Remote concierge jobs in New York, New York - Page 2Create job alerts

Lees Dream Vacations is looking for a Remote Client Support Representative to join the team full-time.

A leading consulting firm is seeking a Client Success Coordinator to provide exceptional client services in the tourism sector.This 100% remote role allows for complete schedule autonomy.The ideal candidate will manage client accounts, coordinate logistics, and enhance guest experiences, all while w

The role involves providing travel recommendations, maintaining communication throughout the travel process, and working either full-time or part-time remotely.

In this remote position, you'll assist with reservations, provide information about travel requirements, and ensure a smooth experience for each traveler. A travel services firm is seeking a Work-From-Home Travel Representative to support clients before, during, and after their trips.

Training is provided, and there are opportunities for career growth and exclusive travel discounts.

In this role, you'll provide tailored travel recommendations and utilize various booking tools while enjoying a flexible work schedule.

The position offers remote flexibility and exclusive travel perks. A national travel services provider is looking for a Remote Travel Specialist to guide clients through their travel experiences.

A lifestyle management company is seeking a proactive Travel & Lifestyle Assistant to support clients with travel planning and lifestyle services. This fully remote position requires strong communication and organizational skills along with the ability to manage multiple tasks. The ideal candidate w

A leading lifestyle concierge company is seeking an Experienced HR & Talent Acquisition Specialist to redefine luxury service. Candidates should have a strong background in luxury travel or hospitality and exceptional communication skills.

A leading sports management company is seeking a Remote Hospitality Customer Advisor / Live Chat Support Agent to join its team. In this role, you will provide exceptional customer service via live chat, assisting clients with inquiries and reservations.

Job Description Garner's mission is to transform the healthcare economy, delivering high-quality and affordable care for all. We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. Our approach guides employees to higher-quality, lower-cost care, creating a system that works better for everyone. Patients achieve better health outcomes, employers spend healthcare dollars more effectively, and physicians are rewarded for delivering exceptional care rather than performing more procedures. Garner is one of the fastest-growing healthcare technology companies in the country. Our products are trusted by the most sophisticated employers and providers in the industry, and we are building a team of talented, mission-driven individuals who are motivated to make a meaningful impact on healthcare at scale. About the role: We are seeking an exceptional Senior Client Success Manager to join our Client Success team. This role will report to the Director of Client Success (mid-market). The Senior Client Success Manager plays a critical role in driving engagement, satisfaction, and retention across a high-volume mid-market book of business (100–999 lives). As the primary owner of day-to-day client and broker relationships, this role ensures clients realize ongoing value from Garner while proactively identifying risks and opportunities across the portfolio. By combining strong relationship management with disciplined execution and cross-functional partnership, this role directly impacts client success and long-term retention. Where you will work: Garner is headquartered in NYC, but this position is available for individuals who are comfortable with remote work and occasional travel to HQ. What you will do: • Own and manage mid-market client and broker relationships across a high-volume book of business (50–60 accounts), ensuring a consistently high-quality client experience., • Deliver an exceptional client experience by executing key workflows, monitoring account health, and proactively addressing risks., • Track and analyze client success KPIs, translating insights into action plans that drive engagement and retention., • Develop and execute engagement plans aligned to client goals, ensuring timely delivery of all initiatives and commitments., • Manage multiple concurrent client projects with strong attention to detail, maintaining clear timelines, priorities, and deliverables., • Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge (Member Services) to meet client needs, triage issues, and achieve engagement goals., • Lead client meetings and communications with key stakeholders and broker partners, providing education, insights, and actionable recommendations., • 4+ years of experience managing a large, high-performing B2B book of business, with a proven track record of driving engagement, client satisfaction, and NRR; preferably in the healthcare and benefits industry., • Demonstrated client management expertise, including ownership of executive relationships and day-to-day account management, as well as navigating complex client and broker stakeholder environments., • Exceptional project management and organizational skills, with the ability to manage competing priorities and execute with precision and strong attention to detail., • Data-driven mindset, leveraging KPIs and client insights to proactively identify risks, optimize engagement, and drive measurable ROI., • Strong executive presence and communication skills (both written and presentation), with a proactive, solutions-oriented approach and a passion for delivering an outstanding client experience in a fast-paced environment.

