitions including cloud migration pathways., • Partner closely with Product Management to translate strategy into clear roadmap priorities and sequencing., • Establish portfolio governance frameworks that guide capital allocation, investment decisions and portfolio performance tracking., • Define and own Elite's global partnership strategy across technology, data, payments, services, and strategic alliance partners., • Design and scale Elite's partner program, including partner tiers, enablement models, incentives, certification, and governance., • Identify and prioritize partnerships that accelerate product innovation, expand market reach, improve customer outcomes, and unlock incremental ARR., • Partner with Product, Technology, Sales, and Marketing to ensure partners are integrated into product roadmaps, GTM motions, and commercial packaging., • Establish commercial and operational models for co-selling, co-marketing, and joint solutions with partners., • Own partner performance metrics, including sourced and influenced revenue, attach rates, pipeline contribution, and partner ROI., • Serve as executive sponsor for strategic partners and alliances, managing senior-level relationships and escalations., • Partner with Product Operations to reinforce rigor, transparency, delivery excellence, and cross-functional coordination., • Implement operating rhythms, KPIs, and reporting structures that improve predictability and execution quality., • Serve as executive sponsor for product-related M&A and strategic partnerships, supporting opportunity assessment, due diligence, synergy modeling, and integration planning., • Build and lead a high performing team over time as the function evolves, intentionally developing future leaders through focused coaching, hands on mentorship, and structured capability building., • Cultivate a culture grounded in strategic rigor, commercial accountability, and deep customer orientation, ensuring decisions drive measurable business impact., • Bachelor's Degree in Business, Finance, Computer Science, Engineering or equivalent experience. MBA or advanced degree preferred., • 12+ years of senior leadership experience in product strategy, corporate strategy, partnerships, or commercial strategy leadership within enterprise SaaS., • Experience with AI technology and commercial strategy., • Experience working in or closely with the legal technology industry in a high-growth SaaS environment is preferred, with familiarity across law firm workflows and enterprise sales cycles., • Demonstrated experience owning or influencing P&L performance, including ARR growth, margin optimization, and product-level financial planning., • Proven success developing and executing portfolio strategy, including investment prioritization, lifecycle management, and multi-year product vision., • Deep expertise in pricing, monetization, and packaging for subscription-based SaaS products., • Demonstrated experience building and scaling strategic partnerships or partner programs, including technology alliances, commercial partnerships, or ecosystem-led growth motions., • Strong background shaping or partnering on go-to-market strategy across Sales, Marketing, and Customer Success., • Strong financial modelling capability and ability to convert insights into strategic recommendations for executive stakeholders., • Demonstrated ability to lead cross-functional initiatives and influence outcomes at the ELT and board levels., • High executive presence with exceptional communication skills, capable of simplifying complex concepts for diverse audiences., • Strong track record leading and developing high-performing teams across strategy, operations, partnerships, or product disciplines., • Comfortable operating in high-growth, transformation, or PE-backed environments with evolving priorities., • Ability to navigate ambiguity, drive clarity, and make data-informed decisions under pressure., • Ability to travel up 25–50% as business needs require., • Role requires the following physical capacity: Sedentary: primarily desk/computer work., • Competitive Compensation Package ($238,000 - $280,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description Private markets are rapidly becoming a core part of wealth portfolios, but most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This limits scale, degrades client experience, and slows advisor adoption. InvestCloud’s Private Markets Network (PMN) is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model wealth managers expect in public markets. PMN underpins the Private Markets Account (PMA) and sits at the intersection of: • Wealth managers, • Private market asset managers, • Custodians and fund administrators This is not a passive enablement role. You will: • Help shape PMN’s product and network strategy., • Define what “good” looks like for wealth manager adoption., • Work directly with the market to unlock private markets at scale. What Does a Great Product Manager--Wealth Strategy & Adoption Do? • Understands both wealth manager and asset manager perspectives on private markets., • Can structure ambiguous, cross-functional problems and turn them into clear recommendations and actions., • Moves fluently between strategy and execution—from board-level framing to detailed onboarding assumptions., • Acts as a bridge between market, product, and delivery teams, ensuring PMN reflects how the market actually operates. Wealth Strategy & Market Unlock • Work directly with PMN leadership to shape PMN’s wealth strategy and adoption approach., • Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing., • Help define what it means for a wealth manager to be “PMN-ready”—and the practical steps required to get them there., • Act as a bridge between the wealth market and PMN product teams., • Influence PMN product direction by grounding decisions in real-world adoption challenges., • Help shape PMN rules, workflows, and operating model assumptions., • Support PMN go-to-market positioning and narratives with real market insight., • Help align PMN and APL sales motions to reduce friction and misalignment., • Prepare materials and analysis for senior internal and external stakeholders., • Support the creation of wealth manager readiness frameworks, onboarding playbooks, and adoption guides., • Work closely with the APL / PMA team to align PMN and PMA onboarding expectations., • Help create user guides, implementation guides, and onboarding materials that make PMN usable and understandable for wealth managers., • Ensure documentation reflects how wealth managers actually operate, not just how the product works in theory. In a typical week, you might be: • Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts., • Engaging with private market asset managers to understand product, operational, and distribution constraints., • Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers., • Stress-testing PMN and PMA onboarding assumptions after they become delivery problems., • Shaping adoption playbooks that determine how the market experiences PMN., • Turning messy client conversations into clear product and network strategy input., • PMN Leadership, • InvestCloud Leadership, • APL / PMA Product & Delivery Teams, • PMN Product & Engineering, • Wealth manager investment, platform, operations, and program teams, • Private market asset managers, • 2–6 years’ experience in:, • Management consulting, internal strategy, or change roles, or, • Product- and market-facing roles within wealth management, asset management, fintech, or financial market infrastructure., • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions., • Strong strategic and analytical thinking, with the ability to move between big-picture framing and detailed execution., • Comfortable operating in fast-moving, uncertain environments with limited precedent or playbooks., • Ability to engage credibly and confidently with senior stakeholders, both internally and externally., • Exposure to private markets, alternatives, or complex investment products (e.g., private equity, private credit, real assets, semi-liquid funds)., • Experience working on or alongside investment platforms, managed accounts, or market infrastructure., • Prior experience acting as a bridge between product, technology, and business teams., • Familiarity with operating model design, onboarding, or adoption frameworks in financial services., • Curious, commercially minded, and outcome-driven., • Low ego, high ownership; comfortable taking responsibility in ambiguous situations. This role offers: • A front-row seat in reshaping how private markets scale into wealth., • The opportunity to influence product and network strategy through real market engagement., • Access to leading private market asset managers and wealth firms. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity #LI-BH1

