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Job Description Position: Remote Travel Advisor Location: Remote (US) Company: Evermore Travel LLC Do you have a passion for travel and enjoy helping others bring their dream vacations to life? Join Evermore Travel LLC as an Independent Travel Agent and earn income doing what you love from the comfort of your home. Job Duties Include: * Booking and managing all aspects of client travel arrangements * Recommending destinations, travel options, and exclusive deals * Maintaining strong client relationships through exceptional service * Staying informed on the latest travel trends and offers Requirements: * Must be 18+ and a U.S. resident * Excellent customer service and organizational skills * Comfortable using online platforms and booking tools * Strong work ethic and self-discipline * A background in sales or hospitality is a bonus Perks: * Work from anywhere in the U.S. * Flexible hours perfect for full-time or side income * Travel industry benefits and discounted rates Apply today to start you rewarding career in travel!

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, • Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience Compensation The posted compensation range represents the total On-Target Earnings (OTE) for this role, which includes both base salary and target incentive compensation. A candidate's final package will be determined based on their skills, experience, and market benchmarks. Your Career Path at Axial (and Beyond) Successful members of Axial's go-to-market teams have gone on to pursue a variety of professional opportunities both internally and externally. Internally, they've gone on to roles in sales leadership, customer success leadership, product management, and business operations. Outside of Axial, they have acquired companies, taken on roles in private equity and investment banking, or pursued sales and leadership opportunities at other high-growth private companies. NY Pay Range$300,000—$375,000 USD

Job DescriptionEntry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial GroupLaunch Your Career with Fortune-500-Level Support • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses., • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship., • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice., • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance., • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.What You’ll Do, • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit., • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors., • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions., • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool., • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).What You’ll Bring, • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)., • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools., • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession., • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).We Provide, • Compensation & Benefits, • W-2 with 7.5 % FICA, • 401(k) with 6 % match, • Medical, dental, vision, life & disability coverage, • National recognition programs and chairman’s trips, • Career Launch Package, • Licensing fees and study materials paid, • Structured 90-day ramp with dedicated mentor, • Marketing leads, digital tools, and administrative support Powered by JazzHR hhU79E2RyC

Job Description Marchay is a curated, membership-based travel service and community for some of the world’s most sophisticated travelers. Recognized by leading publications as a premier luxury travel service, Marchay provides a complete, high-touch solution for managing members’ high-end travel needs. A key benefit of membership is dedicated, unbiased service from a highly experienced travel team. Marchay offers unlimited, bespoke trip planning and execution, access to pre-vetted private homes and villas, and preferred partner benefits at over 1,200 luxury hotels worldwide. Role Description As a Senior Travel Advisor, you will lead a team of Travel Advisors while managing high-touch client relationships and overseeing the execution of complex luxury travel arrangements. This role requires exceptional client relations paired with meticulous execution of detailed travel planning — deep industry expertise, strategic problem-solving, and strong leadership skills — acting as a mentor, problem-solver, and trusted resource for both clients and team members. Please note that this is not an entry-level role and significant previous travel advisor experience is required. Requirements RESPONSIBILITIES: • Team Thinking: Spearhead your team’s research on destinations, activities, dining experiences, etc., • Execution & Planning: Handle execution of all trip booking details from hotels to transfers to reservations and more and build detailed and comprehensive travel itineraries, • Maintaining Relationships: Work directly with hotels, villa suppliers, DMCs and local fixers globally, • Passion for Travel: Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs, • Proactivity & Creativity: Seek out solutions off the books when needed, • Team Leadership & Mentorship: Guide and mentor Travel Advisors, ensuring excellence in execution and service, • Member Relationship Management: Maintain and deepen relationships with an exceptional group of high-end travelers as your clients, acting as their trusted travel expert, • Crisis Management & Problem Solving: Step in for high-stakes situations, handling escalations and resolving emergencies with confidence, • Strategic Oversight: Seamlessly integrate into any trip planning scenario, providing expertise across teams when needed, • Location: While this role is remote, you are based in North America and are willing to work Eastern Time Zone hours, • Education: Bachelor's degree is required, • Industry Leader: Minimum 4+ years in luxury travel planning, with experience managing clients and teams, • Highly Strategic: Capable of handling 50-60 trips at once, prioritizing efficiently while maintaining quality, • Tech Savvy: Experience with industry tools, such as Sabre GDS, Axus for itinerary-building, and Salesforce as a CRM, • Product Knowledge: You have excellent taste and deep industry knowledge. You understand the nuances (e.g., the difference between the Connaught and the Berkeley in London), • Mentor & Coach: Adept at guiding Travel Advisors, fostering their growth and independence, • Problem-Solver: Comfortable navigating complex, high-pressure scenarios and handling escalations with ease, • Competitive Compensation: Annual salary with a performance-based, discretionary bonus, • Comprehensive Benefits: Fully covered medical, dental, and vision insurance, • 401(k) Plan: Access to our retirement savings program, • Generous Time Off: Ample PTO plus company holidays to recharge and reset, • Career Growth: Opportunity to develop toward a senior finance leadership role, with increasing ownership of P&L, budgeting, and strategic decision-making over time, • Flexibility: Remote work environment with the ability to manage your schedule effectively, • Innovative Market Leader: Join a forward-thinking company with a proven track record, backed by the influence, resources, and stability to keep breaking new ground Kindly note that while we are not actively hiring, we are always accepting applications on a rolling basis. If we think you're a strong fit for our team, we will be sure to reach out!

Job Description Marchay is a curated, membership-based travel service and community for some of the world’s most sophisticated travelers. Recognized by leading publications as a premier luxury travel service, Marchay provides a complete, high-touch solution for managing members’ high-end travel needs. A key benefit of membership is dedicated, unbiased service from a highly experienced travel team. Marchay offers unlimited, bespoke trip planning and execution, access to pre-vetted private homes and villas, and preferred partner benefits at over 1,200 luxury hotels worldwide. Role Description As a Travel Advisor, you will independently manage luxury trips from start to finish, ensuring every detail is meticulously planned and executed. Working alongside another Travel Advisor and under a Senior Travel Advisor, you will collaborate on customized itineraries, bookings, and client communication while providing a world-class travel experience for Marchay’s members. The ideal candidate is someone who has good industry experience – preferably in the luxury sector – is highly organized and detail-oriented and is ready to collaborate on executing trips for members at the highest level. Please note that this is not an entry-level role and previous travel advisor experience is required. Requirements RESPONSIBILITIES: • End-to-End Trip Planning: Research, book, and execute luxury travel experiences, ensuring every trip meets the highest standards, • Client Relationship Management: Build strong relationships with an exceptional group of high-end travelers as your clients, anticipating their needs and providing seamless service, • Destination & Product Expertise: Stay informed about top-tier hotels, experiences, and travel trends to offer tailored recommendations, • Supplier & Partner Coordination: Work directly with global partners, including hotels, villa suppliers, DMCs, and local concierge services, • Team Collaboration: Collaborate with your team to research destinations, activities, dining experiences and more, customized to your members’ tastes and preferences, • Passion for Travel: Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs, • Operational Excellence: Maintain organized records in CRM systems and ensure flawless execution of all travel logistics, • Location: While this role is remote, you are based in North America and are willing to work Eastern Time Zone hours, • Education: Bachelor's degree is required, • Experience: Minimum 2+ years in luxury travel planning, either as an independent advisor or within a company setting, • Highly Organized: Comfortable managing 30-40 trips at once, ensuring seamless execution, • Tech-Savvy: Proficient in CRM systems, itinerary tools, and managing large amounts of travel data, • Client-Focused: Ability to deliver an exceptional, personalized travel experience with professionalism and ease, • Industry-Smart: Deep knowledge of luxury hotels, premium air travel, and curated travel experiences, • Competitive Compensation: Annual salary with a performance-based, discretionary bonus, • Comprehensive Benefits: Fully covered medical, dental, and vision insurance, • 401(k) Plan: Access to our retirement savings program, • Generous Time Off: Ample PTO plus company holidays to recharge and reset, • Career Growth: Opportunity to develop toward a senior finance leadership role, with increasing ownership of P&L, budgeting, and strategic decision-making over time, • Flexibility: Remote work environment with the ability to manage your schedule effectively, • Innovative Market Leader: Join a forward-thinking company with a proven track record, backed by the influence, resources, and stability to keep breaking new ground Kindly note that while we are not actively hiring, we are always accepting applications on a rolling basis. If we think you're a strong fit for our team, we will be sure to reach out!

