Private wealth management jobs in Hoboken, New Jersey - Page 2Create job alerts

Job DescriptionQuix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally respected environment. About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a high-performing team. This position involves working closely with clients to deliver strategic tax solutions that address evolving business and compliance challenges. Key responsibilities include: • Managing and overseeing tax compliance obligations for multinational and local clients., • Advising on cross-border tax strategies and responding to regulatory inquiries., • Developing and implementing tax planning strategies that support client business objectives., • Assisting with projects such as tax reporting, corporate strategy, transfer pricing, and mergers and acquisitions. This role combines hands-on client engagement with opportunities to refine your technical and leadership skills in a supportive and collaborative setting. Key Responsibilities • Manage multiple client engagements, reporting directly to Managers and above., • Lead and train junior staff, fostering technical expertise and professional growth., • Build and sustain strong client relationships to deliver tailored solutions., • Stay informed about local and global tax issues, particularly in the asset and wealth management sector., • Actively participate in business development initiatives and internal branding activities., • A Bachelor’s degree in Accounting, Finance, or a related field (required)., • A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred)., • Relevant tax experience in U.S. partnership and/or corporate tax (required)., • Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds., • Strong analytical, problem-solving, and leadership abilities., • No Direct Taxes: Maximize financial benefits with no income tax., • Global Financial Hub: Engage with leading clients in fund and wealth management industries., • Tropical Paradise: Enjoy pristine beaches, a vibrant multicultural community, and year-round warm weather., • Competitive salary and a full benefits package, including medical insurance for you and your dependents., • Relocation support covering flights, accommodation, and transportation for you and your family., • Pension contributions and a generous vacation allowance, including holiday closures. This role is ideal for tax professionals seeking to elevate their careers in a premier global setting while enjoying the exceptional lifestyle of the Cayman Islands. Confidentiality Statement Quix Recruitment is committed to maintaining the highest level of confidentiality throughout the recruitment process. Your application will remain private and will not be shared with your current employer or the hiring company without your explicit consent. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes and will not be shared with third parties without your consent.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full time Onsite, Monday - Friday (8:30AM-5:15PM) Job Title: Senior Electrical Engineer (Project Manager) Job Description: Velocity Architecture and Engineering DPC, a company of BRAVO Group, is seeking an accomplished Project Manager and Electrical Engineer to join our dynamic team. This is an exceptional opportunity for a seasoned professional with a proven track record in electrical and fire alarm system design for vertical buildings, as well as hands-on experience with MTA (Metropolitan Transportation Authority) projects and commercial developments. Roles & Responsibilities: The selected individual will be responsible for the project management of assigned transit projects, which includes: • Oversight and guidance of the design team in their day-to-day work, including providing technical guidance, team leadership, workload management, quality control, and contribution to design efforts as needed., • Client management and stakeholder coordination throughout all project phases., • Creation, tracking, and management of project deliverables and their schedules., • Coordination with internal resources and stakeholders, including Architecture and MEP teams., • Leading project and design update meetings, including delivering presentations.Minimum Requirements, • 10+ years' experience working in a consulting engineering firm for various projects. Buildings experience in NYC is required; a background in the transit and/or public sector is strongly preferred., • Demonstrated management and leadership experience within an engineering team., • Strong knowledge of the various New York City and New York state building codes., • Ability to think critically and assess each project, including staff allocation, independently with only high-level guidance from senior leadership., • Strong written and verbal communication skills., • Licensed Professional Engineer (PE) in the State of New York., • LEED accreditation is preferred., • Latest AutoCAD experience required, REVIT experience a plus.

