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Staples is business to business. You’re what binds us together. Our world-class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers’ unique needs. We are committed to understanding our customers and use best-in-class sales tools and technology to find the best solutions. We’re constantly discovering new ways to reach our goals, taking time to develop our skills and investing in our career growth, so we can enjoy lucrative opportunities and grow our careers both within and beyond sales. As a Key Account Executive (KAE) - Facility Solutions, you will be an integral part of our Facilities team, driving business growth and fostering relationships with key/enterprise clients. You'll be joining a dynamic environment where collaboration and innovation are expected and celebrated. This is a remote position with a focus on supporting customers in the Northern and Central New Jersey market. While the role is fully remote, candidates located within or near that market, where the majority of our customers are based, are strongly preferred to support collaboration, travel, and local market engagement. What you’ll be doing: • Grow and manage complex Facility (Jan/San) opportunities with existing enterprise/major clients in an assigned territory., • Strategize and close high-value sales deals, leveraging your communication and persuasion skills., • Interface at senior levels within customer sites to build lasting partnerships., • Adapt and thrive in a fast-paced, change-driven environment., • Deliver impactful presentations to clients and internal stakeholders., • Manage your time and priorities with strong organizational skills., • Demonstrate follow-up and follow-through on administrative tasks and client needs., • Utilize analytical, negotiating, and problem-solving skills to overcome challenges and deliver business targets., • Collaborate with cross-functional teams to ensure seamless execution of solutions., • Drive revenue accountability across assigned accounts. What you bring to the table: • Highly driven, competitive, and results-oriented approach., • Exceptional communication and persuasion abilities., • Proven capability to interface with senior-level executives and stakeholders., • Ability to succeed in environments that require adaptability to change., • Strong presentation skills for varied audiences., • Self-starter mentality with a relentless focus on results., • Time management and organizational excellence., • Outstanding interpersonal skills for relationship building., • Attention to detail and robust administrative follow-up., • Strong analytical, negotiating, and problem-solving capabilities. What’s needed- Basic Qualifications: • High School Diploma or GED required., • 4+ years of outside sales or related experience – ideally managing a book of business with larger/enterprise accounts., • Experience in janitorial/sanitation, cleaning supply, breakroom, safety, and related product categories. What’s needed - Preferred Qualifications: • Bachelor’s degree., • Successful experience with training and demonstration, both internally and for end-users. We Offer: • Inclusive culture with associate-led Business Resource Groups, • Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays), • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more! The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses, or other forms of variable compensation. At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

Staples is business to business. You’re what binds us together. Our world-class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers’ unique needs. We are committed to understanding our customers and use best-in-class sales tools and technology to find the best solutions. We’re constantly discovering new ways to reach our goals, taking time to develop our skills and investing in our career growth, so we can enjoy lucrative opportunities and grow our careers both within and beyond sales. As a Key Account Executive (KAE) - Facility Solutions, you will be an integral part of our Facilities team, driving business growth and fostering relationships with key/enterprise clients. You'll be joining a dynamic environment where collaboration and innovation are expected and celebrated. This is a remote position with a focus on supporting customers in the greater New York City Metro market. While the role is fully remote, candidates located within or near this market, where the majority of our customers are based, are strongly preferred to support collaboration, travel, and local market engagement. What you’ll be doing: • Grow and manage complex Facility (Jan/San) opportunities with existing enterprise/major clients in an assigned territory., • Strategize and close high-value sales deals, leveraging your communication and persuasion skills., • Interface at senior levels within customer sites to build lasting partnerships., • Adapt and thrive in a fast-paced, change-driven environment., • Deliver impactful presentations to clients and internal stakeholders., • Manage your time and priorities with strong organizational skills., • Demonstrate follow-up and follow-through on administrative tasks and client needs., • Utilize analytical, negotiating, and problem-solving skills to overcome challenges and deliver business targets., • Collaborate with cross-functional teams to ensure seamless execution of solutions., • Drive revenue accountability across assigned accounts. What you bring to the table: • Highly driven, competitive, and results-oriented approach., • Exceptional communication and persuasion abilities., • Proven capability to interface with senior-level executives and stakeholders., • Ability to succeed in environments that require adaptability to change., • Strong presentation skills for varied audiences., • Self-starter mentality with a relentless focus on results., • Time management and organizational excellence., • Outstanding interpersonal skills for relationship building., • Attention to detail and robust administrative follow-up., • Strong analytical, negotiating, and problem-solving capabilities. What’s needed- Basic Qualifications: • High School Diploma or GED required., • 4+ years of outside sales or related experience – ideally managing a book of business with larger/enterprise accounts., • Experience in janitorial/sanitation, cleaning supply, breakroom, safety, and related product categories. What’s needed - Preferred Qualifications: • Bachelor’s degree., • Successful experience with training and demonstration, both internally and for end-users. We Offer: • Inclusive culture with associate-led Business Resource Groups, • Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays), • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more! The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses, or other forms of variable compensation. At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

We are currently sourcing for a Vice President Trading Engineer for Crypto Trading to work in Jersey City, New Jersey. The Role Vice President Trading Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. * Designing and implementing technology solutions for the Fidelity Digital Asset business * High Performance algorithms for trading / crypto trading * Working closely with our business partners to contribute to business-critical initiatives * Demonstrate software engineering excellence through continuous integration, continuous deployment, * Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology * Collaborate with multiple stakeholders/large cross functional teams as part of work delivery * Follows practices and contribute towards innovative solutions to increase productivity * This is a hands-on role where you will write code for product features * Set technical direction for software developers by concluding design with other tech leads and architecture. The Expertise and Skills You Bring * Bachelor's degree in computer science or related field required * At least 12 years of software engineering experience * Strong background in designing and developing low latency trading systems. * Experience in building SOR, Algo engine, or exchange-connectivity for Equities or Crpto. * Experience using kernel bypass e.g., Solarflare OpenOnLoad. * Extensive experience with modern Java using zero GC pattern. * Highly proficient in ultra-low latency design patterns and optimizing trading systems. * Hands on experience with low latency messaging products, such as Aeron, Solace or 29West. * Knowledge of FIX protocols * Proficient in SQL and a working knowledge of relational and time series databases * Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services * An understanding of cloud-based deployments using Kubernetes and AWS * Ability to build reliable software that can withstand unreliable environments * Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome * Solid analytical, communication, and organizational skills * An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space. * Have the drive and ability to deliver software with a high degree of automation * Proficient with version control systems and can handle development for multiple releases in parallel * Have the spirit and willingness to contribute to org level innovation * Have a learning mindset and is able to demonstrate versatility in addition to your specialization * Should have the ability to work effectively with both partners and project team members * Have Knowledge of Agile methodologies or iterative development processes * Have Knowledge of Acceptance test-driven development a plus. * Have Ability to take ownership * Coach team members and take accountability for the deliverables * Excellent collaboration and Interpersonal skills * Great attitude, being a mentor, team player and effective contributor * You have Focus on productivity * Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading. The Team Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets® adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. As a Software Engineer you will be an integral part of the Trading team. You’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. The Fidelity Digital Asset® Trading Team is responsible for platform services and APIs that manage trading of crypto currency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Information Technology

Job Description Company Summary Constellation Brands is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love, pushing boundaries to think beyond today because we believe that elevating human connections is Worth Reaching For. Our Wine & Spirits Division strives to lead the high-end market with a world-class portfolio of premium and fine wines and craft spirits that reflect authenticity, passion, and uncompromising standards—from soil to glass. Our success is powered by a high-performing, entrepreneurial team that moves with agility, works collaboratively, and is driven to win while growing their careers in a dynamic, rewarding environment. Position Summary The DTC Sales Specialist plays a vital role in executing direct-to-consumer (DTC) brand events and campaigns for Constellation Brands' Wine & Spirits Division. This position focuses on managing relationships with high-net-worth clients to drive direct sales through personalized engagement and tailored offerings. The Associate will be instrumental in enhancing brand visibility and integrating the DTC team into overall brand experience programs, with a strong emphasis on achieving measurable sales outcomes at each event. This position will be accountable to assigned regions and brands, ensuring clear ownership and responsibility for driving sales and managing relationships within their designated territories or segments. Responsibilities • Revenue Generation: Establish business for recurring revenue, negotiating agreements that ensure ongoing participation in DTC events. Explore partnerships with luxury brands and venues to enhance event offerings and create a scalable model that can be replicated nationwide. Quantify sales goals for each partnership and track performance., • Client Relationship Management: Continue to build and nurture relationships with high-net-worth clients and develop private client sales alongside corporate accounts. Focus on personalized services, exclusive wine selections, and private tasting experiences, leveraging data analytics to understand client preferences and drive sales., • Event Strategy Development: Create and implement a DTC strategy playbook for in-market events that drive direct sales and build long-term client relationships. This includes outlining best practices, target demographics, sales tactics, and customer engagement strategies based on market research and customer feedback. Ensure each event has clear sales targets and strategies to achieve them., • Event Coordination: Plan and execute a calendar of experiential events, including private client and wine club-focused events that align with winemaker, distiller, and ambassador travel, as well as collaborative events with US wholesale partners. Each event should have specific sales targets and strategies to achieve them., • Collaboration with Internal Teams: Work closely with various internal stakeholders—Brand, e-Commerce, Sponsorships, Legal, Procurement, Operations, and Sales—to ensure alignment with short- and long-term business goals. Maintain clear communication regarding DTC programming, timelines, and KPIs, with a focus on sales performance., • Sales Performance Tracking: Achieve sales KPIs focused on year-over-year growth. Monitor and evaluate the effectiveness of promotional DTC programs through sales impact analysis and post-event feedback. Provide detailed sales reports and insights to inform future strategies., • Budget Management: Maintain and track budgets related to events, including invoice processing and internal reporting, to ensure financial objectives are met. Ensure that budget allocations are aligned with sales targets and outcomes., • Continuous Improvement: Foster a culture of strategic planning and teamwork to optimize brand experiences and drive sales performance. Provide recommendations to improve existing systems and programs, with a focus on enhancing sales effectiveness and achieving quantifiable results. Minimum Qualifications • Bachelor’s degree, • A minimum of 3+ years of experience in wine or spirits sales, hospitality, or luxury consumer goods, • Working knowledge of general accounting principles, budget management skills, and entry-level marketing strategies., • Excellent interpersonal, written, and oral communication skills, with a strong emphasis on customer service., • Initiative to learn and acquire new skills, along with a proactive approach to problem-solving., • Strong project management skills, with the ability to manage multiple priorities in a fast-paced environment., • Proficiency in Microsoft Excel, PowerPoint, and Word; comfortable adapting to additional software for marketing and creative design., • Willingness to travel up to 30%. Preferred Qualifications • Proven track record in high-end customer service or hospitality roles, with experience in personalized customer interactions and relationship building. Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Experience in sales, particularly in the wine or luxury goods industry, with knowledge of DTC sales strategies and e-commerce platforms., • Excellent verbal and written communication skills, with the ability to convey complex wine concepts in an engaging and accessible manner., • Familiarity with CRM software and other customer management tools, and proficiency in using online sales platforms and social media for customer engagement., • Strong organizational and multitasking abilities, with experience in managing wine inventory and logistics., • Genuine enthusiasm for wine and the wine industry, with active participation in wine-related events and communities., • Ability to handle customer inquiries and resolve issues efficiently, with creative thinking in curating personalized wine experiences for customers., • Established network within the wine industry, with the ability to leverage industry connections for customer benefit., • Alignment with the company's values and mission, with adaptability to the dynamic nature of the DTC wine market., • Takes direction and maintains a positive, can-do attitude in approach to work. Physical Requirements/Work Environment Must be at least 21 years of age. Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location New York, New York Additional Locations Job Type Full time Job Area Marketing The salary range for this role is: $77,100.00 - $113,300.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Equal Opportunity Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).

