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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities * Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. * Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. * Conduct asset allocation, portfolio reviews, and performance evaluations. * Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. * Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. * Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications * 5+ years of experience in wealth management, private banking, or RIA environments. * Proven track record managing $20M+ in client assets. * Expertise in financial planning, portfolio construction, and client communication. * Strong interpersonal and relationship-building skills with a client-first mindset. * Knowledge of financial planning software, CRM systems, and investment platforms. * CFP, CFA, CPA, or MBA preferred. Why Join * Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. * Work remotely with a global team transforming wealth management through AI and analytics. * Partner with innovative professionals across finance, data, and technology. * Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. * Build enduring client relationships with a focus on holistic, long-term financial success.

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the New York City/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the NY/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR EEOKckjbYy

Job DescriptionDirector, Sell-Side Location: New York City In-office: 3-4 days per week Travel: Quarterly city visits to spend time with teammates and key customers Reports to: Head of Go-To-Market About Axial Axial is the trusted online M&A platform connecting buyers and sellers of $5M-$100M American privately held companies. Trusted by over 4,500 professional acquirers and 3,000 M&A advisors, we have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which private companies achieve successful exits. Axial is a founder-led, profitable company based in New York City with a hybrid office culture. We've been profitable since 2020 and are the category leader in our market. We are long-term oriented, values-driven, and focused on building a lasting company committed to member trust, operational excellence, and profitable long-term growth. In 2024, over 10,000 private companies pursued an exit via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and over $1B in annual transaction volume (Closed Transactions). Role Overview: Director, Sell-Side Axial is hiring a Director to lead the company's sell-side go-to-market organization, the largest and most senior team of individual producers within our GTM function. This role is critical to driving Axial's revenue and platform utilization by instilling a culture of consistency, accountability, and top performance across the team. Reporting to the Head of GTM, you will manage a group of account executives / account managers who support Axial's investment banking, M&A advisory, and business broker segments. Your mandate is to ensure the team executes with daily excellence: holding reps accountable to activity and outcomes, coaching individuals to hit and exceed their number, and leading by example through team selling and direct customer engagement. You will be the operational leader of the sell-side business line, focused on execution, coaching, pipeline management, and driving adoption of Axial's deal marketing and business development solutions. You will own and be compensated on the KPIs that define Axial's growth on the sell-side - revenue, deals brought to market, and executed LOIs - making this role central to our long-term market leadership. Team Structure: This role manages a high-impact team of in-office and remote individual contributors: five AE/AMs focused on our investment bank and M&A advisor relationships, and two AE/AMs focused on our business broker relationships. The team is actively growing to support the increased number of our sell-side members. This is a hands-on, high-leverage leadership position for someone aligned with Axial's long-term mission and values. • Reports to: Head of GTM, • Initial direct reports:, • 2 Senior Managers, Business Development, • 3 Managers, Business Development, • 2 Associates, Business Development Key Responsibilities: • Drive consistent double-digit annual growth in deal flow and executed LOIs through strategic account development, • Actively manage, develop, and coach a high performance and quota driven team of AE/AMs serving a diverse set of customer profiles, • Drive growth in the sell-side's usage of the Axial platform, measured in both breadth and depth, by methodically creating & developing the structured, proactive sales and account management approach carried out by the sell-side team, • Actively participate in team-selling motions by directly interacting with our top sell-side relationships, • Build partnerships with new potential avenues of deal flow for Axial, including wealth managers, law firms, and CPA firms, • Help shape long-term sell-side GTM strategy and competitive positioning, • Foster innovation in deal marketing approaches that differentiate Axial from competitors, • Be a consistent and thoughtful leadership voice delivering member feedback and product improvement opportunities internally and collaborating effectively with the organization's leaders to help drive the company's product and member experience strategies and priorities Ideal Candidate Profile • 8+ years of professional experience in individual quota-carrying and/or management roles in B2B sales / account management, • 3+ years of proven experience managing go-to-market teams (with at least 5+ direct reports) and developing world class talent in a growth-stage tech company, • Strong familiarity and experience with investment banking or private equity ICPs, • Exceptional communication skills: clear, concise, and effective in both written and verbal forms, • Proven ability to scale high-performing revenue teams in fast-paced environments, • Strong coaching instincts and openness to giving/receiving feedback, • Ability to influence product and strategy through market insights, • Cultural champion: committed to excellence, candor, curiosity, and continuous improvement, • Excellent strategic thinking, highly organized, and detail-oriented Working at Axial: We are a small, tight-knit, and mission-aligned team (currently 45+ employees with an average tenure of 3.5+ years). You'll have the opportunity to have a direct impact on the growth of the company as a leader managing one of Axial's core go-to-market teams. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano). At Axial you will also enjoy: • Working with a great team of smart, motivated people, • Robust medical, dental and vision insurance, paid for by Axial at nearly 100%, • 401k program, • Flexible vacation policy, • Paid Parental Leave Policy, • Monthly Health & Wellness stipend, • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well, • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results, • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust, • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • CFP A REAL PLUS, • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting., • Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team., • This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products)., • This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment., • What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