Job Description Sollis Health is seeking a Vice President/Head of Technology to lead our technology organization through a period of transformational growth! As the top technology executive, you'll be responsible for the strategy, execution, and operations of all technology functions, including engineering, IT operations, information security, and data platforms. This is a hands-on leadership role for someone who can both set strategic direction and roll up their sleeves to drive execution. You'll report to and partner closely with the CEO and broader executive team to ensure technology serves as a true business enabler, supporting aggressive growth targets while maintaining the security, compliance, and reliability that healthcare demands. You'll inherit a technology organization at an inflection point—moving from startup scrappiness to scaled operational excellence—and will be responsible for building the team, processes, and systems to support revenue growth while managing a multi-million-dollar technology budget. Hybrid - 2 days a week in NYC HQ Responsibilities Strategic Leadership • Define and execute the multi-year technology roadmap aligned with business objectives, balancing innovation with operational stability, • Serve as a trusted advisor to the CEO and executive team, translating business needs into technology solutions and opportunities, • Drive initiatives that directly support revenue growth, operational efficiency, and member experience improvements, • Build and lead a high-performing technology organization across engineering, IT, security, and data, • Foster a culture of ownership, innovation, technical excellence, and customer focus, • Own the Sollis technology roadmap by taking full accountability for delivering on technology commitments, managing scope, timeline, and quality trade-offs, • Drive Execution ensuring consistent, predictable delivery through strong program management practices, sprint planning, and milestone tracking, • Maintain transparent communication with business leaders on project status, risks, and dependencies, • Lead large-scale initiatives including Salesforce integrations, EMR implementations, and platform migrations, • Fluency in basic funnel instrumentation and performance visibility (MarTech stack, conversion diagnostics, attribution), • Comfort partnering on experimentation / A/B testing (hypothesis-driven iteration, measurable outcomes, data), • Own the information security program, ensuring protection of sensitive patient data and corporate systems, • Maintain HIPAA and PCI compliance across all technology systems and vendor relationships, • Identify, assess, and mitigate technology risks; prepare for SOC2 and HITRUST certifications, • Establish security monitoring, incident response procedures, and disaster recovery capabilities, • Build and evolve the data infrastructure to support reporting, analytics, and data-driven decision making, • Partner with business leaders to deliver insights that drive clinical, operational, and financial performance, • Establish data quality standards, access controls, and privacy protections, • Ensure 24/7 availability and performance of critical systems supporting patient care and operations, • Optimize Azure cloud infrastructure for scalability, security, and cost-efficiency, • Oversee IT support for remote employees and clinics We believe extraordinary people come from a variety of backgrounds, but ideally, we would expect that you have: • 10+ years in technology leadership with at least 3 years leading technology organizations (10+ people), required, • Significant experience in healthcare technology environments, with deep understanding of HIPAA, PHI handling, and healthcare workflows, • Proven track record scaling technology organizations in high-growth startup or scale-up environments (2-5x growth), • Strong technical foundation across cloud infrastructure (Azure preferred), integrations, APIs, databases, and modern software development practices, • Deep experience with Salesforce as a platform, including complex integrations and customizations, • Direct experience owning IT security programs, managing compliance audits (HIPAA, SOC 2, HITRUST), and implementing security frameworks, • History of delivering complex, multi-stakeholder technology programs on time and within budget, • Ability to connect technology investments to business outcomes and articulate ROI, • Exceptional communication skills with ability to present to board, executives, and technical teams with equal effectiveness, • Demonstrated success recruiting, developing, and retaining high-performing technology teams, • Prior experience as CTO, VP Engineering, or VP Technology at a healthcare or healthcare-adjacent company, • Understanding of concierge medicine, urgent care, or membership-based healthcare models, • Experience building data warehouses, analytics platforms, and business intelligence capabilities, • Direct experience with electronic medical record systems and clinical integrations, • Experience supporting technology needs across geographically distributed operations, • Track record of implementing AI/ML solutions that delivered measurable business value Range: $235,000 - $265,000 + Bonus + Equity This is the range of pay for candidates nationally. Sollis is a multi-state employer and this rate/range may not reflect the pay for positions that are performed solely in localities outside of this location. Furthermore, actual pay is dependent on several factors that may include but are not limited to years of experience within the job, years of experience within the required industry, location, education, etc. Our people are our greatest asset, so we designed a comprehensive compensation and benefit package that matches. Some of our offerings include: • Excellent benefits, including healthcare, dental, vision, • 401K with 3% match, • Unlimited PTO and Generous Sick Time, • 12 Observed holidays, • Free Sollis Health membership for you and your eligible family members, • Employee stock options offering, • Annual professional development allocations Sollis Health is the first and only medical membership that's on-demand 24/7, 365. We live up to the concierge promise: with just one call, our members experience unparalleled care and follow-up on their schedule and their terms. Our members never wonder if it's a "real" emergency. They simply call Sollis for immediate access to ER-trained medical teams, on-site labs and imaging, expedited specialist appointments, and care navigation that's all under one roof. With unlimited 24/7 virtual and in-person support from locations in Manhattan, the Hamptons, Los Angeles, South Florida, and San Francisco, Sollis puts our members in first class by handling all medical issues—big or small—with expert concierge care anytime, anywhere.