INTERNAL CONTROLS OFFICER SENIOR WHAT IS THE OPPORTUNITY?Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? • Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability., • Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure., • Ensures work is produced and documented in alignment with quality and content requirements., • Provides clear and transparent updates on remediation progress, • Exercises independent judgment in identifying and assessing risk., • Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies, • Ensures observations and findings are documented and escalated to appropriate leadership., • Exercises effective communication and promotes positive client relations with business line colleagues and management, • Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered., • Provides 2LOD audit and regulatory exam support., • Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role, • Minimum 3 years of control assessment and validation experience, • Minimum 1 year of supervisory experienceAdditional Qualifications, • Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc., • Strong business knowledge of financial services, • Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology, • Strong knowledge of issue management practices with proven experience in issue management design and/or execution, • Ability to handle complexity and ambiguity, • Proven track record building strong relationships across multiple business functions, • Ability to deal effectively with conflict, • Well-developed influencing, analytical and problem solving skills, • Must be able to convey complex concepts in a clear and concise manner, • Ability to work independently with effective time and project management, • Ability to work in a matrix environment, • Strong interpersonal/teamwork skills, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Description Remote Teletherapist - Independent Contractor (1099) Seasoned Recruitment is seeking compassionate and highly skilled Teletherapists to join our network on a 1099 independent contractor basis. Take control of your career with the flexibility to set your own schedule while providing essential mental health services from the comfort of your home. Why Partner with Us? • 1099 Independent Contractor Status: Enjoy the autonomy and tax advantages of running your own practice., • Ultimate Flexibility: Design your work-life balance by setting your own schedule., • Guaranteed Pay Protection: We value your time. Receive guaranteed compensation for last-minute cancellations and client no-shows., • Provide virtual therapy and counseling services to clients through a secure teletherapy platform., • Conduct initial assessments, develop treatment plans, and document progress notes., • Maintain the highest standards of clinical care and professional ethics., • Must be licensed as an LPC, LPCC, LMFT, LMHC, LCSW, LICSW, or any equivalent and must not require supervision, • Must hold an active, unrestricted license in at least one US state or Puerto Rico., • Experience in providing teletherapy services is highly preferred., • Excellent communication, clinical, and documentation skills. If you are a motivated therapist ready to embrace the flexibility of a 1099 role, we want to hear from you ASAP! • Apply directly through this job posting., • OR Schedule a call directly on our calendar to speak with a recruiter: Click here to access our scheduling calendar

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 DescriptionJoin our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. ABOUT New York Life: New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. RECENT AWARDS AND ACCOLADES: · We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders. · We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years · We ranked 72ndon the prestigious Fortune 500 list for 2022. · BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. for the full list of recognition please visit: PERKS AT A GLANCE: Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.Flexibility - Can set your own schedule as you become more established and achieve work/life balanceGrowth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personallyCulture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factorsServe as a collaborative team player willing to furthering development through continued training opportunitiesSeek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial ProfessionalConsider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needsProvide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goalsDESIRED SKILLS & QUALIFICATIONS CoachableSelf-DisciplinedValues of integrity and honesty.Excellent communicator and relationship builder.Ability to work independently with a go-getter mindset.Life and health license is preferred.willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.Previous experience in sales, banking, financing, or other related fields is preferred.COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth OpportunitiesSponsorship of Licensing/CredentialingSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Plan3 for qualified individualsGroup Life and Disability Income InsuranceSubsidized Training during your first two yearsCompetitive Medical Coverage401(k) and a Pension Paln3 for qualified individualsGroup Life and Disability Income Insurance*For more information, please submit your resume and a management team member will connect with you. Job Type: Full-time Job Title: Agent Physical setting: OfficeSchedule: Self-determined schedule after completing all required trainingAbility to commute/relocate: Manhattan, NY 10271: Reliably commute or planning to relocate before starting work (Required)Education: Bachelor’s degree (Preferred)Work Location: One location 1Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 2The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type: Full-time Salary: $59,063.00 - $114,273.00 per year Benefits: 401(k)Employee assistance programFlexible scheduleHealth insuranceProfessional development assistancePhysical setting: OfficeSchedule: Choose your own hoursSupplemental pay types: Bonus payCommission payAbility to commute/relocate: Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)Work Location: Hybrid remote in Manhattan, NY 10007

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development, • Vision insurance Position Overview Benefit Quest is seeking a dynamic and experienced Account Manager to join our growing team. Will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients. Personal Lines Account Manager Key Responsibilities We are seeking a highly organized, client-focused Personal Lines Account Manager to oversee and service a growing book of personal lines insurance business. This role requires a proactive, detail-oriented professional with experience in home, auto, umbrella, and other personal lines products. Key responsibilities include: • Account Management: Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction., • Independence: Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team., • Client Service & Retention: Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships., • Quoting & Marketing: Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation., • Policy Administration: Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity., • Reporting & Documentation: Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities., • Carrier & Producer Collaboration: Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution., • Compliance & Knowledge: Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service., • Administrative Support: Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.This position requires a strong understanding of personal lines insurance, AMS360 proficiency, and excellent organizational and communication skills. Qualifications • Current Property & Casualty License., • 3 - 5+ years New York and New Jersey Property & Casualty Account Management experience., • Excellent verbal and written communication skills to build rapport and trust with clients., • Detail-oriented with strong organizational and time management skills., • Ability to work independently and as part of a team in a remote work environment., • Strong computer and technology skills. Proficiency in Microsoft Office Suite., • Experience with AMS360.Benefits, • Competitive salary commensurate with experience., • Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match., • Opportunities for professional development and career advancement.We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive. This is a remote position.

Job DescriptionWe are looking for an experienced Account Director to work with our clients to deliver the P10 experience. As a part of the team, you will play a pivotal role in building and maintaining strong client relationships, driving client success and account growth, and ensuring the successful execution of marketing campaigns and tactical pull through. You will be the conduit between our clients and the delivery team, collaborating closely with project management and your core internal team to ensure project delivery and client satisfaction. You have a deep understanding of pharmaceutical marketing, exceptional organizational skills, and a relentless commitment to client satisfaction. You will report to the Senior Director, Client Services. This role is open to candidates in PA, NJ or NY due to client travel requirements.Responsibilities: • Client Relationship Management:, • Build and cultivate strong, long-lasting client relationships., • Serve as the primary point of contact for clients, understanding their needs, objectives, and ever-changing challenges., • Proactively work to identify areas of opportunity to add value to your accounts. Strategic Account Management:, • Understand the client’s business, disease area(s), and brand/product strategy., • Work collaboratively with clients and the P10 internal team to develop and execute unique and powerful strategic marketing plans for your brands., • Collaborate with cross-functional teams to ensure the successful execution of marketing campaigns and projects. Financial Oversight:, • Work with the Director, Operations to manage account budgets, forecasts, and financial performance., • Identify opportunities for revenue growth and cost optimization while maintaining profitability.Requirements:, • Bachelor's degree in Communications, Marketing, Business or other related field., • 8+ years of experience in pharmaceutical advertising managing the development of HCP and/or DTC promotional campaigns. Experience with new product launches and label updates is a plus., • Proven track record of building and managing client relationships, continuously delivering successful marketing solutions and achieving revenue growth., • Strong understanding of medical, legal and regulatory compliance and MLR submission and approval process in the United States and/or Canada., • Excellent communication, negotiation, and presentation abilities.

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 DescriptionAt Morning Brew Inc., we mix what you need to know with our unique brand of wit to attract, and build real relationships with, the next generation of business leaders. We speak to them like people, ensuring they get the context and insight needed to make decisions every day. Loyalty and trust are our most valuable currencies. Whether scrolling, reading, watching, or listening, our audience trusts us for credible, entertaining business content that makes an impact on their personal and professional lives. The Morning Brew team is clever, creative, and growing fast. Want in? Read on. OVERVIEWThe Associate Director, Account Strategy will work across advertising partners in B2B verticals while overseeing a team of direct reports. They will be primarily a management role focusing on developing a team of managers + individual contributors. The team will be focused on pre-sale media strategy & planning and white-glove service in post-sale execution across our core newsletter offering through recap. The Associate Director will manage a team of direct reports. Our positions are remote hybrid; however, we have a strong preference for employees who can work from our Morning Brew HQ in NYC. WHAT YOU'LL DO The Associate Director, Account Strategy oversees a team that services the entire pre-to-post campaign lifecycle and owns all aspects of the program once the deal closes. You will be responsible for: - Media Planning & Strategy: Supporting the Account Executive team with pre-sale strategy based on client’s KPIs, budget, timing, capabilities, etc.- Client Onboarding: Owning the advertising partner’s transition from pre-sale to post-sale, supporting IO and other documentation logistics, booking in OMS system, establishing KPIs and other benchmarks for success and facilitating kick-offs.- White Glove Service: Facilitate smooth creative process, maintain campaign timelines, manage client feedback, and ensure approval prior to launch. - Reporting + Insights: Deliver campaign reporting, offer mid-campaign optimizations, and post-campaign delivery and wrap reporting.- Client retention, renewal and growth: Collaborate with the Account Executive team to develop client renewal strategy based on performance and client objectives.- Management: Hiring, onboarding, training & developing a team of direct reports. You will be responsible for managing team bandwidth, developing your managers on how to become coaches, hosting team meetings, and developing learnings & development trainings based on team needs. - Identifying Process Optimizations: Identifying, evaluating & suggesting key workflow optimizations to support cross-departmental teams. WHAT YOU'LL BRING- 8+ years experience in media working with cross-functional teams in a digital or creative environment- 5+ years of management experience working with minimum of 3 direct reports- training, managing + growing talent - Deep understanding of the digital media landscape, digital activations and execution, experience with custom/branded content, social media, and audio.- Deep experienceof pre-salemedia planning to build media plans, understand strategy + story-tell through planning- Ability to lead + coach on pertinent client presentations (i.e. kick-off meetings, mid-campaign reports, and wrap reporting decks) and manage client/agency relationships.- Drive Renewal + Incremental Opportunities- Ability to understand and interpret data to craft stories, make recommendations to drive account strategy, and incremental + renewal business. - Outstanding organizational and communication skills to manage multiple projects and internal work relationships- Strong problem solving skills and a solutions-oriented approach.- Strong EQ Skills: Ability to read the room & collaborate effectively, leaderships skills, executive presence.- Excellent verbal & written communication skills The ability to get the best out of the people and the projects you oversee and deliver feedback with tact- Passionate about Morning Brew and the work we do- No ego. BONUS POINTS- Familiarity with Google Drive, Keynote, Sheets, OMS, IMS and project management software like Monday.com- Experience in newsletters - Experience working with Pricing + Revenue Operations MANAGERIAL REQUIREMENTS- 5+ years of management experience- Responsible for hiring, onboarding + training of that individual and managing continuous check-ins.- Responsible for developing new managers. - Ability to prioritize workload + time management effectively. - Ability to provide direct feedback. - Ability to decipher when to be an individual contributor and when to be a manager. - Ability to support a direct report on their day to day work. - Ability to manage up appropriately to leadership. COMPENSATION $130K-135K base *Final offers for this job will be made within the parameters of the salary range provided, commensurate with experience. Total offer package to include benefits highlighted under our perks section below.HOW WE TREAT EACH OTHERRespectful Candor -- We believe that engaging in timely, constructive, and open discourse is an act of respect that makes for a more transparent and productive work environment.Empathy -- We establish a strong partnership of trust with our co-workers and partners. We build human connections in order to understand each other.Inclusivity -- Morning Brew Inc is deeply committed to fostering a transparently inclusive workplace environment, and people of color, women, people with disabilities, veterans, and LGBTQIA+ candidates are strongly encouraged to apply. HOW WE TREAT OUR WORKCuriosity -- We learn every day through deliberate inquiry and exploration. We re-examine assumptions to be a better company, offer better products, and become better colleagues.Accountability -- We celebrate our successes and own our failures. Taking responsibility for our actions allows us to learn from our experiences.Bias Toward Action -- We know speed matters in business so we embrace quick and calculated risk-taking. We understand that many actions are reversible and therefore we are solutions-oriented, even when facing obstacles and challenges.Challenger Mentality -- We don’t allow ourselves to be comfortable with our success. We are hungry to become the best and create more value for our audience.Clarity of Purpose -- We understand the “why” in our work, which helps us to operate at our highest level of performance and efficiency. PERKSWhile being surrounded by a bunch of cool people who look great in crewnecks is its own reward, we have plenty more to offer. Brew’s HQ: Pick an adjustable standing desk or cozy corner and load up on free coffee (duh) and snacks at our new two-story office space in NYC’s Flatiron District.401(k) employer match: We want to help you prepare for the future, now. Premium health, vision, and dental plans: Your health matters!Mental health benefits: Personalized plans and programs to promote your mental well-being.Extra help when you need it: Including a care concierge, plus free access to One Medical and the Calm app.Family planning: Want to join #brewparents? Generous paid parental leave and fertility coverage for eligible employees.Employee Resource Groups: Black Coffee, LGBTQ Brew, AAPI Brew, Cafe Con Leche, and GroundedGym and workout class reimbursements: It pays to be healthy.Annual learning credit: Want to learn something new? We'll reimburse you. BRIEF BREW HISTORYMorning Brew Inc. was founded in 2015 by two entrepreneurial college students who noticed their peers were not consuming legacy media resources about business and finance news, but had a high desire to learn about those topics. What started as a small on-campus email has since evolved into a multi-channel media company that operates 20+ unique content franchises. All while maintaining our witty, honest and engaging tone that millions of loyal MBI audience members rely upon daily to better navigate the world. In 2020 a majority stake in MBI was acquired by Axel Springer SE and in February 2025 that position was increased to full ownership of the business. Axel Springer SE is a family-owned, transatlantic media company headquartered in Berlin and New York that is committed to the values of a free and informed society. To learn more about Axel Springer SE and what defines us, visit axelspringer.com. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionTeleSales Representative - Remote About Us InsuraTec Services Group is seeking driven and passionate individuals to join our growing remote sales team. As a TeleSales Representative, you’ll play an important role in helping clients secure their financial future through personalized life insurance solutions. With comprehensive training, flexible hours, and a supportive environment, we’re here to help you succeed in building a rewarding career. Key Responsibilities * Client Relationship Management: Build and maintain strong relationships by understanding client needs and providing tailored insurance solutions. * Customer Support: Deliver exceptional service by assisting clients with insurance-related questions throughout the sales process. * Sales Excellence: Implement proven sales strategies to meet and exceed performance goals. * Qualified Leads Provided: Focus on sales—not prospecting. We provide leads; no cold calling required. * Remote Flexibility: Work from the comfort of your home with a schedule that fits your lifestyle. * Training & Licensing: Receive full training and guidance to obtain your life insurance license. Qualifications * Highly motivated and goal-oriented with a passion for sales. * Strong communication and interpersonal skills. * Entry-level welcome—no prior experience required. * Commitment to professionalism, integrity, and client care. * Enthusiasm for working in the financial services and insurance industry. What We Offer * Compensation: Commission-only structure with unlimited earning potential based on performance. * Support: Access to marketing resources and a wide portfolio of insurance products. * Work-Life Balance: Flexible scheduling to fit your needs. * Growth Opportunities: Clear paths for advancement within the company. * No Cold Calling: All leads are provided—no door-to-door or network marketing. If you’re excited about sales, motivated by success, and passionate about helping clients protect their financial future, we’d love to hear from you. Apply today and take the first step toward a rewarding career with InsuraTec Services Group. #ZR Company DescriptionInsuraTec is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates. We approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share growth and opportunities with everyone. The success of InsuraTec is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually. We are family focused, with a dream to make InsuraTec feel like a thriving home for our agents, managers, and support staff. InsuraTec was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive. You will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.InsuraTec is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates. \r\n\r\nWe approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share growth and opportunities with everyone. The success of InsuraTec is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually. \r\n\r\nWe are family focused, with a dream to make InsuraTec feel like a thriving home for our agents, managers, and support staff. InsuraTec was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive. \r\n\r\nYou will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.