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 120+, 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. Your responsibilities will include: * Manage the full sales cycle for qualified leads, from initial discovery call through contract negotiation and close, with a focus on individual investors and family offices * Conduct product demonstrations and consultative sales conversations that identify client pain points and position Arch as the solution * Consistently meet or exceed monthly and quarterly sales quotas for closed deals and revenue targets * Maintain accurate pipeline management and forecasting in our CRM, ensuring data integrity and timely follow-up on all opportunities * Document common objections, questions, and successful approaches to contribute to sales playbook development * Partner with Customer Success to ensure smooth handoffs and positive onboarding experiences for new clients Reach out to us if you have: * 1-3 years of inside sales experience with a proven track record of meeting or exceeding quota * Experience selling B2C or to high-net-worth individuals, family offices, or financial services clients * Demonstrated ability to close deals in a high-velocity sales environment with deal sizes in the $5,000-$25,000 range * Strong consultative selling skills with the ability to conduct discovery, build rapport, and handle objections effectively * Excellent communication skills, both written and verbal, with comfort presenting to sophisticated audiences * Proficiency with CRM systems (Salesforce, HubSpot, or similar) and sales engagement tools * Self-motivated and competitive nature with a drive to win and exceed targets Bonus Points if you have: * Knowledge of private investments, wealth management, or financial technology * Experience selling SaaS products or subscription-based services * Background in fintech, alternative investments, or working with RIAs, family offices, or investment firms 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: $120K - $140K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Institutions LOCATION: Fully Remote - West Coast US SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Institutions at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Institutional Segment. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within target institutions. What You’ll Do: • Identify and target potential West Coast based clients, • 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 or comparable industry with exposure to the pension, foundation and endowment vertical, • Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends, • 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, • College educated, Bachelor’s degree 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, • 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 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 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 120+, 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're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations 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: $85K - $110K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Marketing Director LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $160,000 - $190,000 (based on NYC, will be adjusted for geo) The Role: As the Product Marketing Director at Canoe Intelligence, you'll play a pivotal role in driving the success of our new product launches and approach to client engagement. Working closely with our product management and commercial teams, you'll lead the Product Marketing function at Canoe, managing the team and developing and executing strategic marketing initiatives that drive awareness, engagement, and adoption of our platform, products and services. With your deep understanding of alternative investors and the competitive landscape, you'll craft compelling messaging and positioning that resonates with both wealth management and institutional investor clientbase, driving demand and accelerating Canoe’s growth trajectory. What You’ll Do: • Strategic Planning: Develop and execute product marketing strategies aligned with Canoe's overall business objectives to drive awareness, adoption and retention., • Market Analysis: Conduct thorough market research and analysis to identify market trends, competitive landscape, and customer needs, providing valuable insights to inform product development and marketing strategies., • Go-to-Market Strategy: Lead the development of go-to-market plans for new product launches, including product positioning, messaging, pricing strategy, and sales enablement materials., • Cross-Functional Collaboration: Collaborate closely with product management, sales, customer success, and other internal teams to ensure alignment and execution of product marketing initiatives, identify key value propositions, and develop messaging and positioning that differentiates our products in the marketplace., • Content Development: Drive the creation of compelling marketing collateral, including presentations, whitepapers, case studies, and website content, to effectively communicate the value proposition of Canoe's products, services, and solutions., • Sales Enablement: Collaborate with Revenue and Marketing Operations to provide commercial teams with the necessary tools, and resources to effectively communicate the value proposition of Canoe's products to prospects and customers., • Market Awareness: Increase market awareness and thought leadership for Canoe's innovative solutions through participation in industry events, webinars, and other marketing channels., • Bachelor's degree in marketing, business, or a related field; MBA preferred., • 8+ years of experience in product marketing, preferably in the alternative investments, financial technology or software-as-a-service (SaaS) industry., • Proven track record of developing and executing successful product marketing strategies that drive customer acquisition, engagement, and retention., • Strong analytical skills and data-driven mindset, with the ability to leverage data and insights to inform decision-making and measure performance., • Excellent written and verbal communication skills, with the ability to articulate complex concepts in a clear, compelling manner., • Strategic thinker with a keen understanding of market dynamics, customer needs, and competitive landscape. 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, • 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 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 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 120+, 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 Sales Director to drive new customer acquisition across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside banks, institutions, investment advisors, accounting firms, and other financial 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 3-6 years of experience in Sales within a SaaS technology company, preferably in a growth stage startup. * Experience closing deals with F1000 clients and Large Enterprise orgs. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * 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: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * 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: $150K - $230K