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR qJlZ8E1EPj

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Job DescriptionDescription: ABOUT BECORE At BeCore, we believe in the power of smiles. As a trailblazing Brand Experience agency, we are dedicated to helping brands connect with people in meaningful ways. Our mission is to create joyful experiences that spark emotion, build community, and drive impact through experiential marketing and innovative design. We proudly serve diverse clients in sports, entertainment, and consumer goods, specializing in immersive experiences that inspire and engage. Known for our positivity, creativity, and resourcefulness, we thrive on collaboration and foster a culture of trust, honesty, and passion. We stay curious, connected, and culturally aware, pushing boundaries to deliver work that inspires and leaves a lasting mark. With decades of expertise, we take pride in being trusted partners, driving engagement and nurturing lasting relationships. Based in Los Angeles, our remote agency has expanded its global footprint through our acquisition by Underdog & Company. If you want to do meaningful work with an approachable and dedicated team, you’ll feel right at home here. Learn more at . ROLE OVERVIEW: BeCore is hiring an Account Director, Client Services to join the team! In this role, you’ll help lead programs for one of the world’s most influential footwear and apparel brands, with a focus on basketball and soccer. You’ll collaborate with cross-functional teammates to bring ideas to life, from high-level strategy to the details that make an activation unforgettable. The right person is hungry to push creative & strategic boundaries, steady under pressure, and experienced working with Fortune 500 brands/clients. This role calls for someone who can inspire teams, understand industry trends, build lasting client trust, and bring forward-thinking solutions that make a real impact. While NYC is preferred, we’ll also consider LA for the right candidate. WHAT YOU'LL DO: • Lead the strategic planning and execution of efforts in multiple categories for one of the Agency’s largest clients, • Guide and oversee creative, strategy, client services, and production teams in delivering impactful client work., • Identify KPIs and metrics for program success, ensuring business impact is measurable., • Develop compelling narratives and tactical solutions to influence decisions and drive results., • Serve as a trusted partner to clients, providing director-level consulting and support., • Drive quarterly and annual strategic plans, recaps, and metrics reviews with clients., • Manage budgets, contracts, scopes of work, and ensure profitability across projects & accounts., • Manage top-level communication with clients regarding contracting, budgets, payment schedules, scope changes, timelines, etc., • Manage the professional development of FTE team members on the account and facilitate the growth of our people and client services discipline., • Field inbound requests from the client for new project requests and encourage growth of accounts through organic opportunities and strategic initiatives., • Support in drafting RFP responses, budget estimates, and program documentation., • Be forward-thinking, anticipate the needs of our clients and identify ways to optimize efficiency., • You'll be joining a trailblazing Brand Experience agency known for doing whatever it takes to help our people and clients succeed., • You’ll utilize your strategic mindset, creativity and expertise within experiential marketing to lead and develop solutions for one of the biggest footwear and apparel brands in the world., • You’ll be responsible for strategizing, developing, planning, producing, and executing integrated marketing campaigns designed for global scale and consumer engagement., • You’ll get to think big picture strategy while connecting teams cross-functionally to achieve innovative, trend-setting work in experiential marketing., • You’ve become a trusted advisor to client executives., • You’ve successfully devised and executed large-scale strategic plans resulting in optimized growth., • You’ve developed relationships across all levels of client organizations., • You’ve secured organic growth opportunities and grown revenue/profitability., • You’ve effectively led cross-functional teams to exceed client expectations., • You’ve developed and grown your Client Services team., • You’ve proven that you have a deep understanding of our client’s brand, industry, and our opportunities to be successful. Requirements: WHAT WE'RE LOOKING FOR: • Bachelor’s degree or equivalent experience., • 7–10 years of leadership in experiential marketing, brand management, Sports Team expertise. Agency experience preferred., • 3+ years of direct people management, including manager-level reports., • Strong strategic and creative problem-solving skills., • Experience across various sport categories. Expertise in Basketball or Soccer is a positive., • Proven success consulting with and managing Fortune 500 client relationships., • Talented presenter with strong communication skills and executive presence., • Hands-on leader with strong organizational and project management skills., • High energy, collaborative, solution-oriented leader aligned with BeCore values., • Demonstrates the Core Values and Personality articulated in 'The BeCore Way'., • You’ll be part of The BeCore Way - collaborative, resourceful, human-first, and culturally connected, bringing passion, transparency, and enthusiasm to everything you do., • Demonstrates the Core Values of The BeCore Way: trust, transparency, resourcefulness, cultural connection, honesty, humanity, commitment, and community. Actual base salary is dependent on several factors including but not limited to; market dynamics, location and region, experience, specialized skills/training (education), level of responsibility, budgetary considerations, tenure at the company (for current employees), etc. The salary range listed is just one component of the total compensation package for employees. Compensation decisions are dependent on circumstances of each role BeCore does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: We are actively seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager. Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling). You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision. This position is a remote position only, and can be based anywhere in the United States. The target total cash compensation for this role is between $80,000 and $120,000 (includes both base salary and variable bonus components); this is not inclusive of any equity compensation. Responsibilities: * Conduct proactive outbound prospecting to identify and engage potential financial advisors * Research and analyze target companies and industries to understand their needs and challenges * Initiate contact with financial advisors through cold calls, emails, and social media outreach * Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements * Maintain accurate and up-to-date records of lead interactions and account information in our CRM system * Stay up-to-date on industry trends, best practices, and competitive talent landscapes * Assist in the development and implementation of recruiting strategies and initiatives Must Have: * 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates) * Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus * Highly motivated and resilient by achieving hiring targets consistently * Ability to quickly build rapport, primarily via phone-based communication * Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more). * Comfortable working in an early-stage startup environment Nice to Have: * Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers * Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian Qualities: * Proactive: You don't wait for instructions; you act * Adaptable: Comfortable in a fast-paced, ever-changing startup environment * “Hunter” Mentality: You find creative ways to achieve your goal * Coachable: Able to receive feedback, learn from it, and adapt their behavior or skills accordingly * Cultural Builder: Passionate about shaping and maintaining the company culture Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $80K - $120K

Job Description Transform how the world's banks serve their customers Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone. Why We're Looking for You We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions. As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences. Key Responsibilities * Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform * Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements * Lead client calls and manage multiple concurrent implementations with competing deadlines * Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes * Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes * Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation * Build and maintain strong relationships with banking executives and operations teams across multiple client organizations What We're Looking For * Strong problem-solving skills with meticulous attention to detail * Excellent communication abilities - you can explain technical concepts to non-technical stakeholders * Ability to manage multiple projects simultaneously and thrive under pressure * Quick learner who can master new technical concepts independently * Authorized to work in the United States and located within the continental United States Nice to Haves * Experience with no-code/low-code platforms or workflow automation tools * Technical skills in a scripting language * Previous consulting or professional services experience About Prelim: At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business. We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges. Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking. Compensation Range: $100K - $120K

Job Description Customer Experience (CX) Intern Description We are seeking a mission-driven Customer Experience (CX) Intern. As an early member of the team, you will support all account management (B2B) activities as well as interact directly with end-users to ensure we deliver the highest level of customer support. You will be relied upon to answer requests and fulfill orders so that our end-users gain access to the upskilling resources they need to advance their careers. You will also provide sales, business development, and marketing support. As the Customer Experience (CX) Intern, you will join as a partner to our clients and users to provide them with an exceptional experience and to drive adoption of platform with their employees. The CX Intern will report directly to the Lead Account Executive, and have close working relationships with our entire team. This is an un-paid internship. Here is an overview of the main responsibilities: You'll know you're successful if you.... • Own & nurture relationships with our end-users through account management, customer support, trouble shooting, and providing exception service, • Own & continuously improve the customer experience & journey from onboarding to renewal, • Work with professional development providers to fulfill orders for end-users, • Participate in the development of repeatable processes & tactics to drive world-class customer satisfaction & user engagement, • Provide account management support to stakeholders at customer companies, • Identify customer feedback from quantitative & qualitative feedback to drive product features and enhancements, • Collaborate with internal teams to improve the customer experience for OneRange clients as well as internal processes, • Proactively use data and analytics to present regular business reviews and recommendations focused on clear metrics that outline successes and opportunities., • Build strong relationships as a trusted advisor and subject matter expert with end-users and customer point of contacts We know that you have what it takes to excel in this role if: • You have or are pursuing a 4-year degree from an accredited university, • You are able to work independently as well as collaboratively within a team environment, • You are willing to do what it takes to get the job done, • You approach your work with resilience and an agile mindset, • You are a team player who values and contributes to a diverse & inclusive workplace, • You feel at home participating in product trainings and onboarding meetings, • You are a self-starter with a competitive nature and a desire to grow a career in technology, • You have strong written and verbal communication skills, • You are extremely personable and coachable, with strong organizational and time management skills, • You have a track record of high performance in everything you do, • You have an unconditional belief in the mission and live and work to “empower others”, • You have an aptitude for technology, • You have an eye for process improvement, • You thrive in an unstructured start-up environment, • You’re a self-starter with an entrepreneurial mindset, • You love working with data, • You have a positive, professional, and intentional attitude in everything you do, while being yourself and doing your best work, • You love to be challenged, • We are “all-in” to accomplish the mission together while empowering teammates to be “all-out” when they are with family and/or on vacation, • We have a passion for building something that inspires others, • We set the example for high-performing teams, • We are transparent and over-communicate because we know others count on us, • We always “work the problem” and bring solutions to the table, • We believe leadership is a characteristic – we are all leaders, • We are professional and presentable, always having an “attitude of gratitude”, • We are never afraid to fail, we only fear standing still, • We hold each other accountable, in work and in life, • Our office is currently in SoHo West in downtown Manhattan, within the Columbia Startup Lab but we work as a remote/hybrid team, • Unlimited and flexible vacation and personal time off, • Coworking membership at Studio (NYC-based co-working space) Powered by JazzHR Vypbl1ChB3