Job Description Public Relations Account Director, B2B Tech (Hybrid or Remote) B2B Tech Public Relations | Method Communications The Opportunity Account Directors (AD) are mid-level managers and first-level people managers who manage and function as the day-to-day leads on multiple client accounts. You’ll be a hands-on team member actively engaged in day-to-day work activities as well as responsible for the leadership and overall direction of account teams including client service, staffing, training, organizational development, and quality control. You’ll be a member of Method’s Leadership Team, and collaborate with HR, Finance, and Operations on internal agency initiatives. Responsibilities Agency Leadership • Provide input on decision-making issues affecting the agency – new business, best practices, client service, and performance management, • Work with People Ops to motivate and lead a high-performance team; contribute to attracting, recruiting and retaining team members; deliver constructive and clear feedback to ensure level requirements are met, • Provide strategic guidance for clients and team leads on well-conceptualized and researched PR and integrated marketing programs, including handling sensitive client issues, solving problems, and evolving direction as necessary, • Execute and demonstrate Method’s Concierge Service Delivery Approach to your clients and teams, • Oversee the development of goals for internal team members and clients, leading teams to effectively execute against client strategy, • Coach and support Account Supervisors in guiding teams to collaborate and produce high-quality work effectively, • Develop strong written content and newsworthy pitches that align with client's business objectives and coach teams to do the same, • Expand personal/ professional network in order to enhance the Method brand and grow our client and client services portfolio, • Participate in new business pitches ensuring presentations are well-researched, prepared and polished, • Manage account team to ensure quality work is done, efficient processes are in place, and client requests are handled in a timely fashion, • Help track and manage budgets to assist the executive team and leadership team in performing their responsibilities, • Participate in account staffing and evaluating team structures to maximize account quality and profitability What We’re Looking For • Typically 6 - 10 years’ experience (or equivalent expertise and education) in public relations, communications, marketing and/or related fields, including research, advertising, management consulting, media and publishing, • Senior level ability to conceptualize and execute integrated communications programs that align with business goals and objectives, • Ability to build positive rapport and trusted advisor relationships with clients, • Adept at exercising excellent judgment and emotional intelligence in navigating difficult conversations, • Comfortable working with technology media across industry verticals, pitching stories, staffing briefings and providing targeted outreach to diverse audiences, • Established relationships with media, including journalists, analysts and other influencers, • Able to manage others and oversee multiple direct reports with different managerial requirements, working on both hard and soft skill development, • Strong editing and writing capabilities, • Passion for work and commitment to developing skills and helping team members learn on a daily basis What’s it like to work here? Relationships are paramount to life at Method, and we invest heavily in building and maintaining relationships with clients, journalists and each other. We work hard to deliver incredible results for our clients. We encourage new ideas, and we always celebrate wins together – both for clients and our teams. Method is made up of an award-winning team. Not only does the agency win awards, our people are consistently recognized for their excellence. We believe that begins with the recognition they get internally. Our leadership invests significant resources into employee mental health, well-being, education and development — and we praise outstanding performance regularly. What’s in it for YOU? • Flexible, hybrid work, • Generous Vacation and Wellness Time accruals, two weeks of full office closure, paid holidays, and 2 floating holidays, • Cell phone and internet cost reimbursement, • Employer paid Medical, Dental, and Vision Insurance, • Employer paid Health Savings Account (HSA), • 401K Plan with Employer Match up to 4%, • Free Employee Assistance Program (EAP) offering three confidential, face-to-face counseling sessions per issue per year, • Paid Family Leave, • $500 annual wellness stipend after 6 months of employment, • $1500 professional development stipend after 2 years of employment, • 4 weeks of paid sabbatical after 5 years of employment, • Leadership development and virtual training opportunities Salary Ranges We believe all employees should be rewarded competitively and equitably, using practices that are simple and transparent. We’ve provided the following salary ranges for the locations we operate in below due to their state regulations. If your market is not listed below, your specific salary band will be discussed during the recruitment process. Final compensation for this role will be determined by a number of factors including candidate’s education, relevant work experience and geographic location. • Salary Range: $105,000 - $135,000 Work Arrangement This hybrid role requires in-office presence at one of Method's locations (San Francisco, Salt Lake City, or New York City) for a minimum of two days per week. Candidates should be based within commuting distance of one of these offices or able to relocate. We welcome applications from qualified remote candidates who can accommodate periodic travel to a hub office for collaboration and team meetings. About the Company Founded in 2010, Method Communications is an award-winning technology marketing and public relations agency built for challenger brands and today’s most innovative companies. Our group is united through our core values – relationships, resourcefulness and results. We support each other to do exceptional work for our clients while also focusing on the health and well-being of our families, our communities and ourselves. We recognize our talented and diverse workforce as a key competitive advantage. Method encourages and actively supports diversity, equity, and inclusion through its policies and business practices, which include recruitment and hiring, compensation and benefits, career development and advancement, training, pro bono work, community programs, and affinity groups. Join a Quartz Best Companies For Remote Workers, PRWeek Best Places to work, and PRovoke Small Agency to Work For! To Apply We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. If you need reasonable accommodation at any point in the application or interview process, please let us know. To apply, please submit a resume. Method is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national or ethnic origin, mental or physical ability, genetic information, protected veteran status, or any other characteristic protected by law. Only engage with a representative at Method Communications if their email address ends with our domain, @methodcommunications.com. Method will never ask a candidate to purchase materials or share their financial information. Please read Method's Drug and Alcohol Testing Safety Policy.

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 Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

SR. AUDIT MANAGER- BSA/AML WHAT IS THE OPPORTUNITY?The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? • Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB), • Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations, • Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases., • Assists with the development of audit budget estimates for respective area of focus, • Assists with the development of the annual risk assessment and audit plan, • Leads and performs continuous monitoring activities periodically for the area assigned, • Maintains ongoing relationships with management of auditable units, • Keeps informed of new services, products and events that have a significant business and technology impact, • Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned, • Tracks and manages audit resources to meet the audit budget and audit plan mandates, • Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals., • Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop peopleAdditional Qualifications, • CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable, • A thorough understanding of regulatory and compliance policies and procedures., • Possess expert understanding of internal audit methodology and principles., • Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions., • Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment., • Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas., • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY?Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do • Assists with the development of audit budget estimates for respective area of focus., • Assists with the development of the annual risk assessment and audit plan, • Leads and performs continuous monitoring activities periodically for the area assigned, • Maintains ongoing relationships with management of auditable units, • Tracks and manages audit resources to meet the audit budget and audit plan mandates., • Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)., • Completes all required training., • Acts as a role model/mentor to lower level Auditors, • Enhances and maintains morale of the audit staff, • Performs on-the-job training of lower level auditors, • Evaluates and provides performance feedback to lower level auditors, • Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance, • Participates in interviews and evaluations of new applicants., • Keeps informed of new services, products and events that have a significant business and technology affect., • Bachelor's Degree or equivalent, • Minimum of 7 years of audit experience, • Must possess strong managerial, organizational, and verbal and written communication skills., • 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution, • Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations, • Experienced in managing and mentoring staff, • Excellent writing and communication skills Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST WHAT IS THE OPPORTUNITY?Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? • Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues., • Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices., • Monitor Fiduciary activities for adherence to CNB’s policies and procedures, including ongoing review of Fiduciary committee charters and reporting., • Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers., • Support development of reporting associated with Fiduciary activities to appropriate governance committees., • Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures., • Bachelor's Degree or equivalent, • Minimum 5 years within or related to financial services Additional Qualifications, • Knowledge of OCC Reg 9, • 5 years in a role requiring complex problem solving, • Investment product knowledge preferred, • Strong interpersonal and influencing skills – and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources, • Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses, • Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Proficiency with MS Excel and PowerPoint, • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities., • An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams, • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional, • Operate well under stress, even faced with tight timelines for ambitious deliverables, • Excellent relationship and stakeholder management skills, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Consulting Manager, ACBS Technical Lead Location: Pittsburgh, PA (preferred) or remote. USA ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Learn how Cognizant helps clients lead with digital at ___. COGNIZANT CONSULTING Within Cognizant is Cognizant Consulting, a global consulting organization delivering strategic and domain consulting through industry and technology expertise. With over 6,000 consultants worldwide, Cognizant offers high-value consulting services that improve business performance and operational productivity, lower operational expenses and enhance overall performance. Clients draw upon our deep industry expertise, program and change management capabilities, and analytical objectivity to help improve business productivity, drive technology-enabled business transformation and increase shareholder value. We provide several Business/IT Consulting Services including Business Strategy, IT Strategy & Roadmap Development, Process Re-Engineering & Transformation, Enterprise Architecture & Technology Selection, and Domain Solutions. The Cognizant Consulting team is a high-performing organization continually expanding our client base and increasingly recommended by analysts such as Forrester and Gartner. And we are growing! The Role We are looking for Consulting Managers, Technical Lead who can deliver within Cognizant’s Five Pillars of Consulting Excellence: 1) Project Execution, 2) Expertise, 3) Business Development, 4) Practice Development, & 5) People Development. As a Consulting Manager, this means partnering with clients and project stakeholders, colleagues to clarify requirements and support delivery of effective solutions; applying technical and domain expertise to solve core client business challenges or inefficiencies; developing and strengthening domain knowledge and maintaining an accurate understanding of Cognizant’s industry propositions and consulting capabilities; supporting business development activities of senior leaders; contributing to the development of practice initiatives or new service offerings (e.g., Strategic Control Points, development of consulting assets); and being an inspiring colleague, promoting team motivation, partnership, and ownership for projects. In addition to enabling consulting excellence through the Five Pillars of Consulting, the specific requirements for this position are below. Our solutions are in demand and we’re passionate about making a difference. If you have experience with the above, are a selfless leader, and are committed to client-facing environment; if you want to grow your career with a team that wants to build something great together, we want to hear from you! Apply now! Summary We are seeking a seasoned FIS ACBS Technical Lead with strong expertise in Lansa and IBM AS400 (iSeries) platforms to support Change the Bank (CTB) initiatives for Commercial and Institutional Banking (C&IB) operations. The role focuses on driving system enhancements, modernization, and integration efforts across the ACBS ecosystem while ensuring platform stability and scalability. Responsibilities * Lead the design, development, and implementation of ACBS enhancements, upgrades, and interface integrations. * Translate business and functional requirements into scalable technical solutions across ACBS modules. * Develop, maintain, and optimize Lansa and RPGLE programs supporting new business capabilities. * Oversee integration with enterprise systems via MQ and API services. * Partner with product and infrastructure teams to plan and execute ACBS version upgrades, patch deployments, and regression testing. * Contribute to cloud transition initiatives (e.g., IBM cloud) and support data migration and connectivity re-establishment. * Mentor offshore development teams, perform technical reviews, and ensure adherence to best practices and quality standards. Required skills and experience: * 8–12 years of experience in IT with 5+ years in FIS ACBS application development and enhancement. * Hands-on experience in Lansa, RPGLE and SQL on AS400/iSeries platform. * Strong understanding of ACBS technical architecture, data model, and batch processes. * Proven experience in CTB delivery – new feature development, release management, and environment coordination. * Exposure to ACBS upgrades, API enablement, and automation initiatives. * Excellent analytical, problem-solving, and stakeholder engagement skills. Work Authorization: Must be legally authorized to work in Canada without the need for employer sponsorship, now or at any time in the future. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: * Medical/Dental/Vision/Life Insurance * Paid holidays plus Paid Time Off * 401(k) plan and contributions * Long-term/Short-term Disability * Paid Parental Leave * Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Radiology - Teleradiology Physician at SMART Physician Recruiting, LLC summary:.SMART is seeking remote, board-certified Radiologists to provide teleradiology services for a client in New York.Coverage is needed starting October 1, 2024, across multiple shifts with specific volume expectations and E

INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY?Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? • Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues., • Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices., • Monitor activities of the network affiliates for adherence to CNB’s networking agreements and RNDIP policies and procedures, • Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate., • Support development of reporting associated with RNDIP activities to appropriate governance committees., • Track completion of required training for RNDIP programs across LOBs., • Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary., • Bachelor's Degree, • Minimum 3 years within or related to financial services Additional Qualifications, • 3+ years in a role requiring complex problem solving, • Investment product knowledge preferred, • Strong interpersonal and influencing skills – and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources, • Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses, • Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Proficiency with MS Excel and PowerPoint, • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities., • An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams, • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional, • Operate well under stress, even faced with tight timelines for ambitious deliverables, • Excellent relationship and stakeholder management skills, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

A company is looking for a Remote Licensed Clinical Psychologist to provide high-quality mental health services remotely across the United States.Key Responsibilities Provide virtual therapy sessions to a diverse client base Assess and diagnose mental health conditions using standardized methods

Job Description Location: US / Remote Team: Customer Success About Gelt Gelt is a tech-driven tax services company providing premium tax solutions for closely-held businesses, high-net-worth individuals, and investors. Our mission is to optimize our clients’ taxes and ensure compliance by utilizing our proprietary tax platform and team of expert in-house professionals. The Role As a Customer Success Manager at Gelt, you will take ownership of key parts of our clients’ experience. From activation through early adoption, you’ll ensure a seamless transition into our platform and services, and then monitor broader portfolio dynamics — identifying risk, operational gaps, and expansion opportunities. Your role bridges operations, client experience, and growth — you’ll ensure our clients start strong, our onboarding engine scales, and our client base is proactively managed for success. What You’ll Do • Lead end-to-end onboarding for new clients: manage timelines, collect information, coordinate across internal teams, and ensure readiness for service delivery., • Oversee key commercial workflows including billing updates, payment coordination, service renewals, and addressing related client questions., • Maintain portfolio-level visibility: monitor deadlines, deliverable status, usage patterns, and potential service gaps., • Surface risks and opportunities: identify clients with emerging needs (e.g., lifecycle milestones, new business activity) and collaborate with our tax team on upsell opportunities., • Support internal stakeholders: prepare data summaries, analyze trends and identify client portfolio insights., • Collaborate with Gelt’s tax operations team in implementing service workflows improving client experience, driving adoption and scaling our success engine. What We’re Looking For • 2+ years of experience in client-facing roles — ideal backgrounds include customer success, account management, operations or professional services in either financial services firms (preferably tax/accounting) or technology startups., • Exceptional organizational skills and comfort managing multiple projects and client portfolios., • Excellent communication skills (written and verbal)., • Comfortable working in a scaling, fast-paced environment where processes are constantly evolving., • Comfortable learning new tools and workflows., • Passionate about what they do, • Fast and creative thinkers and doers Please email your CV and a short cover letter indicating your passion for the position to Company DescriptionGelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWI, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWI, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.

Job DescriptionLocation: METRO NYC (Hybrid – Office, Field, and Remote) Company: Churchgate Protective Services Employment Type: Full-Time Compensation: Base Salary $40,000–$50,000 + Commission About Us: Churchgate Protective Services is a trusted security firm providing professional guard services throughout New York. We’re expanding and seeking a motivated, results-driven Sales Representative to help grow our client base by securing new business contracts with commercial, residential, and other industries where security services are essential. Position Overview: The Sales Representative will focus on generating new business opportunities, building relationships with potential clients, and closing security service contracts. This role combines office, field, and remote work — ideal for a self-motivated professional with strong networking and communication skills. Key Responsibilities: • Prospect and identify potential new client sites across various industries (residential, commercial, retail, hospitality, construction, etc.), • Conduct outreach through calls, emails, networking, and in-person visits, • Build and maintain relationships with decision-makers (property managers, business owners, directors), • Prepare and present proposals for security contracts, • Negotiate contract terms in alignment with company standards, • Collaborate with operations and HR teams to ensure successful account setup and staffing, • Meet and exceed monthly and quarterly sales goalsQualifications:, • Proven experience in sales or business development, preferably in security, facility management, or staffing, • Strong communication, negotiation, and presentation skills, • Self-starter with a results-driven mindset, • Familiarity with the NYC metro area and local businesses is a plus, • Valid driver’s license and reliable transportation preferredCompensation & Benefits:, • Base salary: $40,000–$50,000, • Commission structure based on performance, • Opportunities for advancement, • Flexible hybrid work (office, field, and remote) Job Types: Full-time, Part-time, Contract Benefits: • 401(k) matching, • Paid time off, • Work from home

Job Description Manager / Senior Manager Client Services US – Full time Talented or aspiring salespeople who are persistent, eager to learn and have a solid background in Market research will thrive in this role. The Manager / Senior Manager of Client Service position is for someone who has a couple of years of experience in account management or client services or wants to move into that field and advance into next steps of their career. This client-centric sales position is focused on expanding and deepening client relationships, identifying new areas of delivery, and optimizing client satisfaction. If you long for a nimble and agile environment where you, as a Client Service Manager, can be mentored and supported within a well-developed team structure, contribute with new ideas, and see tangible results and impact, EyeSee is the right place for you. What do we do? EyeSee is one of the fastest-growing global behavioral insights companies based in New York, Ghent, Paris, London, Belgrade, Mexico City, and Singapore. By using an award-winning combination of remote methods such as eye-tracking, facial coding, virtual shopping, and survey, we measure and enhance the impact of shopper marketing, advertising, innovation, UX, and e-commerce. We leverage innovative technology to bring highly reliable behavioral research to global clients such as Mondelez, Google, Twitter, Microsoft, Colgate-Palmolive, and many others. Our ambitious growth opens exciting new possibilities across the globe – and deepening and expanding our client accounts in the US is one of our priorities. How do we work? The team at EyeSee is excited about innovation, problem-solving, and ensuring our clients receive the best value out of our reliable behavioral research. Our culture is one of experimentation, invention, personal growth, and courage in tackling business challenges, with a pinch of unique character. Our grit and resourcefulness helped us grow from a two-person Belgian startup into a recognized global player in the Insights industry - and we are enjoying the ride! We believe that personal fulfillment, sustainable company growth, and client success can, and should, reinforce each other. What is this role about? Our mission is to make behavioral insights the norm – Managers of Client Service at EyeSee will work with client-side stakeholders to help them exponentially improve the way they obtain insights about consumers or users. This role requires a deep understanding of client needs and our growing portfolio of solutions, coupled with adaptability to different industry verticals (CPG, Healthcare, Media, Tech, etc.). Through expanding and fortifying client relationships in the US market, you will support our Client Service Directors on their strategic global account management efforts while in parallel independently leading tactical client accounts and honing your Client service skills. • Grow existing client accounts and establish new buyers within them that would benefit from EyeSee’s scalable remote solutions, • Develop and sustain client relationships through meetings, presentations, networking, conferences, etc., • Drive an increase in sales to achieve our ambitious growth plans and increase account ARPA (average revenue per account), • Present EyeSee’s capabilities to Fortune 500 global companies, understanding their business outlook and demonstrating how EyeSee could partner them in the long-term, • Stay current with the competitors' strengths and weaknesses; effectively articulating EyeSee's unique competitive advantage in the market, • Extract the maximum value out of EyeSee’s CRM tools to foster client retention, • Collaborate with other teams (Brand and Communication, Pre-sales, Insights, Product, R&D) to push our growth forward. If you are all about fostering and growing client relationships, are a great communicator, eager to grow in a new position selling complex products, are flexible and ready to learn from a team of experienced business developers and account managers, this position might be the perfect next step in your journey. Please note that we are looking for the right profile and ambition fit - and less so for an exact number of years of experience. • 3+ years of experience working in market research or consumer behavior – strong research background and understanding, • 2+ years of sales experience in a market research environment, OR a strong desire to move into a commercial role within market research, • Native-level spoken and written English, • Excellent negotiation skills, • Record of success in sales if coming from a previous commercial role, • Proven Skillset in account management, customer communication, presenting & proposal-building if coming from a previous commercial role, • Strong team-playing and hands-on mentality, • Problem-solving thinking and decision-making abilities, • Interest in innovation, consumer insights, and marketing, • Work in a fast-growing, technology-driven research company, • Competitive base pay and uncapped/progressive commissions, • Education and development budgets, • 23 days of paid holiday leave (including company closing between Christmas and New Year), • Mobile phone subscription, • International and adventurous team building trips, • And many other personalized & fun benefits! We look forward to meeting you!