Job DescriptionAt 4over, we are committed to building a diverse and inclusive workplace welcoming to people of all backgrounds. Providing our employees with job training and opportunities for growth, development, and advancement. We take pride in fostering a safe environment for all employees. Join a remote-first, high-performance sales team where you’ll have real ownership over your territory and pipeline. This role offers the chance to develop your career toward enterprise sales, working on strategic, high-value deals with national brands. If you’re driven to win new business and thrive in a fast-paced environment, this is the opportunity to make a tangible impact while accelerating your growth. Summary: The Creative Director is responsible for defining and executing the creative strategy for 4over and its family of brands by overseeing the entire creative team and external contractors, establishing and maintaining brand standards and guidelines, driving creative strategy aligned with business and marketing objectives, managing digital asset organization and governance across brands, and serving as a working manager who provides leadership while actively contributing to high-level creative projects across digital, print, video, and experiential channels. Salary Range: $80,000 To $100,000 annually. Compensation commensurate with experience. At this time, we are not engaging with agencies or third-party recruiters. Thank you for your understanding. Essential Duties and Responsibilities include the following: • Identify and pursue new business opportunities to expand your territory and drive revenue growth., • Collaborate with Marketing to plan and execute targeted, account-based campaigns., • Build and nurture relationships with C-level and senior stakeholders across Marketing, Procurement, IT, and Vendor Relations., • Partner with internal teams (Estimating, Product, IT) to support new logo acquisition and upsell initiatives., • Develop and maintain deep product knowledge to effectively position solutions., • Apply a solution-focused sales approach to generate recurring opportunities and long-term client value., • Monitor territory performance, maintain competitive intelligence, and track market trends., • Manage pipeline and sales performance through CRM platforms and reporting tools., • Refine the sales process, improving forecasting accuracy, pipeline management, and deal execution across all segments., • Foster a high-performance culture, ensuring accountability, efficiency, and bold decision-making within the team., • Attend all department/company meetings, as requested. EXPERIENCE AND QUALIFICATIONS EDUCATION, LICENSES, CERTIFICATIONS, EXPERIENCES: • Minimum of 2+ years of B2B sales or business development experience, with a focus on new logo acquisition and outbound prospecting., • Experience selling to Marketing and Procurement decision-makers at enterprise-level companies., • Familiarity with sectors such as retail, gas stations, fashion, restaurants, or finance., • Proven ability to build and maintain strong client relationships and drive revenue growth., • Comfortable operating in a remote team environment., • Business Development & Sales Expertise: Demonstrated ability to identify and engage new business opportunities, with a focus on enterprise-level accounts. Experience selling to Marketing and Procurement decision-makers and driving revenue through solution-based sales approaches. Familiarity with sectors such as retail, gas stations, fashion, restaurants, or finance is preferred., • Relationship Building & Communication: Strong relationship-building, negotiation, and interpersonal skills, with the ability to engage C-level and senior stakeholders effectively. Excellent verbal and written communication skills for presenting solutions and maintaining client trust., • CRM & Analytics Proficiency: Skilled in CRM platforms (e.g., Salesforce, HubSpot) and sales analytics tools to manage pipeline, track performance, and maintain territory insights. Ability to leverage competitive intelligence and market trends to inform strategies and maximize opportunities., • Self-Motivation & Adaptability: Highly self-motivated, adaptable, and results-driven, capable of thriving in a remote-first, high-performance team environment. Demonstrates initiative and independence while meeting performance standards and team objectives., • Time Management & Organizational Skills: Ability to prioritize tasks, manage multiple accounts simultaneously, and maintain consistent follow-up to drive sales momentum. Strong organizational skills to optimize workflow, pipeline management, and campaign execution. 4over was founded in February of 2001. What started off as creating business cards and web page designs by a husband and wife, quickly flourished. Since the company was founded, we are now a private equity owned company growing and expanding across many states. Through our 4over Core Attributes, we are committed to meeting and exceeding customer expectations, cultivating and nurturing our relationships, providing excellence and caring for others. Health and Life Insurance- • Medical, Dental, Vision, Life/AD&D Insurance, Disability, and Flexible Spending Accounts (FSAs) for Health Care and Dependent Care, • 4over pays 100% of the employee’s premium for his/her Basic Life/AD&D Insurance in the amount of 1x the employee's annual salary, up to $500,000, • New employees are eligible to enroll the first of the month, following 1 month of employment, • Semi-annual open enrollment (January 1st and July 1st), • Discretionary employer match; typically, 50% of employee deferrals up to 6% of compensation, • 9 Paid Holidays

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job DescriptionAbout the Company Our client is a fast-growing, YC-backed AI company transforming the $200B+ patent industry. Trusted by 400+ global IP teams — from AmLaw 100 firms to Fortune 500 corporate legal departments — their AI-powered platform delivers 50-90% efficiency improvements across patent drafting, prosecution, and litigation workflows. They have raised $55M from world-class investors and are growing revenue 20-30% month-over-month. The Mission Our client is building the definitive AI platform for intellectual property — one that fundamentally changes how patents are created, prosecuted, and analyzed worldwide. Their ambition is to build a generational AI company that scales to $1B+ in revenue. The Opportunity This is a ground-floor GTM opportunity at a company that has already achieved eight-figure ARR. You will be one of the first Account Executives, directly responsible for building and scaling the sales motion. The sales playbook you build will define the entire commercial organization. If you want to be the person who turns product-market fit into a world-class GTM engine, this is the role. What You'll Do * Build and own the end-to-end GTM motion from lead generation through close and onboarding * Network with IP leaders and key decision-makers at law firms and enterprise companies, attending conferences and events globally * Conduct product demonstrations that showcase how AI transforms patent practice, teaching prospects the future of IP * Negotiate and close enterprise deals, managing the full sales cycle * Develop the sales playbook, documenting learnings that enable the team to scale * Provide direct feedback to a team of AI PhDs, software developers, and patent attorneys on customer needs, product improvements, and new features * Build strong, long-term relationships with key stakeholders across the IP ecosystem * Achieve and exceed revenue targets, contributing to the company's path to $1B+ ARR What You Bring * 3+ years of sales experience in a closing role, with a proven track record as an exceptionally high-performing AE or sales professional at a startup or tech company * Experience selling complex SaaS products to mid-market & enterprise companies in a technical or vertical niche * Exceptionally clear communication skills (written and verbal) * Metrics-driven mindset, extreme work ethic, and high energy * Comfortable with ambiguity and thriving in a fast-paced, early-stage startup environment * Technical undergraduate degree in a STEM subject (strong preference) Nice-to-Haves: * Experience with patent prosecution or legal background * Existing IP network (in-house counsel and/or law firm contacts) * Entrepreneurial experience — side projects, early-stage startups, or interesting and unusual hobbies Key Success Drivers * Extreme ownership mentality — you move fast, take responsibility, and execute without waiting for instructions * Growth mindset — you are eager to learn and adapt to a rapidly evolving market * High ambition — you are driven to build something generational, not just hit quota * Resilience — you thrive on challenges and bounce back quickly from setbacks * Cross-functional collaboration — you work effectively with engineering, product, and legal teams * Intellectual curiosity — you genuinely want to understand AI, patent law, and how technology transforms legal work Why Join? * Competitive base salary ($120K–$200K) plus commission with unlimited upside * Significant equity in a profitable, fast-growing company backed by YC, Microsoft, Thomson Reuters, and founders of Stripe, Canva, Deel, and Hugging Face * Private medical insurance * Free meals Employer Highlights * Rocket-ship growth: $55M raised, eight-figure ARR, 20-30% MoM revenue growth — profitable before raising Series A * Ground-floor sales opportunity: AE at a company that reached $15M+ ARR with <5 salespeople * World-class team: Founders from Cambridge, MIT, Stanford, and UCL; team includes AI researchers, engineers, and patent attorneys * 400+ enterprise customers across 6 continents — proven product-market fit with top law firms and Fortune 500 companies * In-office culture in NYC with a young, ambitious, and high-performing team We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity, or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. Compensation Range: $240K - $400K