The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job DescriptionAbout Workato Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility. Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today's fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com. Why join us? Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company. But, we also believe in balancing productivity with self-care. That's why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives. If this sounds right up your alley, please submit an application. We look forward to getting to know you! Also, feel free to check out why: * Business Insider named us an "enterprise startup to bet your career on" * Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world * Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America * Quartz ranked us the #1 best company for remote workers Responsibilities We are looking for an exceptional Strategic Advisor to join our growing team. In this role, you will be responsible to: * Participate as a strategic advisor in services engagements * Help define and shape Workato Advisory Services by creating reusable content in advance of and during advisory services engagements * Participate in defining and advancing Workato frameworks, such as Workato's GEARS and Workato's Embedded Product Guide * Be a Workato evangelist with the ability to discover and demonstrate how Workato can effectively help companies with their business automation needs across a broad set of industries through professional services engagements * Through advisory services engagements, you will: * Lead customer constituencies in critical functions (and in the context of Workato) such as: best practices, enterprise architecture target state or rationalization, Workato suitability guidance for use cases, advanced prototyping, accelerating recipe implementation, and Workato Accelerators to name a few. * Develop and contribute subject matter expertise and advisory deliverables to internal best practices and Solution repository * Align with key customer stakeholders (management to C-level executives) to create advisory roadmap to advance customer automation objectives * Apply Workato's GEARS methodology to direct customer environments; Alternatively, apply Workato's Embedded Product Guide methodology to embedded customer environments * Coach key customer stakeholders (management to C-level executives) on security and governance best practices as it relates to the Workato platform * Advise on recipe lifecycle management best practices, and potentially implement technology and/or process to support the recipe lifecycle management * Guide customers on integration prioritization techniques, including reusability considerations * Become the trusted advisor to customers and partners from an overall solution, architecture, implementation, and governance perspective for the Workato platform. * Contribute to the growth of our professional services department by creating or enhancing content such as presentations, demos, white papers, best practices, architecture patterns, and online courses for use by both customers and to enable our extended team * Lead, mentor, and train team members from the extended pre-sales and post-sales teams to enable them with content and knowledge * Contribute to content creation for materials to coach our partner ecosystem on Workato delivery best practices * Participate in both pre and post-sales activities with direct end customers and partners * Be a Workato evangelist with the ability to discover and demonstrate how Workato can effectively help companies with their business automation needs across a broad set of industries * Develop content such as presentations, demos, white papers, best practices, solution packs, architecture patterns, and online courses for use by both customers and to enable our extended team. * Conduct hands-on customer training, design sessions, complex issue resolution, and product support * Lead, mentor, and train team members from the extended CS team and sales team to enable them with content and knowledge. RequirementsQualifications / Experience / Technical Skills * Bachelor's degree or equivalent education in Computer Science, Software Engineering, or in a related field. Bachelor's degrees and those with non-traditional but similar proven experience may also apply. * 12+ years of technology transformation consulting experience, including implementation experience with one or more common integration or middleware solutions and/or API Management Solutions * 5+ years experience as an Enterprise Architect and/or digital architect (or similar role) * Ability to evangelize best practices at various levels within a large organization * Ability to build and maintain strong relationships with a range of stakeholders (C-level executives to engineering teams) with compelling Points of View. * Able to effectively develop materials that are appropriate for the audience and engage in meaningful Q&A with customers * Understanding of security and governance needs in large enterprises * Excellent verbal and written communication skills and the ability to communicate ideas visually and create professional presentations * Track record of continuous learning of new technologies, as well as leading projects that push the capabilities of existing technologies. * Track record of driving software expansions as a result of professional services engagements * Be a self-starter and ability to work independently and as part of a distributed team, and willingness to take ownership of situations and problems. * Proven results leading and overseeing customer and/or partner success in the following domains: front-end and back-end solution architecture, enterprise architecture, development, and test/release management strategies, change management, and direct leadership in designing solutions that meet or exceed customer needs * Guiding customers and colleagues in rationalizing and deploying emerging technologies that drive business value * Travel to the client site up to 50%, but may be higher or lower based on prevailing circumstances Soft Skills / Personal Characteristics * Preferred Master's (but not required) in Computer Science, Software Engineering, Business, or in a related field. Bachelor's degree and those with non-traditional but similar proven experiences may also apply. * Knowledge of key applications such as Salesforce, Netsuite, Workday, ServiceNow, SAP, EBusiness Suite, Databases * Knowledge of AWS, Azure, and GCP * Experience having worked in a start-up environment For New York applicants, the pay for this role may range between $150,000 - $180,000 base plus variable, benefits, perks, and equity. Requisition ID: 2226

Job DescriptionSalary: Job Title: Project Manager Client Industry: Information Technology Location: Remote Job Status: Full-Time (40 hours/week) | Contract Position Summary: Our client, a leader in the IT sector, is seeking a highly organized and results-driven Project Manager to lead small to mid-sized projects from planning through execution. The ideal candidate brings strong project management expertise, exceptional communication skills, and a proactive approach to problem-solving. Youll be responsible for ensuring projects are completed on time, within scope, and on budgetwhile maintaining high standards of quality and client satisfaction. Role Responsibilities: • Lead and manage small to mid-sized projects, ensuring successful delivery across all phases, • Oversee client accounts and consulting engagements, acting as a trusted advisor, • Contribute to internal knowledge-sharing initiatives and best practices, • Provide clear direction and constructive feedback to team members, • Ensure client deliverables are completed on time and meet quality expectations, • Manage project budgets, timelines, and overall financial performance, • Identify and mitigate project risks, proactively resolving issues to keep projects on track, • Bachelors degree required, • Minimum of 7 years of professional experience, with at least 35 years in project management, • Experience with claims processing systems, workflows, and industry best practices, • Successfully led at least two claims processing implementation projects, • PMP certification preferred, • Strong written and verbal communication skills, • Proven ability to manage multiple priorities in a fast-paced environment remote work