Job DescriptionSenior Lifestyle Strategist New York, USA Work Authorization Required Compensation: $150,000 OTE ($100k base + $50k Uncapped Bonus with up to 2x Booster First-Year Earnings Tied to Performance) Meaningful early equity Intra-USA relocation package available About Aurora Aurora is the AI-Native Lifestyle Operating System for human flourishing in a world of AI slop, inefficiency, and noise. We believe that time is the only currency that matters. So, we're on a mission to help you make the most of every minute of your life. Stronger connections with your family and friends. Experiences and adventures that transform who you are. Building the perfect physical and mental temple of health. Consumer technology was supposed to give us leverage. To make it easier to find the right restaurant, the right trip, the right doctor. Instead, every major platform today is optimized against the person using it: more scrolling, more ads, more engagement loops. You have infinite choice and zero clarity. We exist to reverse that. Aurora takes millions of data points about you and about the world and finds the one thing that is right for you, at the right time. Our members — needle-moving tier-1 founders, executives, and athletes — use Aurora to navigate travel, health, dining, experiences, and premium goods with the kind of judgment that used to require a team of people who'd known you for years. Over half use it every single day, 95% every week, and in our first 6 months, member spend & engagement is outperforming industry benchmarks by 5×. Aurora is backed and chaired by Alex Macdonald, the most successful founder in this category, and has raised >$5M from experienced operators and tier-1 investors. We are now expanding the Member Experience Team as we scale the product and the member base. Aurora is built in person from our offices in London, New York, and Los Angeles, with flexible remote days. The Senior Lifestyle Strategist Position Our core team of 20 is searching for a full-time Senior Lifestyle Strategist to join our Member Experience Team. You will work directly with our Co-Founders, Founding Lifestyle & Travel Strategists, and Operators to shape and elevate Aurora’s member experience, ensuring high-touch service across every aspect of our product. Your role will be inherently international, blending local expertise with transnational curation and operations. This role reports directly to Aurora's Co-Founder & COO and has the potential to grow into a leadership position across Business Operations, Member Experience, and Growth. This is an opportunity to play a central role in building an AI-enabled product powering the world's highest-impact individuals, combining the speed & accuracy of technology with the knowledge, curation, and network of domain experts & industry insiders. Our Principles We’re a team of tier-1 backed and exited operators united our five core principles: • We seek truth, • We are high-leverage, • We are courageous, • We are owners, • We believe impossible is an attitude Why Aurora: • High Leverage: Place a daily-use product in the hands of the world’s most ambitious and high-achieving individuals and organizations, empowering them to maximize their global impact, • Cutting Edge AI: Gain hands-on experience working with a revolutionary AI system, redefining lifestyle management at the highest level, • Generationally Defining: Play an essential role in building the Apple of high-performance lifestyle management - a >$100bn opportunity at the intersection of technology, luxury, and longevity About the Founders Aurora was founded in 2024 by: • Jonah Lowenstein, previously backed by the investors & operators behind Facebook, Spotify and Venmo, • Aurelius Zwick, UK Young Entrepreneur of the Year, • Dmitry Ogurtsov, former Director of Engineering at Workbounce (conversational AI tool acquired by ZoomInfo) Aurora’s first investor and Chairman is Alex Macdonald, founder of digital concierge Velocity Black (acquired by Capital One for $300M). We’ve raised >$4M from tier-1 investors in this space, including Boost Capital Partners, Koro Capital, Insiders VC, EQT Angel Fund, the Founder of Cleo, the Founder of Wander, the Co-Founder of Vise, the Founder of Velocity Black, tier-1 athletes from the NBA and Premier League, and the President of VistaJet US. Requirements Key Responsibilities: • Work with our industry-leading internal AI to manage and curate premium lifestyle experiences for members proactively & on-demand, ensuring recommendations seamlessly fit their personal parameters, • Manage relationships and secure reservations for premium experiences, dining, luxury goods, and wellness through our proprietary networks, • Anticipate the evolving needs of high-achieving individuals, proactively suggesting unique opportunities that enhance both their personal and professional lives, • Cultivate deep knowledge and inventory around the latest trends in premium & bespoke services, products, and experiences to ensure Aurora stays ahead of member expectations, • Provide front-of-line insights and feedback to internal teams, including Product, Engineering, and Operations, to help improve Aurora’s services and drive our AI improvementsWho You Are:, • Potentially fed up with using outdated systems and dealing with slow-moving bureaucracy in your current role, or wanting to scale your knowledge, network, and experience into a global digital platform, working alongside other ultra-high-performance lifestyle & travel strategists, • A consistent out-performer with experience in relationship building & premium clientele, ideally with deep lifestyle knowledge & network in New York, • A highly conscientious person who thrives in a fast-paced environment, capable of simultaneously managing and prioritizing multiple priorities across core lifestyle domains (e.g., dining, experiences, wellness, luxury goods) without compromising on quality, • A proactive problem-solver who anticipates and solves for client needs, constantly going above and beyond to personalize curations and create memorable experiences, • A clear and concise communicator who can adapt messaging to different audiences, effectively set expectations, and maintain engagement and trust., • You have a strong passion for:, • Engaging with the premium lifestyle ecosystem, including services, products, and brands, • Well-being and integrating longevity, personal growth, and self-discovery into experiences, • Competitive salary + performance-based bonus., • Founding stock options package on the ground floor of a $10bn+ opportunity., • Access to exclusive events and Aurora services., • Whoop or Oura Ring on us., • $2,000 annual education budget., • Whatever tech you need to do your best work., • Generous parental leave., • Comprehensive health benefits, with 90% coverage including dental and vision.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Machine Learning Engineering team designs, builds, and integrates the core platform that unlocks cutting-edge capabilities for financial advisors, including features driven by generative AI. Our engineers are relentlessly evolving this platform, empowering groundbreaking applications and features that truly help financial professionals better connect with their clients and grow their businesses. About the Job: We are seeking a highly motivated and experienced Machine Learning Engineer to join our growing team. In this role, you will be instrumental in crafting and scaling foundational backend systems across predictive systems and generative AI. You will work across the entire software development lifecycle, from architectural design to deployment and ongoing operations, contributing significantly to our core infrastructure and data strategies, and working hand-in-hand with cross-functional partners like LLM Engineers, Product Owners, and Data Scientists to bring our vision to life. Responsibilities: • Design, develop, and maintain high-performance, scalable, and secure backend services, primarily using Python and frameworks like FastAPI, • Translate ambiguous business and technical requirements into concrete software designs and actionable tasks for cross-functional teams, • Work with OLTP databases, including schema design, migration strategies, and performance optimization, • Integrate SmartAsset services with internal and external APIs, including third-party platforms and existing AWS infrastructure, • Ensure secure ingress and egress of data within our private network environments, • Contribute to the design and implementation of our CI/CD pipelines to ensure continual improvements to our cycle time, • Manage and optimize AWS services, including IAM roles and policies, • Gain a deep understanding of how our Python applications integrate with our Kubernetes (EKS) and future ECS-based infrastructure, • Operate and maintain production applications at scale, ensuring high availability, performance, and reliability, • Design and implement data collection pipelines specifically for Large Language Models (LLMs), • Contributed to shared data architecture and data governance practices to ensure the persistence of structured data suitable for analytics and model training, • Explore, integrate, and tune various LLM-related technologies, such as Retrieval Augmented Generation (RAG) systems, and addressing potential scaling challenges, • Investigate and implement agentic technologies, such as tool calling frameworks (e.g., AutoGen), to enhance LLM capabilities, • Proven experience as a ML Engineer with a strong focus on Python development, • Experience with cloud platforms, specifically AWS, including IAM, EKS/ECS, and other core services, • Strong expertise with OLTP/relational databases such as Aurora, Postgres, MySQL etc, • Experience with DevOps toolsets such as Terraform, Open-Telemetry, etc. will be a big plus, • Strong experience in developing and maintaining large-scale, production-grade applications, • Experience in writing clean, maintainable, and testable code following best practices and industry standards, • Experience building integrations with internal and external service providers, • At least 5 years of relevant working experience., • Excellent communication skills, both written and verbal, • Experience with machine learning and deep learning frameworks such as TensorFlow, PyTorch, etc., • Experience with LLMs, RAG, embedding vector databases, or agentic technologies., • Familiarity with productionizing apps built with prototyping frameworks such as Streamlit or Gradio, • Knowledge of data governance and structured data principles, • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US., • Medical, Dental, Vision - multiple packages available based on your individualized needs, • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available, • Supplemental Short-term and Long-term Disability, • FSA: Medical and Dependant Care, • 401K, • Equity packages for each role, • Time Off: Vacation, Sick and Parental Leave, • EAP (Employee Assistance Program), • Financial Literacy Mentoring Program, • Pet Insurance California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents $137,000 - $180,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