Job Description Live events are fun. Concerts, sporting events, and festivals create memorable lifelong experiences with clients, prospects, partners, friends, and family—and they drive real business impact. Companies spend more than $600 billion each year on client entertainment. TicketManager is the enterprise platform they trust to source, manage, track, and report on live event tickets and hospitality—while maintaining compliance, control, and visibility across the organization. Built at the intersection of live events, technology, and enterprise operations, TicketManager makes client entertainment easy and measurable. Our industry-leading software supports everything from invitations and event execution to post-event reporting, helping companies clearly prove ROI and strengthen relationships through unforgettable experiences. TicketManager is trusted by thousands of global brands, including Anheuser-Busch, Verizon, American Express, Nike, and Visa, as well as Fortune 500 companies, professional sports leagues, and major organizations such as the NBA, NFL, NCAA, and NASCAR. We’re also proud to partner with some of the most iconic teams and venues in sports and entertainment, including the New York Jets, Philadelphia Eagles and Phillies, Capital One Arena, Texas Rangers, Houston Texans, LAFC, and Seattle Seahawks, along with more than 50 professional and collegiate teams, franchises, universities, and technology providers. Why Work at TicketManager At TicketManager, you’ll help build technology that brings people together through live experiences—while solving complex, real-world problems for the world’s best companies. We’re a fast-growing, profitable company that values ownership, collaboration, and excellence, and we’re building a team that’s passionate about making work impactful and fun. If you’re excited about live events, cutting-edge technology, and doing work that truly matters, you’ll feel right at home here. The Role TicketManager is hiring an FP&A Manager to serve as a key business partner to the CFO and leadership team. This role is responsible for building and owning TicketManager's financial planning, budgeting, forecasting, reporting, and analysis as the company rapidly scales. The FP&A Manager will be the single source of truth for financial performance and business metrics, partnering with Sales, Customer Success, Operations, Product, Engineering, and People teams to provide data-driven insights that inform strategic decisions. This leader will build and maintain financial models, develop executive reporting, and translate complex data into clear, actionable recommendations. TicketManager recently closed on a private equity investment in mid-2025 and has set ambitious growth plans for the coming years. This role will have material exposure to the CEO, private equity investment team, and the Board of Directors. This is a high-impact, hands-on role for someone who thrives in a fast-paced, high-growth environment. The ideal candidate brings strong financial modeling skills, business partnership instincts, and the ability to build scalable processes from scratch. You'll have significant ownership and visibility across the organization. Responsibilities Financial Planning & Analysis • Own the annual budgeting process, quarterly sales and expense forecasts, and rolling 12-18 month financial projections across all functions., • Design and maintain driver-based financial models for revenue, bookings, expenses, and headcount that support strategic planning and scenario analysis., • Partner with department leaders to translate business plans into financial assumptions, identify risks and opportunities, and ensure accountability to budget., • Develop financial models to evaluate strategic initiatives including pricing changes, new product launches, market expansion, and investment decisions.Business Performance & Insights, • Serve as the single source of truth for financial performance, delivering monthly business reviews, variance analyses, and KPI tracking to the executive team., • Build and maintain dashboards in Power BI to track key SaaS metrics including ARR, bookings, churn, renewal rates, CAC, LTV, unit economics, and cohort performance., • Translate complex financial data into clear, actionable insights and recommendations that inform business strategy and operational decisions., • Identify trends, risks, and opportunities in the business and proactively surface them to leadership with supporting analysis.Strategic Partnership, • Act as a trusted business partner and financial advisor to the CFO and department leaders across Sales, Customer Success, Operations, Product, Engineering, and People., • Partner with Sales leadership on sales planning, pipeline forecasting, bookings-to-revenue modeling, and go-to-market efficiency., • Collaborate with Product, Engineering, and Operations teams to assess investment tradeoffs, prioritize initiatives, and measure ROI., • Support Board and investor reporting including preparation of materials, financial narratives, and ad hoc analyses.Systems & Process, • Build scalable FP&A processes, reporting frameworks, and documentation to support the company's growth., • Drive adoption of planning and analytics tools integrated with core systems including Sage Intacct (ERP), Microsoft Dynamics (CRM), and Power BI (reporting)., • Establish and enforce data standards, reporting cadences, and accountability mechanisms to ensure timely, accurate financial information., • Build cross-functional alignment on definitions, metrics, and reporting to ensure consistency across the organization.Desired Skills and Experience, • Bachelor's Degree Required, preferred focus in Finance, Accounting, Economics, or a related field., • 3-6 years of progressive finance experience in FP&A, with a focus on high-growth SaaS, technology, or enterprise services companies (Ideal candidate profile: 2 years as an Investment Banking Analyst followed by 2-4 years in FP&A at a software company), • Advanced proficiency in Excel with strong financial modeling, forecasting, budgeting, and variance analysis skills., • Experience with ERP systems (Sage Intacct preferred; NetSuite, QuickBooks, or similar also valued), CRM platforms (Microsoft Dynamics preferred; Salesforce or HubSpot also valued), and BI/reporting tools (Power BI preferred; Tableau, Looker, or similar also valued)., • Deep understanding of SaaS business models and metrics including revenue recognition (ASC 606), ARR/bookings/billings dynamics, unit economics, LTV, CAC, cohort analysis, and subscription metrics., • Proven ability to interpret complex data, identify trends and drivers, and translate analysis into actionable insights and strategic recommendations., • Excellent written and verbal communication skills with the ability to present financial concepts clearly to both finance and non-finance audiences., • Strong relationship-building skills with the ability to serve as a trusted advisor to cross-functional leaders and influence decision-making., • Comfortable operating in ambiguity, taking initiative, and building scalable processes and frameworks from scratch., • High degree of ownership, attention to detail, and commitment to accuracy and quality of deliverables.TicketManager Highlights, • Location: New York, NY, • Compensation: $125,000-$150,000 base salary with bonus eligibility., • Reports to: Chief Financial Officer (CFO), • Work Expectations: Role is In-Office, Monday-Friday, • Retirement: 401(k) & Company Match, • Health Benefits: Medical, Dental, Vision & Chiropractic, • Time Off: Unlimited PTO, • Interview Process: Multistage interview process with senior leaders across TicketManager to ensure strong alignment on role scope and expectations., • Events: Quarterly live event credits (we practice what we preach!), monthly happy hours, and volunteering, • Perks: Fun, collaborative, in-office culture at our HQ with catered lunches and big company perks with the autonomy of a high-growth startup., • Recognition: Inc. 5000 fastest-growing private company by Inc. Magazine six years in a row. Recognized as one of the Best Places to Work by Inc. Magazine, The LA Business Journal, and Sports Business Journal, • 4.5 out of 5 Glassdoor rating C8TFTfaokW

SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. Sales Executive Hedge funds and Private Markets. B2B financial services sales; (preferably asset management, hedge fund or capital markets).

Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. As a Pre-Sales Co

SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. B2B financial services sales; (preferably asset management, hedge fund or capital markets). Sales Executive Hedge Funds and Private Markets.

Ability to clearly articulate and defend investment views, both verbally and in writing, and synthesize complex research into clear insights for both investment professionals and clients. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and age

Sitting within Global Capital Markets, the team focuses on privately placed equity and equity-linked capital raises, including growth capital, structured equity transactions, and PIPE financings, working closely with industry bankers, equity sales & trading, private wealth management, and other prod

This role is a fit for someone 16 years out of investment banking, consulting, or private equity who wants to apply that skillset inside a fast-moving sales orgwith a clear path into Chief of Staff, GTM strategy, or RevOps leadership as Basis scales.

SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. Sales Executive Hedge Funds And Private Markets. B2B financial services sales; (preferably asset management, hedge fund or capital markets).

Lead deal execution, and function as the key point of contact for the group, communicating with deal team members and clients, including industry groups, syndicate/sales professionals, corporate executives, private equity clients and bank/bond investors. Employees are eligible for an annual discreti

Job Description Job Title: Account Executive – Sales Location: New York City Metropolitan Area Job Type: Full-Time About Us: SmartRoom is redefining how businesses securely share and manage critical information. Our Virtual Data Room (VDR) platform empowers dealmakers, legal teams, and financial professionals to collaborate with confidence. Whether it's mergers & acquisitions, fundraising, audits, or compliance, our secure and intuitive platform helps teams move faster with less risk. We’re growing fast and looking for a driven, results-oriented Account Executive to join our New York City Sales team and help accelerate our next stage of growth. The Role: As an Account Executive, you will be responsible for generating and closing new business with middle-market investment banks, private equity firms, and enterprise corporate clients. Initially, your primary accounts will be investment banks. You’ll act as a trusted advisor, helping prospects understand how our VDR solutions can solve their most critical information-sharing challenges. This role is ideal for a motivated, self-starting sales professional with experience in SaaS and a passion for consultative selling. Key Responsibilities: • Own and manage the full sales cycle from prospecting to close, • Identify client needs and pain points through consultative discovery, • Conduct product demos and presentations tailored to prospect goals, • Develop and execute strategies to drive revenue growth, • Build and maintain strong relationships with decision-makers, • Bachelor's degree, • 3+ years of B2B SaaS sales experience (VDR, Fintech, or CRM is a plus), • Proven track record of meeting or exceeding quota, • Strong communication, negotiation, and presentation skills, • Comfortable managing complex sales cycles and multiple stakeholders, • Self-motivated, coachable, independent and highly organized, • Competitive base salary + uncapped commission, • Flexible work environment, • Generous PTO and paid holidays, • Health, dental, and vision insurance