Job Description Are you a dynamic, seasoned client professional who lives on Long Island, NY and who excels at managing clients and can also help cultivate a client management team by developing processes and best practices - and delivering solutions that scale? If so, this Client Program Manager role is for you. We are looking for someone who has experience managing all aspects of client relationships and who wants to join a dynamic team that is quickly scaling to transform care delivery with its market-leading automated virtual health platform. In this position, you will need to bring passion as well as skills in relationship building, consulting, project management, business analysis, reporting, software lifecycle management, and scaling an organization. This position will require regular transportation to multiple locations primarily on Long Island but also to other sites across New York City. Responsibilities: • Be the focal point for the client’s every need and become a trusted advisor with clients by deeply understanding their business and aligning their needs with our solutions, • Track and monitor client status, identifying areas of concern, and pursue growth and upsell opportunities., • Drive the onboarding of new client accounts and ensure successful implementations as well as deep trusted relationships. • Write technical and functional requirements, when necessary, during implementation., • Act as client advocate while effectively collaborating with internal teams, including product management, content, engineering, growth, and finance., • Support the reporting and analytics needs of the client., • Build out client management processes internally and identify best practices. • Coordinate, execute, track, and deliver various customer projects from initiation through completion., • Identify and resolve operational and services related issues to ensure customer satisfaction. • Assess risks at the customer project level so as to develop and execute risk and contingency management plans as needed., • Inform senior management and clients on project status, schedules, and key issues on a regular basis. • Provide timely responses to all customer-driven performance inquiries., • Bachelor’s degree, • 7+ years experience in account management & client services organizations working with large clients, healthcare provider system clients preferred, • Experience in healthcare, providing or supporting care to patients, • Experience in communicating with senior business leaders, • Experience with healthcare ROI models, • Experience working in an organization that provides software as a service, • Experience using Microsoft Office, Google applications, Jira, Confluence, project management tools Capabilities (skills or knowledge required for success):, • Excellent written and verbal communication skills, • Exceptional client relationship-building skills, • Strong critical thinking and analysis skills with a passion for solving problems that have not been solved before, • Strong project management skills, • Ability to communicate well with people at all levels, • Ability to work cross-functionally in a dynamic team environment, • Ability to manage influence through persuasion, negotiation, and consensus-building, • Ability to visit client sites within the New York area but concentrated on Long Island multiple times a week To help get us there, we’re cultivating a diverse and vibrant team that works together to change the way healthcare is delivered. As a rapidly growing company, we’ve embraced several core values that guide both our culture and team: • We care about people – the patients our chats are designed to help, the care team members who use our solutions, our partners who help bring our products to market, and most of all, our team members with whom we work. We strive to be empathetic and trusting, to understand and create space for the sharing of feelings and perspectives from others., • We are data-driven. We strive to make decisions based on the best available data. If data changes, we will be open to changing our perspective. We will always endeavor to collect and create the most rigorous data we can. We, similar to the best healthcare providers, are evidence-based., • We are passionate about improving the health & care of every person we can, and we are passionate about building a sustainable company that can impact the lives of as many people as possible. We are passionate about doing it with team members who share the same passion., • We strive to be proactive. Just like we are trying to move healthcare from being reactive to proactive, we value pushing things forward – solutions, ideas, the business, ourselves., • 401k plan, • Medical, Dental, Vision benefits, • Monthly Grubhub Stipend, • Flexible* PTO, • Paid parental leave, • Fully Embrace Remote Teamwork, • Career Development, • MacBook Pro and hardware stipend to get you started

Job DescriptionDescriptionWork Hours 8AM to 5PM Days Onsite Mt Laurel NJ: Monday, Thursday & Sunday Remote: Friday & Saturday Be Part of the Team Behind the Game Are you ready to bring your network expertise to the global stage of one of the biggest professional sports leagues in the US? Blue Mantis is seeking a highly skilled, versatile, strategic, and customer-focused Service Delivery Lead, with a strong foundation in enterprise IT systems to join our team. This role is responsible for serving as the technical liaison and trusted advisor for a strategic client. The ideal candidate will have a good understanding of enterprise IT infrastructure and Operations, a strong customer orientation and a willingness to roll up their sleeves when necessary. Key ResponsibilitiesCustomer Engagement & Advocacy • Act as a technical escalation point of contact for assigned customers, fostering long-term strategic relationships., • Understand client’s business goals and technical environment to proactively guide and align IT solutions to their needs., • Regularly review system health reports, performance metrics, processes, and KPIs to provide insights and strategic recommendations.Service Delivery & Communication, • Collaborate with internal support and engineering teams to ensure timely resolution of issues and seamless service delivery., • Communicate complex technical issues and solutions clearly to both technical and non-technical stakeholders., • Identify patterns in incidents and outages, propose improvements and drive long-term operational excellence. ITIL-Based Process Oversight, • Support event, incident, problem, and change management efforts for our 1 using ITIL best practices., • Coordinate root cause analysis and ensure timely follow-up with clients for major or recurring issues., • Monthly reporting to highlight KPIs and Metrics, • Historical experience managing and administering Windows Server environments, • Strong knowledge of network device configuration and administration of Cisco routers/switches., • Understanding of cloud solutions on Microsoft Azure and AWS platforms, including hybrid environments ., • Previous experience with virtualization technologies, including VMWare.Customer-Facing and Strategic Skills, • Proven success in a Technical Account Manager or customer-facing engineering role., • Capable of interpreting system metrics and translating them into meaningful, business-aligned actions.Soft Skills, • Excellent communication and interpersonal skills; able to bridge the gap between business needs and technical solutions., • Strong presentation and documentation abilities., • Highly self-motivated, organized, and comfortable working both independently and collaboratively. Leadership & Team Coordination:, • Technical Expertise: Strong hands-on skills in network, server, monitoring, and ticket management. Able to troubleshoot and resolve issues when additional resources are needed. This would not be the primary role but having someone who can roll up their sleeves as needed, • Process & Standards Implementation: Experience with ITIL frameworks and driving adoption of best practices for incident, problem, and change management., • Operational Improvement Mindset: Ability to identify gaps, propose improvements, and facilitate continuous improvement initiatives., • Stakeholder Management: Strong communication and interpersonal skills to interface with Blue Mantis and customer stakeholders, articulate value and manage expectations., • Game Day Coverage: Cover critical events, including weekends, with the ability to coordinate with remote teams and provide leadership in Eric’s absence., • Reporting & Analytics: Capable of providing operational reports, ticket analysis, and recommendations for service improvementPlease note: This range is based on our market pay structures. However, individual salaries and hourly pay rates are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of the job. This job description is intended to describe the general nature of work being performed by employees in this job. It is not intended to be a complete list of all responsibilities, duties, and skills required. Agencies/3 Parties may not solicit to any employee of Blue Mantis. Any candidate information received from any Agency/3 Party will be considered a gift and property of Blue Mantis, unless the Agency/3 Party is an Authorized Vendor of Blue Mantis with an up-to-date Blue Mantis Contract in hand signed by Blue Mantis Talent Acquisition. No payment will be made to any Agency/3 Party who is not an Authorized Vendor, nor has specific approval in writing from Blue Mantis Talent Acquisition to engage in recruitment efforts for Blue Mantis. At this time, we have no interest in onboarding any new staffing partners.

Job Description Title: Client Partner - Banking & Capital Markets (VP - East Coast) Location: NY/ NJ/ CT/ PA - Remote Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts Reports to: Head of Client Success - Banking & Capital Markets Compensation: $240k - $285k plus annual bonus and RSU's Role Overview We are seeking a dynamic and strategic Client Partner Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks. This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives. Responsibilities • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks., • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations., • Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions., • Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes., • Maintain deep understanding of evolving banking trends digital banking, FedNow, GenAI, operational risk, ESG, and compliance and proactively shape client strategies., • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8-10 years of experience servicing banking or financial services clients., • Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities., • Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML., • Proven track record in building and growing strategic relationships and managing large transformation programs., • Strong communication, influencing, and stakeholder management skills, with a consultative selling approach., • Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.

Job Description At Steer North America, our vision is a world where the critical services and infrastructure that move our communities work better for all of us. Our mission is to be the leading consultancy shaping the future of how people live, work, and connect. We are driven by a passion for creating positive impact through our expertise in critical services and infrastructure. We strive to unlock the potential of our clients and their organizations to help people, places, and economies thrive. For a world in motion, complex challenges deserve powerful solutions, global intelligence and local partnership, technical expertise and independent advice. We are seeking an entrepreneurial leader to help establish and grow our Airport Commercial Services consulting practice in the U.S. and Canada. This role combines hands-on project delivery with the opportunity to build a practice area focused on concessions, real estate, parking, and non-aeronautical revenue development for airports. The successful candidate will bring industry expertise, creativity, and a strong network to help us expand our market presence while delivering exceptional value to clients. Key Responsibilities Practice Building & Growth • Play a key role in shaping and expanding the Airport Commercial Services practice, with responsibility for identifying opportunities and driving growth., • Partner with senior leadership to design and implement strategies for market entry, brand positioning, and client acquisition., • Lead business development efforts, including prospecting, proposal writing, and client presentations., • Build and expand relationships with airports, concessionaires, developers, and other industry partners., • Serve as Project Manager or Technical Lead on key assignments in commercial strategy, concessions planning, financial modeling, and passenger experience optimization., • Manage project teams and ensure delivery of high-quality, on-time, and on-budget results., • Mentor and guide junior staff, supporting their growth in both technical and consulting skills. Required: • Minimum of 10 years of experience in the aviation industry, with expertise in airport commercial services, concessions, real estate, or non-aeronautical revenue strategy., • Bachelor’s degree in a relevant field (business, aviation, planning, economics, finance, or related discipline)., • Proven entrepreneurial mindset, with demonstrated success in practice building, business development, or market expansion., • Strong project management skills and experience leading multidisciplinary teams., • Technical expertise in concessions planning, financial modeling, business case development, or airport real estate., • Experience introducing new service lines or growing a consulting offering from early stages. For our US applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, commuter benefits, a group Share Incentive Plan, a 3% 401k contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 44 paid days off - 20 vacation days, 9 public holidays, 3 floating days, 10 sick days, and 2 volunteering days – as well as a semi-annual performance review process. For our Canadian applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, a group Share Incentive Plan, a 3% RRSP contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 47 paid days off - 22 vacation days, 13 public holidays, 2 volunteering days and 10 sick days – as well as a bi-annual performance review process. Our evaluation processes are designed around merit and capability. We don’t select people on the prestige of their educational establishments or other background information. Our interviewers are trained on how to manage selection processes fairly and without bias, and to conduct processes which do not selectively appeal more to one or more demographic to the detriment of any others. Steer is an equal opportunity employer and welcomes all candidates with any legally protected status. Steer will provide accommodation, now or throughout your employment, if needed. In our commitment to inclusivity in the workplace, Steer has welcomed the creation of various Employee Resource Groups, dedicated to ensuring the support, progression, and well-being of all employees. For more information, check out our social responsibility page. Part-time and remote working applications will not be considered for this role. Salary Range - $150,000 – 250,000 w/ benefits