Job Description JUNIOR CLIENT SERVICES ASSOCIATE: Facilities USA & Guard Services USA STAFFING OR TEMP FIRMS PLEASE DO NOT CONTACT US. Facilities USA - and Guard Services USA - THIS IS NOT A WORK FROM HOME POSITION. Who We Are & Our Culture • Facilities USA and its sister company Guard Services USA is a great place to work with great benefits and opportunities for advancement., • We are emerging leaders providing facilities management services and security staffing in the real estate industry. We are growing fast and seeking only the best to help build our future., • Able to process a large amount of work quickly. Can work with minimal supervision. Very organized, • Strong time-management, • Precise attention to detail, • $55,120 per year plus profit sharing plus and all additional benefits brings total compensation close to or above $80,000 per year., • Monthly MetroCard,, • After 3 months: full major medical, 401(k) with 5% matching, generous vacation. Staffing Security Requests • Verify monthly preventative inspections. Resolve client requests and schedule needed service, • Provide daily updates on open non-PM requests. Close out tickets in internal and client systems, • Affiliate Management (Pest Control), • $55,120 per year, monthly MetroCard, all paid major holidays., • After 3 months: full major medical, 401(k) with 5% matching, generous vacation., • 401(k) with 5% match., • Full health insurance after 3 months., • Paid time off (vacation, personal/sick days, federal holidays)., • Professional development assistance., • Retirement plan. Schedule: • 8-hour shift (NOT remote), • Monday–Friday., • No nights., • Some overtime available.

Board Certified Behavior Analyst (BCBA) Time to Shine is built on the backs of the tireless BCBAs and providers who elevate children to greater heights. We believe in fostering a culture of collaboration, open communication, and continuous learning. Join our team and make a difference! We are seeking highly motivated and experienced BCBAs to join our ABA therapy agency. The ideal candidates have extensive experience working with children with autism, behavioral therapy experience, and a deep commitment to excellent customer service. Job Type: Full-time and part-time option Pay: $70.00 - $95.00 per hour Work Location: In person, hybrid, or remote Responsibilities: * Conduct individualized skill and behavior assessments. * Develop and supervise the implementation of individualized treatment plans. * Provide parents training to ensure families are equipped with the tools necessary to promote their child's success. * Provide supervision and ongoing training to your RBTs. * Evaluate client progress through data collection. Requirements: * ***Mandarin speaking * Master's degree in applied behavioral analysis, psychology, or education. * BCBA certification * At least 1 year of experience in providing ABA therapy services. * Excellent communication and interpersonal skills. * Critical thinking and problem-solving skills. Benefits: * Competitive annual salary * Paid time off, holidays, sick days, and personal days * Health benefits including medical, dental, and vision * Ongoing 1:1 mentorship from your regional director * Access to free and extensive trainings and CEU library * Career advancement and growth opportunities * Bonus incentive program for employee referrals If you are a passionate and experienced BCBA who is committed to improving the lives of individuals with autism and related disorders, we encourage you to apply for this exciting opportunity. We offer competitive salary and benefits packages, a supportive and collaborative work environment, and opportunities for professional growth and development. Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Paid time off * Parental leave * Professional development assistance * Vision insurance Compensation Package: * Bonus opportunities Schedule: * After school * Choose your own hours

Job DescriptionFriends of Firefighters is seeking an experienced counselor to contribute to our mission of delivering inclusive counseling services tailored to the unique needs of the first responder community. This position will be responsible for providing counseling services to active and retired first responders and their families, and sessions vary but may include individuals, couples, or groups. Rate: $37-45 per hour, dependent upon experience. Responsibilities: • Provide mental health counseling services to individuals and groups, including assessment, diagnosis, treatment planning, and therapy., • Maintain accurate and up-to-date client records, including progress notes and individualized treatment plans, in accordance with Friends of Firefighters policies and procedures., • Follow all applicable laws and regulations set forth by the State of New York, and all other applicable regulatory bodies., • Collaborate with other mental health professionals, medical professionals, and social service providers to ensure that clients receive comprehensive and coordinated care., • Provide crisis intervention services as needed., • Communicate effectively with clients, families, and Friends of Firefighters to provide education, support, and advocacy., • Adhere to ethical and professional standards of practice, including maintaining confidentiality, obtaining informed consent, and avoiding conflicting relationships., • May include other duties as requested by Friends of Firefighters. Qualifications:, • Master's degree in social work, counseling, psychology, or a related field from an accredited institution., • Current licensure as a mental health counselor or social worker in the state of New York., • Strong clinical skills, including assessment, diagnosis, treatment planning, and therapy, with a commitment to providing patient-focused care., • Excellent communication, interpersonal, and organizational skills., • Trauma care or other related experience highly preferred., • Ability to work flexible hours based upon client needs.

Job Description $125–150k base + performance-based bonus + comprehensive benefits Hybrid schedule | 1 day IN OFFICE in SOHO/4 days Remote Hours: 9:00am–5:00/6:00pm ET (occasional flexibility) Seeking a polished, discreet, and highly organized Executive Assistant to support a fantastic Vice President in a 1:1 capacity. This individual will play a critical role in ensuring seamless daily operations, managing complex logistics, and serving as a professional liaison to clients and partners in the UHNW space. This is an excellent opportunity for a career Executive Assistant who values professionalism, autonomy, and exposure to a refined client base within the financial and insurance sectors. What You’ll Do: • Provide comprehensive 1:1 support to the Vice President, managing a complex and fast-paced calendar, • Coordinate meetings and act as a professional liaison with clients, advisors, and business partners, • Book detailed domestic and international travel, • Assist with client events — overseeing logistics, vendors, and onsite coordination, • Handle light personal assistance such as reservations, gifts, and occasional travel arrangements, • Manage administrative tasks including maintaining Salesforce data, and preparing presentations in PowerPoint and Excel, • Collaborate with design and marketing teams on client materials, event coordination, and special projects, • Leverage technology (Outlook, Salesforce, ChatGPT, Excel, PowerPoint) to improve efficiency and organization, • Represent the VP professionally in meetings, taking notes, ensuring follow-through, and maintaining confidentiality What We’re Looking For: • 5+ years of experience supporting senior-level executives, ideally within financial services, life insurance, or UHNW client-facing industries, • Impeccable discretion, judgment, and attention to detail, • Exceptional written and verbal communication skills, • Strong organizational and project management abilities, • Proactive mindset with the ability to anticipate needs and operate independently, • Professional polish and the ability to confidently engage with high-level clients and partners, • Proficiency in Microsoft Office Suite; Salesforce experience a plus You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Job Description Firm Overview: Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Job Opportunity and Responsibilities: Stable Rock is seeking a highly collaborative, skilled and detail-oriented Manager to join and support the Accounting & CFO Services team. The ideal candidate will play an important role by preparing and analyzing financial information and ensuring accuracy and compliance. This position offers a unique opportunity to work with a variety of businesses across different industries and at different stages of their lifecycle, contributing to their financial health and success. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility. Key Responsibilities: • Develop an understanding of a client's business and aspects of their industry., • Client write ups and prepare financial statements on a monthly, quarterly, and annual basis., • Review and prepare clear and concise working papers., • Organize and consult with clients on transactional issues., • Assist with onboarding new clients., • Preparation of Key Performance Indicators (KPIs) and other management reports., • Assisting and maintaining clients' annual operating plan/budgets., • Provide training for new clients and staff in the use of shared software applications., • Manage multiple client engagements and projects concurrently with assigned teams., • Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams., • Contribute to special projects, as needed. Qualifications, Skills, and Experience: • Education: Bachelor's degree in Accounting, Finance, or related field required., • Experience: 5-7+ years of progressive experience in public accounting or related experience. Experience in Client Account Services is a plus., • Certifications: CPA certification required., • Skills and Qualifications:, • Demonstrated understanding of U.S. Generally Accepted Accounting Principles (GAAP) and ability to apply them to financial reporting and analysis., • Ability to manage multiple clients/projects and deadlines and handle a fast-paced environment where you can work both autonomously and, in a team-oriented setting., • Exceptional organizational, interpersonal, and communication skills., • Initiative, commitment to professional development, attention to detail, and client service excellence., • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally., • Ability to problem-solve and think both creatively and logically., • Software and Technology: High proficiency in Microsoft Excel and Word, knowledge of accounting G/L software such as Xero, QuickBooks (desktop and online), NetSuite, and Sage Intacct. Knowledge of E-Commerce platforms, inventory and SaaS software a plus. Location: Hybrid (New York, NY or Elmsford, NY) Compensation: Highly competitive all-in comp ($95,000 to $125,000) Benefits: • Medical, Dental, and Vision, • Health and Flexible Savings Accounts, • 401(k), • Paid time off Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to . Job Posted by ApplicantPro

Job DescriptionBenefits: • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development Rate: $48-53 per hour Responsibilities: • Provide mental health counseling services to individuals and groups, including assessment, diagnosis, treatment planning, and therapy., • Collaborate with other mental health professionals, medical professionals, and social service providers to ensure that clients receive comprehensive and coordinated care., • Collaborate with the administrative team, supporting the intake and scheduling of clients for groups or providing referrals to external sources as deemed necessary., • Maintain accurate and up-to-date client records, including progress notes and individualized treatment plans, in accordance with Friends of Firefighters policies and procedures., • Assist in the assessment and intervention of difficult client situations per Friends of Firefighters guidelines, ensuring high quality care, effective treatment plans, and appropriate documentation and reporting of clinical escalations., • Communicate effectively with clients, families, and Friends of Firefighters to provide education, support, and advocacy., • Adhere to ethical and professional standards of practice, including maintaining confidentiality, obtaining informed consent, and avoiding conflicting relationships., • May include other duties as requested by Friends of Firefighters.Qualifications:, • Master's degree in social work, counseling, psychology, or a related field from an accredited institution., • Current licensure as a mental health counselor or social worker in the state of New York., • Strong clinical skills with children and families, including assessment, diagnosis, treatment planning, and therapy, with a commitment to providing patient-focused care., • Excellent communication, interpersonal, and organizational skills., • Trauma care or other population-related experience highly preferred. The above job description is not intended to be a complete list of responsibilities for the position. Friends of Firefighters reserves the right to modify job duties as necessary to meet business and client needs. Friends of Firefighters is an Equal Opportunity Employer (EEO), and we encourage candidates from diverse backgrounds, including those who may not check all of the traditional boxes, to apply. Your unique lived experiences and perspectives are essential to our mission to be able to serve our clientele with empathy, understanding, and cultural competence. We are dedicated to ensuring equal opportunities for all applicants. If you require application assistance or accommodations throughout the application process, please do not hesitate to reach out to us at or by contacting the job poster.

Job DescriptionBenefits: • Custom Supervision, • 401(k), • 401(k) matching, • Competitive salary, • Employee discounts, • Flexible schedule, • Paid time off, • Profit sharing, • Opportunity for advancement, • Bonus based on performance, • Company parties, • Training & development, • Wellness resources Mental Health Therapist - Limited Permit Job Description: We are seeking a motivated and compassionate Mental Health Therapist with a limited permit to join our dynamic and growing team. As a Mental Health Therapist, you will provide counseling and therapy services to individuals and families facing mental health challenges. You will work collaboratively with clients to identify their mental health concerns, develop personalized treatment plans, and implement evidence-based interventions to foster positive outcomes. Responsibilities: • Conduct comprehensive assessments to identify mental health concerns and determine appropriate treatment plans., • Develop and implement individualized treatment plans tailored to client needs and goals., • Provide individual, and couples therapy services., • Collaborate with clients' families, primary care providers, and other healthcare professionals to ensure coordinated care., • Maintain accurate and timely clinical documentation in compliance with state regulations., • Participate in ongoing training and professional development to stay current with best practices in the field.Qualifications:, • Master's degree in Mental Health Counseling (MHC)., • Limited permit to practice as a Mental Health Therapist in the state., • Experience working with individuals and families with mental health issues., • Strong assessment and treatment planning skills., • Excellent communication and interpersonal skills., • Ability to work independently and as part of a team., • Proficient with technology., • Bilingual in Spanish, Creole, or French preferred., • Seeking licensure or currently holds a Limited Permit in NYS.Benefits:, • Competitive salary and comprehensive benefits packages., • Opportunities for professional growth and development., • Supervised hours towards full licensure., • 401K plan., • Profit Sharing., • Personal Monarch website., • Psychology Today profile., • Zocdoc profile., • Access to notedesigner.com., • Access to therapistaid.com., • Stipend for CEIf you are a dedicated and compassionate Mental Health Therapist with a limited permit, we encourage you to apply for this exciting opportunity to make a meaningful difference in the lives of others. Join our team and help us provide exceptional care to those in need. This is a remote position.