Job Description EquityMultiple is on a mission to transform real estate investing through technology and bring transformative wealth creation to a broader demographic of investors. We're a 35-person startup headquartered in New York City making waves in the real estate crowdfunding space. The Company: EquityMultiple's mission is to guide investors toward a stronger, more diversified portfolio. Through our seamless digital platform, EquityMultiple provides accredited investors streamlined access to curated commercial real estate private equity and private credit investments, democratizing exposure to an asset class historically out of reach for most investors. Founded in 2015, EquityMultiple has completed 250 transactions totaling over $21 billion in total capitalization across 142 markets nationwide. For more information, please visit . The Role: We are seeking an experienced Controller to join our growing team. The Controller will oversee and scale our accounting, financial operations, and reporting functions for the company and its investment entities. Reporting to the CFO, this role will work closely with senior leadership on all aspects of financial management, including budgeting, treasury, compliance and strategy. Functions include managing and establishing relationships with third-party accountants/auditors, preparing corporate, investment entity-level and consolidated financial statements, implementing accounting processes and procedures, expense management, and assisting with corporate planning and annual budgeting. This position offers the chance to shape the accounting team from the ground up, with ample room for career advancement. The Responsibilities: Financial Reporting & Compliance • Lead financial reporting, accounting, budgeting, tax compliance, and cash management for the company and investment entities, • Prepare monthly, quarterly and annual financial reports in compliance with GAAP and regulatory requirements, • Supervise accounts payable, accounts receivable, payroll, expenses, and revenue recognition, • Manage reporting and audit processes for investment vehicles alongside fund administrators and external auditors, • Refine and enforce internal controls policies to ensure accuracy and regulatory compliance, • Collaborate with senior management on strategic financial planning to drive operational improvement, • Prepare and deliver financial reports for investors, including tracking capital calls, distributions, and performance metrics for real estate investment vehicles, • 5+ years of experience in accounting and financial reporting, • CPA or CMA, • 2+ years of management or supervisory experience on an accounting or finance team, • Fluency in accounting systems and systems implementation, • Exceptional financial modeling skills, • Experience with RIA or investment manager preferred, • Compensation Range: $140,000-160,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity., • Competitive benefits package that includes healthcare, 401k matching, unlimited paid time off, wellness benefits, and more. About Us EquityMultiple is a commercial real estate investment and technology firm whose mission is to build investor wealth through streamlined access to diverse real estate investment products. To date, EquityMultiple's investors have participated in over $4 billion in commercial real estate transactions through its online investing platform. The firm pairs innovative technology with real estate experience and industry-leading investor services to offer an unparalleled investing experience. For more information, please visit . EquityMultiple is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Business Development Representative LOCATION: New York City (hybrid - 3 days in office) SALARY: $100,000 - $120,000 OTE The Role: As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities. What You’ll Do: • Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets, • Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries, • Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions, • Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth, • Maintain accurate and up-to-date records of interactions and lead activities in the CRM system, • Work closely with Sales Executives to schedule meetings and appointments with qualified prospects, • Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition What We’re Looking For: • Bachelor's degree or equivalent practical experience, • Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector, • Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects, • Results-oriented mindset with a track record of meeting or exceeding targets and KPIs, • Self-motivated with excellent time management and organizational skills, • Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools, • Knowledge of alternative investments, asset servicing, or financial services is 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, • 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 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 Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Support Account Manager LOCATION: Hybrid in Jacksonville, FL or New York, NY SALARY: $85,000 - $105,000 + bonus & equity (based on NYC, will be adjusted for geo) The Role: If you love client interaction and supporting customer needs on a day to day basis, we’re looking for you. As a Support Account Manager, you’ll be working alongside the Client Support team to manage some of Canoe’s premier client inquiries, act as a point of contact, and manage client’s expectations. In this role, you’ll have the unique opportunity to act as a subject matter expert, educate premier clients on our breakthrough technology, and build Canoe’s business alongside our growing team. This role will require strong organizational, problem solving, and client management skills. This role reports into the Sr. Manager of Client Support. What You’ll Do: • Be a Canoe product expert and understand how Canoe’s proprietary machine learning technology adds value to our clients workflows, • Be first line of contact for Canoe’s premier customers, answering cases related to how-to’s, troubleshooting, and training, • Schedule and attend recurring meetings with premier clients to discuss open support cases, product releases and other client concerns, • Attend quarterly client management review meetings to discuss overall Support matters specific to the client, • Infrequent ad-hoc requests that may involve coordinating Support outside of normal business hours, • Track and manage client specific metrics, reviewing for key trends, • Manage client effectively by setting client expectations when required, • Act as an internal and client advocate for sensitive issues raised by premier clients, • Work cross-functionally with Canoe teams to solve client inquiries (i.e. the case), • Respond to client inquiries in a consistent, concise and timely manner, • Collaborate with Canoe’s Product team to relay ideas/feedback and track the resolution of reported bugs, • Coordinate with Canoe’s Data Operations Team to absorb client feedback into Canoe’s technology to positively impact future systematic collection of data, • Facilitate enhanced client experience by contributing videos and articles to Canoe’s Knowledge Base, • Conduct client trainings focused on foundational functionality and best practices What We’re Looking For: • Client-centric; a genuine interest to deliver results for customers, • Enjoys working in a collaborative environment, sharing best practices, and supporting teammates, • Ability to handle multiple client cases simultaneously, easily shifting to address critical issues, • Analytical, data-driven self-starter that is detailed-oriented and resourceful, • Problem-solver who thrives in diving into details when required, • Client management and organizational skills, • Prior experience working in a client services environment, managing premier or enterprise clients, • Experience (including internships) with Client Support tooling & reporting, such as Salesforce CRM, Helpjuice, Jira, Confluence, • Knowledge of alternative investments, • Prior experience (including internships) with management consulting, business process outsourcing, or technology related professional services, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 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 Description About Us Catalyst Labs is a leading talent agency with a specialized vertical in Applied AI, Machine Learning, and Data Science. We stand out as an agency thats deeply embedded in our clients recruitment operations. We partner directly with: AI-first startups building products powered by LLMs, generative AI, intelligent automations, Established tech companies: scaling their ML infrastructure, recommendation systems, and data platforms, and Enterprise innovation teams integrating AI into traditional domains such as finance, healthcare, and logistics. We collaborate directly with founders, CTOs, and Heads of AI in those themes who are driving the next wave of applied intelligence from model optimization to productized AI workflows. We take pride in facilitating conversations that align with your technical expertise, creative problem-solving mindset, and long-term growth trajectory in the evolving world of intelligent systems. Our Client Is a San Francisco based startup building a GenAI-native platform that automates one of the most complex, time-consuming challenges in finance and Tax and turning dense tax documents into structured, usable data in minutes. Their system processes everything from K-1s and K-3s to intricate footnotes with near-human precision, achieving over 99% accuracy on income lines and streamlining workflows across Excel and API integrations. They serve some of the most sophisticated players in private wealth, and asset management, helping them move faster and make better decisions in an industry where accuracy and speed define competitiveness. Backed by seasoned founders and AI leaders from top-tier tech companies like facebook and salesforce, this team combines product craftsmanship with cutting-edge machine learning to bring intelligence to a domain that has long resisted automation. Recently acquired by a global technology leader, the company now operates with the mindset, pace, and creative autonomy of a startup but with the stability, benefits, and resources of an established enterprise. Youll be joining a team of proven builders whove scaled products to acquisition, engineered systems that power billions of data points, and are now applying GenAI to redefine how financial data is understood, structured, and acted upon. Location: Union Square, San Francisco Work type: Full Time, 5 days a week On-Site. Compensation: above market base + bonus + equity Visa: sponsorship available for candidates with demonstrated brilliance and expertise. What we are looking for Were seeking an Applied AI / ML Engineer with 5+ years of experience building and scaling commercial machine learning systems in meaningful ownership roles, especially with document understanding and extraction. You are an exceptional builder who thrives at the intersection of real world features and AI/ML engineering, someone who not only understands how models work, but also how to use them to deliver real, measurable value to end users. This role is central as they scale their GenAI-native platform for tax document processing, combining the velocity of a startup with the backing of resources and reach of a large multi national firm. Roles & Responsibilities * Build and scale the ML and product infrastructure that powers intelligent tax document processing at production scale. * Design and optimize inference systems, dataset pipelines, and specific logic to improve accuracy, speed, and quality as we expand to millions of documents. * Collaborate closely with accountants and tax domain experts to deeply understand workflows, pain points, and quality thresholds translating insights into productized ML systems. * Integrate inference pipelines into a seamless, end-to-end experience that transforms how tax professionals process and interpret documents. * Develop expert systems that encode institutional tax knowledge into scalable, maintainable software components. * Drive experiments, measure outcomes, and iterate rapidly on core ML metrics. * Collaborate cross-functionally with product, engineering, and leadership to shape technical direction and influence product vision. Qualifications Core Experience * 4+ years of experience in machine learning / AI engineering with proven end-to-end ownership of ML-powered products. * Strong track record of building systems that create direct user value, not just research prototypes or internal tooling. * Demonstrated ability to work with large, complex datasets, optimizing for accuracy, scalability, and reliability. Strong fundamental understanding of how to build, measure, and iterate on ML systems and ML-powered enterprise or consumer products. * Comfortable with Python and popular ML libraries (e.g. pandas, scikit-learn, spaCy, pytorch, tensorflow, keras), cloud providers such as GCP/AWS, container technologies (e.g. Docker, Kubernetes), web application development including Python-based web servers (e.g. Flask, Django), and database and storage layers (e.g. Postgres, SQL, S3/GCS). * Experience deploying or integrating LLMs, LLM APIs, Agents and prompt engineering into production systems. * Strong Python proficiency and hands-on familiarity with ML infrastructure and data workflows. * Experience in document understanding, OCR, or applied NLP. * Exposure to financial or tax-related data environments. * Startup or 01 product experience. Soft Skills * Exceptional problem-solving ability, curiosity, and product intuition. * Strong communication skills with the ability to engage directly with domain experts and translate complex needs into technical solutions. * Growth trajectory demonstrated through promotions or increasing scope of responsibility. Other roles in Applied AI / ML in the US, check them out here: * Applied AI / ML engineer focusing on LLMs, and Knowledge Graphs: [