Job Description Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry's digital marketplace gives manufacturers the critical resources they need to grow their business while also making it easy for buyers at Fortune 1000 companies to tap into global manufacturing capacity. Xometry is seeking a Vice President, Sales, Key Accounts, who will be responsible for developing and executing strategies to drive significant revenue growth within our portfolio of high-value key accounts. You will lead a dedicated team focused on building and maintaining strong, strategic partnerships, ensuring exceptional customer satisfaction, and maximizing revenue potential within these critical accounts. Responsibilities: • Strategic Account Management:, • Develop and implement strategic account plans for key accounts with an average annual spend of $250M+, focusing on long-term growth and partnership., • Establish and maintain executive-level relationships with key decision-makers within these accounts., • Identify and capitalize on opportunities to expand Xometry's footprint within these strategic partnerships., • Sales Leadership and Team Development:, • Recruit, hire, train, and mentor a high-performing team of key account managers., • Provide leadership, coaching, and guidance to the team, ensuring they meet and exceed sales targets., • Foster a culture of collaboration, accountability, and continuous improvement within the team., • Revenue Growth and Performance Management:, • Develop and manage sales forecasts and targets for key accounts., • Monitor and analyze sales performance, identifying trends and opportunities for improvement., • Implement strategies to drive significant revenue growth and maximize customer lifetime value., • Customer Relationship Management:, • Ensure exceptional customer satisfaction and build strong, long-lasting relationships with key account stakeholders., • Act as a trusted advisor to key accounts, providing insights and solutions to address their unique needs., • Collaborate with internal teams to ensure seamless delivery of Xometry's services., • Market Analysis and Business Development:, • Analyze market trends and competitive landscape to identify new business opportunities within the key account segment., • Develop and execute strategies to acquire new key accounts that meet the $250M+ average spend criteria., • Sales Operations and Reporting:, • Maintain accurate records within the CRM., • Bachelor's degree in business, sales, or a related field. MBA or other advanced degree preferred., • 10+ years of experience in enterprise sales or key account management., • 5+ years of sales leadership experience, preferably managing teams focused on high-value accounts., • Proven track record of achieving significant revenue growth within key accounts., • Strong understanding of complex sales cycles and strategic account management methodologies., • Excellent communication, negotiation, and relationship-building skills., • Experience with CRM and sales analytics tools., • Ability to thrive in a fast-paced, dynamic environment., • Experience working with accounts with very large annual spends., • Experience in the manufacturing or technology industry highly desirable., • Proven ability to build and scale key account sales teams., • Experience with solution based or consultative selling. #LI-Remote Xometry is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. For US based roles: Xometry participates in E-Verify and after a job offer is accepted, will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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

Job Description Who We Are Yieldmo is an advertising platform that helps brands invent creative experiences through tech and AI, using custom ad formats, proprietary attention signals, predictive format selection, and privacy-safe premium inventory curation. Yieldmo believes all ads should be human-centered, tailored, and provoke users' emotions and actions. Yieldmo helps brands deliver the best ad for every impression opportunity, merging creative and media for proven results. What We Need We're looking for an experienced Sales Leader to oversee and accelerate Yieldmo's US programmatic revenue across brands and agencies. You will define sales strategy, drive execution, and expand client relationships while representing Yieldmo in the market as a trusted thought leader. The ideal candidate brings proven success scaling programmatic revenue, paired with a deep understanding of the digital advertising ecosystem. You will lead and mentor regional sales leaders, collaborate closely with Product and Account Management, and ensure Yieldmo's solutions consistently deliver measurable impact for clients and the business. What You Can Expect In This Role • Drive growth: Own Yieldmo's US programmatic revenue strategy and consistently deliver against ambitious targets, • Lead a high-performing team: Inspire, coach, and scale regional sales leaders and sellers, fostering accountability and collaboration, • Shape client relationships: Build and deepen executive-level partnerships with brands and agencies while acting as a trusted industry voice, • Influence product and strategy: Champion client needs internally to align our product roadmap and go-to-market approach with market demand, • Win complex deals: Provide senior-level guidance on strategic opportunities, unlocking and closing high-value, and multi-faceted partnerships, • Elevate Yieldmo in the market: Represent Yieldmo at conferences and industry forums, strengthening our reputation as a premium programmatic partner, • Report with clarity: Deliver actionable insights, forecasts, and revenue strategies to the leadership team Requirements • You have 10+ years in digital media sales, including 5+ years driving programmatic revenue and leading high-performing teams, • You bring deep expertise in SSPs, DSPs, exchanges, and agency/brand buying models, with the ability to anticipate and navigate industry shifts, • You have a track record of consistently exceeding revenue targets while building and scaling sales organizations, • You are a trusted advisor to senior stakeholders, with strong communication, negotiation, and public speaking skills, • You translate data into insights, strategies, and compelling client value stories, • You thrive in cross-functional environments, collaborating with Product, Operations, and Marketing to align strategy, • You are open to traveling 50%+ within the continental US Hiring Process Select candidates will be invited to schedule a 30 minute screening call with a member of our Talent Acquisition team. We will discuss the Hiring Process details at that time. The hiring process typically includes, but is not limited to: • A 30 minute video interview with the Hiring Manager., • Candidates will be invited to join a remote on-site interview round, consisting of video interviews with various team members and leadership., • Successful candidates will subsequently be made an offer. Our Values INNOVATION: We encourage curiosity, embrace new ideas, and believe no idea is too bold. AGILITY: We embrace change, act quickly, and adapt with a focus on getting things done. INTELLIGENCE: We make decisions guided by data, always aiming to deliver maximum value to our customers. AUTONOMY: We empower individuals to create their own paths with flexibility and independence. TOGETHERNESS: We foster an environment where teamwork thrives, support is mutual, and every voice matters. What We Offer We believe that diverse people and perspectives lead to breakthrough ideas, therefore we provide comprehensive benefits and an inclusive culture to support our valued team members. • Remote Work: Our team is fully distributed, though we love an opportunity to get together at our annual offsites, holiday parties, and more., • 100% Company Paid Health Coverage: Choose the medical, dental, and vision plan that's best for you and your family – all with options for 100% company paid coverage., • 401(k) Plan: Invest in yourself by participating in our 401(k) plan with a company match., • Equity: Share in Yieldmo's success through our employee stock option program., • Flexible Time Off, Company Slowdowns, and Summer Fridays: Take time off to relax and rejuvenate on your own terms with flexible time off, multiple company slowdowns, and Summer Fridays., • Home Office Setup and Stipend: Setup your home office for success with our premium technology packages and an additional stipend for any extra needs., • Professional Development: Grow your hard and soft skills with our annual professional development stipend. US Jobs: The base salary range for this role is: $200,000-$225,000 per year. The range listed is just one component of Yieldmo's total compensation package for employees. Individual compensation decisions are based on a number of factors, including experience, level, skillset, and balancing internal equity relative to peers at the company. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. In these situations, the updated salary range will be communicated with you as a candidate. For all other countries, we have competitive pay bands based on market standards.