Job DescriptionOur client is adding a highly skilled Senior Complex Claims Consultant to their Professional Liability team. This individual will be responsible for resolving sophisticated matters tied to executives, corporations, and financial institutions. The position requires strong technical expertise, sound decision-making, and the ability to manage sensitive, high-profile claims with confidence. This person will have the ability to work remote. • Manage and oversee a portfolio of Professional Liability claims with a focus on matters involving corporate executives, financial services organizations, workplace practices, employee benefit plans, and financial crime., • Conduct thorough assessments of coverage, liability, and damages, while ensuring accurate reserving throughout the life of each claim., • Develop and execute resolution strategies, including negotiation, mediation, or litigation oversight., • Provide clear updates to internal leadership and collaborate closely with outside counsel, brokers, and insured clients., • Monitor litigation progress and ensure external partners are aligned with company expectations regarding budget and strategy., • Identify claim trends and provide insights to underwriting and product teams to help refine offerings and anticipate emerging risks., • Represent the company in settlement discussions, industry events, and client meetings when appropriate.Qualifications:, • 7+ years of complex Professional Liability claims experience within executive risk, financial services liability, or related specialty lines., • Must be well versed in at least one or more of the following lines: D&O, E&O, EPL, MPL, or Fiduciary., • Strong grasp of insurance coverage analysis, legal process, and dispute resolution., • Bachelor’s degree required; advanced credentials (law degree, CPCU, RPLU, or equivalent) highly valued., • Proven ability to manage high-exposure claims independently and deliver timely results., • Exceptional communication skills, with the ability to build trust and credibility at all levels., • Organized, detail-oriented, and able to thrive in a fast-moving environment., • Comfortable handling a high volume of work while maintaining professionalism and accuracy.Salary/Benefits:, • $150,000 to $190,000+ annual base salary (depending on experience) plus 15-25% Annual Target Bonus, • Flex schedule and ability to work remotely, • Extremely competitive Medical, Dental, Vision and Life plans, • Employer matching 401(k) plan

Description We are seeking a Lead Transmission Line Engineer who will manage a collaborative and dynamic team working in a fast-paced environment, solving challenging problems involved with electric transmission. The successful candidate will serve as a Lead Engineer and Technical Project Manager on high voltage electric transmission line design projects of overhead and underground systems for some of the largest utilities in the country as well as regional utilities. The candidate will apply NESC, ASCE, ACI, NEC, and other applicable standards in the engineering and design of all types of capital and maintenance projects from 34.5 kV to 765 kV. Additionally, the candidate will direct a team of engineers that regularly perform engineering analyses, PLS-CADD modeling, structure loading calculations, foundation design using MFAD and/or LPILE, design structure framing and hardware assemblies, draft plans and specifications, and prepare bill of materials and procurement documents across project planning, engineering, environmental, permitting, and construction management phases. The successful candidate can expect a fast-paced, diverse work environment and flexible work hours/work arrangements as well as a manager and peers who will encourage career development and growth! In addition, the successful candidate will be involved in applying AI, automation, and digital design platforms to streamline grid modernization and increase design efficiency. This is a senior leadership role with primary responsibilities in client relations, staff management, proposal development, scope creation/change, project execution, and new business capture for the team’s full book of work. The successful candidate will be able to communicate clear expectations, goals, and vision; manage the performance of direct reports; motivate, coach, and mentor skilled professionals; and appropriately delegate project work. The candidate must be capable of managing collaboration and a positive team culture to achieve successful results. Location: This position is a hybrid work position with the potential for remote work for the right candidate located in Pennsylvania, Ohio, or West Virginia. Relocation assistance may be available for qualified candidates. The Challenge: • Direct multiple design teams simultaneously executing various projects and programs for multiple clients., • Develop a team of engineers by training, coaching, and nurturing Leidos’ engineering talent., • Supervise staff by approving timesheets and running the annual performance review process., • Participate proactively as a member of the leadership team of the Transmission Line Section., • Create responses to RFPs, RFIs, and RFQs from clients for new work, including proposal creation and definition of scope of work., • Possess a growth mindset to foster creative problem solving for our clients’ most complex issues., • Promote continuous improvement to develop streamlined processes and tools that facilitate improvements to departmental technical resources via innovation and automation., • Delegate tasks to staff, forecast and plan their future workload, and run recruiting activities to support aggressive growth goals., • Drive the quality control process for the execution team to ensure the highest level of quality in all deliverables., • Liaise with clients to maximize affinity, facilitate business development growth, and foster long-term relationship building., • Manage portfolio health by leveraging Project Managers to independently drive and monitor scope, schedule, and budget. Accountability for schedule compliance requires high awareness and support from assigned Lead Engineers. What Sets You Apart (Required): • Bachelor’s degree in Civil, preferred, or Mechanical Engineering with eight plus (8+) years of relevant experience in the design of high voltage electric utility transmission systems., • Expertise in PLS-CADD and PLS-POLE., • Engineer In Training (EIT) certification., • Work effectively in a team environment; can also work independently., • Track record of outstanding communication to serve as primary point of contact for existing and perspective clients., • Business acumen with a record of understanding and meeting key project performance metrics., • Working onsite in a Leidos or client office is a possibility; some periodic travel may be required., • Ability and passion to develop staff through mentoring. Favorable If You Have: • Two plus (2+) years of supervising staff., • M.S. degree in Structural Engineering., • Experience with TOWER., • P.E. certification or the ability to achieve P.E Certification in 6 months., • Experience with LPILE or FAD, Mathcad, AutoCAD or MicroStation, and Geographic Information Systems (GIS) is a plus. Why Leidos: At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers’ success. We empower our teams, contribute to our communities, and operate sustainably. Everything we do is built on a commitment to do the right thing for our customers, our people, and our community. Our Mission, Vision, and Values guide the way we do business. We take care of our employees. Leidos seeks the best and the brightest, and in return, we invest in you, with an eye on your future, through career advancement, growth opportunities, and continuous improvement via mentoring, formal and informal project management training and assistance with obtaining pertinent certifications. We challenge you to help solve some of the world’s toughest problems, and reward you with a welcoming culture that recognizes the importance of a strong work/life balance, as well as competitive compensation and benefits. We believe that diversity and inclusion make us all better and offer the chance to have fun and make a difference. We value and support the well-being and mobility of our employees with competitive benefit packages, complementary e-learning training, work-life flexibility, an exciting External Referral Program, and a diverse, inclusive, and ethical workplace. Our recognition as an industry leader is confirmed by the latest national rankings by Engineering News-Record (ENR) ranking Leidos within the Top 10 T&D Firms, and Top 10 Power Firms. If this sounds like the kind of environment where you can thrive, keep reading! Are you ready to make an impact? Begin your journey of a flourishing and meaningful career; share your resume with us today! PowerDelivery PDSTLINE At Leidos, we don’t want someone who "fits the mold"—we want someone who melts it down and builds something better. This is a role for the restless, the over-caffeinated, the ones who ask, “what’s next?” before the dust settles on “what’s now.” If you’re already scheming step 20 while everyone else is still debating step 2… good. You’ll fit right in. November 3, 2025 For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days with an anticipated close date of no earlier than 3 days after the original posting date as listed above. Pay Range $89,700.00 - $162,150.00 The Leidos pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. About Leidos Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 47,000 global employees, Leidos reported annual revenues of approximately $16.7 billion for the fiscal year ended January 3, 2025. For more information, visit ___. Pay and Benefits Pay and benefits are fundamental to any career decision. That's why we craft compensation packages that reflect the importance of the work we do for our customers. Employment benefits include competitive compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available at ___. Securing Your Data Beware of fake employment opportunities using Leidos’ name. Leidos will never ask you to provide payment-related information during any part of the employment application process (i.e., ask you for money), nor will Leidos ever advance money as part of the hiring process (i.e., send you a check or money order before doing any work). Further, Leidos will only communicate with you through emails that are generated by the Leidos.com automated system – never from free commercial services (e.g., Gmail, Yahoo, Hotmail) or via WhatsApp, Telegram, etc. If you received an email purporting to be from Leidos that asks for payment-related information or any other personal information (e.g., about you or your previous employer), and you are concerned about its legitimacy, please make us aware immediately by emailing us at ___. If you believe you are the victim of a scam, contact your local law enforcement and report the incident to the ___. Commitment to Non-Descrimination All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. Leidos will also consider for employment qualified applicants with criminal histories consistent with relevant laws.

A company is looking for a Remote Tax Professional.Key Responsibilities Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools Generate business growth, increase client retention, and offer additional products and services Communicate and coordina

About Extension Health Extension Health is a full-stack platform for proactive, personalized healthcare—combining cutting-edge diagnostics, longevity therapeutics, and concierge-level experience to optimize human performance and extend healthspan. We provide unmatched access to advanced longevity medicine, bespoke care pathways, and white-glove service under the leadership of Regenerative Medicine Expert- Dr. Jonathann Kuo and his team of expert doctors. As an early innovator in the rapidly expanding concierge longevity care market, Extension Health has achieved 95% growth through word-of-mouth. In addition to cutting edge diagnostic, therapeutics and the safest and most trusted Peptide therapies, we are also now introducing a tiered membership model aiming to establish a new benchmark for health optimization. The Extension Health office location is currently in the West Village in New York, with a number of other locations planned to open in New York, Philadelphia and Miami in the coming year. Role Summary We’re seeking a strategic and execution-oriented VP of Operations to oversee the daily operations of our clinic, concierge medical services and membership program. This leader will be responsible for building and managing a best-in-class patient experience while ensuring operational excellence across clinical and non-clinical teams. The ideal candidate is a proven operator with experience managing teams of up to 20 people in operationally intensive environments, particularly in healthcare, luxury hospitality, or high-touch wellness services. Key Responsibilities • Lead and manage all day-to-day operations across the clinic, membership and concierge services, • Oversee cross-functional teams, including a Senior Operations Manager, patient services, clinical operations, support staff, membership relations and client success, • Partner with clinical leadership to streamline care delivery and elevate the patient experience, • Manage supplier relationships to ensure efficient supply of the most trusted therapeutic products, • Design and implement scalable systems, SOPs, and processes to improve efficiency and quality of delivery of all concierge and membership services, • Oversee compliance with policies, procedures, and regulatory requirements, including strict adherence to HIPAA regulations regarding patient privacy., • Track KPIs across patient satisfaction, team performance, and operational benchmarks, • Own scheduling, service coordination, and white-glove logistics for high-net-worth clientele, • Collaborate with the sales and marketing division to generate location-specific business growth., • Lead hiring, training, and performance management for non-clinical teams, • Develop and manage operational budgets and vendor relationships, • Serve as the key operational liaison between the executive team, clinical providers, and front-of-house staff, • Assist with location expansion strategy and execution What to Expect / What You’ll Do • Lead and manage the daily operations of the healthcare facility, • Oversee and manage operations and membership and concierge services staff, • Ensure that all patient care and services meet or exceed regulatory and industry standards, • Manage budgets to ensure the financial sustainability of the facility, • Collaborate with other leaders in the company to develop and execute strategic plans, • Build and maintain strong relationships with patients, healthcare providers, and community stakeholders, • Ensure that the facility maintains a safe and secure environment for all patients and staff Qualifications / Skills • 8+ years of operational leadership experience, ideally in concierge healthcare, boutique medicine, or luxury hospitality, • Experience overseeing teams of 10–20+ across multiple functions, • Strong background in building operational infrastructure and scaling service businesses, • Demonstrated ability to lead and manage a team of professionals in a healthcare or adjacent environment., • Deep understanding of high-end service standards for HNW clients, • Outstanding customer service skills, • Healthcare or wellness industry experience strongly preferred, • Highly organized, systems-minded, and solution-oriented, • Strong leadership, communication, and cross-functional collaboration skills Compensation & Benefits • Base Salary: $150-$200k per year (depending on experience level), • Performance Bonus: Up to 10%, • Health, dental, and vision benefits, • Membership perks and longevity testing/treatments, • PTO, sick days, and observed holidays, • Opportunity to grow with a category-defining brand in the health span space Position Summary • Position Type: Full-time, • Reports to: Dr. Jonathann Kuo, CEO, (Interim Supervisor; may be updated), • Work Location: Hybrid (Remote + In-Person). In-person presence (minimum 3 days per week) to support client-facing duties and team integration