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Sia Partners is looking for bright and dynamic senior consultants who are passionate about making a real impact in the financial services industry. Whether your expertise lies in wealth and private banking, corporate banking, asset management, cash and liquidity management, or financial markets, we want to hear from you. We value strong academic backgrounds and a proven ability to deliver results through prior consulting experience. As a Management Senior Consultant, you’ll play a key role in delivering high-impact transformation projects for our clients. You will: * Engage directly with clients to understand their needs and co-design actionable solutions. * Support end-to-end project delivery, including gathering and documenting business and functional requirements. * Facilitate workshops and engage with business and technology stakeholders to understand challenges and define solutions. * Map current-state and future-state processes, identifying opportunities for improvement and innovation. * Conduct data analysis, benchmarking, intelligent data structuring, and support business case development. * Prepare clear and concise project documentation, including user stories, process flows, and requirement traceability matrices. * Manage stakeholder expectations across multiple teams and functions, building trusted client relationships. * Take on increasing levels of responsibility and evolve into team leadership roles as quickly as possible. * Build and develop a subject matter expertise in a financial services domain and represent it across APAC or with clients as a SME. * Contribute to strategic and operational transformation initiatives across financial services areas such as wealth management, corporate banking, transaction banking, treasury, risk, and compliance. * Work on proposals and support business development initiatives, including client presentations and thought leadership. * Participate in internal knowledge-building efforts through workshops, publications, and firm-wide learning events. Qualifications * A degree in Business, Finance, Economics, Accounting or a related field. * Master's is preferred, Bachelors+ is required * 2-5 years of experience in consulting, banking, or financial services. * Prior experience in Project Management in a client-facing project role * Strong understanding of one or more of the following: * Capital Markets * Wealth & Private Banking * Corporate or Transaction Banking * Cash & Liquidity Management * Treasury or Financial Markets * Asset Management * Risk, Compliance, or Regulatory Change * Payments & Fintech * Strong stakeholder management and communication skills. * Proficiency in tools such as Excel, PowerPoint, Visio, and basic data analytics tools. * Entrepreneurial mindset with a drive to grow in a fast-paced, collaborative environment. Additional Information Compensation & Benefits Competitive Compensation Annual base salary starting at $122,000 commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Office Workplace Guidelines Sia provides a flexible workplace environment tailored to meet client and business needs. To support our values, this position requires an on-site presence of 3 or more days per week. Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Director of Institutional Giving Job Description Last Updated on September 4, 2025 About NYC Kids RISE NYC Kids RISE is a nonprofit organization working with the City of New York and the NYC Department of Education to manage the Save for College Program (the Program). Through the Program, eligible students enrolled in an NYC public school (including participating charter schools), starting in kindergarten, automatically receive a free NYC Scholarship Account with an initial allocation of $100 by NYC Kids RISE on their behalf, invested in a NY 529 Direct Plan, and opportunities to receive additional rewards over time. Their families can open and connect their own college savings account on their child’s behalf, and communities can contribute to groups of these NYC Scholarship Accounts as both a targeted and universal platform for community-driven asset- building in every neighborhood. This approach draws from a variety of best practices and disciplines across the fields of asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, collective impact, and more. Read more about NYC Kids RISE and the Save for College Program and listen to stories from partners who helped build the platform during its pilot phase from 2017 to 2022. You can also view recent articles in the New York Times, Fast Company, the Wall Street Journal, and the NYCHA Journal; and read more about NYC Kids RISE theory of change in a report by the Urban Institute. After a successful pilot phase in the communities of School District 30 in Queens, NYC Kids RISE Save for College Program expanded citywide during the 2021-2022 school year. This past 2024-2025 school year, more than 280,000 students participated in the Program, across more than 1,000 elementary schools, and have an NYC Scholarship Account for their educational futures. Director of Institutional Giving Following the recent hire of its first Chief of Development, NYC Kids RISE seeks its inaugural Director of Institutional Giving to help expand the organization’s base of support by actively writing grants and pursuing private foundation and corporate funding, and managing those institutional partnerships in support of the organization’s ambitious scaling goals. This position is a key player on a small Development team and will be expected to directly write, package and submit grants and reports along with managing current and new institutional relationships. This is an extraordinary opportunity for an innovative, detail oriented and effective institutional fundraiser who is a strong grant writer/communicator and who is passionate about New York City communities, committed to measurably building the financial and social capital of all children, and looking for a legacy-building next chapter. The ideal candidate has an interest in developing a deep understanding of the Save for College Program model and theory of change, and is a dynamic storyteller who can blend anecdotes and data to write compelling grant proposals and reports. Reporting to and partnering with the Chief of Development and working in close collaboration with the NYC Kids RISE Executive Team leadership and program staff, the Director of Institutional Giving will be responsible for expanding the organization’s base of foundation and corporate donors, and the ongoing refinement and implementation of the organization’s institutional fundraising strategy. The ideal Director of Institutional Giving is not only an excellent grant and report writer, able to weave numbers/data into compelling stories about impact - they are also a relationship builder, project manager, and cross-departmental connector, with a record of prior institutional fundraising success and progressive responsibility. They excel at both the day-to-day details of grant writing as well as high level strategy, seamlessly navigating between hands-on execution and big picture thinking. The Director of Institutional Giving is a key member of the growing Development team. They are critical to the future and success of NYC Kids RISE and the Save for College Program and will be ready for their next big challenge to make a lasting impact for all New York City kids across generations throughout the five boroughs. KEY OBJECTIVES NYC Kids RISE is creating a multi-pronged fundraising strategy to secure both the sustained public funding and sustained private funding required to continue and expand the Save for College Program across the city and ultimately reach all ~900,000 NYC public school students. The development team, led by the Chief of Development, is expected to help create the strategy and raise private funds against the following anticipated objective: To succeed in both meeting the annual revenue goal and building towards every NYC public school student’s educational future, the organization’s current development priorities include: • Building Fundraising Infrastructure and Capacity:, • Establish strong institutional donor management systems and define clear roles and workflows for effective collaboration and execution on institutional partnership and grant writing efforts., • Establish systems for effective prospect research and prospect qualification, • Advance productive collaboration across internal departments, which is necessary to submit winning grant proposals and comprehensive reports., • Create strong pathways with compliance, finance, and other programmatic and administrative teams to support the smooth handling of ongoing relationships and grant management., • Cultivating institutional donors and managing partner relationships: Cultivate and maintain strong, long-term relationships with institutional donors and corporate funders, and other stakeholders while leveraging networks to expand support for the Save for College Program., • Developing new foundation partnerships and stewarding existing ones: Creatively establish new relationships with foundation program officers and board members, and maintain relationships with current funders. Institutional Fundraising Management • Working with the Chief of Development, refine and execute institutional fundraising plans targeting diverse opportunities., • Write winning grant proposals and comprehensive reports for institutions, including:, • Customize grant proposals to respond to funder RFPs, • Create templates for proposals, • Maintain approved language menu bank, including program-related pitch materials, • Maintain approved standard supplemental materials, • Submit data requests for proposals and reports, • Draft and submit reports to funders, • Follow stakeholder review processes and timelines for each proposal and report, • In collaboration with the Executive Team, follow up on connections and relationships that are relevant to advancing our institutional program., • Create and maintain a grants management calendar to ensure timely completion of grant proposals, interim reports and final reports., • Conduct prospect research to grow the portfolio and pathways to introductions., • Working across the organization as required, act as the main point person for on-time institutional grant development, writing, and reporting., • Working with the Communications team and Chief of Development, develop and refine supplemental material to best tell the story of the NYC Kids RISE Save for College Program and impact, including corporate audiences seeking high-profile philanthropic opportunities., • In partnership with the Chief of Development, execute institutional stewardship events in collaboration with other internal and third-party teams where appropriate, to engage different institutional stakeholder groups., • Refine systems for institutional donor management, tracking, and stewardship., • Build relationships with a cross-section of institutional funders/donors with a focus on repeat and ongoing commitments., • Make ongoing improvements to grant writing content, processes, and workflow., • Supervise the grant writing work of a PT Freelance Grant Writer during high volume seasons., • Develop and maintain strong working relationships with key internal and external stakeholders and partners., • Act as a thought partner to the Executive Director, Chief of Development, and other Development team members, proactively identifying institutional funding opportunities to advance the work and mission. operations and practices; proactively identify opportunities to advance the development of an anti-racist organization; share and solicit ongoing feedback and conversations to advance this work. policies; remaining vigilant on the ways in which NYC Kids RISE can continue to protect confidential information; identify vulnerabilities, and proactively problem solve to improve controls and practices. QUALIFICATIONS • At least 5 - 8 years of progressive direct institutional fundraising experience with strong track record in nonprofit, political or venture fundraising, public-private partnerships, or comparable experience, including securing major gifts., • At least 5 - 8 years of direct experience writing winning grant proposals., • Excellent written and verbal communication skills., • Deep understanding of the collective power of New York City and what is possible for its children now and for the future, and enthusiasm to use their talents to work with the NYC Kid RISE team, New York institutions, businesses, philanthropy, community and neighbors to continue to build a durable and lasting New York City organization., • Skilled in fostering trust with individuals from diverse backgrounds and cultivating an inclusive, collaborative culture., • Expertise in industry-standard research tools, databases, and best practices., • Relationships in and familiarity/credibility with New York City philanthropic networks preferred., • Entrepreneurial, resourceful, and adept at working cross-sector and in a growth context., • Adaptable, flexible, and effective problem solver in fast-paced settings., • Superb communication and relationship-building skills, including grant writing, business writing and presentation to diverse audiences., • Passion for and commitment to increasing economic opportunities and long-term financial security for low-income New York City families and neighborhoods, and combating wealth inequality and the racial wealth gap. The salary range for this position is $128,000 - $145,000. NYC Kids RISE provides a comprehensive benefits package including 30 days of paid time off (15 vacation days for new employees increasing with tenure; 5 personal days; and two weeks of office closure per year, one in early July and one at the end of December), plus sick time and holidays; medical, dental, vision, life, short- & long-term disability insurance; healthcare FSA with employer contribution; dependent care FSA; and a 401(k) with 4% employer match after one year of service. LOCATION AND WORK SCHEDULE NYC Kids RISE currently maintains a hybrid work environment where staff work both from home and in the office, as determined by the staff member's preferences as well as the needs of the organization and the specific responsibilities of individual roles and teams. The offices are in Long Island City (Queens, NY). APPLICATION INFORMATION To apply, please submit a resume and brief cover letter via NYC Kids RISE Careers page. NYC Kids Rise is an Equal Opportunity Employer. We do not discriminate in employment on the basis of gender, religion, race, creed, color, national origin, citizenship status, age, disability, marital status, caregiver status, sexual orientation, gender identity or expression, military status, unemployed status, or any other characteristic protected by law. Powered by JazzHR ps8CkPfaLl