Job Description ABOUT PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

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 Senior Account Operations Associate to support the success of Arch’s Single Family Office clients — a high-touch vertical serving family offices and ultra–high-net-worth individuals. As part of Arch’s growing Account Operations function, you’ll be responsible for ensuring that these clients experience a seamless and proactive relationship beyond onboarding. You’ll partner closely with Account Management leadership to prioritize key client initiatives, identify areas of opportunity, and coordinate operational efforts that improve data quality, reporting accuracy, and client engagement. This role is ideal for someone who enjoys structured problem-solving, thrives on cross-functional collaboration, and takes pride in getting the details right while building scalable processes that elevate client satisfaction. What You’ll Do * Lead Account Operations efforts within the Single Family Office vertical — partnering with Account Management to align priorities, track client health, and execute key operational programs. * Partner directly with Account Management leadership to strengthen client engagement, enhance account visibility, and drive impactful servicing strategies. * Conduct detailed reviews of account health and data, ensuring reporting accuracy and consistency across systems. * Manage ongoing operational excellence for high-priority accounts, maintaining best-in-class data integrity and delivery standards. * Develop and enhance client engagement frameworks — designing dashboards, checks, and metrics that surface insights and support data-driven decisions. * Serve as the operational bridge between the Single Family Office vertical and broader Account Operations teams, supporting rollout and adoption of new tools, standards, and workflows. * Support client-specific reporting and data customization, bridging technical data requirements with client-facing objectives. * Contribute to the buildout of Arch’s fastest-scaling function, helping design the playbooks, metrics, and systems that will define Account Ops at scale. What We’re Looking For * 2+ years of professional or internship experience in finance, wealth management, project management, consulting * Self-starter with exceptional attention to detail and ability to work independently in a fast-paced environment * Have project management skills and the ability to balance multiple responsibilities effectively. * Analytical mindset with the curiosity and rigor to investigate unexpected issues, ask the right questions, and validate findings across multiple systems * Familiarity with core financial reporting concepts — or the interest and ability to quickly learn how investment managers structure and share fund data Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn 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: $80K - $95K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Events Marketing Manager LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $110,000 - $130,000 annually + bonus (based on NYC, will be adjusted for geo) The Role: The Events Marketing Manager will be the central operational engine for Canoe’s events calendar, responsible for the planning, execution, and detailed post-event analysis and follow-on engagement of all sponsored, hosted, and virtual events. This role ensures that every event, from major industry conferences to Canoe-hosted roadshows, runs seamlessly and maximizes our return on investment. You will manage complex logistics, vendor relationships, and cross-functional coordination (with Sales, Relationship Management, Business Development, Product, Product Marketing, and Executive Leadership) to ensure event activities translate directly into quality leads, pipeline generation and acceleration, and client retention. This position requires meticulous attention to detail, strong project management skills, and a data-driven approach to event evaluation. What You’ll Do: • Own Client Conference & Roadshows: Lead significant internal events like the Summer Social and the first-ever Client Conferences in the US and supporting EMEA events, including booking space, managing invitations, securing catering, coordinating keynotes and content tracks, and handling on-site logistics., • Manage Event Logistics & Coordination: Take ownership of the full events lifecycle, including maintaining the internal event calendar, triaging new sponsorship opportunities, and managing all internal and external coordination for 50+ in-person and virtual events annually., • Lead Event Conception & Planning: Develop and implement end-to-end event strategy, including planning and logistics for events of all tiers, creating internal logistics pages and Slack channels, hosting prep calls, developing event-by-event themes and action plans, and designing creative activations., • Oversee Vendor and Swag Management: Manage all vendor relationships (e.g., shipping, on-site contractors, swag providers), handle the ordering, fulfillment, and tracking of all event materials, and manage inventory through the ElitExpo platform., • Run Virtual Event Production: Set up and manage virtual event spaces, customize branding, oversee the registration process, ensure data is captured correctly in Salesforce/Hubspot, train presenters on platform usage, and moderate/produce the live event., • Manage Event Promotion: Coordinate with the Growth and Corporate teams on supporting ad and email campaigns, own organic promotion across channels (LinkedIn, website), and manage all invitation and post-event follow-up email processes., • Drive Post-Event Evaluation: Create and host internal debriefs to capture learnings and feedback, and lead the annual calendar discussion with data-driven recommendations to continuously improve strategy and maximize ROI., • Ensure Data Attribution: Partner closely with Growth Marketing and RevOps to create pre-event campaigns, ensure accurate lead capture during the event (via lead scanners), and oversee the post-event upload of lead data into Hubspot/Salesforce, ensuring proper campaign association and accurate opportunity attribution. What We’re Looking For: • Travel: Flexibility to travel for on-site management of key events, roadshows, and conferences as needed (15% travel expected)., • Experience: Proven experience (likely 4-5 years) in a field marketing or events specialist role, managing complex B2B event logistics (both in-person and virtual/webinar formats) and budgetary negotiations., • Project Management Expertise: Exceptional organizational and project management skills with meticulous attention to detail and the ability to manage multiple complex projects simultaneously., • Technical Proficiency: Direct experience setting up and managing registration systems for virtual events and a strong working knowledge of CRM/Marketing Automation platforms (e.g., Salesforce and Hubspot) for lead management and campaign tracking., • Data-Driven Focus: A strong understanding of event metrics, lead attribution, and the ability to run post-event reports, define success touchpoints, and bring rigor to ROI evaluation., • Vendor Management: Demonstrated experience managing vendor relationships, handling inventory, and overseeing the ordering and fulfillment process for event materials and swag., • Communication & Collaboration: Excellent written and verbal communication skills, with proven ability to collaborate effectively with cross-functional stakeholders, including Sales, Business Development, Growth Marketing, and Product Marketing. 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: Sr. Relationship Manager LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $125,000 - $155,000 base salary + bonus (based on NYC, will be adjusted for geo) The Role: As a Sr. Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world’s leading allocators of alternative investments and play an active role in designing the team and company’s scale strategy. What You’ll Do: • Build and maintain strong, long-lasting client relationships within our Enterprise Clients (Asset Servicers, Asset Managers, Asset Owners, et al)., • Collaborate with cross-functional teams including Product, Implementation, Support, Sales, and Leadership to drive retention and revenue growth., • Lead the adoption of best practices for client retention, including business reports., • Proven experience owning a book of business where you were responsible for driving adoption, retention, growth, value realization, expansion, upselling, etc., • Demonstrated ability to communicate, present, and influence key stakeholders., • Experience providing ROI presentations or business reviews to senior stakeholders., • Excellent listening, negotiation, and presentation skills., • Previous B2B SaaS experience is highly preferred., • Previous experience in financial services, FinTech, or alternative investments highly preferred. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend + wifi reimbursement, • Employee Assistance Program, • Gym reimbursement, • Education assistance, • Parental Leave, • Commuter benefits Our Values: • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others 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’re hiring a Business Development Representative to join our growing sales team. In this role, you’ll be responsible for generating new business opportunities, engaging prospective clients, and helping drive the top of the sales funnel. You’ll collaborate closely with Sales Directors, Marketing, and Operations to identify, qualify, and develop high-quality leads across our target markets - from family offices and wealth managers to large financial institutions. This is an ideal role for someone who is curious, driven, and eager to build a career in sales at a fast-growing fintech company. What You’ll Do * Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients * Qualify inbound and outbound leads, identifying key decision-makers and assessing fit * Schedule and coordinate introductory meetings between prospects and Sales Directors * Research target accounts and tailor outreach with relevant insights and value propositions * Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date * Partner with Marketing to execute and follow up on campaigns and events * Support the development of prospecting materials and messaging to refine outreach effectiveness * Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve * Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal * Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations * Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team * Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively What We’re Looking For * Bachelor’s degree or equivalent experience * Excellent organizational skills and attention to detail * Strong written and verbal communication skills * Proficiency with Google Suite (Slides, Sheets, Docs); * Experience with Salesforce * Eagerness to learn, contribute, and thrive in a fast-paced environment * A proactive, “roll-up-your-sleeves” attitude - you enjoy taking initiative and wearing 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: $100K - $110K