Renewal Memory Partners is an innovative homecare provider specializing in dementia. We uniquely combine a mission-driven approach with a concierge client experience. Our clients include many of New York’s most accomplished families, as well as some of the city’s most vulnerable. Holding Platinum SAGECare Certification, Renewal has a commitment to providing culturally competent care to LGBTQ+ older adults. We're seeking a full-time Director of Nursing to lead our tight-knit team as we grow. If you're passionate about dementia care, thrive in entrepreneurial environments, and want to shape the future of memory care, this is your opportunity to make a difference. Join a small yet mighty team where your voice truly matters. We invite you to watch Care Portraits, a video of our mission in action: What You'll Do Leadership & Administration • Partner with the Senior Care Director in supervising the day-to-day operations of the Client Services team, • Lead and mentor a small team of RNs to ensure exceptional care and full NYS DOH compliance., • Spearhead clinical quality improvement initiatives, • Cultivate meaningful, trust-based relationships with clients, their families, and Care Partners Fieldwork • Conduct in-home clinical assessments, • Develop, review, and update Plans of Care for clients based on their unique health conditions and holistic needs, • Manage complex cases requiring discretion and sophisticated clinical judgment, • Maintain regular communication with families and key stakeholders, • Supervise and train home health aides and companions, • Participate in 24/7 remote on-call rotation What We're Looking For Must Have: ● Active New York State RN license ● Proven leadership experience managing nursing teams ● Genuine passion for dementia care (professional or personal connection to the dementia journey) ● Strong regulatory knowledge (NYS DOH experience preferred) ● White glove, concierge-caliber interpersonal skills You Are: ● A go-getter with an entrepreneurial spirit and a growth mindset ● Comfortable commanding respect while working collaboratively ● Tech-savvy and organized ● Based in Manhattan, Brooklyn, Queens, the Bronx, Westchester, northern New Jersey, or Long Island and comfortable commuting to Manhattan 3x/week ● Mission-driven and committed to person-centered care Why Join Us Competitive Package: • $115,000 - $130,000 base salary plus benefits, • Shape clinical operations as we expand our reach in NYC and Westchester County. About Us As a social enterprise and Certified B Corporation, we champion social and environmental causes while balancing profit and purpose. We're deeply committed to LGBTQ aging cultural competency and inspired by the teachings of dementia educator Teepa Snow. Since our founding, we've developed expertise in caring for people living with Alzheimer's disease and related dementias. Renewal Memory Partners is an Equal Opportunity Employer.

OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Technology WHAT IS THE OPPORTUNITY?Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events.The Operational Risk Business Oversight (ORBO) team is responsible for providing advisory and oversight, with a particular focus on strengthening operational risk management efforts in the first line of defense (1LOD) to support decision-making, primarily covering CNB Technology and Innovation. The ORBO Manager 1 is responsible for challenging the quality, sufficiency, and completeness of 1LOD operational risk management practices against ORM Framework requirements for assigned coverage areas and communicating outcomes through escalation and reporting to management as necessary. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? • Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution., • Review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure., • Review and challenge remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability., • Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile, • Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements, • Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans, • Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy, • Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams, • Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders, • Ensure work is produced and documented in alignment with quality and content requirements, • Provides clear and transparent updates on status of assignments., • Exercises independent judgment in identifying and assessing risk, • Prepares, reviews, and presents review and challenge results to ORM Leadership, including outlining the risk of deficiencies, • Ensures observations and findings are documented and escalated to appropriate leadership, • Exercises effective communication and promotes positive client relations with business line colleagues and management, • Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered, • Maintain familiarity with, and technical expertise with assigned business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas, • Act as an internal advisor to business and corporate units regarding the ORM framework, tools, policies, procedures, and reporting metrics., • Provides 2LOD audit and regulatory exam support, • Executes additional departmental initiatives and other duties as assigned WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7 years of experience in the financial services industry, • Minimum 5 years of experience in risk management, technology risk management, compliance, or IT audit, • Minimum 3 years of IT control assurance experienceAdditional Qualifications, • Bachelor's degree or higher preferably in computer science (with a concentration in info/cyber security), management information technology, accounting, auditing, and other professional qualifications such as CISA, CPA, CIA, etc., • Strong business knowledge of financial services, • Understanding of Risk Management/Operational Risk Management and Technology Risk Management, • Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution, • Strong knowledge of issue management practices with proven experience in issue resolution, • Ability to handle complexity and ambiguity, • Ability to deal effectively with conflict, • Well-developed influencing, analytical and problem-solving skills, • Must be able to convey complex concepts in a clear and concise manner, • Ability to work independently with effective time and project management, • Strong interpersonal/teamwork skills, • Strong communication (verbal and written), negotiation, and presentation skills required, • Demonstrated ability to think critically and facilitate change through collaborative effort, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Genesis10 is currently seeking Technology Support with our banking company client in their New York, NY location. This is a 12 month + contract and hybrid remote position. Summary: Seeking Technology Support. Responsibilities: To support client support team by covering following tasks; Provide guidance and explanations on migration procedures and how to use the new system Respond to customer inquiries related to the migration process via phone and email Update customer-facing materials such as migration guides, FAQs, and support documentation Track customer migration progress and conduct follow-ups to ensure smooth transitions Escalate technical issues or concerns to internal teams and coordinate resolutions Collect customer feedback and share suggestions for improving processes and services Document support interactions and prepare reports on migration activities and customer experience Requirements: Ability to communicate effectively in both Japanese and English (mandatory) Strong common sense and general communication skills (mandatory) Ability to respond flexibly to changing situations (mandatory) Experience in banking (if possible) Experience in customer support (if possible) Experience with ISO and ACH-related operations (if possible) Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. Pay rate range: $45.00 - $48.00 hourly If you have the described qualifications and are interested in this exciting opportunity, please apply! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TRUST ADMINISTRATION OFFICER II WHAT IS THE OPPORTUNITY?This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? • For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy., • Prepare new account paperwork, as required., • Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc., • Obtain missing documents from clients., • For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document., • Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries., • Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries., • Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval., • Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.), • Provide client service by responding and researching client and colleague inquires by phone, email, and written communications., • Respond to advisors and intermediaries regarding the administration and maintenance of accounts., • Fields phone calls from clients and intermediaries., • Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA., • Gather information from clients for projects., • Prepare draft correspondence letters and memos., • Maintain new account logs., • Follow appropriate Regulation 9 process., • Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • 3+ years of experience in financial services required, • 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) requiredAdditional Qualifications, • 3+ years of experience in trust administration preferred, • Strong written and verbal communications skills, • Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions, • Ability to set priorities, and objectives, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1

Sr. IT Analyst - $90-110k New York, NY (Onsite) Direct Hire Job ID 25-09871 Sr. IT Analyst This is a direct dire opportunity based out of New York, NY (Onsite). The Senior IT Analyst is a first-level role with the primary responsibility of providing technology solutions and support to customers, participating in delivering assigned office(s) daily IT operational work list, facilitating and supporting meeting technology events and tools, and participating in IT projects and initiatives. The Senior IT Analyst also participates in advancing continuous organizational effectiveness and exceptional service delivery. Qualifications: Associate's degree (preferred); Bachelor's degree (preferred); or similar work experience. 6+ years of experience providing direct support to customers in the areas of business solutions, software, hardware and networking technologies. 6+ years of experience in LAN, WAN and network systems support and management, configuring, installing and maintaining client PC operating systems and related devices. Industry experience in Professional services or legal is required. Skills:Proficiency in the following areas:Microsoft Operating Systems, specifically application installation and configuration processes. Microsoft Office Suite; ServiceNow, MS Teams. Remote access architectures, applications and technologies (Citrix, VPN). Mobile technologies (iOS, iPad OS). Networking technologies, cabling topologies, data communication devices, and related applications. Inter/Intra/Extranet technologies. Document Management Systems (iManage). Customer service principles and practices. Data security and security applications. Project management. Remote access architectures, applications and technologies (Citrix, VPN). Responsibilities:Serve as an effective technical resource to customers who contact them directly for timely assistance and high-quality solutions and support, as well as for escalations requiring software and hardware requests. Answer incoming first level support calls/emails as well as provide on-site support to firm end users at the local office. Facilitate and support meeting technology events and tools including video conferences, presentations, client meetings and special events. Collaborate with Firm-wide departments to ensure proper and accurate scheduling and execution of meetings and events. Install and maintain computer software standards in accordance with departmental requirements and procedures. Work across IT teams to achieve timely escalation and closure of software and hardware issues. Maintain asset management system to ensure the accuracy and currency of Firm assets. Create, update, escalate, and close tickets recording the life cycle of a services request. Ownership of full-life cycle troubleshooting support. Train and promote effective training and user acceptance of software. Support mobile device technologies. Facilitate monthly network maintenance, or unplanned network disruptions/critical outages requiring effective coordination and reporting to responsible IT groups (Network Operations, Telecom, etc.). Foster data security policies and best practices. Work beyond scheduled hours as necessary for planned and unplanned work and support; light travel may be required. Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $90,000 to $110,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a premier law firm. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance—providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business—it means having a dedicated ally focused on your success in today's fast-evolving digital world.

BUSINESS CONTROLS MANAGER WHAT IS THE OPPORTUNITY?This position is responsible for development and recommendations of risk metrics designed to effectively manage and mitigate risks associated with Commercial Front Line Units of City National Bank (CNB). The role will serve as a risk and control resource to support LOB's and 2LOD / 3LOD support functions, including but not limited to Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corp. Security, Compliance, Internal Audit, etc. Responsible for the ongoing development and expansion of the risk assessment and testing programs to ensure key risks are captured, measured and tested accordingly. Assist in the preparation of materials and presentations to1st LOB executives detailing results of their unit's risk results. WHAT WILL YOU DO? • Work collaboratively within the Commercial 1LOD and to coordinate risk management and monitoring activities., • Execute risk assessment programs (e.g. Risk Control Self Assessments, Business Impact Assessments, Vendor Risk Assessments, New Applications) to identify and quantify the risks and their associated controls in the division., • Work with Senior Business Control Managers to establish processes to monitor and report on the performance of risk mitigating controls (e.g. if policies and procedures are being followed, if sign off limits are being exceeded etc, • Provide recommendations to remediate risk exceptions and assist with the implementation of remediation plans., • Coordinate the completion of risk mitigating actions and providing status updates of open/closed issues to senior management and second line risk management functions., • Respond to Internal Audit and Regulators as necessary to help support Commercial Banking activities., • Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements., • Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2LOD and 3LOD to strengthen the control environment and enhance risk management practices., • Provide guidance on Control Standards to ensure compliance-related controls are documented in line with the standards., • Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units., • Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period.WHAT DO YOU NEED TO SUCCEED?Required Qualifications*, • Bachelor's Degree or equivalent, • Minimum 8-10 years managing projects, • Minimum 8-10 years within or related to financial servicesAdditional Qualifications, • MBA, JD, or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred, • 8 years of experience managing projects, • 7 years in a role requiring complex problem solving, • Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources, • Strong emerging end-to-end generalist problem solving skills, e.g.,, • Defining and deconstructing problems, • Prioritizing issues and analysis, • Structuring and building quantitative and qualitative/conceptual analyses, • Knowledge in Financial Services, Project Management, • Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Proficiency with MS Excel and PowerPoint, • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities., • Diverse problem solving experience, • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams, • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional, • Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel, • Excellent relationship and stakeholder management skills, • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job DescriptionWho We Are Reach Social is an official TikTok Shop Partner. Weve become one of the fastest growing TikTok Shop agencies in the US servicing 79 figure household brands. Our ambition is to become the most sought-after social commerce partner in the market. This is a ground-floor opportunity to be part of a hungry, high-performance team thats rewriting the playbook for social commerce. We move fast, hold ourselves to a standard of excellence, and expect everyone to bring relentless hustle, creativity, and accountability. If you want startup energy with the ability to impact major household brands, this is the place. Description Were looking for a driven operator and client growth strategist who thrives in fast-moving, high-stakes environments. You should be excited to dive into every part of the TikTok Shop ecosystemviral content, affiliate marketing, offers, and operationsand be ready to wear multiple hats. This role demands someone who embraces challenges, thinks creatively under pressure, and pushes for excellence in everything they do. The ideal candidate is passionate about TikTok, great at building client partnerships, and has the grit to chase ambitious growth goals. Responsibilities * Build long-term partnerships with clients, setting realistic but ambitious expectations * Act as the primary POC and trusted advisor for client relationships * Proactively identify growth opportunities and cross-sell agency services * Own and deliver client projects on time with excellence * Educate clients on TikTok Shop ecosystem and growth levers * Manage and motivate a remote team of shop assistants, ensuring high-quality execution * Review work, provide feedback, and maintain high performance standards * Design and execute growth strategies that drive GMV for clients * Analyze content and competitor landscapes; identify what wins and why * Craft creator briefs across top-funnel education and bottom-funnel conversion campaigns * Develop affiliate criteria and manage affiliate recruitment * Build and optimize offer/promotion strategies * Track KPIs, report results, and iterate quickly to maximize growth * Stay ahead of TikTok shopping features, tools, and trends to unlock new opportunities What Success Looks Like * Managing a portfolio of 58 high-value clients * Deep, trusted client relationships (best friends level) * Anticipating and preventing churn with >95% accuracy * Driving meaningful GMV growth across all client shops * Training future growth hires and stepping into a leadership role Qualifications * 2+ years experience in TikTok Shop * Obsession with TikTok, creators, and consumer behavior on the platform * Exceptional communication and relationship-building skills * Strong analytics mindset; able to interpret data into growth strategies * Excellent project management and organizational abilities * Hustler mentality: thrives in startup mode, resourceful, and thrives under pressure * Relentless pursuit of excellence and a bias toward action * Willingness to learn fast, iterate, and never settle for good enough