Job DescriptionFirm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Executive Assistant will serve as a trusted partner to the CEO, providing high-level administrative and operational support. This role requires exceptional organizational skills, discretion, and the ability to anticipate needs in a dynamic, fast-paced environment. The ideal candidate will embody professionalism and uphold the firm’s values in all interactions. Key Responsibilities • Calendar & Scheduling: Manage complex calendars, coordinate internal/external meetings, and arrange travel., • Project Management: Assist with strategic initiatives, marketing efforts, and ad hoc projects as directed by the CEO., • Communication Management: Screen and prioritize calls, and correspondence; draft responses and prepare briefing materials., • Meeting & Event Coordination: Organize executive meetings, board sessions, and client events; prepare agendas, presentations, and follow-up documentation., • Confidentiality: Handle sensitive information and documents with the utmost discretion., • Operational Support: Process expense reports, invoices, and maintain accurate records; liaise with vendors and service providers as needed., • Cross-Functional Collaboration: Serve as a point of contact between the CEO and internal departments; ensure smooth communication and workflow.Candidate Description, • Bachelors Degree, • 3-5 years of corporate business experience, preferably in financial services, • Excellent oral and written communication skills, • Strong working knowledge of Microsoft Office, • Ability to work/interface with others in a cooperative manner, • Organized, with a strong attention to detail, • Flexible, independent and self-directed, • Ability to handle confidential matters fkas0hBq9E