Job DescriptionAbout Dealpath Dealpath is the world's leading real estate investment management platform, powering more than $10 trillion in transactions for hundreds of top firms—from Blackstone, Brookfield, Starwood, Nuveen, CBRE IM, and LaSalle to the next generation of investment managers. Our mission is simple yet transformative: to empower real estate investment and capital markets with data and collaboration through purpose-built software in the age of AI. Backed by top-tier venture and strategic investors including Morgan Stanley Expansion Capital, Blackstone, Nasdaq Ventures, JLL, and 8VC, Dealpath is building an industry-defining company focused on high-impact, sustainable, and compounding value for our customers, stakeholders, and team members. The Opportunity As Vice President of Marketing, you'll own the narrative, strategy, and execution that accelerates Dealpath's next phase of growth. Reporting directly to the CEO and partnering closely with our leadership team, you'll define how the market experiences Dealpath—expanding our category leadership, scaling demand generation, and positioning us as the trusted data and workflow platform for institutional real estate investing. This is a hands-on executive leadership role with high visibility across the organization and direct engagement with the C-suites of the world's largest investment management firms—including Blackstone, Brookfield, Nuveen, JLL, and CBRE. What You'll Do • Own and execute Dealpath's marketing strategy to drive measurable growth in pipeline, revenue, and brand equity., • Build, lead, and inspire a high-performing marketing team grounded in creativity, accountability, and collaboration., • Lead integrated marketing across demand generation, product marketing, field and customer marketing, brand, content, PR, and communications., • Advance Dealpath's category leadership through thought leadership, customer storytelling, and data-driven industry insights., • Partner cross-functionally with Sales, Product, Customer Success, and Finance to ensure alignment between marketing strategy and company OKRs., • Elevate Dealpath's brand and voice through compelling storytelling, market presence, and executive-level positioning with top investment firms., • Establish a data-driven performance culture with clear metrics, forecasting, and attribution tied to revenue outcomes., • Serve as a visible industry leader through speaking engagements, thought leadership, and media appearances.Who You Are, • 15+ years of progressive marketing experience, including leadership in B2B Enterprise SaaS or fintech environments., • Bachelor's degree in Marketing, Business, Communications, or a related field; MBA or other advanced degree required., • Proven track record of scaling demand generation and brand growth in high-growth organizations., • Experienced marketing to enterprise clients in complex, relationship-driven industries such as real estate investment, financial services, or private equity., • A strategic storyteller who can translate sophisticated technology and data capabilities into clear, compelling value propositions for C-level audiences., • Master of execution—able to translate vision into measurable outcomes, build process discipline, and deliver consistently., • Deep experience in account-based marketing (ABM) and vertical SaaS go-to-market strategies., • Data-driven mindset with strong command of SaaS metrics, forecasting, and marketing analytics., • Team builder and culture carrier who attracts and develops high-performing talent and inspires cross-functional collaboration., • Experience marketing to or within real estate investment, private equity, or alternative asset management sectors., • Established professional network within institutional real estate or capital markets.Why Dealpath, • Be part of a category-defining company transforming how institutional investors operate., • Work alongside a world-class leadership team and visionary clients shaping the future of global real estate investment., • Medical, dental, & vision insurance coverage, • Hybrid 3 days in office policy, • Flexible Spending Account, • Paid Parental Leave, • 401(k), • Company sponsored commuter benefits, • Flexible time off policy, • Catered lunches and snacks, • Monthly wellness reimbursement, • Base salary range is $240,000 - $270,000. (Plus variable compensation and equity participation)., • Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process., • Dealpath's compensation ranges are determined by current market data, and compensation data posted on our job posts may change as new market data becomes available., • Your actual compensation will be confirmed in writing at the time of offer.

Job DescriptionWe are seeking a Sales Enablement team member based in the New York Metropolitan area. In this entry-level role, you will support Sales Leadership’s strategic and tactical initiatives to help meet and exceed established sales goals for our exchange-traded funds (ETFs). We’re looking for candidates with a positive, winning attitude and a strong desire to pursue a long-term career in sales. After 12-months of successful service, you will be eligible to sit for the FINRA Series 7 and 63 licensing exams. This role is open to candidates located in the greater New York metropolitan area or within a commutable distance.Success in this role would be achieved by: • Interpreting requests from the Sales team to determine scope and the most effective path to achieve objectives., • Improving processes, building efficiencies, and developing new capabilities for the sales organization., • Working closely with the sales team to maintain and update accurate sales records across all channels., • Researching, enriching, and appending information to leads to create actionable sales opportunities., • Supporting sales initiatives and ad-hoc projects as needs evolve., • Building a strong understanding of our products, services, competitive landscape, and consultative sales approach.Experience and required skill set:, • BS/BA degree with a strong academic record., • Interest in launching a career in sales., • Ability to thrive in a fast-paced and dynamic environment., • Excellent verbal, written, and presentation skills., • Professional maturity and a strong work ethic., • Proficient in Salesforce and Excel.