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. Account Manager We are looking for an Account Manager to nurture and expand our client relationships. As an Account Manager at Arch, 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 Account Management 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. * 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 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 single family office (SFO) and high-net-worth individual (HNWI) segment—a critical, high-touch client group. In this role, you’ll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they’re set up 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 white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, 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 tailored onboarding plans with clear milestones and timelines * Guide single family offices and HNWIs through account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Monitor client data for quality and consistency, proactively resolving discrepancies * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and fund sources Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context What We’re Looking For * 2+ years of experience in project management, implementation, client services, or finance * A self-starter with exceptional communication and interpersonal skills * Strong relationship management instincts, especially with high-value or high-touch clients * Attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for delivering excellent client experiences Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn * Have taken finance or accounting coursework 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 Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Relationship Manager LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $115,000 - $140,000 base salary + bonus (based on NYC, will be adjusted for geo) The Role: As a Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our clients. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world’s leading allocators of alternative investments and play an active role in designing the team and company’s scale strategy. What You’ll Do: • Build and maintain strong, long-lasting client relationships within our Institutional and Wealth Management segments, • Collaborate with cross-functional teams including Client Success, Implementation, Support, Sales, and Leadership to drive retention and revenue growth, • Lead the adoption of best practices for client retention, including business reports, • Previous experience owning a book of business where you were responsible for. driving adoption, retention, growth, value realization, expansion, upselling, etc., • Demonstrated ability to communicate, present, and influence key stakeholders., • Experience providing ROI presentations or business reviews to senior stakeholders., • Excellent listening, negotiation, and presentation skills., • Previous B2B SaaS experience is highly preferred., • Previous experience in financial services, FinTech, or alternative investments highly preferred. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend + wifi reimbursement, • Employee Assistance Program, • Gym reimbursement, • Education assistance, • Parental Leave, • Commuter benefits Our Values: • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others 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’re hiring a Chief of Staff to the CEO to take on the work - big and small - that drives Arch forward. You’ll act as an extension of the CEO, picking up strategic projects, producing insights from data, unblocking operational bottlenecks, and ensuring the company moves faster and with more focus. No two days will look the same. You’ll combine strategic thinking with tactical execution, moving from building a model or board deck to coordinating an investor intro or running down a legal item. If you’re low-ego, detail-obsessed, and excited by intense, hands-on work at a high-growth company, this is the role. This is likely a 2 year role – after this role, we’ll look to deploy you functionally into the business (i.e. find a function or larger project to run) At Arch you will: * Work closely with the CEO and leadership to execute on the the biggest (and smallest) priorities at Arch * Help the CEO and Arch do more – your role is to pick up ideas and turn them into initiatives, run projects, propose solutions, and generally think 2 steps ahead * Grow the Arch business – helping Arch reach, build relationships with, and close key stakeholders. * Identify and reduce efficiency blindspots and operational bottlenecks. Spearhead improvements that ultimately help Arch scale faster. * Support the CEO in formulating and implementing strategies to meet revenue goals and drive business growth. * Overseeing strategic business initiatives, from development through successful execution, under the guidance of senior leadership and department heads. * Execute on hundreds of other priorities and tasks, we haven’t yet defined. * Serve as a force multiplier for the CEO: triage inbound requests, decide what to take on, and ensure top priorities move forward. * Turn ambiguous asks into clear, repeatable processes: document workflows, operationalize insights, and reduce blind spots. * Execute small but critical tasks with accuracy—nothing is beneath you, and the bar for quality is high. Reach out to us if you: * Want a fast-paced, hands-on learning experience to deepen your expertise in wealth and asset management. * Have 4-6 years of experience working for a top investment bank, consulting firm, or private equity firm. * Startup / portfolio company operating experience a nice-to-have * Can context switch quickly, between cranking out an excel model / building a deck, to meeting with a high profile client or partner * Are a low ego, highly intelligent, quick learner eager to roll up your sleeves and tackle any tasks - this is not an admin assistant role, but no task is too small. * Our CEO manages his own calendar, loads the dishwasher, and cold outbounds to clients, and so will you! * Can juggle and prioritize dozens of things at a time. We have a lot going on here, and you will be integral in executing on some of the biggest (and smallest) priorities of the firm. * Thrive in ambiguity, adapt quickly to new opportunities, and take initiative to get things done. * Have exceptional communication, organizational, and problem solving skills with a proactive problem-solving attitude. * Know that a high growth company, often means solving problems at 10pm, and that excites you * Have financial fluency - can read a balance sheet, interpret financials, and build lightweight models * Thrive in an environment where priorities shift quickly and nights/weekends are sometimes part of the work 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: $132K - $178K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Data Analyst, Private Markets LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $100,000 - $125,000 (based