Job Description POSITION: Evening Supervisor DEPARTMENT: Youth Services Department LOCATION: Unity Plaza Community Center, 576 Blake Avenue, Brooklyn, NY 11207 REPORTS TO: Program Director and/or Assistant Program Director SALARY: $40,000 Yearly DATES: October 2025 SCHEDULE: 35hrs/week, Tuesday - Saturday, 2pm - 10pm. This position is performance-based and is also contingent on funding availability. JOB SUMMARY: As part of our Youth Services Department’s vision, all Youth Services Staff will assist promoting growth, leadership, and positive self-image in all young people at all of our Grand Street Settlement sites. Evening Supervisor during the program will promote and develop a safe and engaging learning environment for youth. Recreational activities, team building activities/games, theme-based lessons, and trips are integral parts of the program activities. EDUCATION, EXPERIENCE, AND REQUIREMENTS: • High School diploma a must, college degree preferred, • Youth development experience required, • Proven ability to work with various age groups, • Previous experience working with diverse people, • Good conflict mediation and public relations skills, • Strong time-management skills; ability to handle simultaneous assignments with a high degree of accuracy, and meet deadlines in a high-pressure environment, • Self-starter with the ability to work independently and with minimal guidance, • Ability to work independently, assess priorities, and take initiative, • Capacity to thrive under pressure while working on multiple tasks and projects, • A team player with demonstrated commitment to working with urban youth and young adults from an asset-based perspective, • Ability to set up and maintain a work environment that challenges gender stereotypes and is LGBTQIA+- friendly, • Must be flexible, cooperative, and willing to work in a team environment, • Must have NYS Food Handler’s Certificate, • An ideal candidate is personable, energetic, & enthusiastic., • Candidate must successfully complete the following: NYSDOH Fingerprinting Screening; New York State Clearance Review Background Check; 3 Reference Checks; Physical w/ updated TB Test (Fees may apply), • If offered the position, must submit $25 fee for NY State Clearance Review Training • Provide leadership and strategic direction to full-time and part-time program staff, • Provide direct/indirect supervision of all program staff and delivery of services on a day-to-day basis, in order to ensure that all goals, targets, and performance outcomes are met on a daily/weekly/monthly basis, • Problem solve and intervene directly with youth in groups, • Plan and facilitate remote activities for youth that develop their social, emotional, and/or academic skills, • Must facilitate group management and activities on online platforms, • Work collaboratively with co-workers, • Must be able to supervise a group of children and participate in activities and trips; provide and maintain a safe working environment., • Maintain adequate supplies in first aid and safety kits, • Maintain medical and contact information for each participant, • Responsible for maintaining a daily log of all incidents/ injuries, • Address conflicts that have the potential to undermine community cohesion and trigger violent clashes, • Prepare attendance reports and other reports as required, • Refer participants and their families to relevant community resources, • Complete all necessary paperwork that is required, • Manage registration forms and process identification cards for program participants, and support in inputting data into the DYCD online, • Come ready to work with a positive attitude Please submit a resume and cover letter, outlining how your skills and experience meet the qualifications of the position you are applying for. If selected, we ask that you also provide us with three (3) professional references that we can contact (at least one (1) professional reference should be from a former supervisor). Please click on the link provided below, or use the link in a search bar, and apply online through our career center. No phone calls, please! Please be advised that job offers can only be made once your clearances come through! Equal Opportunity Employer

Job DescriptionDescription: Dowling Hales is more than just advisors; we are the architects of change in the insurance industry. For over a decade, we have been the trusted “advisor of choice” dedicated exclusively to this dynamic sector. Our teams’ values serve as the foundation upon which we build every client relationship, tackle every challenge, and make every decision. They are our guiding principles that define who we are and how we work. Why should you join our Dowling team? Because this is where talent meets opportunity! The Role We're looking for a Director of Technology & Innovation who can own the end-to-end transformation of our research and data systems. This isn't a role where you'll be handed specifications – you'll be the architect of change, working directly with senior leadership to identify opportunities, design solutions, and execute implementation. This is a unique opportunity to bring cutting-edge AI and modern data management practices to a well-established firm with valuable intellectual property spanning three decades. Key Responsibilities • Lead the migration from traditional file servers to modern cloud-based infrastructure (SharePoint/cloud storage), • Design and implement AI-powered solutions to make 30+ years of research data searchable, interactive, and actionable, • Build internal tools that automate repetitive research tasks (data extraction, report generation, comparative analysis), • Partner with business stakeholders to identify high-impact automation opportunities, • Develop a client-facing AI chat interface for research data access (Phase 2), • Establish data governance and quality standards for AI readiness, • Integrate with existing systems (Blue Matrix portal, research platforms), • Manage relationships with offshore development resources as needed, • Year 1: Complete data migration, implement internal AI search/chat capabilities, automate 3-5 key research workflows, • Eliminate manual processes like Excel-based article tagging, • Enable analysts to focus on high-value work instead of data entry, • Opportunity to be the founding technical leader in a profitable, established firm, • Direct partnership with C-suite executives, • Significant autonomy to shape technical strategy, • Medical, Dental, and Vision Insurance (Premium cost sharing between the company and employee), • Health Savings Contribution by the Company to your account, • Company Paid Basic Life Insurance, AD&D, and Long Term Disability Insurance, • Enrolled in our 401 (k) plan immediately upon hire, • Eligibility to participate in the company's ESOP plan after 1 year of employment, • Bonus Program, • Reimbursement for select gym and fitness memberships, • Unlimited PTO, • On-site Coffee/Snacks/Beverages Requirements: • 5+ years of experience in technical product management or engineering leadership roles, • Hands-on experience with AI/ML implementation, particularly LLMs and RAG systems, • Strong background in data migration and infrastructure modernization, • Experience with both buying and building technical solutions, • Proven ability to work independently and drive projects without detailed specifications, • Excellent communication skills to work with non-technical stakeholders, • Experience managing change in traditional organizations. You’ll have the mandate and support from senior partners to modernize legacy systems., • Experience in financial services, investment banking, or insurance sectors, • Familiarity with research publishing and content management systems, • Background in management consulting or similar client-facing roles, • Experience with SharePoint migrations and Microsoft ecosystem, • Track record of building client-facing data products, • Proficiency in Python, JavaScript, and modern web frameworks, • Experience with cloud platforms (Azure preferred given SharePoint integration), • Knowledge of vector databases and semantic search, • Familiarity with tools like LangChain, OpenAI APIs, and document processing, • Understanding of data security and compliance requirements

Job Description Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at Location: New York City (hybrid - 2x a week in NY office) or remote but must reside in EST time zone. What You Would Get To Do: In this capacity, the ideal candidate would represent the FIRST brand embedded within a Solutions account for a Financial Services company. FIRST Solutions is the proprietary strategic meetings management model offered by FIRST, which embeds specialist talent into organizations to provide Content, Creative, Digital Technology, Management & Delivery, and Data & Insights. The Associate Event Technology Manager is responsible for assisting clients in navigating registration websites, supporting the integration of new technology platforms, and managing data, while collaborating closely with the event delivery team. This role involves assisting the events team with the implementation and ongoing support of new technology platforms, as well as leveraging advanced Microsoft Excel skills to manage event information and generate detailed reports. Your Contributions • Advises on user experience of all pre-event and onsite registration for both virtual and in-person events, • Implementation and project management of event registration websites, app builds and all technological aspects of our events, • Troubleshoot technical issues, • Manage client evaluation communications such as save-the-dates, invitations, registration, confirmations, etc., • Database management to ensure consistency of information, accurate data, inputting new data when required and generating lists upon request, • Effectively communicate with internal and external clients via available communication lines; responding to all client queries within the agreed service level agreements, • Work with Event delivery team on overall program logistics, production, and implementation, • Coordination of name badges, tent cards, place cards, departure notices, email confirmations, agenda, signage etc. where appropriate, • Registration desk flow design and set up, • Assist in contacting clients for relevant information pertaining to the event, • Create and distribute post event client surveys, • Coordinate planning and utilization of mobile apps. May assist with build depending on platform., • List manipulation to provide team members with relevant registration data, year on year statistics, and insight into varied elements and event analytics, • Provide the client with cost savings / value adds whenever possible Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at FIRST. Please contact if you need an accommodation at any stage of the recruitment process. • 2-4+ years of experience in Event Technology and Attendee Management including entry level meeting planning and coordination, • Strong working knowledge of Cvent FLEX required, • Bachelor's Degree preferred, • General knowledge of HTML and CSS is a plus, but not required, • Experience with registration website platforms such as Cvent, Bizzabo, Certain, Qualtrics or other registration website platforms required, • Experience with virtual meeting and event platforms such as Intrado, GlobalMeet / TalkPoint, Zoom, WebEx, SpotMe, Concise Chime or other virtual meeting and event platforms preferred, • Proficiency with Microsoft Office – specifically with Excel (i.e. comfortable with VLOOKUP function) and PowerPoint, • Proven ability to manage multiple projects simultaneously, • Very good written and oral communication skills at all levels, • Client centric, approachable, able to adjust to client needs and style; adapt to ever changing demands and different client work styles, • Medical, Dental & Vision, which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Mobile Phone Allowance, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-KM3 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems i.e. CME group and its affiliated exchanges., • Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements as well as daily net settlements in accordance with exchange and regulatory guidelines. Maintain segregated balance requirements for affiliates and manage treasury related operations., • Reconciliation/Balancing: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Manage daily balancing of futures activity and positions., • Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Assist compliance with regulatory inquiries and requests related to relevant clearing systems/portals as well as operations procedures, functions, and processes., • Risk Management: Identify operational risks and implement controls to mitigate potential issues related to risk management, clearing, margining, and settlement., • Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation., • Technology & Systems: Work with IT and vendors to onboard, maintain and improve back-office and risk management systems., • Client & Counterparty Management: Serve as the primary liaison with exchanges, management, vendors, and clients to resolve operational issues., • Team Leadership: Lead, manage, and train clearing operations staff, providing training and guidance on best practices as well as processes/functions., • Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: • Education: Bachelor’s degree in finance, Business, Economics, or a related field., • Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm., • Knowledge:, • Strong understanding of U.S. futures markets and clearing processes., • Familiarity with exchange margining methodologies and risk management principles., • Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms., • Skills:, • Excellent analytical and problem-solving abilities., • Effective communication and leadership/management skills., • Proficiency in Microsoft Excel, clearing systems, and risk management tools.Preferred Qualifications:, • Experience with regulatory reporting requirements for FCMs., • Knowledge of automated clearing and reconciliation solutions. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.