This remote position requires strong communication skills and a customer-focused mindset.

Medium is looking for a Remote Assistant in New York to support vacation bookings and client communications. This fully remote position offers flexibility, ongoing training, and opportunities for professional growth alongside performance incentives.

Enjoy flexible remote work opportunities, travel perks, and a supportive team environment.

This is a fully remote position offering flexible scheduling and opportunities for growth within the agency.

A travel services company is seeking a remote team member to assist clients with reservations and related arrangements.

Leesdreamvacations is seeking a full-time Remote Client Support Representative.In this role, you’ll assist clients by answering their questions, solving problems, and ensuring everything runs smoothly.Your responsibilities include handling incoming requests, staying organized, and maintaining frie

A travel service provider is seeking a reliable and customer-oriented professional to join their remote team.

A travel agency is seeking a Travel Customer Service Representative to provide exceptional service to clients during all stages of their travel experience. This 100% remote position involves responding to inquiries, assisting with bookings, and ensuring client satisfaction. Candidates should be deta

A leading travel planning company is seeking a Hospitality Customer Service Representative for hotel reservations in a remote role.

The role offers flexibility, travel perks, and professional development opportunities.

A travel service company based in the United States is seeking a Travel Customer Service Representative to provide exceptional support to clients throughout their travel. Ideal candidates should have strong communication skills, customer service experience, and an interest in travel.

A professional travel services company is seeking a Remote Reservation Specialist to assist clients with their travel planning. Join a growing remote team dedicated to exceptional travel experiences. Ideal candidates will have strong communication skills and the ability to work independently in a re

This fully remote role involves handling inquiries, updating itineraries, and providing clear information about travel needs.