on NYC, will be adjusted for geo) The Role: The Senior Data Analyst, Private Markets will execute detailed financial statement analyses, perform document markup for extraction, and actively participate in human-in-the-loop feedback processes. Canoe is setting the standard for advanced data extraction and AI in private markets. Working daily alongside product, engineering, and AI teams, you’ll ensure our proprietary extraction models learn accurately from your experience in private markets and your data domain expertise. What You’ll Do: • Detailed Financial Statement Analysis & Document Markup, • Analyze, interpret, and precisely markup complex private markets documents for data extraction., • Set the standard of excellence in financial statement analysis and detailed data capture requirement generation, • Human-in-the-Loop AI Model Training & Feedback, • Provide direct input into advanced AI model training efforts by identifying extraction errors, edge cases, and patterns., • Work closely with engineers to enhance accuracy, provide timely feedback, and refine extraction models iteratively., • Cross-Team Operational Collaboration, • Collaborate actively with product managers, engineers, and other data operations analysts to streamline processes., • Clearly document issues, edge cases, and resolutions for continuous learning and operational improvement., • Quality Assurance & Validation, • Regularly execute rigorous quality assurance tests to maintain data integrity and accuracy., • Report and escalate anomalies or persistent issues for strategic resolution., • Define Success for Advanced Data Analytics in Private Markets, • High accuracy rates and consistent adherence to markup and extraction standards., • Measurable improvements in AI model performance as a direct result of your operational input., • Effective collaboration with product and engineering, contributing significantly to continuous model development and learning, • Elevation of the private markets data knowledge and discussion across the team What We’re Looking For: • 4–7 years experience in private markets financial analysis, fund operations, or fund administration roles., • Proven experience marking up financial documents (e.g. capital calls, distributions, audited financial statements)., • Prior experience or clear aptitude for working with engineering, AI teams, or automation-driven processes., • Exceptional attention to detail and adherence to data accuracy standards. 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 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. About the Role As Senior Director of Crypto Compliance, you will serve as the architect of our compliance vision—embedding trust at the core of everything we build. You’ll lead the intersection of crypto innovation and regulatory clarity, ensuring our firm not only meets today’s standards, but helps define tomorrow’s while ensuring adherence to U.S. securities laws (SEC, FINRA, NFA, CFTC) and applicable crypto-specific guidelines. You will help navigate evolving regulatory landscapes related to digital assets while establishing a robust compliance culture across the organization. This role is critical in maintaining the firm’s state registrations, preventing regulatory risk, and safeguarding client trust. Requirements Key Responsibilities • Regulatory Oversight & Licensing, • Maintain the firm’s compliance with SEC, FINRA, NFA, and CFTC rules applicable to registered broker-dealers and crypto firms., • Monitor and interpret regulatory changes related to crypto assets, tokens, stablecoins, and blockchain technologies., • Ensure ongoing compliance with NYDFS regulatory requirements applicable to Limited Purpose Trust Companies, including capital requirements, audit readiness, asset safeguarding, and regulatory reporting., • Compliance Program Management, • Own the strategic design and ongoing evolution of the firm’s supervisory and governance frameworks, ensuring they scale with emerging products (including staking and stablecoin offerings), market expansion, and regulatory complexity., • Serve as the firm’s regulatory ambassador—anticipating examination priorities, maintaining audit readiness, and fostering trusted relationships with federal and state regulators., • Coordinate and manage responses to regulatory inquiries, audits, or examinations., • Crypto-Specific Governance, • Evaluate the classification of digital assets, including staking products and stablecoins, under securities law., • Implement AML/KYC policies aligned with crypto trading, staking, and custody risks., • Oversee the implementation of real-time transaction monitoring tools (e.g., NTS, Chainalysis, NotaBene)., • Establish incident response protocols for hacks, theft, or protocol exploits., • Training & Risk Mitigation, • Set strategic training vision and oversee the design and delivery of enterprise-wide compliance programs, tailored to emerging crypto risks such as staking and stablecoin-related activities., • Oversee enterprise-level risk investigations, integrating findings into broader operational and strategic risk controls., • Cross-Functional Collaboration, • Act as a strategic partner to product, engineering, and executive leadership—enabling innovative crypto offerings while maintaining regulatory integrity., • Collaborate with engineering and security teams to review wallet architecture, data retention policies, and private key management frameworks., • Act as the primary point of contact for regulators, auditors, and compliance vendors., • Work closely with business teams to provide proactive, business-friendly compliance guidance in support of growth initiatives. Qualifications • 7+ years of compliance experience in a registered broker-dealer environment; experience with crypto/digital assets, staking products, and stablecoins strongly preferred., • Deep knowledge of securities laws (’33 Act, ’34 Act), FINRA Rulebook, AML regulations (BSA/Patriot Act), and all applicable crypto regulations., • Familiarity with digital asset custodians, crypto trading platforms, blockchain analytics tools, DeFi ecosystems, and staking models., • Proven track record of managing complex regulatory engagements, including examinations, enforcement negotiations, and proactive disclosure strategies., • Demonstrated ability to learn quickly, adapt to emerging business needs, and provide proactive, business-friendly compliance solutions., • Strong project management, analytical, and communication skills. Preferred Attributes • Knowledge of CEXs, custody service providers, staking businesses, and stablecoin frameworks., • Prior experience with Reg ATS, Reg D token offerings, as well as with international crypto compliance frameworks, including MiCA, VASP registrations (EU, UK), and APAC regulatory coordination., • Deep expertise in New York State crypto regulatory regimes, including BitLicense and Limited Purpose Trust Company frameworks. 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 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.