Job Description People Placers Staffing is pleased to represent a premier legal institution in their search for a sophisticated litigator to join their elite restructuring practice. This is an unparalleled opportunity for a high-caliber attorney to engage in the most complex financial disputes currently shaping the market. § Title: Senior Litigation Associate – Insolvency & Financial Restructuring Practice Area: High-Stakes Bankruptcy Litigation / Creditor-Debtor Rights / Distressed Asset Disputes • § Location:, • New York, NY, • § Salary:, • $235,000 to $425,000 Base Salary (total comp $275k to $495k), • § Schedule:, • Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a global powerhouse and a perennial fixture within the AmLaw 50, consistently lauded by Chambers USA and The Legal 500 for their dominance in financial services and corporate restructuring. Holding Tier 1 rankings across multiple insolvency and litigation categories, the firm is celebrated for its role in navigating the largest and most intricate Chapter 11 filings in modern history. Founded on a legacy of intellectual rigor and aggressive advocacy, the firm has evolved into a modern titan of the New York legal landscape. They are renowned for representing an enviable roster of hedge funds, private equity sponsors, and major financial institutions. Candidates can expect a culture that demands excellence but rewards it with high-level mentorship and a platform to argue before the nation’s most influential bankruptcy benches. § Duties: The incoming Associate will serve as a primary litigator within the Business Restructuring & Reorganization group, managing adversarial proceedings and complex disputes arising from fiscal distress and corporate insolvency. This role requires a blend of traditional commercial litigation prowess and a deep understanding of the Bankruptcy Code. Core responsibilities include: ⨖ Advocating for financial institutions, including CLOs and hedge funds, in high-stakes inter-creditor disputes and collateral challenges. ⨖ Managing all phases of debtor-side litigation, including the prosecution of preference actions, fraudulent transfer claims, and contested plan confirmations. ⨖ Providing strategic counsel on liability management exercises and the litigation risks inherent in out-of-court restructuring transactions. ⨖ Overseeing comprehensive discovery processes, drafting dispositive motions, and spearheading trial preparation for Section 363 asset sales and contested valuations. ⨖ Representing equity sponsors and institutional investors in distressed M&A disputes and complex claims resolution within the Chapter 11 framework. § Qualifications: ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with exemplary academic credentials. ⨖ Active Bar Membership in good standing within the State of New York. ⨖ A minimum of one (1) to five (5) years of intensive litigation experience, specifically focused on commercial disputes or insolvency matters. ⨖ Proven history of managing complex motion practice and discovery in federal or bankruptcy court settings. ⨖ Exceptional writing and analytical skills, with the ability to distill complex financial transactions into compelling legal arguments. § Skills: ⨖ Prior experience with liability management litigation or inter-creditor agreement disputes. ⨖ Familiarity with the nuances of DIP financing litigation and fraudulent conveyance defense. ⨖ Strong interpersonal skills for direct client advisory and negotiation with opposing counsel in high-pressure environments. ⨖ Demonstrated ability to manage multi-jurisdictional proceedings or appellate-level briefings. !Notice¡ * This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. The opportunity The US Sales Team is at the forefront of building client relationships and driving revenue in our newest market. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest most important financial market in the world. What you’ll work on Every day is different, but here’s an example of the kind of things you’ll work on: * Identifying new sales opportunities within new and existing client logos * Building a reliable and repeatable sales pipeline * Running successful and well-managed pilot processes * Building a clear understanding of 9fin’s value proposition and communicating this to clients via demos * Negotiating and closing new business * Clear record-keeping and forecasting on our CRM * Sharing ideas with senior management to help shape the growth team’s processes and inform best practices * Collaborating with our product team to ensure 9fin’s product is optimized for our clients About You This role will be a great fit if you have: * 2+ years of relevant Account Executive experience (Capital Markets, B2B Sales or Business Development) * A good knowledge of financial markets and a demonstrated ability to build strong relationships within 9fin’s community * A track record of achieving and exceeding targets * Ability to plan and prioritize important tasks and work with accuracy and attention to detail * Existing relationships & network within the Leveraged Finance community would be beneficial Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Finance & Insurance * Base salary: $150,000-$175,000 * Equity Options * Competitive OTE * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays (with the ability to exchange them for alternative days) * Hybrid working model * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * AI experimentation budget of $1,000 per employee to trial AI tools * Bi-annual team socials * Summer and Winter company-wide social events A note from the hiring manager "We're at a real inflection point, the US business has grown exponentially since launching in 2023, quickly becoming the most favored tool in the space. We’ve built a great culture and are looking to expand the US team in the coming months. Any individual who buys into our mission, shares our values and isn't afraid to learn quickly has a place at 9fin". — Oliver Cardozo, Head of US Sales 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job Description OPERATING ENGINEER The Shubert Organization, Inc. The Shubert Organization is America’s oldest professional theatre company and the largest theatre owner on Broadway. Since the dawn of the 20th century, Shubert has operated hundreds of theatres and produced hundreds of plays and musicals both in New York City and throughout the United States. Shubert currently owns and operates 17 Broadway theatres, six off-Broadway venues, and the Forrest Theatre in Philadelphia. Shubert delivers innovative ticketing solutions via its Telecharge, API distribution, and private-label technology, offering unparalleled distribution and marketing to the theatre industry and beyond. Its consumer-facing brands—Telecharge for retail ticket sales and Broadway Inbound, tour operators, and the travel industry—sell millions of tickets each year. JOB TITLE: Operating Engineer SCHEDULED HOURS: Full-time 40 hours per week, plus overtime when necessary. Must be able to work both day and evening shifts, including weekends and holidays, when necessary. HOURLY PAY RATE: $49.69, not including an additional 8% vacation benefit paid on weekly gross salary. The hourly pay rate is subject to increase based on current CBA negotiations. Benefits provided through I.U.O.E. Local Union No. 30. QUALIFICATIONS REQUIRED: Extensive field experience with: • Operating, troubleshooting, and repairing HVAC/R equipment, • Electrical power and control systems, • Basic plumbing repairs, • Monitoring and operating fire protection systems, • Fire alarm systems and evacuation skills, • NYC Fire Department Certificate of Qualification for Refrigerating System Operating Engineer, Q01, • EPA CFC Universal Certification (40 CFR Part 82, Subpart F), • NYC Fire Department Certificates of Fitness: A-35, P-98, S-12, S-13, S-94 (if selected, otherwise qualified candidates will be required to obtain all missing certificates), • Ability to read schematics, wiring diagrams, blueprints, • Superior communication, customer service and interpersonal skills, • Ability to take direction well and to effectively accomplish tasks based on verbal instructions, • High level of motivation and be a self-starter, • Good attendance and punctuality, • Capability to work flexible schedule as required by operational demands and ability to fill-in for co-workers as necessary (due to vacation, illness, etc.). Mandatory overtime when required by operational needs., • Ability to work effectively in a deadline oriented, high-pressure environment, and to effectively handle multiple tasks., • Valid driver’s license with a good driving record for occasional required operation of company vehicles., • If not already a member of I.U.O.E. Local Union No. 30 must apply for membership upon hire. PHYSICAL REQUIREMENTS: To walk between multiple Times Square properties daily. To travel and work indoors and outdoors in all weather. To climb ladders, stairs, and work at height daily. To lift 50 pounds safely. To drive company van. WE ARE AN EQUAL OPPORTUNITY EMPLOYER: It has been and will continue to be the policy of The Shubert Organization, its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, disability, genetic information, sex, gender, gender expression, sexual orientation, national origin, military or veteran status, or any other legally protected categories. We believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability, for both our employees and our business. We strongly encourage people of color, women, indigenous people, lesbian, gay, bisexual, transgender, queer and non-binary people, veterans, parents, people from marginalized communities, and individuals with disabilities to apply. As an Equal Opportunity Employer, we welcome everyone to our team. If you need reasonable accommodation at any point in the application or interview process, please let us know. For our full statement and goals for EQUITY AND INCLUSION at The Shubert Organization, please visit Powered by ExactHire:119841

Job Description WHO WE ARE We build software exclusively for capital markets based on an advanced AI-ready architecture. If you're a self-starter excited about redefining how software is delivered in the financial markets, you'll find a home at Genesis. We're charting a new path, delivering tailored solutions at scale on a standardized software architecture that accelerates AI integration with financial markets guardrails. Across the life cycle of software, we provide purpose-built solutions for the business, AI tools for builders and agentic-by-design framework for firms on the leading edge of real-world AI adoption. Clients value us for our deep capital markets expertise, decades of experience delivering and operating mission-critical systems, and rigorous thinking shaping the adoption of AI at development and at run time To help us achieve our vision of reinventing the way financial markets organizations build software, we are looking for people who aren’t afraid to challenge the status quo - people who are passionate about change. If you are a self-starter and innovative thinker with a client-first mindset, Genesis is for you. WHAT WE ARE LOOKING FOR We are looking for a BDR /Junior Account Executive to join our team who will be responsible for dramatically accelerating our pipeline generation engine, focused at the top of our Sales and Marketing funnel. In many cases, you’ll be shaping Clients’ first impression of Genesis after they’ve expressed interest in how we can solve their most pressing challenges. You’ll work across Marketing, Partnerships and Sales to profile and qualify new prospects; you’ll work directly with Account Executives to plan outreach and drive initial meetings & demos; you’ll work with Revenue Operations to derive insights and distil learnings to drive continuous improvement in how we go to market. Join us if you are looking to play an integral role on an Enterprise Sales team that works with some of the most innovative financial services institutions in the world. To be successful you must be a self-motivated individual with a passion for sales who possesses excellent communication skills, an ability to quickly extract information & translate it to meaningful action – detail orientation, process orientation and a wealth of natural curiosity are also a must What You'll Be Doing • Act as the central point of contact for inbound, “warm” leads to ensure strong research, profiling is complete – all in preparation for high quality, value oriented first meetings & demos, • Thoughtfully support first call preparation and craft follow-up, ongoing engagement proposals as part of hand-off to Account Executives, • With certain personas, independently conduct qualification and discovery calls to learn more about Client needs and/or opportunities, • Support value oriented, engaging outreach before and after all events (i.e., Genesis hosted events, industry events, Partner events) to identify high propensity prospects who can benefit from Genesis’ Platform, • Ensure detailed documentation of outreach and Client engagement in Salesforce to enable reporting and insights on the results for programs and events., • Organize and prepare relevant sales and marketing material as part of engaging and qualifying leads at the top of the funnel Stay up to date on market trends and industry developments, especially around the use cases Genesis seeks to address and industry competitorsThe Experience You'll Bring, • Knowledge Seeker: Excited to get on the phone with people you don’t know to gather information. Curious and determined in the pursuit of gathering the right information., • Fearless: Self-motivated, working independently to support the wider team and bring quality, qualified leads to the sales team., • Collaborative Influencer: Comfortable working in a hyper-growth stage company with evolving product and sales processes. Strong communication and interpersonal skills, capable of articulating technical concepts to non-technical individuals and collaborating effectively with internal stakeholders and external clients., • Fearless Proficiency: 3-5 Years exposure to Capital Markets with grounding in banking, asset management, wealth management, or financial markets infrastructure considered advantageous. Experience of working methodically with sales methodologies to gather data, record and report on activities and pipelines.