Capital is powering the world’s alternative investment marketplace.Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Capital service

Title: Ops Professional (for Billing Function) Location: New York, NY (4 Days Onsite) Job Description: We are seeking a highly skilled and detail-oriented Senior Billing Specialist with extensive experience in the Asset Management industry. The role requires deep expertise in managing end-to-end billing cycles, including fee calculation, AUM data aggregation, reconciliation, and invoice generation across a variety of fund structures and distribution channels. The ideal candidate has hands-on experience with advanced billing tools, custodial platforms, and reporting systems, and can seamlessly translate complex fee arrangements into accurate billing outputs. This individual will play a critical role in strengthening our billing governance framework, enhancing automation, reducing revenue leakage, and ensuring timely and error-free invoicing for institutional, intermediary, and private wealth clients. End-to-End Billing Management • Lead the monthly, quarterly, and annual billing cycles across mutual funds, SMAs, hedge funds, and private equity vehicles., • Review and calculate management fees, admin fees, performance fees, breakpoints, and waterfall structures., • Aggregate AUM/holdings data from multiple custodians (LPL, Schwab, Fidelity, Pershing, etc.) and ensure consistency with internal systems., • Perform in-depth reconciliations between:, • Custodian feeds, • Internal books & records, • Pricing & NAV systems, • CRM/contract repositories, • Operate and enhance workflows in billing engines such as:, • Revport, • Eagle/Advent APX Billing, • Salesforce (contract modules), • Workday Financials or Oracle/NetSuite billing modules, • Configure rules, rate cards, fee tiers, client hierarchies, and exception logic in the billing platform., • Generate, validate, and deliver invoices for institutional clients, distributors, wealth platforms, and sub-advisory relationships., • Coordinate with finance on revenue recognition and ensure alignment with GAAP and internal controls., • Maintain dashboards and MIS covering billed revenue, accruals, write-offs, and client-level profitability., • Process Governance & Client Interaction, • Serve as the subject-matter expert for billing queries from clients, auditors, relationship managers, and compliance., • Enhance billing policies, documentation, SOPs, checklists, and control frameworks. Mandatory Experience • 8+ years in a billing or revenue operations role within an Asset Management, Wealth Management, or Fund Administration organization., • Strong understanding of fund structures, AUM feeds, custodial platforms, and fee mechanics., • Technical & Tool Proficiency, • Experience working with at least one major billing system (Revport, APX Billing, Workday, Oracle, SAP, or custodian billing engines)., • Familiarity with data extract and reconciliation tools:, • Alteryx, • Power BI / Tableau, • Excel (advanced — macros, pivoting, lookups, modeling), • Experience with document management or contract systems (e.g., Salesforce, SharePoint)., • Functional Expertise, • In-depth understanding of investment products (equity, fixed income, alternatives, SMAs, model portfolios, multi-asset funds), • Strong command of fee structures: standard management fees, tiered breakpoints, performance fees, incentive fees, hurdle rates, distribution fees, platform fees, and negotiated institutional terms., • Exceptional attention to detail and accuracy in a high-stakes financial environment., • Strong analytical and problem-solving mindset., • Ability to communicate clearly with internal teams, tech partners, auditors, and high-value clients., • Background in hedge fund or private equity fee calculations., • Exposure to custodial billing for platforms., • Experience in revenue assurance or fee leakage analysis., • Prior involvement in migration or system-implementation projects for billing engines.