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. StepStone Group: StepStone Group is a publicly-listed global private markets investment firm focused on providing customized investment solutions, advisory and data services to its clients. StepStone Real Estate ("SRE") is the real estate arm of StepStone and as of June 30, 2025, has $189 billion in total capital responsibility. Clients include financial institutions, public and private pensions, sovereign wealth funds, endowments and foundations, and high net worth investors. Position Overview: We are seeking an Analyst / Associate to join SRE's Business Development team. The individual will be responsible for supporting the firm's real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients. Essential Job Functions: • Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires etc., • Prepare responses to requests for information and proposals, track record analyses, third-party databases, competitor benchmarking and investor requests, • Coordinate logistics and materials for investor meetings and roadshows, • Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics, • Work on ad hoc projects for new business development initiatives as required Qualifications: • Bachelor's degree required, • 2-5 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks), • Proficiency across the Microsoft Office suite including Excel, PowerPoint and Word, • Experience with Salesforce, Intralinks and AI tools desirable Required Knowledge, Skills, and Abilities: • Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders, • Self-starter with the ability to set priorities, manage deadlines, and work well under pressure, • Ability to work effectively both independently and within a team-oriented environment, • Strong attention to detail and problem-solving skills Salary: $100,000 - $130,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

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 Location: 42 W 39th Street, 10th Floor, New York, NY 10018 Job Type: Full Time, Onsite Monday - Friday (8:30AM-5:15PM) Job Description: Bradford Construction is seeking a detail-oriented and motivated junior to mid-level Assistant Accountant to join our Finance team and assist with project accounting. This role is ideal for a candidate with a strong foundation in accounting and some experience and in the Architecture, Engineering, and Construction (AEC) industry. The Assistant Accountant will support financial operations by assisting with project tracking, invoicing, and cost reporting while ensuring compliance with company policies and industry standards. Roles & Responsibilities: • Process Accounts Payable, including operational expenses and sub-consultant invoices., • Maintain and track invoices across multiple projects; develop and update a master Excel sheet for all contractor invoices., • Review invoices for accuracy and request revisions as necessary., • Manage Accounts Receivable, including maintenance of Work in Progress (WIP)., • Review and update project budgets, providing timely budget updates to Project Managers., • At least two (2) years of full-time experience in an Accounting or Finance function., • A minimum of one (1) year of experience in accounting in the Architecture, Engineering, and Construction (AEC) industry., • Proficiency with Microsoft Office suite, especially Excel., • Experience using accounting software and ability to learn new systems.

Job Description$ 88,000 to $ 100,000 per annum The GSM Solutions at Home of The New Jewish Home is seeking a full time Account Executive to join our team. This position will sit in Waters Place, Bronx NY. This role involves a combination of remote work, field work, and on site office time as needed at Waters Place, Bronx NY. The Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management, Home Health Aide Services, and our Certified Home Health Agency. This individual will also be responsible for creating strategic partnerships among current and new referral sources, both with targeted external referral sources and within The New Jewish Home system. Reporting Responsibilities: This position will report directly to the Assistant Vice President of Home Care Programs with a dotted line to the Senior Vice President of Business Development General Duties and Responsibilities: · Drive admissions to the enhanced Solutions at Home (Private Pay) service line for The New Jewish Home, to include clients interested in private pay geriatric care management services, home health aide, and CHHA services. · Collaborate with the Assistant Vice President of Home Care Services to develop and implement growth strategies that enhance the Solutions at Home program. · Build The New Jewish Home brand awareness to increase portfolio and market presence through alignment with major referral networks and upstream health providers. · Responsible for developing and maintaining relationships and driving private pay admissions with external referral sources such as health systems, physician organizations and ACOs, post-acute care networks, concierge and high volume physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/wealth advisors. · Drive partnership and acquisition efforts, increasing patient admissions, profitability and new opportunities for Solutions at Home (Private Pay Services) business expansion. · Serve as a liaison for operational and quality issues · Assist in maintaining up-to-date information on overall market trends and competitors including pricing, census, product information, and current market strategies as it relates to products/services under consideration. · Promote The New Jewish Home in both an intra-organizational level as well as with external organizations via committee work, networking and liaison activities, to build all Solutions at Home services. · Maintain professional competency through participation in independent intra- or external agency learning experiences. Attend and participate in community based meetings and conferences appropriate to the needs and development of Solutions at Home services. · Partner with the Senior Vice President of Business Development to drive strategic growth improvements to the program and across the organization. · Demonstrates a high degree of commitment to customer service and quality clinical practice Qualifications: · Three to five years of business development experience, or marketing/sales required. Healthcare sales and marketing experience is a must. · Proven record of new account development, with a preferred history of success in the development of private pay generating accounts. · A willingness to work within a team environment. · Demonstrates a passion for serving the elderly and meeting the health and wellness needs of this population · Possesses an entrepreneurial orientation and a desire to build a growth business for a new venture within a larger organization · Possesses persuasive communication skills, impeccable customer service skills, and flexibility to adapt to different business environments. · Prior home health sales and knowledge of New York Metropolitan area required. · Knowledge of specialty aging care services for the elderly such as Alzheimer’s/Dementia and Palliative within the home health care arena a plus. Age Related Skills and Competencies: · Able to satisfactorily deal with the adult and elderly population. Physical Demands: · Ability to walk in order to visit with clients, as needed Additional Requirements: · Must have reliable transportation and be willing to travel to Manhattan, Brooklyn, Bronx; Queens; Westchester & Nassau Counties · Willing to represent the New Jewish Home at networking and sales functions outside of normal working hours, as needed