Job DescriptionDirect Counsel is partnering with a prestigious AmLaw 10 law firm to identify a Real Estate Finance Associate to join its New York office. This is an excellent opportunity for attorneys with strong experience in commercial real estate debt financing transactions to work on sophisticated matters involving institutional investors, lenders, and private equity sponsors. Associates in this role will work on complex real estate financing structures and transactions, gaining exposure to high-value deals across multiple asset classes. Key Responsibilities * Advise clients on commercial real estate debt financing transactions * Draft and negotiate mortgage and mezzanine financing agreements * Structure and support preferred equity investments * Assist with permanent and bridge loan originations * Work on construction loan transactions * Handle loan participations, syndications, and loan sales * Draft and negotiate co-lender and intercreditor agreements * Support matters involving loan workouts and restructurings Qualifications * 2–7 years of commercial real estate finance experience at a top-tier law firm * Experience handling mortgage and mezzanine financings * Familiarity with loan syndications, participations, and intercreditor arrangements * Experience with real estate investment and financing structures * Strong drafting, negotiation, and analytical skills * Ability to manage multiple transactions in a fast-paced environment * Outstanding academic credentials * Admission to the New York Bar required Why This Opportunity * Join a top-ranked AmLaw 10 real estate finance practice * Work on high-value and sophisticated real estate transactions * Collaborate with leading lenders, private equity sponsors, and institutional investors * Competitive compensation and comprehensive benefits * Strong opportunities for career advancement and professional development Compensation The anticipated salary range is $235,000 – $420,000, depending on experience, qualifications, and internal compensation structures. The firm also offers a robust benefits package for attorneys and employees. If you are interested in this opportunity, please apply through directcounsel.net with your resume and law transcripts.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Branch Examiner to join our Compliance team who will report to the Branch Examiner Manager. The Branch Examiner is responsible for conducting onsite branch examinations of Private Client Group branch offices throughout the U.S. The ideal candidates must be within commuting distance to any of the following branch offices: Boston, MA, Fort Lauderdale or Tampa, FL, Dallas, TX, Los Angeles or San Francisco, CA, Kansas City, MO, Chicago, IL, or New York City, NY. Responsibilities: • Execute Branch Examination Program to Private Client Group branch offices across the U.S, • Travel to branch offices to review office records, completed questionnaires, and branch operating procedures to ascertain compliance with Firm's policies and procedures, SRO Rules, and regulations, • Conduct one-on-one meetings and interviews with branch management and personnel, • Must follow a set of modules from the Branch Examination Program, • Communicate exam findings to Branch management, exam managers and compliance leadership, • Two to three years of experience in Branch Examination, Compliance or Financial Services, • Knowledge of rules and regulations of SEC, FINRA and state securities regulatory agencies, • FINRA Series 7, preferred, • Effective communication skills and attention to detail, • Ability to follow directions and procedures accurately and thoroughly, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills For job postings in the states of California and New York, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $65,000.00 - $83,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description The Role We are looking for a Business Development Associate to support origination efforts by building customer proposals, maintaining CRM discipline, managing pipeline analytics, and coordinating cross-functional proposal inputs. This is a high-impact role central to scaling a repeatable hyperscale sales engine. This role reports to our Chief Business Officer, Data Centers, and is based in our New York City office. Key responsibilities will include: • Build detailed commercial proposals for hyperscale data center customers., • Coordinate inputs from engineering, regulatory, finance, and operations., • Develop pricing models and scenario analyses., • Own CRM system accuracy and reporting., • Track deal stage progression, probability weighting, and revenue forecasting., • Generate weekly pipeline dashboards for executive leadership., • Support tariff comparisons, generation cost modelling, and sensitivity analyses., • Assist with LOIs, term sheets, and commercial summaries. The Ideal Candidate: • 2+ years in energy, infrastructure, consulting, or investment analysis., • Advanced Excel and financial modeling capability., • Experience with CRM systems (HubSpot preferred)., • Highly detail-oriented with strong writing skills., • Experience supporting large infrastructure proposals or RFP responses., • Ability to synthesize technical and commercial data into executive-ready materials.

Job Description Garner's mission is to transform the healthcare economy, delivering high-quality and affordable care for all. We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. Our approach guides employees to higher-quality, lower-cost care, creating a system that works better for everyone. Patients achieve better health outcomes, employers spend healthcare dollars more effectively, and physicians are rewarded for delivering exceptional care rather than performing more procedures. Garner is one of the fastest-growing healthcare technology companies in the country. Our products are trusted by the most sophisticated employers and providers in the industry, and we are building a team of talented, mission-driven individuals who are motivated to make a meaningful impact on healthcare at scale. About the role: We are seeking an exceptional VP Channel Partner Sales to join our Revenue team. The Vice President of Channel Partner Sales will expand our sales processes with various distribution/channel partners nationwide and contribute to the development of innovative partnerships. We currently have a rapidly expanding product that is successfully marketed through healthcare brokers to employers. Our objective is to build on this success by furthering our engagement with additional channel partners. The Vice President of Channel Partner Sales will play a pivotal role in nurturing this product's growth and replicating its success with various channel partner organizations including captives, PEOs, private equity organizations and more. In addition to fortifying relationships and refining our distribution strategy nationwide, this individual will also explore new avenues for collaboration and partnership outside the realm of health plans. We are searching for a candidate who possesses the exceptional ability to establish and cultivate high-level relationships, as this will be instrumental in our pursuit of growth and innovation. Where you will work: Garner is headquartered in NYC, but this position is available for individuals who are comfortable with remote work and occasional travel to HQ. What you will do: • Develop and oversee Garner's distribution model for non-health plan channel partners of all sizes, including ownership of the economic model and sales process, • Foster and maintain strategic relationships with innovative partners, • Drive growth and expand Garner's presence within the channel partner communities, • Collaborate with Garner's employer sales leadership to create a compelling value proposition for sophisticated channel partners, • Execute necessary actions to achieve and surpass annual membership goals, with a focus on driving growth in channel partnership aspectsWhat you will bring to the team:, • 8+ years in sales leadership role with revenue responsibilities, • Deep experience working with or for insurers offering major medical plans, • Existing relationships within the health insurance community across many different channel partners

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. We’re looking for a Sales Director who thrives in fast-moving environments, brings strong strategic and commercial instincts, and can drive revenue growth through disciplined execution. Int this role, you will own the full revenue lifecycle across new and existing clients, build a high-performance pipeline, close complex SaaS and services deals, and expand Siepe’s footprint across the buy-side credit market. You will serve as a face of the firm in the market, setting the standard for client engagement, opportunity qualification, and long-term partnership development.What You'll Be Doing • Own and drive revenue growth across Siepe’s SaaS and services platform., • Originate, qualify, and close complex multi-product opportunities., • Build and manage a high-quality pipeline aligned to Siepe’s ideal client profile., • Lead discovery, solution positioning, pricing, and contract negotiation., • Develop strategic account plans for priority targets and Tier 1 relationships., • Partner closely with Product, Implementation, and Business Heads on deal scoping., • Represent Siepe at industry conferences, panels, and client events., • Serve as a senior commercial voice in go-to-market strategy and positioning., • Establish Siepe as a trusted long-term partner to credit managers.What You’ll Bring, • Bachelor’s degree in Business, Finance, or a related field., • 7–12+ years of enterprise sales experience in SaaS, FinTech, or financial services., • Proven track record closing complex, multi-stakeholder enterprise deals., • Deep familiarity with buy-side credit, CLOs, private credit, and structured finance., • Experience selling bundled technology and services solutions., • Enterprise deal execution and revenue leadership., • Strategic account development and relationship management., • Opportunity qualification and solution selling., • Commercial negotiation and contract execution., • Market expertise in credit and investment operations., • Cross-functional collaboration and internal leadership., • CRM discipline and repeatable sales process execution., • Executive-level communication and presentation.