A travel agency is seeking a Remote Travel Specialist to enhance client experiences from planning to returning home. This position offers remote work flexibility, exclusive travel perks, and professional growth opportunities within a passionate community. Ideal candidates have strong communication s

A travel consultancy is seeking a Remote Travel Consultant to support clients with their travel experiences, from initial inquiries to post-trip feedback. Enjoy the flexibility of a fully remote role, gain exclusive travel perks, and contribute to a community that values connection and memorable jou

Medium is seeking a Customer Service Representative to provide support for clients in the travel planning process. The ideal candidate has experience in customer service and a passion for the travel industry, along with organizational and problem-solving skills. This fully remote position requires s

Job Description#TeamNextdoor Nextdoor (NYSE: KIND) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As a Senior Engineering leader leading Reporting, Measurement, Billing and anti Fraud initiatives within the monetization group at Nextdoor, you'll drive impactful community-focused revenue strategies. In this role you will collaborate with innovative teams, transforming local connections into sustainable growth. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The Impact You'll Make If you want the challenge of fast-paced growth, the satisfaction of seeing your team's work come to life, and the pride in helping grow a world-class engineering team, this is the place for you. Your responsibilities will include: • Technical Leadership - Provide technical guidance towards the development and improvement across a broad area that includes data processing, APIs, attribution modeling, privacy, billing and other third party integrations, • Team development - Build a high performing engineering organization and foster a culture of excellence and continuous improvement through focus on each individual, team culture and the creation of sustainable processes that enable predictability and increase quality, • Product strategy and execution - Partner and negotiate across engineering, product, legal, privacy and sales teams on strategy and executionWhat You'll Bring To The Team, • 10+ years demonstrated experience building advertising or consumer products, • Experience in advertising domain, • 3+ years in a people leadership role, • Ability to build scalable engineering systems, • Effective communication and cross-team collaboration, • Ability to influence product strategy and achieve alignment with business goals, • Experience coaching senior ICs, • Experience managing remote teams, • Intellectual honesty, genuine curiosity and a hunger for learning, • Strong desire to serve local communities and neighbors worldwideBonus Points, • Proven experience in data-driven product development and experimentation, consistently enhancing product performance., • Familiarity with statistical modeling, machine learning, and data analysis The starting salary for this role is expected to range from $221,000 - $284,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job Description Development Associate About New York Theatre Workshop: At New York Theatre Workshop, we work relentlessly to empower visionary theatre‐makers and bring their work to adventurous audiences through productions, artist workshops, and education and community engagement programs. We're proud to be a home base for many of the most significant theatre‐makers of our time, nurturing groundbreaking writers like Nathan Alan Davis and Celine Song alongside powerhouse playwrights like Amy Herzog and Ayad Akhtar. From Rachel Chavkin and Lileana Blain‐Cruz to Whitney White and Rubén Polendo, we empower inimitable auteur‐directors and give invaluable support to tremendous talents in the earliest days of their careers. We've maintained decades‐long relationships with legendary theatre‐makers like Will Power, Ivo van Hove, Dael Orlandersmith, and Caryl Churchill, who have shaped our very understanding of what theatre can be. Since our founding in 1979, we've produced over 150 fully realized productions including Jonathan Larson's Rent; Tony Kushner's Homebody/Kabul; Doug Wright's Quills; Claudia Shear's Dirty Blonde; Rick Elice's Peter and the Starcatcher; Glen Hansard, Markéta Irglová, and Enda Walsh's Once; and David Bowie and Enda Walsh's Lazarus. Enabling our artists to push boundaries generates work like Nathan Alan Davis's Nat Turner in Jerusalem, Anaïs Michell's Hadestown, Mfoniso Udofia's Ufot Family Cycle, Heidi Schreck's What the Constitution Means to Me, Jeremy O. Harris's Slave Play, Kristina Wong's Kristina Wong, Sweatshop Overlord, and Moisés Kaufman and Amanda Gronich's Here There Are Blueberries. NYTW productions have received a Pulitzer Prize, 29 Tony Awards, 2 Grammy Awards, and numerous Obie, Drama Desk, and Lucille Lortel Awards. But that's not what we're proudest of. We take the greatest satisfaction from the community we've built and the perspective‐shifting experiences we've delivered along the way. We think that theatre can bring people together, change the conversation, and have a profound impact. We feel fortunate to get to support it. If that sounds like something you're interested in, we'd love to meet you. About the Team: Our development team includes five full‐time employees and one Development Fellow led by the Director of Development, and they oversee all aspects of fundraising. The Development Associate reports directly to the Individual Giving Officer and Director of Special Events and works closely with every member of the development team to collaboratively meet our goals. About the Position: • Serves as a concierge to all individual donors, including Repeat Defenders (our patron program,) Young Defenders (our young patron program,) as well as Trustees, major donors, and special event attendees. Concierge services include sending invitations and tracking RSVPs, booking tickets, sending reminder emails, making phone calls, and tracking donor interactions in our database Spektrix, among other activities., • Stewards meaningful relationships with NYTW's donors and assists in renewal outreach and communication., • Responsible for all acknowledgement letters for individual donors, including accurately pulling and preparing data for mail-merges, as well as printing, packing and mailing letters., • Conducts prospect research and wealth screening to help identify new potential funders for NYTW and its programs., • Utilizes NYTW's CRM to pull various donor and gift reports for the Development department., • Supports event planning, including communications with guests, vendor management, conducting research, and generating materials., • Supports event set-up and tear-down alongside the Development team., • Participates in cultivation and stewardship throughout events, and manages post-event communications., • Manages note taking and a