Job DescriptionWorld Insurance Associates Since its founding in 2011, and accelerated by Charlesbank’s original investment in 2020, World Insurance Associates has driven industry-leading growth through a combination of acquisitions and organic initiatives enabled by the company’s fully integrated, data-enabled operating platform. World has become a diversified, national brokerage platform of scale with more than $800 million in revenue across three leading and complementary business lines of retail insurance, wholesale insurance, and retirement/wealth advisory. The company has more than 2,500 employees in 300 offices across the United States, serving more than 300,000 clients under the value proposition to provide clients with large-scale resources along with personalized service. Charlesbank Partners and Goldman Sachs Charlesbank has been invested in World Insurance Associates since 2020. Founded in 1998, they are an experienced private equity investment firm with a disciplined investment strategy, tenured team and long-standing commitment to the middle market. Goldman joined Charlesbank as co-lead equity investors for World’s next chapter of growth in 2023. The firm has more than 38 years of experience investing in private equity. POSITION FUNCTION: Manager of Corporate Development (Due Diligence) will serve as a pivotal contributor within World’s corporate development team, overseeing the comprehensive execution and management of all due diligence activities related to mergers and acquisitions. Operating within a dynamic, fast-paced environment characterized by a high volume of transactions, this leader will play a central role in evaluating strategic opportunities, identifying risks, and ensuring thorough analysis to support informed decision-making at the highest levels of the organization. Primary Roles and Responsibilities Include: • Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, including independent, regional, and specialty firms, ensuring alignment with the company’s growth strategy and underwriting philosophy., • Coordinate and manage cross-functional internal stakeholders (e.g., Finance, Legal, Compliance, Integration, Technology) and external advisors (e.g., accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines., • Review and synthesize target company financial statements, insurance-specific operational KPIs (e.g., premium retention, carrier mix, loss ratios., • Conduct and oversee quality of earnings (QoE) assessments, including adjustments for non-recurring items, revenue recognition, and producer compensation structures, to ensure accurate valuation and sustainable cash flow metrics., • Identify and assess transaction risks, including revenue concentration, client churn, regulatory infractions, contingent liabilities, E&O exposures, and workforce or cultural issues, while developing and presenting mitigation strategies to key stakeholders., • Support valuation modeling and financial structuring, including working capital normalization, earn-out scenario planning, and alignment of deal terms with financial diligence findings; collaborate with legal counsel on purchase agreement language., • Partner closely with integration leaders to ensure that critical diligence insights—such as contractual obligations, system gaps, and personnel issues—are embedded into post-close integration plans and risk management protocols., • Maintain, and continuously enhance a standardized due diligence playbook and toolkit tailored for insurance brokerage acquisitions, promoting consistency, efficiency, and knowledge sharing across the corporate development function. CORE COMPETENCIES: • M&A Experience: The ideal candidate will have at least 3-5 years of M&A experience, with a proven track record leading financial due diligence., • Industry Experience: The ideal candidate has spent the bulk of their transaction services or deal advisory career working with services clients and ideally has some exposure to insurance or financial services., • Financial Acumen: The ideal candidate will have deep experience leading Quality of Earnings (QoE) analyses, with a demonstrated ability to manage and execute complex financial evaluations across a range of transaction scenarios., • Strategic Guidance: Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations., • Mentorship: The ideal candidate has shown an interest and ability to manage / develop junior team members. The successful candidate will: • Be modest in nature, recognizing the accomplishments of the team before the individual., • Be highly motivated and possess vision and enthusiasm., • Be comfortable acting as an individual contributor and as a team manager (Player/Coach)., • Understand how to deliver on short time frames and be committed to meeting deadlines., • Communicate in an open and honest way that quickly builds trust and respect., • Possess an entrepreneurial spirit., • Be comfortable on his/her feet making presentations. Compensation This is a New York based position with a competitive benefits package. The base salary ranges from $100,000 to $140,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1 Powered by JazzHR Dnc7gydLnT

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, Day Shift Bradford Construction currently has an opportunity for an experienced Scheduler with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Develop and maintain logical project sequencing, construction phasing, and realistic contract durations to support efficient project execution., • Demonstrate proficiency in utilizing scheduling software such as Primavera and Expedition to create, track, and manage project schedules., • Review and analyze schedule-related claims, assess requests for time extensions, and evaluate potential impacts on project costs and timelines.

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description As a Clinical Liaison, your primary responsibility is to generate referrals and increase visibility of Unicity’s services by building trusted relationships with healthcare providers and professional advisors. You will actively engage with physicians, senior living communities, hospitals, and high-value professionals such as elder law attorneys, wealth managers, and concierge physicians to promote and market our comprehensive care management services. A strong local professional network is required. Key Responsibilities: • Cultivate and maintain strong referral partnerships with a wide range of professionals including:, • Physicians, discharge planners, case managers, and social workers, • Senior living and home health providers, • Elder law attorneys and estate planning professionals, • Wealth managers, trust officers, and financial advisors, • Concierge physicians and private practice medical providers, • Conduct regular in-person visits, follow-ups, and presentations to maintain strong engagement with referral sources., • Identify high-value targets and develop customized outreach plans to secure referrals from untapped or underutilized sectors., • Attend industry events, networking groups, and professional associations to enhance visibility and referral generation., • Partner with internal care teams to ensure seamless onboarding and communication with referral partners., • Maintain accurate CRM documentation of referral activity, relationship progression, and client pipeline., • RN or LSW license required, • Comfortable with public speaking required, • Proven track record of success in sales, business development, or community outreach — preferably in healthcare, senior services, or financial/legal sectors., • Demonstrates ability to hit performance goals, manage a territory, and grow a referral network., • Excellent communication, relationship-building, and presentation skills across multiple professional disciplines., • Strong time management and organizational skills; ability to work independently in a field-based environment., • Deep understanding of the NJ healthcare, legal, and financial ecosystems., • Company sponsored Health Insurance (Medical/Dental/Vision), • Voluntary life insurance, Short/ Long Term Disability, AD&D insurance, • 401K with company match, • 20+ PTO days a year/ paid company holidays, • Commission incentives, • Monthly Car allowance, • Company cell phone & Microsoft Surface, • Hybrid position with flexible schedule