We are seeking a hands-on Principal Engineer to lead the architecture and prototype development of a new Cash Management Account capability within the Wealth Management & Private Banking division. The role focuses on creating an integrated, seamless client experience between brokerage investment accounts and core banking deposit platforms. This is a greenfield initiative at prototype stage, requiring a leader who combines deep financial product knowledge with strong architectural and full-stack engineering capabilities. The selected individual will define and drive the technical approach end-to-end—from concept through early build—working closely with wealth, brokerage, architecture, and operations teams. Key Responsibilities Lead design and technical delivery of the new Cash Management Account capability—defining architecture, data flows, and integration approach end-to-end. Build an early prototype/MVP to demonstrate feasibility and influence program funding. Define and implement the integration layer between: Brokerage platforms Core banking deposit systems (FIS EBS) Wealth digital channels and assisted servicing platforms Payments / Transfer Hub domain services Design and guide development of the Sweep Engine (logic for sweeping cash between investment and deposit accounts based on client rules and preferences). Implement secure, scalable, modern service architecture aligned with enterprise standards (APIs, domain services, events, etc.). Collaborate with product, operations, wealth business stakeholders, and solution architects to align requirements and experience flow. Mentor, guide, and (optionally) coordinate a small supporting full-stack engineering team. Required Experience & Skills Domain Expertise Direct experience designing or working with brokerage cash management products, sweep programs, or integrated investment/banking experiences. Strong understanding of wealth client operations, investment accounts, positions, funding flows, and deposit account servicing. Familiarity with U.S. cash sweep structures, FDIC insurance strategies, cash allocation rules, and brokerage-bank integration models. Technical Leadership 10+ years engineering experience with 3+ in principal / lead engineer capacity. Ability to drive solution design from scratch (architecture, modeling, interfaces, data contracts). Demonstrated success building prototypes and early-stage products in large organizations. Technology Skills Strong hands-on programming in Java or Python, with experience in modern microservices architecture. Experience building API-driven and event-driven distributed systems. Understanding Angular UI integration is beneficial. Experience integrating with: Core banking systems (e.g., FIS EBS, Finastra, Temenos, Flexcube, etc.) Brokerage / wealth platforms Payment hubs, domain services, workflow engines (PEGA optional) Preferred Background Experience working in Wealth Management or Private Banking divisions Experience building cash sweep / liquidity / treasury funding features. Previous contribution to new product incubation or architecture modernization programs.

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process, • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials, • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management, • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential, • Deep experience in a quantitative discipline, • Programming skills and/or math background are required, • Intelligence, creativity, and problem-solving skills, • A self-starter, should have ability to work independently as well as thrive in a team environment

Position Overview Job Title: AFC Modelling – Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Location: New York, NY Overview Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank’s business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, • Educational resources, matching gift and volunteer programs What You’ll Do • Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice, • Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework, • Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution, • Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths, • Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models, • Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You’ll Lead • Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed., • Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties., • Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You’ll Need • Bachelor’s/Master’s degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent, • Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy), • Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies., • Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management., • Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel • Flexible and able to adapt to urgent deliverable timelines, • A positive outlook in a goal-oriented organization, • Able to demonstrate excellent analytical, judgment, and research skills, • Meticulous with a strong attention to detail and the ability to multitask, • Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank’s expectation that employees hired into this role will work in the New York City office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of per

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & fre

The Analyst role is perfect for those who want to work with global investment teams, engage in impactful projects, and contribute to sustainability & impact investment solutions. Analyst, Sustainability & Impact. As an Analyst within GSAM Private Credit, Sustainability & Impact (S&I), you will play

Collaborate with senior leaders across Wealth Management and Asset Management to deliver integrated solutions. Proven track record of leadership in investment management within a wealth management or private banking environment. Asset Management Group Chief Investment Officer.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted

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Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experienc

Business Development & Fund Formation Manager Bravo Property Trust | New York, NY | Full-Time | On-Site About Bravo Property Trust Bravo Property Trust (BPT), which has originated over $2 billion in loans, is the dedicated investment management is an affiliate of Bravo Capital, focused on institutional real estate credit strategies across multifamily bridge, construction, and HUD-aligned financing. BPT partners with leading global investors, including sovereign wealth funds, family offices, and institutional allocators, to deliver differentiated credit opportunities supported by Bravo’s vertically integrated underwriting, asset management, and servicing platform. As BPT prepares for multiple fund launches and continued institutional expansion, the firm is strengthening its leadership team to support this next phase of growth. Position Overview We are seeking a professional with 5+ years of experience to take on a senior role spanning capital raising, business development, fund formation, investor relations This individual will help establish a scalable fundraising infrastructure that combines high-touch relationship management with strong operational discipline around fund formation and investor onboarding. You will play a key role in developing new fund vehicles, broadening institutional capital channels, and driving coordinated initiatives that strengthen the overall BPT platform. The ideal candidate is extroverted, polished, entrepreneurial, and an exceptional communicator, able to navigate complex workflows and operate with a high degree of independence in a fast-paced environment. Key Responsibilities Business Development • Lead outreach and relationship building with institutional investors, family offices, RIAs, and wealth channels., • Represent BPT at conferences, investor meetings, and industry events to elevate the firm’s visibility., • Identify and advance strategic partnerships, distribution opportunities, and new product initiatives., • Collaborate with senior leadership to design and execute a comprehensive outreach strategy, including the potential use of automated workflows, sequenced campaigns, and other data-driven engagement tools., • Maintain advanced pipeline management systems to ensure accurate tracking, disciplined follow-up, and transparency across fundraising efforts., • Set clear KPIs, report progress and outcomes to senior leadership, and refine outreach strategies based on investor feedback and data insights., • Coordinate outbound campaigns, investor materials, and structured engagement pipelines. Fund Formation and Operations • Partner with legal counsel on PPMs, LPAs, subscription agreements, and investor onboarding workflows., • Support fund structuring, waterfall modeling, compliance processes, and operational setup for new vehicles., • Develop scalable internal systems, reporting frameworks, and processes that enhance fundraising and fund administration., • Manage data rooms, diligence workflows, and investor questionnaires throughout capital-raising cycles. Investor Relations • Serve as a primary point of contact for existing and prospective investors, ensuring timely communication and thoughtful relationship management., • Prepare quarterly reports, performance updates, and investor communications., • Maintain CRM accuracy, track allocations and commitments, and support segmented outreach initiatives. Qualifications • 5–7 years of experience in capital formation, investor relations, business development, real estate private markets, or asset management., • Strong financial acumen and a deep understanding of real estate credit, with experience managing or supporting investor engagement programs., • Demonstrated success raising capital from institutional investors, family offices, and high-net-worth clients through relationship-driven and structured outreach strategies., • Expertise in CRM management, investor segmentation, and workflow optimization., • Exceptional communication, presentation, and storytelling skills, with the ability to translate complex strategies into clear and compelling narratives., • Entrepreneurial mindset with strong strategic thinking, problem-solving skills, and comfort operating in a fast-paced, dynamic environment., • Ability to manage deadlines across multiple workstreams and maintain accessibility during periods of heightened activity, including occasional long hours or weekend work when required., • Collaborative team player with experience working alongside legal, accounting, and investment teams on fund formation and investor onboarding., • Bonus: Real estate experience or prior management or leadership responsibilities. What We Offer • A high-impact role with meaningful influence across capital development, fund formation, and platform strategy., • Direct exposure to senior leadership and substantial involvement in new fund launches., • An entrepreneurial environment with significant opportunities for professional growth as BPT scales., • Competitive compensation with performance-based incentives.