comprehensive calendar, including calendaring and taking minutes for team meetings and donor and Board meetings/activities., • Coordinates direct mail and email campaigns. Responsibilities include, but are not limited to, list segmentation, securing print and mail house vendors, printing, mailing, delivery, and acknowledgement of gifts., • Works with the marketing team to source and produce content for donor communications including appeals, website pages, and newsletters., • Is an active participant in working toward the Development department's equity, diversity and inclusion goals and serves on the Audience Services Committee, a cross-departmental group that actively works on developing intervention and disruption protocols to mitigate harmful encounters and expand modes of feedback for audience members. This team also works to further NYTW's accessibility initiatives., • You are committed to an equitable and inclusive community., • You have an interest in fundraising., • You have a passion for theatre and a desire to build meaningful connections between adventurous theatregoers and visionary artists., • You are committed to open, proactive, and honest communication., • You build strong, collaborative relationships with fellow staff, Board members, and donors alike., • You are detail oriented and take pride in creating and engaging in efficient processes., • You have some level of customer service experience., • You are excited about digging into data, and fearless in mastering new data systems., • You embrace technology and envision how it can be a tool for deepening connection., • You enjoy a collaborative, team-focused working environment and have a goal-oriented approach to all tasks and initiatives., • You have experience working in arts administration, event production, or another area of the theatre industry., • You have experience with ticketing systems, database or project-management software and best practices. You have used programs like Spektrix, iWave/Kindsight, Tessitura, Salesforce, Raiser's Edge, Trello, Asana, AirTable, Microsoft 360, Social Tables, Canva, or others., • You find ways to help you and your teammates work smarter. Development staff are required to work a hybrid schedule in the office a minimum of three days and two remote days per week, with some weeks requiring additional in-person days, as determined in coordination with the position's managers. This role also includes evening and weekend work, and attendance at all in-person events is required. Given our active event calendar, in-office days and hours must remain flexible. As this position involves regular on-site responsibilities, candidates should plan to reside in the greater New York City area. We know that there are great candidates that may not have all the qualifications listed above but possess intuitive knowledge or other fully transferable skills. So don't hesitate to apply and tell us about yourself if that's you. NYTW is an Equal Opportunity Employer (EOE). We are committed to diversity in all areas of our work, on and offstage. We encourage applicants with a unique cultural perspective inclusive of race, ethnicity, gender identity or expression, class, physical ability, and sexual orientation. To apply, please submit a resume and cover letter via the portal to the right no later than May 25th, 2026.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Team: You will have the opportunity to help develop, and execute tasks that support growth, performance, and future objectives at a rapidly growing company. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in technical accounting. Responsibilities Include: • Responsible for all aspects of technical accounting, from overseeing technical accounting research related to new and proposed standards to setting internal policies, documenting policies and ensuring compliance to US GAAP and other reporting standards, • Monitor and provide interpretation of new GAAP and SEC rules and regulations and their potential effect on the business, as well as establishing implementation plans, • Coordinate with internal teams to ensure completeness of accounting assessment and ensuring compliance to US GAAP, and internal policies, • Work directly with external auditors on technical accounting questions, documentation and our application of policy, • Develop, implement, and maintain effective internal controls and processes to ensure the accuracy of financial reporting, integrity of corporate data, and best practices, • Create and manage documentation of processes and policies across financial and operating cycles, • Assist with gathering information and documentation necessary for annual audits and other regulatory filings, • Assist with the implementation of new accounting systems to better our financial and operating controls, including management of an ongoing project to implement a billing, customer deposit and revenue recognition system., • Responsible for external financial reporting, including footnote disclosures both as a private company and potentially as an SEC registrant, • Assist with ad-hoc assignments and special projectsSkills / Experience You Have:, • Bachelor's degree or equivalent experience in Accounting, • CPA certification, • Public accounting background with experience at Big 4 or national accounting firm, • 7+ years of relevant experience, • Strong technical accounting background and understanding of US GAAP, • Financial statement preparation and management reporting, • Excel & Google Sheet skills, • Strong attention to details and ability to communicate complex information, clearly and concisely, • Highly organized, detailed thinker, with exceptional problem solving, investigative and project management skills; able to manage multiple competing priorities independently, • Highly analytical, resourceful, flexible, team oriented, and organized individual with a proven track record of end-to-end ownership and successfully delivering results in a fast paced, dynamic business environmentSkills / Experience Preferred:, • Familiarity with accounting software programs such as Stripe, Salesforce, and Netsuite, • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $163,500-$210,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Sales Development team at SmartAsset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at SmartAsset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives. This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. About the Job: Responsibilities: • Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails., • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit., • Scheduling and transitioning pitch calls for Account Executives., • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics., • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively., • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.Key Responsibilities1. Prospecting & Outreach, • Targeted Prospecting: Research and execute on lists of target leads of RIA's (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites., • Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling*, and social selling (LinkedIn). *95% of our appointments come from cold calling., • Value-Based Selling: Quickly identify the prospect's business growth challenges and clearly communicate the value proposition of our platform to generate interest. 