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm that has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 88 employees. The firm manages over $8.25 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Intern to support our financial planning functions of our wealth management team in our New York, NY office. This internship offers a meaningful introduction to financial planning within a high-performing wealth management team. As a Financial Planning Intern, you will work closely with Private Wealth Advisors and Planners to support the creation, analysis, and presentation of financial plans. You will gain hands-on experience with industry tools, participate in real planning workflows, and develop foundational skills for a future career in wealth management. RESPONSIBILITIES • Assist with data gathering, data input, and preparation of financial plans, • Support use of eMoney, including organizing client information and generating planning reports, • Help prepare meeting materials, summaries, and planning deliverables, • Participate in ad hoc planning projects, modeling, and case preparation as needed, • Contribute to client service and in-office hospitality to ensure an excellent client experience QUALIFICATIONS • Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics, • Self-starter with initiative to seek out opportunities in a fast-paced environment, • Detail-oriented, possess excellent time management and prioritization skills, • Proficiency in MS Office applications (Word, Excel, and PowerPoint)

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 are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform. This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional, you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes. You'll also play a key role in product feedback loops and process innovation—balancing independent execution with cross-functional leadership and team development. What You'll Do: Account Onboarding * Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live * Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations * Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals * Lead onboarding calls, data discovery sessions, and technical setup discussions with clients * Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way * Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information * Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility Data Collection and Quality * Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems * Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations Education and Relationship Management * Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation * Support ongoing adoption through strategic communication, guidance, and executive-level check-ins * Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices Communication and Relationship Building * Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels * Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience * Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures What We're Looking For * 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients * Proven track record managing large, complex client implementations with multiple stakeholders and workstreams * Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations * Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level * Detail-oriented with a bias toward action and a client-first mindset * Leadership qualities and ability to mentor junior team members Bonus Points If You: * Have experience in wealth management, RIA operations, alternative investments, or fund administration * Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting * Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.) * Have experience with capital calls, IRRs, recallable distributions, and K-1s * Have experience working with CRM systems, project management tools, and/or SQL * Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats * Have experience with enterprise software implementations or large-scale system integrations. 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: $115K - $130K

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 Senior Sales Director to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior 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 6+ years of experience in Enterprise 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: $200K - $350K

Job DescriptionTitle: Ops Professional (for Billing Function) Location: New York, NY (4 Days Onsite) 6-12Months& 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. * Maintain and update client-specific billing instructions, fee schedules, side letters, and negotiated terms. Data Management Reconciliation * 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 * Identify and resolve discrepancies proactively to ensure accurate billing outputs. Billing System Operations * 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. * Partner with technology teams to drive automation and reduce manual touchpoints. Invoice Reporting * 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. * Contribute to continuous improvement initiatives, including workflow redesign and automation using tools like Power BI, Alteryx, Tableau, or Python-based scripts. Qualifications SkillsMandatory 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. * Knowledge of billing-related controls, audit trails, and compliance requirements. Soft Skills * 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. * Ownership mindset with ability to thrive in fast-paced, deadline-driven environments. Preferred Experience (Nice to Have) * 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.

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, Second Shift (3:00pm - 11:00pm) Bradford Construction currently has an opportunity for an experienced Superintendent to support multiple projects with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Coordinate, schedule, and manage all subcontractors and vendors., • Expedite subcontractors and vendors on a daily and weekly basis., • Identify and resolve construction-related issues as they develop., • Supervise self-perform work and develop specialized construction methods to improve job efficiency., • Oversee material receiving, ensuring all items are inspected for quantity and quality, and receiving tickets are signed, coded, and filed properly., • Maintain accurate timekeeping and cost control records., • Support jobsite reporting requirements, including: daily reports, field purchase orders, weekly unit reports and updates to the two-week lookahead schedules, monthly updates to the overall construction schedule,, • Review shop drawings and submittals to assist project managers in maintaining compliance with the submittal schedule and contract documentation., • Attend all required jobsite meetings., • Experience with NYC public agencies is strongly preferred., • Minimum of eight (8) years of work experience as a technical specialist in the construction industry., • At least four (4) of these years must have been involved in managing all phases of construction work on multiple projects., • Experience in new and modernization type construction., • Proven experience in interpreting contract documents (specifications, drawings, shop drawings).

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Process Engineer, Data Solutions LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $150,000 - $180,000 + Bonus & Equity (based on NYC, will be adjusted for geo) The Role: We are building the intelligence platform for private markets. As the Product Manager, Data Solutions, you will serve as the "Data Product Engineer" for our internal operations. You will treat our Data Operations team as your primary customer and our internal processing platform as your product. This is not a traditional Product Management role where you simply write requirements. We need a technical builder and process engineer who can bridge the gap between the manual reality of Operations and the technical scalability of Engineering. What You’ll Do: * Kill Manual Work: Treat manual effort as a bug. Measure "Manual Touches per Document" as a core product metric and drive it down month-over-month. * Rapid Technical Execution: Serve as a the builder for the operations floor. Write scripts, configure tools, and build "low-code" automations to fix immediate problems. * Re-Engineer Broken Processes: Audit existing workflows to find "black boxes" and broken logic. Map the "As-Is" operational reality and design the "To-Be" automated future. * Tooling Ownership: Own the configuration and feature roadmap for our intake and validation tools. * Bridging Ops & Engineering: Translate the messy reality of private markets data into clean, structured technical requirements for the Engineering team. What We’re Looking For: * 4–7 years of experience in Technical Product Management, Process Engineering, or Data Engineering. * Technical Proficiency: Must be "technical enough" to build solutions (Python, SQL, Scripting) yourself. * Process Engineering Mindset: Proven ability to look at a messy, manual workflow, deconstruct it, and rebuild it for automation. * "No Ivory Towers" Attitude: Willingness to do the manual work to understand the problem. * Bias for Action: You prefer shipping an 80% automated solution today over planning a 100% perfect solution for next year. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job 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 Location: Long Island City, Queens Job Type: Full Time, Onsite Job Description: Bradford Construction, a BRAVO Group company, currently has an opportunity for an Architectural Assistant Project Manager to support one of our NYC public agency clients. This is a great opportunity for someone who has experience in a project management and operations capacity within the Architecture & Engineering industry, or for an Architectural Designer/Job Captain with exposure to project management who is looking to transition from a design-focused role. Key Responsibilities: • Supports the Studio Director with day-to-day operational oversight., • Tracks program status, consultant workloads, performance, compliance, and participation across Architecture & Engineering initiatives., • Assists with consultant task assignments, workload planning, goals, and performance evaluations., • Coordinates activities and communications across internal departments and external stakeholders., • Reviews and tracks contract modifications, supplemental agreements, and payment requests in RCMS., • Prepares meeting agendas, minutes, executive summaries, weekly reports, metrics, directives, and other leadership communications., • Provides logistical and administrative support for meetings and studio operations., • Identifies operational risks and challenges, recommending process improvements and mitigation strategies., • Assists in developing and maintaining standardized workflows, templates, documentation, and reporting systems. Minimum Requirements: • At least five (5) years within Architectural Design and/or operational support in Architecture & Engineering., • Minimum of three (3) years of relevant experience with Project Management., • Experience with consultant relations, vendor coordination, and public-sector workflows., • Strong organizational and communication skills, with the ability to manage multiple ongoing projects and collaborate with internal and external cross-functional teams., • Proficiency with MS Office and reporting tools such as Microsoft Project.