Job DescriptionSalary: $65k-$75k About Us American Exchange Group is an industry leader in fashion accessory products and brand management. By facilitating distribution to major retailers internationally for their globally recognized brands, custom private label brands, and exclusive licensed brandsincluding footwear, tech wearables, watches, jewelry, handbags, fashion accessories, home, and beautyAmerican Exchange Group raises the bar by disrupting the status quo with value and quality, while staying at the forefront of trends. Joining American Exchange Group means being part of a dynamic and diverse team where your contributions drive real impactand where theres always room to grow. If you're looking to be part of a company that blends heritage with hustle, were excited to meet you. Visit our website at Location:Onsite 5 days a week Talent Acquisition Coordinator / Sourcer Reports To: VP, Talent Acquisition Position Summary We are seeking a Talent Acquisition Coordinator / Sourcer to support recruiting efforts for our growing fashion corporate team. This role will focus on building strong candidate pipelines and supporting the full recruitment process for corporate roles across departments such as design, merchandising, production, sales, marketing, finance, and operations. The ideal candidate has experience sourcing talent within the fashion, retail, or consumer goods industries and enjoys identifying and engaging great candidates. This role requires strong organization, attention to detail, and the ability to collaborate with hiring managers and internal teams to support an efficient hiring process and deliver an excellent candidate experience. Key Responsibilities Candidate Sourcing • Proactively source candidates through LinkedIn, job boards, referrals, and industry networks for corporate roles across the organization., • Build and maintain talent pipelines for key roles within fashion, merchandising, design, production, and business operations., • Schedule interviews and coordinate communication between candidates and hiring managers., • Maintain accurate candidate records and recruiting activity in the Applicant Tracking System (ATS)., • Serve as a key point of contact for candidates throughout the interview process., • Ensure timely communication and a professional experience for all applicants., • Assist with offer preparation, background check coordination, and onboarding logistics., • Track recruiting activity and pipeline progress to support hiring goals., • Provide administrative support to the Talent Acquisition team as needed. Experience • 13 years of experience in recruiting, talent acquisition, HR coordination, or candidate sourcing, • Experience recruiting for fashion, retail, or consumer goods companies preferred, • Strong organizational and time-management skills, • Excellent written and verbal communication, • Ability to manage multiple priorities in a fast-paced environment, • Strong attention to detail, • Experience using LinkedIn Recruiter, job boards, and sourcing tools, • Familiarity with Applicant Tracking Systems (ATS) What We Offer • Comprehensive Health & Wellness Benefits, including medical, dental, vision, and supplemental insurance, • 401(k) Retirement Savings Plan with company match, • Generous Paid Time Off (PTO) and paid holidays, • Half Day Fridays with shortened hours during both Summer and Winter seasons, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Tax-free commuter benefits, • Exclusive employee merchandise discounts Salary: The anticipated base salary is $65k - $70k annually. Actual compensation will be determined based on a variety of factors including, but not limited to, experience, skills, education, internal equity, and location. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. The compensation package is dependent on a number of factors, including, for example, experience, education, market data, and business needs.

Job Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. The opportunity The Sales Team is at the forefront of building client relationships and driving revenue through enhancing clients work flow. This role focuses on retaining clients and upselling within existing accounts. There is a high degree of collaboration between other teams to execute the sales growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top tier customer experience. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your Sales career. What you'll work on Every day is different, but here’s an example of the kind of things you’ll work on: * Managing and building strong relationships across a book of key 9fin clients * Driving account expansion across existing accounts, targeting 135% net retention * Demonstrating new features & products from the 9fin platform to clients * Attending relevant industry conferences and events * Developing pricing strategies to upsell and cross sell additional 9fin products & services * Engaging with senior decision makers and influencers at existing clients to understand future business / product opportunities * Maintaining up to date records of client interactions via our CRM About You This role will be a great fit if you: * Minimum 3 years of relevant account management experience (Capital Markets, B2B Sales or Business Development) * A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buy-side, sell-side & advisory community * A track record of managing & growing a book of enterprise clients (min $1m+ book of business) * Ability to plan and prioritize important tasks and work with accuracy and attention to detail * Effective written and verbal communication skills conveying messages accurately and concisely * Team player, but also able to work effectively alone (help is always at hand if you need though!) * Existing relationships / network within the Leveraged Finance community would be beneficial Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Competitive Salary: $130,000+ * Bonus opportunities + commission * Equity * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company social events A note from the hiring manager "We're at a real inflection point, the US business has grown exponentially since launching in early 2023, quickly becoming the most favored tool in the space. We’ve built a great culture and are looking to expand the US team in the coming months. Any individual who buys into our mission, shares our values and isn't afraid to learn quickly has a place at 9fin". — Oliver Cardozo, Head of US Sales 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job Description Honest Networks is hiring for Account Executives with 1-4 years of prospecting and closing experience to disrupt the internet market by expanding our network to new multifamily real estate developers, owners and property managers. Account Executives will secure Agreements to install our internet service to new buildings. Responsibilities The candidate will be responsible for developing and executing outbound marketing campaigns to new development and existing apartment complexes. The AE will seek to grow our network to new apartment buildings and expand internet affordability and choice for residential tenants. Honest will provide AEs with access to real estate databases, the #1-rated internet provider in the Tri-state area and mid-Atlantic markets, marketing collateral and ongoing training to succeed in this role! This is an enterprise sales role, primarily interacting with building owners, property managers and condo officers. Candidates with a successful history executing in an early-stage startup, real estate and/or cable/internet background will be preferred but not required. About Honest Networks Honest Networks believes high-quality and affordable internet service is a great enabler for our communities, providing the fundamental infrastructure to learn, create and enjoy. We are a fast-growing internet provider headquartered in downtown Manhattan. We are focused on providing the gigabit internet service at affordable, transparent prices, with exceptional customer service. We are venture and private-equity backed and are profitable. We seek employees with high integrity, a strong work ethic and a passion for learning. If working in a fast-paced, results-oriented and mission-driven environment excites you, we encourage you to apply and join our team. Learn more at . Requirements 1+ years in an early-stage enterprise sales role with history of successful performance Location: New York, New Jersey, Connecticut or Pennsylvania preferred History of out-performance / excellence in a prior position, preferably quantifiable Qualities we are looking for: • Likable, • Detail-oriented and good at following up with prospects, • Very ambitious, • Success in an early-stage enterprise sales role, • Maturity, • Interest in real estate networking and/or disrupting the internet market Benefits • $90k initial salary + uncapped commission --> Target OTE $150k+, • Equity upside, • 2 weeks paid-time off (PTO) plus paid sick leave (PSL), • Medical and dental coverage benefits, • 401k through Guideline, with matching, • Metro card reimbursement