Job Description Direct Agents is looking for an experienced Senior Client Services Manager to lead client accounts, deliver standout campaigns, and build impactful relationships. This Los Angeles based role has a competitive salary range of $85,000-$95,000 depending on experience, with annual compensation reviews based on performance. Potential bi-annual bonus pay is based on company and individual performance. KEY RESPONSIBILITIES Strategic Client Leadership • Own end-to-end client relationships as their primary strategic advisor and business partner, • Develop comprehensive understanding of client business models, competitive landscapes, and market dynamics, • Leading comprehensive quarterly business reviews - developing strategic narratives, coordinating content creation, ensuring quality standards, and managing delivery timelines, • Lead strategic planning sessions and quarterly business reviews with C-level stakeholders, • Proactively identify and develop new revenue opportunities through strategic account growth, • Navigate complex client challenges and serve as escalation point for critical issues Advanced Campaign Strategy & Innovation: • Lead the development of comprehensive, integrated marketing strategies across all digital channels, • Pioneer new approaches and testing methodologies to drive breakthrough performance, • Lead campaign strategy for high-value, complex accounts with substantial budgets, • Mentor junior team members on strategic thinking and client management Account Leadership & Operational Excellence: • Lead complex, multi-workstream initiatives ensuring on-time delivery and quality standards, • Drive accountability across teams to meet critical client deadlines and milestones, • Establish project governance and communication protocols for campaigns & deliverables, • Prioritize competing demands across portfolio of accounts to maximize impact, • Coordinate with internal teams to maintain project timelines and deliverable quality, • 4-6 years of account management experience with proven track record of driving significant client growth, • Deep expertise across Search, Programmatic Display, Social, and emerging marketing channels, • Demonstrated experience managing high-value accounts, • Experience presenting to and influencing C-level executives, • Strong time management skills -- ability to prioritize and meet deadlines and work in a fast-paced environment, • Experience with project management platform (ClickUp, Asana, Monday, etc) is a plus, • Must be self-motivated, highly organized, and a team player, • Strong attention to detail Essential Skills: • Advanced strategic thinking and business acumen, • Strong analytical skills and data interpretation capabilities, • Exceptional presentation and communication skills, • Leadership experience with ability to influence across all organizational levels, • Deep understanding of performance marketing ecosystem and emerging trends, • Proven track record of driving measurable business results, • WHY DIRECT AGENTSWork-Life Balance, • 4-Day Work Week: Join our innovative pilot program designed for sustained productivity and well-being, • Flexible PTO: Up to 24 days annually based on seniority, plus paid birthdays and volunteer days, • Remote Flexibility: Work from anywhere options based on seniority, • Family Support: Comprehensive paid parental leave and family-friendly policiesComprehensive Benefits, • Premium Healthcare: Full coverage options including One Medical, KindBody, and mental health support, • Wellness Perks: Citibike membership, fitness reimbursement, and wellness programs, • Community: Dog-friendly office, team events, and an inclusive culture that celebrates diversity, • Modern Tech Setup: MacBook Pro and premium software toolsInnovation & Growth, • AI-Driven Innovation: Harness AI-powered workflows to optimize strategies and drive impactful results, • Future-Forward Tech: Access proprietary tools like Kanopy AI and custom GPTs for advanced marketing solutions, • Career Development: Shape your path through mentorship, training programs, and direct access to leadership, • Industry Impact: Contribute to thought leadership and strategic initiatives that drive agency innovationOutstanding Environment, • Work with premier brands like Marvel, NBA, and NYSE while maintaining boutique agency creativity, • Direct Agents is proud to be an equal opportunity employer. Join us in shaping the future of digital marketing! Powered by JazzHR 4TW70mIDnn

Job DescriptionWho We Are: PartnerCentric is a leader in affiliate and partner marketing, leveraging innovative technology and personalized strategies to help brands grow revenue and drive unparalleled value. As a people-first company, we prioritize diversity in thought, experience, and background to foster an inclusive, collaborative culture. Our vision is to set the gold standard in partner marketing through proprietary technology and world-class client support. We support remote work styles for anyone legally eligible to work in the U.S. Position Overview: The Account Manager, is a strategic and relationship-oriented marketing professional dedicated to driving value and revenue growth for PartnerCentric's clients. This role serves as a trusted advisor and collaborative partner to brands, using data-driven insights and cross-channel marketing strategies to elevate client outcomes. With a keen focus on business-centric support, this role blends marketing expertise, analytical precision, and relationship building to maximize performance across a portfolio of accounts. The ideal candidate thrives in a fast-paced, client-facing environment and has a deep understanding of performance marketing—particularly affiliate, influencer, or performance PR. This is a high-impact role that requires strategic thinking, expert communication, and a passion for helping clients grow through smart, customized marketing strategies. Key Responsibilities1. Client Leadership & Strategic Planning * Serve as the lead point of contact for your portfolio of clients, delivering proactive, personalized, and strategic support. * Spearhead quarterly client planning to develop compelling, actionable, and data-driven strategies that align with client objectives. * Evaluate client contracts and program goals regularly to ensure objectives are being met and exceeded. 2. Marketing Strategy & Insights * Lead the development and oversight of integrated marketing strategies across various digital channels. * Leverage data and performance metrics to inform optimization efforts, mitigate risks, and drive client ROI. * Present innovative marketing solutions and stay ahead of industry trends that benefit clients and position PartnerCentric as a leader. 3. Relationship Building & Client Communication * Build trust and confidence with client stakeholders and decision-makers by delivering value and consistently excellent communication. * Facilitate business reviews, new partnership opportunities, press initiatives, and case study development. * Mentor and support client success team members within your portfolio. 4. Cross-Functional Collaboration * Partner with internal teams including Marketing, Partnerships, and Technology to support campaign execution and client education. * Ensure quality and regulatory adherence across all client deliverables and communications. A Week in the Life: Account Manager - Affiliate Marketing Monday: Lead a quarterly planning session with a top-tier client, setting KPIs and aligning on upcoming initiatives. Tuesday: Analyze performance data across client programs, identifying trends and creating a presentation for a business review. Wednesday: Collaborate with the Partnerships team to vet and onboard a new influencer network for a client campaign. Thursday: Attend a training session on advanced marketing strategies to sharpen skills and explore new tools for client growth. Friday: Present a proactive marketing strategy refresh to a long-term client, highlighting new market trends and revenue opportunities. Qualifications • 3–5 years of experience in performance marketing services (affiliate, influencer, or performance PR), with at least 1 year of direct affiliate marketing experience. Bachelor's degree in Marketing, Business, or related field. * Demonstrated success in managing and scaling strategic accounts and delivering high NPS. * Strong written and verbal communication skills with the ability to influence and engage senior-level stakeholders. * Proficient in digital marketing platforms and data analytics tools. * Ability to thrive in a fast-paced, remote environment with a proactive, solutions-focused mindset. * Experience with project management and managing multiple priorities with strategic oversight. * Entrepreneurial spirit and passion for client success, personal growth, and marketing innovation. * Strong understanding of affiliate marketing platforms and partner ecosystems (e.g., Impact, Partnerize, Rakuten, ShareASale). * History of turning data into actionable insights that lead to measurable business results. * Enthusiastic about coaching, mentoring, and team collaboration. * Comfortable presenting to executive audiences and managing complex client portfolios. Key Performance Indicators (KPIs): • Client NPS Rate, • Net Revenue Retention, • Client Communication, • Strategy, Development and Execution, • Competitive salary., • Comprehensive health, dental, and vision insurance., • 401(k) plan with employer matching., • Remote work arrangements., • Generous Flex Day policy and observed company holidays. At PartnerCentric, you will be at the forefront of marketing innovation, shaping the future of client relationships. Our environment is one of collaboration and continuous growth, where your contributions will directly impact our clients and the agency's trajectory.