2. Lead Qualification • Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit., • Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive., • Objection Handling: Professionally navigate objections related to budget, timing, and perceived value. 3. Pipeline Management • CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM, • Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team., • Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred)., • Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives., • Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels., • Tech-Savvy: Ability to learn complex software and sales tech quickly, • Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. Typical Tech Stack, • CRM: Salesforce, • Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful, • Data/Intel: LinkedIn, Fintrix, Google, • Calling: RingDNA, but other dialer tool experience is helpful Key Performance Indicators (KPIs), • Activity: 150+ dials a day, or 200+ Activity points per day (inclusive of talk time), • Results: 22+ "Sales Qualified Leads" (SQLs) or meetings booked per month., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $60,000 base and up to $80,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job DescriptionLive events are fun. Concerts, sporting events, and festivals create memorable lifelong experiences with clients, prospects, partners, friends, and family—and they drive real business impact. Companies spend more than $600 billion each year on client entertainment. TicketManager is the enterprise platform they trust to source, manage, track, and report on live event tickets and hospitality—while maintaining compliance, control, and visibility across the organization. Built at the intersection of live events, technology, and enterprise operations, TicketManager makes client entertainment easy and measurable. Our industry-leading software supports everything from invitations and event execution to post-event reporting, helping companies clearly prove ROI and strengthen relationships through unforgettable experiences. TicketManager is trusted by thousands of global brands, including Anheuser-Busch, Verizon, American Express, Nike, and Visa, as well as Fortune 500 companies, professional sports leagues, and major organizations such as the NBA, NFL, NCAA, and NASCAR. We’re also proud to partner with some of the most iconic teams and venues in sports and entertainment, including the New York Jets, Philadelphia Eagles and Phillies, Capital One Arena, Texas Rangers, LAFC, and Seattle Seahawks, along with more than 50 professional and collegiate teams, franchises, universities, and technology providers. Why Work at TicketManager At TicketManager, you’ll help build technology that brings people together through live experiences—while solving complex, real-world problems for the world’s best companies. We’re a fast-growing, profitable company that values ownership, collaboration, and excellence, and we’re building a team that’s passionate about making work impactful and fun. If you’re excited about live events, cutting-edge technology, and doing work that truly matters, you’ll feel right at home here. The Role: TicketManager is hiring a high-impact Head of Partnerships to own and scale our partnerships ecosystem across professional sports teams, venues, leagues, and sports marketing agencies to drive revenue. Our best partnerships are driven by an aligned strategy to create better experiences and increase value for overlapping Global 2000 corporations with strategic event hospitality programs. These companies generate more value from their hospitality programs when using TicketManager, leading to higher renewal rates and more spend with our partnership ecosystem. The Head of Partnerships needs to be an expert at telling this win/win/win story to current/prospective partners and managing the relationships to drive this outcome. The key metrics for this role are: highly quality warm introductions, ARR conversion and VIP Concierge sales within the TicketManager ideal client profile. Reporting to the CRO with a dotted line to the CEO, this leader will serve as the primary point of contact for our team and league partners at the most senior levels, while also working cross-functionally with Sales and Customer Success to ensure every partnership is fully leveraged. This role carries a dual commercial mandate — driving enterprise SaaS pipeline through high-quality warm introductions to TicketManager's ideal client profile, and growing VIP Concierge revenue by connecting partners and their corporate clients with TicketManager's premium ticket sourcing and procurement services. If you're a relationship-builder that likes to drive revenue conversion who is equally comfortable in a boardroom with a CRO and on the phone coaching a VP of Premium Sales on how to position TicketManager to their corporate clients, this role is built for you. Responsibilities Own the partnerships value creation business plan and deliver on it! This role is about driving revenue for TicketManager, not just getting to go to fun events and entertaining. The reason we do partnerships is to generate high quality warm introductions with the TicketManager ideal client profile with partners that see a win/win in working with us to drive their corporate business. That means selling our full suite (from our core SaaS platform to VIP Concierge procurement services) and ensuring partners actively champion our value. Build and manage senior-level relationships with CROs, EVPs of Revenue, and Heads of Premium and Partnership Sales at partner organizations; nurture warm introductions to Global 2000 targets, conduct regular business reviews, hold accountability discussions, and establish clear systems and metrics to track partner performance and pipeline contribution. Drive brand introductions and pipeline — work with partners to identify strong target corporate accounts (i.e., corporate suite holders, sponsors, premium buyers) and facilitate warm, executive-level introductions to TicketManager's sales team at the right moment in the buying cycle. Develop and maintain a structured partnership playbook, including onboarding processes, activation frameworks, QBR cadences, and performance scorecards that create consistency and accountability across the partner portfolio. Collaborate closely with TicketManager's Revenue team to ensure seamless handoff of warm introductions, provide partner context that accelerates deals, and close the feedback loop on conversion rates to continuously improve partner quality and targeting. Activate sports marketing