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 120+, 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. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. * Data Management * Process ongoing updates from clients and various institutional data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses 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: $85K - $130K

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. 3. Collaborative Marketing Support (Limited Scope) • Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building., • May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity., • Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies. Requirements What You Bring: • FINRA Series 7 & 63 licensed., • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for an engineering manager that can lead the medium to large software engineering team through SDLC process and is comfortable operating in large scale organizations with many cross-team dependencies. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job—with support from management and mentors. Responsibilities • Building cloud native services using Scala using open-source frameworks Akka, ZIO etc., • Lead the direction and development of the firm’s go-to-market strategy., • Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to develop the product category for the firm., • Work with internal technical partners to create a product offering that meets the needs of our clients., • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams platform onboarding and ongoing client development., • Maintain synchronization across various industry groups to deliver a robust platform solution that addresses key stakeholders needs., • Take ownership of projects and provide strong analytical support to teammates., • Develop presentations with significant data and analysis for internal meetings and projects., • Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Qualifications • Degree in Software Engineering, • 8+ years of cloud-based application development, • Experience in Scala, Node.js or Java a plus, • Demonstrated understanding of relational or NoSQL database concepts and modeling practices, • Passion for actively learning new technologies, • Ability to work independently or as part of a group effort, as required, • Solid problem-solving abilities, • Excellent communication skills, • Collaborative approach to software development, • Proven analytical skills, problem solving ability, and attention to detail, • Strategic mindset and ability to work independently Benefits The base salary range for this role is $170,000 to $200,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit ___ Twitter: @icapitalnetwork | LinkedIn: ___ | Awards Disclaimer: ___ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this clo

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The Analyst role is perfect for those who want to work with global investment teams, engage in impactful projects, and contribute to sustainability & impact investment solutions. Analyst, Sustainability & Impact. As an Analyst within GSAM Private Credit, Sustainability & Impact (S&I), you will play

About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of pro

Tax Accountant, Tax, Global Compliance Reporting (Financial Services Office - Wealth and Asset Management) (Manager) (Multiple Positions) (1654872).Work with a team on all facets of hedge fund, private equity fund and asset management company taxation, including fund and organizational structuring,

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up

Asset & Wealth Management (AWM). Gain insights into a variety of investment vehicles and asset classes, enhancing your ability to craft comprehensive wealth management plans. This track is designed to expose you to the skills and expertise needed to excel in the dynamic field of private banking and

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time, Primarily Day Shift Bradford Construction has multiple Construction Project Management vacancies for experienced Project Managers or Superintendents. These openings all support public agency clients/projects, and are based in field offices in New York City. Roles & Responsibilities: • Administer and coordinate design and construction activities for complex and/or high-visibility projects., • Manage project planning, problem-solving, and execution to ensure smooth project delivery., • Uphold quality, compliance, and performance standards across all consultants, vendors, and contractors., • Review design and construction documents to identify and resolve errors early in the process., • Collaborate with architects and engineers on change orders, technical issues, and document interpretations to ensure code-compliant, structurally sound, and visually cohesive facilities., • Maintain continuous communication with contractors, construction managers, school personnel, and senior project staff., • Make key decisions on project phasing and scheduling; prepare and monitor timelines to ensure adherence across all stakeholders., • Contribute to the development and enforcement of project policies in line with Authority-wide procedures., • Mentor and support junior project officers, offering guidance on project execution and problem-solving., • Resolve field issues raised by architects and construction managers, including making on-site decisions and negotiating change orders., • Review contractor claims and disputes; compile necessary documentation and advise senior management on appropriate resolutions., • At least five years of relevant experience, with significant exposure to managing all phases of construction work., • Valid New York or New Jersey State driver's license., • Construction management experience with public agencies in NYC is strongly preferred.

The Relationship Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. Relationship Management Associate (RMA). Strong time management and organizational skills.

Associates in Private Equity work on small sector-focused teams responsible for the acquisition and management of investments. We are searching for an Associate to join the Energy Transition team, whose areas of focus include clean energy solutions, equipment, service and technology providers for th

This track is designed to expose you to the skills and expertise needed to excel in the dynamic field of private banking and wealth management. Asset & Wealth Management (AWM). Gain insights into a variety of investment vehicles and asset classes, enhancing your ability to craft comprehensive wealth

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Private Client Investment Associate. As a Private Client Investment Associate in J.

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up

Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and ad