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 Job Description: Velocity Architecture & Engineering DPC, a BRAVO Group company, is seeking is seeking a Document Control Specialist to work onsite with our client in Jersey City. Roles & Responsibilities: • Manage and maintain all project-related construction documentation, ensuring accurate organization, version control, secure storage, and adherence to established protocols., • Lead document control functions; oversee intake, tracking, distribution, and review coordination across technical disciplines., • Utilize Trimble (e-Builder) to process and manage incoming design documentation, including confidential and sensitive construction drawings., • Maintain a centralized database of all document activity and prepare regular reports on submissions, review status, and outstanding actions., • Upload review comments, memoranda, and related materials into project management systems to support audit-ready documentation.Minimum Requirements, • 5-10 years of Documental Control experience within the Architecture, Engineering, and Construction industry., • Proven experience serving as a task leader for document control, including coordinating workflows, maintaining accuracy, and ensuring timely completion of activities., • Strong communication and organizational skills, with the ability to collaborate cross-functionally and efficiently schedule/track the review of construction documents., • Proficiency with Microsoft Office suite and SharePoint., • Experience with Trimble (e-Builder) is strongly preferred, experience similar information systems and willingness/ability to learn is a must.

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 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 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 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 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 Strategic Accounts segment — a critical, high-touch client group focused on forming trusted longterm partnerships with organizational decision makers at leading accounting firms, technological channel partners, and financial institutions. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a best-in-class white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding process and ensure they are set up for long-term success on the platform with an accurate and clear representation of sophisticated investment data. This role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems with very little 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 tailored onboarding plans with clear milestones and timelines * Thought partnership with clients regarding account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Process ongoing updates from clients and fund sources * Monitor client data for quality and consistency, proactively resolving discrepancies * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Implement learnings to scale client nuances Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context * Understand areas for expansion within the client or partner organizations What We’re Looking For * 2+ years of experience in project management, implementation, client services, or consulting * Self-starter with exceptional communication and interpersonal skills and a proactive mindset * Strong relationship management instincts, especially with high-value or high-touch clients * Strong attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for solving complex challenges with an eye for storytelling, while delivering a best-in-class client experience Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn 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 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 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 ** You must have the right to work in the location you apply for - no visa sponsorship can be provided. Cornspring is an innovative start-up FinTech company, with a mission to empower Family Offices and Asset Owners with real-time, AI driven data intelligence and portfolio insights. The tools we are building are solving one of the most complex and valuable challenges in Finance. Our clients operate at the highest levels of global finance, managing billions in assets. Yet, legacy systems fail them: slow, fragmented, and outdated. Cornspring is redefining Family Office services by leveraging state-of-the-art generative AI and Large Language Models to provide unparalleled insights and efficiency to Family Office investment and accounting data. Cornspring is a collaborative and high-ownership start-up environment where innovation is at the core of what we do, offering you some incredible learning opportunities. We are currently looking for a top-tier Go-to-market Strategist with deep expertise in turning data into targeted outreach. This is a pivotal role, where you can truly shape and affect how business development and our GTM strategy is delivered. If you want to be part of the early client-generation at Cornspring, please apply and I would be happy to schedule a call and discuss your background and suitability for the role. Key responsibilities: • You will be responsible to drive Cornspring’s global growth by converting our market intelligence and capabilities into structured commercial opportunities., • You will design and operationalise go-to-market strategies across all facets of engagement from Family Offices, Institutional, and Advisory ecosystems and support leadership in translating data into revenue, partnerships, and brand authority., • This role sits at the intersection of intelligence, growth design, and commercial activation, so you will be operating as both:, • Architect:, • Build and maintain the integrated GTM plan, • Define and map focus markets, client archetypes, and channel plays (direct, partnerships, strategic advisors), • Synthesize sector trends, peer positioning, and TAM/SAM analyses into quarterly GTM briefs, • Operator:, • Turn insights into targeted outreach, account plays, and enablement content, • Identify, qualify, and advance commercial opportunities across target regions, • Maintain structured engagement pipelines, • You will need a solid experience in business development: relationship management, pipeline structuring, early-stage partnership cultivation., • You will need relevant experience in using strategic insights: market mapping, segmentation, TAM/SAM sizing, commercial scenario planning., • You will need to be “data-fluent”: comfortable working with data, market datasets, and intelligence summaries., • You will need strong skills in storytelling & communication: exceptional synthesis, writing, and presentation abilities for high-level audiences., • Competitive salary and benefits., • Hybrid working: 2/3 days a week at the office., • Being part of a revolutionary movement in Family Office technology., • Working with cutting-edge AI and data technologies., • Challenging projects that make a real impact to our sector.

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 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.