agencies as a scalable channel for reaching enterprise brands, building relationships with agency decision-makers who advise clients on hospitality and sponsorship strategy. Identify and pursue new partnership opportunities across teams, leagues, venues, sports marketing agencies, and other live event properties that align with TicketManager's ideal customer profile. Report to the Leadership Team and provide regular updates on partnership pipeline, activation health, brand introduction volume, and revenue attribution from the partner channel. Desired Skills and Experience • Bachelor's Degree required; advanced degree a plus., • 10+ years of overall experience in strategic partnership management and driving sales with the Global 2000., • Existing relationships in the sports industry; existing connections to premium sales, partnership, and revenue leaders at professional sports teams, leagues, or sports marketing agencies is a significant advantage., • Proven track record of partnership activation and management, including holding partners accountable, running business reviews, and building the systems that keep relationships productive over time., • Strong commercial instincts, executive presence, and strong communication skills — comfortable presenting and building relationships at the C-suite level, • Highly organized and process-oriented — able to manage a broad portfolio of partner relationships with structure, consistency, and clear accountability frameworks., • Passion for live events and the sports industry — genuine enthusiasm for the space and an understanding of how teams, leagues, brands, and agencies think about hospitality, sponsorship, and client entertainment., • Location: New York, NY (Preferred) | Remote Considered, • Compensation: $200,000-225,000 Base Salary + Commission | potential for up to $425,000 OTE, • Reports to: CRO, • Work Expectations: Role is In-Office Monday-Friday and On-the-Road, • Travel: Role requires meaningful travel to visit partner organizations, attend events, meet prospects, and represent TicketManager at key industry moments throughout the year., • Retirement: 401(k) & Company Match, • Health Benefits: Medical, Dental, Vision & Chiropractic, • Time Off: Unlimited PTO, • Interview Process: Multistage interview process with senior leaders across TicketManager to ensure strong alignment on role scope and expectations., • Events: Quarterly live event credits (we practice what we preach!), monthly happy hours, and volunteering, • Perks: Fun, collaborative, in-office culture with catered lunches and big company perks with the autonomy of a high-growth startup. 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Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in travel planning, logistics coordination, executive support, household planning, event coordination, and structured planning workflows. This role supports current and upcoming remote consulting opportunities focused on structured logistics review, planning workflow analysis, itinerary development, checklist preparation, coordination support, and high-quality project execution. Selected professionals will apply their planning and coordination expertise to review realistic logistics scenarios, evaluate constraints and requirements, prepare structured written outputs, and support accurate, evidence-based planning tasks. Key Responsibilities Professionals in this role may contribute to: Travel Planning & Itinerary Review • Review logistics scenarios involving multi-stop travel, scheduling constraints, budget limits, travel times, booking requirements, and itinerary development, • Evaluate travel plans against calendar availability, location constraints, transportation timing, and stated preferences, • Support structured review of itineraries, route options, booking comparisons, and travel planning documentation, • Review household planning scenarios involving contractor shortlists, vendor comparison, moving checklists, service requirements, and coordination timelines, • Evaluate contractor or service provider options against defined criteria, availability, pricing, and documented requirements, • Support structured review of move planning materials, household task lists, comparison tables, and coordination workflows, • Review planning scenarios involving event logistics, availability constraints, location requirements, attendee coordination, and scheduling decisions, • Evaluate proposed plans against participant availability, venue requirements, timing constraints, and documented preferences, • Create structured review criteria based on verifiable planning facts and stated requirements Strong candidates may have: • 3+ years of experience in travel planning, concierge services, executive support, personal assistance, project coordination, household management, event planning, or related planning roles, • Experience with one or more areas such as complex travel planning, OTA and direct booking workflows, contractor shortlisting, vendor vetting, household move coordination, calendar planning, or multi-party event coordination, • Familiarity with planning workflows involving itineraries, contractor shortlists, move checklists, comparison tables, scheduling plans, or coordination notes, • Comfort reading and preparing logistics artifacts such as itineraries, vendor lists, move plans, event schedules, travel comparisons, and planning checklists, • Strong written communication skills and ability to explain planning decisions clearly, • A degree or professional background in hospitality, tourism, business administration, project management, event management, communications, operations coordination, or a related field is helpful, • Experience coordinating complex travel, multi-city itineraries, family logistics, relocations, events, or vendor-heavy projects, • Familiarity with travel booking platforms, scheduling tools, comparison spreadsheets, project management tools, or checklist-based planning systems, • Experience with contractor research, service provider comparison, household move planning, or event logistics, • Strong attention to detail in schedule-heavy and constraint-based planning environments, • Apply logistics planning and coordination expertise to structured remote project work, • Contribute to high-quality travel planning, household logistics, and event coordination workflows, • Work on flexible, project-based assignments aligned with your professional background, • Use your planning judgment in a focused, detail-oriented consulting environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $60–$80 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy:

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. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth 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, insurance, 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. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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