Job DescriptionSalary: $150,000 - $180,000 Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the worlds Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. With our rapid growth, we are looking for dynamic and passionate individuals to join our high performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hard working individuals with diverse backgrounds are what makes innovation happen. We are seeking a highly experienced and strategically-minded Enterprise / Strategic Account Manager to join our high-performing Sales team. In this critical role, you will be responsible for closing, owning, nurturing, and expanding relationships with our most important and strategic bank partners in the US and UK. You will be instrumental in driving long-term, high-value partnerships, influencing the banks strategy, and ensuring their success aligns with our company's goals and vision. This position demands a leader capable of navigating complex financial institutions, building and fostering deep relationships, and requires engagement with industry leaders. Key Responsibilities: • Strategic Account Management: Autonomously own and drive the entire sales cycle, from initial prospecting and strategy development to complex negotiations and deal closure, exclusively within the largest banks in the US and UK. Simultaneously, cultivate deep, multi-level relationships across these strategic financial institutions, • Expert Client Understanding: Develop an unparalleled understanding of each bank's specific industry context, bespoke business needs, C-suite objectives, buying behaviors, budget processes, challenges, and long-term goals., • Comprehensive Strategic Planning: Develop and execute comprehensive, multi-year strategic account plans that are tightly aligned with both the bank's objectives and FISPANs vision of the future. Ensure these plans maximize customer satisfaction, retention, and significant revenue growth., • High-Value Deal Negotiation & Closure: Lead and master the full sales cycle for large-scale, multi-product opportunities with these top-tier banks, including those involving bespoke solutions. Demonstrate exceptional skill in closing high-value deals and securing new business within the financial sector., • Trusted Advisor & Executive Engagement: Act as a trusted advisor to senior executives within partner banks, proactively providing insights on fintech trends, competitive landscapes, and how our solutions drive strategic value and transformation. Identify, cultivate, and maintain strong relationships with key stakeholders across these financial organizations., • Cross-Functional Collaboration: Collaborate deeply with internal Product, Marketing, Partner Success, and Service Operations teams to shape solutions, ensure strategic alignment, and guarantee seamless execution of account plans and client experience for our banking partners., • Revenue Growth & Expansion: Be the CEO of your assigned portfolio of the largest banks. Drive significant, measurable revenue growth, strategic expansion of the company's footprint within these strategic accounts, and the acquisition of new high-value banking clients., • Proactive Relationship and Risk Management: Proactively monitor the health of your bank partners, identify potential risks, and implement mitigation strategies to ensure long-term client retention and success. Work closely with Partner Success to address concerns and champion the needs of our banking clients internally. Qualifications: • Bachelor's degree in Business, Finance, Technology, or a related field. MBA preferred., • 10+ years of experience in enterprise sales or strategic account management, with at least 7+ years focused on selling complex software/SaaS solutions within the fintech sector or directly to large, complex organizations., • Proven, quantifiable track record of successfully managing multi-million dollar account portfolios and consistently exceeding quota., • Deep understanding of the fintech industry, banking operations, financial technology stacks, and market trends affecting financial institutions., • Exceptional communication, executive presentation, and high-stakes negotiation skills., • Proven ability to develop, articulate, and execute sophisticated, long-term strategic account plans presented to executive audiences., • Experience building and maintaining relationships with senior executives., • Proficiency with CRM software (e.g., Salesforce, Hubspot) and other sales tools., • Ability to travel as needed (e.g., 2-3 times per quarter). If you are a motivated and a strategic thinker with a passion for sales in the FinTech space, we invite you to join our team and contribute to the continued growth and success. Apply now by submitting your resume and a cover letter detailing your relevant experience and achievements in account management. FISPAN is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Why Work With Us? • Experienced Team: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base., • High Growth Environment: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that., • Rich Culture: The Companys culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies. Compensation Package FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow. With that, the hiring salary range for this position is $150,000 - $180,000 USD base annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. • Extended health and dental benefits, • Paid time off, • Savings and retirement plan matching, • Parenthood top-up, • Mentorship programs, and leadership series (to name a few) Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. Well be happy to clarify eligibility for interviewing candidates. Diversity, Equity & Inclusion As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender-decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind hiring and resume review practices to ensure we are being objective and mitigating any potential biases. remote work

Job Description For over 40 years, Saturn Business Systems has been a leading provider of reliable IT solutions to mid-market and enterprise accounts. Our technical expertise has provided innovative and custom solutions tailored to unique infrastructure and business needs. It is our mission to continue being a trusted technology advisor and partner to businesses and enterprises across the country. Make Your Mark - Saturn Business Systems is looking for a qualified and motivated sales representative to promote our high-demand products and services, which our customers have come to rely on. The ideal candidate will possess a strong understanding of the sales process, excel at generating leads, and have the skills necessary to build relationships and close deals. This role offers unlimited on-target earnings (OTE). Candidates should have strong negotiating skills and the ability to present our offerings in an engaging manner. Responsibilities include delivering presentations, attending networking events and trade shows, and maintaining a personable and professional demeanor. A "can-do" attitude is essential. Additionally, the candidate should have a thorough understanding of the products and services associated with all of Saturn's established OEM partner relationships. Objectives of this Role • Sell the full family of Saturn’s OEM relationships related to their server, software, storage, and networking solutions in designated territory from a remote-based office., • Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics., • Generate leads and build client relationships planning and organizing daily work schedule to call on existing or potential sales outlets while achieving needed sales goals., • Develop and implement a territory action plan through comprehensive data analysis, and adjust sales techniques based on interactions and results in the field. Daily and Monthly Responsibilities • Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities., • Identify appropriate prospects, set appointments, and make effective and qualifying sales calls., • Manage sales cycle to close new business in all service categories offered., • Possess in-depth product knowledge and be able to conduct demos and relay objection handling., • Prepare professional, complete, concise, and accurate reports, proposals, booking packages, and other documentation as required for executive-level presentations., • Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers, often utilizing product demos and presentations., • Coordinate with other sales reps to ensure company quotas and standards are being met, performing market research and regular competitor monitoring., • Establish and maintain an active working relationship with OEM partner reps to drive new sales opportunities. Skills and Qualifications • 3-5 years of successful outside/direct sales experience, preferably in a Saturn’s focused OEM Partner environment., • Develop and maintain strong relationships while ensuring timely communications with appropriate customer personnel, including senior management, and OEM Partner personnel., • Existing relationships that can help establish new accounts, • Excellent communication, interpersonal, problem-solving, presentation, and organizational skills, • Proficiency with sales management software (we use Monday and HubSpot), • Hunger to compete and proven ability to close deals, • Personal integrity, • Ability to travel whenever necessary to support a training or sales situation. Preferred Qualifications • Thinker, • Ability to assimilate data quickly, • Problem solver, • Listens and assesses needs, • Desire to be great at what they do, • A basic to intermediate knowledge of tech (Networks, Cloud, DevOps) and willing to learn, • Knows how to balance persuasion with professionalism, • Experience in the tech field, • Strong organizational skills

Job DescriptionSalary: 80 - 95K USD per year About Talent.com Talent.com is a job platform that matches job seekers with employers in more than 50 countries. We're seeking talented individuals to help us fulfill our mission of connecting the world to work. Our fast-paced environment offers many opportunities to grow your career while contributing to our success. If you are a team player, we are the right fit for you: collaboration is the cornerstone of our workflows and is highly valued by our global workforce, regardless of function, department, or time zone. You'll work in a people-focused HR tech company where every voice will be heard. Join us and become part of our multicultural and diverse team. Position Overview The ideal candidate is a collaborative team player who thrives working independently, with a strong track record of success in job board and/or PPC recruitment sales. This self-motivated professional will be responsible for managing and growing relationships with mid-sized recruitment advertising agencies and staffing clients, driving performance, and ensuring long-term partnership success. What Youll Own and Drive • Lead Strategic Client Engagements: Organize and deliver compelling client presentationsincluding Quarterly Business Reviews and Account Reviewsboth virtually and in person, ensuring alignment and growth opportunities., • Drive Revenue Growth: Execute direct and indirect sales strategies through proactive outreach, consultative selling, and in-person engagements with existing and prospective clients to meet quota attainment., • Maximize Client Value: Monitor account health, provide dedicated support, and identify opportunities to upsell solutions that drive measurable business results., • Optimize Campaign Performance: Leverage data analysis and performance reviews to deliver actionable campaign optimizations and ensure continuous improvement., • Build Strategic Partnerships: Develop and strengthen long-term relationships with advertising agencies and staffing firms, becoming a trusted advisor and partner., • Influence Key Stakeholders: Collaborate with decision-makers at every levelfrom analysts to C-suite executivesby delivering insights and actionable recommendations., • Collaborate Across Talent.com: Partner closely with internal teams across all departments to align on growth initiatives, optimize opportunities, and scale client success., • Ensure Campaign Excellence: Work hand-in-hand with Client Success to confirm campaigns consistently meet or exceed benchmark objectives and deliver ROI. Must-Haves • Extensive Experience: 5+ years in a similar role with a proven history of success., • Sales Excellence: Demonstrated ability to win, grow, and upsell business through a consultative selling approach., • Full Sales Cycle Expertise: Skilled in every stage of the processprospecting, identifying opportunities, crafting tailored proposals, negotiating, and closing., • Strategic Account Management: Proven ability to develop and execute effective sales strategies across a client portfolio including managing campaigns and identifying opportunities for improvement., • Executive Presence: Confident and persuasive when presenting to senior-level stakeholders., • Relationship Builder: Strong ability to establish trust, build rapport, and cultivate long-lasting client partnerships., • Ownership & Accountability: Experienced in delivering accurate monthly, quarterly, and annual forecasts., • Educational Foundation: Bachelors degree or equivalent professional sales experience. Standard Talent.coms benefits include: • Remote work Policy, • Competitive salary+ commission, • Generous vacation policy, • Flat and transparent organizational structure, • Frequent corporate and networking events, • A multicultural, inspiring and friendly atmosphere with a team of passionate people Equal Opportunity Statement We are an equal opportunity employer and value diversity at our company. We welcome applications from all qualified candidates, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other legally protected status. We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage, please let us know. #LI-Remote remote work