Job Description WisdomTree is seeking a Head of Financial and Business Intelligence to join our Technology and Data organization, reporting to the Chief Information Officer. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm. This role will serve as the firm’s central intelligence function, transforming data into actionable insight that informs strategic decision-making across sales, product development, client engagement, and financial management. The ideal candidate will combine deep asset management and distribution fluency with strong commercial judgment, executive presence, and a hands-on operating style, and will be equally comfortable setting the agenda, challenging assumptions, building the analysis, and delivering the narrative to senior leadership. Responsibilities • Set the vision and lead the Financial and Business Intelligence function, establishing the operating model, priorities, standards, and talent strategy for a firmwide capability that serves as WisdomTree’s central source of business and financial insight., • Own the firm’s management information and executive insight agenda, ensuring that reporting, dashboards, and performance reviews are accurate, timely, decision-oriented, and broadly adopted across the organization., • Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including accountability for data quality, metric definitions, controls, governance, and the integrity of underlying ETL and reporting processes., • Generate proactive business intelligence and strategic insight by identifying trends, anomalies, risks, and growth opportunities, and translating data into clear recommendations that improve commercial, product, and financial decision-making., • Lead forecasting, scenario analysis, and performance diagnostics to support resource allocation, business planning, client and channel strategy, and senior management decision-making., • Partner with senior leaders across Sales, Marketing, Research, Finance, and Technology/Data to align KPIs, evaluate business performance, and embed a consistent, enterprise-wide view of results and opportunities., • Build and manage a distributed team model, with analytics partners aligned to major business areas while maintaining centralized standards, shared tooling, common definitions, and consistent governance across the function., • Advance the use of AI and automation across the intelligence lifecycle, applying modern tools and agentic workflows to improve analytical speed, insight generation, forecasting quality, reporting efficiency, and self-service decision support.Required Qualifications/Skills & Experience, • Bachelor’s degree in Finance, Economics, Business, Data Analytics, Computer Science, Statistics, or a related field., • 15+ years of experience in business intelligence, strategic analytics, financial planning, commercial or revenue intelligence, or related roles, including meaningful leadership experience in asset management or closely related financial services., • Strong knowledge of asset management distribution, sales and marketing processes, executive reporting, KPI design, forecasting, trend analysis, and data governance, with the ability to connect data to commercial outcomes and business actions., • Demonstrated experience building trusted reporting environments, improving data quality, and establishing scalable management information practices that are broadly adopted by business stakeholders., • Proficient in Salesforce or comparable CRM platforms, Power BI or similar BI tools, SQL, Excel, and modern data and AI tooling; comfortable working across reporting layers, data models, ETL workflows, and automation-enabled analytics environments., • Experience leading high-performing teams in a distributed or federated operating model, with the ability to balance enterprise standards with strong business partnership., • Excellent leadership, executive communication, analytical, storytelling, and cross-functional influencing skills, with a demonstrated ability to operate strategically while remaining hands-on in analysis and presentation development.Preferred/Nice to Have, • Direct experience working in, or closely supporting, asset management sales, marketing, distribution, product, or client strategy teams., • Experience designing executive dashboards and management reporting used by senior leadership to monitor business performance, commercial trends, and strategic priorities., • Experience developing sales pipeline, net flow, or related forecasting models, ideally in an asset management, wealth, or financial services environment., • Familiarity with product adoption analytics, advisor segmentation, and client intelligence frameworks used to assess commercial effectiveness, identify growth opportunities, and support targeted business actions., • Experience building AI-enabled analytics workflows or agents using platforms such as Databricks AI Agents, Microsoft AI Foundry, Salesforce Agentforce, or similar enterprise AI frameworks., • Advanced degree and/or certifications in Salesforce, Microsoft Power BI, CFA, CAIA, or related analytics disciplines.Compensation for this role:, • Base salary range of $250-300K.**

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job Description SVP, Director of Product and Enterprise Sales Level/Function: Senior Group Manager / Enterprise Sales About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the SVP, Director of Product and Enterprise Sales: We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This leadership role will play a critical part in BetaNXT’s strategy and business growth going forward. Responsibilities of the SVP, Director of Product and Enterprise Sales: • Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector, • Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission, • Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients, • Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries, • Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects, • Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities, • Prepare and deliver compelling sales presentations and proposals to prospective clients, • Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives, • Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management, • Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed, • Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive, • Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales, • Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus, • 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred, • Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success, • In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services, • Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key, • Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities, • Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making, • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives. #LI-Remote

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Family Offices and Accounting Firms LOCATION: New York City Metro SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Family Office segment in the New York City Metro Area. In addition to Family Office activities, you will be tasked with opening up, developing, and selling into the Accounting Industry vertical. The AE will work with the Senior Director of Sales to validate Canoe’s hypothesis that Accounting Firms, like other financial institutions, leverage technology to improve back office operations. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and accounting segment. What You’ll Do: * Identify and target potential family office clients and accounting firms * Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities * Conduct thorough research to understand the needs, pain points, and priorities of prospective clients * Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions * Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process * Negotiate contract terms and pricing agreements to drive successful deal closures * Provide accurate sales forecasts and reports to the sales management team * Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: * 5+ year track record of success in fintech sales and business development * Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends * Strong understanding of General Ledger applications (QuickBooks, Sage, etc.), integrated platforms (Archway, Eton, Asset Vantage, etc.) portfolio management systems (Addepar, Black Diamond, Advent APX, etc.) * Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences * Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers * Strong negotiation and closing skills, with a focus on driving revenue growth * Self-motivated, proactive, and results-oriented mindset * Ability to work effectively in a fast-paced, dynamic startup environment * Proficiency in CRM software and other sales productivity tools * MBA highly preferred What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Care Strategy Director, Provider Growth, will be responsible for partnering with our VP of Provider Growth to grow our clinical capacity efficiently while maintaining high quality standards. In this role, you will be responsible for strategic planning (quarterly OKRs), running the operating cadence (weekly business reviews), capacity planning & utilization management (TAs, Onboarding, Licensing) and special projects (new processes, process optimizations, etc.). This will require someone that is analytical, a structured problem solver, can work cross-functionally, is an excellent verbal and written communicator, has a strong bias to action, and is willing to get their hands dirty. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Planning & operating cadence - set quarterly/semi-annual priorities and OKRs; build dashboards to track all key metrics; run weekly business review, • Capacity planning & utilization management -, • Hiring: define variable headcount hiring targets for all teams supporting their pods (provide as input to recruiting), • Adjustments: when plans change, define tactics to help us get better in balance and optimally use the existing capacity, • Performance management - build out all reporting and processes to enable Ops Lead to run monthly performance management process, • 7-12 years of work experience, ideally:, • 3-4 years in management consulting, investment banking or private equity with multiple promotions, • 3-4 years working in Strategy & Operations, Business Operations or General Manager roles at high growth start-ups (plus if it is health tech or marketplace business), • 2+ years of direct management experience, • Experience in strategic planning processes (OKRs) and running weekly/monthly business reviews, • Experience running highly cross-functional projects (operations, sales or recruiting, technology), • Highly proficient in Excel/GSheets, SQL and data visualization tools (e.g., Tableau, Looker, etc.) The total target base compensation for this role will be between $151,000 to $215,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $182,000 and $258,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description About The Role We’re seeking an experienced, analytical and energetic leader who has a track record of building high performing, customer obsessed and data driven teams. In this role you will own strategy development and execution of operations to drive and enable growth of client's rapidly scaling marketplace. You will interface with stakeholders across departments, improve complex processes and solve for the highest leverage initiatives to streamline client's operations. This professional should strategically approach identifying client's growth bottlenecks and has the mandate to implement impactful solutions. Will report to the CEO Yassine Will manage the Strategy and Ops team (2-3 employees) and the CX team (5 employees) What You Will DoOwn the end-to-end operations of client's marketplace including operations, support and transformational initiatives with suppliers: Manage, hire and train a best-in-class team that is customer and data obsessed Develop high standards for execution by evolving and owning KPIs Lead strategic cross functional initiatives that drive high leverage business KPIs Plan and implement the operational processes that will enable client's next leg of growth Develop strategic cross-functional initiatives with Product, go-to-market and sales that align client's organization to create a cohesive experience for our doctorsMust-Haves * Currently at a marketplace or vertical SaaS startup/tech company (see target companies below) Previously worked at a high caliber consulting, private equity, or investment banking firm (see target companies below) 7-20 years of work experience Has directly managed a team A proven, strategic operator who has experience in a high growth environment (marketplace or vertical software preferred) A strategy mindset and an analytical problem solver who is willing to dig in to find the best solutions (former top tier consulting, i-banking or PE professionals do well in this role) Excellent people manager with a team first approach; has led a rapidly growing team Ability to balance many initiatives with differing requirements and expectations Has a bias for action and is comfortable in a fast-paced, work environment Energized by maximizing impact and working with a diverse group of sharp, motivated teammates to solve the unique challenges of tomorrow