Job Description About JWP Connatix: JWP Connatix is the most comprehensive independent video technology and monetization platform, helping broadcasters, publishers, and advertisers deliver premium streaming and online video experiences while maximizing video revenue across all screens. The company offers an end-to-end platform that streamlines live and on-demand video with hybrid monetization models, unique data and insights, unmatched customer service, and the largest independent premium video marketplace, providing the entire media ecosystem with enhanced scale, transparency, and revenue. • Our video players are embedded directly on publisher sites including Accuweather, Axel Springer, Dotdash Meredith, McClatchy, Penske Media Co., and more., • We work with leading brands and agencies including American Express, Citi, Dentsu, Mars, UM, and more helping them target ads against our publishers' video content. The JWPC Account Management team is responsible for driving long-term publisher growth by fostering meaningful partnerships and ensuring positive outcomes for our clients. In this role, you'll be the main point of contact for our premier publishers, leveraging your industry knowledge to maintain and grow your accounts. This role is essential to JWPC's growth, managing a book of business that utilizes a wide range of our media-focused technology. With a consultative approach, you will develop a deep understanding of each publisher's video and monetization strategy and align them with the JWPC platform to drive measurable results. As a Senior Account Manager, you will: • Serve as the primary point of contact and trusted advisor for a dedicated portfolio of premier publishers, ensuring their success with the JWPC platform., • Build and maintain strong relationships with key decision-makers and day-to-day stakeholders within leading media organizations., • Proactively identify and pursue opportunities for account growth, including upsells and the adoption of new features to enhance video monetization and ad yield., • Become an expert on the JWPC platform, effectively communicating its value proposition and guiding publishers to maximize their engagement and revenue., • Work cross-functionally with Account Executives, Solutions Engineers, Publisher Solutions, Product, and Technical Support teams to champion publisher needs and improve client outcomes., • Oversee the full publisher lifecycle post-sale, from onboarding and implementation to performance reviews and strategic renewals., • 3-5+ years of experience in Account Management, Publisher Development, or a related role within the digital media or advertising technology industry., • A proven trusted advisor who understands how to support publisher requests while identifying and positioning growth opportunities within your accounts., • Strong relationship-building, negotiation, and communication abilities., • Ability to occasionally travel to meet clients in person to present business reviews, drive relationships, and discuss strategy., • Deep understanding of the publisher landscape, online video platforms (OVPs), and advertising technology (e.g., SSPs, DSPs, ad serving)., • Ability to understand technical concepts and a strong desire to learn new technology to solve publisher challenges., • Experience meeting or exceeding revenue and growth targets., • A collaborative mindset with a high level of integrity, resourcefulness, and professionalism., • Premier Client List: You will manage and grow a strong list of existing leading publishers and media brands., • Strong Team & Culture: Work alongside a proven and collaborative team of Account Managers and Senior Sellers in a supportive and fun environment., • Impact and Growth: Make a direct impact on the company's accelerated growth trajectory., • Dedicated Support: Leverage dedicated technical support to help with complex requests, allowing you to effectively meet client needs and deadlines., • Transparent Leadership: Benefit from an open-door policy and direct access to leadership to support with customer needs. Check out our website and social channels: JWP Connatix We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, and/or disability status.

Job Description Direct Agents is looking for an experienced Senior Client Services Manager to lead client accounts, deliver standout campaigns, and build impactful relationships. This Remote role is a 6 month contract has a an hourly rate of $40-$45 depending on experience. KEY RESPONSIBILITIES Strategic Client Leadership • Own end-to-end client relationships as their primary strategic advisor and business partner, • Develop comprehensive understanding of client business models, competitive landscapes, and market dynamics, • Leading comprehensive quarterly business reviews - developing strategic narratives, coordinating content creation, ensuring quality standards, and managing delivery timelines, • Lead strategic planning sessions and quarterly business reviews with C-level stakeholders, • Proactively identify and develop new revenue opportunities through strategic account growth, • Navigate complex client challenges and serve as escalation point for critical issues Advanced Campaign Strategy & Innovation: • Lead the development of comprehensive, integrated marketing strategies across all digital channels, • Pioneer new approaches and testing methodologies to drive breakthrough performance, • Lead campaign strategy for high-value, complex accounts with substantial budgets, • Mentor junior team members on strategic thinking and client management Account Leadership & Operational Excellence: • Lead complex, multi-workstream initiatives ensuring on-time delivery and quality standards, • Drive accountability across teams to meet critical client deadlines and milestones, • Establish project governance and communication protocols for campaigns & deliverables, • Prioritize competing demands across portfolio of accounts to maximize impact, • Coordinate with internal teams to maintain project timelines and deliverable quality, • 4-6 years of account management experience with proven track record of driving significant client growth, • Deep expertise across Search, Programmatic Display, Social, and emerging marketing channels, • Demonstrated experience managing high-value accounts, • Experience presenting to and influencing C-level executives, • Strong time management skills -- ability to prioritize and meet deadlines and work in a fast-paced environment, • Experience with project management platform (ClickUp, Asana, Monday, etc) is a plus, • Must be self-motivated, highly organized, and a team player, • Strong attention to detail Essential Skills: • Advanced strategic thinking and business acumen, • Strong analytical skills and data interpretation capabilities, • Exceptional presentation and communication skills, • Leadership experience with ability to influence across all organizational levels, • Deep understanding of performance marketing ecosystem and emerging trends, • Proven track record of driving measurable business resultsWHY DIRECT AGENTSInnovation & Growth, • AI-Driven Innovation: Harness AI-powered workflows to optimize strategies and drive impactful results, • Future-Forward Tech: Access proprietary tools like Kanopy AI and custom GPTs for advanced marketing solutions, • Career Development: Shape your path through mentorship, training programs, and direct access to leadership, • Industry Impact: Contribute to thought leadership and strategic initiatives that drive agency innovationOutstanding Environment, • Work with premier brands like Marvel, NBA, and NYSE while maintaining boutique agency creativity, • Direct Agents is proud to be an equal opportunity employer. Join us in shaping the future of digital marketing! Powered by JazzHR ykeatZrW6j

Job DescriptionCompany Description Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands. We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So, join us and help create engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community. Job Description The Account Manager is responsible for delivering against client projects and program scopes. The Account Manager will play a key role on the agency team. Reporting into the Senior Account Manager, The Account Manager will serve as a trusted point of contact for clients and the agency account team. The role will focus on developing the agency's relationship with a designated client. This is hybrid position and will be a mix of in office and remote, in accordance with company policy. Job responsibilities will include but are not limited to: • Develop and execute comprehensive account plans, setting clear goals and strategies to meet client objectives., • Foster strong client relationships through regular communication, including meetings, calls, and presentations., • Collaborate with internal teams (creative, production, strategy, media, etc.) to develop innovative and impactful solutions that address client challenges., • Serve as a strategic advisor to clients, providing insights and recommendations to optimize marketing efforts., • Execute on-site client events on behalf of the agency., • Oversee project timelines and budgets, ensuring deliverables are met on time and within scope., • Monitor and analyze campaign performance, providing timely reports and actionable insights to clients., • Actively seek opportunities to upsell and expand existing accounts, identifying additional areas of value for clients., • Stay up-to-date with industry trends, market developments, and competitors' activities to provide thought leadership and inform strategic initiatives., • Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display, • Frequent lifting and moving cases of product and other objects of 50 pounds or more Qualifications, • Bachelor's degree in Marketing, Communications, or a related field, • 2-5 years of experience in account management within an advertising agency or marketing consultancy, preferably with integrated and event experience, • Required travel up to 10%, • Proven track record of successfully managing client accounts and driving measurable results, • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships, • Very proficient in Microsoft Excel and Microsoft PowerPoint, • Strong strategic thinking and problem-solving abilities, with a focus on identifying opportunities for growth and optimization, • Strong copywriting skills with an emphasis on external communications and social media, • Ability to lead and inspire cross-functional teams, fostering collaboration and driving excellence, • Up-to-date knowledge of digital marketing trends, technologies, and best practices, • Demonstrated ability to work in a fast-paced, deadline-driven environment, • Occasional travel as required, • Manage administrative tasks with attention to meeting agency compliance guidelines and standards Additional Information The base compensation range for this job classification is between $64,350.00-$77,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions. This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more! Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law. Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact .